DEPLETION CALCULATOR FOR OIL & GAS ROYALTY TRUSTS |
| Enter your data separately for each tax lot (purchase date): |
| 1. Account or Owner Name (optional) |
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| 2. Name of Oil or Gas Royalty Trust (optional) |
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| 3. Date of purchase (tax lot) (mm/dd/yyyy) |
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| 4. Date or tax year of royalty distribution payment (mm/dd/yyyy) |
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| 5. Number of shares or units |
(no commas) |
| 6. Original total purchase cost of this tax lot including commissions & fees |
$ (no commas) |
| 7. Cumulative prior depletion deductions for this tax lot |
$ (no commas) |
| 8. Gross amount of royalty income from this trust before expenses |
$ (no commas) |
| 9. Net amount of royalty income from this trust after all expenses except depletion |
$ (no commas) |
| 10. Depletion deductions disallowed in prior years and carried over to this year |
$ (no commas) |
| 11. Cost depletion for this year from information provided by trust sponsor |
$ (no commas) |
| 12. Taxable income for this tax year from all sources before depletion, net operating loss carrybacks, capital loss carrybacks, or domestic production activities deductions |
$ (no commas) |
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