Report a cash bonus that you or your spouse has received in Schedule A. Report a cash bonus that you will receive in the future in both Schedule A and Schedule C, Part II. For You – Received Bonus Schedule AReport the total amount of bonuses received during the reporting period if the amount is more than $200. Block A: Provide the name of the source. If the entity is not a publicly traded company, also provide the entity’s line of business and location (city and state). Block C: Write the word “bonus” followed by the exact amount of your bonus in the column labeled “Other Income” on the right side of the page. For You – Anticipated Bonus Schedule AReport a bonus that you anticipate receiving if the value is more than $1,000. Block A: Provide the name of the source and write “anticipated bonus.” If the entity is not a publicly traded company, also provide the entity’s line of business and location (city and state). Block B: Mark the column that corresponds to the value of the anticipated bonus. Block C: Mark the column labeled “None (or less than $201)” since you have not yet received the bonus. Schedule C, Part IIYou also need to report your anticipated bonus as a continuing agreement in Schedule C, Part II. Terms: Describe the nature of the bonus (e.g., “annual year-end performance bonus”) and when you anticipate receiving the payment. If the payment is made pursuant to your employment agreement or a standard company policy, state this fact in your description. Consult your ethics official for additional assistance regarding the language. Parties: Provide the name of the employer as well as the city and state in which the employer is located. Date: Provide the month and year in which you became covered by the policy or agreement that provides for the payment of a bonus from your employer. For Your Spouse Schedule AReport your spouse’s bonus if your spouse received more than $1,000 during the reporting period. Do not provide the amount of the bonus. Instead, write “spouse’s bonus” in the “Other Income” column. Click Here for Frequently Asked Questions
This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.