Joint State Tax Return (e.g., ca sarah hooper leah cabrera marquez 4 -> StanfordEDU:
Nonresident states: Nonresident State(s) Taxpayer/Spouse/Joint Check
this box if you are in a Registered Domestic Partnership or a civil
union If you checked the box on the line above, also check the
appropriate box below: Check if this is your individual federal return
you are filing with the IRS Check if this is the joint return created
to file joint state tax return (see Help) X CA X Sarah M Hooper
& Leah A Cabrera-Marquez 640-44-1397 X CA X Page 4 Use the
PIN that you signed last year s tax return with.). Jj Complete Destruction Sam (e.g., fall bleacher leah -> StanfordEDU:
Caricature drawn in Brown Quad Hanszen fight, indigo and Meredith sword
fighting Martel, saw Sam, "you make me so happy" with mota twins
waterballons, old western showdown with Karina (stalked me across field)
and John (slash JJ) complete destruction Sam fell off the bleachers
Leah coming and kissing me before, and after the races at BB Dad watched
me chug Dinner with dad and Sam: Sam barfed.). Leah Chase Account Sarah Schwab Account Fund (e.g., fund discretionary spending leah chase account sarah -> StanfordEDU:
Funds for Discretionary Spending Leah Chase account + Sarah Schwab
account ~22% After-Tax Income Unnecessary though enjoyed living
expenses; contains greatest flexibility in budget. Any remaining money
not used in discretionary spending can be put into individual account
savings for enjoyable, larger future expenses (ex: tattoos) or saved for
larger discretionary purchases (ex: gifts) - transfer before the end of
the month. Clothing, entertainment, hobbies, weekend holidays,
charities, gifts, Amazon purchases, cosmetics ). Night (e.g., good leah -> StanfordEDU:
It s all in the framing, start approaching things from a different
angle. 10-4-2015 Last night was a really good for Leah and I. First
off, we had good, real people talk about the world and technological
advancement just the sort of stuff I had felt like our relationship
was missing.). Helen Chest Leah (e.g., hip -> StanfordEDU:
Helen chest thing Leah hip thing On the couch First night especially
the first time we talked about roles Texting over summer First time
eating her out On the couch, blind fold When did I learn something
important about myself even if it was something I never wanted to
learn?). Downtown Palo Alto (e.g., hoppin leah -> StanfordEDU:
They were so happy to see that I was happy, that Stanford was
beautiful, downtown Palo Alto was hoppin, leah and I were happy.). Pasadena La Leah Didn (e.g., job -> StanfordEDU:
On top of that, the degree I would have gotten would ve been medical
engineering, not setting me up well for my plan B, and I didn t like
Pasadena or LA plus Leah didn t have a job and I had a low
salary.). Community Health Worker Project Echo Diabete Time (e.g., leah kaschmittersmh cvhc org -> StanfordEDU:
leah.kaschmitter@smh-cvhc.org Community Health Worker 37984.0 Project
ECHO Diabetes in the Time of COVID-19: Nuts & Bolts of Remote
Insulin Adjustment and Diabetes Education - COVID-19 44069.0 0.0
Non-Physician Participation Credit 3, 44068.0 Email_Announcement Yes
UNITED STATES ID Rural Health Center Family Medicine & Community
Health ). Unit State Famili Medicine Community Health Community (e.g., leah kaschmittersmh cvhc org -> StanfordEDU:
leah.kaschmitter@smh-cvhc.org Community Health Worker 37983.0 Project
ECHO Diabetes in the Time of COVID-19: Diabetes & Substance Abuse in
the Time of COVID-19 - COVID-19 44062.0 0.0 Non-Physician Participation
Credit 3, 44062.0 Email_Announcement Yes UNITED STATES ID Health System
Family Medicine & Community Health ). Unit State Primari Care Commun Health (e.g., leah kaschmittersmh cvhc org -> StanfordEDU:
leah.kaschmitter@smh-cvhc.org Community Health Worker 37710.0 Project
ECHO Diabetes in the Time of COVID-19: Diabetes Distress & Coping in
the Time COVID-19 - COVID-19 44055.0 0.0 Non-Physician Participation
Credit 3, 44026.0 Email_Announcement No UNITED STATES ID Rural Health
Center Primary Care ). Ind Return 8958 Cabrera (e.g., leah return mock -> StanfordEDU:
Concerning community property: You each must attach your Form 8958 to
your Form 1040 showing how you figured the amount you are reporting on
your return check to make sure employer contributions are included on
box 12 of w-2 you file federally as single but report community income;
you MUST file state as married (filing jointly or separately -
separately is easy, but requires two state returns (more money for each
e-file plus less money saved on state taxes, easier bc you don't have to
redo the federal as a joint couple but you DO have to do two separate
returns; I did joint filing bc I couldn't e-file my own separate state
return so I might as well just file 1 joint return)) You can check if
you have an underpayment fee in turbo tax additional tax info,
underpayment penalty 2018 file names: 2018 Hooper file: contains our
state return REAL FED file: contains my ind fed return 2018 Cabrera:
contains leah's fed return MOCK: contains not meaningful things
California allows you to deduct the extra amount your employer paid for
an RDP health insurance -> just applies to Ca taxes, not federal
Important: California differs from federal.). Background (e.g., lot leah -> StanfordEDU:
Savana s background is a lot like Leah s: her family is kind of
unstable, she has to parent her mom, she s the quiet one in her family
but the loud one everywhere else, her family is much more boisterous
and immediately welcoming of Sam, and her perception of us is that we
re all completely put together.). Khan Job (e.g., opened day leah -> StanfordEDU:
If you believe in signs, look to the fact that you didn t get into
HST when you clearly should have; look to the fact that you got an SGF
and a high stipend, without which you would have gone to Boston; look to
the fact the Khan job opened up the day Leah decided she hated
Boston.). -- khan (e.g., opened leah -> StanfordEDU:
Buying arts and crafts at Michaels for my creativity final, telling mom
and dad about Stanford and Thailand they were thrilled about both
Lunch with Nikhil after he texted me Veggie egg rolls in North!!
with lots of giggles and discussion Researching Thailand trip Taco Bell
night trip with Nikhil, after he called me to because he didn t want
to go to sleep yet Right after "not mit"-->khan opens up-->Leah
gets khan :) Marissa s dad opened up a tech newsletter he gets each
week at his work in Chicago, and a story on our epilepsy senior project
was there I love the story of a guy in Ginger s FWIS who really wanted
the group to be close he kept on trying to convince Ginger that
they had to throw a crawl for their class, every time he would see
her.). Mom (e.g., picture leah -> StanfordEDU: We hugged outside of my car, packed tight and full of love, and my mom took a few pictures of Leah and me.). Leah Eb (e.g., playing card -> StanfordEDU:
I don t have too much to report from this day, but we had a really
lovely night that evening: Sam and Mom were playing the piano together;
me, leah, g and EB were playing cards followed by some games of
bananagrams with my Mom; my dad was in a great mood, and we enjoyed
talking to one another while watching Paul Simon play on the TV.). Sarah Hooper 12 2018 Leah Cabrera Marquez (e.g., record -> StanfordEDU:
The covered all 12 months for each individual below will be checked
regardless of the information entered Sarah Hooper 640-44-1397
12/05/94 X T Leah Cabrera-Marquez 592-35-0908 08/18/93 X S
1098-T Tuition Statement 2018 Worksheet G Keep for your records
Taxpayer s name Social Security No. 1098-T Information (Required): A
A Form 1098-T was received from this institution for 2018 Yes No B A
Form 1098-T was received from this institution for 2017 with Box 2
filled in and Box 7 checked Yes No Identify Student (Required): A
If student is Double-click to link this 1098-T to the applicable
Taxpayer or Spouse Student Information Worksheet B If student is
Double-click to link this 1098-T to the applicable Dependent Student
Information Worksheet Filer s name 1 Payments received for qualified
tuition and related expenses $ Street address City State Zip Code 2
Foreign province/county 3 If this box is checked, your educational
institution Foreign postal code Foreign country has changed its
reporting method for 2018 Filer s Employer Student s 4 Adjustments
made for a 5 Scholarships or grants Identification Number Taxpayer
Identification Number prior year $ $ Student s name 6 Adjustments to
7 Checked if the amount scholarships or grants in box 1 includes
Street address Apt.). State Sarah Hooper Leah Cabrera Marquez 3 (e.g., record -> StanfordEDU:
Federal Carryover Worksheet page 3 2018 Credit Carryovers 2017 2018
18 General business credit 18 19 Adoption credit from: a 2018 19a b
2017 b c 2016 c d 2015 d e 2014 e f 2013 f 20 Mortgage interest
credit from: a 2018 20 a b 2017 b c 2016 c d 2015 d 21 Credit for
prior year minimum tax 21 22 District of Columbia first-time homebuyer
credit 22 23 Residential energy efficient property credit 23 Other
Carryovers 2017 2018 24 Section 179 expense deduction disallowed 24 25
Excess a Taxpayer (Form 2555, line 46) 25 a foreign b Taxpayer (Form
2555, line 48) b housing c Spouse (Form 2555, line 46) c deduction: d
Spouse (Form 2555, line 48) d Charitable Contribution Carryovers 26
2017 Carryover of Other Property Capital Gain Cash charitable
contributions from: (a) 50% (b) 30% (c) 30% (d) 20% (e) 60% a 2017 b
2016 c 2015 d 2014 e 2013 27 2018 Carryover of Other Property
Capital Gain Cash charitable contributions from: (a) 50% (b) 30% (c)
30% (d) 20% (e) 60% a 2018 b 2017 c 2016 d 2015 e 2014 28 Amount
overpaid less earned income credit 2017 State Capital Loss Carryovers
(For users not transferring from the prior year) State Short-term AMT
Short-term Long-term AMT Long-term Capital Loss AMT Capital Loss ID
Capital Loss Capital Loss Capital Loss Capital Loss (combined)
(combined) for State for State for State for State for State for State
Sarah M Hooper & Leah A Cabrera-Marquez 640-44-1397 CA IRA
Information Worksheet 2018 G Keep for your records Name(s) Shown on
Return Social Security Number Part I Traditional IRA Taxpayer Spouse
Basis and Value 1 Total basis in traditional IRAs 2 Year-end value on
12/31/2018 3 Basis carryover as of 12/31/2018 Excess Contributions 4
Excess contributions as of 12/31/2017 5 Carryover of excess
contributions to 2019 Part II Roth IRA Taxpayer Spouse Basis
(Contribution and Conversion History) 6 Basis in Roth IRA contributions
7 Basis in Roth IRA conversions 8 Contribution basis carryover as of
12/31/2018 9 Conversion basis carryover as of 12/31/2018 Excess
Contributions 10 Excess contributions as of 12/31/2017 11 Carryover of
excess contributions to 2019 Part III Traditional IRA Basis Detail
Taxpayer Spouse 12 Basis for 2017 and earlier years 13 Adjustment due
to return of excess contributions 14 Rollover of nontaxable portion of a
qualified retirement plan 15 Basis received from former spouse due to
divorce or inherited 16 Basis transferred to former spouse due to
divorce 17 Adjusted total basis in Traditional IRAs Part IV
Traditional IRA Year-end Value Detail Taxpayer Spouse 18 Enter the
combined value of all traditional IRAs (including SEP and SIMPLE IRAs)
on 12/31/2018 (See Help) 19 If any amounts were recharacterized either
to or from any traditional IRA, enter the net amounts recharacterized
after 12/31/2018. qualified charitable distributions (QCD) made in
Jan. 2019 to be treated as made in December 2018 (See Help). 20 Enter
the total amount of any traditional IRA distributions that you rolled
over, or intend to roll over, to another traditional IRA, but the
rollover was (or will be) made after 12/31/2018 21 Check this box if
you converted all of the traditional IRAs you had in 2018 to Roth IRAs
in 2018 0.). Return (e.g., rejected ir leah -> StanfordEDU:
Your return has been rejected by the IRS Leah A Cabrera-Marquez
592-35-0908 June 21, 2020 10:25 AM PDT Additional information
from your 2019 Federal Tax Return Form 8958: Allocation of Tax Amounts
Between Certain Individuals in Community Property Status Line 2:
Interest Income (each payer) Continuation Statement Description TL
Allocation TaxpayerAllocation Spouse Allocation CHARLES SCHWAB BANK 8.
4. 4.). Distribution (e.g., subject net investment income tax sarah hooper leah -> StanfordEDU:
Tax Withholding Box 4 37 Total federal tax withheld Box 10 38 Total
state tax withheld Box 13 39 Total local tax withheld Nontaxable
Distributions for Sales Tax Deduction 40 Nontaxable IRA distributions
41 Nontaxable pension distributions Health Insurance Premiums 42
Health insurance deductible on Schedule A Taxable Distributions
included in Net Investment Income 43 Annuity payments and other
distributions that may be subject to the net investment income tax
Sarah M Hooper & Leah A Cabrera-Marquez 640-44-1397 0. 1,609. 0.
0. 0. 0.).).
StanfordEDU: The vows were really special Leah should go to allisons wedding
A soon as sam and mom s dance song started playing, mom started
bawling; sam and mom hugged on the dance floor. g and I started crying,
dad was crying, we all hugged Family Visit to Palo Alto It was so fun
that first day to show my parents my new life. Leah isa allison wedding Derived fact. Leah_isa_allison_wedding
StanfordEDU: There was Leah, who bought the tickets to go with me and spend time with me, and then allowed Taylor to come with me when she got sick. Leah isa bui ticket Derived fact. Leah_isa_bui_ticket
StanfordEDU: You do it only if you think your service was far more than expected. o Drink a glass of Ginja a sweet cherry liquor o Leah needs to be careful of pastries that might have almond extract. o Be careful walking into train/metro stations at night; only enter well-illuminated and well-traveled stations. Leah isa careful pastry Derived fact. Leah_isa_careful_pastry
StanfordEDU: When the races ended after a quick hello to 42, Leah drove nikhil, Ginger and I back to our colleges. Leah isa drive nikhil Derived fact. Leah_isa_drive_nikhil
StanfordEDU: To avoid an estimate
penalty, you must pay at least: 30 percent First quarter (April 15)
40 percent Second quarter (June 17) 0 percent Third quarter
(September 16) 30 percent Fourth quarter (January 15) Once you
re married, you can contribute $6000 (NOT $12000) to an IRA as long as Leah is making earned income and we are filing jointly. Leah isa earned income Derived fact. Leah_isa_earned_income
StanfordEDU: It was one of the happiest times I ve had in a while; I described it later to Leah as, that is my happy place. None of us had worries or fears, everyone was occupied and melding well; Leah was happy to meet and interact with nikhil and Ging; my dad was so happy to see us all there and hang out with us. Leah isa interact nikhil Derived fact. Leah_isa_interact_nikhil
StanfordEDU: However, Sam texted me
and actually asked if I wanted to hang out with Savana, in an effort to
integrate her more into the family (indication that I should ve
initiated this interaction a while ago Leah may have better intuition than me here.) We decided on mini golf and drinks. Leah isa intuition Derived fact. Leah_isa_intuition
StanfordEDU: Both such beautiful
girls. One last long talk with Lyndsey in our dorm room about
relationships, race, ourselves, while she finished packing up to move
out (after not sleeping all night to pack) Senior gala: wine by fairy
fountain w Nikhil; saw and walked around with Yamin; talked with Justin,
who is so friendly; hugged Morganne and Vinay; talked with Maritza and
Justin; Maritza said she heard woods say we were the best team he's ever
seen Brunch with TTC tacos at Alabama ice house, talking with Morgan
and petting her dogs Trampolinepark: Cody says, "every person I talk to,
whenever your name comes up the next thing that's said is, 'Sarah
Hooper, that girl is so smart' Everything is good right now: won senior
design, done with all of my classes, Leah has a job that will make us both happy, breakfast w g and Mitra, I have a future, my family is tight, I'm planning this se Asia trip... Leah isa job Derived fact. Leah_isa_job
StanfordEDU: Think of her family situation and how she was at the bridal shower you and Leah mirror those actions. Leah isa mirror action Derived fact. Leah_isa_mirror_action
StanfordEDU: Mom, Dad, and G (and Daisy, being held by Mom) waved me off. I stopped by Leah s on the way into town, to give her a quick hug and kiss hello. Leah isa Derived fact. Leah_isa
StanfordEDU: Our first week at Stanford was fun, filled with love and a whole lot of moving in. I drove Leah to/from work and stayed at the apartment to set everything up. Leah isa stai Derived fact. Leah_isa_stai
StanfordEDU: Leah works just right down the road, and there s every grocery imaginable between her and I. It is fun, exploring. Leah isa work road Derived fact. Leah_isa_work_road
StanfordEDU: Nonresident states: Nonresident state(s) taxpayer/Spouse/Joint
Check this box if you are in a Registered Domestic Partnership or a
civil union If you checked the box on the line above, also check the
appropriate box below: Check if this is your individual federal return you are filing with the IRS Check if this is the Joint return created to file Joint state tax return (see Help) X ca X sarah M hooper & leah A cabrera-marquez 640-44-1397 X ca X Page 4 Use the PIN that you signed last year s tax return with. Joint state tax return isa ca sarah hooper leah cabrera marquez 4 Derived fact. Joint_state_tax_return_isa_sarah_hooper_leah_cabrera_marquez
StanfordEDU: Leah doesn t seem to care about those things. Leah doesn isa care Derived fact. Leah_doesn_isa_care
StanfordEDU: Caricature drawn in Brown Quad Hanszen fight, indigo and Meredith sword fighting Martel, saw sam,
"you make me so happy" with mota twins waterballons, old western
showdown with Karina (stalked me across field) and John (slash Jj) complete destruction sam fell off the bleachers leah coming and kissing me before, and after the races at BB Dad watched me chug Dinner with dad and sam: sam barfed. Jj complete destruction sam isa fall bleacher leah Derived fact. complete_destruction_sam_isa_fall_bleacher_leah
StanfordEDU: funds for discretionary spending leah chase account + sarah schwab account
~22% After-Tax Income Unnecessary though enjoyed living expenses;
contains greatest flexibility in budget. Any remaining money not used in
discretionary spending can be put into individual account savings for enjoyable, larger future expenses (ex: tattoos) or saved for larger discretionary purchases
(ex: gifts) - transfer before the end of the month. Clothing,
entertainment, hobbies, weekend holidays, charities, gifts, Amazon purchases, cosmetics Leah chase account sarah schwab account fund isa fund discretionary spending leah chase account sarah Derived fact. Leah_chase_account_sarah_schwab_fund_isa_discretionary_spending_leah
StanfordEDU: It s all in the framing, start approaching things from a different angle. 10-4-2015 Last Night was a really good for leah and I. First off, we had good,
real people talk about the world and technological advancement just
the sort of stuff I had felt like our relationship was missing. Night isa good leah Derived fact. Night_isa_good_leah
StanfordEDU: Helen chest thing leah hip
thing On the couch First night especially the first time we talked
about roles Texting over summer First time eating her out On the couch,
blind fold When did I learn something important about myself even if it
was something I never wanted to learn? Helen chest leah isa hip Derived fact. Helen_chest_leah_isa_hip
StanfordEDU: They were so happy to see that I was happy, that Stanford was beautiful, Downtown palo alto was hoppin, leah and I were happy. Downtown palo alto isa hoppin leah Derived fact. Downtown_palo_alto_isa_hoppin_leah
StanfordEDU: On top of that, the degree I would have gotten would ve been medical engineering, not setting me up well for my plan B, and I didn t like Pasadena or la plus leah didn t have a job and I had a low salary. Pasadena la leah didn isa job Derived fact. Pasadena_leah_didn_isa_job
StanfordEDU: leah.kaschmitter@smh-cvhc.org Community health worker 37984.0 project echo diabetes in the time of COVID-19: Nuts & Bolts of Remote Insulin Adjustment and diabetes Education - COVID-19 44069.0 0.0 Non-Physician Participation Credit 3, 44068.0 Email_Announcement Yes UNITED STATES ID Rural health Center Family Medicine & Community health Community health worker project echo diabete time isa leah kaschmittersmh cvhc org Derived fact. Community_health_worker_project_echo_diabete_time_isa_leah_kaschmittersmh_cvhc_org
StanfordEDU: leah.kaschmitter@smh-cvhc.org CommUnity health
Worker 37983.0 Project ECHO Diabetes in the Time of COVID-19: Diabetes
& Substance Abuse in the Time of COVID-19 - COVID-19 44062.0 0.0
Non-Physician Participation Credit 3, 44062.0 Email_Announcement Yes UnitED stateS ID health System Family medicine & CommUnity health Unit state famili medicine community health community isa leah kaschmittersmh cvhc org Derived fact. Unit_state_famili_medicine_community_health_isa_leah_kaschmittersmh_cvhc_org
StanfordEDU: leah.kaschmitter@smh-cvhc.org CommUnity health
Worker 37710.0 Project ECHO Diabetes in the Time of COVID-19: Diabetes
Distress & Coping in the Time COVID-19 - COVID-19 44055.0 0.0
Non-Physician Participation Credit 3, 44026.0 Email_Announcement No UnitED stateS ID Rural health Center Primary care Unit state primari care commun health isa leah kaschmittersmh cvhc org Derived fact. Unit_state_primari_care_commun_health_isa_leah_kaschmittersmh_cvhc_org
StanfordEDU: Concerning community property: You each must attach your Form 8958 to your Form 1040 showing how you figured the amount you are reporting on your return
check to make sure employer contributions are included on box 12 of w-2
you file federally as single but report community income; you MUST
file state as married (filing jointly or separately - separately is
easy, but requires two state returns
(more money for each e-file plus less money saved on state taxes,
easier bc you don't have to redo the federal as a joint couple but you
DO have to do two separate returns; I did joint filing bc I couldn't e-file my own separate state return so I might as well just file 1 joint return))
You can check if you have an underpayment fee in turbo tax
additional tax info, underpayment penalty 2018 file names: 2018 Hooper
file: contains our state return REAL FED file: contains my Ind fed return 2018 cabrera: contains leah's fed return mock:
contains not meaningful things California allows you to deduct the
extra amount your employer paid for an RDP health insurance -> just
applies to Ca taxes, not federal Important: California differs from
federal. Ind return 8958 cabrera isa leah return mock Derived fact. Ind_return_8958_cabrera_isa_leah_mock
StanfordEDU: Savana s Background is a lot like leah
s: her family is kind of unstable, she has to parent her mom, she s
the quiet one in her family but the loud one everywhere else, her
family is much more boisterous and immediately welcoming of Sam, and her
perception of us is that we re all completely put together. Background isa lot leah Derived fact. Background_isa_lot_leah
StanfordEDU: If you believe in signs,
look to the fact that you didn t get into HST when you clearly should
have; look to the fact that you got an SGF and a high stipend, without
which you would have gone to Boston; look to the fact the Khan job opened up the day leah decided she hated Boston. Khan job isa opened day leah Derived fact. Khan_job_isa_opened_day_leah
StanfordEDU: We hugged outside of my car, packed tight and full of love, and my Mom took a few pictures of leah and me. Mom isa picture leah Derived fact. Mom_isa_picture_leah
StanfordEDU: I don t have too much to report from this day, but we had a really lovely night that evening: Sam and Mom were playing the piano together; me, Leah, g and eb were playing cards
followed by some games of bananagrams with my Mom; my dad was in a
great mood, and we enjoyed talking to one another while watching Paul
Simon play on the TV. Leah eb isa playing card Derived fact. Leah_isa_playing_card
StanfordEDU: transaction sarah quarter leah 15th leah 30th Total/Month Transact sarah transact sarah quarter leah 15th isa quarter leah 15th leah Derived fact. Transact_sarah_transact_quarter_leah_15th_isa
StanfordEDU: IRA Information Worksheet 2018 G Keep for your records
Page 3 Name(s) Shown on Return Social Security Number Part VI Roth
IRA Basis Adjustments Taxpayer Spouse Received From Former Spouse due
to Divorce or Inheritance Cumulative regular Roth IRA contributions,
including rollovers 61 from Roth 401(k) and Roth 403(b) 62 Cumulative
pre 2014 Conversions - taxable and nontaxable 63 2014 Conversion contributions taxable at Conversion 64 2014 Conversion contributions not taxable at Conversion 65 2015 Conversion contributions taxable at Conversion 66 2015 Conversion contributions not taxable at Conversion 67 2016 Conversion contributions taxable at Conversion 68 2016 Conversion contributions not taxable at Conversion 69 2017 Conversion contributions taxable at Conversion 70 2017 Conversion contributions not taxable at Conversion 71 2018 Conversion contributions taxable at Conversion 72 2018 Conversion contributions not taxable at Conversion
Transferred To Former Spouse due to Divorce Cumulative regular Roth
IRA contributions, including rollovers 73 from Roth 401(k) and Roth
403(b) 74 Cumulative pre 2014 Conversions - taxable and nontaxable 75 2014 Conversion contributions taxable at Conversion 76 2014 Conversion contributions not taxable at Conversion 77 2015 Conversion contributions taxable at Conversion 78 2015 Conversion contributions not taxable at Conversion 79 2016 Conversion contributions taxable at Conversion 80 2016 Conversion contributions not taxable at Conversion 81 2017 Conversion contributions taxable at Conversion 82 2017 Conversion contributions not taxable at Conversion 83 2018 Conversion contributions taxable at Conversion 84 2018 Conversion contributions not taxable at Conversion sarah M hooper & leah A cabrera-marquez 640-44-1397 Tax Summary 2018 G Keep for your records
Name (s) Total income Adjustments to income Adjusted gross income
Itemized/standard deduction Qualified business income deduction
Taxable income Tentative tax Additional taxes Alternative minimum tax
Total credits Other taxes Total tax Total payments Estimated tax
penalty Amount Overpaid Refund Amount Applied to Estimate Balance
due sarah M hooper & leah A cabrera-marquez 149,841. 149,841. 24,000. 125,841. 19,522. 37. 4. 19,489. 17,882. 1,607. 0. 0. 0. Conversion sarah hooper leah cabrera marquez 2018 isa record Derived fact. Conversion_sarah_hooper_leah_cabrera_marquez_2018_isa_record
StanfordEDU: Taxpayer s Prior year
PIN Spouse s Prior year PIN These signature PINs are chosen by the
taxpayer and spouse and used for e-filing your tax return Taxpayer s
PIN used to sign the return Spouse s PIN used to sign the return
Taxpayer: Drivers license or state ID number Issued by what state
License or ID license ID neither Decline Spouse Drivers license or state ID number Issued by what state License or ID license ID neither Decline sarah M hooper & leah A cabrera-marquez 640-44-1397 89607 X CA Y8674541 77789 X CA Y8674474 Personal Information Worksheet 2018 G Keep for your records
QuickZoom to another copy of Personal Information Worksheet QuickZoom
to Federal Information Worksheet Part I ' First name Middle initial
Last name Suffix Social security no. Member of U.S. Decline sarah hooper leah cabrera marquez 89607 isa record Derived fact. Decline_sarah_hooper_leah_cabrera_marquez_89607_isa_record
StanfordEDU: The covered all 12 months for each individual below will be checked regardless of the information entered Sarah hooper 640-44-1397 12/05/94 X T leah cabrera-marquez 592-35-0908 08/18/93 X S 1098-T Tuition Statement 2018 Worksheet G Keep for your records
Taxpayer s name Social Security No. 1098-T Information (Required):
A A Form 1098-T was received from this institution for 2018
Yes No B A Form 1098-T was received from this institution for 2017
with Box 2 filled in and Box 7 checked Yes No Identify Student
(Required): A If student is Double-click to link this 1098-T to the
applicable Taxpayer or Spouse Student Information Worksheet B If
student is Double-click to link this 1098-T to the applicable
Dependent Student Information Worksheet Filer s name 1 Payments
received for qualified tuition and related expenses $ Street address
City State Zip Code 2 Foreign province/county 3 If this box is
checked, your educational institution Foreign postal code Foreign
country has changed its reporting method for 2018
Filer s Employer Student s 4 Adjustments made for a 5 Scholarships
or grants Identification Number Taxpayer Identification Number prior
year $ $ Student s name 6 Adjustments to 7 Checked if the amount
scholarships or grants in box 1 includes Street address Apt. Sarah hooper 12 2018 leah cabrera marquez isa record Derived fact. Sarah_hooper_2018_leah_cabrera_marquez_isa_record
StanfordEDU: For specific
identification method, check the lots from which shares were sold. g
(a) (b) (c) (d) (e) (f) (g) (h) Lot Date L Adjusted Total Cost Cost
Shares Sold # S Number of Per From This Shares Share Lot 8 Totals
Part IV Computation of Cost Basis 9 Cost basis of shares sold. (a) (b)
(c) (d) (e) (f) Lot Date L Cost Number Cost # Acquired S Basis of
Basis Per Share Shares Total 10 Total 11 Total short-term 12 Total
long-term Part V Summary (a) (b) (c) Short-Term Long-Term Total 13
Number of shares 14 Date acquired 15 Date sold 16 Sales price 17
Cost basis 18 Gain or (loss) Sarah M hooper & leah A cabrera-marquez
640-44-1397 397.9590 4,742.14 11.9162 4,742.14397.9590 397.9590
397.9590 4,742.14 4,742.14 397.9590 Various 04/10/18 4,771.53
29.39 397.9590 Various 04/10/2018 4,771.53 4,742.14 29.39 1
11/20/17 S 134.3920 1,591.20 11.8400 X 134.3920 2 12/28/17 S 1.9250
23.22 12.0623 X 1.9250 3 12/28/17 S 0.0180 0.22 12.2222 X 0.0180 4
01/05/18 S 71.6600 882.13 12.3099 X 71.6600 5 04/03/18 S 189.9640
2,245.37 11.8200 X 189.9640 1 11/20/17 S 11.8400 134.3920 1,591.20 2
12/28/17 S 12.0623 1.9250 23.22 3 12/28/17 S 12.2222 0.0180 0.22 4
01/05/18 S 12.3099 71.6600 882.13 5 04/03/18 S 11.8200 189.9640
2,245.37 Form 1099-B Worksheet 2018 G Keep for your records
Name(s) Shown on Return Social Security No. Name of reporting
financial institution Acct Number Transactions (Numbers in bold to
the right of a box description correspond to specific IRS box numbers on
the official Form 1099-B. Sarah hooper leah cabrera marquez 8 9 isa record Derived fact. Sarah_hooper_leah_cabrera_marquez_isa_record
StanfordEDU: sarah or leah sarah M hooper & leah A cabrera-marquez 640-44-1397 sarah 640-44-1397 87 Hulme Court Stanford 403 CA 94305 X Form 1099-INT Worksheet 2018 G Keep for your records
Name(s) Shown on Return Social Security Number Ownership: Check if
Spouse (defaults to taxpayer) Check if Joint Payer s name Box 1
Interest income for 2018 (not included in box 3) Choose type if special
state handling (State Use Only ' see Help). Sarah leah sarah hooper leah cabrera marquez isa record Derived fact. Sarah_leah_sarah_hooper_cabrera_marquez_isa_record
StanfordEDU: Federal Carryover
Worksheet page 3 2018 Credit Carryovers 2017 2018 18 General business
credit 18 19 Adoption credit from: a 2018 19a b 2017 b c 2016 c d
2015 d e 2014 e f 2013 f 20 Mortgage interest credit from: a 2018 20 a
b 2017 b c 2016 c d 2015 d 21 Credit for prior year minimum tax 21
22 District of Columbia first-time homebuyer credit 22 23 Residential
energy efficient property credit 23 Other Carryovers 2017 2018 24
Section 179 expense deduction disallowed 24
25 Excess a Taxpayer (Form 2555, line 46) 25 a foreign b Taxpayer
(Form 2555, line 48) b housing c Spouse (Form 2555, line 46) c
deduction: d Spouse (Form 2555, line 48) d Charitable Contribution
Carryovers 26 2017 Carryover of Other Property Capital Gain Cash
charitable contributions from: (a) 50% (b) 30% (c) 30% (d) 20% (e) 60%
a 2017 b 2016 c 2015 d 2014 e 2013 27 2018 Carryover of Other
Property Capital Gain Cash charitable contributions from: (a) 50% (b)
30% (c) 30% (d) 20% (e) 60% a 2018 b 2017 c 2016 d 2015 e 2014 28
Amount overpaid less earned income credit 2017 State Capital Loss Carryovers (For users not transferring from the prior year) State
Short-term AMT Short-term Long-term AMT Long-term Capital Loss AMT
Capital Loss ID Capital Loss Capital Loss Capital Loss Capital Loss
(combined) (combined) for State for State for State for State for State for State sarah M hooper & leah A cabrera-marquez 640-44-1397 CA IRA Information Worksheet 2018 G Keep for your records
Name(s) Shown on Return Social Security Number Part I Traditional IRA
Taxpayer Spouse Basis and Value 1 Total basis in traditional IRAs 2
Year-end value on 12/31/2018 3 Basis carryover as of 12/31/2018 Excess
Contributions 4 Excess contributions as of 12/31/2017 5 Carryover of
excess contributions to 2019 Part II Roth IRA Taxpayer Spouse Basis
(Contribution and Conversion History) 6 Basis in Roth IRA contributions
7 Basis in Roth IRA conversions 8 Contribution basis carryover as of
12/31/2018 9 Conversion basis carryover as of 12/31/2018 Excess
Contributions 10 Excess contributions as of 12/31/2017 11 Carryover of
excess contributions to 2019 Part III Traditional IRA Basis Detail
Taxpayer Spouse 12 Basis for 2017 and earlier years 13 Adjustment due
to return of excess contributions 14 Rollover of nontaxable portion of a
qualified retirement plan 15 Basis received from former spouse due to
divorce or inherited 16 Basis transferred to former spouse due to
divorce 17 Adjusted total basis in Traditional IRAs Part IV
Traditional IRA Year-end Value Detail Taxpayer Spouse 18 Enter the
combined value of all traditional IRAs (including SEP and SIMPLE IRAs)
on 12/31/2018 (See Help) 19 If any amounts were recharacterized either
to or from any traditional IRA, enter the net amounts recharacterized
after 12/31/2018. qualified charitable distributions (QCD) made in
Jan. 2019 to be treated as made in December 2018 (See Help). 20 Enter
the total amount of any traditional IRA distributions that you rolled
over, or intend to roll over, to another traditional IRA, but the
rollover was (or will be) made after 12/31/2018 21 Check this box if
you converted all of the traditional IRAs you had in 2018 to Roth IRAs
in 2018 0. State sarah hooper leah cabrera marquez 3 isa record Derived fact. State_sarah_hooper_leah_cabrera_marquez_isa_record
StanfordEDU: Check one: (a) 50% charity (b) Other than 50% charity sarah M hooper & leah A cabrera-marquez 640-44-1397 X X Federal Information Worksheet 2018 G Keep for your records part I ' Personal Information Information in part I is completely calculated from entries on Personal Information Worksheets. X2018 charity sarah hooper leah cabrera marquez isa record part Derived fact. X2018_charity_sarah_hooper_leah_cabrera_marquez_isa_record_part
StanfordEDU: Your Return has been rejected by the irS leah A Cabrera-Marquez 592-35-0908 June 21, 2020 10:25 AM PDT Additional information from your 2019 Federal Tax Return
Form 8958: Allocation of Tax Amounts Between Certain Individuals in
Community Property Status Line 2: Interest Income (each payer)
Continuation Statement Description TL Allocation TaxpayerAllocation
Spouse Allocation CHARLES SCHWAB BANK 8. 4. 4. Return isa rejected ir leah Derived fact. Return_isa_rejected_leah
StanfordEDU: sarah savings bonds c8+d8 0.0 1000.0 leah chase checking SUM(H8:I8) 0.0 0.0 n.g. Sarah saving bond leah chase check sarah isa sarah saving bond c8 d8 leah chase Derived fact. Sarah_saving_bond_leah_chase_check_sarah_isa
StanfordEDU: tax Withholding Box 4 37 Total federal tax withheld Box 10 38 Total state tax withheld Box 13 39 Total local tax withheld Nontaxable Distributions for Sales tax Deduction 40 Nontaxable IRA Distributions 41 Nontaxable pension Distributions Health Insurance Premiums 42 Health insurance deductible on Schedule A taxable Distributions included in net investment income 43 Annuity payments and other Distributions that may be subject to the net investment income tax sarah M hooper & leah A Cabrera-Marquez 640-44-1397 0. 1,609. 0. 0. 0. 0. Distribution isa subject net investment income tax sarah hooper leah Derived fact. Distribution_isa_subject_net_investment_income_tax_sarah_hooper_leah
StanfordEDU: I saw how Savana s Pain might translate to leah. Pain isa translate leah Derived fact. Pain_isa_translate_leah