Brock

Type of Documentation

James & Pamela Brock

William Brock

W-2: Wage and Tax Statements

$135,000

$9,000

1099-Div: Dividends and Distributions

$800

$2,200

Brokerage statement indicated that a stock investment increased in value but was not sold

$7,500

$22,000

1099-Int: Interest Income

$320

$900

Gambling winnings

$1,650

N/A

Insurance proceeds paid to beneficiary

$400,000

N/A

Rental income net of expenses

$3,000

N/A

1099-R: Distributions From
Pensions, Annuities, Retirement or
Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

N/A

$21,600

Net income from Westchester Wood

$32,500

N/A

Gift from parent

$27,000

N/A

SSA-1099: Social Security Benefits

N/A

$20,400

1099-G: Unemployment Compensation

$1,200

N/A

Adoption assistance

$11,500

N/A

Employer paid medical benefits

$10,000

$1,200

1099-Misc: Miscellaneous Income - Nonemployee Income

$1,500

N/A

Educational assistance

$5,000

N/A

Tax forms can be found on Internal Revenue Service's website at http://www.IRS.gov. Look for Forms and Publications and choose 2010 Form 1040. You may use the instructions to Form 1040.