IMD 1.16: 1/06/2007 13:19:51 FOGCPM.190 --FOGCPM190TAXTMPL DOC_ README 1STlPG1-A CAL !"#$%&'()*+,PG1-A CAL -.-02-26 88 -CPM190 DOCPG2 CAL`/0123456789:SCH-B CAL";<=>?SCH-C CAL>@ABCDEFGSCH-D CALHIJKLMNOPQRSTUVWSCH-D CALXYZSCH-E CALt[\]^_`abcdefghiSCH-R CAL8jklmnop2106 CALNqrstuvwxyz8582 CAL5{|}~P1 XQTP2 XQTCALIF-CACALJCALIF540CALeThis is the disk name. ts from assembly language source files STRIP .COM: C0 38 STRIP .DOC: 35 3E WSDODDD(DTTT(D((DDDDD<8| | ` ` ` TUUUUU l ls:¬MA. SuperCalc will interpret all remaining ?'s as null values (zeros). *4) All templates are initially in the manual calculation mode, which means that an "!" is required to force a calculation of all formulas after you are satisfied with the input. This is done for several reasons, one of which is to minimize automatic recalculation and thereby speedup input. However, another reason is because of "forward references" that are built-in to several templates. Forward references occur when formulas utilize values for calculation that are derived from calculations made later in the calculation sequence. The net result from this phenomenon is that several recalculations may sometimes be required before all calculations settle down to their final values. Final form can be verified by forcing a recalculation (!) while watching some "bottom-line" value. If, after several recalculations, the value has not changed, you should be safe in assuming that all values have stabilized. *5) A template with filled-in values should be RENAMED when saving to disk to prevent it being written over the blank template originally on the disk. PROTECTION: With minor exceptions discussed below, all template areas not requiring user input are protected. This means that the only place where user-derived values can be entered are those "blanks" marked with a "?". All other template values are protected from accidental modification by the user and are either template text, template boundaries, formulas, or constants. Users can remove the protection selectively or from the entire template using the /U(nprotect) function. If you do so, be sure you do not accidentally modify any formula or constant. It is further suggested that all template disk files be set to "Read Only" status using CP/M's STAT command (e.g. STAT *.CAL $R/O). If this is done, you will not have to worry about accidently recording over the blank template file with a filled- in template while trying to save it to disk. (Note that the Executive's CPM+ uses "SET" to set Read Only status.) (Or you may use Newsweep.207 to set Read Only.) A blank template is a desirable starting point as there are no "stray" entries left over to creep into a calculation. This disk is set "Read only. Page 1 and page 2 forms both have scratch pad areas in the lower portion below the templates. If, after running a calculation, you see a "999999" in the scratchpad area, you have made an error. In the case of p. 1, you may have tried to claim a filing status other than the allowed values of 1,2,3,4, or 5. The error indication in p. 2 may mean you requested a tax table calculation but the taxable income exceeds the allowed upper limit of $50,000 so the tax rate table is required, or that taxable income was below $50,000 but you selected Tax Rate. DISCLAIMER: The author of this package of material is not an accountant, certified, public or any other kind. Nor is he a professional programmer. Further, since distribution of this material will be through RCPM's, User Groups, etc., and therefore out of the author's control (and, consequently, subject to modification by evil intermediaries), no guarantees as to the suitability, accuracy, or general all-round wholesomeness of this package of material can be given. USE IT AT YOUR OWN RISK!!! Rest assured, however, that the author will be using this package to do his 1982 income taxes, as well as tax planning for the next 5+ years. (Note: the same disclaimer applies to Ed Smith, but we're talking about 1987 returns now.) ON A PERSONAL NOTE: At this point Olson made a suggestion that users send him $8.50 and in return he would send them a 12-page Xerox copy of the original tax templates files so if gremlins crept in from a bulletin board transfer any errors could be found. I'm afraid that the 1982 source files would be of no value to users of a 1987 program but here is Olson's 1982 address: John E. Olson II SRA 2393-K Anchorage, AK 99507 (Note: I don't know if John is still selling listings, but I've been enjoying the use of public domain software for some time. To repay my obligations, I spent many hours on a 1983 revision for a users group, about 65 hours more in 1984 - and also added some templates for California tax returns - then last year 40 more revising for 1985 and over 50 more for the 1986 templates. This year these files have all new 1987 tax form line entries and text, a formidable task, especially revamping again the old tax tables and tax rate schedules so you would get accurate results. Also, in 1987 Sch. D uses page 2 for Alternative Tax calculations so I inserted an additional set of tax schedules and lookup tables to save you the manual lookup problem. And for 1986 and 1987 the new lookup methods for the California 540 result in a correct tax rather than requiring you to manually look up the tax in printed tables. And Calif. IN 1987 changed its method of preparing returns, requiring everyone to start with completed Federal forms, then adjusting those figures with some new Calif. forms (which are included). Since I read an advertisement in th Lo Angele pape fo $11 ta progra tha woul d you taxes on a personal computer, you should be quite pleased to get this one which does it for... free... free... free. Idon't sell any listings, but if you like these templates, show your appreciation by helping out your users group, wherever it is, in some way.) December, 1987 Ed Smith s. Also, in 1987 Sch. D uses page 2 for Alternative Tax calculations so I inserted an additional set of tax schedules and l.OR 70 README.1ST (updated Jan. 1, 1988) The various tax templates appearing on this disk are copyrighted and no commercial use is authorized without written permission. FOG is expressly permitted to publish this disk, as are any FOG-affiliated user groups. (signed) Ed Smith 1. Make a copy of this entire disk. DON'T USE THE ORIGINAL! 2. Print a directory of the disk. 3. Print this file and the TAXTMPL.DOC file (or at least read them.) 4. Delete this file and the DOC file from work disk AFTER printing them. 5. (DON'T delete Schedules B, C, D, or E even if you don't need them or the XQT files will abort. You may delete any others. You can always obtain any files you want from the original disk which you stored away after copying it.) 6. Place SuperCalc disk into your A: drive and a copy of this tax disk into your B: drive. 7. Load SuperCalc into memory. Then load an original, fresh template of any schedule from the B: drive onto your screen. It will look similar to the IRS form. Have an IRS original at hand to refer to. 8. Enter data in any of the unprotected (bright) cells which have a ? and which are pertinent to your tax situation. 9. When you have entered as much data as you wish (at that time), save the filled-in template WITH A DIFFERENT NAME from the original. To use the Execute files discussed in the following section, you must save the files using the names suggested below. 10.Then you may delete the original, blank file from your work disk to give you disk space. Remember, you still have the ORIGINAL disk with all original files available whenever you want one. 11.Whenever you wish to add more data to any of your own templates it may be called up using its new filename which ends with: .MYN * * I have added two EXECUTE files to the tax disk which will, after you have loaded a file such as PG1+A.MYN, go to other files on your disk (Schedules B, C, D, E & 2106) to look up data, and bring it back to and properly enter on the Page 1 template the data from the other files (assuming that you have already done the other files so there is an amount available to be brought back to Page 1). In previous years it has been necessary for the user to make a note of the amounts on these other Schedules and manually enter them into Page 1. It may still be done manually but can be done with the Execute files if you wish. Would you like to know how? Load B:PG1-A.MYN in the normal manner. Then type the following: /X SuperCalc will add the word: /X (execute), You then type: B:P1 The bottom lines on your screen will now read: /X (execute),B:P1.XQT (the final .XQT having been added by SuperCalc). Amid some whirring and screen action which you may watch on the bottom lines of your screen, Execute is busy reading the pertinent files on your disk for the amounts to be brought back to Page 1. When these amounts are found they are entered on the Page 1 template in the proper places. Then a Recalculation is done three times and all screen action stops. Execute is finished and you may now enter your own data in all the places where a bright ? is displayed. I hope you like this additional feature of the tax template disk (on the double density disk it looks up Schedules D and E also). Now you need some advanced information. The names of the original, unused SuperCalc files on this disk all end in a .CAL suffix. When you enter data into them and save them, you should save them with a slightly-changed filename. Then delete the original, blank file in order to have sufficient disk space. Now here is your "naming" method. In order for the Execute file to go to another file, extract information and enter it in the proper place, the Execute file must know what you have named the file it is searching for. So if you wish to take advantage of the Execute files, you MUST MUST MUST name the files you save as follows, or Execute cannot operate. PLEASE SAVE YOUR FILES USING THE ORIGINAL NAME --- EXCEPT FOR THE " .CAL ". INSTEAD OF THE .CAL, PLEASE USE " .MYN ". I have programmed the Execute files to search for Schedule A, B, C, D, E, & 2106 files ending in .MYN and to disregard those ending in .CAL. This means that after you have loaded a file, for example, SCH-B.CAL and have filled in the required data, that you then save it with the save command: /S and the filename B:SCH-B.MYN After you have finished the schedules which are pertinent to your taxes, load PG1-A, begin to complete it, then rename it PG1-a.MYN. Now use the Execute file P1.XQT. The Execute file P1.XQT will look for your completed file under the name: SCH-B.MYN (etc) then extract the data and enter it properly into PG1+A.MYN, assuming it is on the screen and that it has been correctly renamed. One of the Execute files is named P1.XQT. It brings data from other files into the Page 1 spreadsheet. Once the Page 1 spreadsheet using the name PG1-A.MYN is on the screen, the screen will display the name of the Execute file you MAY use. If all this seems too complicated, disregard it and load in your data manually as you did in previous years. Otherwise, while your Page 1 spreadsheet is on the screen, just type: /X B:P1 and watch the action at the bottom of your screen. * * * * * The programs this year have been augmented with some new schedules and now will handle: Federal Form 1040, page 1 & 2 Schedule A, Sch. B, Sch. C, Sch. D, Sch. E, Sch. R Form 2106, Form 8582 California Form 540, p. 1 & 2 Schedule CA Schedule D plus Soc Sec calculations included at the bottom of the 1040 Page 1 template which will be of great assistance to any of you who must figure out the amount of Social Security benefits received which are taxable. If you use the Soc. Sec. portion, the data produced is automatically entered onto the correct lines of the Page 1 template. This worksheet does some involved calculations for you and enters the results automatically. .pa Schedule D (Capital Gains) this year has the Alternative Tax computations on page 2 so to save you from manually looking up the alternative tax amount in your IRS booklet, I have installed the rather complicated tax schedules in Sch. D (as well as on the Form 1040 Page 2). This should save you some cumbersome paperwork. Schedule G (Income averaging) is no longer legal in 1987, nor is Sch. W (Working spouse). If you catch a bug in one of these files, please call Ed Smith at (818) 347-9394 or write to 23716 Stagg St., West Hills, CA 91304 so we can correct it and pass on the benefits of your sharp eyes to other users. Thanks! These programs will run on SUPERCALC, version 1.12 or later, meaning also on SUPERCALC 2, 3 and 4, BUT NOT ON SUPERCALC VERSION 1.05 or the 1.06 that came out for KayPro computers. Be forewarned that if you even "Save" one of these files using any version of SuperCalc later than 1.12, it may no longer run on the earlier version. All these computer programs for Federal returns have 1987 tax table and 1987 tax rate schedules as well as correct line numbers and approximate text for current forms. Just copy the results these templates will provide onto official IRS forms. The simulated forms may be printed if you wish or results obtained could be hand-copied onto official forms from your monitor if no printer is available. Again, all line numbers are accurate for 1987 forms and simulate actual forms. Repeating, the forms available are: Form 1040, page 1; and also Schedule A - (Deductions). Form 1040, page 2; plus the somewhat invisible tax tables where your taxes are looked up and computed. Schedule B - (Interest and Dividends) Schedule C - (Profit from Business or Profession) Schedule D - (Capital Gains) (and Alternative Tax) Schedule E - (Rental & Royalty Income) Schedule R - (Elderly or Disabled) Form 2106 - (Employee Business Expenses) Form 8582 - (Passive Income) Calif Form 540, Page 1 Calif Form 540, Page 2; plus the tax tables. Calif Schedule CA - (California Adjustments) [new form] Calif Schedule D - (California Gain or Loss Adjustments) Instructions for use: Load SuperCalc version 1.12 or SuperCalc 2, 3, or 4 into the computer on Drive A. (Files are written in SC-1 but later versions will read.) Place this disc in Drive B. Type /L(oad) B:SCH-D Type A (for "all" when screen asks the question) After the usual whirring a 1987 template will appear on your screen. You merely fill in requested information everywhere you see an unprotected "?" All text and formulas which you are not to tamper with have been protected in the file as you receive it and will appear dimmed. You cannot do damage to the file by entering data in the wrong place as the file will not accept data except in the unprotected places. Do not unprotect anything else except at your own risk. After you load a file and fill in the blanks (question marks), you will have a form somewhat similar to the official form. It is strongly suggested you SAVE IT WITH A DIFFERENT FILE NAME. That way you will always have the original fresh file for your own use or to furnish to a friend. To save it with a different file name, just type the normal name of the file but change the .CAL to .MYN (short for mine). For example: /S(ave) B:SCH-D.MYN (or use any file name you like, but the Execute files will only look for .MYN). Type A (for ALL, when asked how much to save). You can now delete the original, blank template file from this disk by typing: /D F(ile) B:SCH-D.CAL You may always recall your own worksheet by typing: /L(oad) B:SCH-D.MYN After you have typed in data in place of a few bright question marks, and always when you have completed entering data, it WILL be necessary to press the shift key and exclamation key together (!) in order to force a calculation. DO SO AT LEAST THREE TIMES! (especially on Page 2 templates where the tax is actually computed. On these templates you may continue the exclamation marks even longer.) Continue until you no longer see changes taking place in final figures on your form, as the "Page 2" file in particular refers to complicated lookup methods in the tax tables to produce your answers. (Each looks up data and stores it in new places then looks again to place it into your file. You may look at the tables if you wish. They are located at the far, far right of the "Pg2" spreadsheet - and are protected. You can't hurt them, and their complexity may surprise you. To see the complex formulae, type: /GF and to go back to the normal condition, retype /GF. This feature of SuperCalc is an important thing for those of you who are not familiar with all the SuperCalc commands, because if you look at your screen after you have made a few entries and it appears that your figures are not being accepted or computed (and you see formulas being displayed), just press: /GF (meaning Global & Format). This is a command that activates a toggle which either shows all the built-in formulas the program uses, or shows the results each formula obtains. You may not care about the looks of the formulas which do the job, as long as the results are correct, but remember that IF ALL THE FORMULAS ARE SHOWING INSTEAD OF THE RESULTS, the program is computing the results but not showing them to you until you give the /G F command. On the "Pg2" file when you are asked if you are using the TAX TABLE, TAX RATE SCHEDULE, SCHEDULE D, OR FORM 8615, remember the tax table is mandatory on Federal tax returns for persons with taxable incomes of less than $50,000, (WE PEONS). Although SC does require that you type in text like your name and address using a quotation mark as the first entry of the text, DO NOT USE THE QUOTATION MARK WHEN ENTERING NUMBERS. If you do so, SC thinks the numbers are text instead of numbers and it will not compute them at all. IRS allows us to disregard money entries containing from zero to 49 cents if we increase the dollar entry by one when the cents are 50 to 99. These tax templates take advantage of this provision, and do not plan for your use of cents. This allows the templates to use fewer columns for the display, thereby making it easier for you to read on your screen. If you insist on using cents, you will have to increase the width of some columns. One last suggestion - it is easier to fill in the templates if there are not so many confusing numbers on the screen. The command /GB turns the border on or off every time it is entered. Why not leave it off while entering data? You should have a copy of your blank IRS tax form to look at as you fill in each template. The SuperCalc border numbers would just make the template look more confusing and would be a hindrance to you in comparing the correct tax form line numbers found on your screen. Try making the entries with the border turned off; I think you'll like it better. (It should be properly set when you receive the disk.) December 30, 1987 Ed Smith t plan for your use of cents. This allows the templates to use fewer columns for the display, thereby making it easier for you to read on your screen. If you insist on using cents, you will have to increase the width of some columns. One last suggestion - it is easier to fill in the templates if there are not so many confusing numbers on the screen. The command /GB turns the border on or off every time it is entered. Why not leave it off while entering data? You should have a copy ofSuperCalc ver. 1.12 1040 U.S.-1987. PAGE 1 and SCHED A. (to print p.1 use: A4:G78)L "  B( P7 (" 1040 U.S.-1987. PAGE 1 and SCHED A. (to print p.1 use: A4:G78)"1/1/887.-19" (to print Sched A, use: I3:O60A. "as of 12/29/87ed A,  s of " |f)"PG1+A.87 for SC-1 vers.1.12 or later by Ed Smith, Canoga Park, CA . |(" For SC-1 vers. 1.12 or SC2. By Ed Smith, Canoga Park, CA.Park,  Fo "| Fo '= Fo "===o '==o "==o&"SCHEDULE A - ITEMIZED DEDUCTIONS - FORM 1040oga  "1987  987("FORM 1040 - U.S. INDIVIDUAL INCOME TAX RETURN for 1987 Page 1,  ORM "NAME(S): ???DUAL I !" SOC SEC # : F7   '. ". '- !'-----F7 "----!"NAME(s):F7" ? (use IRS label if available)URN!" | ? !"Your SS#:  "|ur $" MEDICAL & DENTAL EXPENSES:la  " |  | !"| | MEDIC  | " ||!"NAME: MEDIC" ?IC!" | ?IC".....?.....C "|...%"1a) PRESCRIPTION MEDICINE & DRUGS, INSULIN,N  " |P  '/|P !"| |ESCRIPT  '/ | " ||!"HOME ADDR.:T" ?T!" | ?T!"Spouse SS#:T "|ous&" DOCTORS, DENTISTS, NURSES, HOSPITALS, INS.or 198  " |D  '/|D !"| |CTORS,  " / | " ||!"CITY/ST/ZIP:" ?:!" | ?:".....?..... "|...&" PREMIUMS YOU PAID FOR MED.& DENTAL CARE, ETC.198  " |P " ?IUMS !"| 1a|?IUMS  " /| " || '-|| "||| #"1b) Transportation & lodging " |T " ?sport !"| 1b|?sport " / " | #"FILING STATUS: PLEASEodging $" INSERT No. FROM 1 THRU 5 HERE>>>NTA "....?..... F !" |.... F '/ | "| | ""1c) Other - list: TH " |O '/|O !"| |her - l !" /her - l " |/ !"1) single- l !" |gle- l " / | "| | " ?H " | " ? !"| 1c|? !" /  " | $"2) married filing joint return>>NTA !" |ried fi " /| "|/| &"2) add Lines 1a through 1c and enter total here>198 " |d SUM(L9:L12)gh 1c an !"| 2 |SUM( !" /SUM( " | $"3) married filing sep. return enter  $".return. Spouse Soc Sec #nter  "....?.....  !" |....  " / "| / $"3) 7.5% of Form 1040, Line 31:nter " |. .075*F6940, !"| 3 |.075 !" /.075 " | "" Spouse name"...............?..................................98!" |.......!" /....... "| /&"4) Line 2 less Line 3; use 0 if Line 3 is larger.98  " |i  '/|i !"| |e 2 les  '/ | " ||#"4head/house.Child nameuse 0 "e:.............?............................!" |.......!" /...... "| &" Total medical and dental deductions:98  " |  '/| !"| 4 | IF(L13>L14,L13-L14,0)dental " |'"5) qualif. widow/er with depndt.child.Year spouse died: P"....?.....wi!" |....wi '/ | "| | '- |  "--||  '-|| !"+---|....wi  '---| "--|| '-||!"----|....wi '---| "|--|#" TAXES YOU PAID: depn  " |  | !"| | TAXES  '/ | " ||#"EXEMPTIONS 6a [ ] Yourselfpn""rself b [ ] Spouse!"No. ckd: [ ]!"|6ab|d: [ ]".....?.....] "|...%"(Note: Sales taxes are no longer deductible)  " |e  |e !"| | Sales  " / | " ||"" c. Dependentss ar!"| |Depende""////////////ntss ar "|///$" 5) STATE AND LOCAL INCOME TAXES:edu  " |S " ?E AND !"| 5 |?E AND  " /| " ||" ..............?..............................................1, "|Note: 1040 form must be used for this......!"| | 1040 f " /| "|/|#" 6) REAL ESTATE TAXES:e used  " |R " ? ESTA !"| 6 |? ESTA  " / " |" ..............?..............................................1, "|section as computer type is too large......!"| |on as c!" /on as c "| /&" 7) OTHER TAXES (list) (Incl. pers.prop. taxes)....  " |O  '/|O !"| |HER TAX !" /HER TAX " |/" ..............?..............................................1, "|to print all the words. EXEMPTION TOTAL....!"| |int all '/ | "| |" ..........................?.............................  " |. " ?..... !"| 7 |?.....  '/7 | " ||" ..............?..............................................1, "|WILL BE PLACED IN 6f FOR YOU BY COMPUTER...!"| 6c|BE PLAC"No. = ? PLAC "|. =&" 8) ADD AMOUNTS ON LINES 5 THRU 7 & ENTER TOTAL >...  " |A  '/|A !"| 8 |D AMOUN SUM(L20:L23)ES 5 TH " |'" d. If claimed under pre-1985 agreement, check here > [ ]." [ ]!"| 6d|If clai '/6d| "|6d| '-6d|  "--||  '-|| !"|---|If clai  '---| "--||%" e. Total no. of exemptions claimed:nt, ch""empt.claimed:. of ex!" >>>ed:!"| 6f|>>>ed:SUM(F19:F25)mptions "|#" INTEREST YOU PAID:ons  " |  | !"| | INTERE  '/ | " || '-||!"+ ---| INTERE '---| "|--|"CAUTION - READ SCHEDULE A, Line 9.ed  " |I  |I !"| |N - REA  " / | " ||&"7) WAGES, SALARIES, TIPS, ETC.: (attach Forms W2)|re!"| 7 |ES, SAL" ?, SAL "| &"9a) HOME MORTG.INT.TO FIN.INSTIT.(NOT INCL PNTS)|re  " |H " ? MORT !"| 9a|? MORT  " /| " ||&"8) TXBLE INTEREST INC-attach Sch B if over $400):|re!"| 8 |LE INTE" ? INTE "| %" b) HOME MORTGAGE INTEREST TO INDIVID:er $4 !"NAME AND MOR  " | " ? MOR !"| 9b|? MOR  " / " |'"9) TX-EXEMPT INT. INC.(p.9)(don't incl on ln 8) | 9| [ ]."....?....ERE!"| |EXEMPT  '/ | "| |" ADDRESS.........?..............?............ 9  " |  '/| !"| |DDRESS. !" /DDRESS. " |/&"10) DIVIDEND INCOME (attach SCH B if over $400) | 9!"|10 |VIDEND " ?DEND  "| #"10) DEDUCTIBLE POINTSttach S  " |D " ?CTIBL !"|10 |?CTIBL !" /CTIBL " | &"11) TAXABLE REFUNDS of STATE/LOCAL INCOME TAX, IF| 9!"| |XABLE R '/ | "| |$"11) DEDUCTIBLE INVESTMENT INTERESTIN  " |D " ?CTIBL !"|11 |?CTIBL !" /CTIBL " | &" ANY, from worksheet on page 9 of instr. | 9 !"|11 |NY, fro " ?, fro "|  %"12a) PERSONAL INT. PD.(see p. 22) 12a)tr. " ?SONAL " | '/| !"| |?SONAL !" /ONAL " | !&"12) ALIMONY RECEIVED: | 9!!"|12 |IMONY R!" ?ONY R! "| !#" b) Line 12a times .65 ! " | !.65*J33es . !!"|12b|.65* ! '/2b|! " ||"&"13) BUSINESS INCOME OR (LOSS) (attach Sched C): | 9"!"|13 |SINESS "" ?NESS " "| "%"13) total interest--add lines 11a thru 13d C " " |t " '/|t "!"|13 |tal int "SUM(L28:L34)d lines" " |#&"14) CAPITAL GAIN (or LOSS) attach Sch. D) | 9#!"|14 |PITAL G#" ?TAL G# "| # '- # "--| # '-| #!"+---|?TAL G # '---|# " ||$&"15) OTHER GAINS (or LOSSES) (attach Form 4797): | 9$!"|15 |HER GAI$" ?R GAI$ "| $&"14a) CASH CONTRIBS UNDER $3000 TO ANY 1 ORGANIZ.| 9 $ " | $" ?H CON $!"|14a|?H CON $ '/4a|$ " ||%&"16a) PENSIONS, IRA DISTRIBUTIONS, ANNUITIES, | 9%!"| |ENSIONS% '/ |% "| |%&" b) CASH CONTRIBS $3000 or over to one organiz.. 9 % " | % '/| %!"| |ASH CON % " / |% " ||&'" and ROLLOVERS. Total received: |16a| [ ].&"....?....ROL&!"| |...ROL& '/ |& "| |&" to whom? Amount?..............................a & " | &" ?whom? &!"|14b|?whom? & " /|& " ||'&" b) TAXABLE AMOUNT, IF ANY (see p. 10) |a'!"|16b|AXABLE '" ?ABLE ' "| '&"15) OTHER THAN CASH(attach Form 8283 if over $500)a ' " |O '" ?R THA '!"|15 |?R THA ' " /' " |(&"17) RENTS, ROYALTIES, PARTNERSHIPS, |a(!"| |NTS, RO( '/ |( "| |($"16) CARRYOVER FROM PRIOR YEAR:IPS, ( " |C (" ?YOVER (!"|16 |?YOVER ( '/6 |( " ||)&" ESTATES, TRUSTS, ETC. (Attach Sch. E) |a)!"|17 |STATES,)" ?ATES,) "| )&"17) total contributions: (add lines 14a thru 16)|a ) " |t ) '/|t )!"|17 |tal con )SUM(L37:L41)s: (add) " |*&"18) FARM INCOME OR (LOSS) (attach Sched F): |a*!"|18 |RM INCO*" ? INCO* "| * '- * "--| * '-| *!"+---|? INCO * '---|* " ||+&"19) UNEMPLOY. COMPENSATN.(insur.)(see p. 11) ___|a+!"|19 |EMPLOY.+" ?PLOY.+ "| +&"18) CASUALTY OR THEFT LOSSES (must use Form 4684):a + " |C + '/|C +!"|18 |SUALTY +" ?ALTY + " | ,'"20a) SOC.SEC.rec'd (if not 0, go to A71 below) |20a| [ ].,"....?....EC.,!"| |...EC., '/ |, "| |, '- | , "--|| , '-|| ,!"+---|...EC. , '---|, " ||-&" b) TAXABLE AMT from wrksht on p. 12: |0a-!"|20b|AXABLE -D101MT from- "|-&"19) MOVING EXPENSES (attach Form 3903)(see p.23) | - '/) M -!"|19 |VING EX -" ?NG EX- " | .&"21) OTHER INCOME (list type and amt-see Page 11):||.!"| |HER INC. '/ |. "| |. '- | . "--|| . '-|| .!"|---|HER INC . '---|. " ||/(" .........?..............?..................................1, /!"| |......./ '/ |/ "| |/&" MISCELLANEOUS DEDUCTIONS | / " | / | /!"| | M / '/ |/ " ||0(" .........?..............?..................................1, 0!"|21 |.......0" ?.....0 "| 0&"20) Unreimbursed empl. bus. exp. (use Form 2106) |.. 0 " |U 0" ?imbur 0!"|20 |?imbur 0 " / |0 " ||1'"22) ADD THE AMOUNTS SHOWN IN THE FAR RIGHT COLUMN FOR.......1!"| |D THE A1 '/ |1 "| |1&"21) OTHER EXPENSES (list type & amount) .....>MN FOR 1 " |O 1 '/| O 1!"| |HER EXP 1 " /|1 " ||2(" LINES 7, 8, AND 10-21. THIS IS YOUR TOTAL INCOME........>1, 2!"|22 |LINES 72SUM(F28:F49)10-21. 2 "|2" .....................?........................CO 2 " |. 2 '/|. 2!"| |....... 2 " /2 " |3 '-|3 "||3" .....................?........................CO 3 " |. 3" ?..... 3!"|21 |?..... 3!" /?.....3 " |/4$" ADJUSTMENTS TO INCOME...4!"| | A4 |4 "| |4&"22) Add amts on lines 20 & 21; enter the total >CO 4 " |A 4SUM(L49:L52)20 & 21 4!"|22 |SUM( 4!" /SUM(4 " | 5$"23 ) REIMBURSED EMPLOYEE BUSINESSer 5!"| |EIMBURS5 |5 "| |5%"23) Multiply amt on Line 31 of 1040 by .02ta 5 " |M 5F69*.02on L 5!"|23 |F69* 5 '/3 |5 " ||6'" EXPENSES (from Form 2106) ................> |.....6"....?....ENS6!"|23 |...ENS6 '/3 |6 "|3 |6$"24) Subtract line 23 from line 22 .. 6 " |S 6 '/|S 6!"|24 |btract 6IF(L53>L54,L53-L54,0)22 ..6 " |7'"24a) YOUR IRA DEDUCT (from p. 13 worksheet) > |.....7"....?....IRA7!"|24a|...IRA7 " /a|7 "|a|7 '-a| 7 '-a| 7!"|---|...IRA 7 '---|7 " ||8'" b) SPOUSE'S IRA DEDUCT (from worksheet) > |.....8"....?....E'S8!"|24b|...E'S8 " /|8 "|/|8&"25) MISC DEDUCTS NOT SUBJ.TO 2% AGI LIMIT. LIST: > 8 5) M 8!"| |SC DEDU 8 |8 " ||9'"25 ) SELF-EMPL. HEALTH INS. DEDUCT. > |.....9"....?....EMP9!"|25 |...EMP9 " /9 "| /9 '. / 9 / 9!"|25 |...EMP 9"......?.....9 " |.:'"26 ) KEOGH RETIREMENT PLAN & SELF-EMPL SEP DEDUCT. > |.....:"....?.... RE:!"|26 |... RE:!" /... RE: "| /:&"26) Add amts on lines 4,8,13,17,18,19,23,& 25. > > : 6) A :!"|26 |d amts :SUM(N16+N24+N35+N42+N44+N46+N55+N58) > > : " |;'"27) PENALTY ON EARLY WITHDRAWAL OF SAVINGS: > |.....;"....?....Y O;!"|27 |...Y O;!' /..Y O; "| ; '= ; "=== <#"28) ALIMONY PD: NAME?ITHDRAW<".........?.......................|SA< '/.....|SA="....?.......=!"|28 |......= '/8 |= "|8 |>("29 ) Add lines 23 thru 28. (Your total adjustments) ............>, >!"|29 |dd line>SUM(D55:D62) 28. (Y> "|>"This is the end of Sched. A. (Scratch pad area below).....? '-is ?!"|---|s the e? '---|? "|--|? '---| ?!"-----s the e@(" Subtract line 29 from ln 22. This is your ADJ. GROSS INCOME., @!"| |btract @ '/ |@ "| |@&"this checks for errors; ignore unless N = 999999 GR @ " | A("If this line is less than $15,432 & a child lived with you, see, A!"| |s line A '/ |A "| |A""CHK FILE STATUSless A " |F AFIF(AND(D11>=1,D11<=5),INT(D11),999999)d witB'""Earned Income Credit" (line 56) on p. 18 of instructions. sB!"| |d IncomB B'/ |B "| | B " ||C("If you want IRS to figure your tax, see p. 14 of instructions., C!"| | want IC B'/ |C "| |C%"Unless K67 = 999999, Schedule A is finished. C " |sD&"30) ADJUSTED GROSS INCOME: (copy to page 2,line 33)tD!"|30 |JUSTED DBF51-F63S IND "|D '_ D""__|____________S IN D!"____________E '=___E "=___F)" (this is the end of page 1.) IF YOU RECEIVE SOC SEC BENEFITS,A. |G)" BELOW IS A WORK SHEET FOR FIGURING SOC SEC TAXABLE AMT FOR LINE 20b.A. |H "You need do nothing. Info is taken from data above and results properly placed.I%"A. If single, enter a 1 in box B81 below. oJ%"B. If married filing jointly, enter a 2. oK("C. If married (no joint return) and lived with spouse at any timeyoL#" during 1987, enter a 3tuM)"D. If married (no joint return) and did not live with spouse in 1987. |N#" enter a 4 in box belowtuO#" ______________wtuP!" [_PD11________P " ]R'"1. Enter total amt from every Box 5 on every one of |pouseR '/u nR " |nS'" your Forms SSA-1099 and/or Forms RRB-1099.(Same as |pouseS '/|nS " |oT'" line 20a above).If this line = zero, stop here. |pouseTD45bove).IfT " |U'" None of your Soc.Sec. benefits is taxable. |pouseU '/|oU " |oV'"2. Take one/half of amt on line 1 |pouseVD85/2f of aV " |W'"3. Add amounts on Form 1040, lines 7, 8, 9, plus |pouseW " |dX'" lines 10 thru 19 plus 21 |pouseXSUM(F28:F44)+F49+F53BY COMPX " |Y'"4. Add lines 2 and 3 |ouseYD87+D89ERROY " |Z'"5. Enter amount from 1040, line 29 |pouseZF63Z " |['"6. Subtract line 5 from line 4   |pouse[ERRORD90-D916 fr[ " |\'"7. Enter $25000 or 32000 or zero(done for you already)|pouse\IF(D85=0,0,IF(B81=3,0,IF(B81=2,32000,25000)))pouse\ " |]'"8. Subtract line 7 from line 6 |pouse]ERRORD92-D938 fr] " |^'" If line 8 is zero or less, stop and enter nothing |pouse^ERRORIF(D94<=0,0,D94)ss,^ " |_'" on lines 20a and 20b. Otherwise, go on. |pouse_ " |n`'"9. Divide line 8 by 2. |pouse`ERRORD94/29 by 2` " |a%"TAXABLE SOC. SEC. BENEFITS: |a " |Bb'"10. ENTER ON 1040, LINE 20A THE AMT ON LINE 1 ABOVE > |pousebD851040, LIb " |c'" NOW COMPARE LINES 2 & 9. ENTER SMALLER ON 20b ALSO |pousec " |Od'" This is your TAXABLE SOC SEC BENEFIT >> |pousedERRORMIN(D87,D97)E SOC Sd " |f'"NOTE: Your data has been computed and entered properlypouseg&"on above computer Form 1040, lines 20a and 20b.operlIF(D85=0,0,IF(B81=3,0,IF(B81=2,32000,25000)))pouse\ " |]'"8. Subtract line 7 from line 6 |pouse]ERRORD92-D938 fr] " |^'" If line 8 is zero or less, stop and enter nothing |pouse^ERRORIF(D94<=0,0,D94)ss,^ " |_'" on lines 20a and 20b. Otherwise, go on. |pouse_ " |n`'"9. Divide line 8 by 2. |pouse`ERRORD94/29 by 2` " |a%"TAXABLE SOC. SEC. BENEFITS: |a " |Bb'"10. ENTER ON 1040, LINE 20A THE AMT ON LINE 1 ABOVE > |pousebD851040, LIb " |c'" NOW COMPARE LINES 2 & 9. ENTER SMALLER ON 20b ALSO |pousec " |Od'" This is your TAXABLE SOC SEC BENEFIT >> |pousedERRORMIN(D87,D97)E SOC Sd " |f'"NOTE: Your data has been computed and entered properlypouseg&"on above compSuperCalc ver. 1.12 1987 FORM 1040, page 2; (& tax tables).L  7 DP'7' %" 1987 FORM 1040, page 2; (& tax tables)....." (to print, use: A6:h56)& t "|to  " | !"(1987)int, u"SCHEDULES FOR LOOKING UP & COMPUTING TAX....!"TBL RD OFFORB%IF((L49-100*(INT(L49/100)))<=50,(100*INT(L49/100))+25,(100*INT(L49/100))+75))"for SC ver. l.12 or SC2. by Ed Smith, Canoga Park, CA. as of:(L49/1"12/30/87r. l "|/29 " |9!"Sched. Xr. lp0chedp0chedp0chedp.11edp01edp01ed'"Please enter no. of exemptions from p.1, line 6e ---> " ?enter !"| NA|enter  '/NA| "|NA| "T ||!"Status 1ter p1800up1800up1800up.15up1800up198u""STATUS 1 (single)f e'"Enter filing status frm page 1 of 1040 (1,2,3,4,or 5) -> " ?iling !"| NA|iling  '/NA| "|NA| " ||p16800p16800p16800p.280p16800p2448!"TAX TABLEng A0INT((((Y1-LOOKUP(Y1,Q2:Q7))*LOOKUP(Y1,S2:S7))+LOOKUP(Y1,U2:U7))+.5)00))+75) '=!"=====/BINT(!"==========T( "|=== "A |=p27000p27000p27000p.350p27000p5304!"SCH XYZ==T(((G15-LOOKUP(G15,Q2:Q7))*LOOKUP(G15,S2:S7))+LOOKUP(G15,U2:U7))+.5)%"31) Amount from line 30 (ADJ. GROSS INCOME)!"|31 |ount fr" ?unt fr "|  " | p54000p54000p54000p.385p54000p14754"32a) CHK IF:[ ] 65/OVER [ ] BLIND; [ ] SPOUSE 65/OVEROKUP(G#" YOU WERE 65 OR OVERR [ ] "[ ]U!" BLINDERE 65!"| |ERE 65 '/ | "| | "X ||" [ ] OVER"" SPOUSE 65 OR OVERR"[ ]O!" BLINDE 65 O" ?E 65 O!"|32a|E 65 O '/2a| "|2a| " ||'"If you can be claimed as depdt on anothers return, check>P(G" [ ]n be!"|32b| ]n be '/2b| "|2b| " || '"If you are married filing sep.return, see p. 15 & check >P(G " [ ]e ma !"|32c| ]e ma '/2c| "|2c| " || ("33a) ITEMIZED DEDUCTS: See P.125. Enter amt frm line 26, Sch A >:U7 !"|33a|TEMIZED " ?EMIZED "|  "R | '" b) STANDARD DEDUCT. Enter amt based on filing status, Sch  !"|33b|TANDARD D7`IF(G11=0,IF(OR(E4=1,E4=4),2540,IF(E4=3,1880,3760))) "| " | " "Explanations:1=0,IF( %"34) Line 31 less line 33a or 33b. Enter >4 !"|34 |ne 31 l IF(G11>0,G6-G11,IF(G6-G12>0,G6-G12,0))1880, "| "A | $"TAX TABLE refers to tax tables.12>0, '"35) Total exemptions times 1900 or see chart on p 16 >0))) !"|35 |tal exe E3*1900ons  "| " | %"SCH XYZ refers to tax rate schedules. chart %"36) TAXABLE INCOME - line 34 minus 35:chart !"|36 |XABLE IG13-G14E -  "| "T |""TAX METHOD USED;E - %"; unprotect D16 & enter a 3 or 4 in D16hart AIF(G15<50000,1,2) o" <---IF(G!"| |IF(G!"//////////(G "|/// " |/(" in D16 ONLY if your tax is from ln 28, Sch. D or Form 8615, >:U7!"| |D16 ONL!"//////////NL "|/// "E |/("otherwise the correct entry (1 or 2) is automatically made for you.7!"| |ise the!"//////////he "|/// " |/!"Sched. Z/hep0chedp0chedp0chedp.11edp01edp01ed!"Hd-of-hsehe&" 3 = SCHED. D (alt. tax), or 4 = Form 8615y!"| | SCHED.!"//////////D. "|/// " |/!"Status 4/D.p2500up2500up2500up.15up2500up275u!"STATUS 4/D.("(IF 3 OR 4 SELECTED, ENTER TAX FROM SCH.D OR 8615 MANUALLY IN G20)7!"| |OR 4 SE" ?R 4 SE "|  " | p23000p23000p23000p.280p23000p3350!"TAX TABLE SEA0INT((((Y1-LOOKUP(Y1,Q18:Q23))*LOOKUP(Y1,S18:S23))+LOOKUP(Y1,U18:U23))+.5)5)""37) Enter tax!(Y1-LO&"(this entry is also made automatically for you),S18:!"|37 |entry iN/AIF(D16>2,G20,LOOKUP(E4*(D16^3)+.01,K51:K60))23))+LO "|/A "S |p38000p38000p38000p.350p38000p7550!"SCH XYZIF(D((G15-LOOKUP(G15,Q18:Q23))*LOOKUP(G15,S18:S23))+LOOKUP(G15,U18:U23))+.5)5)'"38) ADDITIONAL TAXES (see p.16) (From FORMS 4970 or 4972):OK!"|38 |DITIONA" ?ITIONA "|  " | p80000p80000p80000p.385p80000p22250%"39) add lines 37 and 38. Enter total: >S 4!"|39 |d linesN/AG21+G22and  "|/A "C | '-|!"|---|G21+ '---| "|--| " ||%"40) CREDIT FOR CHILD & DEPEND.CARE-form 2441!" | 40 |FO" ?0 |FO!"|40 |0 |FO '/0 | "|0 | "H ||%"41) CREDIT FOR ELDERLY & DISABLED (Sched R)!" | 41 |FO" ?1 |FO!"|41 |1 |FO '/1 | "|1 | " ||%"42) Add lines 40 + 41 and enter total >R)#" --------------------nd ent!"|42 |-------E25+E26---- "| "E |#"43) Line 39 less line 42 ent#" --------------------2 ent!"|43 |-------N/AIF(G23-G27>0,G23-G27,0)otal "|/A " |%"44) FOREIGN TAX CREDIT (attach Frm 1116):)!" | 44 | T" ?4 | T!"|44 |4 | T '/4 | "|4 | "D ||%"45) GENERAL BUSINESS CREDIT. CHECK IF):)!" | 45 | B" ?5 | B!"|45 |5 | B '/5 | "|5 | " ||&" FROM: ___3800,___3468,___5884,___6478:70 or 4#" --------------------_3468,!"| |------- '/ | "| | "U ||%"46) add lines 44 and 45. Enter total:_6478:!"|46 |d linesE29+E30and  "| " | %"47) line 43 minus 46 (not less than zero)78: !"|47 |ne 43 m N/AIF(G28-G32>0,G28-G32,0)an z "|/A "L | !"Sched. Y1F(G p0ched p0ched p0ched p.11ed p01ed p01ed !"Married-jt(G! '-rri!!"|---|d-jt(G! '---|! "|--|! " ||!!"Status 2t(G!p3000u!p3000u!p3000u!p.15u!p3000u!p330u!""STATUS 2 OR 58-G32>0"%"48) Self-employment tax (attach Sch SE))78:"!"|48 |lf-empl"" ?lf-empl" "| ?" "E |?"!" orlf-empl"p28000"p28000"p28000"p.280"p28000"p4080"!"TAX TABLEmpl"A0INT((((Y1-LOOKUP(Y1,Q33:Q38))*LOOKUP(Y1,S33:S38))+LOOKUP(Y1,U33:U38))+.5)5)#%"49) ALTERNATIVE MINIMUM TAX (Form 6251):OKUP#!"|49 |TERNATI#" ?TERNATI# "| ?# " |?#!"Status 5NATI#p45000#p45000#p45000#p.350#p45000#p8840#!"SCH XYZNATI#((G15-LOOKUP(G15,Q33:Q38))*LOOKUP(G15,S33:S38))+LOOKUP(G15,U33:U38))+.5)5)$&"50) INVESTMENT CREDIT RECAPTURE TAX (Form 4255):3:S3$!"|50 |VESTMEN$" ?VESTMEN$ "| ?$ "S |?$p90000$p90000$p90000$p.385$p90000$p24590%&"51) SOC. SEC. TAX ON UNREPORTED TIPS (Form 4137)::S3%!"|51 |C. SEC.%" ?C. SEC.% "| ?% " |?&&"52) TAX ON AN IRA OR QUAL RET PLAN (Form 5329))::S3&!"|52 |X ON AN&" ?X ON AN& "| ?& " |?'$"53) TOTAL TAX: add lines 47 thru 52F'!"|53 |TAL TAX'N/ASUM(G33:G39)es 47 t' "|/A ''"P.S. THIS TAX PROGRAM WILL AUTOMATICALLY TRANSFER THE TAXOOK' " | ( '-| (!"|---|HIS TAX( '---|( "|--| ('"TO LINE 37 OF CMPTR FORM 1040 SO YOU WON'T HAVE TO DO IT.OOK( "& |I)$"54) FEDERAL INCOME TAX WITHHELD:YOU ) "|) F)" ?AL I)!"|54 | ?AL I) '/4 |) "|4 |) " ||*%"55) 1987 EST.TAX PAYMNTS or FROM '86 RETURNA* "|) 1*" ?EST.*!"|55 | ?EST.* " / |* "| | *("BUT REMEMBER TO PRESS ! OCCASIONALLY TO FORCE CALCULATIONS.P(G15,U* " |R+%"56) EARNED INCOME CREDIT (see p. 18): TO FOR+ "|) E+" ?D IN+!"|56 | ?D IN+ " /|+ "|/| + '=/|+ " ||,$"57) AMOUNT PAID WITH FORM 4868: 18):, "|) A," ?T PA,!"|57 | ?T PA, " /, "| /, "C |-%"58) EXCESS SOC SEC & RRTA TAX WITHHELD:O FOR- "|) E-" ?S SO-!"|58 | ?S SO-!" / ?S SO- "| / - "| /- " |/.%"59) CREDIT FOR FED TAX ON FUELS (Frm 4136):R. "|) C." ?T FO.!"|59 | ?T FO.!" /?T FO. "| .$"Tax tables req'd for under $50,000m . "|x t. "A |t/%"60) REGULATED INVEST CO. CREDITS (Frm 2439):/ "|) R/" ?ATED/!"|60 | ?ATED/ '/0 |/ "|0 | /%"Rate schedules req'd for $50,000 and over): / "|te / " | /!"Sched.Y2dule/p0ched/p0ched/p0ched/p.11ed/p01ed/p01ed/!"Married-sepe0%"61) TOTAL PAYMENTS (add lines 54 thru 60)):0 '.) T0!"|61 |TAL PAY0SUM(D42:D48)d lines0 "| 0'" taxable amount =S. 0G15 0 "|0 "L |0!"Status 3G150p1500u0p1500u0p1500u0p.15u0p1500u0p165u0!"STATUS 3G151 '.ATU1!"|...| 3G151 '...|1 "|..| 1 '=..| 1 "|..|1 " ||1p140001p140001p140001p.2801p140001p20401!"TAX TABLE151A0INT((((Y1-LOOKUP(Y1,Q48:Q53))*LOOKUP(Y1,S48:S53))+LOOKUP(Y1,U48:U53))+.5)5)2'"62) If line 61 is more than line 53, enter AMOUNT OVERPAIDLO2!"|62 | line 62N/AIF(G49>G40,G49-G40,NA) 53, 2 "|/A 2&"LOOKUP TABLE FOR TAX CALCS: Tables - 1 singleT OVE 2p1OOKU 2A0Y4 2 "|2 "C |2p225002p225002p225002p.3502p225002p44202!"SCH XYZY4 2((G15-LOOKUP(G15,Q48:Q53))*LOOKUP(G15,S48:S53))+LOOKUP(G15,U48:U53))+.5)5)3%"63) AMOUNT OF LINE 62 TO BE REFUNDED TO YOU:3!"|63 |OUNT OF3N/AIF(AND(G51>0,G51>E53),G51-E53,NA):3 "|/A 3&" Tables - 2 married-jt5 3p2 3A0Y35 3 "|3 " |3p450003p450003p450003p.3853p450003p122954'"64) AMOUNT OF LINE 62 TO BE CREDITED TO 1988 EST. TAX:)+LOOK4"....?...T OF4!"|64 |..T OF4 '/4 |4 "|4 | 4&" Tables - 3 marr-sepTAX 4p3 4A0Y50 4 "|4 "S |5'"65) AMOUNT YOU OWE! (If line 53 is more than line 61))+LOOK5!"|65 |OUNT YO5N/AIF(G40>G49,G40-G49,NA)is mo5 "|/A 5&" Tables - 4 hd-of-hse1) 5p4 5A0Y20 5 "|5 " |6" CHECK [ ] 6$"IF FORM 2210 ATTACHED. PENALTY=bles 6" ?M 2210 6!"| |M 2210 6 '/ |6 "| | 6&" Tables - 5 qual.wid1) 6p5 6A0Y35  6 "|6 " |7 '=|7 "=| 7&" Rates - 1 single1) 7p8 7Y5 7 "|7 " |8""END OF PAGE 2. 8&" Rates - 2 marr-jt1) 8p16 8Y36 8 "|8 " | 9&" Rates - 3 marr-sep1) 9p24 9Y51 9 "|9 " |:(" POSSIBLE ERROR CHECK BELOW. (It is ok unless 999999 shows.),U :&" Rates - 4 hd-of-hse 9 :p32 :Y21 : "|: " |;("If 999999 shows, you entered a 3 or 4 in D16. 3 or 4 is onlys.),U ;&" Rates 5 qual.widor ;p40 ;Y36 ; "|; " |<("allowed if your tax is from Sch. D or Form 8615. Please check..),U>" * Error check: * ----->----->----->----->----->>IF(D16>2,999999,G15)--->---SuperCalc ver. 1.12 1987 1040, SCH. B (to print, use A4:H56)L  P7 %"1987 1040, SCH. B (to print, use A4:H56)" updated 12/31/87  "| up("for SUPERCALC vers 1.12 or later. by Ed Smith, Canoga Park, CAP(V "|r S '=r S "|r S'"SCHEDULE B 1987ga Park$" INTEREST & DIVIDEND INCOME !" 1987ST "|  '-  "| !"NAME(S):7ST"........?.......IVID "SSN? "|234 '-234 "|234$"(see instructions on p. 9 and 24.)  "|ee %" PART I - INTEREST INCOME  "| '.  "| &"1) INTEREST INC.from SELLER-FINANCED MORTGAGES: 1987 "| |N "||N !" PAYER NAME: " ? "|1|  "....?...... "|..? &"2) OTHER INTEREST INCOME (list name of payer): 1987 "| |T "||T "........?....................E  "| |  "....?......i "|..?"........?....................E  "| |W"....?......S "|..?"........?....................E  "| |u"....?......d "|..? "|2|? "||? "| |? "||? "| |? "||? "| |? "||? "| |? "||? "| |? "||? "| |? "||? '.|?#"|.|......................... "||..%"3) add lines 1 & 2. Put here & on ln 8, 1040 "|3|dSUM(F12:F23)t here  "| '- "|(" PART II - DIVIDEND INCOME (see instructions on pp. 9 & 24)P(V "| PA '. PA "| PA("4) DIVIDEND INCOME (list payers. Incl. on this line capital gainP(V "| DI&" distributions, non-taxable distrib., etc.) line c""| |\\\\\\\\\\\s, non "||\\"........?....................E  "| |M"....?......u "| ?"........?....................E  "| |r"....?......r "| ? "........?....................E  "| |  "....?...... "| ?! "| |?! "||?" "|4|?" "||?# "| |?# "||?$ "| |?$ "||?% "| |?% "||?& "| |?& "||?' '-|?'%"|-|----------------------------------, etc.)' "||--(&"5) add amounts on line 4 and enter total here: >>e c( "|5|d(SUM(F31:F40) 4 and ( "|)%"6) CAP.GAINS DIST.(put on Sch. D also). here)"...?.....NS ) "|6|.) '/|.) "||.*%"7) NON-TXBL. DISTR: (see Sch. D instr.) here*"...?.....L. * "|7|.* '/|.* "||.+&"8) add amounts on lines 6 and 7. Enter total: >>e c+ "|8|d+D42+D43 lin+ "|,&"9) line 5 minus ln 8.(place here & on line 10, 1040), "|9|i,F41-F44n 8., "|- '-- "|.!" PART III. "| P/("ANS 10 & 11 IF YOU REC'D MORE THAN $400 INTEREST OR DIV'DS OR HADP(V/ "|S 10$"FOREIGN ACCT OR FOREIGN TRUST.HAN $40!" |ACCT 0 "YES 0 "|S 0 "NO 0 "| 1 '. 1#"......|....................T1#"|.........................T1 "|...2$"10) During tax year did you have any2!" any |ng ta2"any 2#"|///////////////////////..T2 "|///3$"interest, etc. over foreign account?3!"unt? |, etc3" ? 3 "|? 3"?? 3 "| |4""COUNTRY NAME. over f4".......?............4!" |.....4#"|///////////////////////..T4 "|///5&"11) GRANTOR OF OR TRANSFEROR TO FOREIGN TRUST?T OR D5!" |TOR O5" 5#"|///////////////////////..T5 "| |6%"FOREIGN TRST? If so, see instr. page 23TRUST6!"Pg.23 |TRST?6" ?c6 "|?c6"??c6 "| |7 '= |7 "= |9"(end of Schedule B) F44n 8., "|- '-- "|.!" PART III. "| P/("ANS 10 & 11 IF YOU REC'D MORE THAN $400 INTEREST OR DIV'DS OR HADP(V/ "|S 10$"FOREIGN ACCT OR FOREIGN TRUST.HAN $40!" |ACCT 0 "YES 0 "|S 0 "NO 0 "| 1 '. 1#"......|....................T1#"|.........................T1 "|...2$"10) During tax year did you have any2!" any |ng ta2"any 2#"|///////////////////////..T2 "|///3$"interest, etc. over foreign account?3!"unt? |, etc3" ? 3 "|? 3"?? 3 "| |4""COUNTRY NAME. over f4".......?............4!" |.....4#"|///////////////////////..T4 "|///5&"11) GRANTOR OF OR TRANSFEROR TO FOREIGN TRUST?T OR D5!" |TOR O5" 5#"|//////////SuperCalc ver. 1.12 Schedule C - 1040 for 1987 by Ed Smith, Canoga Park, CA. as of:L  $ P7 )"Schedule C - 1040 for 1987 by Ed Smith, Canoga Park, CA. as of:,AE48:"12/31/87C - "(PRINT A3:H57)40 for '=RIN "=RIN)"SCHEDULE C - 1040. PROFIT OR LOSS FROM BUSINESS OR PROFESSION. 1987 '-HED "-HED""Name of proprietor:P$" |Social Security Number:FR "| $" ..................?...............!" |." ....?........ |  "|234)"A Principal business or profession, incl. product |B Principal bus 1987!"iness codel  "|ess%" or services (see instructions) //////////!"//////// |e" ..?. |e "| .."kind: ..........?.............. |!" |m "| %"C Business name and address: //////////////  $"//////// |D Employer ID number///// "|/// "name: ..........?............... | #" | (not SS#)  " ....?........ |  "|... "address: .......?................... ...............bu "|dre )"NOTE: ACTUAL IRS FORM REQUIRES MORE INFO IN THIS AREA. PLEASE READ IT.1987 "|TE: ("(There are no computations in this section, just Yes-No questions.)I '-her "|her""PART I - INCOMEmputa"DO PART III NEXT (before doing Part I)ion, j "| PA '. PA "| PA#"1a Gross receipts or sales:n#" | 1a |:n" ?  "|107$" b less: Returns & allowances:Part I" ?: Retu#" | 1b |ces" ?  "|00$" c Line 1a less line 1b (= balance)I#" | 1c | baF18-F19 |  "|&"2 Cost of goods sold/opns (from Part III, line 8)es-#"ne 8 | 2 |(frF71 |  "|$"3 Gross profit (line 1c - line 2):t #" | 3 |linF20-F21 |  "|%"4 Other income (incl wind. profit tax credit#" or refund in 1987 | 4 | pr" ?und in "| $"5 Gross income (lines 3 + 4a + 4b).x#" | 5 |4a SUM(F22:F23) |4a  "| '- "|#"PART II - DEDUCTIONS |4a  "|RT  '.RT  "|RT $" 6 ADVERTISING |4b).x" ? OF LN$"|23 REPAIRS |4b).x" ? OF LN "|0R$" 7 BAD DEBTS(SALES OR SERVICE|4b).x" ?DEBTS($"|24 SUPPLIES (NOT IN PART III|4b).x" ?PLIES  "| $" 8 BANK SERVICE CHARGES |4b).x" ? SERVI$"|25 TAXES |4b).x" ?PLIES  "|00$" 9 CAR & TRUCK EXPENSES |4b).x" ?& TRUC$"|26 TRAVEL,MEALS & ENTERTAIN.|4b).x '/6 T "|6 T$"10 COMMISSIONS |4b).x" ?& TRUC$"| a TRAVEL |4b).x" ?PLIES  "|0T $"11 DEPLETION |4b).x " ?ETION  $"| b TOT. MEALS & ENTERTAINMT |4b).x '/b T "<26b "....?...F LN!$"12 DEPREC.& SECT. 179 DEDUCT.|4b).x! '/ DE!$"| c 20% OF LN 26b (instruct) |4b).x! '/c 2! "<26c!H33*.20 (in"$" FROM FM 4562 (not Pt. III)|4b).x"" ? FM 45"$"| d Line 26b less line 26c |4b).x"H33-H34 lin" "|#$"13 DUES & PUBLICATIONS |4b).x#" ? & PUB#$"|27 UTILITIES & TELEPHONE |4b).x#" ?H33-# "| U$$"14 EMPLOYEE BENEFIT PROGS. |4b).x$" ? & PUB$$"|28a WAGES |4b).x$"<28a$"....?... EXP%$"15 FREIGHT (not in Part III) |4b).x%" ?GHT (n%$"| b JOBS CREDIT |4b).x%"<28b%"....?...CRED&$"16 INSURANCE |4b).x&" ?GHT (n&$"| c Subtr. ln 28b from ln 28a|4b).x&H37-H38 fro& "|'$"17 INTEREST |4b).x' '/ IN'$"|29 OTHER EXPENSES (SPECIFY) |4b).x' "|9 O($" a MRTG INT. TO FINAN. INST.|4b).x(" ?G INT.( "| (" ? |T.(" ? ( "| )$" b OTHER INTEREST |4b).x)" ?ER INT) "| )" ? | )" ? ) "| *$"18 LAUNDRY & CLEANING |4b).x*" ?DRY & * "| *" ? | *" ? * "| +$"19 LEGAL & PROFESS.SERVICES |4b).x+" ?DRY & + "|LE+" ? | +" ? + "| ,$"20 OFFICE EXPENSE |4b).x," ?DRY & , "|OF,#" | , "| -$"21 PENSION & PROFIT SHAR. |4b).x-" ?ION & - "| -#" | - "| .$"22 RENT ON BUSINESS PROPERTY |4b).x." ?ION & . "|00.#" |Y . "| / '. / "| 0%"30) total deductions (sum lines 6 thru 29):0#" | 30 |in0SUM(C28:C47)+SUM(F28:F47)hr0 "|1 '-1 "|2%"31 Net profit or loss. Line 5-30. If profit,2#" | | 52 '\ 2 "| 3%" enter on 1040, line 13 & on Sched SE. If3#" | |on3 '/ 3 "| 4$" a loss, you must go on to line 32.4#" | 31 | l4F24-F49 |4 "|p5 '-p5 "|p6)"32 If you have a loss, you MUST answer this question: (See Instruct.)|19876" Yes?ou hav6 "|Yes7)" Do you have amts for which you are not at risk in this business? |19877" No?you hav7 "|No?8)" If "Yes," you MUST attach FORM 6198. If "No," see instructions. |19878 "|If 9 '=If 9 "=If :$" (Used only for XQT file)--->198:N/AIF(F53>0,F53,NA)le);" Page 2 (to print, use A60:g71)<)"PART III COST OF GOODS SOLD &/or Operations (See Schedule C Instructions.7= '.RT = ".RT >&"1 Inventory at start of year (may need explanation)>#"anation). | 1 |ar>" ?nal us> "|00?'"2 Purchases less cost of items withdrawn for personal useC ?#"r personal use | 2 |te?" ?nal us? "|00@%"3 Cost of labor (but not your salary)wn for@#" | 3 |ou@" ?nal us@ "|00A#"4 Materials & supplies |ouA#" | 4 |ouA" ?nal usA "|0 B""5 Other costs |B#" | 5 |ouB" ?nal usB "|0 C#"6 add lines 1 thru 5 5 |ouC#" | 6 |ouCSUM(F63:F67) 6 |ouC "|D$"7 Less: Inventory at end of yeararyD#" | 7 |f D" ?SUM(D "|00E&"8 COST OF GOODS SOLD &/or OPERAT. Line 6-7.personaE#" | |OPE '\ E "| F(" Also enter in Part I, line 2 above. (is done automatically)tructF#"done automatically).| 8 |neFF68-F69y).|F "|G '=G "=H"PART IV (contains only codes to be used. Place proper code onctI" Line B on Page 1 of Sched. C. See actual IRS Sch. C.)ctJ""(end of Schedule C)nsalary)wn for@#" | 3 |ou@" ?nal us@ "|00A#"4 Materials & supplies |ouA#" | 4 |ouA" ?nal usA "|0 B""5 Other costs |B#" | 5 |ouB" ?nal usB "|SuperCalc ver. 1.12 1987 IRS FORM 1040 SCHEDULE D - 2 PAGESL     & 1  P 7 %" 1987 IRS FORM 1040 SCHEDULE D - 2 PAGES#"by Ed Smith, Canoga Park, CA " |d"Please enter filing status number from Form 1040, pg.1: -->>" ?1.(V2 "|eas " |s!"(1987)enter %"SCHEDULE X (FILING STATUS 1) (SINGLE)Form 1 !"TBL RD OFF(F!E#PIF((V21-100*(INT(V21/100)))<=50,(100*INT(V21/100))+25,(100*INT(V21/100))+75)&"(to print page 1, use: A4:O63 )(for page 2: S4:W59)"as of 12/31/871, use " |f'"To print, use S4:W59 (used only for XQT file -->2IF(V10>0,V10,IF(V2=3,MAX(-1500,V10),MAX(-3000,V10))),(100*I "| " |!"Sched. XIF(Vp0chedp0chedp0chedp.11edp01edp01ed !" SingleF(V '- Si "---i '=-i "=-i "T |i!"Status 1F(Vp1800up1800up1800up.15up1800up198u !"STATUS 1F(V("SCHEDULE D CAPITAL GAINS AND LOSSES (& 1099-B) 1987)"SCHEDULE D 1987T(V21/1 " |Dp16800p16800p16800p.280p16800p2448 !"TAX TABLE !DAINT((((AH1-LOOKUP(AH1,AA2:AA7))*LOOKUP(AH1,AC2:AC7))+LOOKUP(AH1,AE2:AE7))+.5) '. "...)"CAPITAL GAINS & LOSSES  PAGE 2,AE2: "A |Tp27000p27000p27000p.350p27000p5304 !"SCH XYZGAINS!DA((V21-LOOKUP(V21,AA2:AA7))*LOOKUP(V21,AC2:AC7))+LOOKUP(V21,AE2:AE7)!"NAME(S):((V2" ..........?............4!"SOC SEC NO:D " ?67O:D"<<--If you use hyphens, Soc. '---I "---I " |Ip54000p54000p54000p.385p54000p14754 '-54 " |" Sec # won't copy to page 2.7))*L!"NAME(S): won"........?.........y  "SSN L6D "|4Vp "X |pq200000L6Dq200000L6Dq200000L6Dq200000L6D*"1)Report total sales of stocks, bonds, etc. from 1987 broker's 1099-B, etc. |7))+.5  "1|ep " ?rt tota " |? '-|? "||? " |?+" If this differs from total of lines 2b & 9b, (col d), attach statement. -----------  '-If  " | %" PART III - SUMMARY OF PARTS I & IIb '-  "|  " |  " |  '"18) combine lns 8 & 17.If gain,enter here & on 1040,ln 19|ac "18|c N36+N62 & 1 "| " | " | '"19) if line 18 is a loss, enter here and on 1040, ln 14 |ac "19|i IF(V10<0,MIN(V10,V61),0)re  "| "R | '-| " | '" the smaller of ln 18 or 3000 (1500 if M filing sep.) |ac " |t '\|t "||t " |t ""Explanations:r of ln )"PART I - SHORT-TERM CAPITAL GAINS & LOSSES - ASSETS HELD 6 MO.OR LESSnt.  " |  '-|  "||  "A |  $"TAX TABLE refers to tax tables.S & L " |T ("PART IV - (First complete Form 1040 to get figures for line 20) LESS "|RT  " |  $"SCH XYZ refers to rate tables.1040 t""a) DESC. OF PROPERTY " |E!"DATE AQ'DF P " | !"DATE SOLDF P " | !"SALE PRICE P " |E !"e) COSTCE P  "| CO !"f) LOSSCE P  " |LO !"g) GAINCE P " |A "Read Sch. D to see if you must use Part IV, Alternative Tax ComputationAE48: "|  "T |  '.|  "..|  '.|  "..|  '.|  "..|  '.|  ".|  '.  "|  '.  ".|.  '..  " | '"20) Enter amount from 1040, line 36 (taxable income) |on "20|E" ?er amo "|  " | '"2a) Form 1099-B Transactions (Sales of Stocks, Bonds, Etc.)n  '/) F " |FABS(N17)ans'"21) Enter smaller of gain on line 18 or 17 |n "21|EMIN(V10,N62)ain on  "| "E |+" (Report real estate transactions from a 1099-B on line 2c)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ " |('"22) Subtract line 21 from 20 |2c "22|SV16-V17 21  "| " |!"Sched. ZV16-p0chedp0chedp0chedp.11edp01edp01ed "" Hd of House7 21 " ?eral M " |G" ?7ral M " |/" ?7ral M " |/" ?ral M " |/ " ?ral M  "|0/ IF(J19>H19,J19-H19,0)  " | IF(H19>J19,H19-J19,0)  " |ABS(N19)9,H'"23) Enter $16800 if you are filing status 1, $28000 if 2,|2c "23|EE#IF(V1=1,16800,IF(V1=2,28000,IF(V1=3,14000,23000)))c "| " |!"Status 4IF(Vp2500up2500up2500up.15up2500up275u !"STATUS 4IF(V" ?4IF(V " | " ?4IF(V " |?" ?4IF(V " |?" ?IF(V " | " ?IF(V  "| IF(J20>H20,J20-H20,0)28000,  " | IF(H20>J20,H20-J20,0)28000, " |ABS(N20)0,H'" $14000 if filing status 3, or $23000 if 4. |c " |$ '\|$ "||$ " |$p23000p23000p23000p.280p23000p3350 !"TAX TABLE if!D3WINT((((AH1-LOOKUP(AH1,AA18:AA23))*LOOKUP(AH1,AC18:AC23))+LOOKUP(AH1,AE18:AE23))+.5) " | " | " |" ?INT( " | " ?INT(  "| IF(J21>H21,J21-H21,0)AA18:A  " | IF(H21>J21,H21-J21,0)AA18:A " |ABS(N21)1,H'"24) Enter the greater of line 22 or 23 |AC "24|EE#MAX(V18,V19)of line "| "S |p38000p38000p38000p.350p38000p7550 !"SCH XYZMAX(!D3P((V21-LOOKUP(V21,AA18:AA23))*LOOKUP(V21,AC18:AC23))+LOOKUP(V21,AE18:AE23)E2 " | " | " | " |  "| IF(J22>H22,J22-H22,0)AA23))  " | IF(H22>J22,H22-J22,0)AA23)) " |ABS(N22)2,H'"25) Subtract line 24 from 20 |)+ "25|SIF(V16>22500,V16-V21,0)e Pa "| " |p80000p80000p80000p.385p80000p22250 " | " | " | " |  "| IF(J23>H23,J23-H23,0)  " | IF(H23>J23,H23-J23,0)  " |ABS(N23)3,H'"26) Figure the amount of tax on line 24. (see instruct.) |)+ "26|FN/AIF(V24<50000,LOOKUP(V1,AA59:AA63),LOOKUP((V1*8),AA64:AA68)) "| "C |q200000IF(Vq200000IF(Vq200000IF(Vq200000IF(V%"2b) Total (add column (d)) > > > > > > > >O ">>|TSUM(H18:H23)(d)) > " |  '/ " |ABS(N24)23)&" |C48 " | '\| "|| " |#"2c Other Transactions:d)) > '\ Ot '\ Ot " |tABS(N25)ons'"27) Multiply line 25 by 28% and enter result |64 "27|MV22*.28 25  "| "H |" ?V22* " | " ?V22* " |?" ?V22* " |?" ?V22* " | ? " ?V22*  "| ? IF(J26>H26,J26-H26,0) enter  " | IF(H26>J26,H26-J26,0) enter " |ABS(N26)6,H'"28) Add ln 26 & 27. Also enter on 1040,ln 37; Check box D|64 "28|AN/AV23+V257. A "| " |" ?V23+ " | " ?V23+ " |?" ?V23+ " |?" ?V23+ " | ? " ?V23+  "| ? IF(J27>H27,J27-H27,0)on 104  " | IF(H27>J27,H27-J27,0)on 104 " |ABS(N27)7,H '. "| "E | " | " | " | " |  "| IF(J28>H28,J28-H28,0)on 104  " | IF(H28>J28,H28-J28,0)on 104 " |ABS(N28)8,H("PART V - Computation of Capital Loss Carryovers from 1987 to 1988)) "|RT  " |  '.|  " | ABS(N29)on  " (Complete this part if loss on line 18 is more than loss on line 19.)AE18: "|(Co "D |o("3) SHORT-T.GAIN FRM SALE/EXCH.OF PRIN.RES.(Form 2119 ln 8 or 14)e 19 !"r 14) |3T.GA  "|14)  '/14)  " |4) P0|4) " |)ABS(N30)M S'"29) Enter loss on ln 8; if none, enter 0 & skip ln 30-33 |r  "29|EIF(V100,N62,0)))r 0  "| "U |("5) NET SHORT TERM GAIN OR LOSS fm PARTNERSHIPS, S CORP and FIDUC.19 !"FIDUC |5ORT  "|DUC P0DUC  " |UC P0|UC " |CABS(N32)GAI'"31) Subtract line 30 from line 29 |FI "31|SIF(V100,V30-V31,0)))|FI "| " | $"6) SHORT-TERM CAPITAL LOSS CARRYOVER !" |6TERM "| P0 " | '/  " |  '"32) Enter the smaller of line 19 or 31 |FI "32|E IF(V100,N36,0)))er 0# "|# " |#!"Status 5IF(V#p45000#p45000#p45000#p.350#p45000#p8840 #!"SCH XYZIF(V!#D30((V21-LOOKUP(V21,AA33:AA38))*LOOKUP(V21,AC33:AC38))+LOOKUP(V21,AE33:AE38)E3 $!" |((V2 $ " | $ " | $'"36) Subtract line 35 from 34 |)+$ "36|S$IF(V10H43,J43-H43,0)THER O * " | *IF(H43>J43,H43-J43,0)THER O* " |*ABS(N43)3,H* '.* "|* " |+" ?ABS(+ " | +" ?ABS(+ " |?+" ?ABS(+ " |?+" ?ABS(+ "| ? +" ?ABS( + "| ? +IF(J44>H44,J44-H44,0)THER O + " | +IF(H44>J44,H44-J44,0)THER O+ " |+ABS(N44)4,H+("39) Check here if you elected out of the installment method >ALUE.\+" [ ]r+ "| + " | , " | , " | , " | , "|| , "|| , " | , " | ,ABS(N45)you,'"40) Enter face amount of note or other obligation..-->>hod >," ?er fac, "| , "C | - " | - " | - " | - "|| - "|| - " | - " | -ABS(N46)unt-'"41) Enter % of valuation of note or other oblig. -->>hod >-" ?er % o- "| - " | . " | . " | . " | . "|| . "|| . " | . " | .ABS(N47)uat. '-. "|. "A |/&"9b) Total (add column (d)) > > > > > > > > > | -->/SUM(H42:H47)(d)) >/ "| / '/// " |/ABS(N48)47)/("PART VII - RECONCILIATION OF FORMS 1099-B FOR BARTERING TRANSACTIONS/ "|RT / " | /!"Sched.Y2- RE/p0ched/p0ched/p0ched/p.11ed/p01ed/p01ed /"" Married (sep)ILIA0*"9c) Other Transactions:\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ 0 '\) O0 " |O0ABS(N49)ion0)"Complete this if you rec'd any Forms 1099-B, etc., with barter income.\\\\\\0 "|mpl0 "L |l0!"Status 3this0p1500u0p1500u0p1500u0p.15u0p1500u0p165u 0!"STATUS 3this1" ?3this1 " | 1" ?3this1 " |?1" ?3this1 " |?1" ?3this1 "| ? 1" ?3this 1 "| ? 1IF(J50>H50,J50-H50,0)Forms 1 " | 1IF(H50>J50,H50-J50,0)Forms 1 " |1ABS(N50)0,H1 '.1 "|1 " |1p140001p140001p140001p.2801p140001p2040 1!"TAX TABLEBS(!1DFINT((((AH1-LOOKUP(AH1,AA48:AA53))*LOOKUP(AH1,AC48:AC53))+LOOKUP(AH1,AE48:AE53))+.5)2" ?INT(2 " | 2" ?INT(2 " |?2" ?INT(2 " |?2" ?INT(2 "| ? 2" ?INT( 2 "| ? 2IF(J51>H51,J51-H51,0)AA48:A 2 " | 2IF(H51>J51,H51-J51,0)AA48:A2 " |2ABS(N51)1,H2#"42) Form 1040, line 21J51,02 "42| 2" ?orm 1042 "| ?2 "C |?2p225002p225002p225002p.3502p225002p4420 2!"SCH XYZm 104!2DE((V21-LOOKUP(V21,AA48:AA53))*LOOKUP(V21,AC48:AC53))+LOOKUP(V21,AE48:AE53)E53 " |3 " |3 " |3 "|| 3 "|| 3IF(J52>H52,J52-H52,0)AA53)) 3 " | 3IF(H52>J52,H52-J52,0)AA53))3 " |3ABS(N52)2,H3#"43) Schedule C (Form 1040),03 "43|S3" ?hedule 3 "| ?3 " |?3p450003p450003p450003p.3853p450003p122954 '-954 " |4#"44) Schedule D (Form 1040),04 "44|S4" ?hedule 4 "| ?4 "S |?4q200000hedule 4q200000hedule 4q200000hedule 4q200000hedule 5("10) LONG-TERM GAIN - SALE/EXCH PRIN. RES (F2119, Ln 8,10,or 14)KUP(V 5!" 14) |10TERM 5 "|4) 5 '\4) 5 " | 5" ?10TERM5 " | 5#"45) Schedule E (Form 1040)XC5 "45|S5" ?hedule 5 "| ?6'"11) LONG-TERM GAIN FRM INSTLMNT SALES (F.6252, ln 23 or 31): 6!" |11TERM 6 "| 6 '/ 6 " | 6" ?10TERM6 " | 6#"46) Schedule F (Form 1040)LM6 "46|S6" ?hedule 6 "| ?7'"12) NET LONG-TERM GAIN OR LOSS FRM PARTNERS, S CORPS, FIDUC: 7!" |12ONG- 7 "| 7" ?13AL G 7 " | 7" ?10TERM7 " | 7ABS(N56)GAI7&"47) Other (identify)(if not txbl, indicate reason)S,7 " |O7 '/|O7 "||O7$"Tax tables req'd for under $50,000nd8%"13) CAPITAL GAIN DISTRIBUTIONS (see Sch. B)e8 " |C 8!" |13AL G 8 "| 8 '\ 8 " | 8" ?10TERM8 " | 8ABS(N57)IST8" ...........?.................?........................:8 "47|.8" ?.......8 "| ?8%"Rate tables req'd for $50,000 and over......9%"14) ENTER GAIN FROM FORM 4797, LINES 7 OR 9. 9!" |14 GAI 9 "| 9 '/ 9 " | 9" ?10TERM9 " | 9$"48) Total (add lines 42 thru 47)NES 9 "48|T9SUM(V51:V57)2 thru 9 "|9" LOOKUP TABLE FOR TAX CALCS::$"15) LONG-TERM CAPITAL LOSS CARRYOVER :!" |15TERM : "| :" ?16ll l : " | : '/| : " | : '=| : "=| :""Tables-#1 single =AL:p1able:DVcAH4: "|;("16) Add all lines 9a + 9c + lines 10 thru 15 in cols (f) and (g)UP(V ;!"d (g)|16ll l ; "((g) ;SUM(L42:L59) 9c + l ; " )| ;SUM(N42:N59) 9c + l; " |;$" end of Sched. D, page 210 ;!"married-jend;p2arri;D@AH35of Sche; "|< '. < "..| < '.|< " |<("(this tax program uses this info in Part III, line 19 above):g)UP(V<D0IF(V1=3,1500,3000)i '=> "===>!"qual.wid.H20>p5ual.>D@AH3560 gai> "|?""Rates-#1 single =ai?p8ates?DVTAH5? "|@"End of Schedule D, page 1los@!"married-jedu@p16rri@D@AH36e D, pa@ "|A"Page 2 is to the right of page 1 above.columA"Go to S1.(V2A!"married-sep Ap24rriADcEAH51he righA "|B!"hd-of-hseH51Bp32-ofBDGPAH21he righB "|C!"qual.wid.H21Cp40al.CD@AH36he righC "|C"(end of Sch. D) righ0 ;!"married-jend;p2arri;D@AH35of Sche; "|< '. < "..| < '.|< " |<("(this tax program uses this info in Part III, line 19 above):g)UP(V<D0IF(V1=3,1500,3000)i '=> "===>!"qual.wid.H20>p5SuperCalc ver. 1.12 1987 IRS SCH E-Pg.1 by Ed Smith, Canoga Park, CA (print: A3:K60)L            P7 )" 1987 IRS SCH E-Pg.1 by Ed Smith, Canoga Park, CA (print: A3:K60)9)))-( "12/29/87 SCH "|/29 "NOTE: ENTER ALL LOSSES and DEDUCTS AS NEG. #'s (use a minus sign before no.).edD49" 12/29/87 '= 1  "= 1  '- 1 "-  1)"SCHEDULE E 1987o.). )"SCHEDULE E 1987).)"SUPPLEMENTAL INCOME SCHEDULE PAGE 17). )"SUPPLEMENTAL INCOME SCHEDULE PAGE 2).*"-------------------------------------------------------------------------------S(D49  '----  "----  '=--- "=---!"NAME(S):----" ?----!"SOC SEC NO.: " ?8O.:  "|160 !"NAME(S):O.:" ?.:""SOC SEC NO ---------J6 "|C S '-C S  "|C S  '-C S "|C S*"PART I - RENT & ROYALTY INCOME OR LOSS - Caution: your rental loss may be limitedD49  "|RT ("PART II - INCOME OR LOSS FROM PARTNERSHIPS and S CORPORATIONSloss ma "|RT  "|RT (" (If loss reported below, see instructions re Form 6198.)ma "| *"1) In space below | 2) Did you or family use | 3) Did you actively participatedD49 "| In '. In "| In *"show kind and | prop. over 14 days or 10% | in operation of this activityedD49 "|ow &" PARTNERSHIPS AND S CORPORATIONS in op "| ("location of prop. | of days rented? |Yes| No | during the tax year? " |t !" Yes | Nof p "|es  "|es  "CODE "|DE !"c) IF Nof p "| IF !"d) EMPLOYERp "| EM "" e) AT-RISK?. | o "| e) !" PROP AT-RIS " ?St, " | ? | ?t, " ||  " | " ? | ?St, "|X  "" a) NAME Los Ang "|  !"P or S NAME "|or  !"FORGN? NAME "|RGN !" ID NUMBER "|ID  !" YESBER "| Y !" NOBER "| !" PROP BBER " ?R " | ? | ? " ||  " | " ? | ?R "|X '.X  "|X  '.X  "|X  '.X  "|..  '..  "|..  '..  "|..  '..  "|. !" PROP CXR" ?R" | ? | ? " ||  " | " ? | ?R  "|X  "A |" ?XR "| " ?  "|? " ?  "|? " ?XR "| " ?XR "| " ?XR "|  '.  "|  "B |" ?XR "| " ?  "|? " ?  "|? " ?XR "| " ?XR "| " ?XR "| #"RENTAL and ROYALTY INCOMEs r " |"" PROPERTIESYALTY IN "|PRO !" TOTALSTIES  "|OTA  "C |" ?TIES "| " ?  "|? " ?  "|? " ?TIES "| " ?TIES "| " ?TIES "|  " |!" ATIES "| A!" BTIES "| B!" CTIES "| C !"A + B + CES  "|+ B  "D |" ?CES "| " ?  "|? " ?  "|? " ?CES "| " ?CES "| " ?CES "|  " | '. | "|.. '.. "|.. '.. "|...  '...  "|..  "E |" ?CES "| " ?  "|? " ?  "|? " ?CES "| " ?CES "| " ?CES "| "" 4) RENTS RECEIVEDIN " |" ?SUM( "|0" ?SUM( "|00" ?SUM(""| 4|/////////IVEDIN SUM(D20:H20)OMEs r  "|  '- "|#" 5) ROYALTIES RECEIVEDMEs r " |" ?YALTIES "| ?" ?YALTIES "| ?" ?YALTIES "| 5| SUM(D21:H21)MEs r  "| $" PASSIVE ACTIVITIES | |#"NON-PASSIVE ACTIVITIESS  "|N-P '.N-P "...| '..| "|.. '.. "|.. '.. "|...  '...  "|.. $"f) Passive loss| g) Passive inc. | |""h) Non-passive |g) P%"i) Section 179 | j) Non-passive incomes| No  "| Se#"RENTAL & ROYALTY EXPENSES:si "| | '/ | "| |  '/ |  "| | $" from Form 8582| from Sched K-1 |om"" loss from K-1 |from$" deduction | from Sched K-1om "|edu"" 6) ADVERTISING f "| 6|" ?VERTISI "| ?" ?J57+ "| ?" ?VERTISI "| |  " /|  "||  "A| "||" ? "| ?" ?ISI "| " ? ?ISI " | " ?ISI "| " ?ISI "| "" 7) AUTO & TRAVEL f "| 7|" ?J57+ "||" ?TO & TR "| ?" ?TO & TR "| |  " /  "|/  "B/ "|/" ? "| ?" ?57+ "| " ? ? TR " | " ? TR "| " ? TR "| #" 8) CLEANING and MAINTENANCE "| 8|" ?EANING  "| ?" ?TO & TR "| ?" ?EANING  "| |  " /  "| /  "C / "| /" ? "| ?" ?NG  "| " ? ?57+ " | " ? TR "| " ?NG  "| "" 9) COMMISSIONS MAIN "| 9|" ?EANING  "||" ?TO & TR "|0" ?EANING  "| | !" /MMISSIO  "| /  "D / "| /" ? "| ?" ?SIO "| " ? ?SIO " | " ?SIO "| " ?NG  "| ""10) INSURANCES MAIN "|10|" ?EANING  "||" ?TO & TR "||" ?EANING  "| | !" /URANCE  "|  "E  "| " ? "| ?" ?NCE "| " ? ?NCE " | " ?SIO "| " ?NG  "| $"11) LEGAL & OTHER PROFESS. FEES-1om "|11|" ?GAL & O "| ?" ?GAL & O "| ?" ?GAL & O "| |  '/ |  "| | !"30a TotL & O '\a T "|a TSUM(R24:R28)ESS. FE "| '\ "\\| '\| "||SUM(AA24:AA28)S. FE "|$"12) MORTG INT PD TO FINAN INST-1om "|12|" ?GAL & O "|0" ?GAL & O "|0" ?GAL & O "|12| SUM(D30:H30)NAN INS  "| !" b TotSUM(SUM(P24:P28)NAN INS "| '/ "|SUM(T24:T28)NAN INS " |SUM(X24:X28)NAN INS "| '/ "|""13) OTHER INTEREST8) "|13|" ?HER INT "| ?" ?HER INT "| ?" ?HER INT "| |  '/ |  "| | ("31 Add amounts in cols. g) and j),line 30a. Enter total here> year?!" |31untR29+AA29col "|!"14) REPAIRS+ "|14|" ?HER INT "||" ?HER INT "||" ?HER INT "| |  " /|  "|| ("32 Add amts. in cols. f), h), & i), ln 30b. Enter total here> year?!" |32s. P30+T30+X30 f), h),") negative0+ !"15) SUPPLIES "|15| " ?PPLIES "| ? " ?PPLIES "| ? " ?PPLIES "| | " / "|/ ("33 Total partner. & S-corp inc or loss. Combine lines 31 & 32 >ar? !" |33art AC31+AC32 S "|!#"16) TAXES (not Windfall)p in! "|16|!" ?PPLIES! "||!" ?PPLIES! "||!" ?PPLIES! "| | ! " / ! "| / ! '- /! "| /"""17) UTILITIES Windfa" "|17|"" ?ILITIES" "| ?"" ?ILITIES" "| ?"" ?PPLIES" "| | "!" /ILITIES " "| / "&"PART III - INCOME or (LOSS) from ESTATES and TRUSTSs" "|RT ##"18) WAGES AND SALARIESOSS) f# "|18|#" ?GES AND# "| ?#" ?GES AND# "| ?#" ?GES AND# "| | #!" /ES AND # "| ##" a) NameS) f# "| #"" b) Employer ID #N# "| b)$""19) OTHER (list):#N$ " |$" ?HER (li$ "| ?$" ?HER (li$ "| ?$" ?HER (li$ "| | $!" /R (li $ "| $ "A $ "| $" ? (li$ "| $" ?(li$ "| %" ?(li% " |%" ? ?(li% "| ?%" ? ?(li% "| ?%" ? ?(li% "| | %!" /(li % "| % "B % "| %" ?(li% "| %" ?(li% "| &" ?(li& " |&" ? ?(li& "| ?&" ? ?(li& "| ?&" ? ?(li& "| | &!" /(li & "| & "C & "| &" ?(li& "| &" ?(li& "| ' " |' "| |' "| |' "| | '!" /li ' "| ' '. ' "| ( " |( "| |( "| |(""| |/////////t):#N ( '/ |/ ( "| |/ (%" PASSIVE ACTIVITIESand ( " | ($" NON-PASSIVE ACTIVITIESACTIVIT( "| ) '. ) "...|) '..|) "|..) '..) "|..) '..)""|..|.........SIVE AC ) '..|. ) "|.|.)""c) Passive lossVE AC) "| Pa)""d) Pass.incomsVE AC) "e |a)$"e) Other loss | f) Other inc (K-1)) "| Ot*$"20) total expenses other than (K-1)* "| |* '/ |* "| |* '/ |* "| |* '/ |* "| | * '/ | * "| | * "A |* "| |*" ?J57+* "| *"? * " | *" ? exp* "| *" ?exp* "| +#" deprec. or depletionthan+ "|20|+SUM(D24:D37)onthan+ "|+SUM(F24:F37)onthan+ "|+SUM(H24:H37)onthan+ "|20| +D44+F44+H44onthan + "| + "B+ "|+" ?D44++ "| +"? + " | +" ?D44++ "| +" ?44++ "| ,$"21) DEPREC. or DEPLET. EXPENSE(K-1), "|21|," ?J57+, "|0," ?J57+, "|0," ?J57+, "|21| ,D45+F45+H45. EXPENS , "| , , "C, "|," ?D45+, "| ,"? , " | ," ?J57+, "| ," ?45+, "| -#"22) total. Add lines 20 & 21- "|22|-D44+D45nes - "|-F44+F45nes - "|-H44+H45nes - "| | - '/ | - "| | - "34a-!"TotalsH44+- '\tal- "|tal-V43+V44+V4520 & 21- " |- '\|- "||-AA43+AA44+AA45& 21- "|.$"23) income or loss; ln 4+5-22(K-1). "|23|.IF(D20=0,D21-D46,IF(AND(D20>0,D20>D46),D20-D46,0))2. "|.IF(F20=0,F21-F46,IF(AND(F20>0,F20>F46),F20-F46,0))2. "|.IF(H20=0,H21-H46,IF(AND(H20>0,H20>H46),H20-H46,0))2. "| | . '/ | . "| | .!" b Totals(H.R43+R44+R45-H46,IF(. "|. '/. "//|.X43+X44+X45-H46,IF(. "|. '/. "|/#"24) Deductible rental loss;(/ "| |/ '/ |/ "| |/ '/ |/ "| |/ '/ |/ "| | / '/ | / "| | /'"35 Add amts in cols d) & f), line 34a. Enter total here >)2/!" |35s i/V46+AA46s d/ "|0#" see instr. re Form 8582 0 "|24|0IF(D21=0,IF(D2020!" |36s i0R47+X47ls c0") negative7+1 '-neg 1 "|neg 1'"37 Total estate & trust inc or loss. Combine lines 35+36 >21!" |37sta1AC48+AC49ru1 "|2("25) Profits. Add rental & royalty profits from line 23; enter here >2 "|25| 2(SUM(D47:H47)+(ABS(D47)+ABS(F47)+ABS(H47)))/2 enter 2 "| 2 '-2 "|3("26) Losses. Add royalty losses on line 23 & rental losses from 24.>3 "|26( 3(SUM(D47:H47)/2)-((ABS(D47)+ABS(F47)+ABS(H47))/2)+(SUM(D49:H49))ity 3") 3"negative(SUM 3("PART IV - INCOME or LOSS from R.E. Mortg Invest Conduits (REMICs)9:H3 "|RT 4&"27) Net profit or loss. Combine lines 25 & 26. Condu4 "|27| 4J51+J52 los 4 "| 4!"a) NameJ51+4 "| N4""b) Employer ID # los4 "| Em4""c)Excess incl # los4""| d) Txbl inc lossos4 "|d) 4#"e) Inc from Sch Q, 3b Combi4 "| I5 '- I 5 "| I5"? I5 "| I5" ?rom 5 "| 5" ??rom 5 "| 5" ?8 co5 "| 5" ?8 co5 "| 6'"28) NET FARM RENTAL PROFIT OR LOSS (FORM 4835, LINE 34) (REM6 "|28| 6P028| 6 "|8| 6)"38 Combine cols d) & e) only. Enter total here > > > > > > > > > >y6!" > |38 co6X54+AC54 & 6 "|7&" Also complete Part VI, line 43 of this Sched. E.7 "| | 7 "| | 7 '- |7 "| |8("29) Total rental or royalty income or loss. Add lines 27 + 28: > >8 "|29| 8SUM(J53:J55)yalty i 8 "| 8$"PART V - WINDFALL PROFIT TAX SUMMARY8 "|RT 9(" If page 2 does not apply to you, enter amt on line 29 onto > > 9 "| I 9("39) WINDFALL PROFIT TAX CREDIT OR REFUND REC'D IN 1987 (see instr) >9!" |39LL 9 "| 9" ?X54+9 "| :)" Form 1040, line 17. Otherwise incl ln 29 amt in ln 42 of Page 2. > >y : "| F :%"40) WINDFALL PROFIT TAX WITHHELD IN 1987n 29:!" |40LL : "| :" ?X54+:") negativeL ; '=neg ; "=neg ;%"41) COMBINE AMOUNTS ON LINES 39 AND 407n 29;!" |41E A; "| ;AC58-AC59 O; "|<#" (END OF SCH. E, p.1)ES  < '- (< "| (= "Remember that line 26 is a loss. Show it as a minus or in parentheses.> >y =""PART VI - SUMMARY 26= "|RT >("42) TOT INC or LOSS; lines 29,33,37,38 +41. Write on Fm 1040,ln 17es>!" |42C o> "| >J57+AC33+AC50+AC55+AC6037,3> "| ? '.? "|? '.? "| @&"43)SHARE OF FISH/FARM INC.APPLIC.TO PTS.I,II & III. @"" |43|SH/FARM@" ? |43|@ "| ?@ '/ ?@ "| ? A '= ?A "= ? "| I 9("39) WINDFALL PROFIT TAX CREDIT OR REFUND REC'D IN 1987 (see instr) >9!" |39LL 9 "| 9" ?X54+9 "| :)" Form 1040, line 17. Otherwise incl ln 29 amt in ln 42 of Page 2. > >y : "| F :%"40) WINDFALL PROFIT TAX WITHHELD IN 1987n 29:!" |40LL : "| :" ?X54+:") negativeL ; '=neg ; "=neg ;%"41) COMBINE AMOUNTS ON LINES 39 AND 407n 29;!" |41E A; "| ;AC58-AC59 O; "|<#" (END OF SCH. E, p.1)ES SuperCalc ver. 1.12 1040 SCHED R for 1987 by Ed Smith, Canoga Park, CA P7 '"1040 SCHED R for 1987 by Ed Smith, Canoga Park, CA"12/31/87D R "(to print P.1, use: A5:K46). Page 2 is below at A47. "(Note: It is impractical to do page 1 on your cmptr; just fill in original P.1!/e '=ote  "=ote)"SCHED R - 1040 CREDIT for ELDERLY or P & T DISABLED 1987nal P  "|HED '-HED  "|HED!"Name(s)- 104!"Soc Sec #104  "|c S '.c S  "|c S$"Read instructions on IRS formor ELDE  "|ad '.ad "|ad )"PART I - Check ONLY ONE box that applies to your filing status and agenal P "|RT !"If your Chec #"And by the end of 1987:box t "|d b !"status is:en "|atu &"1 You were 65 or over 1 "[ ]o "|]o!"Single*ere 6&"2 You were under 65 & ret. on P & T disability 2 "[ ]o  "|]o'"* includes Head of Hshld or Qual widow(er) w/ dep. childtatu  "|inc '.inc  "|inc&"3 Both spouses were 65 or over 3 "[ ]o  "|]o!"Marriedspous&"4 Both under 65, but only one ret. on P&T dis. 4 "[ ]o  "|]o!"filing ander&"5 Both under 65 & both ret. on P&T disability 5 "[ ]o  "|]o!"jointh under&"6 One 65 or over; other under 65 & ret. on P&T 6 "[ ]n  "|]n!"return65 or &"7 one 65 or over; other under 65 NOT ret. on P&T 7 "[ ]n  "|]n '.]n  "|]n!"Married5 or  "|rri!"filing a or &"8 65 or over; never lived with spouse in 1987 8 "[ ]5  "|]5!"separateover&"9 Under 65, ret. on P&T disability, and never 8  "| Un!"returnr 65, &" lived with spouse at any time in 1987. 9 "[ ]i  "|]i  "|]i)"NOTE: If you checked box on line 1,3,7, or 8, skip Part II but do III.nal P  "|TE:'"If you ckd line 2, 4, 5, 6 or 9, complete Parts II & III. bu  "| yo '- yo  "| yo)"PART II - Statement of P & T Disability (Complete only if 2,4,5,6 or 9 ckd)  "|RT '.RT "|RT !&"IF: 1 You filed a physician's statement ....ANDe on ! "|: ")" 2 Due to your continued disabled condition you were unable to engaged) " "| #(" in any substantial gainful activity in 1987, check box >o en #"[ ]  # "|] $ '-] $ "|] %%" PHYSICIAN'S STATEMENTty in % "| & "| '#" (See actual form)CIAN'S ' "| ( "| ) '- ) "| *#"Instructions for Statement'S * "|str + "|str,#" (See actual form)ent'S , "| - '= - "= ." (end of page 1 of Sched R. Page 2 is below)87, c . "| (e/("1040 SCHED R for 1987 - P.2 by Ed Smith, Canoga Park, CA en / "|40 0$"(to print P.2, use: A52:K87) 0 "|o p1"Please enter the # of box checked on P.1 --->--->--1"?eas 1 "|o p 2 "|o p3%"PART III - Figure the Amount of Your Creditm 3 "|RT 4 '.RT 4 "|RT 5("10 Enter $5000 if you chkd box on line 1,2,4, or 7 in Part 1, OR en 5 "| En6(" $5000 if you chkd box on line 3, 5, or 6 in Part 1, OR en6 "|10| 6DPIF(OR(G50=3,G50=5),7500,IF(G50=6,7500,IF(G50>7,3750,5000))) 6 "|...7'" $3750 if you chkd box on line 8 or 9 in Part 1t 1, 7 "|\\| 7 "|\|8)"Caution: If you chkd box 2,4,5,or 9, you must complete line 11 below.aged)8 "|\\| 8 "|\|9)" Otherwise skip line 11 and enter amt from line 10 on line 12.ged)9 "|\\| 9 "|\|: "|\\| : "|\|;)"11 Enter on this line your taxable disab. inc (and also your spouse'sged); "|\\| ; "|\|<)" if you chkd box 5). But if you chkd box 6, enter here the txbl incged)< "|\\| < "|\|=%" of spouse who was under 65, plus $5000>.,= "|11| =".....?....e = "|...>("12 If you completed line 11, enter smaller of lines 10 or 11.xbl inc> "| | > "| |?$" Otherwise, enter line 10 amt.r sm? "|12| ?DPIF(J62>0,MIN(J55,J62),J55)m ? "|@%"13 Enter pensions, annuities, or dis. inc.of@$" --------------------------------. @ "| --A&" that you (or both if jt. ret.) recd in 1987.nes 1A!" | |ou (A "|\\| A "|\|B$" a Non-txbl part of Soc Sect.) recB!" |13a|txblB"....?....xblB "|\\| B "|\|C(" b Non-txbl part of RR retirement; & | |bl incC "|\\| C "|\|D(" Non-txbl vet's pensions; & | |bl incD "|\\| D "|\|E(" Any other pens, ann, or dis benefit that | |bl incE "|\\| E "|\|F(" is excl. from inc under any prov. of law. |13b|bl incF"....?....cl.F "|\\| F "|\|G(" | |bl incG "|\\| G "|\|H(" c Add lines 13a & 13b. If blank, enter zero. |13c|bl incHIF(H67+H71>0,H67+H71,0)), H "|\\| H "|\|I!" |///|ineI "|\\| I "|\|J%"14 Enter amt from 1040,line 31 |14|J"....?....mt J!" |///|mt J "|\\| J "|\|K%"15 Enter $7500 if box 1 or 2 chkd | |K!" |///|$750K "|\\| K "|\|L%" $10000 if box 3,4,5,6, or 7 | |L!" |///|1000L "|\\| L "|\|M%" $5000 if 8 or 9 chkd |15|MEIF(OR(G50=1,G50=2),7500,IF(G50>7,5000,10000)),3750,M!" |///|500M "|\\| M "|\|N%"16 Subtract ln 15 from 14 but | |N!" |///|ct lN "|\\| N "|\|O%" enter zero if 15 is greater |16|OIF(F78>F75,0,F75-F78) O!" |///|IF(FO "|\\| O "|\|P("17 Divide line 16 by 2 |17 |bl incPF80/2>F75,0P "|\\| P "|\|Q#"18 Add lines 13c & 17. Q "|18| QH73+H81& 17 Q "|R%"19 Line 12 less 18. If zero or less, STOP! R "|19| RDPIF(J64-J82<=0,NA,J64-J82), R "|/AS&"20 "Percentage you use to figure credit = 15% S "|20| S!" x .15ntag S "| x T)"21 Multiply amt on 19 by 15%. Enter amt on 1040 line 41 unless you fileed)T "| | T "| |U%" Schedule C, D, E, or F (Form 1040). on 10U "|21| UCuJ83*.15 E, U "|/AV '=/A V "=/AW" (end of P.2, Sched R, 1040)0)SuperCalc ver. 1.12 FORM 2106 - 1040 for 1987 by Ed Smith, Canoga Park, CA P7 '"FORM 2106 - 1040 for 1987 by Ed Smith, Canoga Park, CAA " 12/29/87 1 " |M "Note: DO PART II ON P.2 below FIRST $" (to print Page 1, use: A4:K48)T  " |28 '=28  " |28)"FORM 2106 EMPLOYEE BUSINESS EXPENSE 1987))ity  " |M  '.M  " |M !"Name:106  "ame:!"Soc Sec No. #" Occupation for Expenses:Y  " |Oc" ?on" ? ?on" ? ?on  " |  '-  " | $"PART 1 - Employee Business ExpensesN  " |T '-T " |T #"STEP 1 Enter Your Expenses !"| Column Ae !"| Column Be " |Co !"| Other than !"| Meals and " |Me ""|Meals/Entertainment ""|Entertainmntinment " |te '.te " |te%" 1 Vehicle expense from Pt.II, line 15 or 22 "| 1|" ?ainmnt""|\\|\\\\\\\\\90+F90  " ||\%" 2 Parking, tolls, local transportationr 22 "| 2|" ?ainmnt""|\\|\\\\\\\\\lls, lo  " ||\%" 3 Travel expense while away from homer 22 "| 3|" ?ainmnt""|\\|\\\\\\\\\nse whi  " ||\%" 4 Business expenses not incl in 1 thru 322 "| 4|" ?ainmnt""|\\|\\\\\\\\\penses  " ||\$" 5 Meals & entertainment (see instr) "| 5| '\5| "|\\| " ?ainmnt  " | ?%" 6 add lines 1 thru 5 and enter here > 322 "| 6|SUM(H15:H18)and ent "|\\| J19  " |A,"Note: If you weren't reimbur for any exp.in Step 1, skip 7 thru 13 and enter amt from 6 on 14.+ABS(H  ".|e: '-e:  " |e:'"STEP 2 Figure Any Excess Reimbursements to Report in Income"TEP  " |P  '.P  " |P (" 7 Reimb. for exp in Step 1 that your employer did not report to3 an "| | '\ | "|\\|  '\\|  " ||$" you on Form W-2 or Form 1099:your "| 7|" ?ainmnt "|\\| " ?ainmnt  " | ?(" Note: if line 6 in both columns is more than line 7, skip 8 & 9.n "| | "|\\|  " ||'" 8 Subtract line 6 from line 7. If 0 or less, enter 0.skip  "| 8|IF(H26>H20,H26-H20,0) If 0 "|\\| IF(J26>J20,J26-J20,0) If 0  " |A(" 9 add line 8 of both columns and enter. Also add to line 7, 1040.n '/ "| 9| H28+J28both  " |A '-A  " |A&"STEP 3 Figure Fully Deductible Reimbursed Expenses  " |P  '.P  " |P &"10 Subtract line 7 from 6. If 0 or less, enter 0.  "|10| IF(H20-H26>0,H20-H26,0)or l "| | IF(J20-J26>0,J20-J26,0)or l " |A!'"11 Reimb. for exp listed in Step 1 that employer separately ! "| |! "| | ! " ||"&" identified to you as a reimb on W-2 or 1099. sepa" "|11|"" ?ntified" "| | "" ?ntified " " | ?#(" Note: Amt entered on line 11 should also be incl on line 7, 1040.# "| |# "| | # " ||$$"12 Enter smaller of line 10 or 11.ul$ "|12|$MIN(H33,H35)ne 10 o$ "| | $MIN(J33,J35)ne 10 o $ " |A%("13 Add line 12 of both columns. Enter here & on line 23, 1040.1040.% '/A% "|13| %H37+J37 bot % " |A& '-A & " |A')"STEP 4 Figure Expenses to Deduct as an Itemized Deduction on Sched A enter ' " |P ( '.P ( " |P )'"14 Subtract line 12 from line 10. If 0 or less, enter 0. on) "|14|)IF(H33-H37>0,H33-H37,0) If) "| | )IF(J33-J37>0,J33-J37,0) If ) " |A*(" Note: if both cols of line 14 contain a 0, don't complete theed A* "| |* '/ |* "| | * " ||+"" rest of Part I.ls+ "| |+ '/ |+ "| | + " ||,$"15 Enter 20% of line 14, Col. B cont, "|15|, '/5|, "|15| ,J42*.2line , " |A-$"16 Subtract line 15 from line 14.ont- "|16|-H42-H4515 f- "| | -J42-J4515 f - " |A.*"17 Add amts on line 16, both cols, and enter here; also on line 20, 1040. > > > from. "|17| .H46+J46ne 1 . " |A/ '=A / " =A0%" (end of 2106, page 1 --- page 2 below)er 0 " |1 " (In order for this cmptr program to compute properly, please follow40. > >1 " |2 " these instructions. If you own Veh 1 below, place a 1 in G53 below;0. > >2 " |3&" if you own Veh 2 below, place a 2 in G53; if 4. 3 " |4&" you own both, place a 3 in G53; otherwise a 4.. 4" --->--->--->h, pl4"->---> [--4" ?]4 " |5$"( to print page 2, use: A57:I101 ) 5 " |6 '- |6 '- |6 "----8("FORM 2106 PAGE 29 '-RM 9 "--M :)"PART II - Vehicle Expenses (Use actual expenses or standard mileage rate)> >: " |T ; '-T ; " |T <#"Section A - General Infos (U$" 1 Enter date veh placed in servicea>!" | 1|ate>"??/??/??03/2> "|/??>"??/??/??ate> " |???%" 2 Total mileage veh used during 1987?expens?!" | 2|ile?" ??ate? "|? m?" ?E100? " | m@'" 3 Miles incl on line 2 that veh was used for businessdard m@!"iness| 3|ncl@" ??ate@ "|? m@" ?E100@ " | mA%" 4 Percent of business use (line 3/line 2)orA!" | 4| ofAERRORF65/F64....A "|? %AERRORH65/H640..A " | %B&" 5 Average daily round trip commuting distanceusinesB!" | 5| daB" ?8F65/B "|? mB" ?qH65/B " | mC%" 6 Miles incl on line 2 used for commutingncC!" | 6|nclC" ?240*C "|? mC" ?24*5C " | mD%" 7 Other personal mileage --- line 2-(6+3)ncD!" | 7|ersDF64-F65-F68D "|? mDH64-H65-H6818. D " | mE'" 8 Do you or spouse have another veh for personal use?dard mE" yes / noor E " |s F(" 9 If you get veh from empl, is off-duty personal use permitted?ge rF" yes / nogetF " |s G%"10 Do you have evid to support your deduct?sG"yes / no havG!" Written?G" yes / non?G " |s H '-s H " |s I("Section B - Standard Mileage Rate (Use only if you own vehicle)ge rI " |tiJ '.tiJ " |tiK)"11 Enter smaller of Part II, line 3 or 15,000 miles |11| mi.=+H65,KN/AIF(G53=1,MIN(F65,15000),IF(G53=2,MIN(H65,15000),IF(G53=3,MIN((F65+H65),15000),NA)))K " |L)"12 Subtract line 11 from Part II, line 3 |12| mi.=+H65,LN/AIF(G53=1,F65-H76,IF(G53=2,H65-H76,IF(G53=3,(F65+H65)-H76,NA)))+H65,L " |AM)"13 Multiply line 11 by 21 cents |13| $ =+H65,MN/AH76*.2111 bM " |N)"14 Multiply line 12 by 11 cents |14| $ =+H65,NN/AH77*.1112 bN " |AO)"15 Add lines 13 & 14. Enter here and on Part I, line 1. |15| $ =+H65,ON/AH78+H79 14.O " |AP '-AP " |AQ#"Section C - Actual Expenses Q!" |- AQ!"Vehicle 1- AQ "|hicQ!"Vehicle 2- AQ " |icR '.icR!"........|- AR '....R""|.................ExR " |..S'"16 Gasoline, oil, repairs, ins., etc |16|5)S" ?.......S "| ?S" ?.......S " | ?T'"17 Vehicle rentals |17|5)T" ?icle reT "| ?T" ?.......T " | ?U'"18 Value of empl-prov. veh. (if incl on W-2 at 100%) |18|5)U" ?ue of eU "| ?U" ?.......U " | ?V'"19 Add lines 16 thru 18. |19|5)VF84+F85+F8618. V "|VH84+H85+H8618. V " |W'"20 Multiply line 19 by the percent on Part II, line 4.|20|5)WERRORF66*F8719 bW "|WERRORH66*H8719 bW " |X'"21 Depreciation from Section D, Col. F. |21|5)XH98on from X "|XH100n from X " |Y'"22 Add lines 20 & 21. Enter here & on Part I, line 1. |22|5)YERRORF88+F89 21.Y "|YERRORH88+H89 21.Y " |Z '-Z " |[("Section D - Depreciation of Vehicles (if owned). See instructions!!![ " |ti\ '.ti\ " |ti]"" Cost or other |Ba]!"sis for |the]!" Method of|e]!" Deprec.||e]!" Sect.179|e] " |ct]!" Total9|e] " |ot^"" basis | d^!"eprec. | ^!" figuring | ^!" deduct.|| ^!" expense| ^"" |(col d + e) | d^ " |co_"" (a) |d_!" (b) | _!" (c) | _!" (d) || _!" (e) || _ " |(e_!" (f) || _ " |(f` '.(f`#" |........................ V` " |..a!"Veh. 1......a" ?......a" ? a" ?......a" ?......a" ?......a " | ?aE98+F98....a " |b " |b " |c!"Veh. 2E98+c" ?E98+c" ? c" ?E98+c" ?.......c" ?.......c " | ?cE100+F100..c " |d '=d "==e"(end of 2106, page 2).... V "|YERRORH88+H89 21.Y " |Z '-Z " |[("Section D - Depreciation of Vehicles (if owned). See instructions!!![ " |ti\ '.ti\ " |ti]"" Cost or other |Ba]!"sis for |the]!" Method of|e]!" Deprec.||e]!" SeSuperCalc ver. 1.12 IRS FORM 8582 for 1987 Ed Smith, Canoga Park, CA P7 '" IRS FORM 8582 for 1987 Ed Smith, Canoga Park, CALOOK" 12/29/878$"(to print Form 8582, use A7:K62) Smi"For this file to compute properly, type 12500 in H4 ONLY IF you were"married filing sep. & you lived apart entire year; O"---->...linP25000"otherwise 25000 has already been entered.IF( '=her  "==er)"Form 8582 PASSIVE ACTIVITY LOSS LIMITATIONS 1987)  " |m  '.m  " |m !"Name(s)2  "............?..............................I !"ID. #......? "....?...........................ente " | | '- | !'-----.....? " |-| )"PART I Computation of 1987 Passive Activity Loss (see workshts on P.4)7) " |T ("Rental Real Estate Activities with ACTIVE participation (see P.1) P. " | | %" Activities acquired before 10/23/86: par " | |'"1a Activities with net income | 1a|see ".....?.....e!"| |.....e  " | |'"1b Activities with net loss | 1b|see ".....?.....e!"| |.....e  " | |'"1c Combine lines 1a & 1b | 1c|see H15+H16 1a !"| |H15+  " | |%" Activities acquired after 10/22/86: !"| |tivitie  " | |'"1d Activities with net income | 1d|see ".....?.....e!"| |.....e  " | |'"1e Activities with net loss | 1e|see ".....?.....e!"| |.....e  " | |'"1f Combine lines 1d & 1e | 1f|see H19+H20 1d !"| |H19+  " | |&"1g Net income or loss. Combine lines 1c & 1f. | !"| 1g|t incom H17+H21 los  " | '.  " |%"All Other Passive Activities (see P.3)1c & 1!"| |her Pas  " | |%" Activities acquired before 10/23/86: & 1!"| |tivitie  " | |'"2a Activities with net income | 2a|see ".....?.....e!"| |tivitie  " | |'"2b Activities with net loss | 2b|see ".....?.....e!"| |tivitie  " | |'"2c Combine lines 2a & 2b | 2c|see H26+H27on o!"| |mbine l  " | |%" Activities acquired after 10/22/86: !"| |tivitie  " | |'"2d Activities with net income | 2d|see ".....?.....e!"| |tivitie  " | |'"2e Activities with net loss | 2e|see ".....?.....e!"| |tivitie  " | |'"2f Combine lines 2d & 2e | 2f|see H30+H31on o!"| |mbine l  " | | &"2g Net income or loss. Combine lines 2c & 2f. |  !"| 2g|t incom H28+H32 los " |! '. ! " |"("3 Combine lines 1g & 2g. If a plus, see instr; if both are losses."!"| |bine li " '\ | " " | | ""I must readi#'" go to ln 4; otherwise enter 0 on ln 9 and go to line 10. #!"| 3 |to ln 4 #J22+J33herw #" > #"instructions$ '-str $ " |tr $"for lines 3 & 62500,%)"PART II - Comp. of Spec. Allowance for R.E. with Active Participation)|7) % " |T %"before - Com& '.for & " |or &"completing j33 of Sp'("4 Enter smaller of loss on lines 1g or 3. > > > >ation'!"| 4 |er smal 'MIN(J22,J36)ss on l ' " | '"and J40 onward of Sp('"5 Enter $150,000 (or 75,000 - see instr) | 5 |> (FIF(H4=12500,75000,150000) A(!"| |r $150 ( " | |)'"6 Enter mod. adj. gross inc (not < 0)(see instr) | 6 |> )" ?r mod.)!"| |r mod. ) " | |*'"7 subtract line 6 from 5. | 7 |> *IF(H42>H41,H42-H41,0)00) A*!"| |H41- * " | |+'"8 Mult.line 7 by 50%. Enter not more than $25000; see instr+!"| 8 |t.line +IF(H4=125000,MIN((H43*.5),12500),MIN((H43*.5),25000)) on P. + " |,%"9 Enter the smaller of lines 4 or 8.than $2,!"| 9 |er the ,IF(AND(J36<0,J22<0),MIN(J40,J44),IF(OR(J36>0,J22>0),0))tion , " |- '- - " |.'"PART III - Computation of Passive Activity Loss Allowed2>0), . " |T / '.T / " |T 0("10 Combine lines 1c + 2c. If a zero or net income, skip to ln 16.n0!"| 10|mbine l 0N/AIF(H17+H28<0,H17+H28,NA)ero 0 " |A1&"11a If line 9 is zero, enter zero & go to line 12e, 1N/AIF(J49>=0,NA,IF(J45=0,0,MIN(H17,J44)))2e, 1!"| |IF(J 1 '/ | 1 " | |2("11b If line 1c has inc or no entry or zero, enter 0 & go to line 12;2!"| | line 1 2 '\ | 2 " | |3'" otherwise, enter the smaller of line 1c or line 8.o to l3!"| 11|herwise 3N/AIF(J49>=0,NA,IF(H50=0,NA,IF(H17>=0,0,MIN(H17,J44))))ne 12; 3 " |A4&"12 Subtract line 11 from line 10 (see instr)MIN(H174!"| 12|btract 4N/AIF(J49>=0,NA,J49-J52)10 (se 4 " |A5%"13 Subtract line 9 from line 3 (see instr))5!"| 13|btract 5N/AIF(J49>=0,NA,J36-J45) (see 5 " |A6$"14 Enter smaller of line 12 or 13e 6!"| 14|ter sma 6N/AIF(J49>=0,NA,MIN(J53,J54)) 6 " |A7%"15 Multiply line 14 by 65% and enter result7!"| 15|ltiply 7N/AIF(J49>=0,NA,J55*.65) enter 7 " |A8$"16 Enter the amt from line 9 enter8!"| 16|ter the 8J45 amt fro 8 " |9("17 PASSIVE ACTIVITY LOSS ALLOWED FOR 1987. Add lines 15 +16.e 12;9!"| 17|SSIVE A 9N/AJ56+J57ITY 9 " |A:("18 Add income, if any, on lines 1a, 1d, 2a, and 2d. Enter result.;:!"| 18|d incom :H15+H19+H26+H30n li : " |;("19 TOTAL LOSSES ALLOWED FROM ALL PASSIVE ACTIVITIES FOR 1987. Add;;!"| |TAL LOS ; '\ | ; " | |<(" lines 17 & 18. See P.4 of instr.on how to report losses on ret.=0,NA,J36-J45) (see 5 " |A6$"14 Enter smaller of line 12 or 13e 6!"| 14|ter sma 6N/AIF(J49>=0,NA,MIN(J53,J54)) 6 " |A7%"15 Multiply line 14 by 65% and enter result7!"| 15|ltiply 7N/AIF(J49>=0,NA,J55*.65) enter 7 " |A8$"16 Enter the amt from line 9 /UF29 /UF31 /UF35 /UF36 /UF42 /UL49 /LB:SCH-B.MYN,PF25,F29,V /LB:SCH-B.MYN,PF45,F31,V /LB:SCH-C.MYN,PF59,F35,V /LB:SCH-D.MYN,PV2,F36,V /LB:SCH-E.MYN,PAC63,F42,V /LB:2106.MYN,PJ47,L49,V /LB:PG1-A.MYN,PD2,D2,V ! ! ! 7+AC33+AC50+AC55+AC6037,3> "| ? '.? "|? '.? "| @&"43)SHARE OF FISH/FARM INC.APPLIC.TO PTS.I,II & III. @"" |43|SH/FARM@" ? |43|@ "| ?@ '/ ?@ "| ? A '= ?A "= ? "| I 9("39) WINDFALL PROFIT TAX CREDIT OR REFUND REC'D IN 1987 (see instr) >9!" |39LL 9 "| 9" ?X54+9 "| :)" Form 1040, line 17. Otherwise incl ln 29 amt in ln 42 of Page 2. > >y : "| F :%"40) WINDFALL PROFIT TAX WITHHELD IN 1987n 29:!" |40LL : "| :" ?X54+:") negativeL ; '=neg ; "=neg ;%"41) COMBINE AMOUNTS ON LINES 39 AND 407n 29;!" |41E A; "| ;AC58-AC59 O; "|<#" (END OF SCH. E, p.1)ES /UE4 /UG6 /UG11 /LB:PG1-A.MYN,PD11,E4,V /LB:PG1-A.MYN,PF69,G6,V /LB:PG1-A.MYN,PN59,G11,V /LB:PG2.MYN,PE4,E4,V ! ! ! %" enter zero if 15 is greater |16|OIF(F78>F75,0,F75-F78) O!" |///|IF(FO "|\\| O "|\|P("17 Divide line 16 by 2 |17 |bl incPF80/2>F75,0P "|\\| P "|\|Q#"18 Add lines 13c & 17. Q "|18| QH73+H81& 17 Q "|R%"19 Line 12 less 18. If zero or less, STOP! R "|19| RDPIF(J64-J82<=0,NA,J64-J82), R "|/AS&"20 "Percentage you use to figure credit = 15% S "|20| S!" x .15ntag S "| x T)"21 Multiply amt on 19 by 15%. Enter amt on 1040 line 41 unless you fileed)T "| | T "| |U%" Schedule C, D, E, or F (Form 1040). on 10U "|21| UCuJ83*.15 E, U "|/AV '=/A V "=/AW" (end of P.2, Sched R, 1040)0)SuperCalc ver. 1.12 CALIF-CA.CAL = CALIF Schedule CA for 1987 (@P7 "CALIF-CA.CAL = CALIF Schedule CA for 1987h,"1/1/887CAL '"CALIFORNIA SCH. D 1987 by Ed Smith, Canoga Park, CACA"(use k4:t36 to print)1987 "(to print, use A4:I44)987 " (Calif Sch. D is to right at K-1)S "Please enter a 3 here if you are married filing separately>>Park, " ? enter  ". ?'- ?"- ? '. ?"..........r ("SCHEDULE CA CALIFORNIA ADJUSTMENTS 1987ark, )"SCHEDULE D CALIFORNIA GAIN or LOSS ADJUSTMENT 1987 | '-HED "--ED  '-ED "-ED'"PART 1 - ADJUSTMENTS TO FEDERAL ADJUSTED GROSS INCOME  " |T %"A. Adjusting Calif. Capital Gains or LossesS "| Ad '. Ad " |Ad  '.Ad "|Ad#"STEP 1 - Subtractionspital G " |P #"a) Property descriptiontal G  "| Pr !"b)Salesrty d  "|Sal!"c) Costrty d "| Co!"d) Lossty d " | L!"e) Gainty d "| G(" 1 State income tax refund from Federal Form 1040, line 11 | 1| 1"....?....nco " |.? "don't use minus before # to enter losses.rm  "|n't !" pricee min  "|pri!"or basis min "| ba " |ba "|ba (" 2 Unemploy. compens. from Fed 1040, ln.19 or 1040A, ln.9 | 2| 1 "....?....y.  " |.? '-.? "|.? (" 3 Soc. Sec. benefits from 1040, line 20b | 3| 1 "....?....c.  " |.? "1 ? "| " ? ? "| ? " ? ?  "|( ? IF(O11>M11,-(O11-M11),0)ine ")| IF(M11>O11,M11-O11,0)0)ine "| (" 4 Calif nontxbl interest income. See instr. | 4| 1 "....?....ont " |.? "1 ?t "| " ? ?t "| ? " ? ?t "|( ? IF(O12>M12,-(O12-M12),0)See ")| IF(M12>O12,M12-O12,0)0)See "| (" 5 Railroad retire. benefits & sick pay. See instr. | 5| 1 "....?....d r " |.? "1 ?r "| P2500 "| ? P1200? "|( ? IF(O13>M13,-(O13-M13),0)k p ")| DIF(M13>O13,M13-O13,0)0)k p "| (" 6 Calif. lottery winnings. See instr. | 6| 1 "....?....lot " |.? '..? "|.?(" 7 IRA distributions. See instr. | 7| 1"....?....tri " |.? ("2 Total 1987 capital gains. Add col e) 2 | 7| 1 '/Tot " |otDSUM(S11:S13)ains. A "|(" 8 Net operating loss from FTB 3805V. | 8| 1"....?....rat " |.? ("3 1987 capital loss. Add col d) 3 ( 8| 1SUM(Q11:Q13)dd col  ")| '/ "|(" 9 Deprec. & amortization from FTB 3885A, lines 5a & 8a | 9| 1"....?.... &  " |.? ("4 Calif capital loss carryover from prior yrs 4 ( 9| 1" ?f capit ")| ? '/ ? "| ?("10 Cap.gains(losses) & other gains(losses) from | | 1 " |Ca ("5 Total 1987 capital loss. Add line 3 & 4. 5 ( | 1Q16+Q17tal  ")| '/ "|(" Calif. Sch. D, lines 10a & 13a |10| 1S25+S34, li " | )"6 Net capital gain or loss: combine lines 2 & 5. 6 | |DS15+Q18n or "|%"11 Other subtractions. See instr. Specify &"....?....ubt!" |11|bt"....?....bt " |.? )"7 If ln 6 is a loss, smaller of amt on ln 6 or | | '/If  "|If " * ("12 Total subtractions. Add lines 1 thru 11. |12| SUM(H9:H20). Add l " | )" $3000 ($1500 if married filing separately) 7 ( |IF(AND(Q2=3,S19<1),MAX(S19,-1500),IF(S19<1,MAX(S19,-3000),0))( | ") '- " | )"8 Enter amt from Fed Form 1040, line 14 8 | |P1100 "| ?""STEP 2 - ADDITIONSd  " |P )"9 Enter Calif gain from line 6 or loss from line 7 9 | |DIF(S19>0,S19,S21)in "|""These calcs usedonly("13 Interest on state & muni. bonds from other than CA |13| "....?....t o " |.? )"10 Cap. gain or loss adjustment: compare lines 8 & 9 | | '/ Ca "| Ca""only by cmptr.donly("14 Deprec. & amortization from FTB 3885A, lines 5b & 8b. |14| "....?.... &  " |.? )" a Adjustment decrease. Also enter on Sch CA,ln 10 10a| |IF(S19<0,-V25,V25)a "|IF(ABS(S22)>(ABS(S23)),ABS(S22)-ABS(S23),0)("15 Cap.gains(losses) & other gains(losses) from | | 1 " |Ca )" b Adjustment increase. Also enter on Sch CA,ln 15 10b| |C IF(S19<0,-V26,V26)a "|C IF(ABS(S23)>(ABS(S22)),ABS(S23)-ABS(S22),0)(" Calif. Sch. D, lines 10b & 13b |15| 1C S26+S35, li " |  '- "|%"16 Other additions. See instr. Specify "....?....ddi!" |16|di"....?....di " |.? %"B. Adjusting Calif Ordinary Gain or Lossy  "| Ad("17 Total additions. Add lines 13 thru 16. |17| 1C SUM(H24:H28)dd line " | " (complete this only if you were req to file Fed Form 4797) "|(co '-(co " |co  '.co "|co#"STEP 3 - NET ADJUSTMENT you  " |P )"11 Enter ordin.Fed gains & losses from Form 1040,ln 15 11 | |" ?er ordi "| ?("18 If Line 12 > ln 17, then ln.12-17. Enter on 540,ln 12 also|18| 11N/AIF(H21>H29,H21-H29,NA)2-17. " |A )"12 Enter ordin.CA gains & losses from CA form D-1 (540) 12 | |" ?er ordi "| ? ("19 If Line 12 < ln 17, then ln.17-12. Enter on 540,ln 13 also|19| 12 C IF(H21S31,S32-S31,0)enter " "|#("20 Fed. itemized deducts from Fed Sch. A, line 26 |20|13b#"....?....emi# " |.? # '=.?# "=.?$("21 State, local & foreign inc.taxes from Fed.Sch.A,lns 5 & 7 |21|13b$"....?....loc$ " |.?%("22 Subtract line 21 from line 20 |22|13b%H36-H3721 f% " |&%"23 Other adjustments. See instr. Specify:&"....?....dju&!" |23|ju&"....?....ju& " |.?'("24 Calif. itemized deductions. Add lines 22 & 23 |24|13b'H38+H39d de' " |()" If your CA item. deducts on line 24 are greater than your standard| |( " |If)(" deduction, enter your CA itemized deducts on Form 540, ln 15.dard) " |de*(" Otherwise, enter your standard deduction on Form 540, ln 16.dard* " |Ot+ '-Ot+ "--Ot,"(end of Schedule CA)- "The following may assist you in deciding to take the standard CA deduction."or your itemized CA deductions.decid/'"Please enter your filing status number --->--->--->--->ndard/" [?]enter 0!" 1 = Single 1#" 2 = Married filing jointlyt2$" 3 = Married filing separate returns3#" 4 = Head of householdarate 5("Enter amt. of itemized deducts from line 26 of Fed Sch. A ..>A dedu5"....?.... of6'"Enter amt. of deducts for state, local or foreign income ..7(" taxes from lines 5 & 7 of Fed Sch. A, being sure to includeA dedu8(" any amt.deducted for State Disability Ins (SDI) .........>A dedu8"....?.....de9("Subtract line 2 from line 1. This is your CA Itemized Deduct.>A dedu9H54-H55rom :("The Standard Deduct for your filing status is: .............>A dedu:D7`IF(OR(H48=1,H48=3),1880,3760)tus is;"Based on info you furnished above, you should place an entry of dedu<"on line 13 of your CA Form 540.e, yo<IF(H58>H59,H58,0)54="Based on info you furnished above, you should place an entry of dedu=D7`IF(H59>H58,H59,0) a>"on line 14 of your CA Form 540.e, yo@""(end of assistance)Antlyt2$" 3 = Married filing separate returns3#" 4 = Head of householdarate 5("Enter amt. of itemized deducts from line 26 of Fed Sch. A ..>A dedu5"....?.... of6'"Enter amt. of deducts for state, local or foreign income ..7(" taxes from lines 5 & 7 of Fed Sch. A, being sure to includeA dedu8(" any amt.deducted for State Disability Ins (SDI) .........>A dedu8"....?.....de9("Subtract line 2 from line 1. This is your CA Itemized Deduct.>A dedu9H54-H55rom :("The Standard Deduct for your filing status is: .............>A dedu:D7`IF(OR(H48=1,H48=3),1880,3760)tus is;"Based on info you furnished above, you should place an entry of dedu<"on line 13 of your CA Form 540.e, yo<IF(H58>HSuperCalc ver. 1.12 CALIF540.CAL P7 "" CALIF540.CAL#"by Ed Smith, Canoga Park, CA"12/30/87th,  " |8("CALIF 1987 TAX TABLES ARE ON THIS FORM. (To print page 1 use A4:I52) " |F '=|F "===F)"FORM 540 CALIFORNIA LONG TAX FORM  1987 '-RM  "--- !"NAME(S): " ? (USE MAILING LABEL IF AVAILABLE) !"SOC SEC #E M" ? #E M " | " ? #E M!"SPOUSE SS# M" ?SS# M " | !"ADDRESS:# M" ?:# M " | !"CITY, ST ZIP" ?T ZIP " | '-|  "--| '"ENTER FILING STATUS NUMBER CHECKED BELOW: (1,2,3,4, or 5)  ".....?....G  " |. '.|. " |. !" 1....G  " [ ] !" SINGLE.G  " |N !" 2LE.G  " [ ] #" MARRIED FILING JOINTBER CH " |R!" 3IED FIL" [ ]%" MARRIED FILING SEPARATE. Enter spouse's(1, " |R " |R#" SS# above and name here:En"..........................?......................................  " |.!" 4......." [ ]$" HEAD OF HOUSEHOLD. Enter name and. " |A$" relationship of qual. person:and."..........................?......................................  " |.!" 5......." [ ]&" QUALIF WIDOW(ER) w/ DEP.CHILD. Year spouse died?.".....?............w/ " |. '-|. " |.""STEP 3 - EXEMPTIONS/ " | (" 6 Personal: If you are status 1 or 3,enter $51;others $102 | 6| C IF(OR(H11=1,H11=3),51,102)3 " |(" 7 Blind: If you or spouse is visually impaired, enter $51, | |  " |l(" if both are impaired, enter $102 | 7| ".....?....f  " |.(" 8 Elderly: If you or spouse is 65 or older, enter $51. | |  " |l(" if both are 65 or older, enter $102. | 8| ".....?.... i " |.(" 9 Dependents: Enter name & relationship (see form) | |  '/ De " |e".................?.................?.............. !" | |.!" //| |. " |/".................?.................?.............. !" | |. '/  " | $" Number of dependents..?." ...?.....N#"times $51 | 9| dependeE30*51 | 9| " |("10 Total exempt.credits. Add ln 6-9. Also enter on line 19. |10| C H22+H24+H26+H30Add  " | '-| " | #"STEP 4 - TAXABLE INCOMEAdd  " | !("11 Federal adjusted gross income from line 30 of Form 1040 or| | ! '/ Fe! " |e"(" line 12 of Form 1040A, or line 3 of your Form 1040EZ |11| "" ....?....of" " |.#("12 California income adjust. Enter amt from Sch. CA, line 18 |12| #" ....?....ia# " |.$("13 California income adjust. Enter amt from Sch. CA, line 19 |13| $" ....?....ia$ " |.%("14 Calif. Adjusted income | | % '/ Ca% " |a&(" If you entered an amt on line 12, subtract 12 from 11 | | & '/ & " | '(" If you entered an amt on line 13, add lines 13 and 11 |14| 'IF(H36<>0,H35-H36,IF(H37<>0,H37+H35,H35))13' " |(("15 If you itemize deductions, enter amt from Sch CA,line 24 |15| (" ....?....te( " |.)("16 If you do not itemize, enter stand. deduct. (done for you)|16| )D7`IF(H41<1,IF(OR(H22=1,H22=3),1880,3760))one ) " |*("17 TAXABLE INCOME. Line 14 less line 15 or 16. |17| *IF(OR(H40-H41>0,H40-H42>0),IF(H41<>0,H40-H41,H40-H42),0) * " |+ '-|+ " |,#"18 ENTER TAX (taken from ?)-,!"1=TAX TABLE , "[ ]X,!" |18| ,N/AIF(OR(C47=2,C47=3),NA,LOOKUP(H11,K68:K72))1, " |-"(Place number of method=3),N-!"2=SCHED G-1r- "[ ]H-!" | |r- " | ."used here) -->f meth." [ ? ]e) --.!"3=FTB 3800--. "[ ]B.!" | |-. " | /%"19 EXEMPTION CREDITS. From ln 10 |19|8/C H31CREDITS./ " |0%"20 CREDIT FOR CHILD/DEP EXP. |20|80".....?....OR0 " |.1%"21 CREDIT FOR MILITARY INCOME |21|81".....?....OR1 " |.2("22 TOTAL CREDITS BEFORE NET TAX. Add lines 19 thru 21 |22| 2C SUM(F48:F50)E NET T2 " |3("23 NET TAX. Line 22 from 18, (not less than zero) |23| 3N/AIF(H45-H51>0,H45-H51,0) les3 " |4 '=|4 "===5"(end of page 1)H51>07%" (use A58:I115 for printing page 2) than z8 '- (u8 "---u9%"PAGE 2 of California Tax Form 540 for 1987 z: '-GE : "--- ;#"STEP 6 - SPECIAL CREDITSForm; " | <("24 Amount from line 23 |24| <N/AH52m line 2< " | <$"Table round off for ALL IN 1987. =""25 Enter credit name=$".......?........................ = " |. =IF((H43-100*(INT(H43/100)))<=50,(100*INT(H43/100))+00,(100*INT(H43/100))+100)>!" Code #IF((>!"...?...IF((>!"Amount: |25|>" ....?....> " |.?""26 Enter credit name?$".......?........................)))<? " |. ?%"Table round off for 1, 2, 3, 4, or 5:50,(100@!" Code #nd o@!"...?...nd o@!"Amount: |26|@" ....?....@ " |. @IF((H43-100*(INT(H43/100)))<=50,(100*INT(H43/100))+00,(100*INT(H43/100))+100)A%"27 Over 2 credits, amt frm Sch SC,ln 41 |27|A" ....?....eA " |.B%"28 Limited inc. credit |28|B" ....?....nB " |. B!"Look-up:..nC("29 Total credits. Add lines 25 thru 28 |29|0*ICSUM(F63:F67)lines 2C " | Cp1 | CSUM(E134:E139)nes 2D("30 Balance. Line 24 less 29 but not less than zero.. |30|0*IDN/AIF(H61-H68>0,H61-H68,0)ot lD " | Dp2 | DSUM(E149:E154)1-H68E '-E "--| Ep3-| ESUM(E134:E139)1-H68F""STEP 7 - OTHER TAXESF " | Fp4 | FSUM(E164:E169)1-H68G("31 ALTERNATIVE MINIMUM TAX. ATTACH SCH. P. |31|0*IG" ....?.....G " |. Gp5 |. GSUM(E149:E154)AX. AH("32 Tax on early use of IRA/Keough/annuity. (need FTB 3805P) |32|0*IH" ....?.....H " |.I("33 Total tax liability. Add lines 30, 31, & 32. |33|0*IIN/ASUM(H69:H73). AddI " |J '-|J "--|K""STEP 8 - PAYMENTS73)K " | K""Status 1 - Single73)L'"34 CA INC TAX WITHHELD. Enter total frm 87 W-2s |34| L" ...?....AXL " |. L#"St. 2 or 5 - Married (J)nterM'"35 1987 CALIF EST TAX & FILING EXTENSION PAYMENT. | | M!"///////////FM " |/ M#"Status 3 - Married (S) FILINN'" (include 1986 overpayment cred. to 1987) |35| N" ...?.... 1N " |. N#"Status 4 - Head of H.ayment O'"36 RENTER'S CREDIT (from Sched H, line 9) |36| O" ...?.... CO " |.P'"37 EXCESS CA SDI TAX WITHHELD BY OVER 1 EMPLOYER |37| P" ...?....A P " |.Q("38 TOTAL PAYMENTS. Add lines 34 thru 37. |38|0*IQSUM(G77:G81)Add linQ " |R '-|R "--|S$"STEP 9 - OVERPAYMENT OR TAX DUE34 thS " | T("39 If line 38 is more than 33, Line 38-33. AMOUNT OVERPAID: |39|0*ITN/AIF(H82>H74,H82-H74,0)!Line 3T " |U("40 Amt of line 39 to apply to 1988 estimated tax |40|0*IU" ....?.....U " |.V("41 Amt of overpaymnt avail.this yr. (Lines 39-40) |41|0*IVN/AIF(H85>H86,H85-H86,0) yr. (V " |W("42 If line 33 is more than 38, ln 33 less 38. Enter TAX DUE |42|0*IWN/AIF(H74>H82,H74-H82,0)ln 33 W " |X '-|X "--|Y$"STEP 10 - VOLUNTARY CONTRIBUTIONS33 Y " | Z("43 Alzheimer's Disease |43|0*IZ " |l[("44 Senior Citizens |44|0*I[ " |e\("45 Rare Species |45|0*I\ " |a]("46 Prev. Child Abuse |46|0*I] " |r^("47 US Olympic Comm. |47|0*I^ " |S_("48 Vietnam Vets Memorial |48|0*I_ " |i`$"49 CA Election 49 Your Party `"...party??..`!"Amount?|49|` " |na$" 50 Spouse Party a"...party??..a!"Amount?|50|a " |nb("51 Total Contributions. Add lines 43 thru 50 |51|0*Ib " |oc '-|oc "--|od$"STEP 11 - REFUND OR REMITTANCEines 4d " | e("52 REFUND. See line 52 instr. |52|0*IeN/AIF(H87>0,H87-H99,NA) e " |f " |g '/|gN/AIF(H88>0,H88+H99,NA) g " |h '-|h '-|h "--|i$"STEP 12 - Penalties & Interest i " | j("54 Late return & late pmt penalties & interest |54|0*Ij" ?e returj " |?k&"55 Underpmt of est.tax. Check if Forms 5805(F) incl.k!" [ ] |55|ok" ? |55|ok " |?l&"56 If no 1988 CA tax forms needed next yr, check boxl!" [ ] |56|8l '/ ] l " | m '-| m "--| n)"STEP 13 - SIGN YOUR RETURN & attach copies of FED inc tax return & scheds./1n " | o)"Sigs..................... .................. Date...........1o " |.p)"Sig of paid preparer..............................His #.....................p " |oq)"Firm's name & addr.........................................................q " |'r '=|'r "==='s"END OF CALIF FORM 540.......s"Stop here! Go no further!..t" | u&"(Tax computation area is below beginning at A130)...u" | v&"It is protected. Unprotect at your own risk!30)...v" |sw" |s)"Tax Computation Area for this program follows. NOT FOR COMPUTER USER!....!"TAX TABLES:i("FILING STATUS 1 OR 3 - SINGLE or MARRIED FILING SEPARATE RETURN USERp0ILIN00.00+.01*(K65-A134)or MARRIF(AND(K65>A134,K65<=A135),B134,0)Ip36506P36.50+.02*(K65-A135)A135),BIF(AND(K65>A135,K65<=A136),B135,0)Ip8650 136.50+.04*(K65-A136)136),BIF(AND(K65>A136,K65<=A137),B136,0)Ip13650H%336.50+.06*(K65-A137)137),BIF(AND(K65>A137,K65<=A138),B137,0)Ip18950Æ654.50+.08*(K65-A138)138),BIF(AND(K65>A138,K65<=A139),B138,0)Ip23950r1054.50+.093*(K65-A139)9),BIF(AND(K65>A139,K65<=A140),B139,0)Iq399000IF(A  9000'"FILING STAT. 2 OR 5 - MARRIED (J) or QUAL WIDOW(ER) & DEPNDT  ILINp0ILIN00+.01*(K65-A149)EDIF(AND(K65>A149,K65<=A150),B149,0)Dp7300s73+.02*(K65-A150)5<IF(AND(K65>A150,K65<=A151),B150,0)Dp17300A273+.04*(K65-A151)<IF(AND(K65>A151,K65<=A152),B151,0)Dp27300ÖP673+.06*(K65-A152)<IF(AND(K65>A152,K65<=A153),B152,0)Dp37900#1309+.08*(K65-A153)=A153),BIF(AND(K65>A153,K65<=A154),B153,0)Dp47900#Ep2109+.093*(K65-A154)A154),BIF(AND(K65>A154,K65<=A155),B154,0)Dq399000IF(A  9000 9000  9000&"FILING STATUS 4 - UNMARRIED HEAD OF HOUSEHOLDW(ER) & ILINp0ILIN000+.01*(K65-A164)HIF(AND(K65>A164,K65<=A165),B164,0)Dp7300s073+.02*(K65-A165)<IF(AND(K65>A165,K65<=A166),B165,0)Dp17300A273+.04*(K65-A166)<IF(AND(K65>A166,K65<=A167),B166,0)Dp22300ÆP473+.06*(K65-A167)<IF(AND(K65>A167,K65<=A168),B167,0)Dp27600791+.08*(K65-A168)<IF(AND(K65>A168,K65<=A169),B168,0)Dp32600@1191+.093*(K65-A169)A169),BIF(AND(K65>A169,K65<=A170),B169,0)Dq399000IF(A  9000  9000$" THE END OF THIS TAX PROGRAM.70),BIF(AND(K65>A152,K65<=A153),B152,0)Dp37900#1309+.08*(K65-A153)=A153),BIF(AND(K65>A153,K65<=A154),B153,0)Dp47900#Ep2109+.093*(K65-A154)A154),BIF(AND(K65>A154,K65<=A155),B154,0)Dq399000IF(A  9000 9000  9000&"FILING STATUS 4 - UNMARRIED HEAD OF HOUSEHOLDW(ER) & ILINp0ILIN" This is the release date of the disk. CALIF-CACAL %CALIF540CAL 22106 .CAL 73 92 9984 78 8582 .CAL 21 A9 6784 53 P1 .XQT 92 76 256 2 P2 .XQT B8 CA 128 1 CALIF-CA.CAL CD 74 9472 74 CALIF540.CAL C5 1F 12928 101 z!҄!ҏ'1;\RcjqFw# - 7 A DJMPu(2<GSZ]adhkorx{ Fog Library Disk FOG-CPM.190 Copyright (1988) by Fog International Computer Users Group to the extent not copyrighted by the original author for the exclusive use and enjoyment of its members. Any reproduction or distribution for profit or personal gain is strictly forbidden. For information, contact FOG, P. O. Box 3474, Daly City, CA. 94015-0474. as part of the description of a file indicates that the program is distributed on a "try first, pay if you like it" basis. If you find the program(s) meet your need, please refer to the author's documentation for information on becoming a registered user. Only by registering and paying for the programs you like and use will the authors of such programs continue development. Often, more complete documentation, additional modules, and new releases are available only to registered users. The 1987 SuperCalc templates for preparing Federal and California income tax returns. Filename Description -02-26 .88 This is the release date of the disk. -CPM190 .DOC This is the description of the disk contents. TAXTMPL .DOC 97C1 12K ver. 1987 [Tax Templates 1 of 15] SuperCalc 1.12 (or higher) templates and eXecute files for assisting you in the preparation of your 1987 Federal and California tax returns. Note that these templates do not print on IRS-originated forms -- you must transfer the results from either the screen or the printer. README .1ST 3271 14K ver. 1987 [Tax Templates 2 of 15] P1 .XQT 9276 1K ver. 1987 [Tax Templates 3 of 15] P2 .XQT B8CA 1K ver. 1987 [Tax Templates 4 of 15] PG1-A .CAL E84D 18K ver. 1987 [Tax Templates 5 of 15] PG2 .CAL 67BB 12K ver. 1987 [Tax Templates 6 of 15] SCH-B .CAL 4BBF 5K ver. 1987 [Tax Templates 7 of 15] SCH-C .CAL 421E 8K ver. 1987 [Tax Templates 8 of 15] SCH-D .CAL FCBE 19K ver. 1987 [Tax Templates 9 of 15] SCH-E .CAL 8F25 15K ver. 1987 [Tax Templates 10 of 15] SCH-R .CAL 2E57 7K ver. 1987 [Tax Templates 11 of 15] 2106 .CAL 7392 10K ver. 1987 [Tax Templates 12 of 15] 8582 .CAL 21A9 7K ver. 1987 [Tax Templates 13 of 15] CALIF-CA.CAL CD74 10K ver. 1987 [Tax Templates 14 of 15] CALIF540.CAL C51F 13K ver. 1987 [Tax Templates 15 of 15]  SET ALTE TO &malt SET ALTE ON DO WHILE diskno="&mdiskno".AND. .NOT. EOF() IF diskno="000" IF dfile="FOG-DOS" ? "  ----CHEK--------ver 1.5-------04/11/83---- FILE CRC CHARS RECORDS --FOGCPM.190 76 32 128 1 TAXTMPL .DOC 97 C1 12160 95 README .1ST 32 71 13824 108 PG1-A .CAL E8 4D 17536 137 -02-26 .88 5B C7 128 1 PG2 .CAL 67 BB 12288 96 SCH-B .CAL 4B BF 4352 34 SCH-C .CAL 42 1E 7936 62 SCH-D .CAL FC BE 18944 148 -CPM190 .DOC 6F 23 2432 19 SCH-E .CAL 8F 25 14848 116 SCH-R .CAL 2E 57 7168 56 2106 .CAL 73 92 9984 78 8582 .CAL 21 A9 6784 53 P1 .XQT 92 76 256 2 P2 .XQT B8 CA 128 1 CALIF-CA.CAL CD 74 9472 74 CALIF540.CAL C5 1F 12928 101 (((((|(|((