Form

1040 Department of the Treasury—Internal Revenue Service

U.S. Individual Income Tax Return

(99)
2015 OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

For the year Jan. 1–Dec. 31, 2015, or other tax year beginning , 2015, ending , 20 See separate instructions.
Your first name and initial Last name Your social security number

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SYBIL D WOOD 237 39 8006
If a joint return, spouse’s first name and initial Last name Spouse’s social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above
c
and on line 6c are correct.
13411 BRIAR FOREST DR 1043
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign

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HOUSTON, TX 77077 Check here if you, or your spouse if filing
jointly, want $3 to go to this fund. Checking
Foreign country name Foreign province/state/county Foreign postal code
a box below will not change your tax or
refund. You Spouse

Filing Status 1 Single 4 X Head of household (with qualifying person). (See instructions.) If
2 Married filing jointly (even if only one had income) the qualifying person is a child but not your dependent, enter this
Check only one 3 Married filing separately. Enter spouse’s SSN above child’s name here. a
box. and full name here. a 5 Qualifying widow(er) with dependent child

Exemptions 6a
b
X Yourself. If someone can claim you as a dependent, do not check box 6a .
Spouse .
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. . . . . . . . . . . . . . . . . . .
.
.
.
.
.
.
.
.
} Boxes checked
on 6a and 6b
No. of children
1
c Dependents: (2) Dependent’s (3) Dependent’s (4)  if child under age 17 on 6c who:
social security number relationship to you qualifying for child tax credit • lived with you
(1) First name Last name (see instructions) • did not live with
you due to divorce
JAMES WOOD 108 44 0118 DAUGHTER or separation
If more than four (see instructions)

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dependents, see Dependents on 6c
instructions and 1
not entered above
check here a
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Add numbers on 2
d Total number of exemptions claimed . . . . . . . . . . . . . . . . . lines above a
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Income 7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . 7 63,930.

8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . 8a

Attach Form(s)
W-2 here. Also
attach Forms
W-2G and 10
b
9a
b
Tax-exempt interest. Do not include on line 8a .
Ordinary dividends. Attach Schedule B if required
Qualified dividends . . . . . . . . . . . 9b
Taxable refunds, credits, or offsets of state and local income taxes
.
.
.
.
8b
. .
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.
.

.
.

.
.

.
.

.
.

.
9a

10
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1099-R if tax 11 Alimony received . . . . . . . . . . . . . . . . . . . . . 11

was withheld.
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12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . 12
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here a 13
If you did not 14 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . 14
get a W-2,
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see instructions. 15a IRA distributions . 15a b Taxable amount . . . 15b 4,243.
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 a 22 68,173.
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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 a 31a
32 IRA deduction . . . . . . . . . . . . . 32
33 Student loan interest deduction . . . . . . . . 33 826.
34 Tuition and fees. Attach Form 8917 . . . . . . . 34
35 Domestic production activities deduction. Attach Form 8903 35
36 Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . 36 826.
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . a 37 67,347.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2015)
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Form 1040 (2015) SYBIL D WOOD 237-39-8006 Page 2
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . 38 67,347.
Tax and
Credits
39a Check
if:
{ You were born before January 2, 1951,
Spouse was born before January 2, 1951,
Blind.
Blind.
} Total boxes
checked a 39a
b If your spouse itemizes on a separate return or you were a dual-status alien, check here a 39b

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Standard 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . 40 24,313.
Deduction
for— 41 Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . 41 43,034.
• People who 42 Exemptions. If line 38 is $154,950 or less, multiply $4,000 by the number on line 6d. Otherwise, see instructions 42 8,000.
check any
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . 43 35,034.
39a or 39b or 44 Tax (see instructions). Check if any from: a Form(s) 8814 b Form 4972 c 44 4,596.
who can be
claimed as a 45 Alternative minimum tax (see instructions). Attach Form 6251 . . . . . . . . . 45

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dependent,
see 46 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . 46
instructions. 47 Add lines 44, 45, and 46 . . . . . . . . . . . . . . . . . . . a 47 4,596.
• All others:
48 Foreign tax credit. Attach Form 1116 if required . . . . 48
Single or
Married filing 49 Credit for child and dependent care expenses. Attach Form 2441 49
separately,
$6,300 50 Education credits from Form 8863, line 19 . . . . . 50
Married filing 51 Retirement savings contributions credit. Attach Form 8880 51
jointly or
Qualifying 52 Child tax credit. Attach Schedule 8812, if required . . . 52
widow(er), 53 Residential energy credits. Attach Form 5695 . . . . 53 350.
$12,600
Head of
household,
$9,250
54
55
Other credits from Form: a
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3800 b 8801 c
Add lines 48 through 54. These are your total credits . . . . .
54
. . . . . . . 55 350.
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . a 56 4,246.
57 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . 57
Other 58 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . 58

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Taxes
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . 59 424.
60a Household employment taxes from Schedule H . . . . . . . . . . . . . . 60a
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b First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . 60b
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61 Health care: individual responsibility (see instructions) X . . . . .

Full-year coverage 61
62 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 62

Payments
If you have a
63
64
65
66a
Add lines 56 through 62. This is your total tax . .
Federal income tax withheld from Forms W-2 and 1099 . .
. . . . . . . . . . .

2015 estimated tax payments and amount applied from 2014 return
Earned income credit (EIC) . . . . . NO . . . . . 66a
64
65 FIa

8,965.
63 4,670.
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qualifying
child, attach b Nontaxable combat pay election 66b
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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
NO

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 8885 d 73
74 Add lines 64, 65, 66a, and 67 through 73. These are your total payments . . . . . a 74 8,965.
Refund 75 If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid 75 4,295.
76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here . a 76a 4,295.
Direct deposit?
a
bRouting number 0 5 3 0 0 0 1 9 6 a c Type: X Checking Savings
DO

See
instructions.
a dAccount number 0 0 0 6 8 3 8 5 0 6 0 6
77 Amount of line 75 you want applied to your 2016 estimated tax a 77
Amount 78 Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions a 78 0.
You Owe 79 Estimated tax penalty (see instructions) . . . . . . . 79
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. X No
Designee’s Phone Personal identification
Designee name a no. a number (PIN) a

Sign 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,
they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation Daytime phone number
F

Joint return? See

instructions. ACCOUNTANT 202-276-4480
Keep a copy for Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent you an Identity Protection
your records. PIN, enter it
here (see inst.)
Print/Type preparer’s name Preparer’s signature Date PTIN
Paid Check if
SELF-PREPARED self-employed
Preparer
Firm’s name a Firm's EIN a
Use Only
Firm’s address a Phone no.
www.irs.gov/form1040 Form 1040 (2015)
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SCHEDULE A OMB No. 1545-0074
Itemized Deductions
2015
(Form 1040)
a Information about Schedule A and its separate instructions is at www.irs.gov/schedulea.
Department of the Treasury Attachment
Internal Revenue Service (99) a Attach to Form 1040. Sequence No. 07

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Name(s) shown on Form 1040 Your social security number

SYBIL D WOOD 237-39-8006

Caution: Do not include expenses reimbursed or paid by others.
Medical 1 Medical and dental expenses (see instructions) . . . . . 1 7,850.
and 2 Enter amount from Form 1040, line 38 2 67,347.
Dental 3 Multiply line 2 by 10% (.10). But if either you or your spouse was

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Expenses born before January 2, 1951, multiply line 2 by 7.5% (.075) instead 3 6,735.
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . 4 1,115.
Taxes You 5 State and local (check only one box):
Paid a Income taxes, or
b X General sales taxes } . . . . . . . . . . . 5 2,000.
6 Real estate taxes (see instructions) . . . . . . . . . 6 6,940.
7 Personal property taxes . . . . . . . . . . . . . 7 300.
8 Other taxes. List type and amount a
EW 2,500.
PROPERTY TAX ON PARENTS HOME 8 2,500.
9 Add lines 5 through 8 . . . . . . . . . . . . . . . . . . . . . . 9 11,740.
Interest 10 Home mortgage interest and points reported to you on Form 1098 10 8,908.
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

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Note: and show that person’s name, identifying no., and address a
Your mortgage
interest
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deduction may 11
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be limited (see 12 Points not reported to you on Form 1098. See instructions for
instructions). special rules . . . . . . . . . . . . . . . . . 12

Gifts to
13 Mortgage insurance premiums (see instructions) . . . . .

16 Gifts by cash or check. If you made any gift of $250 or more,

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13
14 Investment interest. Attach Form 4952 if required. (See instructions.) 14
15 Add lines 10 through 14 . . . . . . . . . . . . . . . . . . . . . 15 8,908.
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Charity see instructions . . . . . . . . . . . . . . . . 16 550.

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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 2,000.
benefit for it, 18 Carryover from prior year . . . . . . . . . . . . 18
NO

see instructions.
19 Add lines 16 through 18 . . . . . . . . . . . . . . . . . . . . . 19 2,550.
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,
and Certain job education, etc. Attach Form 2106 or 2106-EZ if required.
Miscellaneous (See instructions.) a FORM 2106 21 800.
Deductions 22 Tax preparation fees . . . . . . . . . . . . . 22 100.
23 Other expenses—investment, safe deposit box, etc. List type
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and amount a
23
24 Add lines 21 through 23 . . . . . . . . . . . . 24 900.
25 Enter amount from Form 1040, line 38 25 67,347.
26 Multiply line 25 by 2% (.02) . . . . . . . . . . . 26 1,347.
27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- . . . . . . 27
Other 28 Other—from list in instructions. List type and amount a
Miscellaneous
Deductions 28
Total 29 Is Form 1040, line 38, over $154,950?

}
Itemized X No. Your deduction is not limited. Add the amounts in the far right column
Deductions for lines 4 through 28. Also, enter this amount on Form 1040, line 40. . . 29 24,313.
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 . . . . . . . . . . . . . . . . . . . a
For Paperwork Reduction Act Notice, see Form 1040 instructions. Cat. No. 17145C Schedule A (Form 1040) 2015
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Form 5329 Additional Taxes on Qualified Plans OMB No. 1545-0074

(Including IRAs) and Other Tax-Favored Accounts

2015
a Attach to Form 1040 or Form 1040NR.
Department of the Treasury Attachment

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Internal Revenue Service (99) a Information about Form 5329 and its separate instructions is at www.irs.gov/form5329. Sequence No. 29
Name of individual subject to additional tax. If married filing jointly, see instructions. Your social security number

SYBIL D WOOD 237-39-8006

Home address (number and street), or P.O. box if mail is not delivered to your home Apt. no.

Fill in Your Address Only F City, town or post office, state, and ZIP code. If you have a foreign address, also complete

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If You Are Filing This the spaces below (see instructions).
Form by Itself and Not If this is an amended
With Your Tax Return return, check here a
Foreign country name Foreign province/state/county Foreign postal code

If you only owe the additional 10% tax on early distributions, you may be able to report this tax directly on Form 1040, line 59, or
Form 1040NR, line 57, without filing Form 5329. See the instructions for Form 1040, line 59, or for Form 1040NR, line 57.
Part I Additional Tax on Early Distributions. Complete this part if you took a taxable distribution before you reached age 59½
from a qualified retirement plan (including an IRA) or modified endowment contract (unless you are reporting this tax directly on
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Form 1040 or Form 1040NR—see above). You may also have to complete this part to indicate that you qualify for an exception to
the additional tax on early distributions or for certain Roth IRA distributions (see instructions).
1 Early distributions included in income. For Roth IRA distributions, see instructions . . . . . . 1 4,243.
2 Early distributions included on line 1 that are not subject to the additional tax (see instructions).
Enter the appropriate exception number from the instructions: . . . . . . . . . 2

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3 Amount subject to additional tax. Subtract line 2 from line 1 . . . . . . . . . . . . . 3 4,243.
4 Additional tax. Enter 10% (.10) of line 3. Include this amount on Form 1040, line 59, or Form 1040NR, line 57 . 4 424.
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Caution: If any part of the amount on line 3 was a distribution from a SIMPLE IRA, you may have
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to include 25% of that amount on line 4 instead of 10% (see instructions).

Part II Additional Tax on Certain Distributions From Education Accounts and ABLE Accounts. Complete this part if

5
6
(ESA), a qualified tuition program (QTP), or an ABLE account.
Distributions included in income from a Coverdell ESA, a QTP, or an ABLE account . . . . . FI
you included an amount in income, on Form 1040 or Form 1040NR, line 21, from a Coverdell education savings account

Distributions included on line 5 that are not subject to the additional tax (see instructions) . . .
5
6
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7 Amount subject to additional tax. Subtract line 6 from line 5 . . . . . . . . . . . . . 7

8 Additional tax. Enter 10% (.10) of line 7. Include this amount on Form 1040, line 59, or Form 1040NR, line 57
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8
Part III Additional Tax on Excess Contributions to Traditional IRAs. Complete this part if you contributed more to your
traditional IRAs for 2015 than is allowable or you had an amount on line 17 of your 2014 Form 5329.
NO

9 Enter your excess contributions from line 16 of your 2014 Form 5329 (see instructions). If zero, go to line 15 9
10 If your traditional IRA contributions for 2015 are less than your
maximum allowable contribution, see instructions. Otherwise, enter -0- 10
11 2015 traditional IRA distributions included in income (see instructions) . 11
12 2015 distributions of prior year excess contributions (see instructions) . 12
13 Add lines 10, 11, and 12 . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Prior year excess contributions. Subtract line 13 from line 9. If zero or less, enter -0- . . . . . 14
15 Excess contributions for 2015 (see instructions) . . . . . . . . . . . . . . . . . 15
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16 Total excess contributions. Add lines 14 and 15 . . . . . . . . . . . . . . . . . 16

17 Additional tax. Enter 6% (.06) of the smaller of line 16 or the value of your traditional IRAs on December 31, 2015
(including 2015 contributions made in 2016). Include this amount on Form 1040, line 59, or Form 1040NR, line 57 . 17
Part IV Additional Tax on Excess Contributions to Roth IRAs. Complete this part if you contributed more to your Roth
IRAs for 2015 than is allowable or you had an amount on line 25 of your 2014 Form 5329.
18 Enter your excess contributions from line 24 of your 2014 Form 5329 (see instructions). If zero, go to line 23 18
19 If your Roth IRA contributions for 2015 are less than your maximum
allowable contribution, see instructions. Otherwise, enter -0- . . . . 19
20 2015 distributions from your Roth IRAs (see instructions) . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Prior year excess contributions. Subtract line 21 from line 18. If zero or less, enter -0- . . . . . 22
23 Excess contributions for 2015 (see instructions) . . . . . . . . . . . . . . . . . 23
24 Total excess contributions. Add lines 22 and 23 . . . . . . . . . . . . . . . . . 24
25 Additional tax. Enter 6% (.06) of the smaller of line 24 or the value of your Roth IRAs on December 31, 2015
(including 2015 contributions made in 2016). Include this amount on Form 1040, line 59, or Form 1040NR, line 57 25
For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 13329Q Form 5329 (2015)

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 8606 Nondeductible IRAs OMB No. 1545-0074

2015
Form
a Information about Form 8606 and its separate instructions is at www.irs.gov/form8606.
Department of the Treasury a Attach to Form 1040, Form 1040A, or Form 1040NR. Attachment
Internal Revenue Service (99) Sequence No. 48

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Name. If married, file a separate form for each spouse required to file Form 8606. See instructions. Your social security number
SYBIL D WOOD 237-39-8006

F
Home address (number and street, or P.O. box if mail is not delivered to your home) Apt. no.
Fill in Your Address Only
If You Are Filing This City, town or post office, state, and ZIP code. If you have a foreign address, also complete the spaces below.
Form by Itself and Not

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With Your Tax Return Foreign country name Foreign province/state/county Foreign postal code

Part I Nondeductible Contributions to Traditional IRAs and Distributions From Traditional, SEP, and SIMPLE IRAs
Complete this part only if one or more of the following apply.
• You made nondeductible contributions to a traditional IRA for 2015.
• You took distributions from a traditional, SEP, or SIMPLE IRA in 2015 and you made nondeductible contributions to a
traditional IRA in 2015 or an earlier year. For this purpose, a distribution does not include a rollover, one-time
distribution to fund an HSA, conversion, recharacterization, or return of certain contributions.
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• You converted part, but not all, of your traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2015 (excluding any portion
you recharacterized) and you made nondeductible contributions to a traditional IRA in 2015 or an earlier year.
1 Enter your nondeductible contributions to traditional IRAs for 2015, including those made for 2015
from January 1, 2016, through April 18, 2016 (see instructions) . . . . . . . . . . . . 1
2 Enter your total basis in traditional IRAs (see instructions) . . . . . . . . . . . . . . 2

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3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
In 2015, did you take a distribution No a Enter the amount from line 3 on line 14.
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from traditional, SEP, or SIMPLE IRAs, Do not complete the rest of Part I.
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or make a Roth IRA conversion? Yes a Go to line 4.

4 Enter those contributions included on line 1 that were made from January 1, 2016, through April 18, 2016 4
5
6

7
Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . .
Enter the value of all your traditional, SEP, and SIMPLE IRAs as of
December 31, 2015, plus any outstanding rollovers (see instructions) . .
Enter your distributions from traditional, SEP, and SIMPLE IRAs in
6 FI 5
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2015. Do not include rollovers, a one-time distribution to fund an HSA,

conversions to a Roth IRA, certain returned contributions, or
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recharacterizations of traditional IRA contributions (see instructions) . 7
8 Enter the net amount you converted from traditional, SEP, and SIMPLE
NO

IRAs to Roth IRAs in 2015. Do not include amounts converted that you
later recharacterized (see instructions). Also enter this amount on line 16 . 8
9 Add lines 6, 7, and 8 . . . . . . . . 9
10 Divide line 5 by line 9. Enter the result as a decimal rounded to at least
3 places. If the result is 1.000 or more, enter “1.000” . . . . . . 10 × .
11 Multiply line 8 by line 10. This is the nontaxable portion of the amount
you converted to Roth IRAs. Also enter this amount on line 17 . . . 11
12 Multiply line 7 by line 10. This is the nontaxable portion of your
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distributions that you did not convert to a Roth IRA . . . . . . . 12

13 Add lines 11 and 12. This is the nontaxable portion of all your distributions . . . . . . . . 13
14 Subtract line 13 from line 3. This is your total basis in traditional IRAs for 2015 and earlier years 14
15 Taxable amount. Subtract line 12 from line 7. If more than zero, also include this amount on Form
1040, line 15b; Form 1040A, line 11b; or Form 1040NR, line 16b . . . . . . . . . . . . 15
Note. You may be subject to an additional 10% tax on the amount on line 15 if you were under
age 59½ at the time of the distribution (see instructions).
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 63966F Form 8606 (2015)

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Form 8606 (2015) Page 2
Part II 2015 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs
Complete this part if you converted part or all of your traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2015 (excluding
any portion you recharacterized).

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16 If you completed Part I, enter the amount from line 8. Otherwise, enter the net amount you
converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2015. Do not include amounts
you later recharacterized back to traditional, SEP, or SIMPLE IRAs in 2015 or 2016 (see instructions) 16
17 If you completed Part I, enter the amount from line 11. Otherwise, enter your basis in the amount
on line 16 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Taxable amount. Subtract line 17 from line 16. If more than zero, also include this amount on

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Form 1040, line 15b; Form 1040A, line 11b; or Form 1040NR, line 16b . . . . . . . . . . 18
Part III Distributions From Roth IRAs
Complete this part only if you took a distribution from a Roth IRA in 2015. For this purpose, a distribution does not
include a rollover, one-time distribution to fund an HSA, recharacterization, or return of certain contributions (see
instructions).
19 Enter your total nonqualified distributions from Roth IRAs in 2015, including any qualified first-time
homebuyer distributions (see instructions) . . . . . . . . . . . . . . . . . . . 19 4,243.
20 Qualified first-time homebuyer expenses (see instructions). Do not enter more than $10,000 . .
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21 Subtract line 20 from line 19. If zero or less, enter -0- . . . . . . . . . . . . . . . . 21 4,243.
22 Enter your basis in Roth IRA contributions (see instructions). If line 21 is zero, stop here . . . . 22
23 Subtract line 22 from line 21. If zero or less, enter -0- and skip lines 24 and 25. If more than zero,
you may be subject to an additional tax (see instructions) . . . . . . . . . . . . . . 23 4,243.
24 Enter your basis in conversions from traditional, SEP, and SIMPLE IRAs and rollovers from

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qualified retirement plans to a Roth IRA (see instructions) . . . . . . . . . . . . . . 24
25 Taxable amount. Subtract line 24 from line 23. If more than zero, also include this amount on
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Form 1040, line 15b; Form 1040A, line 11b; or Form 1040NR, line 16b . . . . . . . . . . 25 4,243.
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Sign Here Only If You Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my knowledge and
belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Are Filing This Form
F

F
by Itself and Not With
Your Tax Return

Paid
Preparer
Your signature
Print/Type preparer’s name Preparer’s signature FI Date
Date

Check if PTIN
self-employed
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Firm's name a Firm's EIN a

Use Only
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Firm's address a Phone no.
Form 8606 (2015)
NO
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Form 2106 Employee Business Expenses OMB No. 1545-0074

2015
a Attach to Form 1040 or Form 1040NR.
Department of the Treasury Attachment
Internal Revenue Service (99) a Information about Form 2106 and its separate instructions is available at www.irs.gov/form2106. Sequence No. 129

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Your name Occupation in which you incurred expenses Social security number

SYBIL D WOOD ACCOUNTANT 237-39-8006

Part I Employee Business Expenses and Reimbursements
Column A Column B
Step 1 Enter Your Expenses Other Than Meals Meals and

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and Entertainment Entertainment

1 Vehicle expense from line 22 or line 29. (Rural mail carriers: See
instructions.) . . . . . . . . . . . . . . . . . . 1
2 Parking fees, tolls, and transportation, including train, bus, etc., that
did not involve overnight travel or commuting to and from work . 2 600.
3 Travel expense while away from home overnight, including lodging,
airplane, car rental, etc. Do not include meals and entertainment .
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4 Business expenses not included on lines 1 through 3. Do not include
meals and entertainment . . . . . . . . . . . . . . 4

5 Meals and entertainment expenses (see instructions) . . . . . 5 400.

6 Total expenses. In Column A, add lines 1 through 4 and enter the

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result. In Column B, enter the amount from line 5 . . . . . . 6 600. 400.
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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.
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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
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instructions) . . . . . . . . . . . . . . . . . . . 7
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Step 3 Figure Expenses To Deduct on Schedule A (Form 1040 or Form 1040NR)
NO

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) . . . . . . . 8 600. 400.
Note. If both columns of line 8 are zero, you cannot deduct
employee business expenses. Stop here and attach Form 2106 to
your return.
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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.) . . . . . . . . . . . . . . 9 600. 200.
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.) . . . . . a 10 800.
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11700N Form 2106 (2015)

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Form 8283
(Rev. December 2014)
Noncash Charitable Contributions
a Attach to your tax return if you claimed a total deduction
OMB No. 1545-0908

of over $500 for all contributed property. Attachment

Department of the Treasury
a Information about Form 8283 and its separate instructions is at www.irs.gov/form8283.
Sequence No. 155
Internal Revenue Service

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Name(s) shown on your income tax return Identifying number

SYBIL D WOOD 237-39-8006

Note. Figure the amount of your contribution deduction before completing this form. See your tax return instructions.
Section A. Donated Property of $5,000 or Less and Publicly Traded Securities—List in this section only items (or
groups of similar items) for which you claimed a deduction of $5,000 or less. Also list publicly traded
securities even if the deduction is more than $5,000 (see instructions).

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Part I Information on Donated Property—If you need more space, attach a statement.
(c) Description of donated property
(b) If donated property is a vehicle (see instructions),
(a) Name and address of the (For a vehicle, enter the year, make, model, and
1 donee organization
check the box. Also enter the vehicle identification
mileage. For securities, enter the company name and
number (unless Form 1098-C is attached).
the number of shares.)

A GOODWILL CLOTHING
SEE STATEMENT
B

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D

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E

Note. If the amount you claimed as a deduction for an item is $500 or less, you do not have to complete columns (e), (f), and (g).
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(d) Date of the (e) Date acquired (f) How acquired (g) Donor’s cost (h) Fair market value (i) Method used to determine
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contribution by donor (mo., yr.) by donor or adjusted basis (see instructions) the fair market value

A 06/12/15 VARIOUS PURCHASE 5,000. 2,000. THRIFT SHOP VALU

B
C
D
E
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Part II Partial Interests and Restricted Use Property—Complete lines 2a through 2e if you gave less than an
entire interest in a property listed in Part I. Complete lines 3a through 3c if conditions were placed on a
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contribution listed in Part I; also attach the required statement (see instructions).
2a Enter the letter from Part I that identifies the property for which you gave less than an entire interest a
NO

If Part II applies to more than one property, attach a separate statement.

b Total amount claimed as a deduction for the property listed in Part I: (1) For this tax year a
(2) For any prior tax years a
c Name and address of each organization to which any such contribution was made in a prior year (complete only if different
from the donee organization above):
Name of charitable organization (donee)

Address (number, street, and room or suite no.)

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City or town, state, and ZIP code

d For tangible property, enter the place where the property is located or kept a
e Name of any person, other than the donee organization, having actual possession of the property a

3a Is there a restriction, either temporary or permanent, on the donee’s right to use or dispose of the donated Yes No
property? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did you give to anyone (other than the donee organization or another organization participating with the donee
organization in cooperative fundraising) the right to the income from the donated property or to the possession of
the property, including the right to vote donated securities, to acquire the property by purchase or otherwise, or to
designate the person having such income, possession, or right to acquire? . . . . . . . . . . . . .
c Is there a restriction limiting the donated property for a particular use? . . . . . . . . . . . . . .
For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 62299J Form 8283 (Rev. 12-2014)

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Form 5695 Residential Energy Credits OMB No. 1545-0074

2015
a Information about Form 5695 and its separate instructions is at www.irs.gov/form5695.
Department of the Treasury Attachment
a Attach to Form 1040 or Form 1040NR.
Internal Revenue Service Sequence No. 158

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Name(s) shown on return Your social security number

SYBIL D WOOD 237-39-8006

Part I Residential Energy Efficient Property Credit (See instructions before completing this part.)
Note: Skip lines 1 through 11 if you only have a credit carryforward from 2014.

1 Qualified solar electric property costs . . . . . . . . . . . . . . . . . . . . 1

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2 Qualified solar water heating property costs . . . . . . . . . . . . . . . . . . 2

3 Qualified small wind energy property costs . . . . . . . . . . . . . . . . . . . 3

4 Qualified geothermal heat pump property costs . . . . . . . . . . . . . . . . . 4

5 Add lines 1 through 4 . . . . .

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6 Multiply line 5 by 30% (0.30) . . . . . . . . . . . . . . . . . . . . . . . 6

7a Qualified fuel cell property. Was qualified fuel cell property installed on or in connection with your
main home located in the United States? (See instructions) . . . . . . . . . . . . a 7a Yes No
Caution: If you checked the “No” box, you cannot take a credit for qualified fuel cell property.

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Skip lines 7b through 11.
b Print the complete address of the main home where you installed the fuel cell property.
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Number and street Unit No.

8
City, State, and ZIP code

Qualified fuel cell property costs . . . . . . . . . . . . . FI 8

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9 Multiply line 8 by 30% (0.30) . . . . . . . . . . . . . . 9

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10 Kilowatt capacity of property on line 8 above a x $1,000 10
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11 Enter the smaller of line 9 or line 10 . . . . . . . . . . . . . . . . . . . . . 11

12 Credit carryforward from 2014. Enter the amount, if any, from your 2014 Form 5695, line 16 . . 12

13 Add lines 6, 11, and 12 . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 Limitation based on tax liability. Enter the amount from the Residential Energy Efficient Property
Credit Limit Worksheet (see instructions) . . . . . . . . . . . . . . . . . . . 14
15 Residential energy efficient property credit. Enter the smaller of line 13 or line 14. Also include
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this amount on Form 1040, line 53; or Form 1040NR, line 50 . . . . . . . . . . . . . 15

16 Credit carryforward to 2016. If line 15 is less than line 13, subtract
line 15 from line 13 . . . . . . . . . . . . . . . . . 16
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 13540P Form 5695 (2015)

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Form 5695 (2015) Page 2
Part II Nonbusiness Energy Property Credit

17a Were the qualified energy efficiency improvements or residential energy property costs for your

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main home located in the United States? (see instructions) . . . . . . . . . . . . a 17a X Yes No
Caution: If you checked the “No” box, you cannot claim the nonbusiness energy property credit.
Do not complete Part II.
b Print the complete address of the main home where you made the qualifying improvements.
Caution: You can only have one main home at a time.
13411 BRIAR FOREST DR APT 1043

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Number and street Unit No.

HOUSTON, TX 77077
City, State, and ZIP code
c Were any of these improvements related to the construction of this main home? . . . . . a 17c Yes X No
Caution: If you checked the “Yes” box, you can only claim the nonbusiness energy property
credit for qualifying improvements that were not related to the construction of the home. Do not
include expenses related to the construction of your main home, even if the improvements were
made after you moved into the home.EW
18 Lifetime limitation. Enter the amount from the Lifetime Limitation Worksheet (see instructions) . . 18
19 Qualified energy efficiency improvements (original use must begin with you and the component must
reasonably be expected to last for at least 5 years; do not include labor costs) (see instructions).
a Insulation material or system specifically and primarily designed to reduce heat loss or gain of
your home that meets the prescriptive criteria established by the 2009 IECC . . . . . . . . 19a 3,500.

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b Exterior doors that meet or exceed the Energy Star program requirements . . . . . . . . 19b
c Metal or asphalt roof that meets or exceeds the Energy Star program requirements and has
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appropriate pigmented coatings or cooling granules which are specifically and primarily designed
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to reduce the heat gain of your home . . . . . . . . . . . . . . . . . . . . 19c

d Exterior windows and skylights that meet or exceed the Energy Star
program requirements . . . . . . . . . . . . . . . . . 19d
e Maximum amount of cost on which the credit can be figured . . . . 19e
f If you claimed window expenses on your Form 5695 for 2006, 2007,
2009, 2010, 2011, 2012, 2013, or 2014, enter the amount from the
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Window Expense Worksheet (see instructions); otherwise enter -0- . . 19f

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g Subtract line 19f from line 19e. If zero or less, enter -0- . . . . . . 19g 2,000.
h Enter the smaller of line 19d or line 19g . . . . . . . . . . . . . . . . . . . . 19h
20 Add lines 19a, 19b, 19c, and 19h . . . . . . . . . . . . . . . . . . . . . . 20 3,500.
NO

21 Multiply line 20 by 10% (0.10) . . . . . . . . . . . . . . . . . . . . . . . 21 350.

22 Residential energy property costs (must be placed in service by you; include labor costs for onsite
preparation, assembly, and original installation) (see instructions).
a Energy-efficient building property. Do not enter more than $300 . . . . . . . . . . . . 22a
b Qualified natural gas, propane, or oil furnace or hot water boiler. Do not enter more than $150 . . 22b
c Advanced main air circulating fan used in a natural gas, propane, or oil furnace. Do not enter more
than $50 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22c
23 Add lines 22a through 22c . . . . . . . . . . . . . . . . . . . . . . . . 23
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24 Add lines 21 and 23 . . . . . . . . . . . . . . . . . . . . . . . . . . 24 350.

25 Maximum credit amount. (If you jointly occupied the home, see instructions) . . . . . . . . 25 500.
26 Enter the amount, if any, from line 18 . . . . . . . . . . . . . . . . . . . . . 26
27 Subtract line 26 from line 25. If zero or less, stop; you cannot take the nonbusiness energy
property credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 500.
28 Enter the smaller of line 24 or line 27 . . . . . . . . . . . . . . . . . . . . . 28 350.
29 Limitation based on tax liability. Enter the amount from the Nonbusiness Energy Property Credit
Limit Worksheet (see instructions) . . . . . . . . . . . . . . . . . . . . . . 29 4,596.
30 Nonbusiness energy property credit. Enter the smaller of line 28 or line 29. Also include this
amount on Form 1040, line 53; or Form 1040NR, line 50 . . . . . . . . . . . . . . 30 350.
Form 5695 (2015)

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 2015
Name(s) as shown on federal return Social Security Number
SYBIL D WOOD 237-39-8006

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Federal Form 8283 Line 1 - Name and address of donee organization

Name Address

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GOODWILL LOUETTA RD
HOUSTON
TX 77070

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NO
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