The questions should be answered as it related to your activity in the prior calendar year. For example, if you receive this form in 2019, your answers should be related to calendar year 2018.
Please remember while completing your form, that all blanks should have an answer. If the question does not apply you should put an "N/A", “None”, etc., in response to the question.
"IF IN DOUBT, LIST IT" QUESTION # 1
What does “Business Entity” Mean?
You DO NOT NEED TO LIST savings accounts, CD’s, tax‐exempt bonds, retirement accounts, or bank accounts.
What types of Professions need to be listed? The types of professions typically listed include, but are not limited to:
The most common answer here would relate to consulting work. Clients do not need to be listed, just document the name of the consulting company or practice.
Capital gains are before taxes or re‐investment. Examples include:
Capital losses DO NOT have to be reported.
This question basically asks whether or not the individual knows or has connections to a lobbyist.
Most of the time, people can use the terms; “See Number 1” or “Same as Number 1”. Here you need to list instruments of ownership that gross over $1,200 per year in income. Examples include businesses, rental properties, book royalties and stock dividends.
Here, you need to list any other government employment you hold, such as:
If it is paid from or controlled by tax dollars, it should be listed.
List any gift received where the value was greater than $500. You do not need to list the amount, just the name of the giver. Inheritances must be listed (example: Inheritance from the Estate of John Doe), but not their amounts. Personal gifts must also be listed here.