FIRST-YEAR NET INVESTMENT & RATE OF RETURN CALCULATOR

This calculator is designed to show you the net investment amount in the first year and the estimated rate of return of capital at the end of your investment. There are significant tax benefits to drilling or conducting work on a well. Simply enter your total investment amount and your tax bracket to see your potential investment savings. If you wish to save the results for future reference, you can enter your email address at the bottom of the calculator to receive a copy. Please note that this calculator is for demonstration purposes only and should not be taken as tax advice. Consult a personal accountant for any tax-related questions or benefits specific to oil and gas investments.

STEP 1) INPUT YOUR TOTAL INVESTMENT AMOUNT, AND THEN PRESS ENTER

STEP 2) CLICK ON THE INTANGIBLE DRILLING COST %

STEP 3) CLICK ON YOUR TAX BRACKET

STEP 4) ESTIMATED MONTHLY DISTRIBUTION FROM OIL PRODUCTION

STEP 1) INPUT YOUR TOTAL INVESTMENT AMOUNT, AND THEN PRESS ENTER info total cost of initial investment $

NUMBER OF UNITS PURCHASED

STEP 2) CLICK ON THE INTANGIBLE DRILLING COST % info sliding bar to changed IDC %

STEP 3) SELECT YOUR TAX BRACKET info drop-down menu to change tax bracket

RESULTS - FIRST YEAR TAX TREATMENT

ESTIMATED FIRST YEAR TOTAL DEDUCTION :

ESTIMATED FIRST YEAR TAX BILL SAVINGS :

STEP 4) ESTIMATED MONTHLY DISTRIBUTION FROM OIL PRODUCTION info total cost of initial investment $

RESULTS - MONTHLY DISTRIBUTIONS

ESTIMATED MONTHLY TAXABLE INCOME :

ESTIMATED MONTHLY INCOME NET OF TAXES :

ESTIMATED ANNUAL INCOME NET OF TAXES :

RESULTS - RETURN OF CAPITAL TO CLOSE OUT FUND

$ ESTIMATED PV20 BUYOUT

RESULTS - MONTHLY DISTRIBUTIONS

ESTIMATED ANNUALIZED RATE OF RETURN (EXCLUDING TAX SAVINGS) :

ESTIMATED ANNUALIZED RATE OF RETURN (INCLUDING TAX SAVINGS) :

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