E Department of the Treasury—Internal Revenue Servfce (99) g’

L2 US. Individual Income Tax Return 0MB No. 1545-0074 IRS UseOnly—Do notwriteotstaple in this space.

FortheyearJan. 1—Dec. 31, 2016, orothertax yearbeginning , 2016 ending 20 See separate instructions.
Your first name and initial Last name - - Your social security number
Gregory W Abbott
If a joint retum, spouse’s first name and initial Last name Spouse’s social security number

Cecilia P Abbott
Home address (number and street). If you have a P.O. box, see instructions. I Apt no
A Make sure the SSNfs) above
and on line 6c are correct.
-
1010 Colorado St
Cfty town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign
Ch5Ck h5fe if you, or your spouse if filing
Aus t in TX 78701
,oinfly, want $3 to go to this fund. Checking
Foreign country name Foreign province/state/county Foreign postal code
a tox teiow will not change yourtax or
refund.
I
LI You J Spouse

Single 4 El Head of household (with qualifying person). (See instructions.) If

Filing Status
2 1 Married filing jointly (even if only one had income) the qualifying person is a child but not your dependent, enter this

Check only one 3 El Married filing separately. Enter spouse’s SSN above child’s name here.
box. and full name here. j Qualifying widow(er) with dependent child 5
6a J YourselL If someone canclaim you as a dependent, do not check box 6a Boxes checked . . . . .

Exemptions on6aand6b 2
b 1 Spouse J No. of children
C Dependents: (2) Dependent’s (3) Dependent’s (4) if child under age 7 on 6c who:
for child tax credit • lived with you 1
Last name social security number relationship to you
(see instructions) • did not live with
(1) First name
you due to divorce
AUDREY ABBOTT Daughter U or separation
If more than four (acc instructions)
dependents, see — - - —--—
Dependents on 6c
instructions and LI not entered above
checkhere — -._. - ] LI
Addnumberson jjj
U Total number of exemptions claimed . lines above
7 Wages, salaries, tips, etc.Attach Form(s) W-2 7 116 , 481.
Income 8a 14.
8a Taxable interest. Attach Schedule B if required

Attach Form(s)
b Tax-exempt interest. Do not include on line 8a . . .
t Bb I
9a Ordinary dividends. Attach Schedule B if required . 9a 2 203.
W-2 here. Also
attach Forms b Qualified dividends I I .

W-2G and 10 Taxable refunds, credits, or offsets of state and local income taxes 10
1099-R if tax Alimony received 11
was withheld.
12 Business income or (foss). Attach Schedule C or C-EZ 12
13 Capital gain or (toss). Attach Schedule D if required. If not required, check here Q 13 — 3 , 000.
If you did not 14 Other gains or (losses). Attach Form 4797 14
get a W-2,
15a IRA distributions 15a b Taxable amount . . . 15b
see instructions.
.

16a Pensions and annuities 16a b Taxable amount . . . 16b

I7 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17 0.
18 Farm income or (loss). Attach Schedule F 18
19 Unemployment compensation 19

20a Social security benefits j2Oa I b Taxable amount . . 20b

21 Other income. List type and amount 21
22 Combine the amounts in thefar right cohJmn for lines 7 through 21.Ths is your total income 22 115,698.
23 Educatorexpenses 23
Adjusted 24 Certain business expenses of reservists, performing artists, and
Gross fee-basis govemment officials. Attach Form 2106 or 2106-EZ 24
Income 25 Health savings account deduction. Attach Form 8889 25

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 . 28

29 Self-employed health insurance deduction 29 . . .

30 Penalty on early withdrawal of savings 30

31a Alimony pd b Recipient’s SSN 31a

32 IRAdeduction 32
33 Student loan interest deduction 33
34 Tuition and fees. Attach Form 891 7 34
35 Domestic production activities deduction. Attach Form 8903 35
36 Add lines 23 through 35 36
37 Subtract line 36 from line 22. This is your adjusted gross income 37 ]5 , 698.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. BAA REV 01125117 PRO Form 1040 (2016)
Form 1040 (2016) Page 2

38 Amount from line 37 (adjusted gross income) 38 115, 698.

39a Check I You were born before January 2, 1952, fl Blind. Total boxes
Tax and f

if: Q Spouse was born before January 2, 1952, checked 39a El Blind. I
Credits
b Ifyour spouse itemizes on a separate return or you were a dual-status alien, check here 3gbIj
Standard Itemized deductions (from Schedule A) or your standard deduction (see left margin) . 40 16,560.
Deduction
Subtract line 40 from line 38 99,138.
for— _j

.
People who 42 Exemptions. If line 38 is $155,650 or less, multiply $4,050 by the number on line Gd. Otherwise, see instructions
-- .
12,150.
check any
Taxable income. Subtract line 42 from line 41 . If line 42 is more than line 41 , enter -0- . $6,988.
box on line
39aor39bor 44 Tax (see instructions). Check )1 any from: a J Form(s) 8814 b E Form 4972 c LI -.—
13,241.
who can be
claimed as a 45 Alternative minimum tax (see instructions). Attach Form 6251 --
0.
dependent,
see Excess advance premium tax credit repayment. Attach Form 8962 46
instructions.
AddIines44,45,and46 47 13,241.
.
All others:
Foreign tax credit. Attach Form 1 1 16 if required . . . 48 21.
Single or
Married filing 49 Credit for child and dependent care expenses. Attach Form 2441 49
separately,
$6300 50 Education credits from Form 8863, line 19 50 1,500.
Married fiLing 51 Retirement savings contributions credit. Attach Form 8880 51
jointly or
Quallfyin9 52 Child tax credit. Attach Schedule 881 2, if required . 52
wsdow(er),
Residential energy credits. Attach Form 5695 . . 53
$12600

Head of 54 OthercreditsftomForm: a LI 3800 b j $801 c LI 54 3 Q52.

household,
Add lines 48 through 54. These are your total credits 55 4,573.
$9300
___ 56 Subtract line 55 from line 47. II tine 55 is more than line 47, enter -0- 56 8,668.
57 Self-employment tax. Attach Schedule SE . 57

Other Unreported social security and Medicare tax from Form: a LI 41 37 b LI 891 9 . . 58
Additional tax on lRAs, other quallfied retirement plans, etc. Attach Form 5329 if required . 59
Taxes 60a Household employment taxes from Schedule H 60a

b First-time homebuyer credit repayment. Attach Form 5405 if required SOb

61 Health care: individual responsibility (see instructions) Full-year coverage Li
62 Taxes from: a LI Form 8959 b LI Form 8960 c LI Instructions; enter code(s) 62
63 Add tines 56 through 62. This is your total tax .. 63 8, 668.
Payments 64 Federal income tax withheld from Forms W-2 and 1099 64 . 25 , 021.
2016 estimated tax payments and amount applied from 2015 return 65
jja Earned income credit (EIC)
child, attach b Nontaxable combat pay election 66b I
Schedule EIC. 67 Additional child tax credit. Attach Schedule 8812 67
American opportunity credit from Form 8863, line 8 68 . 1, 000.
Net premium tax credit. Attach Form 8962 69
Amount paid with request for extension to file 70
Excess social security and tier 1 RRTA tax withheld 71 . . .

Credit for federal tax on fuels. Attach Form 4136 72 . . .

CteditsftomForm: aLI2439bLIReried cLI8885 uLI 73

Add tines 64, 65, 66a, and 67 through 73. These are your total payments 74 26 021
,

Refund 75 If line 74 is more than line 63, subtracthne63 from tine 74. This is the amount you overpaid 75 17 , 33.
76a Amount of line 75 you want refunded to you. If Form 888$ is attached, check here LI . ma 17 , 33.
Direct depositS’ b Routmg number ,- 1
c Type J Checking LI Savings ‘

See dAccountnumber L. . . I . . .

—
instructions.
77
. .

Amount ofline 75 you want applied to your 2017 estimated tax 77

. -

1 .

Amount 78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions 78
You Owe 79 Estimated tax penalty (see instructions) 79 . .
I 1
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? J Yes. Complete below. LI No
Designee’s Phone Personal identification
Designee
— --
name no. number (PIN)
Under penalties of per(ury, declare that have examined this return and accompanying schedufes and statements, and to the best of my knowle ge and be’ief, they are true, correct, and
Sig n accurately list all amounts and sources of income f received during the tax year. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
H ere Your signature Date Your occupation Daytime phone number
Joint return? See
instructions. -. —-
Governor
Keep a copy for Spouse’s signature. If a loint retum, both must sign. Date Spouse’s occupation lfthe IRS sent you an Identity Protection
yourrecords. PIN, enterrt
First Lad 2 here(eetnst.)
—

Phnt/Type preparer’s name Preparer’s signature Date PTIN

Paid Check LI
self-employed
Preparer -

Firm’s name Firm’s EN

Use Only
Firm’saddress - Phoneno.
www.irs.gov/formlO4O REv 01125/17 PRO Form 1 040 (2016)
SCHEDULEA I 0MB No. 1545-0074
(Form 1040) I
Itemized Deductions
Information about Schedule A and its separate instructions is at wwwirs.govfschedulea. ©Ii
Depament ofthe Treasu Attachment
Internal Revenue Service (99) I Affach to Form I 040. Seauence No. 07
Name(s) shown on Form 1 040 Your social securfty number

Gregory W & Cecilia P Abbott

Caution: Do not include expenses reimbursed or paid by others.
Medical I Medical and dental expenses (see instructions) 1 12 , 523.
and 2 Enter amount from Form 1040, line 38 2 (
115 698. ,

Dental 3 Multiply line 2 by 10% (010). But if either you or your spouse was
Expenses born before January 2, 1952, multiply line 2 by 7.5% (0.075) instead 3 11 570.
4 Subtract ne 3 from tine 1 If line 3 is more than line I enter-0-
.
, 4 953.
Taxes You 5 State and local (check only one box):

Paid a El Income taxes, or j 5 1 , 560.

b i General sates taxes
6 Real estate taxes (see instructions) 6

7 Personal property taxes 7

8 Other taxes. List type and amount
8
-
9 AUdlines5through8 9 1,560.
Interest 10 Home mortgage interest and points reported to you on Form 1098 10
You Paid I I Home mortgage interest not reported to you on Form 1 098. If paid
to the person from whom you bought the home, see instructions
Note: and show that person’s name, identifying no. and address
,

Your mortgage
interest
deduction may 11
be limited (see 12 Points not reported to you on Form 1098. See instructions for
instructions). 12
special rules
13 Mortgage insurance premiums (see instructions) 13
14 Investment interest. Attach Form 4952 if required. (See instructions.) 14 47.
-
I 5 Add ilnes 1 0 through 1 4 15 47.’
Gifts to 16 Gifts by cash or check. If you made any gift of $250 or more,
Charity see instructions i 14 , ooo.
If you made a 1 7 Other than by cash or check. If any gift of $250 or more, see
gift and got a instructions. You must attach Form 8283 if over $500 . .
17
benefit for it, 18 Carryover from prior year 18 •

seeinstructions. 14,000.
Addlinesl6throughl8 . - . . . . .. .

Casualty and
Theft Losses 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) 20
Job Expenses 21 Unreimbursed employee expenses—job travel, union dues,
and Certain job education, etc. Attach Form 21 06 or 21 06-EZ if required.
Miscellaneous (See instructions.) AttorneyLice . 300.
Deductions 22 Tax preparation fees 22
23 Other expenses—investment, safe deposit box, etc. List type
and amount Expenses from Schedule ts) K-i
23 4.
24 Add lines 21 through 23 24 304.
25 Enter amount from Form 1040, line 38 [251 115 698. ,

26 Multiply line 25 by 2% (0.02) 26 2 , 3i4.

27 Subtract li from line 24. If line 26 is more than line 24, enter -0- 27 0.
Other 28 Other—from list in instructions. List type and amount
Miscellaneous
Deductions - -

28
Total 29 lsFormlO4O,line38,over$155,650?
Itemized 1 No. Your deduction is not limited. Add the amounts in the far right column
Deductions for tines 4 through 28. Also, enter this amount on Form 1 040, line 40. . 29 i6 , s 60.
Li Yes. Your deduction may be limited. See the Itemized Deductions
Worksheet in the instructions to figure the amount to enter.
30 lf you elect to’itemize deductions even though they are less than your standard
deduction, check here
—
- . . . .
El
For Paperwork Reduction Act Notice, see Form 1040 instructions. BAA REV 01/25/17 PRO Schedu’e A (Form 1040) 2016
SCHEDULE B 0MB No. 15450074

(Form 1040A or 1040)

Interest and OrdInary Dividends
(Rev. January 2017)
Atach to Form fO4OA or 1040 ©16

Attachment
Department of the Treasury
nternal Revenue Service (99)
Information about Schedu’e B and its instructions is at www.irs.govlscheduleb. Sequence No.08

Name(s) shown on retum -

Your socia’ security number
Gregory W & Cecilia PAbbott
Part I I List name of payer. If any interest is from a seller-financed mortgage and the
Amount • •

buyer used the property as a personal residence, see instructions on back and list
Interest this interest first. Also, show that buyers social security number and address

Wells Fargo ii.

Charles Schwab i.
(See Thsttuctions Powershares 1DB Commodity Index 2
onbackandthe
instructions for
Form 1 040A, or
Form 1 040, 1

line 8a.)

Note: lfyou

received a Form

1 099-INT, Form

1099-OlD, or

substitute

statementfrom
a brokerage firm,
list the firm’s
name as the 2 Add the amounts on line 1 2 14.
payer and enter .

the totaf interest Excludable interest on series EE and I U.S. savings bonds issued after 1989.
shown on that Attach Form 8815 3

form. 4 Subtract line 3 from line 2. Enter the result here and on Form 1 040A, or Form
1040,line8a 4 14.
-
Note: If line 4 is over $1 500, youmust complete Part Ill. Amount

Part II 5 List name of payer Ch 18.

Fidelity Investments 2,185.
Ordinary
Dividends
(See instructions
on back and the
instructions for
Form 1 040A, or
FormlO4O, 5
line 9a)

Note: If you
received a Form
1099-DIVor
substitute
statement from
a brokerage firm,
Iistthefirm’s
nameasthe
payer and enter
theordinary
6 Add the amounts on line 5. Enter the total here and on Form 1040A or Form
dividends shown
on that form. 1 040, line 9a 6 2 203.
,

Note: If line 6 is over $1 ,500, you must complete Part Ill.

You must complete this part if you (a) had over $1 500 of taxable interest or ordinary dividends; (b) had a
N0
foreign account; or (c) received a distribution from,or were a grantor of, or a transferor to, a foreign trust.

Part lit Za At any time during 201 6, 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
Foreign country? See instructions x
Accounts . . .

If Yes, are you required to file FinCEN Form 1 1 4, Report of Foreign Bank and Financial
. . .

and Trusts Accounts (FBAR), to report that financial interest or signature authority? See FInCEN Form 114
(See and its instructions for filing requirements and exceptions to those requirements
structions on
b tf you are required to file FInCEN Form 1 1 4, enter the name of the foreign country where the
ac .)
financial account is located
8 During 2016, did you receive a distribution from, or were you the grantor of, or transferor to, a
foreign trust? if “Yes,” you may have to file Form 3520.See instructions on back x
For Paperwork Reduction Act Notice, see your tax return instructions. REV 01/25/17 PRO
Schedule B (Form 1040A or 1040) 2016
SCHEDULED 0MB No. 1545-0074
(Form 1040) Capital Gains and Losses
Attach to Form 1040 or Form IO4ONR. ©16

Department of the Treasury Information about Schedule D and its separate instructions is at www.irs.govlschedu!ecL Attachment
Internal Revenue Service (99) Use Form 8949 to list your transactions for lines 1 b, 2, 3, 8b, 9, and I O Sequence No. 12
Name(s) shown on return Your social security number
Gregory W & Cecilia P Abbott

S. Short-Term Capital Gains and Losses—Assets Held One Year or Less

See instructions for how to figure the amounts to enter on the f) {h) Gain or Qoss)
lines below. (d) fe) Adjustments Subtract column (a)
. . .
Proceeds Cost to gaIn or loss from from column (d) and
This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Part I, combine the result with
whole dollars. line 2, column fg) column (g)

Ia Totals for all short-term transactions reported on Form

1 099-B for which basis was reported to the iRS 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 to line 1 b
lb Totals for all transactions reported on Form(s) 8949 with
BoxAchecked -4,474.
2 Totals for alt transactions reported on Form(s) 8949 with
--
Box B checked
-

3 Totals for all transactions reported on Form(s) 8949 with

BoxGchecked

4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781 and 8824 4 35.
5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s)K-l 5
6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover
Worksheetintheinstructions 6 t 145,645.
7 Net short-term capital gain or (loss). Combine lines 1 a through 6 in column (h). If you have any tong-
--
term capital gains or losses, go toPaft It below. Otherwise, go to Partill on the back -150 , 071.

j Long-Term Capital Gains and Losses—Assets Held More Than One Year

See instructions for how to figure the amounts to enter on the fg) (h) Gain or Qoss)
lines below. (d) fe) Adjustments Subtract column (a)
. . .
Proceeds Cost to gain or loss from from column (d) and
This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Part II, combine the result with
whole dollars. line 2, column (g) column (g)

Se Totals for all long-term transactions reported on Form

1 099-B for which basis was reported to the iRS 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 to line 8b .

8b Totals for all transactions reported on Form(s) 8949 with

BoxDchecked . 2,424.
—

9 Totals for all transactions reported on Form(s) 8949 with

BoxEchecked
10 Totals for all transactions reported on Form(s) 8949 with
BoxFchecked
11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss)
from Forms 4684, 6781 , and 8824 11 S2.

12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-i 12

13 Capital gain distributions. See the instructions 13 207.

1 4 Long-term capital loss carryover. Enter the amount, if any, from line 1 3 of your Capital Loss Carryover
Worksheet in the instructions 14 ( 27 , 544 .

15 Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to Part Ill on
the back . . . . . 15 - 2 4 , 861.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 01/25/17 PRO Schedule D (Form 1040) 2016
SchedueD(Form1O4O)2O16 Page 2

I;F;1pI Summary

16 Combinelines7andl5andentertheresuft 16 -174,932.

. If line 16 is a gain, enter the amount from line 16 on Form 1040, line 13, or Form 1O4ONR, line
14. Then go to line 17 below.
. If line 1 6 is a loss, skip lines 1 7 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 -0- on Form 1040, line 13, or Form
1O4ONR, line 14. Then go to line 22.

77 Are lines 15 and 16 both gains?

LI Yes. Go to line 18.
No. Skip lines 1 8 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 1250 Gain Worksheet in the
instructions 19

20 Are lines 18 and 19 both zero or blank?

LI Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Form 1040, line 44 (or in the instructions for Form 1O4ONR, line 42). Dont complete lines
21 and 22 below.

LI No. Complete the Schedule D Tax Worksheet in the instructions. Don’t complete lines 21
and 22 below.

21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1O4ONR, line 14, the smaller of:

. The loss on line 16 or 21 ( 3 , .

S ($3,000), or if married filing separately, ($1 ,500)

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 lOb?

j Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Form 1040, line 44 (or in the instructions for Form 1O4ONR, line 42).

U No. Complete the rest of Form 1040 or Form 1 O4ONR.

REV 01125117 PRO Schedute D (Form 1040) 2016

 I 0MB No. 1545-0074
Form 8949
Sales and Other Dispositions of Capital Assets
information about Form 8949 and its separate instructions is at wwwirs.govIfcnnB949. [
© 6

Department ofthe Treasury

internal Revenue Service
Name(s) shown on return
I File with your Schedule D to list your transactions for lines lb, 2, 3, 8b, 9, and 10 of Schedule Ii I Attachment
Seauence No.
Social security number or taxpayer identification number
I 2A

Gregory W & Cecilia P Abbott

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 will show whetheryour basis (usuallyyour cost) was reported to the IRS by your
broker and may even tell you which box to check.
1r;i• Short-TermS Transactions involving capitalassets 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) 1 099-8 showing basis was
reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on
-
Schedule D, line la; you aren’t required to report these transactions on Form 8949 (see instructions).
You must check Box A, B, or C betow Check only one box If more than one box applies for your short-term transactions,
complete a separate Form 8949, page 1 for each applicable box. If 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.
(A) Short-term transactions reported on Form(s) 1 099-B showing basis was reported to the IRS (see Note above)
LI (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
El (C) Short-term transactions not reported to you on Form 1 099-B -

Adjustment, if any, to gain or loss.

(e) If you enter an amount in column (g), (h)
fc) (ci) Cost or other basis. enter a code in column (fi. Gain or (Loss).
(a) (b) Proceeds See the Note below e th separate instructions. Subtra column (e)
Date sold or
Descdption of property Date acquired
disposeci ot (sales price) and see Column (e) from column (U) and
(Example: 1 00 sh. XYZ Co.) (Mo., day, yr.) in the separate (U (g) combine the resuft
day, yr.) (see instructions)
instructions Code(s) from Amount of with column (g)
instructions adjustment

Brokeraae statement Various Various 2, 022.

transactions reported Various Various -6,498.

electronically to IRS Various Various 2.

2 Totals. Add the amounts in columns (d), fe), fg), and (h) (subtract
negative amounts). Enter each total here and include on your
Schedule D, line lb (if Box A above is checked), line 2 (if Box B
above is checked), crime 3 (ifBoxC above schecked) -4,474_
Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column fe) 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.

For Paperwork Reduction Act Notice, see your tax return instructions. BAA Rev 01/25117 PRO Form 8949 (2016)
 Form 8949 (2016) Attachment Sequence No. I 2A Page 2

Name(s) shown on return. Name and SSN or taxpayer idenfflicaton no. not required if shown on other side Socia’ security number or taxpayer identification number
Gregory W & Cecilia P Abbott
Before you check Box 0, E, or F below, see whetheryou received any Form(s) 7099-B or substitute statement(s) from your broker. A substitute
statement wi//have the same information as Form 1099-B. Either wi/I show whetheryour basis (usually your cost) was reported to the IRS by your
broker and may even tel/you which box to check.

1iT;:I[I Long-Term. Transactions involving capita’ assets you held more than 1 year are long term. For short-term
transactions, see page 1.
Note: You may aggregate aH long-term transactions reported on Form(s) I 099-B showing basis was reported
to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line
8a; you aren’t required to report these transactions onForm 8949 (see instructions).

You must check Box D, E, or F below. Check only one box If more than one box applies for your long-term transactions, complete
a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than witi fit on this page for one or
more of the boxes, complete as many forms with the same box checked as you need.
j (D) Long-term transactions reported on Form(s) 1 099-B showing basis was reported to the IRS (see Note above)
LI (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
LI (9 Long-term transactions not reported to you on Form -.— - -
1 099-B

Adjustment, if any, to gain or loss.

fe) If you enter an amount in column fg), fh)
(c) (d) Cost or other basis. flt a code in column ft). Gain or floss).
(a) (b) See the Note below the separate instructions. Subfra column fe)
Date sold or Proceeds
Descption of property Date acquired (sales price) and see Column (e) from column (d) and
dispos of
(Example: 1 00 sh, XYZ Co.) (Mo., day, yr.) (see instructions) in the separate (U (g) combine the result
day, yr.)
instructions Code(s) from Amount of with column (g)
instructions adjustment

Brokerage statement Various Various 2,424.

transactions reported

electronically to IRS

2 Totals. Add the amounts in columns (U), (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 ischecked), or line 10 (if Box F above is checked) 2 , 424.
Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter 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 (2016)

REV 01/25/17 PRO

 Alternative Minimum Tax—individuals 0MB No. 1 545-0074

Fom, 6251

©16

Information about Form 6251 and its separate instructions is at wwwdrs.govffonn6251

Department of the Treasury Attachment
Internal Revenue Service (99) Attach to Form 1040 or Form IO4ONR. Secuence No. 32
Name(s) shown on Form 1 040 or Form 1 O4ONR Your social security number

Gre ory W & Cecilia P Abbott

I. • Alternative Minimum Taxable Income (See instructions for how to complete each Jinei
-

I If filing Schedule A (Form I 040), enter the amount from Form 1 040, line 41 , and go to line 2. Otherwise,
enter the amount from Form I 040, line 38, and go to line 7. (If less than zero, enter as a negative amount.) I 99 , 1 3 8.

2 Medical and dental. If you or your spouse was 65 or older, enter the smatter of Schedule A (Form 1040),
tine 4, or 2.5% (0.025) of Form 1 040, line 38. If zero or less, enter -0- ............ 2
3 Taxes from Schedule A (Form 1 040), line 9 3 1 , 560.
4 Enter the home mortgage interest adjustment, if any, from line 6 of the worksheet in the instructions for this line 4
5 Miscellaneous deductions from Schedule A (Form 1040), line 27 5 0.
6 If Form 1 040, line 38, is $1 55,650 or less, enter -0-. Otherwise, see instructions 6 ( 0 .

7 Tax refund from Form 1040, tine 10 or tine 21 7 t________________

8 Investment interest expense (difference between regular tax and AMT) 8 0.
9 Depletion (difference between regular tax and AMT) 9
10 Net operating loss deduction from Form 1 040, line 21 Enter as a positive amount
. 10
11 Alternative tax net operating toss deduction 11 (__________________

12 Interest from specified private activity bonds exempt from the regular tax 12
13 Qualified small business stock, see instmctions 13 0.
14 Exercise of incentive stock options (excess of AMT income over regular tax income) 14
15 Estates and trusts (amountfrom Schedule K-I (Form 1041), box 12, code A) 15
16 Electing large partnerships (amount from Schedule K-I (Form 1065-B), box 6) 16
17 Disposition of property (difference between AMT and regular tax gain or loss) 17 0.
18 Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) . . . . 18
19 Passive activities (difference between AMT and regular tax income or loss) 19
20 Loss limitations (difference between AMT and regular tax income or loss) 20
21 Circulation costs (difference between regular tax and AMT) 21
22 Long-term contracts (difference between AMT and regular tax income) 22
23 Mining costs (difference between regular tax and AMT) 23
24 Research and experimental costs (difference between regular tax and AMT) 24
25 Income from certain installment sales before January 1 1 987 , 25 (_____________

26 Intangible drilling costs preference 26

27 Other adjustments, including income-based related adjustments 27
28 Alternative minimum taxable income. Combine lines 1 through 27. (If married filing separately and line
28 is more than $247,450, see instructions.) 28 100 , 698.
IT;IJI Alternative Minimum Tax (AMT)
29 Exemption. (If you were under age 24 at the end of 201 6, see instructions.)
tF your filing status is . . . AND line 28 is not over THEN enter on tine 29
. . . ...

Single or head of household . . $1 19,700

. . $53,900
Married filing jointly or qualifying widowfer) 1 59,700 83,800
Married filing separately 79,850 41 900 . 29 83 , 800 .

If line 28 is over the amount shown above for your filing status, see instructions.
30 Subtract line 29 from line 28. If more than zero, go to line 31. lf zero or less, enter -0- here and on lines 31, 33,
and 35, and go to line 34 30 16 , 898.
31 • If you are filing Form 2555 or 2555-El, see instructions for the amount to enter.
• If you reported capital gain distributions directly on Form 1040, line 13; you reported qualified dividends
on Form 1040, line 9b; or you had a gain on both lines 1 5 and 16 of Schedule D (Form 1040) (as refigured 3f 4 336
for the AMT, if necessary), complete Part Ill on the back and enter the amount from line 64 here. • ‘

• Alt others: If line 30 is $186,300 or less ($93,150 or less if married filing separately), multiply line
30 by 26% (0.26). Otherwise, multiply line 30 by 28% (0.28) and subtract $3,726 ($1 863 if
married filing separately) from the result.
32 Alternative minimum tax foreign tax credit (see instructions) 32 21.
33 Tentative minimum tax. Subtract line 32 from line 31 33 4 315.
,

34 Add Form 1040, line 44 (minus any tax from Form 4972), and Form 1040, line 46. Subtract from the result any
foreign tax credit from Form 1040, line 48. If you used Schedule J to figure your tax on Form 1040, line 44,
refigure that tax without using Schedule J before completing this line (see instructions) 34 1 3 , 220.
35 AMT. Subtract line 34 from line 33. If zero or less, enter -0-. Enter here andon Form 1 040, line 45 . . . .. 35 0.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA RE’) 01/25/17 PRO Form 6251 (2016)
Form6251 (2016) Page 2
ttfllI Tax Computation Using Maximum Capital Gains Rates
Complete Part lit only if you are required to do so by line 31 or by the Foreign Earned Income Tax Worksheet in the instructions.
36 Enter the amount from Form 6251 line 30. If you are filing Form 2555 or 2555-EZ, enter the amount from
line 3 of the worksheet in the instructions for line 31 ----
16,898.

37 Enter the amount from line 6 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Form 1 040, line 44, or the amount from tine 1 3 of the Schedule D Tax Worksheet in the instructions for
Schedule D (Form 1040), whichever applies (as refigured for the AMT, if necessary) (see instructions). If
530.
you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter _L
38 Enter the amount from Schedule D (Form 1 040), line 19 (as refigured for the AMT, if necessary) (see
instructions). If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter 38
39 If you did not complete a Schedule D Tax Worksheet for the regular tax or the AMT, enter the amount
from line 37. Otherwise, add lines 37 and 38, and enter the smaller of that result or the amount from line
1 0 of the Schedule D Tax Worksheet (as refigured for the AMT, if necessary). If you are filing Form 2555 or
2555-EZ, see instructions for the amount to enter
40 Enter the smaller of line 36 or line 39 _±_
530.
41 Subtractline4Ofromline36 j_t_ 16,368.
42 If line 41 is $186,300 or less ($93,150 or less if married filing separately), multiply line 41 by 26% (0.26). Otherwise,
multiply line 41 by 28% (0.28) and subtract $3,726 ($1,863 if married filing separately) from the result . . .-
4,256._
43 Enter:
. $75,300 if married filing jointly or qualifying widow(er),
. $37,650 if single or married filing separately, or 75,300.
---
. $50,400 if head of household.

44 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Form 1 040, line 44, or the amount from line 1 4 of the Schedule D Tax Worksheet in the instructions for
Schedule D (Form 1040), whichever applies (as figured for the regular tax). If you did not complete either
worksheet for the regular tax, enter the amount from Form 1 040, line 43; if zero or less, enter -0-. If you
are filing Form 2555 or 2555-EZ, see instructions for the amount to enter _.i -
86,458.
45 Subtract line 44 from line 43. If zero or less, enter -0- i_ 0.
46 Enter the smaller of line 36 or line 37 --
530.
47 Enter the smaller of line 45 or line 46. This amount is taxed at 0% L 0.
48 Subtract line 47 from line 46 --
530.
49 Enter:
. $41 5,050 if single
. $233,475 if married filing separately ‘!:! 466,950.
. $466,950 if married filing jointly or qualifying widow(er)
. $441 000 if head of household
50 Enter the amount from line 45 --
0.

51 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Form 1 040, line 44, or the amount from line 1 9 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 Form 1040, line 43; if zero or less, enter -0-. II you are filing Form 2555 or Form 2555-EZ,
see instructions for the amount to enter __t $6,458.
52 Add line 50 and line 51 —- -
86,458.
53 Subtract line 52 from line 49. If zero or less, enter -0 ——
380,492.
54 Enter the smaller of line 4$ or line 53 530.
55 Multiply line 54 by 15% (0.15) __Q 80.
56 Addlines4fand54 -
530.
If lines 56 and 36 are the same, skip lines 57 through 61 and go to line 62. Otherwise, go to line 57.
0.
57 Subtract line 56 from line 46 .L
58 Multiply line 57 by 20% (0.20) - 0.
If line 38 is zero or blank, skip lines 59 through 61 and go to line 62. Otherwise, go to line 59.
59 Add lines 41 56, and 57
, 59
60 Subtractline59fromline36 60
61 Multiply line 60 by 25% (0.25) 61
62 Add lines 42, 55, 58, and 61 ..?_ 4,336.
63 lf line 36 is $186,300 or less ($93,150 or less if married filing separately), multiply line 36 by 26% (0.26).
Otherwise, multiply line 36 by 28% (0.28) and subtract $3,726 ($1 863 if married filing separately) from the result -p.- 4,393.
64 Enter the smaller of line 62 or line 63 here and on line 31 . If you are filing Form 2555 or 2555-EZ, do not
enter this amount on line 31 . Instead, enter it on line 4 of the worksheet in the instructions for line 31 . _± 4,336.
REV 01/25/17 PRO Form 6251 (2016)
 Education Credits I 0MB No. 1545-0074
Form 8863 (American Opportunity and Lifetime Learning Credits)
©i6
Attach to Form 1040 or Form 1040A. Attachment
Department of the Treasiry
Internal Revenue Service (99) Information about Form 8863 and its separate instructionsis at wwwdrs.govlform8863. Sequence No. 50
Name(s) shown on return Your social security number
GregoryW & Cecilia P Abbott

, Complete a separate Part Ill on page 2 for each student for whom you’re claiming either credit before
. . .
you complete Parts I and II.

Iil!T;i• Refundable American Opportunity Credit

1 After completing Part Ill for each student, enter the total of all amounts from all Parts fl, ilne 30 . I 2 . 500
2 Enter: $1 80,000 if married filing jointly; $90,000 f single, head of
household, or qualifying widowfer) 2 18 0 000. ,

3 Enter the amount from Form 1040, line 38, or Form 1040A, tine 22. If
you’re filing Form 2555, 2555-EZ, or 4563, or you’re excluding income
from Puerto Rico, see Pub. 970 for the amount to enter 3 115,698.
4 Subtract tine 3 from line 2. If zero or less, stop; you can’t take any
education credit 4 64 302. ,

5 Enter: $20,000 if married filing jointly; $1 0,000 if single, head of household,

or qualifying widow(er) 5 20,000.
-

6 lfline4is:
. Equal to or more than tine 5, enter 1 .000 on line 6

a Less than line 5, divide line 4 by line 5. Enter the result as a decimal (rounded to • 6 1 000
.

at least three places)

7 Multiply line 1 by line 6. Caution: If you were under age 24 at the end of the year and meet

the conditions described in the instructions, you can’t take the refundable American opportunity
credit; skip line 8, enter the amount from tine 7 on line 9, and check this box . . LI. .
I 2,500.
8 Refundable American opportunity credit. Multiply line 7 by 40% (0.40). Enter the amount here and
onForm 1040, line 68, or Form 1040A, line 44. Then go to line 9 below 8 1,000.
-

i:zT;il• Nonrefundable Education Credits

9 Subtract line 8 from line 7. Enter here and on line 2 of the Credit Limit Worksheet (see instructions) 9 1,500.
10 After completing Part III for each student, enter the total of all amounts from all Parts lit, line 31 If .

zero, skip lines 1 1 through 1 7, enter -0- on line 1 8, and go to line 1 9 10

11 Enter the smaller of line I 0 or $1 0,000 11
12 Multiply line 1 1 by 20% (0.20) 12
13 Enter: $1 31 ,000 if married filing jointly; $65,000 if single, head of
household, orqualifying widow(er) 13
14 Enter the amount from Form 1040, line 38, or Form 1040A, line 22. If you’re
filing Form 2555, 2555-EZ, or 4563, or you’re excluding income from
Puerto Rico, see Pub. 970 for the amount to enter 14
15 Subtract tine 14 from line 13. If zero or less, skip lines 16 and 17, enter -0-
onlinel8,andgotolinel9 15
16 Enter: $20,000 if married filing jointly; $10,000 if single, head of household,
or qualifying widow(er) 16
17 If line 15 is:
. Equal to or more than line 1 6, enter 1 .000 on line 1 7 and go to line 18
a Less than line 1 6, divide tine 1 5 by line 1 6. Enter the result as a decimal (rounded to at least three

places) 17
18 Multiply line 1 2 by line I 7. Enter here and on line 1 of the Credit Limit Worksheet (see instructions) 18
19 Nonrefundable education credits. Enter the amount from line 7 of the Credit Limit Worksheet (see
instructions) here and on Form 1040, line 50, or Form 1040A, line 33 19 1, 500.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 07125/17 PRO Form 8863 (2016)
 Paid Preparer’s Due Diligence Checklist 0MB No. 1545-1629
Form 8 867 Earned Income Credit (EIC), Child Tax Credit (CTC), and American Opportunity Tax Credit (AOTC)
To be completed by preparer and fifed with Form 1040, 1040A, IO4OEZ, IO4ONR IO4OSS or IO4OPR.
Department of the Treasury Attachment
ntemal Revenue Ser’ice Information about Form 8867 and its separate insfructions is at wwwJrs.govIform87 Sequence No.70
Taxpayer name(s) shown on retum -
Taxpayer identification number
Gregory W & Cecilia P Abbott
Enter preparers name and PTIN

Due Diligence Requirements

Please complete the appropriate column for all credits claimed on this return CTC/ACTC AOTC
EtC
(checkalithatapply).
-

I Did you complete the return based on information for tax year 2016
provided bythe taxpayer or reasonably obtained by you’ ..... Yes No Yes LJNo Yes EINo
2 Did you complete the applicable EIC and/or CTC/ACTC worksheets found in the
Form 1 040, 1 040A, 1 O4OEZ, or 1 O4ONR instructions, and/or the AOTC
worksheet found in the Form 8863 instructions, or your own worksheet(s) that
provides the same information, and all related forms and schedules for each
credit claimed9 j Yes El No El Yes LINo j Yes LINe
3 Did you satisfy the knowledge requirement? Answer “Yes only if you can
answer “Yes” to both 3a and 3b. To meet the knowledge requirement, did you: LI Yes LI No LI Yes LINe Yes LINe
a Interview the taxpayer, ask adequate questions, and document the taxpayer’s
responses to determine that the taxpayer is eligible to claim the credit(s)? .
El Yes LI No LI Yes LINo j Yes LINe
b Review adequate information to determine that the taxpayer is eligible to claim
—
the credit(s) and in what amount? LI Yes LI No LI Yes LINe ] Yes LINe
4 Did any information provided by the taxpayer, a third party, or reasonably known
to you in connection with preparing the return appear to be incorrect,
incomplete, or inconsistent? (If “Yes,” answer questions 4a and 4b. If “No,” go
to question 5.) LIYes LI No LI Yes LINe LI Yes ]No
a Did you make reasonable inquiries to determine the correct or complete
information9 LI Yes LI No LI Yes LINo LI Yes LI No
b Did you document your inquiries? (Documentation should include the
questions you asked, whom you asked, when you asked, the information that
was provided, and the impact the information had on your preparation of the
return.) LI Yes LI No LI Yes LINo LI Yes LINe
5 Did you satisfy the record retention requirement? To meet the record retention
requirement, did you keep a copy of any document(s) provided by the taxpayer
that you retied on to determine eligibility or to compute the amount for the
credit(s)9 LIYes LI No [I Yes LINe I Yes LINo
In addition to your notes from the interview with the taxpayer, list those
documents, if any, that you relied on.

6 Did you ask the taxpayer whether he/she could provide documentation to
substantiate eligibility for and the amount of the credit(s) claimed on the return? LI Yes LI No LI Yes LINo Yes LINo
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a
previous year”
(If credits were disatlowed or reduced, go to question 7a; if not, go to question 8.) LI Yes LI No LI Yes LINe Yes LINo

a Did you comptete the required recertification form(s)’ LI Yes LI No LI Yes LINo LI Yes LINo
—

8 If the taxpayer is reporting self-employment income, did you ask adequate

questions to
prepare a complete andcorrect Form 1 040, Schedule C? . . .
LI Yes LI No t LI Yes LINo LI Yes LINo
For Paperwork Reduction Act Notice, see separate instructions. REVO1/25/17 PRO Form 8867 (2016)
Form 8867 (2016) Page 2

Due Diligence Ouestons for Returns Claiming EtC (If the return does not claim EIC, go to question 10.)

EIC CTC/ACTC AOTC

9a Did you explain to the taxpayer the rules about claiming the EtC when a child
is the qualifying child of mote than one petson (tie-breaket rules), and have
you determined that this taxpayer is, in fact, eligible to claim the EIC for the
number of children for whom the EIC is claimed 0 Yes LNo
b Did you explain to the taxpayer that he/she may not claim the EIC if the
taxpayer has not lived with the child for over half the year, even if the taxpayer
has supported the child LI Yes LI No
Due Diligence Questions for Returns Claiming CTC and/or additional CTC (If the return does not claim CTC or Additional CTC,
go to question 11.)
iOa Does the child reside with the taxpayer who is claiming the CTC/ACTC? (If
“Yes,” go to question 1 Oc. If “No,” answer question 1 Ob.) LIYes U No
b Did you ask if there is an active Form 8332, Release/Revocation of Claim to
Exemption for Child by Custodial Parent, or a similar statement in place and, if
applicable, did you attach it to the retum’ Yes No
C Have you determined that the taxpayer has not released the claim to another
person9 . .
J Yes 0 No
Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Credit EligIbility Certification.)

1 1 Did the taxpayerprovide substantiation such as a Form 1 098-T andreceipts for

the qualified tuition and related expenses for the claimed AOTC
I
j1 Yes El No
You have complied with all due diligence requirements with respect to the credits claimed on the return of the
taxpayer identified above if you:
A. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for all credits
claimed;
B. Submit Form 8867 in the manner required;
C. Interview the taxpayer, ask adequate questions, document the taxpayer’s responses on the return or in your notes, review
adequate information to determine if the taxpayer is eligible to claim the credit(s) and in what amount(s); and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. Acopy ofForm 8867,
2. The applicable worksheet(s) or your own worksheet(s) for any credits claimed,
3. Copies of any taxpayer documents you may have relied upon to determine eligibility for and the amount of the credit(s),
4. A record of how, when, and from whom the information used to prepare this form and worksheet(s) was obtained, and
5. A record of any additional questions you may have asked to determine eligibility for and amount of the credits, and the
taxpayer’s answers.
‘If you have not complied with all due diligence requirements for all credits claimed, you may have to pay a $510
penalty for each credit for which you have failed to comply.

Credit Eligibility Certification

12 Do you certify that all of the answers on this Form 8867 are, to the best of yourj Jj 1 Yes El No
—-
knowledge, true, correct and complete? . .
]
REV 01125/17 PRO Form 8867 (2016)
 Credit for Prior Year Minimum Tax— 0MB No. 1545-1073
Form 1

Individuals, Estates, and Trusts ©16

Department ofthe Treasury tnformation about Form 8801 and its separate instructions is at wwwJrsgov/form88O1. Attachment
nternal Revenue Service (99) Att3Ch to Form I 040, 1 O4ONR, or I 041. Sequence No. 74
Name(s) shown on return - - - -
Identifying number

Gregory W & Cecilia P Abbott

•mi• Net_Minimum_Tax_on_Exclusion_Items

I Combine lines 1 6, and 1 0 of your 201 5 Form 6251 . Estates and trusts, see instwctbns . .
j_
16,922.

2 Enter adjustments and preferences treated as exclusion items (see instructions) ._L. 59554.

3 Minimum tax credit net operating loss deduction (see instructions)

4 Combine lines I 2, and 3. If zero or less, enter -0- here and on line 15 and go to Part II. If more
,

than $246,250 and you were married filing separately for 201 5, see instructions __i_ 76,476.

5 Enter: $83,400 if married filing jointly or qualifying widow(er) for 201 5; $53,600 if single or head of
household for 201 5; or $41 700 if married filing separately for 201 5. Estates and trusts, enter $23,800 __5__ 83,400.

6 Enter: $158,900 if married filing jointly or qualifying widow(er) for 201 5; $1 I 9,200 if single or head
of household for 201 5; or $79,450 if married filing separately for 201 5. Estates and trusts, enter
$79,450 158,900.
_L
Subtract line 6 from line 4. If zero or less, enter -0- here and on line 8 and go to line 9 0.
7 . .
L
8 Multiply tine 7 by 25% (0.25) --
0.

83,400.
9 Subtract line 8 from line 5. If zero or less, enter -0-. If under age 24 at the end of 2015, see instructions _L
10 Subtract line 9 from line 4. If zero or less, enter -0- here and on line 1 5 and go to Part II. Form

1O4ONR filers, see instructions i 0.

11 . If for 2015 you filed Form 2555 or 2555-EZ, see instructions for the amount to enter.
S If for 2015 you reported capital gain distributions directly on Form 1040, line 13; you

reported qualified dividends on Form 1 040, line 9b (Form 1 041 line 2b(2)); or you had a
,

gain on both lines 15 and 16 of Schedule D (Form 1040) (lines 18a and 19, column (2), of
Schedule D (Form 1 041)), complete Part Ill of Form 8801 and enter the amount from line
55 here. Form 1O4ONR filers, see instructions. 11
. All others: If line 1 0 is $1 85400 or less ($92,700 or less if married filing separately for
2015), multiply line 10 by 26% (0.26). Otherwise, multiply line 10 by 28% (0.28) and
subtract $3,708 ($1 ,854 if married filing separately for 2015) from the result. Form
I O4ONR filers, see instructions.

12 Minimum tax foreign tax credit on exclusion items (see instructions) 12

13 Tentative minimum tax on exclusion items. Subtract line 1 2 from line 1 1 13

14 Enter the amount from your 201 5 Form 6251 line 34, or 201 5 Form 1 041 Schedule I, line 55
, , . 14

15 Net minimum tax on exclusion items. Subtract line 1 4 from line 1 3. If zero or less, enter -0- .
j_
0.
ForPaperwork Reduction Act Notice, see instructions. REV 01/25/17 PRO Form88Ol (2016)
Form88Ol (2016) Page 2
ii;iti Minimum Tax Credit and Carryforward to 2017

16 Enter the amount from your 201 5 Form 6251 line 35, or 201 5 Form 1 041 Schedule I, line 56
, , .
j____ 0.

17 Entertheamountfromtinel5 JL 0.

18 Subtract Ine 17 from line 16. If less than zero, enter as a negative amount j_Q 0.

19 2015 credit carryforward. Enter the amount from your 201 5 Form 8801 line 26 ,
_i__ 3,052.

20 Enter your 201 5 unallowed qualified electric vehicle credit (see instructions) 20

21 Combine lines 1 8 through 20. If zero or less, stop here and see the instructions ..?.L 3,052.

22 Enter your 2016 regular income tax liability minus allowable credits (see instructions) ..a. 11,720.

23 Enter the amount from your 201 6 Form 6251 line 33, or 201 6 Form 1 041 Schedule I, line 54
, , .
--
4,315.

24 Subtract line 23 from line 22. If zero or less, enter -0- 7,405.

25 Minimum tax credit. Enter the smaller of line 21 or line 24. Also enter this amount on your 2016
Form 1 040, line 54 (check box b); Form 1 O4ONR, line 51 (check box b); or Form 1 041 Schedule G,
,

line 2c z. 3,052.

26 Credit carryforward to 2017. Subtract line 25 from line 21 Keep a record of this amount because
.

you may use it in future years .

-
0.
REV 01/25117 PRO FormB8Oi (2016)
FormB8Ol (2016) Page 3
L;ThII1I Tax Computation Using Maximum Capital Gains Rates
—
Compte Part IH only if you are required to do so by line 11 or by theForeign Earned Income lax Worksheet in the instrucfions.

Caution: If you didn’t complete the 201 5 Qualified Dividends and Capital Gain Tax Worksheet,
the 2015 Schedule D Tax Worksheet, or Part V of the 2015 Schedule D (Form 1041), see the
instructions before completing this parL*
27 Enter the amount from Form 8801 line 10. If you filed Form 2555 or 2555-EZ for 201 5, enter the
,

amount from line 3 of the Foreign Earned Income Tax Worksheet in the instructions .....
27 0.
Caution: If for 201 5 you filed Form 1 O4ONR, I 041 2555, or 2555-EZ, see the instructions before
,

completing lines 28, 29, and 30.

28 Enter the amount from line 6 of your 201 5 Qualified Dividends and Capital Gain Tax Worksheet,
the amount from line 13 of your 2015 Schedule D Tax Worksheet, or the amount from line 26 of
the 2015 Schedule D (Form 1041), whichever applies* 370.
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 2$ on line 30. Otherwise, go to line
29.
29 Enter the amount from line 1 9 of your 2015 Schedule D (Form 1 040), or line I 8b, column (2), of the
2015 Schedule D (Form 1 041) 29
30 Add lines 28 and 29, and enter the smaller of that result or the amount from line 1 0 of your 2015
Schedute D Tax Worksheet 370.
31 Enter the smaller of tine 27 or line 30 t 0.
32 Subtract line 31 from line 27 1__ 0.
33 If line 32 is $185,400 or less ($92,700 or less if married filing separately for 2015), multiply line 32
by 26% (0.26). Otherwise, multiply line 32 by 28% (0.28) and subtract $3,708 ($1 854 if married
filing separately for 201 5) from the result. Form I O4ONR filers, see instructions --

34 Enter:
. $74,900 if married filing jointly or qualifying widow(er) for 2015,

35
I $37,450 if single or married filing separately for 2015,
. $50,200 if head of household for 2015, or
. $2,500 for an estate or trust.
Form IO4ONR filers, see instructions.
Enter the amount from tine 7 of your 201 5 Qualified Dividends and Capital Gain Tax Worksheet, the
amount from line 1 4 of your 2015 Schedule D Tax Worksheet, or the amount from line 27 of the 2015
I --
74,900.

Schedule D (Form 1 041), whichever applies. If you didn’t complete either worksheet or Part V of the
2015 Schedule D (Form 1041), enter the amount from your 2015 Form 1040, line 43, or 2015 Form
I 041 line 22, whichever applies; if zero or less, enter -0-. Form 1 O4ONR filers, see instructions . .
35 - 4,552.
36 Subtract line 35 from line 34. If zero or less, enter -0- --
70,348.
37 Enter the smaller of line 27 or line 28 -
0.
38 Enter the smaller of line 36 or line 37 i 0.
39 Subtract line 38 from line 37 0.
40 Enter:

1
a $413,200 if single for 2015,
a $232,425 if married filing separately for 2015,
a $464,850 if married filing jointly or qualifying widow(er) for 2015,
a $439000 if head of household for 201 5, or
9_ 464,850.

a $1 2,300 for an estate or trust.

Form IO4ONR filers, see instructions.
41 Enter the amount from line 36 4z:L 70,348.
42 Form 1040 filers, enter the amount from line 7 of your 2015 Qualified Dividends and Capital Gain Tax
Worksheet or the amount from line 19 of your 2015 Schedule D Tax Worksheet, whichever applies. If you
didn’t complete either worksheet, see instructions. Form 1041 filers, enter the amount from line 27 of your
2015 Schedule D (Form 1041) or line 18 of your 2015 Schedule D Tax Worksheet, whichever applies. If
you didn’t complete either the worksheet or Part V of the 2015 Schedule D (Form 1041), enter the amount
from your 201 5 Form 1041 line 22; if zero or less, enter -0-. Form I O4ONR filers, see instructions
, . .
4,552.
*
The 201 5 Quatfied DivdenUs and Capita’ Gain Tax Worksheet is in the 201 5 Instructions for Form I 040. The 201 5 Schedule D lax Worksheet is in the 201 5 Instructions
for Schedule D (Form 1040) (or the 2015 Instructions for Schedule D (Form 1041)).

REV 01125/17 PRO Form88Ol (2016)

Form8BOl (2016) -
Page4

Ij11TIh1 Tax Computation Using Maximum Capital Gains Rates(continued)

43 AUUtines4land42 43 74,900.
44 Subtract line 43 from line 40. If zero or less, enter -0- 44 389 , 950.
45 Enter the smaller of line 39 or line 44 45 0.
46 Multiply line 45 by 15% (0.15) . 46 0.
47 Add lines 38 and 45 47 0.
If tines 47 and 27 are the same, skip tines 48 through 52 and go to tine 53. Otherwise, go to
line 48.
48 Subtract line 47 from line 37 48
49 Multiply line 48 by 20% (0.20) 49
If line 29 is zero or blank, skip lines 50 through 52 and go to line 53. Otherwise, go to line 50.
50 Add lines 32, 47, and 48 50
51 Subtract line 50 from line 27 51
52 Multiply line 51 by 25% (0.25) 52
53 Add lines 33, 46, 49, and 52 53 0 .

54 If line 27 is $1 85,400 or less ($92,700 or less if married filing separately for 201 5), multiply line 27
by 26% (0.26). Otherwise, multiply line 27 by 28% (0.28) and subtract $3,708 ($1 ,854 if married
filing separately for 201 5) from the result. Form 1 O4ONR filers, see instructions o.
55 Enter the smaller of line 53 or line 54 here and on line 1 1 If you filed Form 2555 or 2555-EZ for
.

201 5, don’t enter this amount on line 1 1 Instead, enter it on line 4 of the Foreign Earned Income
.

1ax Worksheet in the instructions for line 1 1 o.

REV 01/25/17 PRO Form 8801 (2016)
 Gains and Losses From Section 1256
0MB No. 1545-0644

Form 5781
Contracts and Straddles ©16
Department of the Treasury fr Information about Form 6781 and its instructions is at www.irsgov/form6781. Attachment
Internal Revenue Service Attach to your tax return. Secuence No. 82

Name(s) shown on tax retum Identifying number

Gregory W & Cecilia P Abbott

Check all applicabte boxes (see instructions). A LI Mixed straddle election C El Mixed straddle account election

B El Straddle-by-straddle identification election 0 LI Netsectton 1256 contracts toss election

Iii Section 1256 Contracts Marked to Market

(a) Identification of account (b) (Loss) (c) Gain

I Brokerage Firm K-i transaction reported $7.

electronically to IRS

2 Add the amounts on tine 1 in cotumns (b) and (c) . . .

1_i_ ( )

3 Net gain or (loss). Combine line 2, columns (b) and fc) 3 87.

4 Form 1 099-6 adjustments. See instructions and attach statement 4

5 Combine lines 3 and 4 5 87.

Note: tf tine 5 shows a net gain, skip line 6 and enter the gain on tine 7. Partnerships and S corporations, see
instructions.

6 If you have a net section 1 256 contracts toss and checked box D above, enter the amount of toss to be
carried back. Enter the toss as a positive number. tf you didn’t check box D, enter -0- o.

7 Combine tines 5 and 6 7 87.

8 Short-term capital gain or floss). Muttipty tine 7 by 40% (0.40). Enter here and include on tine 4 of Schedule

D or on Form 8949 (see instructions) 35.

9 Long-term capital gain or (loss). Muttipty tine 7 by 60% (0.60). Enter here and include on tine 1 1 of Schedute
D or on Form 8949 (see instructions) . . . . . .- g 52.

i;iii Gains and Losses From Straddles. Attach a separatestatement listing each straddle ano its components.
Section A—Losses From Straddles
(f) Loss.
II”
(e) Cost or If column (e) (g) (h) Recognized loss.
t IDate
. entered
(c) Date
(d) Gross
other basis is more than Unrecognized If column (f) is more
(a) Descr!ptlon of property closed out plus (d), enter gain on than fg), enter
into or sales pn ce
Ot sold expense of difference. offsetting difference.
acqut red
sale Otherwise, positions Otherwise, enter -0-

- enter -0-

10

ha Enter the short-term portion of lossesfrom tine 10, colimn (h), here and inctude on line 4 of Schedute D or on
Form 8949 (see instructions) (
b Enter the tong-term portion of tosses from tine 1 0, cotumn (h), here and include on tine 1 1 of Schedule D or on
Form 8949 (see instructions) . jy, (
Section B—Gains From Straddles
(b)Date ff) Gain. If column
fc) Date (e) Cost or other
entered Gross ‘ more than (e),
(a) Description of property
into or
closeci out
sales price
basis plus
enter difference.
. or sold expense of sole
acquired Otherwise, enter -0-

12

13a Enter the short-term portion of gains from tine 12, column (f), here and include on tine 4 of Schedule D or on
Form 8949 (see instructions) 13a
b Enter the long-term portion of gains from tine 1 2, cotumn (t), here and include on tine 1 1 of Schedule D or on
Form 8949 (see instructions) 13b
LidIllI Unrecognized Gains From Positions Held on Last Day of Tax Year. Memo Entry Only (see instructions)
fe) Unrecognized gain.
Date (c) Fair market value on last (d) Cost or other basis If column (c) is more
‘a’
t I Descri P tion of p ro p e
acquired business day of tax year as adjusted than (U), enter difference.
Otherwise, enter -0-
14

For Paperwork Reduction Act Notice, see instructions. BAA REv 01/25/1 7 PRO Form6781 (2016)