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efta-efta01195154DOJ Data Set 9Other

SCHEDULE B

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DOJ Data Set 9
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efta-efta01195154
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EFTA Disclosure
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SCHEDULE B (Form 1040A or 1040) OWMFMndtherMetlly klt(trkal ROVONJO Stni0a (99) 09 Information about Schedule B (Form 1040A or 1040) and its instructions is at „„,„„, ,et ( o te. *Nome flown on natan Interest and Ordinary Dividends Ile Attach to Form 1040A or 1040. JOSHUA M. Part I Interest BLACK did OMB No I ra45•0074 2013 /tOoVonert Sationroa No CO GS Note. If you received a Form 1099INT. Form 10990ID, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form. 1 List name of payer. If any interest is from a sellergnanced mortgage and the buyer used the property as a personal residence. see instructions and list this interest first. Also, show that buyer's social security number and address b. JMB 2011 TRUST GOLDMAN SACHS A/C CHASE A/C JMB 2011 TRUST (TRON TRUST) SUBTOTAL FOR LINE 1 TAX-EXEMPT INTEREST SEE STATEMENT 9 2 Add the amounts on line 1 3 Excludable interest on series EE and I U.S. savings bonds Issued after 1989. Attach Form 8815 4 Subtract line 3 from line 2. Enter the result here and on Form 1040A, or Form 1040, Nne 8a PP. Amount 464,629 1,375. 39 121,870 587,913 -1,375. 586,538 3 4 586,538 Note. If line 4 is over 51.500. you must complete Part III Amount Part II Ordinary Dividends Note. If you received a Form 1099DIV or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form. Part III Foreign Accounts and Trusts 321501 09-30-13 If "Yes,' you may have to file Form 3520. See instructions 5 List name of payer p. COLUMBIA MANAGEMENT GOLDMAN SACHS A/C# MICROSOFT CORPORATION GOLDMAN SACHS A/CF 6 Add the amounts on line 5. Enter the total here and on Form 1040A. or Form 1040. line 9a Il• Note. If line 6 is over $1,500, you must complete Part III. You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends: (b) had a foreign account: or (c) received a distribution from. or were a grantor of. or a transferor to. a foreign trust. la At any time during 2013, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? See instructions If "Yes,' are you required to file FInCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), formerly TD F 90.22.1 to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filing requirements and exceptions to those requirements b If you are required to file FinCen Form 114, enter the name of the foreign country where the financial account is located 8 During 2013, did you receive a distribution from, or were you the grantor of. or transferor to. a foreign trust? 46 3,656 12. 12. 6 3,726. Yes No X X LHA For Paperwork Reduction Act Notice, see your tax return Instructions. 7 Schedule B (Form 1040A or 1040) 2013 EFTA01195154

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