IMD 1.16: 1/06/2007 13:32:21 FOGCPM.201 --FOGCPM201TAXTMPL DOC_ README 1STpP1 XQTP2 XQTPG1-A CAL !"#$%&'()*+,-.PG1-A CAL /0PG2 CALo123456789:;<=>SCH-B CAL"?@ABCSCH-C CAL?DEFGHIJKSCH-D CALkLMNOPQRSTUVWXYSCH-E CALvZ[\]^_`abcdefghSCH-R CAL8ijklmno2106 CALPpqrstuvwxyCALIF-CACALOz{|}~CALIF540CALm-01-31 89 -CPM201 DOCThis is the disk name. [ _Fv+RP~NtSRPvvҚh& F҉Vԃ~MuIFڋVܣzzFPVRT& vFPyFΉVRP3Pvv֚& F։V؃v& Pvvvv֚h& F։V؋F@F_ #tv&v&v FOPF~uP+n~HP[ _YYFVF Y>t _P a YYF~t F@_#t~tFVF FuPn_=uP+nThi documentatio wa originall include wit template fo doin you 198 taxes I ha bee revise mos recentl o 12- 9-8 b E Smit o FOG TUG-NET ONUG an OKOK. DOCUMENTATION INTRODUCTION: PG1-A.CA stand fo 1988 Interna Revenu Servic For 1040 pag an als Schedul A Th othe file ar name i simila helpfu manner The wil prin serie o SuperCal (tm template tha simulate variou IR ta forms The ar fo 1988 taxe t b file b Apri 15 1989. The original material for simulating 1982 tax forms was placed in the public domain by John Olson and could be copied without restriction, but no sale or resale was authorized (see however the section below called "On a Personal Note"). These templates are intended to: 1) Simplify the preparation of individual IRS tax forms by performing all needed calculations, given adequate input values, and outputting a reasonably complete simulation of the forms to a computer terminal and/or printer. Please note that these templates are not intended to be direct substitutes for IRS-originated forms but rather will perform all requisite calculations and assist in the preparation of the IRS forms. 2) Assist individuals to avoid overpaying 1988 Federal Income Tax by making rapid calculation of tax sensitivity to various permutations of filing status, standard versus itemized deductions, etc., easy to accomplish. 3) Provide a basis for longer-term tax planning efforts by allowing an easy and rapid investigation of the future tax consequences of different investments, contributions, gifts, payment groupings etc. Note however that all calculations in these templates reflect 1988 tax year regulations - no attempt has been made to anticipate future tax regulations. FILE ORGANIZATION: The template system has been renamed by Ed Smith and now consists of 16 different files with rather obvious names. You should note that with the exception of Form 1040 and Schedule A al Federa IR form i thi syste hav thei ow separat templat an filename Thi metho wil provid on templat pe for an allow eac use ru onl thos template tha ar needed bu th use the manuall transfer th dat fro on for t anothe (unles yo us th EXECUT files) .pa -2- The interchange of data on the file: PG2.CAL between the page 2 template and the tax calculation look-up tables is rather involved Similarly Schedul use value whic ar obtaine fro For 1040 pag 1 Memor limitation preven th inclusio o al the form an th ta schedule ont on template besides th calculation woul b slowed. Thus, anybody with a relatively straightforward tax return (i.e. limite t For 104 wit o withou itemize deduction ma nee  onl ru PG1-A.CA an PG2.CA t complet their se o ta calculations Thos user wit mor comple ta situation shoul onl selec thos additiona template tha ar pertinen an manuall inpu th calculate value fro the int th firs form a appropriat (o us EXECUTE). INITIAL DEVELOPMENT: All templates included have now been developed using Sorcim's SuperCalc Versio 1.12 an als wor wit SC2 an o IBM-typ computers wit SC2 3 o 5 Indeed Sorci indicate tha al highe version o SuperCal shoul b upwar compatibl wit Version 1.12 Bu watc ou fo th drea cas o "downwar incompatibility - ANY FILE THAT IS SAVED USING A SUPERCALC VERSION HIGHER THAN VER. 1.12 (SC2, 3, 4 or 5) WILL PROBABLY THEREAFTER BE UNLOAD- ABLE BY USERS HAVING SUPERCALC VER. 1.12. SORCIM COMPLETELY CHANGED THE WAY FILES ARE STORED WHEN THEY WENT FRO VER 1.0 1.0 T 1.1 AN LATE VERSIONS THE PROVIDE N MEAN T TRANSLAT BAC T LOWE VERSION FRO FILE SAVE USIN TH LATE VERSIONS. SIMPLIFIED DIRECTIONS (see also "Direction Annotations" for more detail): THE FIRST THING TO DO IS COPY ENTIRE DISK, then save original and use only the work copy! a) Print directory and this file and README.1ST 1) Load SuperCalc in A drive 2) Load desired template, e.g., /L(oad), B:SCH-B, A(ll) 3 Fil i th blank (area wit undimme questio mark - "?") with appropriate values 4) When satisfied, manually force a calculation 2 to 3 times using the exclamation mark - "!". 5) Examine results - if satisfied, record pertinent results for use later, save the (renamed) file to disk, and/or output the finished template to the printer. 6) Repeat from Step 2 as required with other templates. BE SURE TO /Z (ZAP) (clear) THE SCREEN BEFORE LOADING THE NEXT FILE.  Direction Annotations: *3) Areas to be filled in by the user are indicated with question marks and are unprotected (see "Protection" for details). Those cells the computer will compute usually have "0" or "NA" in the results column. When entering text, such as names, be sure to preface the entry with a quotation mark. Social security numbers need no quotes unless you insist on putting in dashes; if you do, they must be entered as text, but cannot then be automatically forwarded to another cell. DO NOT USE A QUOTATION MARK WHEN ENTERING NUMBERS. THEY WON'T COMPUTE! If you don't have a numerical value for each blank space (each "?"), and you won't, you may just skip the entry or blank it out using /B . SuperCalc will interpre al remainin ?' a nul value (zeros) s the will have no effect on your results. *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 writing over the original blank template 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. I i furthe suggeste tha al origina blan templat dis file b se t "Rea Only statu usin CP/M' STA comman (e.g STA *.CA $R/O) I thi i done yo wil no hav t worr abou accidentall recordin ove th blan templat fil wit filled-i templat whil tryin t sav i t disk (Not tha CPM 3.0 [CPM] use "SET t se Rea Onl status. (O yo ma us NSWP207.CO o DA.CO t se Rea Only. blan templat i desirabl startin poin a ther ar n "stray entrie lef ove t cree int calculation Thi dis i se "Rea Only." .pa 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 page 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 1988 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 repa m obligations spen many man hour o 198 revisio o John' 198 files abou 6 hour mor i 198 - an als adde som template fo Californi ta return - the 4 mor revisin fo 198 an ove 5 mor fo eac o th 1986 8 198 templates (Actually revisin o developin formula t mak th template take onl abou hal th time typin i th tex o gov' form an tryin t fi the int compute pag limitation i quit jo also. Thi yea thes file hav al ne 198 ta for lin entrie an text formidabl task especiall revampin agai th ol ta table an ta rat schedule s yo woul ge accurat results Th Californi 54 ta template als presen yo wit th correc ta entere i th prope plac i th simulate form I 198, California change it metho o preparin returns requirin everyon t star wit complete Federa forms the adjustin thos figure wit som ne Calif form (whic ar include o thi disk) Sinc rea a advertisemen i Lo Angele newspape fo $11 softwar packag fo doin you taxe o persona computer yo shoul b quit please t ge thi on whic doe i for.. free.. free.. free I don' sel an listings bu i yo lik thes templates sho you appreciatio b helpin ou you user group whereve i is i som way.) December, 1988 Ed Smith .OR 70 README.1ST (updated Dec. 9, 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' 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 Delet thi fil an th DO fil fro wor dis AFTE printin them 5 (DON' delet Schedule B C D o eve i yo don' nee the o th XQ file wil abort Yo ma delet an others Remember yo ca alway obtai an file yo wan fro th origina dis whic yo store awa afte copyin it. 6 Plac SuperCal dis int you A driv an cop o thi ta dis int you B drive 7 Loa SuperCal int memory The loa a original fres templat o an schedul fro th B driv ont you screen (Direction fo doin s ar explaine below. I wil loo simila t th IR form Hav a IR origina form a han t refe to 8 Ente dat i an o th unprotecte (bright cell whic hav an whic ar pertinen t you ta situation 9 Whe yo hav entere a muc dat a yo wis (a tha time) sav th filled-i templat WIT DIFFEREN NAM fro th original I yo wis t us th Execut file discusse i th followin section yo mus sav th file usin th name suggeste below 10.The yo ma delet th original blan fil fro you wor dis t giv yo dis space Remember yo stil hav th ORIGINA dis wit al origina file availabl wheneve yo wan one 11.Wheneve yo wis t ad mor dat t an o you ow template i ma b calle u usin it ne filenam whic you should have saved with the ending .MYN * *  hav adde tw EXECUT file t th ta dis whic will afte yo hav loade fil suc a PG1+A.MYN g t othe file o you dis (Schedule B C D 2106 t loo u data an brin i bac t an properl ente o th Pag templat th dat fro th othe file (assumin tha yo hav alread don th othe file s ther i a amoun availabl t b brough bac t Pag 1). I previou year i ha bee necessar fo th use t mak not o th amount o thes othe Schedule an manuall ente the int Pag an Pag 2 I i easie t d s manuall fo man o you bu i yo ar bol i ca b don wit th Execut file. Woul yo lik t kno 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: / (execute),B:P1.XQ (th fina .XQ havin bee adde b SuperCalc). Ami som whirrin an scree actio whic yo ma watc o th botto line o you screen Execut i bus readin th pertinen file o you dis fo th amount t b brough bac t Pag 1 Whe thes amount ar foun the ar entere o th Pag templat i th prope places The Recalculatio i don fo yo thre time an al scree actio stops Execut i finishe an yo ma no ente you ow dat i al th place wher brigh i displayed hop yo lik thi additiona featur o th ta templat dis (o th CP doubl densit dis and o th DO dis, XQT look u Schedule an also). No yo nee som advance information Th name o th original unuse SuperCal file o thi dis al en i .CA suffix Whe yo ente dat int the an sav them yo shoul sav the wit slightly-change filename The delet th original blan fil i orde t hav sufficien dis space No her i you "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.e., PG2.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 AFTE yo hav finishe al th schedule whic ar pertinen t you taxes loa PG1-A.CAL begi t complet it the renam i PG1-A.MY as you save it No reload it using its new name. Then us th Execut fil P1.XQT. Th Execut fil P1.XQ wil loo o you ta dis fo you complete fil unde th name SCH-B.MY (etc the extrac th dat an ente i properl int PG1+A.MYN assumin i i o th scree an tha i ha bee properly 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: / B:P an watc th actio a th botto o you screen Afte savin th Pag spreadshee (/ B:pg1-A.myn) loa th Pag spreadshee an type / B:P Thi wil searc th dis fo informatio an loa tw entrie int th Pag spreadsheet. * * * * * Thre are templates (program) thi yea for the following : Federal Form 1040, page 1 & 2 Schedule A, Sch. B, Sch. C, Sch. D, Sch. E, Sch. R Form 2106 California Form 540, p. 1 & 2 Schedule CA plu So Se calculation include a th botto o th 104 Pag templat whic wil b o grea assistanc t an o yo wh mus figur ou th amoun o Socia Securit benefit receive whic ar taxable I yo us th Soc Sec portion th dat produce i automaticall entere ont th correc line o th Pag template Thi workshee doe som involve calculation fo yo an enter th result automatically. Schedul (Incom averaging canno b use fo 198 taxes no Sch (Workin spouse). I yo catc bu i on o thes files pleas cal E Smit a (818 347-939 o writ t 2371 Stag St. Wes Hills C 9130 s w ca correc i an pas o th benefit o you shar eye t othe users Thanks! Thes program wil ru o SUPERCALC versio 1.1 o later meanin als o SUPERCAL 2 , 4 or 5 BU NO O SUPERCAL VERSIO 1.0 o th 1.0 tha cam ou fo KayPr computers. B forewarne tha i yo eve "Save on o thes file usin an versio o SuperCal late tha 1.12 i ma n longe ru o th earlie version. Al thes compute program fo Federa return hav 198 ta rat schedule a wel a correc lin number an approximat tex fo curren forms Jus cop th result thes template wil provid ont officia IR forms Th simulate form ma b printe i yo wis o result obtaine coul b hand-copie ont officia form fro you monito i n printe i available Again al lin number ar accurat fo 1988 form an simulat actua 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) Schedule E - (Rental & Royalty Income) Schedule R - (Elderly or Disabled) Form 2106 - (Employee Business Expenses) .pa Calif Form 540, Page 1 Calif Form 540, Page 2; plus the tax tables. Calif Schedule CA - (California Adjustments) [new form beginning 1987] * * * Instructions for use: Load SuperCalc version 1.12 or SuperCalc 2, 3, 4, or 5 into the computer on Drive A. (Files are written in SC-1 but later versions will read fine.) Place this disc in Drive B. Type /L(oad) B:SCH-D Type A (for "all" when screen asks the question) Afte th usua whirrin 198 templat wil appea o your screen. You merely fill in requested information everywhere you see an unprotected "?" Al tex an formula whic yo ar no t tampe wit hav 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 Afte yo hav type i dat i plac o fe brigh questio marks an alway whe yo hav complete enterin data i WIL b necessar t pres th shif ke an exclamatio ke togethe (! i orde t forc calculation. D S A LEAS THRE TIMES (especiall o Pag template wher th ta i actuall computed O thes template yo ma continu th exclamatio mark eve longer. Continu unti yo n longe se change takin plac i fina figure o you form a th "Pag 2 fil i particula refer t complicate looku method i th ta table t produc you answers (Eac look u dat an store i i ne place the look agai t plac i int you file Yo ma loo a th table i yo wish The ar locate a th far fa righ o th "PG2 spreadshee - an ar protected Yo can' hur them an thei complexit ma surpris you T se th comple formulae type /G an t g bac t th norma condition retyp /GF NOTE differen metho o calculatin th ta i use o th Californi ta form CALIF540.CAL Thi alternat metho coul hav bee use fo th Federa form a well Eve i yo ar no filin Californi ta form yo ma fin thi alternat metho wort studying i yo ar intereste i suc things Thi paragrap discusse a importan thin fo thos o yo wh ar no familia wit al th SuperCal commands becaus i yo loo a you scree afte yo hav mad fe entrie an i appear tha you figure ar no bein accepte o compute (an yo se formula bein displayed instead) jus press: /GF (meaning Global & Format). This is a command that activates a toggl whic eithe show al th built-i formula th progra uses o show th result eac formul obtains Yo ma no car abou th look o th formula whic d th job a lon a th result ar correct bu remembe tha I AL TH FORMULA AR SHOWIN INSTEA O TH RESULTS th progra i computin th result bu no showin the t yo unti yo giv th / command. O th "PG2 fil whe yo ar aske i yo ar usin th TA TABLE TA RAT SCHEDULE O FOR 8615 remembe th ta tabl i mandator o Federa ta return fo person wit taxabl income o les tha $50,000. Althoug S doe requir tha yo typ i tex lik you nam an addres usin quotatio mar a th firs entr o th text D NO US TH QUOTATIO MAR WHE ENTERIN NUMBERS I yo d so S think th number ar tex instea o number an i wil no comput the a all. IR allow u t disregar mone entrie containin fro zer t 4 cent i w increas th dolla entr b on whe th cent ar 5 t 99 Thes ta template tak advantag o thi provision an d no pla fo you us o cents Thi allow th template t us fewe column fo th display thereb makin i easie fo yo t rea o you screen I yo insis o usin cents yo wil hav t increas th widt o som columns. On las suggestio - i i easie t fil i th template i ther ar no s man confusin number o th screen Th comman /G turn th borde o o of ever tim i i entered Wh no leav i of whil enterin data Yo shoul hav cop o you blan IR ta for t loo a a yo fil i eac template Th SuperCal borde number woul jus mak th templat loo mor confusin an woul b hindranc t yo i comparin th correc ta for lin number foun o you screen Tr makin th entrie wit th borde turne off thin you'l lik i better (I shoul b properl se whe yo receiv th disk.) December 9, 198 Ed Smith  /UF29 /UF31 /UF35 /UF36 /UF42 /UL50 /UD55 /LB:SCH-B.MYN,PF25,F29,V /LB:SCH-B.MYN,PF45,F31,V /LB:SCH-C.MYN,PF53,F35,V /LB:SCH-D.MYN,PV49,F36,V /LB:SCH-E.MYN,PAC63,F42,V /LB:2106.MYN,PJ47,L50,V /LB:2106.MYN,PJ38,D55,V /LB:PG1-A.MYN,PD2,D2,V ! ! ! DEMO DGFNYDG001 WRK!DGCHART EXE)U DGDBCON EXEJ  /UE4 /UG6 /UG11 /LB:PG1-A.MYN,PD11,E4,V /LB:PG1-A.MYN,PF68,G6,V /LB:PG1-A.MYN,PN60,G12,V /LB:PG2.MYN,PE4,E4,V ! ! ! PARK BAT-t5LUE COM  PCSWEEP EXEO!PCTOOLS EXEjUSD COMA\r  SWEEP EXEupsPCBOSS COMM}tUINSTALLCOMq" LUNARC COMM (UNIFORM DATq"UNIFORM EXEq"pWHEREIS COMi SuperCalc ver. 1.12 1040 U.S.-1988. PAGE 1 and SCHED A. (to print p.1 use: A4:G68)L "  B( P7 (" 1040 U.S.-1988. PAGE 1 and SCHED A. (to print p.1 use: A4:G68)"12/9/88S.-19$" (to print Sched A, use: I3:O60 ) "as of 12/9/88hed A,  s of " |f)"PG1-A.CAL 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 "===o '==o "==o&"SCHEDULE A - ITEMIZED DEDUCTIONS - FORM 1040oga  "1988  988("FORM 1040 - U.S. INDIVIDUAL INCOME TAX RETURN for 1988 Page 1,  ORM "NAME(S): ???DUAL I !" SOC SEC # : " ? # :   '.  ".  '- !'-----? # : "----!"NAME(s):# :%" ? (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,,N  " |D  '/|D !"| |CTORS,  " / | " ||!"CITY/ST/ZIP:!" ?:!" | ?:".....?..... "|...%" MED. INS. PREMIUMS YOU PAID, ETC.LS,,N  " |M " ? INS. !"| 1a|? INS.  " /| " || '-|| "||| &" b) OTHER (list--include hearing aids, dentures, 198 " |O '/|O !"| |HER (li " / " | #"FILING STATUS: PLEASEde hear $" INSERT No. FROM 1 THRU 5 HERE>>>ids "....?..... ] !" |.... F '/ | "| | &" eyeglasses, transportation & lodging, etc.) 198 " |e '/|e !"| |eglasse !" /eglasse " |/ !"1) singlesse !" |glesse " / | "| | " ?s " | " ? !"| 1b|? !" /  " | $"2) married filing joint return& lodg !" |ried fi " /| "|/| %"2) add Lines 1a and 1b and enter total here> " |d SUM(L9:L12)b and en !"| 2 |SUM( !" /SUM( " | $"3) married filing sep. returner tota $".return.  Spouse Soc Sec # tota "....?.....  !" |....  " / "| / $"3) 7.5% of Form 1040, Line 32: tota " |. .075*F6840, !"| 3 |.075 !" /.075 " | "" Spouse name"...............?..................................98!" |.......!" /....... "| /&"4) Line 2 less Line 3; if zero or less,enter -0-.98  " |i  '/|i !"| |e 2 les  '/ | " ||#"4head/house.Child nameif zer"e:.............?............................!" |.......!" /...... "| &" Total medical and dental deductions:98  " |  '/| !"| 4 | IF(L13>L14,L13-L14,0)dental " |'"5) qualif. widow/er with depndt.child.Year spouse died: P"....?.....wi!" |....wi '/ | "| | '- |  "--||  '-|| !"+---|....wi  '---| "--|| '-||!"----|....wi '---| "|--|#" TAXES YOU PAID: depn  " |  '/|  !"| | TAXES  '/ | " ||"EXEMPTIONS 6a [ ] Yourselfpn"rself b [ ] Spouse!"No. ckd--> ]!"|6ab|d: [ ]" ?NTERE "|...%"(Note: Sales taxes are no longer deductible)  " |e  '/|e !"| | Sales  " / | " ||"" c. Dependentss ar!"| |Depende""////////////ntss ar "|///$" 5) STATE AND LOCAL INCOME TAXES:edu  " |S " ?.075 !"| 5 |?E AND  " /| " ||" ..............?..............................................1, %"|Note: 1040 form must be used for this......!"| | 1040 f " /| "|/|#" 6) REAL ESTATE TAXES:e used  " |R " ?.075 !"| 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 '/ | "| |" ..........................?.............................  " |. " ?.075 !"| 7 |?.....  '/7 | " ||" ..............?..............................................1, %"|WILL BE PLACED IN 6f FOR YOU BY COMPUTER...!"| 6c|BE PLAC" ? as c "|6c|&" 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( "|#" INTEREST YOU PAID:ons  " |  '/ !"| |?NTERE  '/ | " || '-||!"+---|?NTERE '---| "|--|$"New rules apply; see instructions.ed  " |r  '/ !"| |?s app  " / | " ||&"7) WAGES, SALARIES, TIPS, ETC.: (attach Forms W2)ere!"| 7 |ES, SAL" ?SUM( "| &"9a) DED.HOME MORTG.INT.TO FIN.INST(Ded.pts on Ln.10)  "10)D " ?.075 !"| 9a|?HOME  " /| " ||&"8a) TXBLE INTEREST INC-attach Sch B if over $400)0)!"| 8a|BLE INT" ?SUM( "| %" b) DED.HOME MORTGAGE INTEREST TO INDIVIDUAL  " |D " ?HOME !"| 9b|?HOME  " / " |'"8b) TX-EXEMPT INT.INC.(p.11).Don't incl on ln 8a)| 8b| [ ]."....?....MPT!"| |...MPT '/ | "| |&" NAME & ADDR........?..............?............b  " |N  '/|N !"| |ME & AD !" /ME & AD " |/&"9) DIVIDEND INCOME (attach SCH B if over $400)....b!"| 9 |IDEND I" ?SUM( "| #"10) DEDUCTIBLE POINTStach SC  " |D " ?CTIBL !"|10 |?CTIBL !" /CTIBL " | &"10) TAXABLE REFUNDS of STATE/LOCAL INCOME TAX, IF.b!"| |XABLE R '/ | "| |$"11) DEDUCTIBLE INVESTMENT INTERESTIN  " |D " ?CTIBL !"|11 |?CTIBL !" /CTIBL " | &" ANY, from worksheet on page 11 of instr. IF.b !"|10 |NY, fro " ?SUM( "|  %"12a) PERSONAL INT. PD.(see p. 22) 12a)str. " ?SONAL " | '/| !"| |?SONAL !" /ONAL " | !#"11) ALIMONY RECEIVED:(see p.!!"|11 |IMONY R!" ?ONY R! "| !#" b) Line 12a times .40ee p. ! " | !.40*J33es . !!"|12b|.40* ! '/2b|! " ||"&"12) BUSINESS INCOME OR (LOSS) (attach Sched C):F.b"!"|12 |SINESS "" ?NESS " "| "&"13) total interest--add lines 9a thru 11 & 12bF.b " " |t " '/|t "!"|13 |tal int "SUM(L28:L34)d lines" " |#%"13) CAPITAL GAIN (or LOSS) (attach Sch. D)2#!"|13 |PITAL G#" ?TAL G# "| # '- # "--| # '-| #!"+---|?TAL G # '---|# " ||$&"14) CAP GAIN DISTRIB NOT REPTD ON LN 13. (see P.11)b$!"|14 |P GAIN $" ?GAIN $ "| $#" GIFTS TO CHARITY:EPT $ " | $" ?.40* $!"| | GIFTS$ " ||%&"15) OTHER GAINS (or LOSSES) (attach Form 4797):11)b%!"|15 |HER GAI%" ?R GAI% "| %&"14) CONTRIBUTIONS BY CASH OR CHECK. If $3000 or11)b % " |C % '/|C %!"| |NTRIBUT % '/ |% " ||&!"16a)TOT.IRAT&"....?....ERE&%" 16b: Taxable amt (see P. 11) &!"|16b| &" ?R GAI& "| &&" more to any one organiz, show amt and organiz.b & ". |m & '/|m &!"| |re to a & " / |& " ||'!"17a TOT.P&Aa'"....?....Aa'%" 17b: Taxable amt (see P. 12)g'!"|17b| '" ?R GAI' "| '" .......?.............................?........b ' " |. '" ?.40* '!"|14 |?...?. ' " /|' " ||($"18) RENTS, ROYALTIES, PARTNERSHIPS,.(!"| |NTS, RO( '/ |(  "| |(&"15) OTHER THAN CASH(attach Form 8283 if over $500)b ( " |O (" ?R THA (!"|15 |?R THA ( " /( " |)%" ESTATES, TRUSTS, ETC. (Attach Sch. E) )!"|18 |STATES,)" ?R GAI) "| )$"16) CARRYOVER FROM PRIOR YEAR:tach S ) " |C )" ?YOVER )!"|16 |?YOVER ) '/6 |) " ||*%"19) FARM INCOME OR (LOSS) (attach Sched F): *!"|19 |RM INCO*" ? INCO* "| *&"17) total contributions: (add lines 14 thru 16)0)b * " |t * '/|t *!"|17 |tal con *SUM(L38:L42)s: (add* " |+%"20) UNEMPLOY. COMPENSATN.(insur.)(see p. 13)+!"|20 |EMPLOY.+" ?PLOY.+ "| + '- + "--| + '-| +!"+---|?PLOY. + '---|+ "--||,'"21a)SOC. SEC. benefits (see p.13) |21a|[ ].,"....?....GAI,!"| |...EC., '/ |, "| |,&"18) CASUALTY OR THEFT LOSSES (Attach Form 4684): |21 , " |C , '/|C ,!"|18 |SUALTY ," ...?....., " | -" If SOC.SEC. not zero, go to wrksheet at end of Pg. 1 below.1, -!"| | SOC.SE- '/ |- "| |- '- | - "--|| - '-|| -!"+---| SOC.SE - '---|- "--||.'" b) TAXABLE AMT, if any, from pg. 13 wrksheet (below): belo.!"|21b|AXABLE .D10588,D100. "| .&"19) MOVING EXPENSES (att. Form 3903 or 3903F) | . '/) M .!"|19 |VING EX ." ...?...... " | /&"22) OTHER INCOME (list type and amt-see Page 13): |/!"| |HER INC/ '/ |/ "| |/ '- | / "--|| / '-|| /!"|---|HER INC / '---|/ "--||0" .........?..............?..................................1, 0!"|22 |.......0" ?.....0 "| 0'" MISCELLANEOUS DEDUCTIONS |/p...... 0 " | 0 | 0!"| | M 0 '/ |0 " ||1'"23) ADD THE AMOUNTS SHOWN IN THE FAR RIGHT COLUMN FOR......1!"| |D THE A1 '/ |1 "| |1&"20) Unreimbursed empl. exp. (see intr.) |OR 1 " |U 1" ?imbur 1!"|20 |?imbur 1 " / |1 " ||2(" LINES 7 to 22. THIS IS YOUR TOTAL INCOME........>1, 2!"|23 |LINES 72SUM(F27:F49) 2 "|2&"21) Other Expenses (list type & amount) .....>L INCO 2 " |O 2 '/|O 2!"| |her Exp 2 " /|2 " ||3 '-||3 "|||3" .....................?........................CO 3 " |. 3" ?..... 3!"|21 |?..... 3!" /?.....3 " |/4$" ADJUSTMENTS TO INCOME...4!"| | A4  |4 "| |4&"22) Add amts on lines 20 & 21; enter the total >CO 4 " |A 4SUM(L50:L52)20 & 21 4!"|22 |SUM( 4!" /SUM(4 " | 5$"24 ) REIMBURSED EMPLOYEE BUSINESSer 5!"| |EIMBURS5  |5 "| |5%"23) Multiply amt on Line 32 of 1040 by .02ta 5 " |M 5F68*.02on L 5!"|23 |F68* 5 '/3 |5 " ||6'" EXPENSES (from Form 2106, line 13)..........> |.....6"....?....ENS6!"|24 |...ENS6 '/4 |6 "|4 |6$"24) Subtract line 23 from line 22ine 6 " |S 6 '/|S 6!"|24 |btract 6IF(L53>L54,L53-L54,0)22ine6 " |7'"25a) YOUR IRA DEDUCT (from p. 14 or 15 worksheet) > |.....7"....?....IRA7!"|25a|...IRA7 " /a|7 "|a|7 '-a| 7 '-a| 7!"|---|...IRA 7 '---|7 " ||8'" b) SPOUSE'S IRA DEDUCT (from worksheet) > |.....8"....?....E'S8!"|25b|...E'S8 " /|8 "|/|8'"25) OTHER (from list on p. 26 of instr.) Type & Amount:..... 8 "nt:O 8!"| |HER (fr 8" ...?.....8 " ||9'"26 ) SELF-EMPL. HEALTH INS. DEDUCT. (from P.15) > |.....9"....?....EMP9!"|26 |...EMP9 " /9 "| /9" ........?......................?....................... >Park, 9!"|25 |......? 9" ...?.....9 " |.:'"27 ) KEOGH RETIREMENT PLAN & SELF-EMPL SEP DEDUCT. > |.....:"....?.... RE:!"|27 |... RE:!" /... RE: "| /:("26)Add amts on lines 4,8,13,17,18,19,24,& 25. Enter total here>1, :!"| | amts o : '/ |: " ||;'"28) PENALTY ON EARLY WITHDRAWAL OF SAVINGS: > |l her;"....?....Y O;!"|28 |...Y O;!' /..Y O; "| ;("Then enter on ln.34, 1040, the larger of this or Std. Deduct.>1, ;!"|26 |nter on ;SUM(N16+N24+N35+N43+N45+N47+N55+N58)or Std.; " |<#"29) ALIMONY PD: NAME?35+N43+<".........?.......................|7+< '/.....|7+="....?......|=!"|29 |.....|= '/9 |= "|9 |>("30 ) Add lines 24 thru 29. (Your total adjustments) ............>, >!"|30 |dd line>SUM(D55:D62) 29. (Y> "|>'"This is the end of Sched. A. (Scratch pad area below).....? '-is ?!"|---|s the e? '---|? "|--|? '---| ?!"-----s the e@("31) Subtract line 30 from ln 23. This is your ADJ. GROSS INCOME., @!"| |btract @ '/ |@ "| |@&"this checks for status; ignore unless L67= 999999GR @ "9 | A("If this line is less than $18,576 & a child lived wit h you, see, A!"| |s line A '/ |A "| |A""CHK FILE STATUSless A" -->TAT A " | AFIF(AND(D11>=1,D11<=5),INT(D11),999999)d witB'""Earned Income Credit" (line 56) on p. 18 of instructions. sB!"| |d IncomB B'/ |B "| | B " ||C("If you want IRS to figure your tax, see p. 15 of instructions., C!"|31 | want ICBF51-F63o fiC "|D '=D "=F)"(this is the end of page 1.) IF YOU RECEIVE SOC SEC BENEFITS, BELOW IS. |G)"A WORK SHEET (from p.13) FOR FIGURING SOC SEC TAXABLE AMT FOR LINE 21b. |H)"You need only make one entry; other data is taken from info above and. |I("the results are correctly transferred to computer Page 1 above.e andJ&"A. If single, enter a 1 on dotted line below.er PagK'"B. If married filing jointly, enter a 2 on dotted line.abovL("C. If married (no joint return) and lived with spouse at any timendM#" during 1988, enter a 3.uN)"D. If married (no joint return) and DID NOT live with spouse in 1988. |O$" enter a 4 on dotted line below. Q!"Enter here>4QP2....Q#" <-- enter 1, 2, 3, or 4.ne S'"1. Enter total amt from every Box 5 on every one of |pouseSD45l amt frS " |T'" your Forms SSA-1099 and/or Forms RRB-1099.(Same as |pouseT '/ yoT " |oU'" line 21a above).If line 1=zero or less, stop here; |pouseU '/ liU " |iV'" none of your Soc.Sec. benefits is taxable. |pouseV '/ noV " |oW'"2. Take one/half of amt on line 1 |pouseWD84/2f of aW " |X'"3. Add amounts in the far right column of Form 1040, |pouseX '/ AdX " |dY'" lines 7 thru 20 plus line 22; don't incl.lines 16a |pouseYSUM(F28:F44)+F47ne Y " |Z'" or 17a of Form 1040, nor from Box 5 of SSA or RRB |pouseZ '/ orZ " |r['"4. Add lines 2 and 3 |pouse[D88+D90d 3 [ " |\'"5. Enter amount from 1040, line 30 |pouse\F63nt from \ " |]'"6. Subtract line 5 from line 4 |pouse]D92-D935 fr] " |^'"7. Enter $25000 or 32000 or zero(done for you already)|pouse^IF(D84=0,0,IF(B82=3,0,IF(B82=2,32000,25000)))pouse^ " |_'"8. Subtract line 7 from line 6 |pouse_IF(D94-D95>0,D94-D95,0) _ " |`'" If line 8 is zero or less, stop and enter nothing |pouse` '/ If` " |fa'" on lines 21a and 21b unless you chkd D above, in |pousea '/ ona " |nb'" which case, read instructions. Otherwise, go on. |pouseb '/ whb " |hc'"9. Divide line 8 by 2. |pousecD96/28 by 2c " |d%"TAXABLE SOC. SEC. BENEFITS: |d '/XABd " |Be'"10. ENTER ON 1040, LINE 21a, THE AMT ON LINE 1 ABOVE >|pouseeD841040, LIe " |f$" |1bf " |Og'" NOW COMPARE LINES 2 & 9. ENTER SMALLER ON 21b ALSO |pouseg '/ NOg " |Oh'" This is your TAXABLE SOC SEC BENEFIT >> |pousehMIN(D88,D100) SOC Sh " |j'"NOTE: Your data has been computed and entered properlypousek%"on above computer Form 1040, line 21b.nteredom.exeSuperCalc ver. 1.12 1988 FORM 1040, page 2; (as of Dec. 9, 88)L  7 DP7 " 1988 FORM 1040, page 2; (as of Dec. 9, 88)" (to print, use: A6:H57)as  "|to  " | !" 1988rint, u%"SCHEDULES FOR LOOKING UP & COMPUTING TAX8)!"TBL RD OFF =E"wPIF((L49-100*(INT(L49/100)))<=50,(100*INT(L49/100))+2 5,(100*INT(L49/100))+75)ions)'"for SC ver. l.12 or SC2. by Ed Smith, Canoga Park, CA.)+2 "|r S " |S!"Sched. Xr. lp0chedp0chedp0chedp.15edp05edp05ed'"Please enter no. of exemptions from p.1, line 6e --->)+2"....?....T(!"| NA|enter  '/NA| "|NA| "T ||!"Status 1ter p17850p17850p17850p.280p17850q2677.5 1ter ""STATUS 1 (single)f e'"Enter filing status frm page 1 of 1040 (1,2,3,4,or 5) ->)+2"....?....T(!"| NA|iling  '/NA| "|NA| " ||p43150p43150p43150p.330p43150q9761.5iling !"TAX TABLEng D@WINT((((Y1-LOOKUP(Y1,Q2:Q5))*LOOKUP(Y1,S2:S5))+LOOKUP(Y1,U2:U5))+.5) '=!"=====/BINT(!"==========T( "|=== "A |=p89560p89560p89560p0560p89560N/AX66!"SCHED XYZ66D@W((G16-LOOKUP(G16,Q2:Q5))*LOOKUP(G16,S2:S5))+LOOKUP(G16,U2:U5))+.5)%"32) Amount from line 31 (ADJ. GROSS INCOME)!"|32 |ount fr" ?===T( "|  " | "33a) CHK IF:[ ] 65/OVER [ ] BLIND; [ ] SPOUSE 65/OVEROKUP(G#" YOU WERE 65 OR OVERR [ ] "[ ]U"" BLIND. # boxes ckdR!"| |. # box '/ | "| | "X ||" [ ]ckdR"" SPOUSE 65 OR OVERR"[ ]O!" BLIND.33a O"....?....T(!"|33a|33a O '/3a| "|3a| " ||'"If someone can claim you as a dependent, check here > 33bP(G" [ ]e ca!"|33b| ]e ca '/3b| "|3b| " ||""Explanations: claim '"If married filing sep.return, see p. 15 & check > 33cP(G " [ ]d fi !"|33c| ]d fi '/3c| "|3c| " || ("NOTE: All computations amount to col.R * col.T + col.V = col.YU2:U5 ("34) ENTER THE LARGER OF: YOUR STANDARD DEDUCT (from P. 17) orU2:U5 !"| |TER THE '/ | "| | "R || ("TBL RD OFF is Table Round Off and is used to change (round-off)2:U5 '" YOUR ITEMIZED DEDUCTS: from Sch.A, line 26ound-o !"|34 |  Y " ?IF(E "|  " |  '" actual taxable income to an amount which will producend-o '" If you itemize, attach SCH.A and check here->d-o " [ ] I !"| | ] I '/ | "| | "A || '" the exact tax that would be found in IRS Tax Tables.>d-o '"35) Line 32 less line 34. Enter the result here -->d-o !"|35 |ne 32 l G6-G12 line "| " | )"TAX TABLE formula computes tax for those using Tax Tables (under 50,000).5)'"36) Total exemptions times 1950 or see chart on p 16 -->(un!"|36 |tal exeE3*1950ons  "| "T |("SCHED XYZ formula computes tax for those who must use the Tax Rate,0%"37) TAXABLE INCOME - line 35 minus 36:e who !"|37 |XABLE IIF(G14-G15>0,G14-G15,0)s 36 "| " |&" Schedules ($50,000 & over taxable income).ust use&"TAX METHOD USED; unprotect E17 and enter a 3 int use!" -->USAIF(G16<50000,1,2)E1!"| |IF(G!"//////////(G "|/// "E |/&" E17 ONLY if your tax is from Form 8615, otherwise!"| | ONLY i!"////////// i "|/// " |/!"Sched. Z/ ip0chedp0chedp0chedp.15edp05edp05ed!"Hd-of-hse i'" the correct entry (1 or 2) is automatically made for you.!"| | correc!"//////////ec "|/// " |/!"Status 4/ecp23900p23900p23900p.280p23900p3585!"STATUS 4/ec$" ( 3 means you used Form 8615)auto!"| | means !"//////////s  "|/// " |/p61650p61650p61650p.330p61650p14155!"TAX TABLEs D4INT((((Y1-LOOKUP(Y1,Q18:Q21))*LOOKUP(Y1,S18:S21))+LOOKUP(Y1,U18:U21))+.5)5)'"(IF 3 IS SELECTED, ENTER TAX FROM FORM 8615 MANUALLY IN G21)!"| |IS SELE" ?S SELE "|  "S | q123790S SELEq123790S SELEq123790S SELEp03790q123790S SELEN/AX66!"SCHED XYZ66((G16-LOOKUP(G16,Q18:Q21))*LOOKUP(G16,S18:S21))+LOOKUP(G16,U18:U21)""38) Enter tax!LOOKUP&"(this entry is also made automatically for you)18:S2!"|38 |entry iN/AIF(E17>2,G21,LOOKUP(E4*(E17^3)+.01,K51:K60))))+LOOK "|/A " |"CHECK IF FROM: [ ]TAX TABLE; [ ]TAX RATE SCH; [ ]FORM 8615(G16,U!"| |IF FROM!"//////////OM "|/// "C |/'"39) ADDITIONAL TAXES (see p.16) (From FORMS 4970 or 4972):61!"|39 |DITIONA" ?ITIONA "|  " | %"40) add lines 38 and 39. Enter total: >S 4!"|40 |d linesN/AG22+G24and  "|/A "H | '-|!"|---|G22+ '---| "|--| " ||%"41) CREDIT FOR CHILD & DEPEND.CARE-form 2441!" | 41 |FO" ?1 |FO!"|41 |1 |FO '/1 | "|1 | "E ||%"42) CREDIT FOR ELDERLY & DISABLED (Sched R)!" | 42 |FO" ?2 |FO!"|42 |2 |FO '/2 | "|2 | " ||%"43) FOREIGN TAX CREDIT (attach Form 1116):!" | 43 | T" ? | B!"|43 |3 | T '/ "| "D |%"44) GENERAL BUS. CREDIT. Check if from:):!" | | B '/| !"| | | B '/ | "| | " ||&"NOTE: All computations amount to R * T + V = Y or 4%" [ ] Form 3800, or [ ] Form _____ V =!" | 44 |m " ?4 |m !"|44 |4 |m  '/4 | "|4 | "U ||&"45) CREDIT FOR PRIOR YEAR MIN.TAX (use Form 8801)r 4!"1)| 45 |FO" ?5 |FO!"|45 |5 |FO '/5 | "|5 | " || %"46) add lines 41 thru 45. Enter total:orm 8 !"|46 |d lines SUM(E27:E32)45. En "| "L | !"Sched.Y1SUM( p0ched p0ched p0ched p.15ed p05ed p05ed !"Married-jtM(!%"47) line 40/pinus 46 (not less than zero)m 8!!"|47 |ne 40/p!N/AIF(G25>G33,G25-G33,0)than z! "|/A! " |!!"Status 2IF(G!p29750!p29750!p29750!p.280!p29750!q4462.5 2IF(G!""STATUS 2 OR 55>G33,G" '-ATU"!"|---| 2 OR 5"'---|" "|--|" "E ||"!" or 2 OR 5"p71900"p71900"p71900"p.330"p71900"q16264.52 OR 5"!"TAX TABLER 5"D4INT((((Y1-LOOKUP(Y1,Q33:Q36))*LOOKUP(Y1,S33:S36))+LOOKUP(Y1,U33:U36))+.5)5)#%"48) Self-employment tax (attach Sch SE)OOKUP#!"|48 |lf-empl#" ?lf-empl# "| ?# " |?#!"Status 5empl#q149250 5empl#q149250 5empl#q149250 5empl#p09250#q149250 5empl#N/AX66#!"SCHED XYZ66#((G16-LOOKUP(G16,Q33:Q36))*LOOKUP(G16,S33:S36))+LOOKUP(G16,U33:U36)$%"49) ALTERNATIVE MINIMUM TAX (Form 6251):P(G1$!"|49 |TERNATI$" ?TERNATI$ "| ?$ "S |?%("50 RECAPTURE TAXES (P.17). Check [ ]Form 4255 or [ ]Form 861116,U%!"|50 |CAPTURE%" ?CAPTURE% "| ?% " |?&&"51) SOC. SEC. TAX ON UNREPORTED TIPS (Form 4137): [&!"|51 |C. SEC.&" ?C. SEC.& "| ?& " |?'&"52) TAX ON AN IRA OR QUAL RET PLAN (Form 5329)): ['!"|52 |X ON AN'" ?X ON AN' "| ? ''"P.S. THIS TAX PROGRAM WILL AUTOMATICALLY TRANSFER THE TAXm 8' " | ($"53) TOTAL TAX: add lines 47 thru 52.(!"|53 |TAL TAX(N/ASUM(G34:G40)es 47 t( "| ('"TO LINE 37 OF CMPTR FORM 1040 SO YOU WON'T HAVE TO DO IT.m 8( "& |I)!"| |E 37 OF) "| |) " ||* '-||*!"|---|E 37 OF* '---|* "|--| *("BUT REMEMBER TO PRESS ! OCCASIONALLY TO FORCE CALCULATIONS.1116,U* " |R+'"54) FED. INC. TAX WITHHELD: (if from 1099s, check [ ]ATIONS.+!"ck [ ] |NC.+" ?IF(T+!"|54 | |NC.+ '/4 |+ "|4 | + '=4 |+ " ||,&"55) 1988 EST.TAX PAYMNTS and AMT. FROM '87 RETURN[ ],!"ETURN |," ? |,!"|55 | |, " / |, "| |, "C ||,&"NOTE: All computations amount to R * T + V = YN[ ]-%"56) EARNED INCOME CREDIT (see p. 18):T + V =-!" |-" ? |-!"|56 | |- " /|- "|/| - "|/|- " ||.&"57) AMOUNT PAID WITH FORM 4868 (EXTEN. REQST)YN[ ].!".) |." ? |.!"|57 | |. " /. "| / .$"Tax Tables req'd for under $50,000EN . "|x T. "A |T/&"58) EXCESS SOC SEC & RRTA TAX WITHHELD (see P. 19) ]/!"19) | SO/" ? | SO/!"|58 | | SO/!" / | SO/ "| / /&"Tax Rate Schedules req'd for $50,000 and over 19) ] / "|x R/ " |R/!"Sched.Y2Sche/p0ched/p0ched/p0ched/p.15ed/p05ed/p05ed/!"Married-sepe0'"59) CREDIT FOR FED TAX ON FUELS (Frm 4136): |ONS.0" ?EDIT FO0!"|59 |EDIT FO0!" /DIT FO0 "| 0'" taxable amount =S. 0G16 0 "|0 "L |0!"Status 3G160p148750p148750p148750p.2850p148750q2231.253G160!"STATUS 3G161'"60) REGULATED INVEST CO. CREDITS (Frm 2439): |=S.1" ?GULATED1!"|60 |GULATED1 '/0 |1 "|0 | 1 '=0 | 1 "|0 |1 " ||1p359501p359501p359501p.3301p359501q8132.25ULATED1!"TAX TABLETED1DDCINT((((Y1-LOOKUP(Y1,Q48:Q51))*LOOKUP(Y1,S48:S51))+LOOKUP(Y1,U48:U51))+.5)5)2%"61) TOTAL PAYMENTS (add lines 54 thru 60)pP2'.) T2!"|61 |TAL PAY2SUM(E44:E50)d lines2 "| 2&"LOOKUP TABLE FOR TAX CALCS: Tables - 1 single,S48: 2p1OOKU 2D@WY4 2 "|2 "C |2q113300Y4 2q113300Y4 2q113300Y4 2p033002q113300Y4 2N/AX662!"SCHED XYZ662((G16-LOOKUP(G16,Q48:Q51))*LOOKUP(G16,S48:S51))+LOOKUP(G16,U48:U51)3 '.3!"|...|((G13 '...|3 "|..| 3&" Tables - 2 married-jt5 3p2 3D4Y35 3 "|3 " |4'"62) If line 61 is more than line 53, enter AMOUNT OVERPAIDOK4!"|62 | line 64N/AIF(G51>G41,G51-G41,NA) 53, 4 "|/A 4&" Tables - 3 marr-sepOVE 4p3 4DDCY50 4 "|4 "S |4%" 1988 WORKSHEET for TAX RATE SCHEDULESrr5%"63) AMOUNT OF LINE 62 TO BE REFUNDED TO YOU:5!"|63 |OUNT OF5N/AIF(AND(G53>0,G53>E55),G53-E55,NA):5 "|/A 5&"  Tables - 4 hd-of-hseVE 5p4 5D4Y20 5 "|5 " |5&" (if T59 = N/A, do not use this worksheet)hseVE6'"64) AMOUNT OF LINE 62 TO BE APPLIED TO 1989 EST. TAX:PAIDOK6!". TAX >| OF6"....?... OF6!"|64 |.. OF6 '/4 |6 "|4 | 6&" Tables - 5 qual.widAX: 6p5 6D4Y35 6 "|6 " |7'"65) AMOUNT YOU OWE! (If line 53 is more than line 61)PAIDOK7!"|65 |OUNT YO7N/AIF(G41>G51,G41-G51,NA)is mo7 "|/A 7&" Rates - 1 single 61) 7p8 7D@WY5 7 "|7 " |7!" 1.Y5 7""Filing status 7!". . . .tatus7!" . . . .atus7!" 1..atus7EAyIF(E4=1,25076.8,IF(E4=4,34661.2,IF(E4=3,33657.75,41790))),U8" CHECK [ ]1,25078$"IF FORM 2210 ATTACHED.See P.20.,34668!"PENALTY=|10 8"....?...10 8!"| |..10 8 '/ |8 "| | 8&" Rates - 2 marr-jt3365 8p16 8Y36 8 "|8 " |8!" 2.Y368""Taxable inc. . 8!" . 2.e inc. 8G169 '=9 "= 9&" Rates - 3 marr-sep365 9p24 9Y51 9 "|9 " |9!" 3.Y519""Filing status. . 9!" . 3. status9FPIF(E4=1,89560,IF(E4=4,123790,IF(E4=3,113300,149250)))))),U:"END OF PAGE 2.1,8956 :&" Rates - 4 hd-of-hse0, :p32 :Y21 : "|: " |:!" 4.Y21:""Subtract . . . :!" . 4.ct . . :N/AIF(T57>T58,T57-T58,NA)tes - ;&" Rates 5 qual.wid0, ;p40 ;Y36 ; "|; " |;!" 5.Y36;""Multiply . . . ;!" . . .y . . ;!". . . . . . ;!". 5. . . ;N/AT59*.28 <(" POSSIBLE ERROR CHECK BELOW. (It is ok unless 999999 shows.),U< " |O'"allowed if your tax is from Form 8615. Please check.9999 sh> " |w>!" 8.if yo>""Compare. . . . tax i>!" . . .. . . >!". . . . . . >!". 8. . . >N/AMIN(T61,T62) from F? " |?!" 9.MIN(?#"TAX . . . . . . . . .from F?!". . . . . . ?!". 9. . . ?N/AV56+V60+V63@&" * Error check: * ----->----->----->----->----->@IF(E17>2,999999,G16)--->---@ " |@  |A " |A&"This amount is transferred to computation area --->AN/AIF(T59<1,NA,V64) toSuperCalc ver. 1.12 1988 1040, SCH. B (to print, use A4:H56)L  P7 %"1988 1040, SCH. B (to print, use A4:H56)" as of: 12/9/88  "| up("for SUPERCALC vers 1.12 or later. by Ed Smith, Canoga Park, CAct "|r S '=r S "|r S'"SCHEDULE B 1988ga Park$" INTEREST & DIVIDEND INCOME !" 1988ST "|  '-  "| "NAME(S):8ST"........?.......IVID "SSN."....?..........IVID "|..? '-..? "|..?#"(see instructions and p.24.) "|ee %" PART I - INTEREST INCOME  "| '.  "| &"1) INTEREST INC.from SELLER-FINANCED MORTGAGES: 1988 "| |N "||N !" PAYER NAME: " ? "|1|  "....?...... "|..? &"2) OTHER INTEREST INCOME (list name of payer): 1988 "| |T '/..? "||T "........?.................... name o "| |. "....?...... "|..?"........?.................... name o "| |."....?....... "|..?"........?.................... name o "| |."....?....... "|..? "|2|? "||? "| |? "||? "| |? "||? "| |? "||? "| |? "||? "| |? "||? "| |? "||?'.|?#"|.|......................... "||..%"3) add lines 1 & 2. Put here & on ln 8a,1040 "|3|dSUM(F12:F23)t here  "| '- "|'" PART II - DIVIDEND INCOME (see instructions on p. 25) "| PA '. PA "| PA("4) DIVIDEND INCOME (list payers. Incl. on this line capital gainct "| DI&" distributions, non-taxable distrib., etc.) line c""| |\\\\\\\\\\\s, non "||\\"........?....................distrib "| |."....?......- "|..?"........?....................distrib "| |."....?....... "|..? "........?....................distrib "| |. "....?....... "|..?! "| |?! "||?" "|4|?" "||?# "| |?# "||?$ "| |?$ "||?% "| |?% "||?& "| |?& "||?' '-|?'%"|-|----------------------------------, etc.)' "||--(&"5) add amounts on line 4 and enter total here: >>e c( "|5|d(SUM(E31:E39)Sch.D t( "|)$"6)CAP.GN DIST.(put on Sch.D too).o)" .....?...(put on) "|6|.) '/|.) "||.*%"7) NON-TXBL. DISTR: (see Sch. D instr.) here*" .....?...44n 8.* "|7|.* '/|.* "||.+&"8) add amounts on lines 6 and 7. Enter total: >>e c+ "|8|d+D42+D43 lin+ "|,&"9) ln 5 minus ln 8.(put here & on ln 9, 1040))40)c, "|9|i,F41-F44n 8., "|- '-- "|.!" PART III. "| P/("ANS 10 & 11 IF YOU REC'D MORE THAN $400 INTEREST OR DIV'DS OR HADct/ "|S 10$"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#"|///////////////////////ou h2 "|///3$"interest, etc. over foreign account?3!"unt? |, etc3" ? 3 "|? 3"?? 3 "|? 4""COUNTRY NAME. over f4".......?............4!" |.....4#"|///////////////////////gn a4 "|///5&"11) GRANTOR OF OR TRANSFEROR TO FOREIGN TRUST?T OR D5!" |TOR O5" 5#"|///////////////////////ROR 5 "|///6%"FOREIGN TRST? If so, see instr. page 23TRUST6!"Pg.23 |TRST?6" ?36 "|?36"??36 "|?37 '=?37 "=?39"(end of Schedule B)  SuperCalc ver. 1.12 Schedule C - 1040 for 1988 by Ed Smith, Canoga Park, CA. as of:L  $ P7 )"Schedule C - 1040 for 1988 by Ed Smith, Canoga Park, CA. as of: "12/9/88 C - "(PRINT A3:H59)40 for '=RIN "=RIN)"SCHEDULE C - 1040. PROFIT OR LOSS FROM BUSINESS OR PROFESSION. 1988 '-HED "-HED""Name of proprietor:P$" |Social Security Number:FR "| " ..................?...............!" |." ....?.............? "|...)"A Principal business or profession, incl. product |B Principal bus 1988!"iness codel  "|ess%" or services (see instructions) //////////!"//////// |e" ..?. |e "| .."kind: ..........?.............. |!" |. "| %"C Business name and address: //////////////  $"//////// |D Employer ID number///// "|/// "name: ..........?........................ | #" | (not SS#)...... " ....?........ot SS# "|... "address: .......?........................  %" ___________________________...  "| )"NOTE: ACTUAL IRS FORM REQUIRES MORE INFO IN THIS AREA. PLEASE READ IT.1988 "|TE: ("(There are no computations in this section, just Yes-No questions.)I "|her '-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" ?  "| $" b less: Returns & allowances:Part I" ?: Retu#" | 1b |ces" ?  "| $" c Line 1a less line 1b (= balance)I#" | 1c | baF18-F19 |  "|&"2 Cost of goods sold/opns (from Part III, line 8)es-#"ne 8 | 2 |(frF73 |  "|$"3 Gross profit (line 1c - line 2):t #" | 3 |linF20-F21 |  "|%"4 Other income (incl wind. profit tax credit#" or refund in 1988 | 4 | pr" ?und in "| $"5 Gross income (add lines 3 + 4).tax#" | 5 |3 +F22+F23 |  "| '- "|#"PART II - DEDUCTIONS5 |3 + "|RT  '.RT  "|RT $" 6 ADVERTISING |).tax" ?RTISIN$"|23 REPAIRS |).tax" ?F22+ "| $" 7 BAD DEBTS(SALES OR SERVICE|).tax" ?DEBTS($"|24 SUPPLIES (NOT IN PART III|).tax" ?PLIES  "| $" 8 BANK SERVICE CHARGES |).tax" ? SERVI$"|25 TAXES |).tax" ?ES  "| $" 9 CAR & TRUCK EXPENSES |).tax" ?& TRUC$"|26 TRAVEL,MEALS & ENTERTAIN.|).tax '/6 T "|6 T$"10 COMMISSIONS |).tax" ?ISSION$"| a TRAVEL |).tax" ?ES  "| $"11 DEPLETION |).tax " ?ETION  $"| b TOT. MEALS & ENTERTAINMT |).tax '/b T "<26b "....?...f Ln!$"12 DEPREC.& SECT. 179 DEDUCT.|).tax! '/ DE!$"| c 20% of Ln 26b (instruct) |).tax! '/c 2! "<26c!H33*.20 (in"$" FROM FM 4562 (not Pt. III)|).tax"" ? FM 45"$"| d Line 26b less line 26c |).tax"H33-H34 lin" "|#$"13 DUES & PUBLICATIONS |).tax#" ? & PUB#$"|27 UTILITIES & TELEPHONE |).tax#" ?LITIES# "| $$"14 EMPLOYEE BENEFIT PROGS. |).tax$" ?OYEE B$$"|28a WAGES |).tax$ "<28a$"....?...S %$"15 FREIGHT (not in Part III) |).tax%" ?GHT (n%$"| b JOBS CREDIT |).tax% "<28b%"....?...CRED&$"16 INSURANCE |).tax&" ?RANCE &$"| c Subtr. ln 28b from ln 28a|).tax&H37-H38 fro& "|'$"17 INTEREST |).tax' '/ IN'$"|29 OTHER EXPENSES (SPECIFY) |).tax' "|9 O($" a MRTG INT. TO FINAN. INST.|).tax(" ?G INT.( "| (#" ? |T.(" ? ( "| )$" b OTHER INTEREST |).tax)" ?ER INT) "| )#" ? | )" ? ) "| *$"18 LAUNDRY & CLEANING |).tax*" ?DRY & * "| *#" ? | *" ? * "| +$"19 LEGAL & PROFESS.SERVICES |).tax+" ?L & PR+ "| +#" ? | +" ? + "| ,$"20 OFFICE EXPENSE |).tax," ?CE EXP, "| ,#" | , "| -$"21 PENSION & PROFIT SHAR. |).tax-" ?ION & - "| -#" | - "| .$"22 RENT ON BUSINESS PROPERTY |).tax." ? ON BU. "| .#" |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. Subtract line 30 from ln 5. If a profit,s.)I2#" ln.5. If a profit,| |ra2 '/n.52 "|n.53&" enter on 1040, line 12 & on Sched SE, ln.2. 5. If3#"2. | | o3 '/ 3 "| 4%" If a loss, you MUST go on to line 32.ln.24#" | 31 |n 4F24-F49 |4 "|5 '-5 "|6)"32 If you have a loss, you MUST check )19886#"All is at risk 32a)MU6" [ ]t ris6 "| [7$" the box that describes your check7#"Some is not at risk 32b)ou7" [ ]not a7 "| [8$" investment in this activity check8 "| in9'"If you checked 32a,enter loss on 1040, ln.12 & Sch SE, ln.2.9 "| yo:&"If you checked 32b, you MUST attach Form 6198.Sch SE: "| yo; '= yo; "= yo=" Page 2 (to print, use A63:g74)>)"PART III COST OF GOODS SOLD &/or Operations (See Schedule C Instructions.8? '.RT ? ".RT @&"1 Inventory at start of year (may need explanation)@#"anation). | 1 |ar@" ?nal us@ "| A'"2 Purchases less cost of items withdrawn for personal useC A#"r personal use | 2 |teA" ?nal usA "| B%"3 Cost of labor (but not your salary)wn forB#" | 3 |ouB" ? B "| C#"4 Materials & supplies |ouC#"  | 4 |ouC" ? C "| D""5 Other costs |D#" | 5 |ouD" ? D "| E#"6 add lines 1 thru 5 5 |ouE#" | 6 |ouESUM(F65:F69) 6 |ouE "|F$"7 Less: Inventory at end of yeararyF#" | 7 |f F" ?SUM(F "| G&"8 COST OF GOODS SOLD &/or OPERAT. Line 6-7.personaG#" | |OPG '\ G "| H(" Also enter in Part I, line 2 above. (is done automatically)tructH#"done automatically).| 8 |neHF70-F71y).|H "|I '=I" ?F70-I "=J("PART IV (contains only codes to be used. Place proper code onctJ" ?F70-K(" Line B on Page 1 of Sched. C. See actual IRS Sch. C.)ctL""(end of Schedule C)n SuperCalc ver. 1.12 1988 IRS FORM 1040 SCHEDULE D - 2 PAGESL     & 1  P 7 %" 1988 IRS FORM 1040 SCHEDULE D - 2 PAGES7)#"by Ed Smith, Canoga Park, CA " |d'"Please enter filing status number from Form 1040, pg.1: -->>".....?.....V "|eas&"(to print page 1, use: A4:O63 )(for page 2: S4:W59)""as of 12/9/88 1, use " |f'"To print, use S4:W46 (V2 used only for XQT file -->IF(V10>0,V10,IF(V2=3,MAX(-1500,V11),MAX(-3000,V11)))M(D49:H "| '- "--- '=- "=-("SCHEDULE D CAPITAL GAINS AND LOSSES (& 1099-B) 1988)"SCHEDULE D 19889))ity '.HED "...D)"CAPITAL GAINS & LOSSES PAGE 2)ity!"NAME(S):AINS" ..........?............ !"SOC SEC NO:. " ?C NO:."<<--If you use hyphens, Soc. '---I "---I '---I " |I" Sec # won't copy to page 2. !"NAME(S): won"........?.........y  "SSN.L6. "|*"1)Report total sales of stocks, bonds, etc. from 1988 broker's 1099-B, etc. |er) t  "1|ep " ?rt tota " |? '-|? "||?+" If this differs from total of lines 2b & 9b, (col d), attach statement. -----------s)  '-If  " | %" PART III - SUMMARY OF PARTS I & IIb '-  "|  " |  '"18) combine lns 8 & 17.If gain,enter here & on 1040,ln 13|ac "18|c N36+N62 & 1 "| " | '"19) if line 18 is a loss, enter here and on 1040, ln 13 |ac "19|i IF(V10<0,MAX(V10,V51),0)re  "| '- " | '"smaller of ln 18 or -3000 (-1500 if Marr. filing sep.) |ac " |l '\|l "||l )"PART I - SHORT-TERM CAPITAL GAINS & LOSSES - ASSETS HELD 1 YR.OR LESSnt.  " |  '-|  "|| (" (ASSETS HELD 6 MO.OR LESS IF ACQUIRED BEFORE 1/1/88)OR LESS " |  ("PART IV - Computation of Capital Loss Carryovers From 1988 to 1989SS "|RT ""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)" (Complete this part if loss on line 18 is more than loss on line 19)  "| ( '. ("".....a)......this pa "..|.!"....b)...... "..|b!"....c)...... "..|c!"....d)...... ".|.d  '..d  "|.d  '..d  ".|.d !"........... " |.'"20) Enter loss on ln 8; if none enter 0 & skip 21 thru 24|s  "20|EIF(N36<0,N36,0)f no "|+"2a) Stocks, Bonds, and Other Securities (Include all 1099-B transactions. See instructions) " |SABS(N17) an'"21) Enter gain on line 17; if blank or a loss, enter zero| t "21|EIF(AND(N36<0,N62>0),N62,0)o "|" ?IF(A " | " ?IF(A " |?" ?IF(A " |?" ?IF(V " |? " ?IF(V  "|00 IF(J18>H18,J18-H18,0)2,0)o  " | IF(H18>J18,H18-J18,0)2,0)o " |'"22) Subtract line 21 from 20 | t "22|SIF(N36<0,V16-V17,0) "|" ?IF(N " | " ?IF(N " |?" ?IF(N "  |?" ?IF(N " | " ?IF(N  "| IF(J19>H19,J19-H19,0)  " | IF(H19>J19,H19-J19,0)  " |ABS(N19)9,H'"23) Enter the smaller of line 19 or 22 | t "23|EIF(N36<0,MAX(V11,V18),0)r 2 "|" ?IF(N " | " ?IF(N " |?" ?IF(N " |?" ?IF(N " | " ?IF(N  "| IF(J20>H20,J20-H20,0)0)r 2  " | IF(H20>J20,H20-J20,0)0)r 2 " |ABS(N20)0,H'"24) Line 22-23. This is short-term capital loss carryover| t " |L '/|L "||L " |L " |L " |L " |L  "|L IF(J21>H21,J21-H21,0)erm ca  " | IF(H21>J21,H21-J21,0)erm ca " |ABS(N21)1,H'" from 1988 to 1989 | t "24|fIF(N36<0,V18-V19,0) "| " | " | " | " |  "| IF(J22>H22,J22-H22,0)  " | IF(H22>J22,H22-J22,0)  " |ABS(N22)2,H'"25) Enter loss from ln 17; if none, enter 0 & skip to 30 | t "25|EIF(N62<0,N62,0); if "|%"2b) Total (add column (d)) 2& "b>|TSUM(H17:H22)(d))  " |  '/ " |ABS(N23)22)'"26) Enter gain shown on ln 8;if blank or a loss, enter 0 | t "26|EIF(N36>0,N36,0)n 8; "|&"2c Other Transactions: (Include Real Estate | ente '/ Ot " |tABS(N24)ons'"27) Subtract line 26 from line 25 | t "27|SV22-V23 26  "|&" Transactions from Forms 1099-S)////////////  '/ Tr " |rABS(N25)om '"28) Subtract line 23 from line 19. (Note:If you skipped | t " |S '/|S "||S" ?tract  " | " ?tract  " |?" ?tract  " |?" ?|3T.GA " |? " ?|3T.GA  "|? IF(J26>H26,J26-H26,0)19. (N  " | IF(H26>J26,H26-J26,0)19. (N " |ABS(N26)6,H'" lines 21 thru 24, enter the amt from line 19.) | t "28|lIF(N36>0,V11-V19,0) "|" ?IF(N " | " ?IF(N " |?" ?IF(N " |?" ?IF(N " | ? " ?IF(N  "| ? IF(J27>H27,J27-H27,0) amt f  " | IF(H27>J27,H27-J27,0) amt f " |ABS(N27)7,H'"29) Line 27 less 28 is long-term cap.loss c/over to 1989 | t "29|LV24-V2528 i "| " | " | " | " |  "| IF(J28>H28,J28-H28,0)m cap.  " | IF(H28>J28,H28-J28,0)m cap. " |ABS(N28)8,H '. "| '. " |ABS(N29)8,H)"PART V - COMPLETE THIS ONLY IF YOU ELECT OUT OF THE INSTALLMENT METHODs. See "|RT ("3) SHORT-T.GAIN FRM SALE/EXCH.OF MAIN HOME(Form 2119 ln 8 or 14)ETHO !"r 14) |3T.GA  "|14)  '/14)  " |4) p0|4) " |)ABS(N30)M S(" AND REPORT A NOTE OR OTHER OBLIG. AT LESS THAN FACE VALUE.)ETHO "| A("4) SHORT-TERM GAIN FROM INSTALLMENT SALES (Frm 6252, ln 22 or 30):HO !"or 30)|4TERM  "| 30  '/ 30  " |30 p0|30 " |0ABS(N31) FR '. "|("5) NET SHORT TERM GAIN OR LOSS fm PARTNERSHIPS, S CORP and FIDUC.HO !"FIDUC |5ORT  "|DUC p0DUC  " |UC p0|UC " |CABS(N32)GAI'"30) Check here if you elect out of the installment method FI" >[ ]er "| $"6) SHORT-TERM CAPITAL LOSS CARRYOVER !" |6TERM "| p0 " | '/  " |  '"31) Enter the face amount of the note or other obligation>FI "....?.....he "|..?!'"7) Add all transactions on lines 2a and 2c and lines 3 thruI !!" |ll tr ! "| ! '/ ! " | ! '/ ! " | !'"32) Enter the % of valuation of the note or other oblig. >I!"....?.....he! "|..?"#" 6 in columns (f) and (g) "!" |7olum " "( "SUM(L18:L33)d (g) " ")| "SUM(N18:N33)d (g) " " |" '.|" "||#*"8) NET SHORT-TERM GAIN OR LOSS; add col.f & g of line 7 |instruc # "8|NE #N35-L35 GAI# " |#("PART VI - RECONCILIATION OF FORMS 1099-B FOR BARTERING TRANSACTIONS # "|RT $ '-RT $ " | $)"Complete this if you rec'd any Forms 1099-B, etc., with barter income. |$ "|mpl%)"PART II- LONG-TERM CAPITAL GAINS & LOSSES - Assets held more than 1 year, or% " | % '.| % "|| &(" (Assets held more than 6 months if acquired before 1/1/88)y& " | &#"33) Form 1040, line 22ore th& "33|F&"....?.....40& "|..?' '...?' " |?'#"34) Schedule C (Form 1040)th' "34|S'"....?.....e ' "|..?(+"9a) Stocks, Bonds, and Other Securities (Include all 1099-B transactions. See instructions)( " |S(ABS(N41) an(#"35) Schedule D (Form 1040)r ( "35|S("....?.....e ( "|..?)" ?...e ) " | )" ?...e ) " |?)" ?...e ) " |?)" ?...e ) "| ? )" ?...e ) "| ? )IF(J42>H42,J42-H42,0)curiti ) " | )IF(H42>J42,H42-J42,0)curiti) " |)#"36) Schedule E (Form 1040),0) "36|S)"....?.....e ) "|..?*" ?...e * " | *" ?...e * " |?*" ?...e * " |?*" ?|5ORT * "|0? *" ?|5ORT * "|0? *IF(J43>H43,J43-H43,0)curiti * " | *IF(H43>J43,H43-J43,0)curiti* " |*ABS(N43)3,H*#"37) Schedule F (Form 1040),0* "37|S*"....?.....e * "|..?+" ?...e + " | +" ?...e + " |?+" ?...e + " |?+" ?...e + "| ? +" ?...e + "| ? +IF(J44>H44,J44-H44,0)curiti + " | +IF(H44>J44,H44-J44,0)curiti+ " |+ABS(N44)4,H+&"38) Other (identify)(if not txbl, indicate reason)l + "38|O+"....?.....id+ "|..?, " |?, " |?, " |?, "||? , "||? , " |?, " |?,ABS(N45)y)(, '., "|- " |- " |- " |- "|| - "|| - " |- " |-ABS(N46)y)(-$"39) Total (add lines 42 thru 47) ind-SUM(V39:V44)2 thru - "|.%"9b) Total (add column (d)) 9. "b>|T.SUM(H41:H46)(d)) . "| . '/ . "| . '/. " |.ABS(N47)46). '=. "|/("9c) Other Transactions (Include Real Estate |////////////////////i / '/) O / '/) O/ " |O/ABS(N48)ion/$" End of Page 2, Sch. De Real / "| 0*" Transactions from Forms 1099-S)/////////////////////////////////////////////struc 0 '/ Tr0 " |r0ABS(N49)om 0'"(the XQT program uses V49 for transf to line 13, 1040)://///0IF(V10>0,V10,V11)or0 "|1" ?IF(V1 " | 1" ?IF(V1 " |?1" ?IF(V1 " |?1" ?IF(V1 "| ? 1" ?IF(V 1 "| ? 1IF(J50>H50,J50-H50,0)ransf 1 " | 1IF(H50>J50,H50-J50,0)ransf 1 " |1ABS(N50)0,H1 "|2" ?ABS(2 " | 2" ?ABS(2 " |?2" ?ABS(2 " |?2" ?10TERM2 "|? 2" ?10TERM 2 "|? 2IF(J51>H51,J51-H51,0)ransf 2 " | 2IF(H51>J51,H51-J51,0)ransf 2 " |2ABS(N51)1,H2'"(this tax template uses V51 in Part III, line 19 above):////20IF(V1=3,-1500,-3000) Part I2 "|3 " |3 " |3 " |3 "|| 3 "|| 3IF(J52>H52,J52-H52,0)Part I 3 " | 3IF(H52>J52,H52-J52,0)Part I3 " |3ABS(N52)2,H3 "|4 '-4 " |4 "||5("10) LONG-TERM GAIN - SALE/EXCH MAIN HOME (F2119, Ln 8,10,or 14)///// 5!" 14) |10TERM 5 "|4) 5 '/4) 5 " | 5" ?10TERM5 " |?5 "||?6("11) LONG-TERM GAIN FRM INSTLMNT SALES (FORM 6252, ln 22 or 30):///// 6!"30) |11TERM 6 "|) 6 '/) 6 " | 6" ?11TERM6 " |?6 "||?7'"12) NET LONG-TERM GAIN OR LOSS FRM PARTNERS, S CORPS, FIDUC: 7!"IARY |12ONG- 7 "|RY 7" ?12ONG- 7 " |? 7" ?12ONG-7 " |?7ABS(N56)GAI7 "|8$"13) CAPITAL GAIN DISTRIBUTIONSFRM PA8" |C 8!" |13AL G 8 "| 8 '/ 8 " | 8" ?16ll l8 " | 8ABS(N57)IST8 "|9%"14) ENTER GAIN FROM FORM 4797, LINES 7 OR 9 9!" |14 GAI 9 "| 9 '/ 9 " | 9" ?14 GAI9 " |?9 "||?:$"15) LONG-TERM CAPITAL LOSS CARRYOVER :!" |15TERM : "| :" ?15TERM : " |? : '/|?: " |?: "=|?;("16) Add all lines 9a + 9c + lines 10 thru 15 in cols (f) and (g)//// ;!"d (g)|16ll l ; "((g) ;SUM(L42:L59) 9c + l ; " )| ;SUM(N42:N58) 9c + l; " |< '.| < "..| < '.|< " |=*"17) Net long-term gain or loss; combine columns (f) & (g) of line 16 |17|uc =N60-L60 gai= " |> '=|> "===@"End of Schedule D, page 1losA"Page 2 is to the right of page 1 above.columA"Go to S1.to SuperCalc ver. 1.12 1988 IRS SCH E-Pg.1 by Ed Smith, Canoga Park, CA (print: A3:K60)L            P7 )" 1988 IRS SCH E-Pg.1 by Ed Smith, Canoga Park, CA (print: A3:K60)ed) "12/9/88S SCH "|/9/ *"NOTE: ENTER ALL LOSSES and DEDUCTS AS NEG. #'s (use a minus sign before no.).1!/euc" 12/9/88A '= 1  "= 1  '- 1 "-  1)"SCHEDULE E 1988no.). )"SCHEDULE E 1988.).)"SUPPLEMENTAL INCOME SCHEDULE PAGE 18.). )"SUPPLEMENTAL INCOME SCHEDULE PAGE 2.).*"-------------------------------------------------------------------------------/euc '----  "----  '=--- "=---!"NAME(S):----" ?----!"SOC SEC NO.: " ? NO.:  "| !"NAME(S):O.:" ?.:""SOC SEC NO ---------J6 "| '-  "|  '- "|*"PART I - RENTAL & ROYALTY INCOME OR LOSS - Caution: a rental loss may be limitedeuc  "|RT ("PART II - INCOME OR LOSS FROM PARTNERSHIPS and S CORPORATIONSoss may "|RT  "|RT +"If you report a loss from an at-risk activity, you MUST check either col.(e) or (f) toons) "| yo *"1) In space below | 2) Did you or family use  | 3) Did you actively participate(f) t "| In )"descr. your invest.in the activity. If Col. (f) checked, Form 6198 is reqd.a "|scr *"show kind and | prop. over 14 days or 10% | in operation of this activitye(f) t "|ow '.ow  "|ow ("location of prop. | of days rented? |Yes| No | during the tax year? " |t !" Yes | Nof p "|es  "|es  !"b)CODENof p "|COD !"c) IFNof p "| IF !"d) EMPLOYERp "| EM !" e) ALLRp "|e)  !"F) SOME NOTp "| SO !" PROP ANOTp " ?Tp " | ? | ?p " ||  " | " ? | ??p "|?  "" a) NAMErop. | o "|  !"P or S NAME "|or  !"FORGN? NAME "|RGN !" ID NUMBER "|ID  !" AT RISKER "|T R !" AT RISK "| AT !" PROP BSK " ? " | ? | ? " ||  " | " ? | ?? "|? '.?  "|?  '.?  "|?  '.?  "|..  '..  "|..  '..  "|..  '..  "|. !" PROP C?" ?" | ? | ? " ||  " | " ? | ??  "|?  "A |!" ?? "|  " ?  "|?  " ?  "|? !" ?? "| !" ?? "| !" ?? "|  '.  "|  "B |!" ?? "|  " ?  "|?  " ?  "|? !" ?? "| !" ?? "| !" ?? "| #"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 " |" ?NTS REC "| ?" ?NTS REC "| ?" ?NTS REC""| 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 '/NTA '/NTA '//TA '/TA  '/TA  "|TA $" from Form 8582| from Sched K-1 |om"" loss from K-1 |from$" deduction | from Sched K-1om "| de"" 6) ADVERTISING f "| 6|" ?VERTISI "| ?" ?VERTISI "| ?" ?VERTISI "| |  " /|  "||  "A| "|| " ? "| ?!" ?ISI "| !" ? ?ISI " | !" ?ISI "| !" ?ISI "| "" 7) AUTO & TRAVEL f "| 7|" ?TO & TR "| ?" ?TO & TR "| ?" ?TO & TR "| |  " /  "|/  "B/ "|/ " ? "| ?!" ? TR "| !" ? ? TR " | !" ? TR "| !" ? TR "| #" 8) CLEANING and MAINTENANCE "| 8|" ?EANING  "| ?" ?EANING  "| ?" ?EANING  "| |  " /  "| /  "C / "| / " ? "| ?!" ?NG  "| !" ? ?NG  " | !" ?NG  "| !" ?NG  "| "" 9) COMMISSIONS MAIN "| 9|" ?MMISSIO "| ?" ?MMISSIO "| ?" ?MMISSIO "| | !" /MMISSIO  "| /  "D / "| / " ? "| ?!" ?SIO "| !" ? ?SIO " | !" ?SIO "| !" ?SIO "| ""10) INSURANCES MAIN "|10|" ?SURANCE "| ?" ?SURANCE "| ?" ?SURANCE "| | !" /URANCE  "|  "E  "|  " ? "| ?!" ?NCE "| !" ? ?NCE " | !" ?NCE "| !" ?NCE "| $"11) LEGAL & OTHER PROFES.FEES K-1om "|11|" ?GAL & O "| ?" ?GAL & O "| ?" ?GAL & O "| |  '/ |  "| | !"30a TotL & O '\a T "|a TSUM(R24:R28)ES.FEES "| '\ "\\| '\| "||SUM(AA24:AA28).FEES "|$"12) MORTG.INT.PD.TO FINAN.INSTK-1om "|12|" ?RTG.INT "| ?" ?RTG.INT "| ?" ?RTG.INT "|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. h) and k),line 30a. Enter total here> year?!" |31unt "| R29+AA29col "|!"14) REPAIRS+ "|14|" ?PAIRS+ "| ?" ?PAIRS+ "| ?" ?PAIRS+ "| |  " /|  "|| ("32 Add amts. in cols. g), i), & j), ln 30b. Enter total here> year?!" |32s.  "( P30+T30+X30 g), i),!") 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|!" ?XES (no! "| ?!" ?XES (no! "| ?!" ?XES (no! "| | ! " / ! "| / ! '- /! "| /"""17) UTILITIES Windfa" "|17|"" ?ILITIES" "| ?"" ?ILITIES" "| ?"" ?ILITIES" "| | "!" /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*$"20) Total Expenses other than (K-1)* "| |* '/ |* "| |* '/ |* "| |* '/ |* "| | * '/ | * "| | * "A |* "| |*!" ? Exp* "| * "? * " | *!" ? Exp* "| *!" ?Exp* "| +$"deprec.or deplet;Ln.6 thru 19 (K-1)+ "|20|+SUM(D24:D37)thru 19+ "|+SUM(F24:F37)thru 19+ "|+SUM(H24:H37)thru 19+ "|20| +D44+F44+H44thru 19 + "| + "B+ "|+!" ?D44++ "| + "? + " | +!" ?D44++ "| +!" ?44++ "| ,$"21) Deprec.or Deplet. Expense (K-1), "|21|," ?......., "|0," ?......., "|0," ?......., "|21| ,D45+F45+H45 Expense , "| , , "C, "|,!" ?D45+, "| , "? , " | ,!" ?D45+, "| ,!" ?45+, "| -#"22) total. Add lines 20 & 21- "|22|-D44+D45nes - "|-F44+F45nes - "|-H44+H45nes - "| | - '/ | - "| | - "34a-!"TotalsH44+- '\tal- "|tal-V43+V44+V4520 & 21- " |- '\|- "||-AA43+AA44+AA45& 21- "|.$"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 i0 "( 0R47+X47ls c0!") negative7+1 '-neg 1 "|neg 1'"37 Total estate & trust inc or loss. Combine lines 35+36 >21!" |37sta1 "| 1AC48+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)-Residual Holder) t3 "|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!" ?rom 5 "| 5!" ?rom 5 "| 6&"28) NET FARM RENTAL PROFIT OR LOSS from FORM 4835.du6 "|28| 6p028| 6 "|8| 6)"38 Combine cols d) & e) only. Enter total here > > > > > > > > > >o6!" > |38 co6 "|> 6X54+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$"PART V - WINDFALL PROFIT TAX SUMMARY8 "|RT 9(" If page 2 does not apply to you, enter amt from line 29 onto> > 9 "| I 9("39) WINDFALL PROFIT TAX CREDIT OR REFUND REC'D IN 1988 (see instr) >9!" |39LL 9 "| 9!" ?9LL 9 "| :*" Form 1040, line 18. Otherwise incl ln 29 amt into ln 42 of Page 2,Sch E.der) t : "| F :'"40) WINDFALL PROFIT TAX WITHHELD IN 1988 (see instructions) :!" |40LL : "( :!"  ?0LL :!") negativeL ; '=neg ; "=neg ;%"41) combine amounts on lines 39 and 408 (see;!" |41e a; "| ;AC58-AC59 o; "|<#" (END OF SCH. E, p.1)es < '- (< "| (= "Remember that line 26 is a loss. Show it as a minus or in parentheses.Sch E. =""PART VI - SUMMARY 26= "|RT >("42) TOT INC or LOSS; lines 29,33,37,38 +41. Write on Fm 1040,ln 18es>!" |42C o> "| >J57+AC33+AC50+AC55+AC6037,3> "|?"Go to N1 for page 2, Sch. E. ? '. to? "| to? '. to? "| to @&"43)SHARE OF FISH/FARM INC.APPLIC.TO PTS.I,II & III. @"" |43|SH/FARM@!" ? |43|@ "| ?@ '/ ?@ "| ? A '= ?A "= ?SuperCalc ver. 1.12 1040 SCHED R for 1988 by Ed Smith, Canoga Park, CA P7 '"1040 SCHED R for 1988 by Ed Smith, Canoga Park, CA"12/9/88ED R '"(to print P.1, use: A5:K46). Page 2 is below at A47. "(Note: It is impractical to do page 1 on your cmptr; just fill in original P.1!/e '=ote  "=ote)"SCHED R - 1040 CREDIT for ELDERLY or P & T DISABLED 1988nal P  "|HED '-HED  "|HED!"Name(s)- 104"....?.....04!" Soc Se04 "c #. "..?.........  "|c S '.c S  "|c S$"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 1988Pox 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 1988 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 1988. 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 1988 - P.2 by Ed Smith, Canoga Park, CAen / "|40 0$"(to print P.2, use: A52:K87) 0 "|o p1"Please enter the # of box checked on P.1 --->--->an1"....?....83* 1 "|eas 2 "|eas3%"PART III - Figure the Amount of Your Credit- 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(" $7500 if you chkd box on line 3, 5, or 6 in Part 1, OR en6 "|10| 6DuIF(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 13750,7 "|\\| 7 "|\|8)"Caution: If you chkd box 2,4,5,6, or 9, you must complete line 11 below.d)8 "|\\| 8 "|\|9)" Otherwise skip line 11 and enter amt from line 10 on line 12..d)9 "|\\| 9 "|\|: "|\\| : "|\|;)"11 Enter on this line your taxable disab. inc (and also your spouse's.d); "|\\| ; "|\|<(" if you chkd box 5). If you chkd box 6, enter the txbl disab. inc.< "|\\| < "|\|=%" of spouse who was under 65, plus $5000>.t= "|11| =".....?....e = "|...>("12 If you completed line 11, enter smaller of lines 10 or 11.. inc.> "| | > "| |?$" Otherwise, enter line 10 amt.r sm? "|12| ?DuIF(J62>0,MIN(J55,J62),J55)m ? "|@&"13 Enter FOLLOWING pensions, annuities, or dis. inc.@$" --------------------------------. @ "| --A&" that you (or both if joint return) rec'd in 1988.A!" | |ou (A "|\\| A "|\|B$" a Non-txbl part of Soc Sect.) recB!" |13a|txblB"....?....83*B "|\\| B "|\|C(" b Non-txbl part of RR retirement; & | | inc.C "|\\| C "|\|D(" Non-txbl vet's pensions; & | | inc.D "|\\| D "|\|E(" Any other pension, annuity, or disab. benefit that | |inc.E "|\\| E "|\|F(" is excluded from income under any prov. of law. |13b| inc.F"....?....cl.F "|\\| F "|\|G(" | | inc.G "|\\| G "|\|H(" c Add lines 13a & 13b. If blank, enter zero. |13c| inc.HDW(IF(H67+H71>0,H67+H71,0)nk, H "|\\| H "|\|I!" |///|IF(HI "|\\| I "|\|J%"14 Enter amt from 1040,line 32 |14|J"....?....83*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%" $5000 if 8 or 9 chkd |15|MEIF(OR(G50=1,G50=2),7500,IF(G50>7,5000,10000)) |13cM!" |///|IF(OM "|\\| M "|\|N%"16 Subtract ln 15 from 14 but | |N!" |///|ct lN "|\\| N "|\|O%" enter zero if 15 is greater |16|OD5IF(F78>F75,0,F75-F78) O!" |///|IF(FO "|\\| O "|\|P("17 Divide line 16 by 2 |17 | inc.PDPF80/216 by P "|\\| P "|\|Q#"18 Add lines 13c & 17. Q "|18| QDtxH73+H81& 17 Q "|R%"19 Line 12 less 18. If zero or less, STOP! R "|19| RB"IF(J64-J82<=0,NA,J64-J82), R "|S&"20 "Percentage you use to figure credit = 15% S "|20| S!" x .15ntag S "| x T)"21 Multiply amt on 19 by 15%. Enter amt on 1040 line 41 unless you filed)T "| | T "| |U%" Schedule C, D, E, or F (Form 1040). on 10U "|21| UA3J83*.15 E, U "|V '= V "=W" (end of P.2, Sched R, 1040)0)SuperCalc ver. 1.12 FORM 2106 - 1040 for 1988 by Ed Smith, Canoga Park, CA P7 '"FORM 2106 - 1040 for 1988 by Ed Smith, Canoga Park, CA CA" 12/9/88 - 1 " |/9"Note: Do PART II on Pg.2 (below) FIRST., Can$". (to print Page 1, use: A4:K48)IRS  " |to '=to  " |to)"FORM 2106 EMPLOYEE BUSINESS EXPENSE 1988 |>  " |M  " |M !"Name:106  "ame:!"Soc Sec No. #" Occupation for Expenses:Y  " |Oc" ?on" ? ?on" ? ?on  " |  '-  " | $"PART 1 - Employee Business ExpensesN  " |T '-T " |T #"STEP 1 Enter Your Expenses !"| Column Ae !"| Column Be " |Co !"| Other than !"| Meals and " |Me ""|Meals/Entertainment ""|Entertainmntinment " |te '.te " |te%" 1 Vehicle expense from Pt.II, line 15 or 22 "| 1|" ?cle ex""|\\|\\\\\\\\\ense fr  " ||\%" 2 Parking, tolls, local transportationr 22 "| 2|" ?ing, t""|\\|\\\\\\\\\lls, lo  " ||\%" 3 Travel expense while away from homer 22 "| 3|" ?el exp""|\\|\\\\\\\\\nse whi  " ||\%" 4 Business expenses not incl in 1 thru 322 "| 4|" ?ness e""|\\|\\\\\\\\\penses  " ||\$" 5 Meals & entertainment (see instr) "| 5| '\5| "|\\| " ?s & en  " | %" 6 add lines 1 thru 5 and enter here > 322 "| 6|SUM(H15:H18)and ent "|\\| J19  " |,"Note: If you weren't reimbur for any exp.in Step 1, skip 7 thru 13 and enter amt from 6 on 14.  ".|e: '-e:  " |e:'"STEP 2 Figure Any Excess Reimbursements to Report in Income"TEP  " |P  '.P  " |P (" 7 Reimb. for exp in Step 1 that your employer did not report to3 an "| | '\ | "|\\|  '\\|  " ||$" you on Form W-2 or Form 1099:your "| 7|" ?on For "|\\| " ?on For  " | (" 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  " |(" 9 add ln.8 of both columns and enter. Also add to line 7, 1040..n" ALSO ADD TO LINE 7, 1040. a '/ ad "| 9| H28+J28both  " | "NOTE: IF YOU HAVEnt '-  " | "AN ENTRY FOR LINE 9,&"STEP 3 Figure Fully Deductible Reimbursed Expenses  " |P "THE EXEQUTE PROGRAM WILL A4: '.P  " |P "NOT TRANSFER THE AMT. TO 1040, LINE 7.H76,IF &"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 " | "DO IT YOURSELF MANUALLY!1040!'"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 $ " |%("13 Add line 12 of both columns. Enter here & on line 23, 1040.1040.% '/ Ad% "|13| %H37+J37 bot % " |& '- & " |')"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 ) " |*'" Note: if both cols of line 14 are zero, stop here. 0. on* "| |* '/ |* "| | * " ||+ "| |+ '/ |+ "| | + " ||,$"15 Enter 20% of line 14, Col. B are , "|15|, '/5|, "|15| ,J42*.2line , " |-$"16 Subtract line 15 from line 14.re - "|16|-H42-H4515 f- "| | -J42-J4515 f - " |.*"17 Add amts on line 16, both cols, and enter here; also on line 24, Sch.A > > > from. "|17| .H46+J46ne 1 . " |/ '= / " =0%" (end of 2106, page 1 --- page 2 below)er 0 " |1 " (In order for this cmptr program to compute properly, please followh.A > >1 " |2 " these instructions. If you own Veh 1 below, place a 1 in G53 below;.A > >2 " |3&" if you own Veh 2 below, place a 2 in G53; ifplace 3 " |4&" you own both, place a 3 in G53; otherwise a 4.ace 4" --->--->--->place4"->--->--->--4" ?--4 " |5$"( to print page 2, use: A57:I101 )h5 " |6 '- |6 '- |6 "----8 "FORM 2106 - (1988) PAGE 2.A > >9 '-RM 9 "--M :)"PART II - Vehicle Expenses (Use actual expenses or standard mileage rate)> >: " |T ; '-T ; " |T <#"Section A - General Infos (U$" 1 Enter date veh placed in servicea>!" | 1|ate>"??/??/??ate> "|/??>"??/??/??ate> " |???%" 2 Total mileage veh used during 1988?expens?!" | 2|ile?" ?2|ile? "| ?" ?2|ile? " | ?@'" 3 Miles incl on line 2 that veh was used for businessdard m@!"iness| 3|ncl@" ?3|ncl@ "| @" ?3|ncl@ " | ?A%" 4 Percent of business use (line 3/line 2)orA!" | 4| ofAERRORF65/F64inesA "|RROAERRORH65/H64inesA " |ROB&" 5 Average daily round trip commuting distanceusinesB!" | 5| daB" ?5| daB "| B" ?5| daB " | C%" 6 Miles incl on line 2 used for commutingncC!" | 6|nclC" ?6|nclC "| C" ?6|nclC " | D&" 7 Other personal mileage --- line 2-sum of (6+3)nesD!" | 7|ersDF64-F65-F68D "|DH64-H65-H68eage ---D " |E'" 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.=e)> >KN/AIF(G53=1,MIN(F65,15000),IF(G53=2,MIN(H65,15000),IF(G53=3,MIN((F65+H65),15000),NA)))K " |AL)"12 Subtract line 11 from Part II, line 3 |12| mi.=F65+H6LN/AIF(G53=1,F65-H76,IF(G53=2,H65-H76,IF(G53=3,(F65+H65)-H76,NA)))65+H6L " |AM)"13 Multiply line 11 by 24 cents |13| $ =65+H6MN/AH76*.2111 bM " |AN)"14 Multiply line 12 by 11 cents |14| $ =65+H6NN/AH77*.1112 bN " |AO)"15 Add lines 13 & 14. Enter here and on Part I, line 1. |15| $ =65+H6ON/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| S" ?oline, S "| ?S" ?oline, S " | ?T'"17 Vehicle rentals |17| T" ?icle reT "| ?T" ?icle reT " | ?U'"18 Value of empl-prov. veh. (if incl on W-2 at 100%) |18| U" ?ue of eU "| ?U" ?ue of eU " | ?V'"19 Add lines 16 thru 18. |19| VF84+F85+F8618. V "|VH84+H85+H8618. V " |W'"20 Multiply line 19 by the percent on Part II, line 4.|20| WERRORF66*F8719 bW "|RROWERRORH66*H8719 bW " |ROX'"21 Depreciation from Section D, Col. F. |21| XH98on from X "|XH100n from X " |Y'"22 Add lines 20 & 21. Enter here & on Part I, line 1. |22| YERRORF88+F89 21.Y "|RROYERRORH88+H89 21.Y " |ROZ '-ROZ " |RO[("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" ?E98+c" ?E98+c " | ?cE100+F100..c " |d '=d "==e"(end of 2106, page 2).... VSuperCalc ver. 1.12 CALIF-CA.CAL = 1988 CALIF Sch. CA (California Adjustments) (@P7 '"CALIF-CA.CAL = 1988 CALIF Sch. CA (California Adjustments) "12/9/88.CAL '"CALIFORNIA SCH. D 1987 by Ed Smith, Canoga Park, CA |"(use k4:t36 to print)1987 #"(to print, use A4:I44)987 #"by Ed Smith, Canoga Park, CA "Please enter a 3 here if you are married filing separately>> |///" ? enter  ". ? '- ?"- ? '. ?"..........r ("SCHEDULE CA CALIFORNIA ADJUSTMENTS 1987|///!" 1988E CA )"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 10 | 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.20 or 1040A, ln.10 | 2| 1 "....?....y.  " |.? '-.? "|.? (" 3 Soc. Sec. benefits from 1040, line 21b | 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 "|0  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 Pensions and annuities. See instr. | 8| 1"....?....s a " |.? ("3 1987 capital loss. Add col d) 3 ( 8| 1SUM(Q11:Q13)dd col  ")| '/ "|(" 9 Passive activity loss. See instr. | 9| 1"....?.... ac("10 Deprec. & amortization from FTB 3885A, lines 6a & 9a | 10|/ir"....?.... &  " |.? ("4 Calif capital loss carryover from prior yrs 4 (10|/ir" ?f capit ")| ? '/ ? "| ?("11 Cap. gains or (losses) from Calif. Sch. D, line 10a | 11|ir"....?....ins " |.? ("5 Total 1987 capital loss. Add line 3 & 4. 5 (11|irQ16+Q18tal  ")| '/ "|("12 Other gains or (losses) from Calif. Sch. D1, line 21a | 12|ir"....?....ain " |.? )"6 Net capital gain or loss: combine lines 2 & 5. 6 |////DS15+Q19n or "|("13 Other subtractions: a. Calif.net oper.loss. See instr. |13a| "....?....ubt " |.? )"7 If ln 6 is a loss, smaller of amt on ln 6 or |//// '/If  "|If " * $" b. Other. See instr. Specify:"....?.............e !" |13b|.."....?...... " |.?("14 Total subtracts. Add lns 1 thru 13b. Enter on 540,ln 13 | 14|/irSUM(H9:H22)dd lns 1 " | )" $3000 ($1500 if married filing separately) 7 (////IF(AND(Q2=3,S20<1),MAX(S20,-1500),IF(S20<1,MAX(S20,-3000),0))(//// ") '- " | )"8 Enter amt from Fed Form 1040, line 14 8 |////P1100t "|0t""STEP 2 - ADDITIONSd  " |P )"9 Enter Calif gain from line 6 or loss from line 7 9 |////DIF(S20>0,S20,S23)e  "|""These calcs used,S20("15 Interest on state & muni. bonds from other than CA | 15| "....?....t o " |.? )"10 Cap. gain or loss adjustment: compare lines 8 & 9 |//// '/ Ca "| Ca""only by cmptr. loss ("16 Passivity activity loss. See instr. | 16| "....?....ty  " |.?("17 Deprec. & amortization from FTB 3885A, lines 6b & 9b. | 17|/ir"....?.... &  " |.? )" a Adjustment decrease. Also enter on Sch CA,ln 10 10a|////IF(S20<0,-V28,V28)s "|IF(ABS(S24)>(ABS(S25)),ABS(S24)-ABS(S25),0) ("18 Cap. gains or (losses) from Calif. Sch. D, line 10b | 18| 1"....?....ins " |.? )" b Adjustment increase. Also enter on Sch CA,ln 15 10b|////C IF(S20<0,-V29,V29)s "|C IF(ABS(S25)>(ABS(S24)),ABS(S25)-ABS(S24),0) ("19 Other gains or (losses) from Calif. Sch. D1, line 21b | 19| 1"....?....ain " |.?  '-.? "|.?("20 Other additions: a. Fed. net oper. loss. See instr. |20a|| 1!" |20a|di"....?....di " |.? %"B. Adjusting Calif Ordinary Gain or Lossss.  "| Ad$" b. Other. See instr. Specify:"....?.............e !" |20b|.."....?...... " |.? ("21 Total additions. Add lns 15 thru 20b. Enter on 540,ln 15 | 21| 1 SUM(H26:H32)d lns 1 " | " (complete this only if you were req to file Fed Form 4797) "|(co! '-(co! " |co ! '.co! "|co"&"PART II - ADJUSTMENTS TO FED. ITEMIZED DEDUCTIONSFor" " |T ")"11 Enter ordin.Fed gains & losses from Form 1040,ln 15 11 |////"" ?er ordi" "| ?# '- ?$("22 Fed. itemized deducts from Fed Sch. A, line 26 |22| 11$"....?....emi$ " |.? $)"12 Enter ordin.CA gains & losses from CA form D-1 (540) 12 |////$" ?er ordi$ "| ?%("23 St,local & frgn inc.taxes frm Fed.Sch.A,ln 5 & 1040,ln 43 |23| 12%"....?....l &% " |.? %)"13 Ordinary gain or loss adjustment |////% "| Or&("24 Subtract line 23 from line 22 |24| &H37-H3823 f& " | &)" a Adjustment decrease. Also enter on Sch CA, ln 10 13a |////&IF(S37S35,S37-S35,0)enter ' "|(("26 Calif. itemized deductions. Combine lines 24 & 25 |26|13b(H39+H40d de( " | ( '=( "=))" If your CA itemiz. deducts on line 26 are greater than your standard////) " |If*(" deduction, enter your CA itemized deducts on Form 540, ln 17.anda* " |de+(" Otherwise, enter your standard deduction on Form 540, ln 17.anda+ " |Ot, " |Ot- "TO THE USER: I DO NOT HAVE A COPY OF THE 1988 CALIFORNIA TAX BOOKLET AT THIS0))+100- " |TH. "TIME, SO THE STANDARD DEDUCTION FOR CA IN WORKSHEET BELOW ($1880 OR 3760) MAY0))+100. " |E,/ "HAVE BEEN RAISED FOR INFLATION. REMAINDER OF WORKSHEET SHOULD BE OK.60) MAY/ " |E 0 '-E 0 "--E 1"(end of Schedule CA)2)"The following worksheet may assist you in deciding whether to take the0) MAY3'"Standard Calif. Deduction or your itemized CA deductions. to4'"Please enter your filing status number --->--->--->--->. to4" [ ? ]nter 5!" 1 = Single 6#" 2 = Married filing jointlyt7$" 3 = Married filing separate returns8#" 4 = Head of householdarate :("Enter amt. of itemized deducts from line 26 of Fed Sch. A ..>ake th:H41 itemize;'"Enter amt. of deducts for state, local or foreign income ..<(" taxes from lines 5 & 7 of Fed Sch. A, being sure to includeake th=(" any amt.deducted for State Disability Ins (SDI) .........>ake th=H42ducted f>("Subtract line 2 from line 1. This is your CA Itemized Deduct.>ake th>H59-H62rom ?("The Standard Deduct for your filing status is: .............>ake th?D7`IF(OR(H53=1,H53=3),1880,3760)tus is@("Based on info you furnished above, you should enter an amt. of:ke th@IF(H63>H64,H63,0) aA%"on line 17a of the CALIF540. template, anddB(" you should enter an amount of:ke thBD7`IF(H64>H63,H64,0) C("on line 17b of the same template. Then the program will placehethD$"the correct amount on line 17.e. TE""(end of assistance)nSuperCalc ver. 1.12 CALIF540.CAL P7 "" CALIF540.CAL4>H63,H#"by Ed Smith, Canoga Park, CA"12/9/88ith,  " |/("CALIF 1988 TAX TABLES ARE ON THIS FORM. (To print page 1 use A4:I59) " |F '=|F "===F)"FORM 540 CALIFORNIA LONG TAX FORM  19880/1 '-RM  "--- !"NAME(S): " ? (USE MAILING LABELNG !"SOC SEC #E M"?..-..-....M " |." ? IF AVAILABLE)BELNG !"SPOUSE #F AV"?..-..-....V " |.!"ADDRESS:..V" ?:..V " | !"CITY, ST ZIP" ?T ZIP " | '-|  "--| '"ENTER FILING STATUS NUMBER CHECKED BELOW: (1,2,3,4, or 5)  ".....?.LING  " |. '.|. " |. !" 1.LING  " [ ] !" SINGLEING  " |N !" 2LEING  " [ ] #" MARRIED FILING JOINTBER CH " |R!" 3IED FIL" [ ]%" MARRIED FILING SEPARATE. Enter spouse's(1, " |R " |R#" SS# above and name here:En".............?...................pou " |.!" 4......." [ ]$" HEAD OF HOUSEHOLD. Enter name andu " |A$" relationship of qual. person:andu".............?...................du " |.!" 5......." [ ]&" QUALIF WIDOW(ER) w/ DEP.CHILD. Year spouse died?o".....?............w/ " |. '-|. " |.""STEP 3 - EXEMPTIONS/ " | '" 6 If someone can claim you as a depdt, check here and skip  " |f(" lines 7 thru 10 and enter -0- on line 11 . . . . . . . . .| 6| " [ ] 7 th " |[(" 7 Personal:If you are status 1 or 3,enter $52; others $104 | 7| C@IF(OR(H11=1,H11=3),52,104), " |(" 8 Blind: If you or spouse is visually impaired, enter $52, | |  " |l(" if both are impaired, enter $104 | 8| " ....?. if  " |.(" 9 Elderly: If you or spouse is 65 or older, enter $52; | |  " |l(" if both are 65 or older, enter $104. | 9| " ....?. i " |.("10 Dependents: Enter name & relationship (see form) | |  '/ De " |e" ..............?.................?.................... !" | |.!" //| |. " |/".................?.................?................!" | |. '/  " | $" Number of dependents..?." ...?.....N#"times $52 |10|dependeE32*52 |10| " | ("11 Tot.exempt.credits. Add ln 7--10. Also enter on line 19. |11|  C@H24+H26+H28+H32d ln " |! '-|! " |"#"STEP 4 - TAXABLE INCOMEd ln" " | #&"12a Wages incl in Fed. AGI from line 7 of Form 1040,# " |W$&" line 7 of 1040A, or line 1 of 1040EZ . . . > 12a$" ...?.....f$ " |.%("12b Federal adjusted gross income from ln 31 of Form 1040 or| |/ir% '/b F% " |F&(" line 13 of Form 1040A, or line 3 of your Form 1040EZ |12b|ir&" ....?.... o& " |.'("13 Calif.adjust.- subtraction. Enter amt frm Sch. CA,ln 14 |13 |ir'" ....?....dj' " |.(("14 Subtract line 13 frm 12b. If minus, enter in brackets |14 |ir(H39-H40 13 ( " |)"NOTE:IF A MINUS ENTRY APPEARS IN LN 14, YOU MUST ADD Tts |)"HE | ^ |N) '/ ) " | * "BRACKETS WHEN YOU TRANSFER THIS DATA TO OFFICIAL CALIF FORM.| |////////////0))+100* '/ACK* " |K+("15 Calif.adjust.- additions. Enter amt frm Sch. CA,ln 21 |15 |///+" ....?....dj+ " |.,("16 Calif.adj.gross inc. Add ln 14+15. If <19850, see instr.|16 |///,H41+H44ss i, " |-!" | |u- '/ - " | .("17 Enter the) Your standard deduction, OR | |///.".....?....te.!" (17a)| |e. '/ . " | /%" larger of) itemiz. deducts frm Sch. CAn /".....?....he/!" (17b)| |r/MAX(F47,F48)miz. de/ " | 0(" | |///0 '/0 " |1("18 TAXABLE INCOME. Line 16 less line 17. |18 |///1H45-H48. 1 " |2 '-|2 " |3$"19 ENTER TAX (taken from ?)ess lin3!"1=TAX TABLE 3" [ ]3!" |19 | 3IF(OR(C54=2,C54=3),NA,LOOKUP(H11,K64:K68)) 3 " |4"(Enter 1 or 2 or 3 here forN4!"2=SCHED G-124" [ ]4 " |5"method used >or 3 he5P1etho5!"3=FTB 3800 >5" [ ]5 " |6%"20 EXEMPTION CREDITS. From ln 11 above |20|46C@H33CREDITS.6 " |7%"21 CREDIT FOR CHILD/DEP EXP. |21|47".....?....OR7 " |.8%"22 CREDIT FOR MILITARY INCOME |22|48".....?....OR8 " |.9("23 TOTAL CREDITS. Add lines 20 thru 22 > |23 |///9C@SUM(F55:F57) lines 9 " |:("24a Subtract ln 23 from 19. If less than 0, enter zero. |24a|///:IF(H52-H58>0,H52-H58,0)ss t: " | :""1988 Tax Table-H58>0; '=88 ; "=== ;""Income round off for<"(end of page 1) for <IF((H50-100*(INT(H50/100)))<=50,(100*INT(H50/100))+00,(100*INT(H50/100))+100) %" (use A58:I115 for printing page 2)50,(100 >$"------------ ------- ---------)? '----? "---- ?!"Status 1:-- ?SUM(E141:E147) --- ?!" SingleSUM(@%"PAGE 2 of California Tax Form 540 for 198800 @!"Status 2:Cal @SUM(E156:E162) Form @!" Married (j)A '-arrA "---r A!"Status 3:j) ASUM(E141:E147) Form A!" Married (s)B#"STEP 6 - SPECIAL CREDITSFormB " | B!"Status 4:PEC BSUM(E171:E177)Form B"" Head of Household17C("24b Amount from line 24a on front side |24b|0*ICH59om line C " | C!"Status 5:59 CSUM(E156:E162) on f C!" Widow(er)M(D""25 Enter credit nameD".......?........................ sidD " |.E!" Code #....E"...?.......E!"Amount: |25|E" ....?....E " |.F""26 Enter credit nameF".......?........................ sidF " |.G!" Code #....G"...?.......G!"Amount: |26|G" ....?....G " |.H%"27 Over 2 credits, amt frm Sch SC,ln 30 |27|H" ....?....eH " |.I%"28 Limited inc. credit |28|I" ....?....nI " |.J("29 Total credits. Add lines 25 thru 28 |29|0*IJSUM(F70:F74)lines 2J " |K("30 Subtract line 29 from 24b; if less than zero, enter zero |30|0*IKIF(H68-H75>0,H68-H75,0)lessK " |L '-|L "--|M""STEP 7 - OTHER TAXESM " | N("31 ALTERNATIVE MINIMUM TAX. ATTACH SCH. P. (540) |31|0*IN" ....?.....N " |.O("32 Tax on an IRA or qual.ret. plan. Attach form FTB 3805P) |32|0*IO" ....?.....O " |.P("33 Total tax. Add lines 30 thru 32. |33|0*IPSUM(H76:H80) AddP " |Q '-|Q "--|R""STEP 8 - PAYMENTS80)R " | S'"34 CA INC TAX WITHHELD. Enter total frm '88 W-2s |34| SP1035AS " |AT'"35 1988 CALIF EST TAX & AMT APPLIED FRM '87 RETURN| | T!"///////////FT " |/U'" (include amt pd. with ext. req. (Form FTB 3502)|35| U" ...?.... aU " |.V'"36 RENTER'S CREDIT (from Sched H, line 9) |36| V" ...?.... CV " |.W'"37 EXCESS CA SDI TAX WITHHELD. See instr. |37| W" ...?....A W " |.X("38 TOTAL PAYMENTS. Add lines 34 thru 37. |38|0*IXD5SUM(G84:G88)Add linX " |Y '-|Y "--|Z$"STEP 9 - OVERPAID TAX OR TAX DUE4 thZ " | [+"39 OVERPAID TAX. If ln 38 is larger than 33, line 38 less 33 |39| |39|[D5IF(H89>H81,H89-H81,0)rger t[ " |\("40 Amt of line 39 to apply to 1989 estimated tax |40| \" ....?.....\ " |.]("41 Amt of overpaid tax avail.this yr. (Line 39 less 40) |41| ]D5IF(H92>H93,H92-H93,0)is yr.] " |^("42 TAX DUE. If line 33 is larger than ln 38, ln 33 less 38. |42| ^IF(H81>H89,H81-H89,0)r than^ " |_ '-|_ "--|`("STEP 10 - VOLUNTARY CONTRIBUTIONS. You may contribute $1 or more to:` " | a("43 Alzheimer's Disease |43|o:a" ....?.....a "  |.b("44 Calif Fund for Senior Citizens |44|o:b" ....?.....b " |.c("45 Rare Species |45|o:c" ....?.....c " |.d("46 Prev. Child Abuse |46|o:d" ....?.....d " |.e("47 US Olympic Comm. |47|o:e" ....?.....e " |.f("48 Vietnam Vets Memorial |48|o:f" ....?.....f " |.g$"49 CA Election 49 Your Party g"...party??..g!"Amount?|49|g" ....?.....g " |.h$" 50 Spouse Party h"...party??..h!"Amount?|50|h" ....?.....h " |.i("51 Total Contributions. Add lines 43 thru 50 |51|o:iSUM(H98:H105) Addi " |j '-|j "--|k$"STEP 11 - REFUND OR AMOUNT YOU OWE 4k " | l("52 REFUND OR NO AMOUNT DUE. (Line 41 less 51) |52|o:lD5IF(H94>0,H94-H106,NA)ine 41l " |m " |n("53 AMOUNT YOU OWE. Add lines 42 & 51. Mail check to FTB. |53|o:nN/AIF(H95>0,H95+H106,NA) & 51.n " |o '-|o '-|o "--|p$"STEP 12 - Penalties & Interest & 51.p " | q("54 Late return & late pmt penalties & interest |54|o:q" ?e returq " |?r&"55 Underpmt of est.tax. Check if Forms 5805(F) incl.r" [ ] |55|or" ? |55|or " |?s&"56 If no 1988 CA tax forms needed next yr, check boxs!" [ ] |56|8s '/ ] s " | t '-| t "--| u)"STEP 13 - SIGN YOUR RETURN. Attach copies of FED inc tax return & scheds.! u " | v)"Sigs..................... .................. Date........... v " |.w)"Sig of paid preparer..............................His #.....................w " |ox)"Firm's name & addr.........................................................x " |'y '=|'y "==='z"END OF CALIF FORM 540.......z"Stop here! Go no further!..{" | |&"(Tax computation area is below beginning at A130)...|" | }&"It is protected. Unprotect at your own risk!30)...}" |s~" |s)"Tax Computation Area for this program follows. NOT FOR COMPUTER USER!....!"TAX TABLES:i("FILING STATUS 1 OR 3 - SINGLE or MARRIED FILING SEPARATE RETURN USERp0ILIN00.00+.01*(K61-A141)or MARRIF(AND(K61>A141,K61<=A142),B141,0)Ip3818838.18+.02*(K61-A142)A142),BIF(AND(K61>A142,K61<=A143),B142,0)Ip9048!@142.78+.04*(K61-A143)143),BIF(AND(K61>A143,K61<=A144),B143,0)Ip14278PG351.98+.06*(K61-A144)144),BIF(AND(K61>A144,K61<=A145),B144,0)Ip19822Ð@684.62+.08*(K61-A145)145),BIF(AND(K61>A145,K61<=A146),B145,0)Ip25052&`1103.02+.093*(K61-A146)6),BIF(AND(K61>A146,K61<=A147),B146,0)Ip50250&`1103.02+.093*(H50-A146)7),BIF(AND(H50>A147,H50<=A148),B147,0)Iq599000IF(A  9000'"FILING STAT. 2 OR 5 - MARRIED (J) or QUAL WIDOW(ER) & DEPNDT  ILINp0ILIN00+.01*(K61-A156)EDIF(AND(K61>A156,K61<=A157),B156,0)Dp7636v676.36+.02*(K61-A157)A157),BIF(AND(K61>A157,K61<=A158),B157,0)Dp18096C285.56+.04*(K61-A158)158),BIF(AND(K61>A158,K61<=A159),B158,0)Dp28556 @703.96+.06*(K61-A159)159),BIF(AND(K61>A159,K61<=A160),B159,0)Dp39644(1369.24+.08*(K61-A160)60),BIF(AND(K61>A160,K61<=A161),B160,0)Dp50104$Sc 2206.04+.093*(K61-A161)1),BIF(AND(K61>A161,K61<=A162),B161,0)Dp50250$S%2220.00+.093*(H50-A162)2),BIF(AND(K61>A162,K61<=A163),B162,0)Dq599000IF(A  9000&"FILING STATUS 4 - UNMARRIED HEAD OF HOUSEHOLDW(ER) &  ILINp0ILIN000+.01*(K61-A171)HIF(AND(K61>A171,K61<=A172),B171,0)Dp7636 v676.36+.02*(K61-A172)A172),BIF(AND(K61>A172,K61<=A173),B172,0)Dp18096C285.56+.04*(K61-A173)173),BIF(AND(K61>A173,K61<=A174),B173,0)Dp23326ÐH494.76+.06*(K61-A174)174),BIF(AND(K61>A174,K61<=A175),B174,0)Dp28870 827.40+.08*(K61-A175)175),BIF(AND(K61>A175,K61<=A176),B175,0)Dp34100%P1245.80+.093*(K61-A176)6),BIF(AND(K61>A176,K61<=A177),B176,0)Dp50250%%2748+.093*(H50-A177)A177),BIF(AND(H50>A177,H50<=A178),B177,0)Dq599000IF(ACAT-DATEPRG%CoN CAT-DUPSDBFO?CAT-NEW PRG "TCAT-XCLDDBFPWU*CAT-XCLDNDX6YV CATALPHAPRG sW CATCODESLST`YYCATDELE PRG/GZ} CATDISKSPRGI[CATDOCS PRGʖG\CATEDTFNPRG4G]3*CATFILE PRGIB_  This is the release date of the disk. README 1ST 8P1 XQT P2 XQT PG1-A CAL EG1-A CAL /PG2 CAL 17SCH-B CAL ?SCH-C CAL DSCH-D CAL L5SCH-E CAL Z;SCH-R CAL i2106 CAL p(CALIF-CACAL z'CALIF540CAL 6 Fog Library Disk FOG-CPM.201 Copyright (1989) 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 SuperCalc templates for preparing 1988 Federal and California income tax returns. Filename Description -01-31 .89 This is the release date of the disk. -CPM201 .DOC This is the description of the disk contents. TAXTMPL .DOC CFE8 12K ver. 1988 [Tax Templates 1 of 14] SuperCalc 1.12 (or higher) templates and eXecute files for assisting you in the preparation of your 1988 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 9069 14K ver. 1988 [Tax Templates 2 of 14] P1 .XQT 4285 1K ver. 1988 [Tax Templates 3 of 14] P2 .XQT BC1D 1K ver. 1988 [Tax Templates 4 of 14] PG1-A .CAL B030 18K ver. 1988 [Tax Templates 5 of 14] PG2 .CAL 9F85 14K ver. 1988 [Tax Templates 6 of 14] SCH-B .CAL 4272 5K ver. 1988 [Tax Templates 7 of 14] SCH-C .CAL 74BD 8K ver. 1988 [Tax Templates 8 of 14] SCH-D .CAL 51DC 14K ver. 1988 [Tax Templates 9 of 14] SCH-E .CAL 63E9 15K ver. 1988 [Tax Templates 10 of 14] SCH-R .CAL 5F14 7K ver. 1988 [Tax Templates 11 of 14] 2106 .CAL 1BE2 10K ver. 1988 [Tax Templates 12 of 14] CALIF-CA.CAL 60E1 10K ver. 1988 [Tax Templates 13 of 14] CALIF540.CAL 7171 14K ver. 1988 [Tax Templates 14 of 14] A STOR diskf-"-"-SUBST(dfile,5,3)-"&mdiskno"-".DOC" TO malt SET ALTE TO &malt SET ALTE ON DO WHILE diskno="&mdiskno".AND. .NOT. EOF() IF diskno="000" IF dfile="FOG-DOS" ? " !"#$%&'