Report the source of any non-federal compensation that exceeded $5,000 in any calendar year during the reporting period in Schedule D, Part II. For You Schedule D, Part IIReport any source that paid more than $5,000 for your personal services in any calendar year during the reporting period, which covers the preceding two calendar years and the current calendar year up to the date of filing. Report such payments both from employers and from any clients to whom you personally provided services. You must report a source even if the source made its payment to your employer and not to you. As an exception to the requirement to report sources of such payments, do not include the United States federal government as a source. Do not report a client’s payment to your employer if you did not provide the services for which the client is paying. Because another employee, associate or partner provided the services, the payment is not for services you personally provided and, therefore, is not reportable in Schedule D, Part II. Generally, you need to report sources as follows: Source: Provide the name of the source as well as a city and state. * In certain rare cases, you need not provide the identity of confidential clients. In those cases, indicate the number of confidential clients that have not been disclosed (e.g., “2 confidential clients not disclosed”). For Presidential nominees, the non-disclosure of confidential clients must be approved in advance by OGE. Brief Description of Duties: Provide a brief description of the type of services rendered. For Your Spouse or Your Dependent ChildrenDo not report your spouse’s or dependent children’s sources of compensation in Schedule D, Part II. No Sources of Compensation to Report If you do not have any sources of compensation to report, mark the “None” box. 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.