E-File Required - DO NOT MAIL. Your first name and initial Last name Your social security number

Transcription

1 Form 1040 Department of the Treasury - nternal Revenue Service (99) À¾µ U.S. ndividual ncome Tax Return OMB No RS Use Only - Do not write or staple in this space. For the year Jan. 1-Dec. 31, 2014, or other tax year beginning, 2014, ending, 20 See separate instructions. Your first name and initial Last name Your social security number ROBERT F f a joint return, spouse's first name and initial Last name Spouse's social security number AMY S Home address (number and street). f you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above P and on line 6c are correct. City, town or post office, state, and ZP code. f you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign Foreign country name Foreign province/state/county Foreign postal code Filing Status 1 Single 4 2 Married filing jointly (even if only one had income) Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Head of household (with qualifying person). (See instructions.) f the qualifying person is a child but not your dependent, enter this Check only one 3 Married filing separately. Enter spouse's SSN above child's name here. box. and full name here. 5 Qualifying widow(er) with dependent child Boxes checked 6a X Yourself. f someone can claim you as a dependent, do not check box 6a m m m m m m m m m m m on 6a and 6b Exemptions & No. of children b X Spouse m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m on 6c who: c Dependents: (4) q if child under age 17 (2) Dependent's (3) Dependent's lived with you qualifying for child tax credit social security number relationship to you % did not live with (1) First name Last name (see instructions) you due to divorce or separation (see instructions) f more than four dependents, see instructions and check here O'ROURKE O'ROURKE EL PASO TX X E-File Required - DO NOT MAL ULYSSES F O'ROURKE SON X MOLLY H O'ROURKE DAUGHTER X HENRY J O'ROURKE SON X d Total number of exemptions claimed m m m m m m m m 7 Wages, salaries, tips, etc. Attach Form(s) W-2 7 ncome m STMT 1 8a Taxable interest. Attach Schedule B if required m m m m m m m m m m m m m m 8a b Tax-exempt interest. Do not include on line 8a m 8b Attach Form(s) W-2 here. Also 9a Ordinary dividends. Attach Schedule B if required m m m m m m m m m m m m m m 9a attach Forms b Qualified dividends m m m m m m m m m m m m m m m STMT m m m m m 1m m m 9b 9,930. W-2G and 1099-R if tax 10 Taxable refunds, credits, or offsets of state and local income taxes 10 was withheld. 11 Alimony received m m m m m m m m m m m m m m m m m Business income or (loss). Attach Schedule C or C-EZ m m m m m m m m m m m m m m m m m m m m m 12 f you did not get a W-2, 13 Capital gain or (loss). Attach Schedule D if required. f not required, check here 13 see instructions. 14 Other gains or (losses). Attach Form 4797 m m m m m m m m m m m m m m m m m m m m m a RA distributions m m m 15a b Taxable amount 15b 16 a Pensions and annuities m m m m 16a b Taxable amount m 16b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F Unemployment compensation m m m m m m m m m m m m m m m m m m m m m m m m m m a Social security benefits m m m m 20a b Taxable amount m m m m m m 20b 21 Other income. List type and amount Combine the amounts in the far right column for lines 7 through 21. This is your total income Educator expenses m m m m m m m m m m m m m m m m m m m m m m m m 23 Adjusted 24 Certain business expenses of reservists, performing artists, and Gross fee-basis government officials. Attach Form 2106 or 2106-EZ 24 ncome 25 Health savings account deduction. Attach Form Moving expenses. Attach Form 3903 m m m m m m m m m m m Deductible part of self-employment tax. Attach Schedule SE Self-employed SEP, SMPLE, and qualified plans Self-employed health insurance deduction Penalty on early withdrawal of savings m m m m m m m m m m m m m m 30 31a Alimony paid b Recipient's SSN 31a 32 RA deduction m m m m m m m m Student loan interest deduction m m Tuition and fees. Attach Form 8917 m m m m m m m m m m m m Domestic production activities deduction. Attach Form Add lines 23 through 35 m m m m m m m m m m m m m m m m m m m m m m Subtract line 36 from line 22. This is your adjusted gross income m m m m m m m m m m m m m 37 Dependents on 6c not entered above Add numbers on lines above For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2014) 4A RS Spouse , , , , , , ,823.

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3 temized Deductions SCHEDULE A OMB No (Form 1040) nformation about Schedule A and its separate instructions is at À¾µ Department of the Treasury Attachment nternal Revenue Service (99) Attach to Form Sequence No. 07 Name(s) shown on Form 1040 Your social security number Medical and Dental Expenses m m m m m m Caution. Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses (see instructions) STMT Enter amount from Form 1040, line 38 m m m m m m 2 337, Multiply line 2 by 10% (.10). But if either you or your spouse was born before January 2, 1950, multiply line 2 by 7.5% 3 (.075) instead m m m m m m m m m m m m m m m m m m m m m m 4 Subtract line 3 from line 1. f line 3 is more than line 1, enter -0-4 Taxes You Paid 7 X 5 State and local (check only one box): a ncome taxes, or m m m m m m m m m m m m m b General sales taxes 9 * 8 6 Real estate taxes (see instructions) 7 Personal property taxes m m m m m m m m m m m m m m m m m m 8 Other taxes. List type and amount 8 9 Add lines 5 through 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 10 Home mortgage interest and points reported to you on Form nterest You Paid 11 Home mortgage interest not reported to you on Form f paid to the person from whom you bought the home, see instructions Note. Your mortgage interest deduction may be limited (see instructions). and show that person's name, identifying no., and address 12 Points not reported to you on Form See instructions for special rules m m m m m m m m m m m m m m m m m m m m m 13 Mortgage insurance premiums (see instructions) m m m m m m 14 nvestment interest. Attach Form 4952 if required. (See instructions.) Enter amount from Form 1040, line , Multiply line 25 by 2% (.02) m m m m m m m m m m m m m m m m Subtract line 26 from line 24. f line 26 is more than line 24, enter -0- m m m m m m m m m m m m 28 Other - from list in instructions. List type and amount m m m m m m m m m m m m m m m , Add lines 10 through 14 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Gifts to 16 Gifts by cash or check. f you made any gift of $250 or Charity more, see instructions m m SEE m m m m STATEMENT m m m m m m m m m m2m m 16 1, Other than by cash or check. f any gift of $250 or more, f you made a gift and got a see instructions. You must attach Form 8283 if over $ benefit for it, 18 Carryover from prior year 18 see instructions. 19 Add lines 16 through 18 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Casualty and Theft Losses 20 Casualty or theft loss(es). Attach Form (See instructions.) m m m m m m m m m m m m m m m Job Expenses and Certain Miscellaneous Deductions Other Miscellaneous Deductions Total temized Deductions 21 Unreimbursed employee expenses - job travel, union dues, job education, etc. Attach Form 2106 or 2106-EZ if required. (See instructions.) 22 Tax preparation fees m m m m m m m m m m m m m m m m m m m 23 Other expenses - investment, safe deposit box, etc. List type and amount 24 Add lines 21 through 23 m m m m m m m m m m m m m m m m m m m m m m m SEE STMT 4 7 m m m m m for lines 4 through 28. Also, enter this amount on Form 1040, line 40. Yes. Your deduction may be limited. See the temized Deductions *8 Worksheet in the instructions to figure the amount to enter. 9 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 29 s Form 1040, line 38, over $152,525? No. Your deduction is not limited. Add the amounts in the far right column X SEE STATEMENT 3 30 f you elect to itemize deductions even though they are less than your standard deduction, check here 7,684. 2,979. 3,894. 5,202. 3, , ,240. 6,756. For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule A (Form 1040) A STMT 2 7,684. 6, ,281. 1,743. 8, ,082.

4 SCHEDULE B (Form 1040A or 1040) Department of the Treasury nternal Revenue Service (99) Name(s) shown on return Part nterest (See instructions on back and the instructions for Form 1040A, or Form 1040, line 8a.) nterest and Ordinary Dividends Attach to Form 1040A or nformation about Schedule B and its instructions is at 1 List name of payer. f any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see instructions on back and list this interest first. Also, show that buyer's social security number and address Note. f you received a Form 1099-NT, Form 1099-OD, or substitute statement from a brokerage firm, list the firm's name as the 2 Add the amounts on line 1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2 payer and enter 3 Excludable interest on series EE and U.S. savings bonds issued after the total interest shown on that Attach Form 8815 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3 form. 4 Subtract line 3 from line 2. Enter the result here and on Form 1040A, or Form 1040, line 8a m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4 Note. f line 4 is over $1,500, you must complete Part. Part 5 List name of payer Ordinary Dividends (See instructions on back and the instructions for Form 1040A, or Form 1040, line 9a.) OMB No À¾µ Attachment Sequence No. 08 Your social security number Note. f you received a Form 1099-DV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary 6 Add the amounts on line 5. Enter the total here and on Form 1040A, or Form dividends shown m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m on that form. 1040, line 9a 6 Note. f line 6 is over $1,500, you must complete Part. You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust. Part Foreign Accounts and Trusts (See instructions on back.) 7a At any time during 2014, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m f "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filing requirements and exceptions to those requirements b f you are required to file FinCEN Form 114, enter the name of the foreign country where the financial account is located 8 During 2014, did you receive a distribution from, or were you the grantor of, or transferor to, a 1 5 m m m m m m m m m m m m foreign trust? f "Yes," you may have to file Form See instructions on back m m m m m m m m m m m m m Amount CAPTAL BANK 14. CAMPR LMTED 38,948. PEPPERTREE SQUARE, LTD 8. 38,970. Amount Yes No For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040A or 1040) A ,970. MORGAN STANLEY & CO. NCORPORATED 2,314. CAMPR NVESTMENT PARTNERSHP 2. CAMPR LMTED 11, ,838. X X

5 SCHEDULE D OMB No (Form 1040) Capital Gains and Losses Attach to Form 1040 or Form 1040NR. about Schedule D and its separate instructions is at À¾µ nformation Department of the Treasury Attachment nternal Revenue Service (99) Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. Sequence No. 12 Name(s) shown on return Part Short-Term Capital Gains and Losses - Assets Held One Year or Less See instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cents to whole dollars. 1a 1b 2 3 Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the RS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go (d) Proceeds (sales price) (e) Cost (or other basis) (g) Adjustments to gain or loss from Form(s) 8949, Part, line 2, column (g) 7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). f you have any long- to line 1b m m m m m m m m m m m m m m m m m m m m Totals for all transactions reported on Form(s) 8949 with Box A checked m m m m m m m m m m Totals for all transactions reported on Form(s) 8949 with Box B checked m m m m m m m m m m Totals for all transactions reported on Form(s) 8949 with Box C checked m m m m m m m m m m m m m m Schedule(s) K-1 m m m m m m m m m m m m m m m m m m m m m m m m m m SEE m m m m STATEMENT m m m m m m m m m m5m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m term capital gains or losses, go to Part below. Otherwise, go to Part on the back m m m m m m m m m m m m 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Your social security number 5 (h) Gain or (loss) Subtract column (e) from column (d) and combine the result with column (g) 6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions 6 ( ) Part Long-Term Capital Gains and Losses - Assets Held More Than One Year See instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cents to whole dollars. 8a 8b Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the RS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go 2,957. 2, (d) Proceeds (sales price) (e) Cost (or other basis) 7 (g) Adjustments to gain or loss from Form(s) 8949, Part, line 2, column (g) to line 8b m m m m m m m m m m m m m m m m m m m m Totals for all transactions reported on Form(s) 8949 with Box D checked m m m m m m m m m m Totals for all transactions reported on Form(s) 8949 with Box E checked m m m m m m m m m m Totals for all transactions reported on Form(s) 8949 with Box F checked m m m m m m m m m m Gain from Form 4797, Part ; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m from Forms 4684, 6781, and Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 Capital gain distributions. See the instructions m m m m m m m m m m m m m m m m m m m m m m m m m m STMT m m m m m 7m m 12 (h) Gain or (loss) Subtract column (e) from column (d) and combine the result with column (g) ,686. 1, STMT 6 13 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 14 ( 1,629,145. ) Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to Part on 15-1,623,645. For Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040) A the back m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m ,424. 3,213.

6 Schedule D (Form 1040) 2014 Page 2 Part Summary 16 Combine lines 7 and 15 and enter the result m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m % f line 16 is a gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then go to line 17 below. % f line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22. % f line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, line 13, or Form 1040NR, line 14. Then go to line ,623, Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions m m m m m m m Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 20 Are lines 18 and 19 both zero or blank? Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44 (or in the instructions for Form 1040NR, line 42). Do not complete lines 21 and 22 below No. Complete the Schedule D Tax Worksheet in the instructions. Do not complete lines 21 and 22 below. 21 f line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of: % The loss on line 16 or ($3,000), or if married filing separately, ($1,500) & m m m m m m m m m m m m m m m m m m m m m m m m m m m 21 ( 3,000. ) Note. When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b? X Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44 (or in the instructions for Form 1040NR, line 42). No. Complete the rest of Form 1040 or Form 1040NR. Schedule D (Form 1040) A

7 Qualified Dividends and Capital Gain Tax Worksheet - Line 44 Keep for Your Records Before you begin: See the earlier instructions for line 44 to see if you can use this worksheet to figure your tax. Before completing this worksheet, complete Form 1040 through line 43. q f you do not have to file Schedule D and you received capital gain distributions, be sure you checked the box on line 13 of Form Enter the amount from Form 1040, line 43. However, if you are filing Form m m m m m m m m m m m m m m m m m m m m 2. 7 * 8 3. m m m m m m m m m m m m m m m m m m 9 m m or 2555-EZ (relating to foreign earned income), enter the amount from line 3 of the Foreign Earned ncome Tax Worksheet Enter the amount from Form 1040, line 9b* Are you filing Schedule D?* X Yes. Enter the smaller of line 15 or 16 of No. Add lines 2 and 3 Schedule D. f either line 15 or line 16 is blank or a loss, enter -0- Enter the amount from Form 1040, line 13 f filing Form 4952 (used to figure investment interest expense deduction), enter any amount from line 4g of that form. Otherwise, enter Subtract line 5 from line 4. f zero or less, enter -0- m m m m m m m m m m m m m m m m m Subtract line 6 from line 1. f zero or less, enter -0- Enter: m m m m m m m m m NONE 6. 9,930. m m m m m m m m m m m m m m m m m , * m m m m m m m m , ,800. m m m m m m m m m m , , m m m m m m m m m m m m m m m m m m m m m m m m m m m 14. 9, * m m m m m m m m , ,521. m m m m m m m m m m m m m m m m m , , ,930. m m m m m m m m m m m m m m m m m 21. 9, m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m $36,900 if single or married filing separately, $73,800 if married filing jointly or qualifying widow(er), $49,400 if head of household. Enter the smaller of line 1 or line 8 Enter the smaller of line 7 or line 9 Subtract line 10 from line 9. This amount is taxed at 0% Enter the smaller of line 1 or line 6 Enter the amount from line 11 Subtract line 13 from line 12 Enter: $406,750 if single, $228,800 if married filing separately, $457,600 if married filing jointly or qualifying widow(er), $432,200 if head of household. Enter the smaller of line 1 or line 15 Add lines 7 and 11 Subtract line 17 from line 16. f zero or less, enter -0- Enter the smaller of line 14 or line 18 Multiply line 19 by 15% (.15) Add lines 11 and 19 Subtract line 21 from line 12 Multiply line 22 by 20% (.20) Figure the tax on the amount on line 7. f the amount on line 7 is less than $100,000, use the Tax Table to figure the tax. f the amount on line 7 is $100,000 or more, use the Tax Computation Worksheet Add lines 20, 23, and 24 Figure the tax on the amount on line 1. f the amount on line 1 is less than $100,000, use the Tax Table to figure this tax. f the amount on line 1 is $100,000 or more, use the Tax Computation Worksheet 9,930. 9,930. m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Tax on all taxable income. Enter the smaller of line 25 or line 26. Also include this amount on Form 1040, line 44. f you are filing Form 2555 or 2555-EZ, do not enter this amount on Form 1040, line 44. nstead, enter it on line 4 of the Foreign Earned ncome Tax Worksheet ,521. m m m m m m m m m m m m *f you are filing Form 2555 or 2555-EZ, see the footnote in the Foreign Earned ncome Tax Worksheet before completing this line , , , , ,090. 4A

8 Form 8949 Department of the Treasury nternal Revenue Service Name(s) shown on return Sales and Other Dispositions of Capital Assets OMB No nformation about Form 8949 and its separate instructions is at À¾µ Attachment File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Sequence No. 12A Social security number or taxpayer identification number Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either may show your basis (usually your cost) even if your broker did not report it to the RS. Brokers must report basis to the RS for most stock you bought in 2011 or later (and for certain debt instruments your bought in 2014 or later). Part Short-Term. Transactions involving capital assets you held 1 year or less are short-term. For long-term transactions, see page 2. Note. You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the RS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 1a; you are not required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. f more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. f you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. X 1 (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the RS (see Note above) (B) Short-term transactions reported on Form(s) 1099-B showing basis was not reported to the RS (C) Short-term transactions not reported to you on Form 1099-B (a) Description of property (Example: 100 sh. XYZ Co.) (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (Mo., day, yr.) (d) Proceeds (sales price) (see instructions) (e) Cost or other basis. See the Note below and see Column (e) in the separate instructions Adjustment, if any, to gain or loss. f you enter an amount in column (g), enter a code in column (f). See the separate instructions. (f) Code(s) from instructions (g) Amount of adjustment (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) MORGAN STANLEY & CO. NCORPORATE D VAROUS 12/31/2014 2,957. 2, Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) 2,957. 2, Note. f you checked Box A above but the basis reported to the RS was incorrect, enter in column (e) the basis as reported to the RS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions. Form 8949 (2014) 4X

9 Form 8949 Department of the Treasury nternal Revenue Service Name(s) shown on return Sales and Other Dispositions of Capital Assets OMB No nformation about Form 8949 and its separate instructions is at À¾µ Attachment File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Sequence No. 12A Social security number or taxpayer identification number Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either may show your basis (usually your cost) even if your broker did not report it to the RS. Brokers must report basis to the RS for most stock you bought in 2011 or later (and for certain debt instruments your bought in 2014 or later). Part Short-Term. Transactions involving capital assets you held 1 year or less are short-term. For long-term transactions, see page 2. Note. You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the RS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 1a; you are not required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. f more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. f you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. X 1 (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the RS (see Note above) (B) Short-term transactions reported on Form(s) 1099-B showing basis was not reported to the RS (C) Short-term transactions not reported to you on Form 1099-B (a) Description of property (Example: 100 sh. XYZ Co.) (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (Mo., day, yr.) (d) Proceeds (sales price) (see instructions) (e) Cost or other basis. See the Note below and see Column (e) in the separate instructions Adjustment, if any, to gain or loss. f you enter an amount in column (g), enter a code in column (f). See the separate instructions. (f) Code(s) from instructions (g) Amount of adjustment (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) GEORGESON SECURTES CORPORATON VAROUS 12/31/ Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) Note. f you checked Box A above but the basis reported to the RS was incorrect, enter in column (e) the basis as reported to the RS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions. Form 8949 (2014) 4X

10 Form 8949 (2014) Attachment Sequence No. 12A Page 2 Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either may show your basis (usually your cost) even if your broker did not report it to the RS. Brokers must report basis to the RS for most stock you bought in 2011 or later (and for certain debt instruments you bought in 2014 or later). Part Long-Term. Transactions involving capital assets you held more than 1 year are long term. For short-term transactions, see page 1. Note. You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the RS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 8a; you are not required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. f more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. f you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. X (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the RS (see Note above) (E) Long-term transactions reported on Form(s) 1099-B showing basis was not reported to the RS (F) Long-term transactions not reported to you on Form 1099-B 1 (a) Description of property (Example: 100 sh. XYZ Co.) MORGAN STANLEY & CO. NCORPORATE D (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (Mo., day, yr.) (d) Proceeds (sales price) (see instructions) (e) Cost or other basis. See the Note below and see Column (e) in the separate instructions Adjustment, if any, to gain or loss. f you enter an amount in column (g), enter a code in column (f). See the separate instructions. (f) Code(s) from instructions (g) Amount of adjustment (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) VAROUS 12/31/ Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 10 (if Box F above is checked) Note. f you checked Box D above but the basis reported to the RS was incorrect, enter in column (e) the basis as reported to the RS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. 4X Form 8949 (2014)

11 Form 8949 (2014) Attachment Sequence No. 12A Page 2 Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either may show your basis (usually your cost) even if your broker did not report it to the RS. Brokers must report basis to the RS for most stock you bought in 2011 or later (and for certain debt instruments you bought in 2014 or later). Part Long-Term. Transactions involving capital assets you held more than 1 year are long term. For short-term transactions, see page 1. Note. You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the RS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 8a; you are not required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. f more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. f you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the RS (see Note above) X (E) Long-term transactions reported on Form(s) 1099-B showing basis was not reported to the RS (F) Long-term transactions not reported to you on Form 1099-B 1 (a) Description of property (Example: 100 sh. XYZ Co.) MORGAN STANLEY & CO. NCORPORATE D (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (Mo., day, yr.) (d) Proceeds (sales price) (see instructions) (e) Cost or other basis. See the Note below and see Column (e) in the separate instructions Adjustment, if any, to gain or loss. f you enter an amount in column (g), enter a code in column (f). See the separate instructions. (f) Code(s) from instructions (g) Amount of adjustment (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) VAROUS 12/31/2014 1,686. 1, Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 10 (if Box F above is checked) Note. f you checked Box D above but the basis reported to the RS was incorrect, enter in column (e) the basis as reported to the RS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. 4X ,686. 1, Form 8949 (2014)

12 SCHEDULE E (Form 1040) Supplemental ncome and Loss (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMCs, etc.) OMB No À¾µ Attach to Form 1040, 1040NR, or Form Department of the Treasury Attachment nternal Revenue Service (99) nformation about Schedule E and its separate instructions is at Sequence No. 13 Name(s) shown on return Your social security number Part ncome or Loss From Rental Real Estate and Royalties Note. f you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). f you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40. Did you make any payments in 2014 that would require you to file Form(s) 1099? (see instructions) X A B f "Yes," did you or will you file required Forms 1099? Physical address of each property (street, city, state, ZP code) 1a A B C 1b Type of Property (from list below) A B C Type of Property: 1 Single Family Residence 2 Multi-Family Residence 2 For each rental real estate property listed above, report the number of fair rental and personal use days. Check the QJV box only if you meet the requirements to file as a qualified joint venture. See instructions. A B C Fair Rental Days Personal Use Days 3 4 Vacation/Short-Term Rental Commercial 5 6 Land Royalties 7 8 Self-Rental Other (describe) ncome: Properties: A B C m m m m m m m m m m m m m m m m m m m m m m m m Advertising m m m m m m m m m m m m Auto and travel (see instructions) Cleaning and maintenance Commissions nsurance m m m m m m m m m m m m m Legal and other professional fees Management fees m m m m m m m m m m m m m m m m m m m m Mortgage interest paid to banks, etc. (see instructions) Other interest Repairs Supplies Taxes m Utilities m m m m m m m m m m m m m m Depreciation expense or depletion m m m m m m m m m m m m m m Other (list) Total expenses. Add lines 5 through 19 m m m m m m m m m m m 3 Rents received 4 Royalties received Expenses: Subtract line 20 from line 3 (rents) and/or 4 (royalties). f result is a (loss), see instructions to find out if you must file Form 6198 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Deductible rental real estate loss after limitation, if any, on Form 8582 (see instructions) 22 ( ) ( ) ( ) 23 a Total of all amounts reported on line 3 for all rental properties m 23a b Total of all amounts reported on line 4 for all royalty properties 23b c Total of all amounts reported on line 12 for all properties 23c d Total of all amounts reported on line 18 for all properties m m m m m m m m m m m m m 23d Total of all amounts reported on line 20 for all properties 23e m m m m m m m m m m m m m m m m m m m m m m m m m 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. f Parts,, V, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17, or Form 1040NR, line 18. Otherwise, include this amount in the total on line 41 on page 2 m m m m m e 24 ncome. Add positive amounts shown on line 21. Do not include any losses 25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here Yes Yes QJV No No ( ) For Paperwork Reduction Act Notice, see the separate instructions. Schedule E (Form 1040) X

13 Schedule E (Form 1040) 2014 Attachment Sequence No. 13 Page 2 Name(s) shown on return. Do not enter name and social security number if shown on other side. Your social security number Caution. The RS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1. Part ncome or Loss From Partnerships and S Corporations Note. f you report a loss from an at-risk activity for which any amount is not at risk, you must check the box in column (e) on line 28 and attach Form See instructions. 27 Are you reporting any loss not allowed in a prior year due to the at-risk, excess farm loss, or basis limitations, a prior year unallowed loss from a passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? f you answered "Yes," see instructions before completing this section. Yes No 28 (a) Name A B C D STMT 9 Passive ncome and Loss STMT 10 (f) Passive loss allowed (attach Form 8582 if required) (g) Passive income from Schedule K-1 (h) Nonpassive loss from Schedule K-1 (b) Enter P for partnership; S for S corporation (c) Check if foreign partnership (d) Employer identification number Nonpassive ncome and Loss (i) Section 179 expense deduction from Form 4562 A B C D 29 a Totals b Totals 91, Add columns (g) and (j) of line 29a Add columns (f), (h), and (i) of line 29b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the (e) Check if any amount is not at risk (j) Nonpassive income from Schedule K-1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 180,758. ( ) result here and include in the total on line 41 belowm m m m m m m m m m m m m m m m m m m m m m m m m m m m m 32 ncome or Loss From Estates and Trusts Part 33 (a) Name A B (c) Passive deduction or loss allowed (attach Form 8582 if required) Passive ncome and Loss (d) Passive income from Schedule K-1 Nonpassive ncome and Loss (e) Deduction or loss from Schedule K-1 A B 34a Totals b Totals 35 Add columns (d) and (f) of line 34a Add columns (c) and (e) of line 34b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Total estate and trust income or (loss). Combine lines 35 and 36. Enter the result here and include in the total on line 41 below m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 37 Part V ncome or Loss From Real Estate Mortgage nvestment Conduits (REMCs) - Residual Holder 38 (a) Name (b) Employer identification number (f) Other income from Schedule K-1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m ( ) (b) Employer identification number (c) Excess inclusion from Schedules Q, line 2c (see instructions) (d) Taxable income (net loss) from Schedules Q, line 1b m m m m m m m m m m 39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below 39 Part V Summary 40 Net farm rental income or (loss) from Form Also, complete line 42 below m m m m m m m m m m m Total income or (loss). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Form 1040, line 17, or Form 1040NR, line 18 m m Reconciliation of farming and fishing income. Enter your gross farming and fishing income reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 14, code B; Schedule K-1 (Form 1120S), box 17, code V; and Schedule K-1 (Form 1041), box 14, code F (see instructions) 42 m m m m m m m 43 Reconciliation for real estate professionals. f you were a real estate professional (see instructions), enter the net income or (loss) you reported anywhere on Form 1040 or Form 1040NR from all rental real estate activities in which you materially participated under the passive activity loss rules m m m m m 43 SEE STATEMENT 8 105, ,304. X 91, ,046. (e) ncome from Schedules Q, line 3b 89,046. Schedule E (Form 1040) X

14 Child and Dependent Care Expenses Form 2441 Attach to Form 1040, Form 1040A, or Form 1040NR. Department of the Treasury nternal Revenue Service (99) Name(s) shown on return nformation about Form 2441 and its separate instructions is at A 1040NR Part Persons or Organizations Who Provided the Care - You must complete this part. (f you have more than two care providers, see the instructions.) 1 (a) Care provider's (b) Address name (number, street, apt. no., city, state, and ZP code) J 2441 OMB No À¾µ Attachment Sequence No. 21 Your social security number (c) dentifying number (SSN or EN) (d) Amount paid (see instructions) Did you receive dependent care benefits? No Yes Complete only Part below. Complete Part on the back next. Caution. f the care was provided in your home, you may owe employment taxes. f you do, you cannot file Form 1040A. For details, see the instructions for Form 1040, line 60a, or Form 1040NR, line 59a. Part Credit for Child and Dependent Care Expenses 2 nformation about your qualifying person(s). f you have more than two qualifying persons, see the instructions First (a) Qualifying person's name Last (b) Qualifying person's social security number Add the amounts in column (c) of line 2. Do not enter more than $3,000 for one qualifying person or $6,000 for two or more persons. f you completed Part, enter the amount from line 31 3 m m m m m m m m m m m m m m m m m Enter your earned income. See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m f married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was disabled, see the instructions); all others, enter the amount from line 4 Enter the smallest of line 3, 4, or 5 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Enter the amount from Form 1040, line 38; Form 1040A, line 22; or Form 1040NR, line 37 m m m m m m m m m m m m m m m m m m 7 Enter on line 8 the decimal amount shown below that applies to the amount on line 7 f line 7 is: f line 7 is: Over But not over Decimal amount is Over But not over $0 15,000 17,000 19,000 21,000 23,000 25,000 27, ,000 17,000 19,000 21,000 23,000 25,000 27,000 29, $29,000 31,000 33,000 35,000 37,000 39,000 41,000 43, ,000 33,000 35,000 37,000 39,000 41,000 43,000 No limit Decimal amount is 9 Multiply line 6 by the decimal amount on line 8. f you paid 2013 expenses in 2014, see the instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 9 10 Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions m m m m m m m m m m m m m m m m m m m m m m 10 61, Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and on Form 1040, line 49; Form 1040A, line 31; or Form 1040NR, line 47 m m m m m m m m m m m m ,979. 2,582. (c) Qualified expenses you incurred and paid in 2014 for the person listed in column (a) MOLLY O'ROURKE 16,979. HENRY O'ROURKE 2, ,823. 6, , ,766. 6,000. For Paperwork Reduction Act Notice, see your tax return instructions. Form 2441 (2014) X.20 1,200. 1,200. 4A

15 Form 3800 Department of the Treasury nternal Revenue Service (99) Name(s) shown on return General Business Credit OMB No nformation about Form 3800 and its separate instructions is at À¾µ Attachment You must attach all pages of Form 3800, pages 1, 2, and 3, to your tax return. Sequence No. 22 dentifying number Part Current Year Credit for Credits Not Allowed Against Tentative Minimum Tax (TMT) (See instructions and complete Part(s) before Parts and ) m m m m m m m m m m m m m m m 1 General business credit from line 2 of all Parts with box A checked 1 2 Passive activity credits from line 2 of all Parts with box B checked 2 3 Enter the applicable passive activity credits allowed for 2014 (see instructions) m m m m m m m m m m 3 4 Carryforward of general business credit to Enter the amount from line 2 of Part with box C checked. See instructions for statement to attach m m m m m m m m m m m m m m m m m m m m m m 4 5 Carryback of general business credit from Enter the amount from line 2 of Part with box D checked (see instructions) 5 6 Add lines 1, 3, 4, and 5 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 6 Part Allowable Credit 7 Regular % tax before credits: ndividuals. Enter the sum of the amounts from Form 1040, lines 44 and 46, or the sum of the amounts from Form 1040NR, lines 42 and 44m m m m m m m m m m m m m m m m % 7 Corporations. Enter the amount from Form 1120, Schedule J, Part, line 2; or the applicable line of your return m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 7 * 8 m m % Estates and trusts. Enter the sum of the amounts from Form 1041, Schedule G, lines 1a and 1b; or the amount from the applicable line of your return m m m m m m m m m 9 8 Alternative minimum tax: ndividuals. Enter the amount from Form 6251, line 35 m 7 Corporations. Enter the amount from Form 4626, line 14 m m m m m m m m m m * m m m m m % Estates and trusts. Enter the amount from Schedule (Form 1041), line Add lines 7 and 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 9m m m m m m m Foreign tax credit m m m m m m m m m m m m m 10a b Certain allowable credits (see instructions) 10b c Add lines 10a and 10b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 10a 42. 1, c 60,090. 1, ,852. 1, Net income tax. Subtract line 10c from line 9. f zero, skip lines 12 through 15 and enter -0- on line , Net regular tax. Subtract line 10c from line 7. f zero or less, enter , Enter 25% (.25) of the excess, if any, of line 12 over $25,000 (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Tentative minimum tax: ndividuals. Enter the amount from Form 6251, line 33 m 7 * Corporations. Enter the amount from Form 4626, line m m m m m % 8 Estates and trusts. Enter the amount from Schedule (Form 1041), line 54 m m m m m m m m 9 15 Enter the greater of line 13 or line 14 m m m m m m m m 16 Subtract line 15 from line 11. f zero or less, enter Enter the smaller of line 6 or line 16 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 8, ,810. C corporations: See the line 17 instructions if there has been an ownership change, acquisition, or reorganization ,810. For Paperwork Reduction Act Notice, see separate instructions. Form 3800 (2014) 4X

16 Part Allowable Credit (Continued) Note. f you are not required to report any amounts on lines 22 or 24 below, skip lines 18 through 25 and enter -0- on line 26. Form 3800 (2014) Page Multiply line 14 by 75% (.75) (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Enter the greater of line 13 or line 18 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Subtract line 19 from line 11. f zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m m Subtract line 17 from line 20. f zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m m Combine the amounts from line 3 of all Parts with box A, C, or D checked m m m m m m m m m m m m m Passive activity credit from line 3 of all Parts with box B checked Enter the applicable passive activity credit allowed for 2014 (see instructions) m m m m m m m m m m m m Add lines 22 and 24 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Empowerment zone and renewal community employment credit allowed. Enter the smaller of line 21 or line 25 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Subtract line 13 from line 11. f zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m m Add lines 17 and 26 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Subtract line 28 from line 27. f zero or less, enter -0- m m m m m m m m m m m m m m m m m m m m m m m m m Enter the general business credit from line 5 of all Parts with box A checked m m m m m m m m m m m m Reserved m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m , , Passive activity credits from line 5 of all Parts with box B checked Enter the applicable passive activity credits allowed for 2014 (see instructions)m m m m m m m m m m m m Carryforward of business credit to Enter the amount from line 5 of Part with box C checked and line 6 of Part with box G checked. See instructions for statement to attach m m m m m 35 Carryback of business credit from Enter the amount from line 5 of Part with box D checked (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 36 Add lines 30, 33, 34, and 35 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 37 Enter the smaller of line 29 or line 36 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 32 2, ,503. 4,503. 4, Credit allowed for the current year. Add lines 28 and 37. Report the amount from line 38 (if smaller than the sum of Part, line 6, and Part, lines 25 and 36, see instructions) as indicated below or on the applicable line of your return: ndividuals. Form 1040, line 54, or Form 1040NR, line 51 7 % m m m m m m m m m m m m * 8 m m m m m m m m m Corporations. Form 1120, Schedule J, Part, line 5c Estates and trusts. Form 1041, Schedule G, line 2b % m m m m m m m m m m m m m ,503. Form 3800 (2014) 4X