 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. |
January 12, 1997 -
File
Entry
- accident - 7:15 P.M. Freeway 805 North - one mile south of Market Street.
February 5, 1997 -
File
Entry Receipt
- 8:08 pm, fuel, Escondido CA, 26915, mesa rock.
February 25, 1997 -
File
Entry
- accident - 2:00 P.M. Arista Street in the Mission Hills area, garbage truck.
September 20, 1997 -
File
Entry Receipt
- 19:05, $2.16, Takara.
October 5, 1997 -
File
Entry Camping Permit
- camp 80, #3, 1 night, $15.00, California Department of Parks of Recreation. |
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1997 TAXES
TAXPAYER INFORMATION
NAME: HOWARD S. HAYMAN
SOCIAL SECURITY #: xxx-xx-xxxx
BIRTHDAY: 4/2/60
OCCUPATION: REAL ESTATE APPRAISER
HOME PHONE: 619-697-5056
WORK PHONE: 619-697-8880
FAX: 619-697-8881
ADDRESS & STATUS
ADDRESS: 6931 BALLINGER AVENUE
CITY/STATE/ZIP: SAN DIEGO, CALIFORNIA 92119
DEPENDENTS
NAME: VALERIE
SOCIAL SECURITY #: xxx-xx-xxxx
BIRTHDAY: 9/23/89
QUESTION - WHEN CAN MY DAUGHTER BECOME A BUSINESS EMPLOYEE AND TAX DEDUCTION? 10
YEARS, WHEN SHE IS OLD ENOUGH TO DO MEANINGFUL WORK.
ESTIMATED TAXES PAID
DATE PAYMENT - FEDERAL PAYMENT - STATE
6/11/97 1,000.00
9/15/97 1,000.00
1/14/98 2,000.00 500.00
TOTAL $4,000.00 $500.00
INTEREST INCOME
DATE INCOME ACCOUNT
YEAR-BANK OF AMERICA 12.57 6931 1ST TD #8376174
YEAR-WORLD SAVINGS 4.99 6840 1ST TD #4796082
YEAR-WELLS FARGO 7.00 ESTIMATE BUSINESS SAVINGS
TOTAL $24.56 * USE NAME FROM 1099
PERSONAL CHECKING ACCOUNT - BOFA - NO INTEREST PAID
BUSINESS CHECKING ACCOUNT - WELLS FARGO - NO INTEREST PAID
DIVIDEND INCOME
OTHER INCOME
DATE INCOME COMPANY
1996 FEDERAL TAX REFUND
1996 600.00 STATE TAX REFUND
TOTAL $600.00
MEDICAL EXPENSES PAID
DATE PAYMENT COMPANY
1/27 45.00 DR. BRANTZ
2/27 35.00 DR. BRANTZ
TOTAL $80.00
TAXES PAID
PROPERTY TAXES
DATE AMOUNT PROPERTY
YEAR 1,773.20 6931
YEAR 855.60 6840
TOTAL $2,628.80
12/20 $125.00 DMV TRUCK REGISTRATION
HOME MORTGAGE INTEREST PAID
DATE AMOUNT LOAN
YEAR 9,958.51 6931 1ST TD #8376174
YEAR 869.93 6931 2ND TD #4094199
YEAR 2,873.22 6840 1ST TD #4796082
TOTAL $13,701.66
INVESTMENT INTEREST PAID
SECURITIES AND PROPERTY SOLD
CHARITABLE CONTRIBUTIONS
DATE AMOUNT COMPANY
2/10 68.00 ZOO
3/14 100.00 S.V.D.P. - RECEIPT
9/17 300.00 S.V.D.P. - RECEIPT
TOTAL $468.00
MISCELLANEOUS DEDUCTIONS
DATE AMOUNT TYPE
1/7 2.52 MAIL ESTIMATED-IRS
1/7 2.52 MAIL ESTIMATED-STATE
2/10 210.00 TAX PREPARATION
3/1 3.67 MAIL RETURNS - IRS
3/1 2.98 MAIL RETURNS - STATE
TOTAL $221.69
"OFFICE-IN-HOME" EXPENSES
TOTAL SQUARE FOOTAGE OF THE HOUSE IS APPROXIMATELY 1430 SF WITH APPROXIMATELY
10% OF THE TOTAL SF BEING USED EXCLUSIVELY AS OFFICE SPACE.
RESIDENCE EXPENSES - UTILITIES/SERVICES
S.D.G.E. CITY TREASURER-WATER COX COMMUNICATIONS
DATE AMOUNT DATE AMOUNT DATE AMOUNT
1/17 107.05 2/28 97.37 1/7 29.86
2/28 102.65 4/18 111.61 1/31 29.87
3/25 101.92 6/19 133.32 2/28 29.87
4/18 83.13 8/25 147.72 4/18 29.87
5/23 81.03 10/20 145.82 5/1 29.87
6/19 68.32 12/19 117.62 6/5 29.87
7/25 64.38 7/7 29.87
8/25 55.01 8/8 29.87
9/30 55.66 9/5 29.87
10/20 55.49 10/7 29.87
11/17 61.50 11/17 29.87
12/19 89.90 12/1 32.00
TOTAL $926.04 TOTAL $753.46 TOTAL $360.56
1997 $403.00 HOUSE INSURANCE - 6931
CHILD OR DEPENDENT CARE EXPENSES
BUSINESS VEHICLE INSTRUCTIONS
BUSINESS MILEAGE
1990 TOYOTA 4-RUNNER
YEAR START FINISH TOTAL BUSINESS % WORK
1993 80,200 96,107 15,907 11,978 75.3
1994 96,107 112,000 15,893 11,518 72.5
1995 112,000 125,782 13,782 4,828 35.0
1996 125,782 140,000 14,218 7,878 55.0
1997 140,000 154,000 14,000 10,500 75.0
TOTAL (BUSINESS MILES x .31.5) $3,307.50
BUSINESS VEHICLE EXPENSES
GAS RECEIPTS PURCHASES
DATE AMOUNT COMPANY DATE AMOUNT COMPANY
1/27 51.25 UNOCAL 1/28 1,000.00 CARTER COLL
2/28 70.66 UNOCAL 2/97 NONE
3/25 83.75 UNOCAL 3/97 NONE
4/18 88.00 UNOCAL 4/97 NONE
5/23 88.75 UNOCAL 5/20 364.00 WINSTON TIRES
6/19 80.50 UNOCAL 6/16 17.30 KRAGEN
7/25 73.75 UNOCAL 7/97 NONE
8/25 72.00 UNOCAL 8/97 NONE
10/3 74.75 UNOCAL 9/97 NONE
10/20 135.25 UNOCAL 10/97 NONE
11/26 105.75 UNOCAL 11/5 26.44 KRAGEN
12/20 83.00 UNOCAL 12/97 NONE
TOTAL $1,007.41 TOTAL $1,407.74
INSURANCE - TRUCK
DATE AMOUNT COMPANY
2/10 334.10 FARMERS
8/25 334.10 FARMERS
TOTAL $668.20
AWAY-FROM-HOME EXPENSES
BUSINESS EXPENSE INSTRUCTIONS
SELF EMPLOYED BUSINESS INCOME & EXPENSE
BUSINESS INCOME
COMPANY AMOUNT-BANK AMOUNT-RECORDS
UNION BANK OF CALIFORNIA 29,275.00 29,275.00
BOSTON COMPANY 6,000.00 6,000.00
WESTERN FINANCIAL BANK 1,450.00 1,750.00
COMERICA BANK 1,650.00 1,650.00
CTX MORTGAGE 900.00 900.00
SAN DIEGO NATIONAL BANK 400.00
GMAC MORTGAGE 175.00
GRAND PROPERTY SERVICES 125.00
TOTAL $39,275.00 $40,275.00
$ 40,275.00 TOTAL CHECKING ACCOUNT DEPOSITS FROM WORK
$ 42,000.00 TOTAL CHECKS WRITTEN TO PERSONAL ACCOUNT
BUSINESS EXPENSE - TELEPHONE
BUSINESS FAX PERSONAL
DATE AMOUNT DATE AMOUNT DATE AMOUNT
1/11 18.98 1/11 15.61 1/11 46.40
2/10 18.85 2/10 20.01 2/10 50.13
3/14 19.22 3/14 37.08 3/14 34.27
4/18 19.22 4/18 37.36 4/18 28.54
5/9 19.32 5/9 43.63 5/9 30.55
6/5 19.22 6/5 56.32 6/5 30.31
7/25 19.22 7/25 15.69 7/25 24.01
8/25 19.22 8/25 25.51 8/25 27.69
9/15 19.22 9/15 16.07 9/15 30.09
10/7 19.22 10/7 19.00 10/7 26.82
11/17 19.22 11/17 15.89 11/17 26.78
12/19 19.22 12/19 18.29 12/19 31.01
BASIC USE -140.52
TOTAL $230.13 TOTAL $320.46 TOTAL $246.08
AT&T INTERNET
DATE AMOUNT
YEAR 19.80
TOTAL $19.80
BUSINESS EXPENSE - DATA SOURCES
DATAQUICK C.M.D.C. M.L.S.
DATE AMOUNT DATE AMOUNT DATE AMOUNT
1/7 108.50 1/31 65.00 2/28 73.00
2/10 112.28 3/14 65.00 3/14 81.00
3/14 117.68 3/25 65.00 3/25 73.00
4/18 124.97 5/9 65.00 5/23 73.00
5/9 122.27 5/29 65.00 6/5 141.00
6/5 109.85 7/7 65.00 9/5 141.00
7/7 131.13 8/8 65.00 12/1 115.00
8/8 136.53 9/5 65.00 12/19 141.00
9/5 142.20 10/7 65.00
10/7 133.29 10/30 65.00
11/17 133.56 12/19 65.00
12/1 144.36 12/30 77.50
TOTAL $1,516.62 TOTAL $792.50 TOTAL $838.00
BUSINESS EXPENSE - POSTAGE/FILM DEVELOPMENT/PAGER
POSTAGE FILM DEVELOPMENT PAGER
DATE AMOUNT DATE AMOUNT DATE AMOUNT
1/97 25.49 2/10 92.36 2/10 27.00
2/97 7.64 3/14 80.36 5/1 27.00
3/97 20.20 4/18 102.18 8/8 27.00
4/97 35.00 5/9 102.40 11/17 28.78
5/97 75.00 6/5 83.98
6/97 15.00 7/7 89.91
6/19 76.00
7/97 .00 9/5 88.68
8/97 49.56 9/15 126.48
9/97 18.00 10/7 89.03
9/5 64.00
10/97 30.00 11/26 80.77
11/97 45.00 12/1 71.49
12/97 84.06
TOTAL $544.95 TOTAL $1,007.64 TOTAL $109.78
BUSINESS EXPENSE - BUSINESS PURCHASES
DATE AMOUNT COMPANY
1/20 704.62 CIRCUIT CITY
5/9 228.00 XEROX
6/3 5.81 COSTCO
6/16 74.22 OFFICE DEPOT
8/8 147.09 OFFICE DEPOT
8/19 30.15 COSTCO
8/20 89.60 FILMART
9/5 139.00 XEROX
10/9 227.40 JVT COMPUTER
11/1 70.66 OFFICE DEPOT
11/1 3.98 OFFICE DEPOT
11/17 35.00 COSTCO
12/26 50.48 COSTCO
12/30 242.74 OFFICE DEPOT
12/30 89.60 FILMART
12/30 139.00 XEROX
TOTAL $2,277.35
RENTAL INCOME & EXPENSES
RENTAL INCOME
DATE INCOME PROPERTY
YEAR - 8 x $700 5,600.00 4688 ALTADENA
YEAR - 12 x $400 4,800.00 4688 1/2 ALTADENA
TOTAL $10,400.00
RENTAL EXPENSES - INSURANCE
DATE AMOUNT PROPERTY
YEAR 323.00 4688 ALTADENA
YEAR .00 4688 1/2 ALTADENA
TOTAL $323.00
RENTAL EXPENSES - MORTGAGE INTEREST
DATE AMOUNT LOAN
YEAR 547.86 4688 1ST TD #145102
YEAR 5,548.41 4688 2ND TD #0742015
TOTAL $6,096.27 $34.87 FHA INSURANCE
RENTAL EXPENSES - REPAIRS
DATE AMOUNT COMPANY
1/24 17.85 HOME DEPOT
2/17 23.73 HOME DEPOT
3/7 30.47 HOME DEPOT *
3/11 5.39 SAVON
3/22 104.43 HOME DEPOT
3/22 42.24 RCP
4/7 16.15 COSTCO
5/31 78.46 HOME DEPOT
6/14 6.96 NURSERYLAND
6/16 7.32 COSTCO
6/16 16.23 HOME DEPOT
7/11 46.50 HOME DEPOT
7/11 30.09 HOME DEPOT
7/19 162.61 HOME DEPOT
8/3 213.89 HOME DEPOT
8/3 85.61 HOME DEPOT
8/23 64.46 HOME DEPOT
9/13 24.00 HOME DEPOT *
9/17 12.33 HOME DEPOT
10/20 4.25 HOME DEPOT
11/1 219.42 HOME DEPOT
12/30 59.23 HOME DEPOT
TOTAL $1,271.62 * NO RECEIPT
RENTAL EXPENSES - TAXES
DATE AMOUNT TYPE
YEAR 1,379.99 PROPERTY
1/31 55.00 BUSINESS
TOTAL $1,434.99
RENTAL EXPENSES - UTILITIES/SERVICES
POOL SERVICE CITY TREASURER-WATER PEST CONTROL
DATE AMOUNT DATE AMOUNT DATE AMOUNT
1/27 40.00 2/28 74.94 2/10 41.00
2/28 40.00 4/18 64.18 5/9 41.00
3/25 40.00 6/19 130.66 8/8 41.00
5/1 85.00 8/25 114.20 11/17 41.00
5/29 60.00 10/20 130.29
7/7 60.00 12/19 73.30
8/8 60.00
9/5 60.00
10/6 60.00
10/30 60.00
12/1 40.00
12/30 40.00
TOTAL $645.00 TOTAL $587.57 TOTAL $164.00
RENTAL BASE
DATE AMOUNT
1/96 $64,708
QUESTIONS
Are the deductions listed in this statement where they're supposed to be?
Yes.
What exactly is required for proof of charitable contributions in 1997?
Same as 1998.
What exactly is required for proof of charitable contributions in 1998?
Receipts for up to $500.00 then estimate of value. 25% newer, 10% older.
Are child support payments tax deductible?
No.
My girlfriend is planning to file taxes this year. Could she file with the EZ
forms and if so, do you have these forms available?
Yes. No.
For 1997 what proof do you need to deduct the expenses for a trip that is
primarily a job search?
Seminar.
If this trip is deductible, what expenses are allowable as deductions.
Meals, miles, lodging.
Are a girlfriend's expenses deductible?
No.
Is a traffic ticket deductible?
No.
Are judgements awarded from lawsuits considered taxable income?
No.
What if it is an uninsured motorist claim against your own insurance company?
No.
What about awards from rental property lawsuits?
No.
Eventually I would like to sell my rental property. What would my taxes be like
if I sold the property for approximately $150,000?
$22,000 federal, $6,000 state.
Do I have to fill out a 1099 for services on the rental property?
Over $600.00.
Do I have to send out 1099's and a 1096? I have not sent these forms out in
previous years.
Yes.
If I do send out these forms what if some of the information is incorrect?
Okay.
Once these forms are sent out, will I have to send them every year?
Yes.
My Dad received Social Security payments in 1997 but had no other income. Does
he have to file a tax return for 1997?
No.
My Dad has already received a check for over $7,000 in 1998. Will he have to
file taxes for 1998 if his only other income is Social Security in the amount of
$879 per month or $10,548 per year?
No. $5,150 standard deduction, $2,675 personal deduction.
CREDIT CARD EXPENSES - WELLS FARGO/BANK ONE (BO)
JANUARY - JUNE JULY - DECEMBER
DATE AMOUNT COMPANY DATE AMOUNT COMPANY
1/8 31.32 CIRCUS 7/11 46.50 HOME DEPOT
1/20 704.62 CIRCUIT CITY 7/11 30.09 HOME DEPOT
1/24 17.85 HOME DEPOT 7/19 162.61 HOME DEPOT
1/28 1,000.00 CARTER COLL
2/6 31.32 CIRCUS 8/3 213.89 HOME DEPOT
2/17 23.73 HOME DEPOT 8/3 85.61 HOME DEPOT
8/8 147.09 OFFICE DEPOT
8/20 89.60 FILMART
8/23 64.46 HOME DEPOT
3/7 30.47 HOME DEPOT 9/4 4.95 AT&T
3/22 104.43 HOME DEPOT 9/13 24.00 HOME DEPOT
3/22 42.24 RCP 9/17 12.33 HOME DEPOT
9/26 70.32 WAL-MART
9/29 67.77 TARGET
4/97 NOPURCHASES 10/5 4.95 AT&T
10/9 34.47 MERVYNS
10/9 7.68 TARGET
10/9 40.31 BIG 5
10/16 63.22 CIRCUS
10/16 227.40 JVT COMPUTER
5/20 364.00 WINSTON TIRE 11/1 219.42 HOME DEPOT
5/31 78.46 HOME DEPOT 11/1 70.66 OFFICE DEPOT
11/5 26.44 KRAGEN
11/6 4.95 AT&T
6/14 6.96 NURSERYLAND 12/5 4.95 AT&T
6/16 17.30 KRAGEN 12/30 89.60 FILMART
6/16 16.23 HOME DEPOT 12/30 139.00 XEROX
6/16 74.22 OFFICE DEPOT 12/30 59.23 HOME DEPOT
12/30 242.74 OFFICE DEPOT
TOTAL $2,543.15 TOTAL $2,254.24 |
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