15686 04/13/2015 2:32 PM

FIELDER & COMPANY CPAs

13902 N Dale Mabry Hwy Ste 122
Tampa, FL 33618
813-961-0990

April 13, 2015

JAMES W. & MYOUNG WRIGHT

1121 LEISURE AVENUE
TAMPA, FL 33613

Dear Jim and Myoung:

We have prepared the attached worksheets to assist you in completing the Free Application for
Federal Student Aid (FAFSA). The worksheet contains financial and tax information requested on
the FAFSA as well as providing line numbers corresponding to the 2015-2016 FAFSA Form.

The FAFSA can be completed online at [Link] or by calling 1-800-4-FED-AID (1-800-

433-3243) to request a paper form. Information on completing the FAFSA is available at
[Link]/completefafsa or by calling the phone number listed above. There are
several FAFSA websites but only the official [Link] allows you to complete the
application for free. Please note the official website's domain extension is ".gov" not ".com",
".org", etc.

The federal application deadline is June 30, 2016. State or college aid deadlines may be much
earlier so please check the deadlines on [Link].

If you have any questions or if we can be of assistance in any way, please do not hesitate to call.

Sincerely,

FIELDER & COMPANY CPAs

 15686 04/13/2015 2:32 PM

Form 1040 FAFSA - Federal Financial Aid Application Information Worksheet 2015-2016
Name Taxpayer Identification Number
JAMES W. WRIGHT 266-47-2600
MYOUNG WRIGHT 262-87-0316
Use this worksheet to complete the indicated portions of a Free Application for Federal Student Aid (FAFSA).
The questions included are numbered as they appear on the FAFSA. If you complete the FAFSA on the web you may be able to
skip some questions based on your answers to earlier questions. Federal Student Aid provides free help online at [Link].
STEP FOUR (PARENT INFORMATION)
FAFSA line #
80. For 2014, have you/your parents completed an IRS income tax return? . . . . . . . . . . . . . . . . ALREADY COMPLETED

81. For 2014, what income tax return did you/your parents file? ........................... 1040

82 For 2014, what is or will be your/your parents' tax filing status? ................................... MARRIED - FILED JOINT
83. If you/your parents filed Form 1040, were you/your parents eligible to file 1040A or 1040EZ? ................................. NO

85. Adjusted gross income for 2014 (Form 1040 line 37, Form 1040A line 21, Form 1040EZ line 4) ........................................ 91,895

86. Income tax for 2014 (Form 1040 line 56, Form 1040A line 37, Form 1040EZ line 10) ................................................... 7,834
87. Exemptions for 2014 (Form 1040 line 6d, Form 1040A line 6d) .................................................................................... 3

88. How much did you / your Parent 1 (father/mother/stepparent) earn from working in 2014? .............................................. 81,836
Note: Business or farm losses do not reduce earnings from work in the FAFSA calculation.

89. How much did your spouse / your Parent 2 (father/mother/stepparent) earn from working in 2014? ..................................... 10,059

90. Total current balance of cash, savings and checking accounts ......................................................................... *
91. Net worth of investments, including real estate. Don't include the home you live in ..................................................... *

92. Net worth of current businesses and/or investment farms .............................................................................. *

93. Additional financial information for 2014

a. Education credits (American Opportunity, Hope and Lifetime Learning) .................................................................. 0
b. Child support paid because of divorce or separation or as a result of a legal requirement ................................................. *
c. Taxable earnings from need-based employment programs, such as Federal Work-Study, fellowships and assistantships . . . . . . . . . . . . .*
...
d. Student grant and scholarship aid reported to the IRS in your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
e. Combat pay or special combat pay. Only enter the amount that was taxable and included in adjusted gross income. ..................... 0
f. Earnings from work under a cooperative education program offered by a college ......................................................... *

94. 2014 Untaxed Income

a. Payments to tax-deferred pension and retirement savings plans (paid directly or withheld from earnings) ................................. 0
b. IRA deductions and payments to self-employed SEP, SIMPLE, Keogh and other qualified plans ......................................... 0
c. Child support received for any of your children. Don't include foster care or adoption payments .......................................... *
d. Tax exempt interest ...................................................................................................................... 0
e. Untaxed portions of IRA distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
f. Untaxed portions of pensions ............................................................................................................ 0
g. Housing, food, and other living allowances paid to members of the military, clergy and others.
Don't include the value of on-base military housing or the value of a basic military allowance for housing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
h. Veterans noneducation benefits, such as Disability, Death Pension and/or VA Educational Work-Study allowances ...................... *
i. Other untaxed income not reported above, such as worker's compensation, disability, health savings account
deductions on Form 1040 line 25, etc. Don't include student aid, earned income credit, additional child tax
credit, welfare payments, untaxed Social Security benefits, SSI, Workforce Investment Act educational benefits,
on-base military housing or a military housing allowance, combat pay, etc. (See the FAFSA instructions) .............................. *
j. Money received or paid on behalf of the student (e.g. bills) (For Step Two (Student) section only) ..................................................

* INFORMATION REQUIRED TO COMPLETE THIS FIELD HAS NOT BEEN SUPPLIED

OTHER UNTAXED INCOME OTHER THAN HEALTH SAVINGS ACCOUNTS HAS NOT BEEN SUPPLIED
 15686 04/13/2015 2:32 PM

FIELDER & COMPANY CPAs

13902 N Dale Mabry Hwy Ste 122
Tampa, FL 33618
813-961-0990

April 13, 2015

CONFIDENTIAL

JAMES W. & MYOUNG WRIGHT

1121 LEISURE AVENUE
TAMPA, FL 33613

For professional services rendered in connection with the preparation of your 2014 individual tax
return:
Federal Financial Aid Information Wrk
Form 8879 (Personal Identification Number)
Form 1040 (Individual Income Tax Return)
Schedule A (Itemized Deductions)
Form 2106 (Employee Business Expenses)
General Sales Tax Worksheet
Qualified Tuition Programs Worksheet
QTP/ESA Basis Worksheets
Wages Report
2 Yr Comparison Report
2 W-2 Documents
1099-Q Documents
Amount due $ 325.00
 15686 04/13/2015 2:32 PM

Filing Instructions

Electronically Filed
Form 1040 US Individual Income Tax Return

Taxable Year Ended December 31, 2014

Name: JAMES W. & MYOUNG WRIGHT

Date Due: April 15, 2015

Remittance: None is required. The return shows a total overpayment of $3,827, which is to be
refunded in its entirety.

Your refund will be direct deposited into your FIRST CITRUS BANK checking
account no. *****2-06.

Signature: Form 8879 IRS e-file Signature Authorization authorizes your electronically filed
return to be signed with a Personal Identification Number (PIN) and certifies that
Part I amounts are from your tax return. Review and sign the Form 8879 IRS e-
file Signature Authorization and mail it as soon as possible to:

FIELDER & COMPANY CPAs

13902 N Dale Mabry Hwy Ste 122
Tampa, FL 33618

Important : Your return will not be filed with the IRS until the signed Form
8879 IRS e-file Signature Authorization has been received by this office.

Other: Initial and date the copy of the Form 1040, and retain it for your records.

Your return is being filed electronically with the IRS and is not required to be
mailed. If you mail a paper copy of Form 1040 to the IRS it will delay processing
of your return.

Both taxpayer and spouse should initial and date the return copy.
 15686 04/13/2015 2:32 PM

Form 8879 IRS e-file Signature Authorization OMB No. 1545-0074

u Do not send to the IRS. This is not a tax return.

Department of the Treasury

u Keep this form for your records. 2014
Internal Revenue Service
u Information about Form 8879 and its instructions is at [Link]/form8879.

Submission Identification Number (SID)

Taxpayer's name Social security number

JAMES W. WRIGHT 266-47-2600

Spouse's name Spouse's social security number

MYOUNG WRIGHT 262-87-0316

Part I Tax Return Information —Tax Year Ending December 31, 2014 (Whole Dollars Only)
1 Adjusted gross income (Form 1040, line 38; Form 1040A, line 22; Form 1040EZ, line 4) .................................. 1 91,895
2 Total tax (Form 1040, line 63; Form 1040A, line 39; Form 1040EZ, line 12) ................................................ 2 7,834
3 Federal income tax withheld (Form 1040, line 64; Form 1040A, line 40; Form 1040EZ, line 7) ............................. 3 11,661
4 Refund (Form 1040, line 76a; Form 1040A, line 48a; Form 1040EZ, line 13a; Form 1040-SS, Part I, line 13a) . . . . . . . . . . . . . 4 3,827
5 Amount you owe (Form 1040, line 78; Form 1040A, line 50; Form 1040EZ, line 14) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
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, 2014, 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 acknowledge 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: check one box only

X I authorize FIELDER & COMPANY CPAS to enter or generate my PIN 72600
ERO firm name Enter five digits, but do
as my signature on my tax year 2014 electronically filed income tax return. not enter all zeros

I will enter my PIN as my signature on my tax year 2014 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Your signature u Date u 04/13/15

Spouse’s PIN: check one box only

X I authorize FIELDER & COMPANY CPAS to enter or generate my PIN 70316

ERO firm name Enter five digits, but do
as my signature on my tax year 2014 electronically filed income tax return. not enter all zeros

I will enter my PIN as my signature on my tax year 2014 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Spouse’s signature u Date u 04/13/15

Practitioner PIN Method Returns Only—continue below

Part III Certification and Authentication — Practitioner PIN Method Only
ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 59007918311
Do not enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the tax year 2014 electronically filed income tax return for
the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN
method and Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO’s signature u Date u 04/13/15

ERO Must Retain This Form — See Instructions
Do Not Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (2014)
DAA
 15686 04/13/2015 2:32 PM

1040 Department of the Treasury—Internal Revenue Service (99)

2014
Form

U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only–Do not write or staple in this space.
For the year Jan. 1–Dec. 31, 2014, or other tax year beginning , 2014, ending , 20 See separate instructions.
Your first name and initial Last name Your social security number

JAMES W. WRIGHT 266-47-2600

If a joint return, spouse's first name and initial Last name Spouse's social security number

MYOUNG WRIGHT 262-87-0316

Home address (number and street). If you have a P.O. box, see instructions. Apt. no.
p Make sure the SSN(s) above

1121 LEISURE AVENUE and on line 6c are correct.

City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign
Check here if you, or your spouse
TAMPA FL 33613 if filing jointly, want $3 to go to this
fund. Checking a box below will
Foreign country name Foreign province/state/county Foreign postal code not change your tax or refund.

You Spouse
Head of household (with qualifying person). (See instructions.) If
Filing Status 1 Single 4 the qualifying person is a child but not your dependent, enter this
2 X Married filing jointly (even if only one had income) child's name here. u

Check only one 3 Married filing separately. Enter spouse's SSN above 5 Qualifying widow(er) with dependent child
box. and full name here. u
X Boxes checked
2
Exemptions
6a
b X
Yourself. If someone can claim you as a dependent, do not check box 6a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Spouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . } on 6a and 6b
No. of children
(4) ü if on 6c who:
c Dependents: child under
(2) Dependent's (3) Dependent's age 17 qual. • lived with you 1
for child
social security number relationship to you tax credit •youdidduenottolive with
divorce
(1) First name Last name (see instr.)
or separation
If more than four ASHLEY K WRIGHT 594-43-8610 DAUGHTER (see instructions)
dependents, see
instructions and Dependents on 6c
check here u not entered above

Add numbers on
d Total number of exemptions claimed ................................................................................ lines above u 3
7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 91,895
Income 8a Taxable interest. Attach Schedule B if required ........................................................ 8a
Attach Form(s) b Tax-exempt interest. Do not include on line 8a . . . . . . . . . . . . . . . . . . . . . . 8b
W-2 here. Also 9a Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a
attach Forms
b Qualified dividends .................................................. 9b
W-2G and
1099-R if tax 10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
was withheld. 11 Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
If you did not 12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
get a W-2, 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
see instructions. 14 Other gains or (losses). Attach Form 4797 ............................................................. 14
15a IRA distributions . . . . . . . . . . . . . . 15a 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
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20a Social security benefits . . . . . . . . . . . 20a b Taxable amount . . . . . . . . . . . . . . 20b
21 Other income. List type and amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Combine the amounts in the far right column for lines 7 through 21. This is your total income u 22 91,895
23 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Adjusted 24 Certain business expenses of reservists, performing artists, and
Gross fee-basis government 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 paid b Recipient's SSN u 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
36 Add lines 23 through 35 ............................................................................... 36
37 Subtract line 36 from line 22. This is your adjusted gross income ................................ u 37 91,895
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2014)
DAA
 15686 04/13/2015 2:32 PM

Form 1040 (2014) JAMES W. & MYOUNG WRIGHT 266-47-2600 Page 2

Tax and 38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 91,895
Credits 39a Check You were born before January 2, 1950, Blind.
if: {Spouse was born before January 2, 1950, Blind.
Total boxes
checked u } 39a
b If your spouse itemizes on a separate return or you were a dual-status alien, check here u 39b
Standard
Deduction 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ............... 40 21,765
for— 41 Subtract line 40 from line 38 ........................................................................... 41 70,130
• People who
check any
42 Exemptions. If line 38 is $152,525 or less, multiply $3,950 by the number on line 6d. Otherwise, see instructions . . . . . . . . . . . . . . 42 11,850
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- ......................................... 43 58,280
39a or 39b or Form(s) Form
who can be 44 Tax (see instr.). Check if any from: a 8814 b 4972
c . ........................ 44 7,834
claimed as a
dependent,
45 Alternative minimum tax (see instructions). Attach Form 6251 .......................................
45
see 46 Excess advance premium tax credit repayment. Attach Form 8962 46
instructions. .....................................

• All others:
47 Add lines 44, 45, and 46 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 47 7,834
Single or 48 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . . . . . . . . . 48
Married filing
separately, 49 Credit for child and dependent care expenses. Attach Form 2441 ..... 49
$6,200
50 Education credits from Form 8863, line 19 ............................ 50
Married filing
jointly or 51 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . . . 51
Qualifying
widow(er), 52 Child tax credit. Attach Schedule 8812, if required . . . . . . . . . . . . . . . . . . . . 52
$12,400
53 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . . . . 53
Head of
household, 54 Other credits from Form: a 3800 b 8801 c 54
$9,100
55 Add lines 48 through 54. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 56 7,834
57 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Other Unreported social security and Medicare tax from Form: a 4137 b 8919 . . . . . . . . . . . . 58
58
Taxes 59
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ..............
60a Household employment taxes from Schedule H ........................................................ 60a
b First-time homebuyer credit repayment. Attach Form 5405 if required .................................. 60b
61 Health care: individual responsibility (see instructions) Full-year coverage X ..................... 61
62 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 62
63 Add lines 56 through 62. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 63 7,834
64 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . . 64 11,661
Payments 65 2014 estimated tax payments and amount applied from 2013 return . . . . . . . . . . . . 65
If you have a 66a Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66a
qualifying
b Nontaxable combat pay election . . . . . 66b
child, attach
Schedule EIC. 67 Additional child tax credit. Attach Schedule 8812 ..................... 67
68 American opportunity credit from Form 8863, line 8 .................. 68
69 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
70 Amount paid with request for extension to file . . . . . . . . . . . . . . . . . . . . . . . . 70
71 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . . 71
72 Credit for federal tax on fuels. Attach Form 4136 ..................... 72
73 Credits from Form: a 2439 b Reserved c Reserved d 73
74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 74 11,661
Refund 75 If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid .......... 75 3,827
76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here ........... u 76a 3,827
Direct deposit? u b Routing number 063114577 u c Type: X Checking Savings
See
instructions.
u d Account number 244242-06
77 Amount of line 75 you want applied to your 2015 estimated tax u 77
Amount 78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions . . . . . . . u 78
You Owe 79 Estimated tax penalty (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Do you want to allow another person to discuss this return with the IRS (see instructions)? X Yes. Complete below. No
Third Party
Designee's
Personal identification number (PIN) u 18311
Designee
name u JAMES M FIELDER, JR, CPA Phone no. u 813-961-0990
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief,
Sign they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Daytime phone number
Here Your signature Date Your occupation
Joint return?
See instr.
SALES REP If the IRS sent you an Identity
Keep a copy Spouse's signature. If a joint return, both must sign. Date Spouse's occupation Protection PIN,
for your enter it here
records. RETAIL SALES (see instr.)
Print/Type preparer's name Preparer's signature Date
Check X if PTIN

Paid JAMES M FIELDER, JR, CPA 04/13/15 self-employed P00590335

Preparer Firm's name u FIELDER & COMPANY CPAS Firm's EIN u 59-1831143
Use Only Firm's address u 13902 N DALE MABRY HWY STE 122 Phone no.

TAMPA FL 33618 813-961-0990

[Link]/form1040
DAA Form 1040 (2014)
 15686 04/13/2015 2:32 PM

SCHEDULE A Itemized Deductions OMB No. 1545-0074

(Form 1040)

Department of the Treasury

u Information about Schedule A and its separate instructions is at [Link]/schedulea. 2014
Attachment
Attach to Form 1040.
Internal Revenue Service (99) Sequence No. 07
Name(s) shown on Form 1040 Your social security number

JAMES W. & MYOUNG WRIGHT 266-47-2600

Caution. Do not include expenses reimbursed or paid by others.
Medical 1 Medical and dental expenses (see instructions) 1 10,295
......................
and 2 Enter amount from Form 1040, line 38 2 91,895
Dental 3 Multiply line 2 by 10% (.10). But if either you or your spouse was
Expenses born before January 2, 1950, multiply line 2 by 7.5% (.075) instead 3 9,190
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 1,105
Taxes You 5 State and local (check only one box):
Paid 5 1,183
a
b X
Income taxes, or
General sales taxes } ....................................

6 Real estate taxes (see instructions) .................................. 6 3,085

7 Personal property taxes .............................................. 7
8 Other taxes. List type and amount ................................

....................................................................... 8
9 Add lines 5 through 8 .................................................................................. 9 4,268
Interest 10 Home mortgage interest and points reported to you on Form 1098 ............. 10 1,396
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
Note. person's name, identifying no., and address ............................
Your mortgage
.......................................................................
interest
deduction may .......................................................................
be limited (see ....................................................................... 11
instructions). 12 Points not reported to you on Form 1098. See instructions for
special rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Mortgage insurance premiums (see instructions) . . . . . . . . . . . . . . . . . . . . . 13
14 Investment interest. Attach Form 4952 if required. (See
instructions.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Add lines 10 through 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 1,396
Gifts to 16 Gifts by cash or check. If you made any gift of $250 or more,
Charity see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 1,550
If you made a 17 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
see instructions.
19 Add lines 16 through 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 1,550
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,
job education, etc. Attach Form 2106 or 2106-EZ if required.
and Certain
(See instructions.) ................................................
Miscellaneous
FORM 2106 EXPENSES
. ..................................................................... 21 14,959
Deductions 22 Tax preparation fees 22 325
.................................................
23 Other expenses—investment, safe deposit box, etc. List type
and amount ......................................................

.......................................................................
23
24 Add lines 21 through 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 15,284
25 Enter amount from Form 1040, line 38 25 91,895
26 Multiply line 25 by 2% (.02) ..........................................
26 1,838
27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 13,446
Other 28 Other—from list in instructions. List type and amount ...............................................
Miscellaneous
Deductions ......................................................................................................... 28
Total 29 Is Form 1040, line 38, over $152,525?
Itemized X No. Your deduction is not limited. Add the amounts in the far right column
for lines 4 through 28. Also, enter this amount on Form 1040, line 40. 29 21,765
Deductions .............
Yes. Your deduction may be limited. See the Itemized 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
deduction, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule A (Form 1040) 2014
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Form 2106 Employee Business Expenses OMB No. 1545-0074

Department of the Treasury

u Attach to Form 1040 or Form 1040NR. 2014
Attachment
Internal Revenue Service (99) u Information about Form 2106 and its separate instructions is available at [Link]/form2106. Sequence No. 129
Your name Occupation in which you incurred expenses Social security number
JAMES W. WRIGHT SALES REP 266-47-2600
Part I Employee Business Expenses and Reimbursements
Column A Column B
Step 1 Enter Your Expenses Other Than Meals Meals and
and Entertainment Entertainment

1 Vehicle expense from line 22 or line 29. (Rural mail carriers: See
instructions.) ............................................................................ 1 12,129
2 Parking fees, tolls, and transportation, including train, bus, etc., that
did not involve overnight travel or commuting to and from work . . . . . . . . . . . . . . . . . . . . . . . . . . 2 525
3 Travel expense while away from home overnight, including lodging,
airplane, car rental, etc. Do not include meals and entertainment ........................ 3 289
4 Business expenses not included on lines 1 through 3. Do not include
meals and entertainment ................................................................ 4 1,870

5 Meals and entertainment expenses (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 291

6 Total expenses. In Column A, add lines 1 through 4 and enter the
result. In Column B, enter the amount from line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 14,813 291

Note. If you were not reimbursed for any expenses in Step 1, skip line 7 and enter the amount from line 6 on line 8.

Step 2 Enter Reimbursements Received From Your Employer for Expenses Listed in Step 1

7 Enter reimbursements received from your employer that were not

reported to you in box 1 of Form W-2. Include any reimbursements
reported under code "L" in box 12 of your Form W-2 (see
instructions) ............................................................................. 7

Step 3 Figure Expenses To Deduct on Schedule A (Form 1040 or Form 1040NR)

8 Subtract line 7 from line 6. If zero or less, enter -0-. However, if line 7
is greater than line 6 in Column A, report the excess as income on
Form 1040, line 7 (or on Form 1040NR, line 8) .......................................... 8 14,813 291
Note. If both columns of line 8 are zero, you cannot deduct
employee business expenses. Stop here and attach Form 2106 to
your return.

9 In Column A, enter the amount from line 8. In Column B, multiply line

8 by 50% (.50). (Employees subject to Department of Transportation
(DOT) hours of service limits: Multiply meal expenses incurred while
away from home on business by 80% (.80) instead of 50%. For
details, see instructions.) ................................................................ 9 14,813 146
10 Add the amounts on line 9 of both columns and enter the total here. Also, enter the total on
Schedule A (Form 1040), line 21 (or on Schedule A (Form 1040NR), line 7). (Armed Forces
reservists, qualified performing artists, fee-basis state or local government officials, and individuals
with disabilities: See the instructions for special rules on where to enter the total.) ..................................... 10 14,959
For Paperwork Reduction Act Notice, see your tax return instructions. Form 2106 (2014)

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Form 2106 (2014) JAMES W. WRIGHT 266-47-2600 Page 2

Part II Vehicle Expenses
Section A–General Information (You must complete this section if you
(a) Vehicle 1 (b) Vehicle 2
are claiming vehicle expenses.)
11 Enter the date the vehicle was placed in service .................................................... 11 01/01/09
12 Total miles the vehicle was driven during 2014 ..................................................... 12 22,444 miles miles
13 Business miles included on line 12 ................................................................. 13 21,659 miles miles
14 Percent of business use. Divide line 13 by line 12 .................................................. 14 96.502 % %
15 Average daily roundtrip commuting distance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 miles miles
16 Commuting miles included on line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 miles miles
17 Other miles. Add lines 13 and 16 and subtract the total from line 12 ................................ 17 785 miles miles
18 Was your vehicle available for personal use during off-duty hours? ..................................................................... X Yes No
19 Do you (or your spouse) have another vehicle available for personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes No
20 Do you have evidence to support your deduction? ...................................................................................... X Yes No
21 If "Yes," is the evidence written? ....................................................................................................... X Yes No
Section B–Standard Mileage Rate (See the instructions for Part II to find out whether to complete this section or Section C.)
22 Multiply line 13 by 56¢ (.56). Enter the result here and on line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 12,129
Section C–Actual Expenses (a) Vehicle 1 (b) Vehicle 2
23 Gasoline, oil, repairs, vehicle
insurance, etc. ......................... 23
24a Vehicle rentals ......................... 24a
b Inclusion amount (see instructions) . . . . . 24b
c Subtract line 24b from line 24a ......... 24c
25 Value of employer-provided vehicle
(applies only if 100% of annual
lease value was included on Form
W-2–see instructions) . . . . . . . . . . . . . . . . . . 25
26 Add lines 23, 24c, and 25 .............. 26
27 Multiply line 26 by the percentage
on line 14 .............................. 27
28 Depreciation (see instructions) ......... 28
29 Add lines 27 and 28. Enter total
here and on line 1 ...................... 29
Section D–Depreciation of Vehicles (Use this section only if you owned the vehicle and are completing Section C for the vehicle.)
(a) Vehicle 1 (b) Vehicle 2
30 Enter cost or other basis (see
instructions) ............................ 30
31 Enter section 179 deduction (see
instructions) ............................ 31
32 Multiply line 30 by line 14 (see
instructions if you claimed the
section 179 deduction) ................. 32
33 Enter depreciation method and
percentage (see instructions) . . . . . . . . . . . 33
34 Multiply line 32 by the percentage
on line 33 (see instructions) ............ 34
35 Add lines 31 and 34 .................... 35
36 Enter the applicable limit explained
in the line 36 instructions ............... 36
37 Multiply line 36 by the percentage
on line 14 .............................. 37
38 Enter the smaller of line 35 or line
37. If you skipped lines 36 and 37,
enter the amount from line 35.
Also enter this amount on line 28
above .................................. 38
Form 2106 (2014)

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 15686 04/13/2015 2:32 PM

Form 1040 General Sales Tax Deduction Worksheet 2014

Name as shown on return Taxpayer Identification Number
JAMES W. & MYOUNG WRIGHT 266-47-2600
State of Locality of
FLORIDA HILLSBOROUGH (1.00)
General Sales Tax from IRS Tables
1. Enter the amount of adjusted gross income (AGI) from Form 1040, Line 38 ............................................... 1. 91,895
2. Add the nontaxable amounts from Form 1040, lines 8b, 15a, 16a, 20a (Exclude rollovers and tax-free Sec. 1035 exchanges) 2.
3. Add the following nontaxable items: nontaxable combat pay, public assistance, veteran's benefits, and workers' compensation.
Also include any amounts which increase spendable income, such as the refundable portion of refundable tax credits
received in 2014 ........................................................................................................ 3. 58
4. Add lines 1 through 3, this is income for general sales tax table purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 91,953
5. Enter the amount from the sales tax table in the Schedule A instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 1,014
Part-year residents, complete lines 6 - 8; Full-year residents skip lines 6 - 8
and enter the amount from line 5 on line 9
6. Enter the number of days of residence in state .............................................. 6.
7. Total days in year ........................................................................... 7. 365
8. Divide line 6 by line 7 (rounded to at least 3 decimal places) ................................. 8.
9. Multiply line 5 by line 8, this is the deductible general sales tax using the IRS table. 9. 1,014

Local Sales Tax Using IRS Tables

10. Enter the amount from the sales tax table in the Schedule A instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 1,014
11. If you are a resident of Alaska, Arizona, Arkansas, Colorado, Georgia, Illinois, Louisiana, Missouri
New York State, North Carolina, South Carolina, Tennessee, Utah, Virginia, or West Virginia, enter
the amount from the applicable Optional Local Sales Tax Table in the Schedule A instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.

12. Enter the local general sales tax rate (exclude statewide local sales tax rate) . . . . . . . . . . . . . . . . . 12. 1.00000
13. Enter the state general sales tax rate (include statewide local sales tax rate) ................. 13. 6.0000
14. Divide line 12 by line 13 (rounded to at least 3 decimal places) .............................. 14. 0.167
15. If you entered an amount on line 11, multiply line 11 by line 12. This is the local sales tax
using the optional local sales tax tables.
Part-year residents, complete lines 16 - 18; Full-year residents skip lines 16 - 18
and enter the amount from line 15 on line 19
If you did not enter an amount on line 11, multiply line 10 by line 14. This is the local sales tax 15. 169
using the optional state and certain local sales tax tables.
Part-year residents, complete lines 16 - 18; Full-year residents skip lines 16 - 18
and enter the amount from line 15 on line 19
16. Enter the number of days of residence in locality ............................................ 16.
17. Total days in year ........................................................................... 17. 365
18. Divide line 16 by line 17 (rounded to at least 3 decimal places) .............................. 18.
19. Multiply line 15 by line 18. This is the deductible general local sales tax using the IRS tables. ............................. 19. 169

General Sales Tax Summary

20. Enter the sum of line 9 from all General Sales Tax Deduction Worksheets ................................................ 20. 1,014
21. Enter the sum of line 19 from all General Sales Tax Deduction Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21. 169
22. Add lines 20 and 21, this is the total General Sales taxes using the tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22. 1,183
23. Enter the actual state and local general sales taxes paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Enter the greater of line 22 or line 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 1,183
25. Enter the state and local taxes paid on specified items (major purchases) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.
26. Add lines 24 and 25, this is the deductible General Sales tax .............................................................. 26. 1,183
27. Enter total state and local income taxes paid .............................................................................. 27.

Enter the greater of line 26 or 27 on Schedule A, line 5. If line 26 is greater, mark Schedule A, line 5b. If line 27 is greater, mark Schedule A, line 5a.
 15686 04/13/2015 2:32 PM

Form 1040 Qualified Tuition Program Distribution Worksheet 2014

Name Taxpayer Identification Number

JAMES W. & MYOUNG WRIGHT 266-47-2600

Taxpayer Spouse

1. Enter your total earnings distributed from QTPs ............................................. 1. 810

2. Enter your adjusted education expenses allocated to QTPs .................................. 2. 1,463

3. Enter your total gross distributions from QTPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 1,463

4. Enter the nontaxable QTP factor (divide line 2 by line 3) ..................................... 4. 1.0000

5. Enter the nontaxable portion of QTP earnings (multiply line 1 by line 4) ...................... 5. 810
6. Enter your taxable portion of QTP earnings (subtract line 5 from line 1)
This is the taxable portion of all QTPs for the year. Enter the amount here
and include it on line 21 of Form 1040 ....................................................... 6.

7. Enter the amount of QTP distributions that are not subject to additional tax.
Enter the amount here and include the amount on line 6 of Form 5329. . . . . . . . . . . . . . . . . . . . . . . 7.

8. Subtract line 7 from line 6. This is the amount of QTP distributions subject to the
additional tax, enter the amount here and include it on line 7 of Form 5329. ........... 8. 0 0
 15686 04/13/2015 2:32 PM

Form 1040 QTP/ESA Basis Worksheet 2014

Name Taxpayer Identification Number

JAMES W. & MYOUNG WRIGHT 266-47-2600

Payer's/Trustee's name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FLORIDA PREPAID COLLEGE PLAN

Account type . . . . . . . . . . . . . . . . . STATE QTP Account number
Beneficiary first name ..................................... ASHLEY K Beneficiary last name WRIGHT

Worksheet for Determining QTP/ESA Basis Amounts

1. Basis in QTP/ESA as of December 31, 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.

2. Enter QTP/ESA contributions for 2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Add lines 1 and 2 ............................................................................................................. 3.
4. Enter distributions from this QTP/ESA during 2014 ........................................................................... 4. 653
5. Subtract Line 4 from Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 0
6. Other increases or decreases to basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Basis in your QTP or ESA as of December 31, 2014 ....................................................................... 7.
15686 WRIGHT, JAMES W. & MYOUNG 4/13/2015 2:32 PM
266-47-2600 Federal Statements

Schedule A, Line 1 - Medical and Dental Expenses

Description Amount
MEDICAL/DENTAL EXPENSES $ 2,872
INSURANCE PREMIUMS 4,908
PRESCRIPTION DRUGS 2,515
TOTAL $ 10,295

Schedule A, Line 5b - State and Local General Sales Taxes

Description Amount
GENERAL SALES TAX $ 1,183
TOTAL $ 1,183

Schedule A, Line 6 - Real Estate Taxes

Description Amount
RESIDENCE $ 3,085
TOTAL $ 3,085

Schedule A, Line 10 - Home Mortgage Interest & Points From Form 1098

Description Amount
CITIMORTGAGE $ 1,093
FIRST TENNESSEE BANK 303
TOTAL $ 1,396

Schedule A, Line 16 - Charitable Contributions by Cash or Check

Description Amount
ST MARY'S CHURCH $ 1,550
TOTAL $ 1,550
15686 WRIGHT, JAMES W. & MYOUNG 4/13/2015 2:32 PM
266-47-2600 Federal Statements

SALES REP
Form 2106, Line 4 - Business Expenses Not Included on Lines 1 through 3

Description Amount
OFFICE SUPPLIES $ 544
POSTAGE & SHIPPING 80
TELEPHONE 1,240
NONVEHICLE DEPRECIATION 6
TOTAL $ 1,870
 15686 WRIGHT, JAMES W. & MYOUNG 04/13/2015 2:32 PM
266-47-2600 Federal Asset Report
FYE: 12/31/2014 SALES REP

Date Bus Sec Basis

Asset Description In Service Cost % 179 Bonus for Depr Per Conv Meth Prior Current

Prior MACRS:
1 COMPUTER UPGRADE 7/01/09 203 X 101 5 HY 200DB 197 6
203 101 197 6

Listed Property:
2 BUS USE OF PERSONAL AUTO 1/01/09 0 96.50 0 0 HY 0 0
0 0 0 0

Grand Totals 203 101 197 6

Less: Dispositions and Transfers 0 0 0 0
Less: Start-up/Org Expense 0 0 0 0
Net Grand Totals 203 101 197 6
 15686 04/13/2015 2:32 PM

Form 1040 Salaries & Wages Report 2014

Name Taxpayer Identification Number
JAMES W. & MYOUNG WRIGHT 266-47-2600
T/S Employer Federal Wages Federal Withheld Soc Sec Wages
A S BABE ZAHARIAS GOLF COURSE 10,059 9,614
B T PALM BEACH WINDOW & DOOR 81,836 11,661 81,836
C
D
E
F
G
H
I
J
K
L
M

Taxpayer 81,836 11,661 81,836

Spouse 10,059 9,614
Totals 91,895 11,661 91,450

Soc Sec Withheld Medicare Wages Medicare Withheld Soc Sec Tips Allocated Tips Dep Care Ben Other, Box 14
A 641 10,346 150 732
B 5,074 81,836 1,187
C
D
E
F
G
H
I
J
K
L
M

Taxpayer 5,074 81,836 1,187

Spouse 641 10,346 150 732
Totals 5,715 92,182 1,337 732
State State Wages State Withheld Name of Locality Local Wages Local Withheld
A
B
C
D
E
F
G
H
I
J
K
L
M

Taxpayer
Spouse
Totals
 15686 04/13/2015 2:32 PM

Form 1040 Two Year Comparison Report - Page 1 2013 & 2014
Name Taxpayer Identification Number
JAMES W. & MYOUNG WRIGHT 266-47-2600
2013 2014 Differences
Filing Status MFJ MFJ
Dependents claimed 1 1
1. Salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 58,737 91,895 33,158
2. Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Tax exempt interest income ...................................
3.
4. Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 7 -7
5. Qualified dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 7 -7
6. Taxable state/local refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
I 8. Business income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
n 9. Capital gain/loss .............................................. 9. 32 -32
c 10. Other gains/losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
o 11. Taxable IRA distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
m 12. Taxable pensions ............................................. 12.
e 13. Rent and royalty income including farm rental . . . . . . . . . . . . . . . . . 13.
14. Partnership/S corp income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
15. Estate or trust income ........................................ 15.
16. Farm income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17.
18. Taxable social security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 58,776 91,895 33,119
A 21. Moving expenses .............................................
21.
d 22. Deductible part of self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . 22.
j
u 23. SEP/SIMPLE/Qualified plans deductions . . . . . . . . . . . . . . . . . . . . . 23.
s 24. SE health insurance ..........................................
24.
t 25. Forfeited interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.
m
26. Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
e
n 27. IRA deductions ...............................................
27.
t 28. Student loan interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
s 29. Other adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29.
30. Adjusted gross income ..................................... 30. 58,776 91,895 33,119
31. Medical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 1,622 1,105 -517
D 32. Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32. 3,948 4,268 320
e 33. Interest 33. 4,781 1,396 -3,385
.......................................................
d 34. Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34. 1,270 1,550 280
u 35. Casualty losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
c 36. Miscellaneous expenses 36. 10,732 13,446 2,714
......................................
t 37. Allowable itemized deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37. 22,353 21,765 -588
i 38. Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38. 12,200 12,400 200
o ITEMIZED ITEMIZED
n 39. Deduction taken 39. 22,353 21,765 -588
..............................................
s 40. Subtract line 39 from line 30 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40. 36,423 70,130 33,707
41. Exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41. 11,700 11,850 150
42. Taxable income ............................................. 42. 24,723 58,280 33,557
 15686 04/13/2015 2:32 PM

Form 1040 Two Year Comparison Report - Page 2 2013 & 2014
Name Taxpayer Identification Number
JAMES W. & MYOUNG WRIGHT 266-47-2600
2013 2014 Differences
43. Taxable income from 2YR page 1, line 42 . . . . . . . . . . . . . . . . . . . . . 43. 24,723 58,280 33,557
44. Tax on taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44. 2,809 7,834 5,025
45. Alternative minimum tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45.
46. Excess advance premium tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . 46.
47. Child care credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47.
48. Education credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48. 353 -353
T 49. Retirement savings credit .....................................
49.
a 50. Child tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50.
x 51. General business credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.
52. Other credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.
C 53. Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53. 353 -353
o 54. Net tax liability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54. 2,456 7,834 5,378
m 55. Self-employment taxes ........................................
55.
p 56. Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56.
u 57. Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57. 2,456 7,834 5,378
t 58. Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58. 3,016 11,661 8,645
a 59. Estimated tax payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59.
t 60. Earned income credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60.
i 61. Additional Child tax credit .....................................
61.
o 62. Other refundable tax credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62. 236 -236
n 63. Other payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63.
64. Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64. 3,252 11,661 8,409
65. Tax due/-refund ............................................. 65. -796 -3,827 -3,031
66. Penalties and interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66.
67. Net tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67. -796 -3,827 -3,031
68. Refund applied to estimated tax payments .................... 68.
69. Refund received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69. -796 -3,827 -3,031
70. Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70. 15.0 % 15.0 %
71. Effective tax rate ............................................ 71. 10 % 13 %