Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agency specifications. When using Acrobat 9.x products and later products, select “None”in the “Page Scaling” selection box in the Adobe “Print” dialog.¶
| CLIENT’S COPY asis | k |
|---|---|
| CP4g |
Tax Return Carryovers to 2016¶
| WOE | GHISLAINE MAXWELL | MNumbe: | |||
|---|---|---|---|---|---|
| Disallowing Form | D -I 0 | Originating Form | Entity/ kOv4 | SV City | Amount |
| SCH D | SHORT-TERM CAPITAL LOSS | SCH D | 176,183. | ||
| SCH D | LONG-TERM CAPITAL LOSS | SCH D | 6,119,108. | ||
| SCHD AMTSHORT-TERM CAPITAL LOSS | SCHD AMT | 176,183. | |||
| SCHD AMTLONG-TERM CAPITAL LOSS | SCHD AMT | 6,119,108. | |||
| 1116 | GENERAL LIMITATION INC C/O FROM 2015 1116 | 1. | |||
| 1116 | PASSIVE INC C/O FROM 2015 | 1116 | 2,429. | ||
| 1116AMT | GENERAL LIMITATION INC EXCESS LIMIT FROM 2015 | 1116 AMT | -1. | ||
| 1116AMT PASSIVE INC EXCESS LIMIT FROM 2015 | 1116 AMT | -3,082. | |||
| 6765 | INCOME LIMITATION - CARGOMETRICS TECHNOLOGIES LLC | SCH E P2 | 2 | 4,540. | |
| 8582 | PASSIVE ACTIVITY LOSS - CARGOMETRICS TECHNOLOGIES LLC | SCH E P2 | 2 | 122,626. | |
| 8582AMT | PASSIVE ACTIVITY LOSS - CARGOMETRICS TECHNOLOGIES LLC | SCH E P2 | 2 | 122,626. | |
| 8582CR | OTHER PASSIVE ACTIVITY CREDIT | 8582CR | 29. | ||
| 8801 | MINIMUM TAX CREDIT | 8801 | 1. | ||
| 8801WKSTCREDIT | TENTATIVE ADDITIONAL MINIMUM TAX | 8801WKST | 3. | ||
Two-Year Comparison Worksheet 2015¶
Name(s) as shown on return¶
| Social securit’ number | ||||
|---|---|---|---|---|
| — | — | — | ------------------------ | — |
| GHISLAINE MAXWELL | ||||
|---|---|---|---|---|
| 2014 Filing Status SINGLE 2015 Filing Status SINGLE | ||||
| 25.0% 2014 Tax Bracket | 2015 Tax Bracket 25.0% | |||
| Deserlinion | Tax Year | Tax Year | Increase | |
| 2014 | 2015 | (Decrease) | ||
| SCHEDULE B - TAXABLE INTEREST SCHEDULE B - ORDINARY DIVIDENDS SCHEDULE B - QUALIFIED DIVIDENDS SCH. C/C-EZ (BUSINESS INCOME/LOSS) SCHEDULE D (CAPITAL GAIN/LOSS) ORM 4797 (OTHER GAINS OR LOSSES) SCHEDULE E (RENTAL AND PASSTHROUGH) THER INCOME TOTAL INCOME JUSTED GROSS INCOME AXES | 64,169. 186,472. 123,149. -1,250. -3,000. 2. 43. -12,926. 233,510. 233,510. 128,301. | 63,088. 182,240. 119,551. -500. -3,000. 5,310. -3,642. 0. 243,496. 243,496. 119,703. | -1,081. -4,232. -3,598. 750. 5,308. -3,685. 12,926. 9,986. 9,986. -8,598. | |
| INTEREST (DEDUCTIBLE) | 1. | 17. | 16. | |
| ONTRIBUTIONS | 0. | 5,353. | 5,353. | |
| OB EXPENSES AND 2% MISC. DEDUCT. | 47,167. | 40,652. | -6,515. | |
| TOTAL ITEMIZED DEDUCTIONS | 175,469. | 165,725. | -9,744. | |
| INCOME BEFORE EXEMPTIONS | 58,041. | 77,771. | 19,730. | |
| PERSONAL EXEMPTIONS | 3,950. | 4,000. | 50. | |
| TAXABLE INCOME | 54,091. | 73,771. | 19,680. | |
| AX ORM 6251 (ALTERNATIVE MINIMUM TAX) TAX BEFORE CREDITS --- | 2,579. 32,878. 35,457. | 5,448. 27,605. 33,053. | 2,869. -5,273. -2,404. | |
| ORM 1116 (FOREIGN TAX CREDIT) | 1,120. | 4,420. | 3,300. | |
| TAX AFTER NON-REFUNDABLE CREDITS | 34,337. | 28,633. | -5,704. | |
| ORM 8960 (NET INVEST. INCOME TAX) | 1,273. | 1,653. | 380. | |
| TOTAL TAX | 35,610. | 30,286. | -5,324. | |
| STIMATED TAX PAYMENTS | 56,761. | 71,151. | 14,390. | |
| ORM 4868 (EXTENSION REQUEST) | 25,000. | 0. | -25,000. | |
| TOTAL PAYMENTS | 81,761. | 71,151. | -10,610. | |
| AX OVERPAID | 46,151. | 40,865. | -5,286. | |
| VERPAYMENT APPLIED TO ESTIMATE | 46,151. | 40,865. | -5,286. | |
| EW YORK STATE RETURN AXABLE INCOME AX THER TAXES PAYMENTS EFUNDABLE CREDITS VERPAYMENT APPLIED TO ESTIMATED TAX | 144,154. 14,727. 114. 32,349. 63. 17,571. | 151,015. 15,433. 127. 24,571. 63. 9,074. | 6,861. 706. 13. -7,778. -8,497. |
o26301 04-01-15¶
Marks Paneth LLP New York City 685 Third Avenue Washington. DC New York. NY 10017 New Jersey P 212.503.8800 Long Island F 212.370.3759 Westchester www.markspaneth.com¶
GHISLAINE MAXWELL C/O MARKS PANETH LLP-685 3RD AV NEW YORK, NY¶
DEAR MS. MAXWELL:¶
ENCLOSED ARE YOUR 2015 INCOME TAX RETURNS, AS FOLLOWS…¶
2015 U.S. INDIVIDUAL INCOME TAX RETURN¶
2015 NEW YORK INDIVIDUAL INCOME TAX RETURN¶
IN ORDER FOR US TO ELECTRONICALLY FILE THE ABOVE RETURNS WE MUST HAVE WRITTEN AUTHORIZATION FROM YOU. WE ARE ENCLOSING A U.S. FORM 8879 AND NEW YORK TR-579-IT, WHICH YOU MUST SIGN TO AUTHORIZE THE E-FILING OF YOUR TAX RETURNS. EACH AUTHORIZATION FORM SHOULD BE SIGNED AND RETURNED TO OUR OFFICE AS SOON AS POSSIBLE BY POSTAL SERVICE, E-MAIL, OR FAX.¶
THE STATUS OF YOUR 2016 INDIVIDUAL ESTIMATED TAXES FOR THE FOURTH QUARTER WILL BE DETERMINED AT A LATER DATE.¶
YOUR COPY SHOULD BE RETAINED FOR YOUR FILES.¶
VERY TRULY YOURS,¶
ALAN BLECHER MARKS PANETH LLP¶
2015 TAX RETURN FILING INSTRUCTIONS¶
U.S. INDIVIDUAL INCOME TAX RETURN¶
FOR THE YEAR ENDING¶
DECEMBER 31, 2015¶
| Prepared for | GHISLAINE MAXWELL C/O MARKS PANETH LLP-685 3RD AV NEW YORK, NY |
|---|---|
| Prepared by | MARKS PANETH LLP 685 THIRD AVENUE NEW YORK, NY |
| Amount of tax | 30 286aml Total tax /14 71 Less: payments and credits S Plus: interest and penalties S iu $ OVERPAYMENT 40,868` |
| Overpayment | 1 / 4 -14 0 $ Miscellaneous Donations 40,865 Credited to your estimated tax 0 <br>Refunded to you |
| Make check payable to | NOT APPLICABLE I |
| Mail tax return and check (if applicable) to | THIS RETURN HAS BEEN PREPARED FOR ELECTRONIC FILING AND THE PRACTITIONER PIN PROGRAM HAS BEEN ELECTED. PLEASE SIGN AND RETURN FORM 8879 TO OUR OFFICE. WE WILL THEN TRANSMIT YOUR RETURN ELECTRONICALLY TO THE IRS. |
| Return must be mailed on or before | RETURN FEDERAL FORM 8879 TO US BY OCTOBER 17, 2016. |
| Special Instructions |
Tentative Credit for Prior Year Minimum Tax¶
Social security number¶
GHISLAINE MAXWELL¶
Name(s)¶
Part I Net Minimum Tax on Exclusion Items¶
| 77,771. | ||
|---|---|---|
| 1 Combine lines 1, 6 and 10 of your 2015 Form 6251 | 1 | 160,355. |
| 2 Enter adjustments and preferences treated as exclusion items 3 Minimum tax credit net operating loss deduction | 2 3 | |
| 4 Combine lines 1, 2, and 3. If more than zero OR you filed Form 2555 for 2015, go to line 5. If zero or less | ||
| AND you did not file Form 2555 for 2015, enter 0 here and on line 15 and go to Part II. | 4 | 238,126. |
| 5 Enter $83,400 if married filing jointly or qualifying widow(er) for 2015; $53,600 if single or head of household for 2015; or $41,700 if married filing separately for 2015 | 5 | 53,600. |
| 6 Enter $158,900 if married filing jointly or qualifying widow(er) for 2015; $119,200 if single or head of household for 2015; or $79,450 if married filing separately for 2015 | 6 | 119,200. |
| 7 Subtract lite 6 from line 4. If zero or less, enter .0• here and on line 8 and go to line 9 | 7 | 118,926. |
| 8 Multiply line 7 by 25% (.25) | 8 | 29,732. |
| 9 Subtract lite 8 from line 5. If zero or less, enter 0• | 9 | 23,868. |
| 10 Subtract lite 9 from line 4. If zero or less, enter O here and on line 15 and go to Part II | 10 | 214,258. |
| 11 • If you filed Form 2555 for 2015. enter the amount from line 6 of the Foreign Earned Income Tax Worksheet. • If for 2015 you reported capital gain distributions directly on Form 1040. line 13: you reported qualified dividends on Form 1040, line 9b; or had a gain on both lines 15 and 16 of Schedule D (Form 1040), complete Part III and enter the amount from line 55 here. • All others: If line 10 is $185,400 or less ($92,700 or less if mauled filing separately for 2015). multiply line 10 by 26% (26). Otherwise, multiply line 10 by 28% (.28) and subtract $3,708 ($1.854 if married filing separately | ||
| for 2015) from the result | 11 | 36,939. |
| 12 Minimum tax foreign tax credit on exclusion items | 12 | 8,309. |
| 13 Tentative minimum tax on exclusion items. Subtract line 12 from line 11 | 13 | 28,630. |
| 14 Enter the amount from your 2015 Fonn 6251, line 34 | 14 | 1,028. |
| 15 Net minimum tax on exclusion items. Subtract line 14 from line 13. If zero or less, enter A• | 15 | 27,602. |
| Part II Tentative Minimum Tax Credit | ||
| 16 Enter the amount from your 2015 Form 6251. line 35 | 16 | 27,605. |
| 17 Enter the amount from line 15 above | 17 | 27,602. |
| 18 Subtract line 17 from line 16. If less than zero, enter as a negative amount | 18 | 3. |
| 19 2015 minimum tax credit cartyfonvard. Enter the amount from your 2015 Form 8801, line 28 | 19 | 1. |
| 20 Enter the 2015 unallowed qualified electric vehicle credit | 20 | |
| 21 Tentative minimum tax credit for 2018. Combine lines 18, 19, and 20 | 21 | 4. |
| Lines 22 through 26 do not apply. |
| GHISLAINE MAXWELL | Page 2 | ||
|---|---|---|---|
| I Part ill I Tax Computation Using Maximum Capital Gains Rates | |||
| 27 | Enter the amount from line 10. If you filed Form 2555 or 2555-EZ for 2015, enter | ||
| the amount from line 3 of the worksheet in the instructions | 27 | 214,258. | |
| 28 | Enter the amount from line 6 of your 2015 Qualified Dividends and Capital | ||
| Gain Tax Worksheet, or the amount from line 13 of your 2015 Schedule D Tax | |||
| Worksheet | 26 | 119,551. | |
| If you figured your 2015 tax using the 2015 Qualified Dividends and | |||
| Capital Gain Tax Worksheet, skip line 29 and enter the amount from | |||
| line 28 on line 30. Otherwise, go to line 29. | |||
| 29 | Enter the amount from line 19 of your 2015 Schedule D (Form 1040) | 29 | |
| 30 | Add lines 28 and 29, and enter the smaller of that result or the amount | ||
| from line 10 of your 2015 Schedule D Tax Worksheet | 30 | 119,551. | |
| 31 | Enter the smaller of line 27 or line 30 | 31 | 119,551. |
| 32 | Subtract line 31 from line 27 | 32 | 94,707. |
| 33 | If line 32 is $185.400 or less ($92,700 or less if married filing separately for 2015), multiply line | ||
| 32 by 26% (.26). Otherwise, multiply line 32 by 28% (.28) and subtract $3,708 ($1,854 if married | |||
| ► filing separately for 2015) from the result. | 33 | 24,624. | |
| 34 | Enter | ||
| • $74,900 if married filing jointly or qualifying widow(er) for 2015, | |||
| • $37,450 if single or maMed filing separately for 2015, or | |||
| • $50,200 if head of household for 2015. | 34 | 37,450. | |
| 35 | Enter the amount from line 7 of your 2015 Qualified Dividends and Capital | ||
| Gain Tax Worksheet, or the amount from line 14 of your 2015 Schedule DT | |||
| Worksheet, whichever applies. If you did not complete either | |||
| the amount from 2015 Form 1040. line 43; but not less than 4} | 35 | ||
| 36 | Subtract line 35 from line 34. If zero or less, enter .0- | 36 | 37,450. |
| 37 | Enter the smaller of line 27 or line 28 | 37 | 119,551. |
| 38 | Enter the smaller of line 36 or line 37 | 38 | 37,450. |
| 39 | Subtract line 38 from line 37 | 39 | 82,101. |
| 40 | Enter | ||
| • $413200 if single | |||
| • $232,425 if married filing separately | |||
| • $464,850 if married filing jointly or qualifying widow(er) | |||
| • $439,000 if head of household | 40 | 413,200. | |
| 41 | Enter the amount from line 36 | 41 | 37,450. |
| 42 | Enter the amount from line 7 of your 2015 Qualified Dividends and Capital | ||
| Gain Tax Worksheet or the amount from line 19 of the Schedule D Tax | |||
| Worksheet, whichever applies (as figured for the regular tax). If you did not | |||
| complete either worksheet for the regular tax, enter the amount from 2015 | |||
| Form 1040, line 43: but not less than •0•. | 42 | 37,450. | |
| 43 | Add lines 41 and 42 | 43 | 375,750. |
| 44 | Subtract line 43 from line 40, but not less than 41 | 44 | 82,101. |
| 45 | Enter the smaller of line 39 or fine 44 | 45 | 12,315. |
| 46 | ► Multiply line 45 by 15% (.15) | 46 | 119,551. |
| 47 | Add lines 38 and 45 | 47 | |
| If lines 47 and 27 are the same, skip lines 48 through 52 and go to line 63 Otherwise, go to line 48. | |||
| 48 | Subtract line 47 from line 37 ► Multiply line 48 by 20% (.20) | 48 | |
| 49 | If line 29 is zero or blank, skip lines 50 through 52 and go to line 53. Otherwise, go to line 50. | 49 | |
| Add lines 32, 47, and 48 | |||
| 50 51 | Subtract line 50 from line 27 | 50 51 | |
| 52 | ► Multiply line 51 by 25% (.25) | 52 | |
| 53 | Add lines 33, 46, 49, and 52 | 53 | 36,939. |
| 54 | If line 27 is $185.400 or less ($92,700 or less if married filing separately for 2015), multiply line 27 by 26% (.26) | ||
| Otherwise, multiply line 27 by 28% (.28) and subtract $3,708 ($1,854 if married filing separately for 2015) | |||
| from the result. | 54 | 56,284. | |
| 55 | Enter the smaller of line 53 or line 54 here and on line 11. If you filed Form 2555 or 2555•EZ for 2015, do not | ||
| enter this amount on line 11. Instead, enter it on line 4 of the worksheet. | 55 | 36,939. | |
| Form | 8879 |
|---|---|
| Internal Revenue Service | Department of the Treasury |
IRS e-file Signature Authorization¶
► Do not send to the IRS. This is not a tax return. ► Keep this form for your records. ► Information about Form 8879 and its instructions is at www.irs.govIlorm8879 2015¶
Submission Identification Number (SID)¶
| Taxpayer’s name | Social security number | ||||
|---|---|---|---|---|---|
| OHISLAINE MAXWELL | |||||
| Spouse’s name | Spouse’s social security number | ||||
| Tax Return Information - Tax Year Ending December 31, 2015 (Whole Dollars Only) art | |||||
| 1 Adjusted gross income (Form 1040, line 38: Form 1040A, line 22; Form 1040EZ. tine 4) | 1 | 243,496. | |||
| 2 Total tax (Form 1040. line 63: Form 1040A, tine 39; Form 1040EZ. line 12) | 2 | 30,286. | |||
| 3 Federal income tax withheld (Form 1040. tine 64: Form 1040A, line 40; Form 1040EZ. line 7) | 3 | ||||
| Refund (Form 1040, line 76a; Form 10400. line 48a: Form 1040EZ, line 13a: Form 1040SS, Part I. line 13a) 4 | 4 | 0 . | |||
| Amount you owe (Form 1040. line 78: Form 1040A. line 50: Form 1040EZ. line 14) 5 | |||||
| Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return) Part III |
Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and statements for the tax year ending December 31, 2015, and to the best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from my electronic income tax return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b)the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1.888-353-4537. Payment cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further admowledge that the personal identification number (PIN) below is my signature for my electronic income tax return and, if applicable, my Electronic Funds Withdrawal Consent¶
Taxpayer’s PIN: chock one box only¶
| Part III I Certification and Authentication - Practitioner PIN Method Only ERO’s EFIN/PIN. Enter your six•digit EFIN followed by your five•digit self•selected PIN. I certify that the above numeric entry is my PIN, which is my signature for the tax year 2015 electronically filed income tax retum for the taxpayer(s) indicated above. I confirm that I am submitting this return it accordance with the requirements of the Practitioner PIN method and Publication 1345, Handbook for Authorized IRS e-fifer Providers of Individual Income Tax Returns. ERO’s signature ► ERO Must Retain This Form - See Instructions 519995 Do Not Submit This Form to the IRS Unless Requested To Do So 11.06-15 | n6139 81111 Do not enter all zeros Date ► |
|---|---|
| Practitioner PIN Method Returns Only - continue below | |
| Spouse’s signature ► | Date ► |
| PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below. | I will enter my PIN as my signature on my tax year 2015 electronically filed income tax retum. Check this box only if you are entering your own |
| ERO firm name as my signature on my tax year 2015 electronically filed income tax return. | Enter five digits, but do not enter all zeros |
| I authorize | to enter or generate my PIN |
| Spouse’s PIN: check one box only | |
| Your signature ► | 10/06/2016 Date ite. |
| PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below. | I will enter my PIN as my signature on my tax year 2015 electronically filed income tax retum. Check this box only if you are entering your own |
| ERO firm name as my signature on my tax year 2015 electronically filed income tax return. | to enter or generate my PIN I I Enter five digits, but do not enter all zeros |
1¶
Tax Year 2015 e-file Jurat/Disciosure for Form 1040, 1040A, or 1040EZ using Practitioner PIN method (with or without Electronic Funds Withdrawal)¶
ERO Declaration¶
I declare that the information contained in this electronic tax return is the information furnished to me by the taxpayer. If the taxpayer furnished me a completed tax return, I declare that the information contained in this electronic tax return is identical to that contained in the return provided by the taxpayer. If the furnished return was signed by a paid preparer. I declare I have entered the paid preparer’s identifying information in the appropriate portion of this electronic return. If I am the paid preparer. under the penalties of perjury I declare that I have examined this electronic return, and to the best of my knowledge and belief. it is true. correct, and complete. This declaration is based on all information of which I have any knowledge.¶
ERO Signature¶
I am signing this Tax Return by entering my PIN below.¶
ERO ‘s PIN 26298a (enter E.RN plus 5 self-selected numerics)¶
Taxpayer Declarations¶
Perjury Statement¶
Under penalties of perjury. I declare that I have examined this return, Including any accompanying statements and schedules and. to the best of my knowledge and belief. it is true. correct, and complete.¶
Consent to Disclosure¶
I consent to allow my Intermediate Service Provider. transmitter, or Electronic Return Originator (ERO) to send my return/tom) to IRS and to receive the following information from IRS: a) an acknowledgment of receipt or reason for rejection of transmission: b) the reason for any delay in processing or refund: and. c) the date of any refund.¶
I am signing this Tax Return and Electronic Funds Withdrawal Consent, if applicable, by entering my Self-Select PIN below.¶
| 518711 ♦ DETACH HERE • 05.12.15 | |||
|---|---|---|---|
| Application for Automatic Extension of Time | |||
| 4868 To File U.S. Individual Income Tax Return Deciartmeni o11ro Treestoy Fcr tairaAr y?.i 7015 Cr reNtr tax yam mgnring infante Revenue Service 1991 | 2015 0I andiro | ||
| I (Part Identification | Part II I Individual Income Tax | ||
| 1 Ycu, narrals) | 30,286. 4 Estimate of total tax liability for 2015 | ||
| 71,151. 5 Total 2015 payments | |||
| GHISLAINE MAXWELL | 6 Balance due. Subtract line 5 | ||
| C/O MARKS PANETH LLP-685 3RD AV | 0. from line 4 | ||
| NEW YORK, NY 10017 | 0. 7 AmouM you are paying 10’ | ||
| 8 Check here if you are ‘out of the country and a U.S. | |||
| vas rnuv cactsi nontsw 3 Spouse’s social socurily numbgt | citizen or resident | ||
| 9 Check here n you Me Form tO4ONR p 10411NR-E2 aid did not more. | |||
| Os 0 epees as an employee subject le ti.S. income tex wnwading |
LX MAXW 30 0 201512 670¶
| LL1040 U.S. Individual Income Tax For tna yua Jdn ‘Pith 31. 2015 a mina. ter y5A Mowing | 2015. Old g | co. No. 1545.00m I PS vs. Only - Do not am* or staple in MRS Space | See separate Instructions. | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Your first name and initial | Last name | 20 | YOU Boatal sscwlty number | ||||||
| GHISLAINE | MAXWELL | ||||||||
| If a joint return, spouses first name and initial | Last name | 3P3699% Social *Kurth/ minter | |||||||
| 1-lome address (number and street). It you have a P.U. | ox. see instructions. | Apt. no. | |||||||
| I | tote sure me SSW abate •A and on line 6C Ore cared. | ||||||||
| C/O | MARKS PANETH LLP -685 City. town a post Mica. State. and ZIP cone n you have a foreign add’en. So COMI6Menprioas below. | 3RD AV | Presidential biathlon Campaign | ||||||
| NEW YORK, NY | 10017 | Chxlit hero if you, or your spouse II tiling jointly. want $3 to go to | |||||||
| Foreign country name | Foreign province/state/county | Foreign postal code | fist ml C cot g b babe will not change your tax a rotund. | ||||||
| You C Spouse | |||||||||
| 1 | LXJ Single | 4 LJ Head of household (with qualifying person). If the qualifying | |||||||
| Filing Status | 2 | IC Married filing jointly (even if onl one had income) | person i a child but not your d pendent, enter this child’s | ||||||
| Check only | 3 | IC Married filing separately. Enter spouse’s SSN above | name he e. ► | ||||||
| one box. | and full name here. No | 5 CI Qualifying widow(er) with dependent child | |||||||
| Exemptions | 6a | Yourself. If someone can claim you as a dependent. do not check box 6a | Boxes checked on 6a and Etc | ||||||
| ialir Itud | No 01children o 6c tio. | ||||||||
| Dependents: | IN Offhaideni% social security number | rgi Dograndonl% relationship to | tight act 1 7’ MINN) ro t chi | *Pad with you | |||||
| (i) First nem. | Last name | Ku | nterldt | %did not We with you due to OlvOrCe a Separation | |||||
| InStructiathl | |||||||||
| If more than four dependents, see | Dapanden% on 6c | ||||||||
| instructions and ,—, check here pi. LJ | not entered above | ||||||||
| d Total number of exemptions claimed | kkr | Add numbarS on lines., above | |||||||
| 7 | Wages, salaries, tips, etc. Attach Form(s) W | 7 | |||||||
| Income | 8a | 8a | 63,088. | ||||||
| b | Taxabl e interest Attach Schedule B it required 5,672. - 8 Tax-exempt interest Do not include on line 8a | ||||||||
| Attach Form(s) W-2 here. Also | 9a | Ordinary dividends. Attach Schedule B d required | 9a | 182,240. | |||||
| attach Forms | b | Qualified dividends | el | 119,551. | |||||
| W-2G and | 10 | $TMT 1 $TMT 2 Taxable refunds, credits, or offsets of state and local income taxes | 10 | 0. | |||||
| 1099-R if tax was withheld. | 11 | Alimony received | 11 | ||||||
| 12 | Business income or (loss). Attach Schedule C or C-EZ | 12 | -500. | ||||||
| If you did not | 13 | Capital gain or (loss). Attach Schedule D if required. If not required, check here | ► | 13 | -3,000. | ||||
| get a W-2. | 14 | Other gains or (losses). Attach Form 4797 | 14 | 5,310. | |||||
| see instructions. | 15a | IRA distnbutians | 1 151 | I | b Taxable amount | 15b | |||
| 16a | Pensions and annuities | 16a | b Taxable amount | 16b | |||||
| 17 | Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E | 17 | -3,642. | ||||||
| 18 | Farm income or (loss). Attach Schedule F | 18 | |||||||
| 19 | Unemployment compensation | 19 | |||||||
| 20a 21 | Social security benefits Other income. List type and amount | p 20a j | I | b Taxable amount | 20b 21 | ||||
| 22 | Combine the amounts in the tar right column for lines 7 through 21. This is your total Income | 22 | 243,496. | ||||||
| 23 | Educator expenses | 23 | ► | ||||||
| Adjusted | 24 | officials Attach Form 2 l06 or 210%62 | CaegOn business expenses of reservists. pertaming Grusin and toe-basis gonment | 24 | |||||
| Gross | 25 | Health savings account deduction. Attach Form 8889 | 25 | ||||||
| Income | 26 | Moving expenses. Attach Form 3903 | 26 | ||||||
| 27 | Deductible part of self-employment tax. Attach Schedule SE 27 | ||||||||
| 28 | Self-employed SEP, SIMPLE, and qualified plans Self-employed health insurance deduction | 28 | |||||||
| 29 | 29 | ||||||||
| 30 | Penalty on early withdrawal of savings | 30 | |||||||
| 31a | Alimony paid | b Recipient’s SSN | 31a | ||||||
| 32 | IRA deduction | 32 | |||||||
| 33 | Student loan interest deduction | 33 | |||||||
| 34 | Tuition and fees. Attach Form 8917 | 34 | |||||||
| 35 | Domestic production activities deduction. Attach Form 8903 | 35 | |||||||
| S1030I | 36 | Add lines 23 through 35 | 36 | ||||||
| 12.30- IS | 37 | Subtract line 36 from line 22. This is your adjusted gross income LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate Instructions. | 37 | 243,496. |
| tam io4o go 15) | GHISLAINE MAXWELL | |||||
|---|---|---|---|---|---|---|
| Tax and | 38 Amount from line 37 (adjusted gross income) | 38 | 243,496. | |||
| Credits | 0 Blind. 1 39a Check You were born before January 2, 1951 O | Total boxes | ||||
| Decoction tor- | if: Spouse was born before January 2, 1951, Blind. checked | |||||
| • people who | 6 If your spouse itemizes on a separate return or you were a dual-status alien, check | here IP. 39b | I | |||
| Check any box on lino ma or | (from Schedule A) or your standard deduction (see left 40 Itemized deductions margin) | 40 | 165,725. | |||
| age orwho can bode/teed ea a | 41 Subtract line 40 from line 38 | 41 | 77,771. | |||
| depenant s InStrucdbont ee | If line 38 is $154,950 or less, multiply $4,000 by the number on 42 Exemptions. line | 6d. Otherwise, see inst | 42 | 4,000. | ||
| Subtract line 42 from line 41.11 line 42 is more than line 41 43 Taxable Income. enter | -0- | 43 | 73,771. | |||
| Form 4972 c LJ a 0 if any from: 44 Tax. Check Form(s)Et814 b | 44 | 5,448. | ||||
| minimum tax. Attach Form 6251 45 Alternative | 45 | 27,605. | ||||
| • Pihints | 46 Excess advance premium tax credit repayment Attach Form 8962 | 46 | ||||
| Single or Myriad MN/ | 47 Add lines 44, 45, and 46 | flo | 47 | 33,053. | ||
| somww. 4.30o | credit. Attach Form 1116 if required 48 Foreign tax | 48 | 4,420. | |||
| burled hind | 49 Credit for child and dependent care expenses. Attach Form 2441 | 49 | ||||
| jointly or Qua/tying | 50 Education credits from Form 8863, line 19 | 50 | ||||
| vicloolall. | 51 Retirement savings contributions credit Attach Form 8880 | 51 | ||||
| SI2.6C0 Head of | Attach Schedule 8812, if required 52 Child tax credit | 52 | ||||
| household. $9.25D | 53 Residential energy credits. Attach Form 5695 | 53 | ||||
| a tEl 3800 8801 GO b Q 54 Other credits from Form: | 54 | |||||
| through 54. These are your total credits 55 Add lines 48 | 55 | 4,420. | ||||
| 55 from line 47. If line 55 is more than line 47, enter -0- 56 Subtract line | 56 | 28,633. | ||||
| 57 Self-employment tax. Attach Schedule SE | ||||||
| Other | 8919 | 57 | ||||
| Taxes | social security and Medicare tax from Form: a O b 0 58 Unreported 4137 | 58 | ||||
| 59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 | if requir | 59 | ||||
| employment taxes from Schedule H 60a Household | 60a | |||||
| homebuyer credit repayment Attach Form 5405 if required b First-time | El | 60b | ||||
| 61 Healthcare: individual responsbility (see instructions) Full-year coverage a CI Form 8959 b El | 61 | 1,653. | ||||
| Form 8960 c 0 62 Taxes from: Inst.; enterodde(s) | 62 | 30,286. | ||||
| 63 Add lines 56 through 62. This is your total tax | Oro | 63 | ||||
| Payments 64 Federal income tax withheld from Forms W-2 and 1099 | 64 | 71,151. | ||||
| hyalinea | 65 2015 estimated lax payments and amount applied from 2014 re | 65 | ||||
| ousaryho | a Earned Income credit (EIC) | 66a | ||||
| eras, anach Schedule EIC. | 166b I b Nontaxable combat pay election | |||||
| child tax credit Attach Schedule 8812 67 Additional | 67 | |||||
| opportunity credit from Form 8863, line 8 _ 68 American | 68 | |||||
| 69 Net premium tax credit. Attach Form 8962 | 69 70 | |||||
| 70 Amount paid with request for extension to file I | ||||||
| security and tier 1 RRTA tax withheld 71 Excess social | 71 | |||||
| 72 Credit for federal tax on fuels. Attach Form 4136 | 72 | |||||
| EOM’ a02439 b patsy roc 08885 d0 73 Credits from | 73 | |||||
| 74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments | Oro | 74 | 71,151. 40,865. | |||
| Refund | 75 if line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid | lia• CI | 75 | |||
| m.,0 ,,,,, ii, | 76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here | 76a | ||||
| I, ‘ sea wn’u”alma | lo. c i,vc NI MOMS Snags illo• (IVO b%31,1 | 40,865. | ||||
| 77 Amount of line 75 you want applied to your 2016 estimated tax Pm’ | InI | |||||
| Amount | 78 | Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions | ils. | 78 | ||
| You Owe 79 Estimated tax penalty (see instructions) Third Party Do you want to allow another person to discuss this return with the IRS (see instructions ? | I 79 I | |||||
| Designee | p | Yes. Com fete below. | U No =rd.aanmasoon | |||
| F”‘,orslo.ELECHER, ALAN wow panellise of petory. chiciae mitt I have (minim this ionimmdecwrro,wlymowwogssew | 10” end they are | |||||
| Sign | correct. and complete. Declaration ol prepare (other itia tanoyor)is based o an intomiolion of which prepay has any knowledge. You’ ergnalwe l Date I Yaw occupation | Daytime phone nulto | ||||
| Here Jemt return? | ||||||
| S4o Instsuctionlis Keep a o3py | ONSULTANT Spouse’s slgiatuie. It a pint colon. both must sir I Spouse’s *come on Date | it the RS sent you an Isle | ||||
| to you’ | Pro cal Pie | |||||
| records. | on | It hare | ||||
| Paid | Prepare’ ‘,mature hrintabiPia ihnomeres’s name | Date | ||||
| Use Only v,m.sna | Preparer BLECHER, ALAN | |||||
| efrMARKS PANETH LLP | ||||||
| 5103V | 685 THIRD AVENUE ”M .S Aride”S OP NEW YORK, NY 10017 | Phone no | ||||
| aXI•l5 |
| (Form 1040) |
|---|
iNativals) Shown on imxtri 1040 sociaisecun¶
SCHEDULE A OMB no. 1545.0074 Itemized Deductions 2015¶
P Information about Schedule A and its separate instructions is at www.irs.govischedutea . Depattment of the Treestoy Atiadvnent ►Attach to Form 1040. Internal Revenue Service CM Sepueoctey¶
numo N0.Verf¶
| GHISLAINE MAXWELL | ||||||
|---|---|---|---|---|---|---|
| Medical | Caution: Do not include expenses reimbursed or paid by others. | |||||
| and | SEE STATEMENT 8 1 Medical and dental expenses (see instructions) | 1 | 6,955. | |||
| Dental | 2 | 243,496. I 21 Enter amount from Form 1040, fine 38 | ||||
| E X penses | 3 | Multiply Ilse 2 by 10% (.10). But if either you or your spouse was born before | ||||
| January 2. 1951. multiply line 2 by 7.5% (.075) instead | 3 | 24,350. | ||||
| 4 | Subtract line 3 from line 1. If line 3 is more than line 1, enter 41 | 4 | 0 . | |||
| Taxes You | 5 | State and local (check only one box): | ||||
| Paid | a El SEE STATEMENT 6 Income taxes, or | 6 | 34,571. | |||
| b 0 General sales taxes | ||||||
| 6 Real estate taxes (see instructions) | 6 | 85,132. | ||||
| 7 | Personal property taxes | 7 | ||||
| 8 | Other taxes. List type and amount Illr. | |||||
| 8 | ||||||
| 9 | Add lines 5 through 8 | 9 | 119,703. | |||
| Interest | 10 Home mortgage interest and points reported to you on Form 1098 | 10 | ||||
| You Paid | 11 Home mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home. see instructions and show that person’s name. identifying no.” and address P --------_ | |||||
| Note: Your mortgage | 40 0 1 k ’ | 11 | ||||
| interest | 12 Points not reported to you on Form 1098. See instructions for special rules | 12 | ||||
| deduction may 13 Mortgage insurance premiums (see instructions) | 13 | 17. | ||||
| be limited (see instructions). | 14 Investment itterest. Attach Form 4952 if required. (See instructions.) STMT 7. 14 | 17 . | ||||
| 15 Add lines 10 through 14 | 15 | |||||
| Gifts to | 16 Gifts by cash or check If you made any gift of 5250 or more, see instructions | 16 | 5,353. | |||
| Charity If you made a | 17 Other than by cash or check. If any gift of $250 or more. see instructions. | |||||
| gift and got a | You must attach Form 8283 if over 5500 | 17 | ||||
| benefit for it, | 18 | Carryover from prior year | 18 | 5,353. | ||
| see instructions. 19 Casualty and | Add lines 16 through 18 | 19 | ||||
| Theft Losses | 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) | 20 | ||||
| Job Expenses 21 Unreimbursed employee expenses • job travel, union dues, job education. etc. | ||||||
| and Certain Miscellaneous Deductions | Attach Form 2106 or 2106-EZ if required. (See instructions.) Ill, | |||||
| ill iai lFr— | 21 | |||||
| 22 Tax preparation fees | 22 | 11,000. | ||||
| 23 Other expenses • investment, safe deposit box, etc. Ust type and amount P SEE STATEMENT 5 | ||||||
| 23 | 34,522. | |||||
| 24 Add lines 21 through 23 | 24 | 45,522. | ||||
| 243,496. 25 Enter amount from Form 1040. line 38 1251 | ||||||
| 26 Multiply line 25 by 2%(.02) | 26 | 4,870. | ||||
| 27 | Subtract line 26 from line 24. If line 26 is more than line 24. enter 0. . | 27 | 40,652. | |||
| Other | 28 Other • from list in instructions. Ust type and amount P. | |||||
| Miscellaneous Deductions | 28 | |||||
| 29 Is Form 1040. line 38. over 5154,9507 | ||||||
| a3 No. Your deduction is not limited. Add the amounts in the far right column | ||||||
| Total | for lines 4 through 28. Also. enter this amount on Form 1040. line 40. | 29 | 165,725. | |||
| Itemized | 0 Yes. Your deduction may be limited. See the Itemized Deductions | |||||
| Deductions | Worksheet in the instructions to figure the amount to enter. | |||||
| 30 If you elect to itemize deductions even though they are less than your standard deducbon | ||||||
| check here . | P I [ | |||||
| LHA sneer el. re-te For Paperwork Reduction Act Notice, see Form 1040 instructions. | Schedule A (Form 1040) 2015 |
5¶
Interest and Ordinary Dividends¶
► Attach to Form 1040A or 1040.¶
► Information about Schedule B and Its Instructions is at www.irs.gov/scheduleb¶
| GHISLAINE MAXWELL | ||||||
|---|---|---|---|---|---|---|
| Part I Interest | 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see instructions and list this interest first. Also. show that | Amount | ||||
| buyer’s social security number and address ► SEE STATEMENT 9 | 73,088. | |||||
| Note: If you received a Form | ||||||
| 10991NT, Form 1099O1D, | ||||||
| or substitute statement from a brokerage firm. | SUBTOTAL FOR LINE 1 | 73,088. | ||||
| list the firm’s name as the | TAX-EXEMPT INTEREST SEE STATEMENT 10 | -5,672. | ||||
| payer and enter the total interest | SEE STATEMENT 11 ABP ADJUSTMENT | -4,328. | ||||
| shown on that | 2 Add the amounts on line 1 | 63,088. | ||||
| foam | 3 Exckidable interest on series EE and I U.S. savings bonds issued after 1989. | |||||
| Attach Form 8815 | 3 | |||||
| 4 Subtract line 3 from Me 2. Enter the result here and on Form 1040k or Form 1040, line 8a ► | 4 | 63 088. | ||||
| Note: If line 4 is over $1S00 you must complete Part III | Amount | |||||
| Part II | 5 | ► List name of payer | ||||
| Ordinary | Y1 23568 UBS - | 40,340. | ||||
| Dividends | UBS - Y1 23570 | 21,805. | ||||
| UBS - Y1 23571 | 33,471. | |||||
| UBS - Y1 23574 | 20,493. | |||||
| UBS - Y1 23575 UBS - Y1 2 572 | 10,611. | |||||
| FROM K-1 - THE BLACKSTONE GROUP, LP | 54,713. 126. | |||||
| FROM K-1 - ALPHAKEYS MILLENNIUM FUND, L.L.C. | 681. | |||||
| Note: If you received a Form | ||||||
| 1094DIV or | ||||||
| substitute statement from | ||||||
| a brokerage firm. | ||||||
| list the firm’s name as the | ||||||
| payer and enter | ||||||
| the ordinary dividends shown | ||||||
| on that form. | ||||||
| 6 | Add the amounts on line S. Enter the total here and on Form 1040k or Form 1040. line 9a | 182,240. | ||||
| Note: If line 6 is over $1.500. you must complete Part III. | ||||||
| You must complete this part if you (a) had over $1.500 of taxable interest or ordinary dividends: (b) had a foreign | ||||||
| Part III | account: or (c) received a distribution from. or were a grantor of. or a transferor to. a foreign trust. | Yes | No | |||
| Foreign | 7a At any time during 2015, did you have a financial interest in or signature authority over a financial account (such | |||||
| Accounts | as a bank account, securities account, or brokerage account) located in a foreign country? See instructions | X | ||||
| and | If -Yes,’ are you required to file FinCEN Fomi 114. Report of Foreign Bank and Financial Accounts (FBAR), | |||||
| Trusts | to report that financial interest or signature authority? See WEN Form 114 and its instructions for filing | |||||
| requirements and exceptions to those requirements | X | |||||
| b If you are required to file FinCen Form 114. enter the name of the foreign country where the financial account ► UNITED KINGDOM is located | ||||||
| 8 | During 2015, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? | |||||
| 52750i 09fli5 | If you may have to file Form 3520. See instructions | X |
LHA For Paperwork Reduction Act Notice, see your tax return Instructions.¶
Interest and Dividend Summary¶
| Name: GHISLAINE MAXWELL | FEIN/SSN. | Foreign Tax Paid | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Payer | Interest | 100r441 0n U s Savings Bonds | Tax•Exempt interest | Private Activity interest | chiral issue oiumemoim | Ordinary Dividends | Qualified Dividends | Capital Gain Distributions | Foam income IAXMIMNM | State Tax Withheld | ||||||||
| BARCLAYS | 16,736. | |||||||||||||||||
| CATER ALLEN PRIVATE BANE | 5,519. | |||||||||||||||||
| IMPUTED INTEREST - LOAN FROX | ||||||||||||||||||
| TERRAMAR PROJECT | 1,515, | |||||||||||||||||
| UBS - Y1 23568 | 40,340. | 40,340. | ||||||||||||||||
| UBS - Y1 23570 | 21,805. | 88. | ||||||||||||||||
| UBS - Y1 23571 | 33,471, | 7,817. | 8,868. | |||||||||||||||
| UBS - Y1 23574 | 20.493, | 20.109. | ||||||||||||||||
| UBS - Y1 23575 | 10,611 , | 629. | ||||||||||||||||
| UBS - Y1 23572 | 54,717, | |||||||||||||||||
| UBS - Y1 23568 | 6. | |||||||||||||||||
| UBS - Y1 23571 | 1. | |||||||||||||||||
| UBS - Y1 23574 - INTEREST | 37,673. | |||||||||||||||||
| UBS - Y1 23574 - BOND PREMIUM | -51. | |||||||||||||||||
| UBS - Y1 23574 - TIE | ||||||||||||||||||
| UBS - Y1 23575 | 12, | |||||||||||||||||
| UBS - Y1 23572 | /. | |||||||||||||||||
| UBS - Y1 23680 | 17, | |||||||||||||||||
| FROM K-1 - THE BLACKSTONE | ||||||||||||||||||
| GROUP, LP | 416, | 126, | ||||||||||||||||
| FROM K-1 - CARGOMETRICS | ||||||||||||||||||
| TECHNOLOGIES LLC | ||||||||||||||||||
| FROM K-1 - ALPHAXEYS | ||||||||||||||||||
| MILLENNIUM FUND, L.L.C. | 269, | 681, | 327, | |||||||||||||||
| TOTALS | 62,196, | 182,240. | 119,551. | 9,497. |
Interest and Dividend Summary¶
| Name: GHISLAINE MAXWELL | FEIN/SSN. | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Payer | Interest | intOrOSI on Vs Savings Bonds | Tax•Exempt interest | Private Activity Interest | Ouglea’ Issue oiecoem (OM) | Ordinary Dividends | Qualified Dividends | Capital Gain Distributions | Foam income lex wirrdwio | State Tax Withheld | Foreign Tax Paid | |||||
| FROM R-1 - ALPHAKEYS | ||||||||||||||||
| MILLENNIUM FUND, L. L . C . | 893, | |||||||||||||||
| TOTALS |
04-01-15¶
Profit or Loss From Business¶
(Sole Proprietorship) ► Information about Schedule C and Its separate instructions is at www.lts.govischedulat. Ir. Attach to Form 1040, 1040NR, or 1041; partnerships generally must file Form 1065.¶
social away none:nit MOD¶
| GHISLAINE MAXWELL | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| A | Principal business or profession, including product or service (see instructions) | B EnW code from Instructions | |||||||
| CONSULTING | ► 812990 | ||||||||
| C | D Employer ID nunt (SIM. lace Newt Business name. If no separate business name, leave blank. ELLMAX, LLC | ||||||||
| E | Business address (including suite or room no.) gr. 116 EAST 65TH STREET | ||||||||
| NEW YORK, NY 11021 City, town or post office, state, and ZIP code | |||||||||
| F | (1) LxJ Cash Other (specify) ► Accrual (3) U (2) U Accounting method: | ||||||||
| 13 | Did you ‘Materially participate’ in the operation of this business during 2015? If ‘No; see instructions for limit on losses | Yes ILI No M | |||||||
| H | ff you started or acquired this business during 2015, check here | Iti• | |||||||
| I | Did you make any payments in 2015 that would require you to file Form(s) 1099? (see instructions) | M Yes O No | |||||||
| J | If ‘Yes; did you or will you file required Forms 1099? | M Yes O No | |||||||
| Part I I Income | |||||||||
| 1 | Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on Form W-2 | ||||||||
| and the -Statutory employee’ box on that form was checked | •.0 1 | ||||||||
| 2 | Returns and allowances | 2 | |||||||
| 3 | Subtract line 2 from line 1 | 3 | |||||||
| 4 | Cost of goods sold (from line 42) | 4 | |||||||
| 5 | Bross profit. Subtract line 4 from line 3 | 5 | |||||||
| 6 | Other income, including federal and state gasoine or fuel tax credit or refund (see instructions) | 6 | |||||||
| 7 | Gross income. Add lines 5 and 6 | 7 | |||||||
| Part II | I Expenses. Enter expenses for business use ofyour home | only on line 30. | |||||||
| 8 | Advertising | 8 | 18 | Office expense | 18 | ||||
| 9 | Car and truck expenses | 19 | Pension and profit-sharing plans | 19 | |||||
| (see instructions) | 9 44 | 20 | Rent or lease (see instructions): | ||||||
| 10 | Commissions and fees | 10 | a Vehicles, machinery, and equipment | 20a | |||||
| 11 | Contract labor (see instructions) | 11 | b Other business properly | 20b | |||||
| 12 | Depletion | 12 | 21 | Repairs and maintenance | 21 | ||||
| 13 | Depreciation and section 179 | 22 | Supplies (not included in Part III) | 22 | |||||
| expense deduction (not included in | 23 | Taxes and licenses | 23 | ||||||
| Part Ill) (see instructions) | 24 | Travel, meals, and entertainment | |||||||
| 14 | Employee benefit programs (other | ILL | a Travel | 24a | |||||
| than on line 19) | b Deductible meals and | ||||||||
| 15 | Insurance (other than health) | entertainment (see instructions) | 24b | ||||||
| 16 | Interest: | 25 | Utilities | 25 | |||||
| a Mortgage (paid to banks, etc.) | lea | 26 | Wages (less employment credits) | 26 | |||||
| b Other | lee | 27 a Other expenses (from tine 48) | 27a | ||||||
| 17 | Legal and professional services | 500. 17 | b Reserved for future use | 27b | |||||
| 28 | Total expenses before expenses for business use of home. Add tines 8 through 27a | 28 ► | 500. | ||||||
| 29 | Tentative profit or (loss). Subtract line 28 from line 7 | 29 | 500. | ||||||
| 90 | Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829 | ||||||||
| unless using the simplified method (see instruc ons). | |||||||||
| Simplified method filers only: enter the total square footage of: (a) your home: | |||||||||
| and (b) the part of your home used for business: | |||||||||
| 91 | Use the Simplified Method Worksheet in the instructions to figure the amount to enter on line 30 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Form 1040, line 12 (or Form 1040NR, line 13) and on Schedule SE, line 2. | ||||||||
| -500. | |||||||||
| (It you checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. 31 • if a loss, you must go to line 32. | |||||||||
| 32 | If you have a loss, check the box that describes your investment in this activity (see instructions). | ||||||||
| Invalmeni • If you checked 32a, enter the loss on both Form 1040, line 12, (or Form 1040NR, line 13) and on Schedule SE, line 2. M 3 2a Isallot/. | |||||||||
| 32b Q (If you checked the box on line 1, see the line 31 instructions). Estates and trusts, enter on Form 1041, line 3. | isSome Investrnme nol al ask | ||||||||
| • If you checked 32b, you must attach Form 6198. Your loss may be limited. |
Schedule C (Form 1040) 2015¶
5200DI II -23-15¶
LHA For Paperwork Reduction Act Notice, see the separate instructions.¶
Capital Gains and Losses¶
► Attach to Form 1040 or Form 1040NR.¶
IP,Information about Schedule D and its separate instructions is at www.ks.govischeduled ► Use Form 8949 to list your transactions for lines lb, 2, 3, 8b, 9, and 10.¶
NameN) shown on return¶
internal Revonuo Sable. Mg¶
GHISLAINE MAXWELL¶
Part I 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. | (d) Proceeds | (e) Cost | le) Adjustments to gain or loss from Form(s) 8949, Part I, line 2, column (g) | (h) Gain or (loss) Subtract column (e) from colurm (d) and combne the result with column (g) | |||
|---|---|---|---|---|---|---|---|
| This form may be easier to complete if you round off cents to whole dollars. | (sales price) | (or other basis) | |||||
| la | Totals tor al shOt.wm vanuctions repotted on Form 1099.8 tor which basis was Waled to the IRS and tor which you NWO no odyeStmentS gee thStruCtkeiN. Havant. d brat 01005910 Wort all these IRMSOCIleen on Form am. leave this bie block end go to line lb | ||||||
| lb | Totals for all transactions reported on Forrn(s) 8949 %nth Box A checked | 69,900. | 70,528. | <628. | |||
| 2 | Totals for all transactions reported on Form(s) 8949 with Box B checked | 74. | 74. | ||||
| 3 | Totals for all transactions reported on Forrn(s) 8949 with Box C checked | ||||||
| STMT 12 4 Short•term gain from Form 6252 and shortterm gain or (loss) from Forms 4684. 6781. and 8824 | 10. 4 | ||||||
| 5 | Net shoreterm gain or (loss) from partnerships. S corporations, estates, and trusts from Schedule(s) K.1 | 5 | <7. | ||||
| 6 | Shoreterm capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions | 6 | 178,6324 ( | ||||
| 7 | Net short-term capital gain or (loss). Combine linest a through 6 in column (h). If you have any longterm capital gains or losses. go to Part II below. OtherwisA go to Part III on_page 2 _ | 7 | <179,183. |
Partll Long-Term Capital Gains and Losses - Assets Held More Than One Year¶
| LHA For Paperwork Reduction Act Notice, see your tax return instructions. | Schedule D (Form 1040) 2015 | |||||
|---|---|---|---|---|---|---|
| Pan III on page 2 | 15 | <6,119,108. | ||||
| Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to | ||||||
| Worksheet in the instructions | 14 ( | 6,208,1374 | ||||
| Longterm capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover 14 | ||||||
| Capital gain distributions | SEE STATEMENT 16 | 13 | 9,497. | |||
| Net longterm gain or (loss) from partnerships. S corporations, estates, and trusts from Schedule(s) K-1 | 12 | 1,477. | ||||
| Gain from Form 4797, Part I; longterm gain from Forms 2439 and 6252: and long-term gain or (loss) 11 SEE STATEMENT 13 from Forms 4684. 6781. and 8824 SEE STATEMENT 15 | 362. | |||||
| 8949 with Box F checked | ||||||
| 8949 with Box E checked Totals for all transactions reported on Forrn(s) | 232,220. | 244,272. | <12,052. | |||
| Totals for all transactions reported on Forrn(s) | ||||||
| 8949 with Box D checked | 3,210,287. | 3,120,573. | 31. | 89,745. | ||
| Totals for all transactions reported on FomXs) | ||||||
| Totals tor al Ion/Item tranaapl0nsrpM.ed us Form 10998 tor which basis was reported to the IRS anti tor wN01 you Mem no odyeStmentS (see IrotruCtlaset. Rower. 8 you 0 . 008080 Nam ON these tranSOCISMS On Fpm 5849. %five this ihe blare end go to line 8b | ||||||
| This form may be easier to complete if you round off cents to whole dollars. | (sales price) | (or other basis) | to gain or loss from Foms) 8949, Part II, Me 2, column (g) | from column (d) and combne the result with column (g) | ||
| See instructions for how to figure the amounts to enter on the lines below. | (d) Proceeds | (e) Cost | (9) Adjustments | (h) Gain or (loss) Subtract column (e) | ||
CAB No 1545.DOTA 2015 Attachment An Sequence No. et¶
Ott Soya secteity number¶
Part Summary¶
| 18 | Combine lines 7 and 15 and enter the result | 16 | <6,298,291.> |
|---|---|---|---|
| If 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. If line 16 is a loss, skip fines 17 through 20 below. Then go to line 21. Also be sure to complete • line 22. If line 16 is zero, skip lines 17 through 21 below and enter on Form 1040. line 13. or Form • 1040NR. line 14. Then go to line 22. | |||
| 17 | Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22. | ||
| 18 | Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions | 18 | |
| 19 | Enter the amount, if any, from line 18 of the Unrecaptured Section 1260 Gain Worksheet in the instructions ► | 19 | |
| 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 | If line 16 is a loss, enter here and on Form 1040. line 13. or Form 1040NR. line 14, the smaller of: | ||
| SEE STATEMENT 17 The loss on line 16 or • ($3.000). or if married filing separately. ($1.500) • } | 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 Fonn 1040NR. line 10b? | ||
| 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) 2015¶
| Form | 8949 |
|---|---|
| MpanmertIolmelmstrwr Internar Retenta Service |
Sales and Other Dispositions of Capital Assets¶
Po Information about Form 8949 and its separate instructions is at www.irs.gov/form8949. gri. File with your Schedule D to list your transactions for lines lb. 2, 3.8b. 9, and 10 of Schedule D.¶
Attachmen: A a .¶
Senrcnre No I LA Name(s) shown on return Social security number or taxpayer identification no.¶
GHISLAINE MAXWELL¶
Before you check Box A. B. or C below. see whether you received any Formfs) 1099-B or substitute statements) from your br er. su slue statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.¶
I Part I 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 al short.temi transactions reported on Form(s) 1099.8 showing oasis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D. kne It you aren’t reguted to report these transactions on Flom 8949 (see instructions).¶
You must check Box A, B, or below. Check only one box. a MOM than one box *plies ler your Seetn.terM tranSaCtlens, complete a separate Form 8949. page 1, lot each applicable boxn It ou heve more snat-Nrm transactions Man will lit on this page to ale or more or the boxes. complete as many rams wan the sane pox checked as you need.¶
LXJ (A) Short-term transactions reported on Form(s) 1099G showing basis was reported to the IRS (see Note above)¶
(B) Short-term transactions reported on Form(s) 1099G showing basis was not reported to the IRS¶
i_i (4.4 nort-term transactions not reponea to you on rorm 1 UUU-li¶
| 1 | (a) Description of property (Example: 100 sh. XYZ Co.) | (b) Date acquired (Mo day. yr.) | (e) Date sold or disposed of (Mo day. yr.) | (d) Proceeds (sales price) | (e) Cost or other basis. See the Note below and see Column (e) in the instructions | Pa (I) Code(s) | Adjustment, if any, to gain or If you enter an amount in colcou_lunmi (9), entsra code in m (f . See Instructions. (9) of A djusigen’t a | (h) Gain or (loss). Subtract column (e) column (d) 8 from combine the result with column (9) | |
|---|---|---|---|---|---|---|---|---|---|
| UBS Y1 23574 - | |||||||||
| SEE STATEMENT D-1 UBS Y1 23571 - | 17. | 3.M | O. | 14. | |||||
| SEE STATEMENT D-2 | 38,696 | 40,20T)1 | 0. | <1,510. | |||||
| UBS Y1 23568 - | |||||||||
| SEE STATEMENT D-3 | -1,545. | 0.M | O. | 2,545. | |||||
| UBS Y1 23570 - | |||||||||
| SEE STATEMENT D-4 | 21711-5-. | 28,107.M | O. | <872. | |||||
| UBS Y1 23572 - | |||||||||
| SEE STATEMENT D-5 | T,407. | 2,212.M | O. | <805. | |||||
| 2 Totals. Add the amounts in columns (d). (e), (9) 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 | |||||||||
| ’lob | 69,900. | 70,528. | <628. | ||||||
| above is checked). or line 3 (if Box C above is checked) |
Note: If you checked Box A above but the basis reported to the IRS was incorrect. en er in column (e) the basis as reported to the IRS. 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.¶
| Form | 8949 |
|---|---|
| Oepatiment 0 | Iroaray instals FUrng’pa Servos |
Sales and Other Dispositions of Capital Assets¶
Po Information about Form 8949 and its separate instructions is at www.irs.gov/form8949. Ow File with your Schedule D to list your transactions for lines lb. 2, 3.8b. 9, and 10 of Schedule D.¶
AttadliThan: A a .¶
Sallacnro NO I cm Name(s) shown on return Social security number or taxpayer Identification no.¶
GHISLAINE MAXWELL¶
Before you check Box A. B. or C below. see whether you received any Formfs) 1099-B or substitute statements) from your br er. su slue statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.¶
I Part I I 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 al short.temi transactions reported on Form(s) 1099.8 Shay/Mg basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D. kne Ia. you aren’t reguted to report these transactions on Fenn 8949 (see instructions).¶
You must check Box A, B, or below. Check only one box. a MOM than one box enrollee to your SPC4.10,MIllagaCtiOnS. complete a separate Fain 8949. page 1, 10t eadi applicable It ou teve mote shat-tam transactions man will lit al mis page to coact mote 01 the boxes. complete as many tams vain the sane box checked as you new¶
(A) Short-term transactions reported on Form(s) 1099G showing basis was reported to the IRS (see Note above)¶
(B) Short-term transactions reported on Form(s) 1099G showing basis was not reported to the IRS¶
i_i (44 nort-term transactions not reportea to you on rorm 1UUU-li¶
| 1 | (a) Description of property (Example: 100 sh. XYZ Co.) | (b) Date acquired (Mo day. yr.) | (e) Date sold or disposed of (Mo day. yr.) | (d) Proceeds (sales price) | (e) Cost or other basis. See the Note below and see Column (e) in the instructions | Pa M Code(s) | Adjustme t, if any, to gain or If you enter an amount in column (g), enter a code in column (f . See instructions. (9) of A a.iljulinten’t | (h) Gain or (loss). Subtract column (e) from column (d) & combine the result with column (9) |
|---|---|---|---|---|---|---|---|---|
| UBS Y1 23572 - | ||||||||
| SEE STATEMENT D-5 | 74. | 0.M | 0. | 74. | ||||
| 2 | Totals. Add the amounts in columns (d). (e), (9) 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 | 74. | 74. | ||||||
| above is checked), or line 3 (If Box C above is checked) | ‘lob |
Note: If you checked Box A above but the basis reported to the IRS was incorrect. en er in column (e) the basis as reported to the IRS. 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.¶
Form 8949 (2015) 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¶
Before you check Box O. E. or F below. see whether you received any Form(s)1099-B or substitute statement(s) from your br er. su siue statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your¶
GHISLAINE MAXWELL¶
taxpayer Identification no.¶
| GMT SLAINE MAXWELL | ||||||||
|---|---|---|---|---|---|---|---|---|
| Before you check Box O. E. or F below. see whether you received any Form(s)1099-B or substitute statement(s) from your br er. statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. | su siue | |||||||
| Part IIILong-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 al long-term transactions reported on Form(s) 1099.8 showing bases was reported to the IRS and tar whtch no adjustments or codes are required. Enter the totals directly on Schedule D. line 8a: you aren’t required to report these transactions on Form 8949 (see instructions). | ||||||||
| You must check Box D, E, or F below. Check only one box. F MVO than One box apples rot your long-term !react Itiyotbave mem longterm tonsactions man x111 to on Inc bags sot ono co mote 01me boxes. complete as many terms wen me same box ChOCNE00 as you newt | ins. complete a newel* FOOT 5949. pogo 2. tot each applicable box. | |||||||
| (D) Longterm transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) | ||||||||
| (E) Long-term transactions reported on Form(s) 1099-B showing basis was not reported to the IRS | ||||||||
| l_i (F) Longterm transactions not reported to you on Form 1099 8 | ||||||||
| 1 | (a) | (b) | (e) | (d) | (e) | Adjustment, if any, to gain or loss. If you enter an amount | (h) | |
| Description of property | Date acquired | Date sold or | Proceeds (sales price) | Cost or other basis. See the | in column (g), enter a code in | Gain or (loss). Subtract column (e) | ||
| (Example: 100 sh. XYZ Co.) | (Mo day, yr.) | disposed of (Mo day. yr.) | Note below and | column (f . See Instructions. | from column (d) Si | |||
| see Column (e) in the instructions | (11 crocos) | (9) Amount of | combine the result with column (9) | |||||
| adjustment | ||||||||
| UBS Y1 23574 - | ||||||||
| SEE STATEMENT D-1 | 232,131. 244,‘572.M | 0. <12,141. | ||||||
| UBS Y1 23574 - | ||||||||
| SEE STATEMENT D-1 | 89. | 0.M | O. | 89. | ||||
| 2 | Totals. Add the amounts in columns (d). (e), (9) 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) | Igo | 232,220. | 244,272. | <12,052. | ||||
| Note: If you checked Box D above but the basis reported to the IRS was incorrect. en er in column (e) the basis as reported to the IRS. and enter an |
Form 8949 (2015) 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 no.¶
adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.¶
523012 12 02.15 Form 8949 (2015)¶
Qualified Dividends and Capital Gain Tax Worksheet - Line 44 Keep for Your Records¶
| Nameis) shown on return GHISLAINE MAXWELL | Your SSN |
|---|---|
| Before you begin: I See the 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. I If you do not have to file Schedule D and you received capital gain distributions, be sure you I checked the box on line 13 of Form 1040. | |
| 1. Enter the amount from Form 1040. line 43. However, if you are filing Form | |
| 2555 or 2555EZ (relating to foreign earned income), enter the amount from | |
| 73,771. line 3 of the Foreign Earned Income Tax Worksheet 1. | |
| 119,551. 2. 2. Enter the amount from Form 1040. line 9b• | |
| 3. Are you filing Schedule Dr | |
| ®Yes. siva us smaller et lira is or ism Schedule 0. If elMet lino IS of line 16 Is 0. blank a a loss. ante 4’ C I No. Enke IN amount from Form 1040. lino 13 | |
| 119,551. 4. Add lines 2 and 3 4. | |
| 5. If filing Form 4952 (used to figure investment | |
| interest expense deduction), enter any amount 0. | |
| from line 4g of that form. Otherwise, enter 0. 5. 119,551. 6. Subtract line 5 from line 4. If zero or less. enter 0. | |
| 6. 7. Subtract line 6 from line 1. If zero or less, enter 0. | 0 . |
| 7. & Enter. | |
| $ 37.450 if single or married filing separately, | |
| 37,450. $ 74.900 if manled filing jointly or qualifying widow(er). 8. | |
| 50200 if head of household. | |
| 37,450. 9. 9. Enter the smaller of line 1 or fine 8 | |
| 10. Enter the smaller of line 7 or line 9 10. | 0 . |
| 37,450. 11. Subtract line 10 from line 9. This amount is taxed at 0% 11. | |
| 73,771. 12. Enter the smaller of line 1 or line 6 12. | |
| 37,450. 13. Enter the amount from line 11 13. | |
| 36,321. 14. 14. Subtract line 13 from line 12 | |
| 15. Enter. | |
| $ 413200 if single, | |
| 413,200. $ 232,425 if manled filing separately. 15. | |
| $ 464.850 if manled filing jointly or qualifying widow(er). | |
| $ 439.000 if head of household. | |
| 73,771. 16. Enter the smaller of line 1 or line 15 16. | |
| 37,450. 17. Add lines 7 and 11 17. | |
| 36,321. 18. Subtract line 17 from line 16. If zero or less. enter .0. 18. | |
| 36,321. 19. Enter the smaller of line 14 or Ine 18 19. | |
| 20. Multiply line 19 by 15% (0.15) 73,771. | 5,448. 20. |
| 21. Add lines 11 and 19 21. | 0 . |
| 22. Subtract line 21 from line 12 22. 23. Multiply line 22 by 20% (0.20) | 0. 23. |
| 24. Figure the tax on the amount on line 7. If the amount on line 7 is less than $100.000. use the Tax Table to | |
| figure the tax. If the amount on line 7 Is $100,000 or more, use the Tax Computation Worksheet | 0. 24. |
| 25. Add lines 20, 23, and 24 | 5,448. 25. |
| 26. Figure the tax on the amount on line 1. If the amount on line 1 Is less than $100.000, use the Tax Table to | |
| figure the tax. If the amount on Me 1 is $100.000 or more, use the Tax Computation Worksheet | 14,238. 26. |
| 27. Tax on all taxable Income. Enter the smaller of line 25 or fine 26. Also include this amount on Form | |
| 1040. line 44. If you are filing Form 2555 or 255.5•EZ, do not enter this amount on Form 1040. line 44. | |
| Instead, enter it on line 4 of the Foreign Earned Income Tax Worksheet | 5,448. 27. |
| ‘If you are filing Form 2555 or 2555-EZ see the footnote in the Foreign Earned Income Tax Worksheet before completing this line. |
SCHEDULE E¶
Supplemental Income and Loss¶
| (Form 1040) | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No | |||||||||||||
| 0.1V | |||||||||||||
| LJ | |||||||||||||
| U | |||||||||||||
| 2015 (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) ► Attach to Form 1040, 1040NR, or Form 1041. DOIX•11110.1101 the I mousy Alt4:fmkit Saguia(‘Co No 13 ► Information about Schedule E and its separate instructions is at wwwits.govischedulee. Internal Revenue Service KR) Name(s) shown on return Your social security number GHISLAINE MAXWELL pan I I Income or Loss From Rental Real Estate and Royalties Note: If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). If you are an individual, report farm rental income or loss from Form 4835 on page 2. line 40. LIU No A Did you make any payments in 2015 that would require you to file Form(s) 1099? (see instructions) U Yes 0 B If ‘Yes.’ did you or will you file required Forms 1099? 0 Yes la Physical address of each property (street. city, state. ZIP code) A THE BLACKSTONE GROUP, LP - ROYALTY B C lb 2 For each rental real estate property listed Type of Property Fair Rental Personal Use Days above, report the number of fair rental and Days (from list below) personal use days. Check the WV box 6 A A only if you meet the requirements to file as a qualified joint venture. See instructions. B B C C Type of Property: 3 Vacation/Short•Term Rental 5 Land 7 Self Rental I Single Family Residence 6 Royalties 2 Multi•FamiN Residence 4 Commercial 8 Other describe Income: Properties: C B I A 3 3 Rents received . ,,, ,,, ,,,,,,,,, ,,, , , 9. 4 4 Royalties received ,,, ,, ,,,, ,,, , , Expenses: 5 Advertising 5 6 Auto and travel (see instructions) 6 7 Cleaning and maintenance 7 8 8 Commissions — 9 9 Insurance 10 Legal and other professional fees 10 11 11 Management fees Mortgage interest paid to banks, etc 12 ee instructions) 12 13 13 Other Interest 14 14 Repairs 15 Supplies 15 16 16 Taxes Utilities 17 17 18 Depreciation expense or depletion 18 OtherpstAlli.ETMT 18 6. 19 19 6. Total expenses. Add lines 5 through 19 20 20 Subtract line 20 from line 3 (rents) and/or 4 (royalties). If result Is a 21 3. (loss). see instructions to find out if you must file Form 6198 21 Deductible rental real estate kiss after IMitation, if any, on 22 22 ( I Form 8582 (see instructions) ) | U | ||||||||||||
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