 Hey
Friends
Now 2026 and I decided to try and complete a couple of projects that I wanted to
do for years. The first is to sort through and keep or delete all of the old information from my
computer files. The second is to go through old pictures (the kind on film), and
match them up with dates from information contained in these files. I was going
to delete a lot of these files, such as emails, receipts, taxes, and checking account
information, but then I realized this information would be invaluable for dating
the pictures. In addition, my kids said they are really interested in my stories
and other stuff from back in the day. Anyway, it was simply easier to put all of
this information in one place, this blog, and then sort it all out after. The
information is pretty boring for those of you who
found this page....please read or ignore at your discretion. |
February 3, 1995 -
File
Entry
- 20.00,
Tina Real.
February 8, 1995 -
File
Entry
- 15.00, Fictitious Name.
February 27, 1995 -
File
Entry
- 26.75, Fictitious Name.
July 11, 1995 -
File
Entry
- 83.00,
Zoo.
August 13, 1995 -
File
Entry
- unocal receipt – Las Vegas.
August 13, 1995 -
File
Entry Receipt
- Unocal - 12860 Penasquitos.
October 29, 1995 -
File
Entry
- stupid trip.
December 1, 1995 -
File
Entry
- $27.00, Circus Circus. |
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1995 TAXES
A. PERSONAL DATA
Howard S. Hayman
6931 Ballinger Ave.
San Diego, Ca. 92119
Phone H# 619-697-5056 W# 619-697-8880 FAX# 619-697-8881
SS# xxx-xx-xxxx R.E. Appraiser 4/2/60
B. DEPENDENT CHILDREN & OTHER DEPENDENTS
Valerie SS#-xxx-xx-xxxx
Question - When can my daughter become a business employee and tax deduction?
C. ESTIMATED TAXES PAID
$ 200.00 1/12 Estimated payment - federal - 1994 taxes?
90.00 1/12 Estimated payment - state - 1994 taxes?
$ 4,146.45 5/17 Taxes paid on distribution of bankamerishare
1.03 10/17 Taxes paid on distribution of bankamerishare
693.14 11/17 Taxes paid on distribution of bankameraccount
$ 4,840.62 TOTAL
$ **.** 1995 See W-2 from C.A.P.S. Inc.
D. INTEREST INCOME
$ **.** interest on impounds - 1st TD - 4688 - #145102 - $14/94
12.75 interest on impounds - 1st TD - 6931 - #837617-4
2.94 interest on impounds - 1st TD - 6840 - #4796082
6.00 interest income - business savings
.00 interest income - business checking - NO INTEREST PAID
.00 checking account - BofA - #2193702926 - NO INTEREST PAID
$ 21.69 TOTAL
E. DIVIDEND INCOME
$ 12.23 common - AT&T
**.** common - Southwest Bell - $19/94
$ 12.23 TOTAL
F. OTHER INCOME
$ 288.00 5/16 State income tax refund - 1994
$20,737.40 5/17 Income from distribution of bankamerishare
5.17 10/17 Income from distribution of bankamerishare
3,465.69 11/17 Income from distribution of bankameraccount
$24,208.26 TOTAL
$ 545.03 1995 See W-2 from C.A.P.S. Inc.
$ 118.50 5/8 State of California Board of Equalization
$ 75.00 6/9 City of San Diego Rebate
75.00 7/28 City of San Diego Rebate
$ 150.00 TOTAL
$ 53.40 9/19 ATT true rewards
$ 2,458.00 Federal income tax payment - 1994
G. MEDICAL EXPENSES PAID
$ 30.00 5/15 Dr. brantz
30.00 6/5 Dr. brantz
15.39 6/6 Savon
60.00 10/5 Dr. brantz
69.95 10/17 Lenscrafters
$ 205.34 TOTAL
H. TAXES PAID
$ 1,727.86 Property taxes - 6931
833.06 Property taxes - 6840
$ 2,560.92 TOTAL
$ 213.00 1/4 dmv truck registration
177.00 10/19 dmv truck registration
$ 390.00 TOTAL
I. HOME MORTGAGE INTEREST PAID
$10,177.71 1st TD - 6931
989.34 2nd TD - 6931
3,296.71 1st TD - 6840
$14,463.76 TOTAL
J. INVESTMENT INTEREST PAID
K. CHILD OR DEPENDENT CARE EXPENSES
L. CHARITABLE CONTRIBUTIONS
$ 500.00 3/17 S.V.D.P. receipt
200.00 6/23 S.V.D.P. receipt
100.00 7/15 San Diego Public Library - estimated 500 books
100.00 7/15 San Diego Public Library - estimated 500 books
83.00 7/11 San Diego zoo
$ 983.00 TOTAL
What exactly is required for proof of contributions in 1995?
M. MISCELLANEOUS BUSINESS & INVESTMENT EXPENSES
200.00 3/29 Tax preparation fee
6.65 4/14 postmaster - mail returns and estimated payments
$ 206.65 TOTAL
$ 5.73 certified letters for sale of stock
Philippines trip
$ 100.00 6/7 Unique travel - portion of $300.00
65.00 8/10 U.S. Passport service - portion of $170.00
100.00 9/20 Unique travel - portion of $315.00
450.00 9/20 Unique travel - portion of $1,150.00
20.00 11/10 Departure fees - portion of $60.00
$ 735.00 TOTAL
$ 10.62 7/11 new checks
$ 20.00 2/3 tina real - agent fee
$ 3.00 8/24 fee for insufficient funds on rental check
$ 15.00 6/23 clerk of the court
CREDIT CARD EXPENSES
WELLS FARGO
$ 19.18 1/11 winston tires
6.61 1/12 pykles
14.89 1/30 kragen
10.15 2/5 savon
40.76 2/18 office depot
22.58 2/24 kelly paper
24.18 3/11 office depot
206.46 3/15 color tile
15.94 3/15 home depot
64.61 3/22 home depot
46.94 4/4 home depot
24.91 4/5 home depot
45.46 4/10 home depot
12.03 4/13 home depot
12.82 4/22 home depot
58.40 4/22 home depot
34.41 5/23 home depot
5.61 5/30 home depot
215.00 6/6 mcs
15.39 6/6 savon
395.90 6/28 xerox
5.87 7/7 savon
19.11 7/8 winston
11.72 7/11 bookstar
42.55 7/15 big 5
5.97 7/20 home depot
13.00 7/30 pacific movie
75.01 8/1 kragen
15.29 8/1 kragen
25.59 8/1 home depot
97.49 8/8 rose toyota
18.55 8/20 target
5.08 11/22 office depot
21.39 12/1 mervyns
89.75 12/1 barnes/noble
27.00 12/1 circus circus
27.00 12/1 circus circus BANK ONE
$ 371.19 3/31 home depot
69.68 4/6 standard
505.96 4/11 thompsons
105.81 4/12 thompsons
4.27 9/19 target
42.10 9/19 target
19.35 9/21 savon
38.22 10/5 home depot
65.67 10/6 home depot
123.01 10/14 office depot
37.31 10/14 home depot
19.25 10/17 mervyns
69.95 10/17 lenscrafters
N. "OFFICE IN HOME" EXPENSE
Comment - Total square footage of the house is approximately 1430 SF with
approximately 15% of the total SF being used exclusively as office space.
S.D.G.E.
$ 162.35 1/24
136.51 2/19
162.47 3/27
97.62 5/11
85.92 5/24
102.78 6/15
73.14 7/18
58.45 8/22
73.71 9/15
68.06 10/19
78.86 11/15
106.26 12/14
$ 1,206.13 TOTAL WATER
$ 85.09 2/19
91.69 5/11
103.13 6/22
112.63 8/22
122.29 10/19
99.55 12/27
$ 614.38 TOTAL COX CABLE
$ 25.94 1/3
27.20 2/19
27.20 3/9
27.62 4/22
27.62 5/11
27.62 6/15
27.62 7/12
22.12 8/22
27.23 9/1
27.23 9/29 27.23 11/15
27.23 12/4
27.82 12/29
$ 349.68 TOTAL
$ 296.00 house insurance - 6931
O. SECURITIES AND PROPERTIES SOLD
$ 1,924.73 2/9 AT&T - proceeds from sale of stock
511.46 3/2 Southwest Bell - proceeds from sale of stock
$ 2,436.19 TOTAL
$ 463.75 estimated original value of AT&T stock
127.48 estimated original value of Southwest Bell stock
$ 591.23 TOTAL
Question - What about dividends paid and reinvested?
P. BUSINESS AUTOMOBILE INSTRUCTIONS
Q. BUSINESS MILEAGE
Description of vehicle - Toyota/4WD 4RUNNER - 1990
13,782 total miles driven
4,828 total miles driven - business
4,828 x .28 = $1,351.84
YEAR
START FINISH TOTAL BUSINESS % WORK
80,200 96,107 15,907 11,978 75.3
96,107 112,000 15,893 11,518 72.5
112,000 125,782 13,782 4,828 35.0
R. BUSINESS AUTOMOBILE EXPENSES
TRUCK INFORMATION
GAS RECEIPTS
$ 55.75 1/24 unocal
101.75 2/19 unocal
50.50 3/27 unocal
72.25 4/22 unocal
85.25 5/24 unocal
68.00 6/22 unocal
97.75 8/2 unocal
122.99 8/22 unocal
83.50 9/21 unocal
102.00 10/19 unocal
17.00 11/29 unocal
45.75 12/29 unocal
$ 902.49 TOTAL PURCHASES
$ 26.95 1/4 la mesa smog
19.18 1/11 winston
14.89 1/30 kragen
1.42 1/30 kragen
19.11 7/8 winston
75.01 8/1 kragen
97.49 8/8 rose toyota
23.63 11/21 kragen
27.75 12/8 kragen
4.28 12/8 winston
$ 699.71 TOTAL
$ 359.20 3/10 truck insurance
339.30 9/1 truck insurance
$ 698.50 TOTAL
S. AWAY FROM HOME EXPENSES
T. BUSINESS EXPENSE INSTRUCTIONS
U. SELF-EMPLOYED BUSINESS & EXPENSE
BUSINESS INCOME
$ 800.00 BANKCAL
6,200.00 WESTERN FINANCIAL
675.00 HOMEFED BANK
$ 7,675.00 TOTAL BUSINESS INCOME
$ 725.00 INTERNATIONAL
550.00 METROBANK
25.00 S.D NATIONAL
$ 1,300.00 TOTAL
$ 8,975.00 TOTAL
$11,675.00 Total deposits
- 2,600.00 Total deposits from personal account
$ 9,075.00 TOTAL - checking account deposits from work
DATA SOURCES
DATAQUICK
$ 145.54 1/24
144.82 2/18
144.82 3/9
144.82 4/22
144.82 5/11
144.82 6/15
138.32 7/17
115.85 8/22
93.38 9/7
120.35 10/5
118.01 11/15
117.20 12/4
$1,572.75 TOTAL CDMC
$ 50.00 1/3
50.00 2/18
50.00 3/9
50.00 4/22
50.00 5/11
55.00 6/15
55.00 7/12
55.00 8/2
55.00 9/1
55.00 9/29
55.00 11/29
55.00 12/4
55.00 12/29
$ 690.00 TOTAL MLS
$ 70.78 1/3
70.78 2/18
81.00 3/9
70.78 3/9
70.78 4/22
70.78 5/11
70.78 6/15
81.00 6/15
70.78 7/12
70.78 8/2
81.00 9/1
70.78 9/1
70.78 9/29
70.78 10/25
100.00 11/29
70.78 11/29
81.00 12/27
70.78 12/27
$1,344.14 TOTAL
TELEPHONE
PB-697-8880
$ 23.36 1/24
27.68 2/19
25.83 3/27
15.59 4/22
18.83 5/24
18.85 6/15
18.85 7/12
18.98 8/14
24.20 9/7
18.91 10/11
18.85 11/15
18.85 12/12
$ 248.78 TOTAL PB-697-8881
$ 13.11 1/24
18.28 2/19
15.48 3/27
18.74 4/22
16.73 5/24
16.01 6/15
15.18 7/12
14.89 8/14
16.04 9/7
16.99 10/11
15.52 11/15
16.09 12/12
$ 193.06 TOTAL PB-697-5056
$ 28.70 1/24
31.59 2/19
27.42 3/27
27.95 4/22
41.46 5/24
28.31 6/15
34.60 7/12
28.05 8/14
30.60 9/7
28.41 10/11
36.92 11/15
24.71 12/12
-239.50 BASIC USE
$ 129.22 TOTAL
POSTAGE/FILM DEVELOPMENT/PAGER
POSTAGE-RECEIPT
$ 3.00 1/3 CHECK
6.74 1/21
1.19 2/10
47.84 3/8 CHECK
5.00 4/14
.55 4/27
3.00 5/26
32.00 6/15 CHECK
3.00 6/15
3.96 7/19
3.00 8/22
5.80 8/22
36.80 9/12 CHECK
4.00 11/16
12.80 12/8
5.39 12/29
$ 174.07 TOTAL FROMEX
$ 54.41 1/24
30.39 2/19
11.71 3/27
15.53 4/22
11.13 6/15
46.90 7/12
41.22 8/14
59.10 9/11
23.48 10/11
26.68 11/15
38.87 12/12
$ 359.42 TOTAL PACTEL
$ 27.02 2/19
27.02 5/24
27.02 8/2
27.02 11/15
$ 108.08 TOTAL
PURCHASES
PURCHASES
$ 191.20 12/31 b.f.s. **
15.00 2/10 county recorder - CHECK
40.76 2/18 office depot
22.58 2/24 kelly paper
26.75 2/27 s.d. commerce - CHECK
4.99 3/9 price club
24.18 3/11 office depot
15.94 3/15 home depot
215.00 6/6 mcs
395.90 6/28 xerox
9.51 7/31 price club
18.55 8/20 target
3.20 8/29 sav-on
43.85 9/20 price club
123.01 10/14 office depot
5.08 11/22 office depot
89.75 12/1 barnes & noble
25.58 12/7 price club
30.22 12/19 home depot
35.96 12/22 sav-on
346.24 12/28 office depot
101.20 12/28 filmart
$1,784.45 TOTAL
** not deducted in 1994
V. RENTAL INCOME & EXPENSES
$ 2,800.00 4 months @ $700/month - 4688
6,000.00 8 months @ $750/month - 4688
00.00 4688 1/2 - no income due to restoration of unit
$ 8,800.00 TOTAL INCOME
$ 163.00 insurance - 4688 - 11/16
145.90 insurance - 4688 1/2 - 11/16
$ 308.90 TOTAL
$ 828.80 mortgage interest - 1st TD - 4688
5,886.52 mortgage interest - 2nd TD - 4688
$ 6,715.32 TOTAL
$ 46.57 FHA INSURANCE
Replacements - expenses
$ 6.61 1/12 pykles
1.82 1/12 pykles
206.46 3/15 color tile
64.61 3/22 home depot
16.70 3/26 vons
371.19 3/31 home depot
.94 3/31 standard brands
46.94 4/4 home depot
24.91 4/5 home depot
69.68 4/6 standard brands
45.46 4/10 home depot
505.96 4/11 thompson's carpets
105.81 4/12 thompson's carpets
12.03 4/13 home depot
151.50 4/20 carpet installation
202.42 4/21 commercial draperies
12.82 4/22 home depot
58.40 4/22 home depot
5.99 4/24 pykles
34.41 5/23 home depot
5.61 5/30 home depot
5.97 7/20 home depot
25.59 8/1 home depot
2.57 8/22 home depot
2.10 9/21 smart & final
38.22 10/5 home depot
65.67 10/6 home depot
37.31 10/14 home depot
14.68 10/25 home depot
$ 2,142.38 TOTAL - not including items on personal residence
$ 1,346.50 Property taxes - 4688
55.00 Business tax - 4688 - 1/24 - rental property
$ 1,401.00 TOTAL
RENTAL EXPENSES - UTILITIES/SERVICES
POOL SERVICE
$ 40.00 1/3
40.00 1/24
40.00 2/19
40.00 3/27
40.00 5/11
60.00 5/24
72.00 7/12
60.00 8/2
60.00 9/1
60.00 9/29
40.00 10/25
40.00 12/4
40.00 12/27
$ 632.00 TOTAL WATER
$ 111.63 2/19
101.30 5/11
104.73 6/22
169.76 8/22
196.37 10/19
128.49 12/27
$ 812.28 TOTAL PEST CONTROL
$ 39.00 2/19
39.00 5/11
39.00 8/14
39.00 11/15
$ 156.00 TOTAL
W. QUESTIONS YOU MAY HAVE
Eventually I would like to sell my rental property. In your opinion, will a
capital gains exclusion go into affect soon?
Are the deductions listed in this statement where they're supposed to be?
February 15, 1996
Howard S. Hayman
6931 Ballinger Avenue
San Diego, Ca. 92119
619-697-8880
John P. O'Brien
10650 Scripps Ranch Blvd., Suite 216
San Diego, Ca. 92131
619-271-1488
Dear John,
I have the following questions about my tax return:
1. We have taken the "OFFICE IN HOME" expense on previous returns. Are we taking
this deduction on this year's return? If so, here's the information you will
require.
N. "OFFICE IN HOME" EXPENSE
Comment - Total square footage of the house is approximately 1430 SF with
approximately 15% of the total SF being used exclusively as office space.
S.D.G.E.
$ 162.35 1/24
136.51 2/19
162.47 3/27
97.62 5/11
85.92 5/24
102.78 6/15
73.14 7/18
58.45 8/22
73.71 9/15
68.06 10/19
78.86 11/15
106.26 12/14
$ 1,206.13 TOTAL WATER
$ 85.09 2/19
91.69 5/11
103.13 6/22
112.63 8/22
122.29 10/19
99.55 12/27
$ 614.38 TOTAL COX CABLE
$ 25.94 1/3
27.20 2/19
27.20 3/9
27.62 4/22
27.62 5/11
27.62 6/15
27.62 7/12
22.12 8/22
27.23 9/1
27.23 9/29 27.23 11/15
27.23 12/4
27.82 12/29
$ 349.68 TOTAL
$ 296.00 house insurance - 6931
2. I had all my stock dividends reinvested back into the companies in order to
acquire additional shares of stock. Wouldn't these dividends be added to the
original cost of the stock to reduce my overall capital gains?
Please let me know if you require additional information. Thank you.
Sincerely,
Howard S. Hayman
February 16, 1996
Howard S. Hayman
6931 Ballinger Avenue
San Diego, Ca. 92119
619-697-8880
John P. O'Brien
10650 Scripps Ranch Blvd., Suite 216
San Diego, Ca. 92131
619-271-1488
Dear John,
On February 15, 1996 I faxed you the following question: I had all my stock
dividends reinvested back into the companies in order to acquire additional
shares of stock. Wouldn't these dividends be added to the original cost of the
stock to reduce my overall capital gains?
You instructed me to find out the total dividends invested in each stock. I
found the following information:
AT&T DIVIDENDS INVESTED SOUTHWEST BELL DIVIDENDS INVESTED
YEAR AMOUNT YEAR AMOUNT
1975 $ 50.00 ESTIMATE 1984 $ 12.00 ESTIMATE
1976 50.00 ESTIMATE 1985 12.00 ESTIMATE
1977 53.14 1986 12.00 ESTIMATE
1978 100.00 ESTIMATE 1987 13.64
1979 100.00 ESTIMATE 1988 14.64
1980 100.00 ESTIMATE 1989 15.00 ESTIMATE
1981 100.00 ESTIMATE 1990 15.00 ESTIMATE
1982 109.29 1991 15.00 ESTIMATE
1983 130.93 1992 16.32
1984 55.41 1993 17.97
1985 31.76 1994 18.75
1986 33.42 1995 00.00
1987 35.08 $ 162.32 TOTAL
1988 36.59
1989 38.10
1990 42.34
1991 44.74
1992 45.91
1993 47.10
1994 48.28
1995 12.23
$1,264.32 TOTAL
TOTAL COST OF AT&T STOCK TOTAL COST OF SOUTHWEST BELL STOCK
$ 463.75 EST. ORIGINAL COST $ 127.48 EST. ORIGINAL COST
1,264.32 DIVIDENDS INVESTED 162.32 DIVIDENDS INVESTED
$1,728.07 TOTAL $ 289.80 TOTAL
TOTAL GAIN FOR AT&T STOCK TOTAL GAIN FOR SOUTHWEST BELL STOCK
$1,924.73 PROCEEDS FROM SALE $ 511.46 PROCEEDS FROM SALE
-1,728.07 TOTAL COST OF STOCK - 289.80 TOTAL COST OF STOCK
$ 196.66 TOTAL $ 221.66 TOTAL
These totals are correct and should be utilized for my 1995 tax return. Please
call me if you have questions. Thanks again.
Sincerely,
Howard S. Hayman |
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