Sole Proprietorship Tax Return

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APRIL READY - SAINT LEO UNIVERSITY 2647 TARRAGONA WAY

WESLEY CHAPEL, FL 33543 813-494-8657

April 24, 2021 Joseph Green 3520 Base Lane Tuscon, AZ 85701

Dear Joseph,

Your 2019 Federal Individual Income Tax return will be electronically filed with the Internal Revenue Service upon receipt of a signed Form 8879 - IRS e-file Signature Authorization. There is a balance due of $45,625.

Make your check payable to the "United States Treasury" and mail your Form 1040-V payment voucher on or before July 15, 2020 to:

INTERNAL REVENUE SERVICE P.O. BOX 802501

CINCINNATI, OH 45280-2501

Your 2019 Arizona Individual Income Tax Return will be electronically filed with the State of Arizona upon receipt of a signed Form AZ-8879. There is a balance due of $463.

Mail your Arizona payment voucher on or before July 15, 2020 and make your check payable to:

ARIZONA DEPARTMENT OF REVENUE AZ 140V

P.O. BOX 29085 PHOENIX, AZ 85038-9085

Your 2020 estimated tax payment schedule is listed below. Mail, if not paying electronically, your payments to the address shown on your estimated tax payment vouchers.

Due Date Federal Due Date Arizona 7/15/20 $ 21,020 4/15/20 $ 850 7/15/20 21,020 6/15/20 850 9/15/20 21,020 9/15/20 850 1/15/21 21,020 1/15/21 850

---------- ---------- $ 84,080 $ 3,400

Please be sure to call if you have any questions.

Sincerely,

Aprl Ready

INCOME Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,500 Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,000 Business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147,000 Capital gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244,000 Total income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410,500

ADJUSTMENTS TO INCOME Deductible part of self-employment tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,208 Total adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,208 Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400,292

ITEMIZED DEDUCTIONS Taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,000 Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,000 Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,000 Total itemized deductions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30,000

TAX COMPUTATION Standard deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24,400 Larger of itemized or standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30,000 Qualified business income deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,258 Taxable income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347,034 Tax before credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50,283

CREDITS Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Tax after credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50,283

OTHER TAXES Self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,416 Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,711 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76,410

PAYMENTS Estimated tax payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32,000 Total payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32,000

REFUND OR AMOUNT DUE Underpayment penalty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,215 Amount you owe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45,625

TAX RATES Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.0%

2019 Federal Income Tax Summary Page 1

Joseph Green 406-11-1112

ADJUSTED GROSS INCOME Federal adjusted gross income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400,292 Total additions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Total subtractions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244,000 Arizona adjusted gross income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156,292

TAX CALCULATION AND CREDITS Itemized/standard deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44,000 Arizona taxable income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112,292 Tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,406 Balance of tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,406

PAYMENTS Arizona estimated tax payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,000 Total payments and refundable credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,000

REFUND OR TAX DUE Amount of tax due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406 Underpayment penalty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Amount you owe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463

TAX RATES Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.2%

2019 Arizona Income Tax Summary Page 1

Joseph Green 406-11-1112

Forms needed for this return

Federal: 1040, Sch 1, Sch 2, Sch 3, 1040-ES, 1040-V, Sch A, Sch B, Sch C, Sch D Sch SE, 4562, 8824, 8879, 8949, 8960, 8995-A

Arizona: 140, 140ES, Sch A(AZ), 221, Sch A, 140V, AZ-8879

2019 General Information Page 1

Joseph Green 406-11-1112

Tax Rates

Marginal

Federal 22.0% Arizona 4.2%

Underpayment Penalty

Federal 1,215. Arizona 57.

Carryovers to 2020

Federal Carryovers

Deductible State and Local Taxes 406.

Estimates

Federal Estimates

Estimate Overpayment Balance 7/15/20 21,020. 0. 21,020. 7/15/20 21,020. 0. 21,020. 9/15/20 21,020. 0. 21,020. 1/15/21 21,020. 0. 21,020.

Total $ 84,080. $ 0. $ 84,080.

Arizona Estimates

Estimate Overpayment Balance 4/15/20 850. 0. 850. 6/15/20 850. 0. 850. 9/15/20 850. 0. 850. 1/15/21 850. 0. 850.

Total $ 3,400. $ 0. $ 3,400.

OMB No. 1545-0074

IRS e-file Signature AuthorizationForm 8879 G ERO must obtain and retain completed Form 8879. 2019

Department of the Treasury G Go to www.irs.gov/Form8879 for the latest information.Internal Revenue Service

Submission Identification Number (SID) A Taxpayer's name Social security number

Spouse's name Spouse's social security number

Tax Return Information ' Tax Year Ending December 31, 2019 (Whole dollars only)Part I 1 1Adjusted gross income (Form 1040 or 1040-SR, line 8b; Form 1040-NR, line 35). . . . . . . . . . . . . . . . . . . . . . . . . . .

Total tax (Form 1040 or 1040-SR, line 16; Form 1040-NR, line 61). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2

Federal income tax withheld from Forms W-2 and 1099 (Form 1040 or 1040-SR, line 17; Form 1040-NR,3 3line 62a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

44 Refund (Form 1040 or 1040-SR, line 21a; Form 1040-NR, line 73a; Form 1040-SS, Part I, line 13a). . . . . . . . . .

Amount you owe (Form 1040 or 1040-SR, line 23; Form 1040-NR, line 75). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 5

Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)Part II Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and statements for the tax year ending December 31, 2019, and to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amounts in Part I above are the amounts from my electronic income tax return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from

the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a payment, I

must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for my electronic income tax return and, if applicable, my Electronic Funds Withdrawal Consent.

Taxpayer's PIN: check one box only

I authorize to enter or generate my PIN as my ERO firm name Enter five digits, but

don't enter all zeros

signature on my tax year 2019 electronically filed income tax return.

I will enter my PIN as my signature on my tax year 2019 electronically filed income tax return. Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Your signature DateG G

Spouse's PIN: check one box only

I authorize to enter or generate my PIN as my ERO firm name Enter five digits, but

don't enter all zeros

signature on my tax year 2019 electronically filed income tax return.

Spouse's signature DateG G

Practitioner PIN Method Returns Only ' continue below

Certification and Authentication ' Practitioner PIN Method OnlyPart III

ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. Don't enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the tax year 2019 electronically filed income tax return for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO's signature DateG G

ERO Must Retain This Form ' See Instructions Don't Submit This Form to the IRS Unless Requested To Do So

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (2019)

FDIA1701L 08/28/19

Joseph Green 406-11-1112

400,292. 76,410.

45,625.

X April Ready - Saint Leo University 95512

Aprl Ready

Form 1040-V (2019)

I IDetach Here and Mail With Your Payment and Return

Department of the Treasury 2019 Form 1040-V Payment Voucher(99)Internal Revenue Service Use this voucher when making a payment with Form 1040.G Do not staple this voucher or your payment to Form 1040.G Make your check or money order payable to the 'United States Treasury.'G Enter the amount Write your social security number (SSN) on your check or money order.G Gof your payment. . . . . . . . .

1030FDIA8601L 09/03/19

File only if you are making a payment with Form 1040. Return this voucher with check or money order payable to the "United States Treasury." Please write your social security number, daytime phone number, and " 2019 Form 1040" on your check or money order. Please do not send cash. Enclose, but do not staple or attach, your payment with this voucher.

-----------------------------------------------------------------------------------------

Make your check payable to the "United States Treasury" and mail Form 1040-V payments to:

Internal Revenue Service P.O. Box 802501 Cincinnati, OH 45280-2501

45,625.

JOSEPH GREEN INTERNAL REVENUE SERVICE 3520 BASE LANE P.O. BOX 802501 TUSCON AZ 85701 CINCINNATI OH 45280-2501

406111112 DV GREE 30 0 201912 610

(99)Department of the Treasury ' Internal Revenue Service

Form 1040 2019 IRS Use Only ' Do not write or staple in this space.U.S. Individual Income Tax Return OMB No. 1545-0074 Filing Status Head of household (HOH) Qualifying widow(er) (QW)Single Married filing jointly Married filing separately (MFS)

Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child's name if the qualifying person is one box.

a child but not your dependent. G

Your first name and middle initial Last name Your social security number

If joint return, spouse's first name and middle initial Last name Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign

Check here if you, or your spouse if filing

jointly, want $3 to go to this fund.

Checking a box below will not change yourCity, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). tax or refund.

You Spouse

Foreign country name Foreign province/state/county Foreign postal code If more than four dependents,

see instructions and b here G

Standard Someone can claim: You as a dependent Your spouse as a dependent Deduction

Spouse itemizes on a separate return or you were a dual-status alien

You:Age/Blindness Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind

(2) Social security (3) Relationship to you (4) b if qualifies for (see instructions):Dependents (see instructions): number

Last name Child tax credit Credit for other dependents(1) First name

Wages, salaries, tips, etc. Attach Form(s) W-2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1

Taxable int. Att. Sch. B if reqd. . . . . . . . Tax-exempt interest. . . . . . . . . . . . . . 2a 2a b 2b

3a 3a b 3bOrdinary div. Att. Sch. B if reqd. . . . . . . Qualified dividends . . . . . . . . . . . . . .

IRA distributions. . . . . . . . . . . . . 4a 4a Taxable amount. . . . . . . . . . . . . . . b 4b

c 4cPensions and annuities . . . . . . Taxable amount. . . . . . . . . . . . . . . 4dd

5a 5a Taxable amount. . . . . . . . . . . . . . . b 5bSocial security benefits . . . . . . . . . . .

Standard 6 6Capital gain or (loss). Attach Schedule D if required. If not required, check here. . . . . . . . . . . . . . . . . . . . . . . G Deduction for '

7a7a Other income from Schedule 1, line 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ? Single or Married filing

Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income. . . . . . . . . . . . . . . . . . . . G 7bbseparately, $12,200 ? Married filing 8a Adjustments to income from Schedule 1, line 22. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a jointly or Qualifying

widow(er), $24,400 Subtract line 8a from line 7b. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . Gb 8b ? Head of household, $18,350 Standard deduction or itemized deductions (from Schedule A). . . . . . . . . . . . 9 9 ? If you checked any 1010 Qualified business income deduction. Attach Form 8995 or Form 8995-A. . . . . . . . box under Standard Deduction, see

11a 11aAdd lines 9 and 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . instructions.

Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0-. . . . . . . . . . . . . . . . . b 11b

BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2019)

FDIA0112L 10/07/19

400,292.

30,000.

347,034.

9,500.12,000.

10,000.10,000.

23,258.

410,500.

Joseph Green 406-11-1112

3520 Base Lane

Tuscon, AZ 85701

53,258.

10,208.

147,000.

244,000.

Gilber Green 405-45-6788 Child X

Form 1040 (2019) Page 2

Tax (see inst.) Check if any from Form(s): 8814112a

2 3 12a4972

12bb Add Schedule 2, line 3, and line 12a and enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

13a13a Child tax credit or credit for other dependents. . . . . . . . . . . . . . . . . .

13bAdd Schedule 3, line 7, and line 13a and enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b G

Subtract line 13b from line 12b. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 14

Other taxes, including self-employment tax, from Schedule 2, line 10. . . . . . . . . . . . . . . . . . . . 15 15

1616 Add lines 14 and 15. This is your total tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

17 17Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 Other payments and refundable credits: ? If you have a qualifying child, Earned income credit (EIC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18aa attach Sch. EIC.

18bb Additional child tax credit. Attach Schedule 8812. . . . . . . . . . . . . . ? If you have

nontaxable combat 18cc American opportunity credit from Form 8863, line 8. . . . . . . . . . . . pay, see instructions.

d 18dSchedule 3, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Add lines 18a through 18d. These are your total other payments e 18eand refundable credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

Add lines 17 and 18e. These are your total payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 19G

20 20If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid . . . . . . . . . . . . . . . . Refund G21 a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here. . 21a

b cG GRouting number . . . . . . . . Type: Checking SavingsDirect deposit? See instructions. dG Account number. . . . . . . .

G22 Amount of line 20 you want applied to your 2020 estimated tax. . . . . . . . 22

23 23Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions. . . . . . . . . . . . . . . . . GAmount You Owe 24 24Estimated tax penalty (see instructions). . . . . . . . . . . . . . . . . . . .

Yes. Complete below.Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS ? See instructions.Third Party Designee No (Other than Designee's Phone Personal identification

G G Gname no. number (PIN)paid preparer)

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, theySign are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Here Your signature Date Your occupation If the IRS sent you an Identity Protection

PIN, enter itJoint return? here (see inst.)

See instructions. A Date Spouse's occupation If the IRS sent your spouse an IdentitySpouse's signature. If a joint return, both must sign.Keep a copy for Protection PIN, enter your records. it here (see inst.)

Phone no. Email address

Date Check if:Preparer's name Preparer's signature PTIN

3rd Party Designee Paid Preparer Self-employedGFirm's name Phone no. Use Only

G GFirm's address Firm's EIN

Form 1040 (2019)Go to www.irs.gov/Form1040 for instructions and the latest information.

FDIA0112L 02/21/20

Joseph Green 406-11-1112

50,283.

26,127.

76,410.

32,000.

45,625. 1,215.

813-494-8657 2647 Tarragona Way Wesley Chapel, FL 33543

Aprl Ready Aprl Ready

April Ready - Saint Leo University

OMB No. 1545-0074SCHEDULE 1 Additional Income and Adjustments to Income(Form 1040 or 1040-SR)

2019 A Attach to Form 1040 or 1040-SR.

Department of the Treasury Attachment A Go to www.irs.gov/Form1040 for instructions and the latest information.Internal Revenue Service 01Sequence No.

Name(s) shown on Form 1040 or 1040-SR Your social security number

At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

Part I Additional Income 1Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a2a b Date of original divorce or separation agreement (see instructions) G

3 Business income or (loss). Attach Schedule C. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Other gains or (losses). Attach Form 4797. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 4

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. . . . . . 5 5

6Farm income or (loss). Attach Schedule F. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

7 7Unemployment compensation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

GOther income. List type and amount8

9 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a . . . . . . . . . . . . . . . . 9

Part II Adjustments to Income 10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

11 Certain business expenses of reservists, performing artists, and fee-basis government officials.

11Attach Form 2106. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Health savings account deduction. Attach Form 8889. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 12

Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . 13 13

Deductible part of self-employment tax. Attach Schedule SE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1414

15Self-employed SEP, SIMPLE, and qualified plans. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Self-employed health insurance deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1616

17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

18a18a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

b Recipient's SSN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

c Date of original divorce or separation agreement (see instructions) G

19 19IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Student loan interest deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 20

21 Tuition and fees. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040

or 1040-SR, line 8a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040 or 1040-SR) 2019

FDIA0103L 12/26/19

Joseph Green 406-11-1112

10,208.

147,000.

OMB No. 1545-0074SCHEDULE 2 Additional Taxes(Form 1040 or 1040-SR)

2019 A Attach to Form 1040 or 1040-SR.

Department of the Treasury Attachment A Go to www.irs.gov/Form1040 for instructions and the latest information.Internal Revenue Service 02Sequence No.

Name(s) shown on Form 1040 or 1040-SR Your social security number

Part I Tax

1 Alternative minimum tax. Attach Form 6251. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

33 Add lines 1 and 2. Enter here and include on Form 1040 or 1040-SR, line 12b. . . . . . . . . . . . . . . . . . . . . . . . . . .

Part II Other Taxes 44 Self-employment tax. Attach Schedule SE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

55 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . . . . . . . . . . . . . . . . . . . . . .

6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form

65329 if required. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7a7a Household employment taxes. Attach Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7bRepayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if required . . . . . . . . . . . . . . . . b

Taxes from: a Form 8959 b Form 89608

8c Instructions; enter code(s)

99 Section 965 net tax liability installment from Form 965-A. . . . . . . . . . . . . . . . . . . . .

10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form 1040 or 1040-SR,

line 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040 or 1040-SR) 2019

FDIA0104L 09/30/19

406-11-1112Joseph Green

20,416.

26,127.

5,711.

OMB No. 1545-0074SCHEDULE 3 Additional Credits and Payments(Form 1040 or 1040-SR)

2019 A Attach to Form 1040 or 1040-SR.

Department of the Treasury Attachment A Go to www.irs.gov/Form1040 for instructions and the latest information.Internal Revenue Service 03Sequence No.

Your social security numberName(s) shown on Form 1040 or 1040-SR

Nonrefundable CreditsPart I 1 Foreign tax credit. Attach Form 1116 if required. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

2 Credit for child and dependent care expenses. Attach Form 2441. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

3 Education credits from Form 8863, line 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

4 Retirement savings contributions credit. Attach Form 8880. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

5 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

6 Other credits from Form: a 3800 b 8801 c 6

7 Add lines 1 through 6. Enter here and include on Form 1040 or 1040-SR, line 13b. . . . . . . . . . . . . . . . . . . . . . . . 7

Other Payments and Refundable CreditsPart II 8 2019 estimated tax payments and amount applied from 2018 return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Net premium tax credit. Attach Form 8962. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 9

Amount paid with request for extension to file (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 10

Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 11

Credit for federal tax on fuels. Attach Form 4136. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 12

13 Credits from Form: 13a 2439 b Reserved c 8885 d

14 Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 18d. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 3 (Form 1040 or 1040-SR) 2019

FDIA0105L 12/26/19

406-11-1112Joseph Green

32,000.

OMB No. 1545-0074SCHEDULE A Itemized Deductions (Form 1040 or 1040-SR)

G Go to www.irs.gov/ScheduleA for instructions and the latest information. (Rev. January 2020) 2019

G Attach to Form 1040 or 1040-SR. Department of the Treasury Attachment Internal Revenue Service Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16.(99) Sequence No. 07

Your social security numberName(s) shown on Form 1040 or 1040-SR

Caution: Do not include expenses reimbursed or paid by others. Medical

1 Medical and dental expenses (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . 1and Dental 2 Enter amount from Form 1040 or Expenses

1040-SR, line 8b. . . . . . . . . . . . . . . . . . 2

3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Taxes You 5 State and local taxes. Paid a State and local income taxes or general sales taxes. You may

include either income taxes or general sales taxes on line 5a,

but not both. If you elect to include general sales taxes instead

of income taxes, check this box.. . . . . . . . . . . . . . . . . . . . . . . 5aG

b 5bState and local real estate taxes (see instructions) . . . . . . . . . . . . . . . . . . . . . . .

c State and local personal property taxes. . . . . . . . . . . . . . . . . . . . . . . 5c

d Add lines 5a through 5c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5d

e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5e

6 Other taxes. List type and amount G

7 7Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 Home mortgage interest and points. If you didn't use all of yourInterest You Paid home mortgage loan(s) to buy, build, or improve your home, Caution: Your see instructions and check this box. . . . . . . . . . . . . . . . . . . . G mortgage interest

a Home mortgage interest and points reported to you on deduction may

Form 1098. See instructions if limited. . . . . . . . . . . . . . . . . . . . . . . . . 8abe limited (see instructions). b Home mortgage interest not reported to you on Form 1098. See

instructions if limited. If paid to the person from whom you

bought the home, see instructions and show that person's name,

identifying no., and address G

8cc Points not reported to you on Form 1098. See instructions for special rules. . . . .

d Mortage insurance premiums (see instructions). . . . . . . . . . . . . . . . 8d

e Add lines 8a through 8d. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e

9 Investment interest. Attach Form 4952 if required. See

9instructions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

11 Gifts by cash or check. If you made any gift of $250 or more,Gifts to Charity see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

12 Other than by cash or check. If you made any gift of $250 or Caution: If you more, see instructions. You must attach Form 8283 if made a gift and

over $500. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 got a benefit for it,

see instructions. 13 Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 Add lines 11 through 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disasterCasualty and Theft Losses losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions. 15

16 Other'from list in instructions. List type and amount GOther Itemized Deductions

Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on17Total Itemized Form 1040 or 1040-SR, line 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Deductions

18 If you elect to itemize deductions even though they are less than your standard

deduction, check this box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

FDIA0301L 01/15/20

BAA For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Schedule A (Form 1040 or 1040-SR) 2019

Joseph Green 406-11-1112

14,000.

400,292. 30,022.

4,500.

6,000.

10,000.

12,000.

8,000.

30,000.

12,000.

10,000.

10,500.

OMB No. 1545-0074SCHEDULE B Interest and Ordinary Dividends (Form 1040 or 1040-SR) 2019

G Go to www.irs.gov/ScheduleB for instructions and the latest information. Department of the Treasury Attachment

G Attach to Form 1040 or 1040-SR.(99)Internal Revenue Service 08Sequence No. Name(s) shown on return Your social security number

AmountList name of payer. If any interest is from a seller-financed mortgage and the buyer used1Part I the property as a personal residence, see the instructions and list this interest first. Also, show that buyer's social security number and address GInterest

(See instructions and the instructions for Forms 1040 and 1040-SR, line 2b.)

Note: If you

received a Form 1 1099-INT, Form

1099-OID, or

substitute statement

from a brokerage

firm, list the firm's

name as the payer

and enter the total

interest shown on

that form.

2 2Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Excludable interest on series EE and I U.S. savings bonds issued after 1989. Attach3 3Form 8815. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 4Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b. . . G

Note: If line 4 is over $1,500, you must complete Part III. Amount

List name of payer G5Part II

Ordinary Dividends

(See instructions and the instructions for Forms 1040 and 1040-SR, line 3b.)

Note: If you 5 received a Form

1099-DIV or

substitute statement

from a brokerage

firm, list the firm's

name as the payer

and enter the

ordinary dividends

shown on that form.

6 6Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b. . . . G

Note: If line 6 is over $1,500, you must complete Part III.

Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a Yes No

foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.

Foreign 7a At any time during 2019, did you have a financial interest in or signature authority over a financial Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign country?

See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . and Trusts If 'Yes,' are you required to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filingCaution: If required, requirements and exceptions to those requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . failure to file FinCEN

Form 114 may b If you are required to file FinCEN Form 114, enter the name of the foreign country where the financial result in

account is located Gsubstantial penalties. See 8 During 2019, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust? If instructions. 'Yes,' you may have to file Form 3520. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

FDIA0401L 08/21/19BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040 or 1040-SR) 2019

Joseph Green 406-11-1112

9,500.

10,000.

Fifth First Bank 8,000. Third Bank 1,500.

Gator, Inc. 8,000. Wrap, Inc. 2,000.

OMB No. 1545-0074SCHEDULE C Profit or Loss From Business (Sole Proprietorship)(Form 1040 or 1040-SR)

2019 G Go to www.irs.gov/ScheduleC for instructions and the latest information.Department of the Treasury Attachment

(99)Internal Revenue Service 09G Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships generally must file Form 1065. Sequence No. Name of proprietor Social security number (SSN)

Principal business or profession, including product or service (see instructions) Enter code from instructionsA B

Business name. If no separate business name, leave blank. Employer ID number (EIN) (see instr.)C D

E Business address (including suite or room no.) G

City, town or post office, state, and ZIP code

(1) (2) (3)Cash Accrual Other (specify) GF Accounting method:

Yes NoG Did you "materially participate" in the operation of this business during 2019? If "No," see instructions for limit on losses.

H If you started or acquired this business during 2019, check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

Yes NoI Did you make any payments in 2019 that would require you to file Form(s) 1099? (see instructions). . . . . . . . . . . . . . . . . . . . .

Yes NoJ If "Yes," did you or will you file required Forms 1099?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

IncomePart I

1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you 1Gon Form W-2 and the "Statutory employee" box on that form was checked. . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 2Returns and allowances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 3Subtract line 2 from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 4Cost of goods sold (from line 42). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

6 Other income, including federal and state gasoline or fuel tax credit or refund 6(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7G

Part II Expenses. Enter expenses for business use of your home only on line 30. 8 8 18 18Advertising . . . . . . . . . . . . . . . . . . . . Office expense (see instructions). . . . . . . .

9 Car and truck expenses 19 19Pension and profit-sharing plans . . . . . . . . 9(see instructions) . . . . . . . . . . . . . .

20 Rent or lease (see instructions): 10 10Commissions and fees . . . . . . . . .

a 20aVehicles, machinery, and equipment. . . . . 11 Contract labor

b 20bOther business property . . . . . . . . . . . . . . . . 11(see instructions) . . . . . . . . . . . . . . 21 21Repairs and maintenance. . . . . . . . . . . . . . . 12 12Depletion. . . . . . . . . . . . . . . . . . . . . . 22 22Supplies (not included in Part III). . . . . . . . Depreciation and section13

179 expense deduction 23 23Taxes and licenses. . . . . . . . . . . . . . . . . . . . . (not included in Part III)

24 Travel and meals:13(see instructions) . . . . . . . . . . . . . . a 24aTravel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Employee benefit programs

14(other than on line 19) . . . . . . . . . b Deductible meals (see 24binstructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 15Insurance (other than health). . .

16 25 25Utilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest (see instr.):

a 16 a 26 26Wages (less employment credits). . . . . . . . Mortgage (paid to banks, etc.) . . . . . . . .

b 16 b 27 a 27aOther . . . . . . . . . . . . . . . . . . . . . . . . . Other expenses (from line 48). . . . . . . . . . .

17 17Legal and professional services b 27bReserved for future use . . . . . . . . . . . . . . . .

28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . 28G

29 29Tentative profit or (loss). Subtract line 28 from line 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829 unless using the simplified method (see instructions).

Simplified method filers only: enter the total square footage of: (a) your home:

and (b) the part of your home used for business: . Use the Simplified 30Method Worksheet in the instructions to figure the amount to enter on line 30. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

31 Net profit or (loss). Subtract line 30 from line 29.

? If a profit, enter on both Schedule 1 (Form 1040 or 1040-SR), line 3 (or Form 1040-NR, line 13) and on Schedule SE, line 2. (If you checked the box on line 1,

31see instructions). Estates and trusts, enter on Form 1041, line 3.

? If a loss, you must go to line 32.

If you have a loss, check the box that describes your investment in this activity (see instructions).32

All investment is? If you checked 32a, enter the loss on both Schedule 1 (Form 1040 or 1040-SR), line 3 (or Form 32a at risk.1040-NR, line 13) and on Schedule SE, line 2. (If you checked the box on line 1, see the line 31

instructions). Estates and trusts, enter on Form 1041, line 3. Some investment32b ? If you checked 32b, you must attach Form 6198. Your loss may be limited. is not at risk.

BAA For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040 or 1040-SR) 2019FDIZ0112L 09/18/19

Joseph Green 406-11-1112

X X

675,000.

675,000. 355,000. 320,000.

320,000.

6,500. 25,000.

1,000.

15,000.

20,000.

10,000. 80,000. 9,500.

6,000. 173,000. 147,000.

147,000.

Page 2Schedule C (Form 1040 or 1040-SR) 2019

Part III Cost of Goods Sold (see instructions) a b cMethod(s) used to value closing inventory: Cost Lower of cost or market Other (attach explanation)33

Was there any change in determining quantities, costs, or valuations between opening and closing inventory?34 Yes NoIf "Yes," attach explanation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Inventory at beginning of year. If different from last year's closing inventory,35 35attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

36 36Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

37 37Cost of labor. Do not include any amounts paid to yourself. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

38 38Materials and supplies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

39 39Other costs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

40 40Add lines 35 through 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

41 41Inventory at end of year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . . . . . . . . . . . . . . . . . 42

Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file Form 4562.

43 When did you place your vehicle in service for business purposes? (month, day, year) G

Of the total number of miles you drove your vehicle during 2019, enter the number of miles you used your vehicle for:44

a b cBusiness Commuting (see instructions) Other

45 Yes NoWas your vehicle available for personal use during off-duty hours?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

46 Yes NoDo you (or your spouse) have another vehicle available for personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

47 a Yes NoDo you have evidence to support your deduction?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

b Yes NoIf "Yes," is the evidence written?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part V Other Expenses. List below business expenses not included on lines 8-26 or line 30.

48 Total other expenses. Enter here and on line 27a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Schedule C (Form 1040 or 1040-SR) 2019

FDIZ0112L 09/18/19

Joseph Green 406-11-1112

355,000.

9,500.

Miscellaneous 4,000.

Telephone 5,500.

OMB No. 1545-0074SCHEDULE D (Form 1040 or 1040-SR) Capital Gains and Losses

G Attach to Form 1040, 1040-SR, or 1040-NR. 2019 G Go to www.irs.gov/ScheduleD for instructions and the latest information.Department of the Treasury

Attachment (99)Internal Revenue Service G Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. 12Sequence No.

Name(s) shown on return Your social security number

Yes NoDid you dispose of any investment(s) in a qualified opportunity fund during the tax year?

If "Yes," attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.

Part I Short-Term Capital Gains and Losses ' Generally Assets Held One Year or Less (see instructions)

(g) (h) Gain or (loss)See instructions for how to figure the amounts to Adjustmentsenter on the lines below. Subtract column (e)(d) (e)

to gain or loss from from column (d) andProceeds Cost This form may be easier to complete if you round Form(s) 8949, Part I, combine the result(sales price) (or other basis) off cents to whole dollars. line 2, column (g) with column (g)

Totals for all short-term transactions reported1a on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b . . . . . . . . . . . . . . . . . . . . .

Totals for all transactions reported on1b Form(s) 8949 with Box A checked . . . . . . . . . . .

Totals for all transactions reported on2 Form(s) 8949 with Box B checked . . . . . . . . . . .

Totals for all transactions reported on3 Form(s) 8949 with Box C checked . . . . . . . . . . .

4 4Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824. . . . . . . . . . . .

5 5Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1. . . .

6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). If you have any long-term 7capital gains or losses, go to Part II below. Otherwise, go to Part III on the back. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part II Long-Term Capital Gains and Losses ' Generally Assets Held More Than One Year (see instructions)

(g) (h) Gain or (loss)See instructions for how to figure the amounts to Adjustmentsenter on the lines below. Subtract column (e)(d) (e)

to gain or loss from from column (d) andProceeds Cost This form may be easier to complete if you round Form(s) 8949, Part II, combine the result(sales price) (or other basis) off cents to whole dollars. line 2, column (g) with column (g)

Totals for all long-term transactions reported8a on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Totals for all transactions reported on8b Form(s) 8949 with Box D checked. . . . . . . . . . .

Totals for all transactions reported on9 Form(s) 8949 with Box E checked. . . . . . . . . . .

Totals for all transactions reported on10 Form(s) 8949 with Box F checked. . . . . . . . . . .

Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from11 11Forms 4684, 6781, and 8824. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12 12Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 . . . .

13Capital gain distributions. See the instrs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

15 Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to Part III on 15the back. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040 or 1040-SR) 2019FDIA0612L 09/04/19

Joseph Green 406-11-1112

40,000. 62,500. -22,500.

-22,500.

530,000. 260,000. -28,500. 241,500.

25,000.

266,500.

Page 2Schedule D (Form 1040 or 1040-SR) 2019

Part III Summary

16 16Combine lines 7 and 15 and enter the result. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

? If line 16 is a gain, enter the amount from line 16 on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14. Then go to line 17 below. If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22.?

? If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14. Then go to line 22.

17 Are lines 15 and 16 both gains?

Yes. Go to line 18.

No. Skip lines 18 through 21, and go to line 22.

If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the18 amount, if any, from line 7 of that worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18G

19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see 19Ginstructions), enter the amount, if any, from line 18 of that worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

20 Are lines 18 and 19 both zero or blank?

Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42). Don't complete lines 21 and 22 below.

No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21 and 22 below.

21 If line 16 is a loss, enter here and on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14, the smaller of:

? The loss on line 16; or 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

? ($3,000), or if married filing separately, ($1,500)

Note: When figuring which amount is smaller, treat both amounts as positive numbers.

22 Do you have qualified dividends on Form 1040 or 1040-SR, line 3a; or Form 1040-NR, line 10b?

Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42).

No. Complete the rest of Form 1040, 1040-SR, or 1040-NR.

Schedule D (Form 1040 or 1040-SR) 2019

FDIA0612L 09/04/19

Joseph Green 406-11-1112

244,000.

OMB No. 1545-0074

Form 8949 Sales and Other Dispositions of Capital Assets

2019G Go to www.irs.gov/Form8949 for instructions and the latest information. Department of the Treasury Attachment Internal Revenue Service 12AG File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Sequence No. Name(s) shown on return SSN or taxpayer identification number

Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.

Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (seePart I instructions). For long-term transactions, see page 2.

Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions).

You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.

(A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)

(B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS

Adjustment, if any, to gain or loss. (h)1 (a) (b) (e)(c) If you enter an amount in column (g),(d) enter a code in column (f).Date acquired Cost or other basis.Date sold or ProceedsDescription of property Gain or (loss).

(f) (g)in the separate combine the result Code(s) from Amount ofinstructions with column (g) instructions adjustment

2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) . . . . . . . . . . . . . . . . . . . . . . . . . . . G

Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.

FDIA9212L 07/31/19BAA For Paperwork Reduction Act Notice, see your tax return instructions. Form 8949 (2019)

0.40,000.

406-11-1112Joseph Green

62,500. -22,500.

1 Gabriel, Inc. 5/15/19 7/15/19 40,000. 62,500. -22,500.

Form 8949 (2019) Attachment Sequence No. 12A Page 2 Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side SSN or taxpayer identification number

Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.

Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term Part II (see instructions). For short-term transactions, see page 1.

Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions).

You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.

(D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)

(E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS

(F) Long-term transactions not reported to you on Form 1099-B

See the separate instructions.(Example: 100 shares XYZ Co.) disposed of Subtract column (e)(Mo., day, yr.) See the Note below(sales price) (Mo., day, yr.) and see Column (e) from column (d) and(see instructions) (f) (g)in the separate combine the resultCode(s) from Amount ofinstructions with column (g)instructions adjustment

2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 10 (if

GBox F above is checked). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.

FDIA9212L 07/31/19 Form 8949 (2019)

-28,500.530,000.

406-11-1112Joseph Green

260,000. 241,500.

1 Biff, Inc. 9/05/16 3/12/19 40,000. 50,000. -10,000.

1 Orange, Inc. 4/01/12 7/01/19 25,000. 10,000. 15,000. 1 2859 Smallhouse Lane, Tuscon, AZ 85701

12/01/98 12/01/19 465,000. 200,000. E -28,500. 236,500.

SCHEDULE SE OMB No. 1545-0074 (Form 1040 or 1040-SR) Self-Employment Tax

2019G Go to www.irs.gov/ScheduleSE for instructions and the latest information. Department of the Treasury Attachment

G Attach to Form 1040, 1040-SR, or 1040-NR.Internal Revenue Service (99) 17Sequence No. Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR)

Social security number of person with self-employment income G

Before you begin: To determine if you must file Schedule SE, see the instructions.

May I Use Short Schedule SE or Must I Use Long Schedule SE?

Note: Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE in the instructions.

Did you receive wages or tips in 2019?

No Yes

I I I Are you a minister, member of a religious order, or Yes Yes

Was the total of your wages and tips subject to socialChristian Science practitioner who received IRS approval G security or railroad retirement (tier 1) tax plus your netnot to be taxed on earnings from these sources, but you G earnings from self-employment more than $132,900?owe self-employment tax on other earnings?

No No

I I Yes YesAre you using one of the optional methods to figure your Did you receive tips subject to social security or Medicare

net earnings (see instructions)? tax that you didn't report to your employer?G G No No

I I Yes No YesDid you receive church employee income (see instruc- Did you report any wages on Form 8919, Uncollected

tions) reported on Form W-2 of $108.28 or more? Social Security and Medicare Tax on Wages? GHG No

I I You may use Short Schedule SE below You must use Long Schedule SE on page 2G

Section A ' Short Schedule SE. Caution: Read above to see if you can use Short Schedule SE.

1 a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065), 1 abox 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If you received social security retirement or disability benefits, enter the amount of Conservation Reserveb Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b

Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than2 farming). Ministers and members of religious orders, see instructions for types of income to report

2on this line. See instructions for other income to report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 3Combine lines 1a, 1b, and 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 Multiply line 3 by 92.35% (0.9235). If less than $400, you don't owe self-employment tax; don't file this 4schedule unless you have an amount on line 1b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

Note: If line 4 is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.

5 Self-employment tax. If the amount on line 4 is:

?$132,900 or less, multiply line 4 by 15.3% (0.153). Enter the result here and on Schedule 2 (Form 1040 or 1040-SR), line 4, or Form 1040-NR, line 55.

?More than $132,900, multiply line 4 by 2.9% (0.029). Then, add $16,479.60 to the result.

Enter the total here and on Schedule 2 (Form 1040 or 1040-SR), line 4, or Form 1040-NR, line 55. . . . . . . . . . . 5

6 Deduction for one-half of self-employment tax.

Multiply line 5 by 50% (0.50). Enter the result here and on Schedule 1

(Form 1040 or 1040-SR), line 14, or Form 1040-NR, line 27 . . . . . . . . . . . . . . . . . . . . 6

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040 or 1040-SR) 2019

FDIA1101L 10/14/19

Joseph Green 406-11-1112

147,000.

135,755.

20,416.

10,208.

OMB No. 1545-0123 Qualified Business Income DeductionForm 8995-A

2019 G Attach to your tax return. Department of the Treasury Attachment Internal Revenue Service G Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55A Name(s) shown on return Your taxpayer identification number

Trade, Business, or Aggregation InformationPart I Complete Schedules A, B, and/or C (Form 8995-A), as applicable, before starting Part I. Attach additional worksheets when needed. See instructions.

(e) Check if(c) Check if (d) Taxpayer (b) Check if (a) Trade, business, or aggregation name1 specified service patronaggregation identification number

Part II Determine Your Adjusted Qualified Business Income

BA C

Qualified business income from the trade, business, or2 2aggregation. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Multiply line 2 by 20% (0.20). If your taxable income is3 $160,700 or less ($160,725 if married filing separately;

$321,400 if married filing jointly), skip lines 4 through 12 and

enter the amount from line 3 on line 13. . . . . . . . . . . . . . . . . . . . . . . 3

Allocable share of W-2 wages from the trade, business, or4 aggregation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Multiply line 4 by 50% (0.50). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 5

Multiply line 4 by 25% (0.25). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6

Allocable share of the unadjusted basis immediately after7

acquisition (UBIA) of all qualified property. . . . . . . . . . . . . . . . . . . . 7

Multiply line 7 by 2.5% (0.025). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 8

Add lines 6 and 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 9

Enter the greater of line 5 or line 9. . . . . . . . . . . . . . . . . . . . . . . . . . . 1010

W-2 wage and qualified property limitation. Enter the smaller11 of line 3 or line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Phased-in reduction. Enter the amount from line 26, if any.12

See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Qualified business income deduction before patron reduction.13

Enter the greater of line 11 or line 12 . . . . . . . . . . . . . . . . . . . . . . . . 13

Patron reduction. Enter the amount from Schedule D14 (Form 8995-A), line 6, if any. See instructions . . . . . . . . . . . . . . . . 14

15Qualified business income component. Subtract line 14 from line 13. . . . . . . . . . 15

Total qualified business income component. Add all amounts16 Greported on line 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

BAA For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Form 8995-A (2019)

FDIA9923L 12/26/19

Joseph Green 406-11-1112

136,792.

27,358.

80,000. 40,000. 20,000.

20,000. 40,000.

27,358.

Form 8995-A (2019) Page 2

Part III Phased-in Reduction Complete Part III only if your taxable income is more than $160,700 but not $210,700 ($160,725 and $210,725 if married filing separately; $321,400 and $421,400 if married filing jointly) and line 10 is less than line 3. Otherwise, skip Part III.

BA C

Enter the amounts from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1717

Enter the amounts from line 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 18

19Subtract line 18 from line 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Taxable income before qualified20 20business income deduction. . . . . .

21 Threshold. Enter $160,700 ($160,725

if married filing separately; $321,400

if married filing jointly) . . . . . . . . . . . . . . 21

22 Subtract line 21 from line 20. . . . . 22

Phase-in range. Enter $50,000 ($100,000 if23

married filing jointly). . . . . . . . . . . . . . . . 23

24 %Phase-in percentage. Divide ln 22 by ln 23 24

25Total phase-in reduction. Multiply line 19 by line 24 . . . . . . . . . . . 25

Qualified business income after phase-in reduction. Subtract26 line 25 from line 17. Enter this amount here and on line 12, for the corresponding trade or business . . . . . . . . . . . . . . . . . . . . . . 26

Part IV Determine Your Qualified Business Income Deduction

Total qualified business income component from all qualified trades,27 27businesses, or aggregations. Enter the amount from line 16 . . . . . . . . . . . . . . . . . . .

Qualified REIT dividends and publicly traded partnership (PTP)28 income or (loss). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

29Qualified REIT dividends and PTP (loss) carryforward from prior years . . . . . . . . . 29

30 Total qualified REIT dividends and PTP income. Combine lines 28 and 29. If less than zero, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

REIT and PTP component. Multiply line 30 by 20% (0.20). . . . . . . . . . . . . . . . . . . . . . 31 31

Qualified business income deduction before the income limitation. Add lines 27 and 31. . . . . . . . . . . . . . . . . . G 3232

33Taxable income before qualified business income deduction. . . . . . . . . . . . . . . . . . . 33

Net capital gain. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3434

35Subtract line 34 from line 33. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

36Income limitation. Multiply line 35 by 20% (0.20). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

37 Qualified business income deduction before the domestic production activities deduction (DPAD) under 37section 199A(g). Enter the smaller of line 32 or line 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

DPAD under section 199A(g) allocated from an agricultural or horticultural cooperative. Don't enter more38 than line 33 minus line 37. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

39 Total qualified business income deduction. Add lines 37 and 38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 39

Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 28 and 29. If zero or greater,40 enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Form 8995-A (2019)

FDIA9923L 12/26/19

Joseph Green 406-11-1112

27,358.

27,358. 370,292. 254,000.

116,292. 23,258.

23,258.

OMB No. 1545-2227Net Investment Income Tax ' Form 8960 Individuals, Estates, and Trusts 2019 Department of the Treasury Attach to your tax return.D AttachmentInternal Revenue Service (99) 72Sequence No.Go to www.irs.gov/Form8960 for instructions and the latest information.D

Your social security number or EINName(s) shown on your tax return

Part I Investment Income Section 6013(g) election (see instructions)

Section 6013(h) election (see instructions)

Regulations section 1.1411-10(g) election (see instructions)

Taxable interest (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Ordinary dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Annuities (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Rental real estate, royalties, partnerships, S corporations, trusts,4 a

etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4a

Adjustment for net income or loss derived in the ordinary course ofb

4ba non-section 1411 trade or business (see instructions). . . . . . . . . . . . . . . . . . . .

Combine lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c 4c

5 a Net gain or loss from disposition of property (see instructions) . . . . . . . . . . . . . 5a

Net gain or loss from disposition of property that is not subject tob

net investment income tax (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b

Adjustment from disposition of partnership interest or S corporationc

stock (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5c

Combine lines 5a through 5c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5dd

Adjustments to investment income for certain CFCs and PFICs (see instructions). . . . . . . . . . . . . . . . . . . . . . . . 66

Other modifications to investment income (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 8

Part II Investment Expenses Allocable to Investment Income and Modifications 9aInvestment interest expenses (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 a

b State, local, and foreign income tax (see instructions) . . . . . . . . . . . . . . . . . . . . . 9b

Miscellaneous investment expenses (see instructions). . . . . . . . . . . . . . . . . . . . . c 9c

9dAdd lines 9a, 9b, and 9c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Additional modifications (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 10

Total deductions and modifications. Add lines 9d and 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 11

Part III Tax Computation 12 Net investment income. Subtract Part II, line 11, from Part I, line 8. Individuals, complete lines 13-17.

Estates and trusts, complete lines 18a-21. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Individuals: Modified adjusted gross income (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . 13 13

Threshold based on filing status (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . 14 14

Subtract line 14 from line 13. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . 15 15

Enter the smaller of line 12 or line 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1616

Net investment income tax for individuals. Multiply line 16 by 3.8% (0.038). Enter here and17

include on your tax return (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Estates and Trusts: Net investment income (line 12 above) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 a 18a

Deductions for distributions of net investment income andb

deductions under section 642(c) (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . 18b

c Undistributed net investment income. Subtract line 18b from 18a 18c(see instructions). If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Adjusted gross income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 a 19a

b Highest tax bracket for estates and trusts for the year

(see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19b

Subtract line 19b from line 19a. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . c 19c

Enter the smaller of line 18c or line 19c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2020

Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (0.038). Enter here21

and include on your tax return (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Form 8960 (2019)

FDIA6801L 08/14/19

Joseph Green 406-11-1112

9,500.

10,000.

244,000.

263,500.

400,292. 250,000.

150,292. 150,292.

5,711.

OMB No. 1545-1190Like-Kind Exchanges Form 8824

(and section 1043 conflict-of-interest sales) 2019G Attach to your tax return. Department of the Treasury AttachmentG Go to www.irs.gov/Form8824 for instructions and the latest information. Internal Revenue Service Sequence No. 109 Name(s) shown on tax return Identifying number

Part I Information on the Like-Kind Exchange

Note: Generally, only real property should be described on line 1 or 2. However, you may describe personal and/or real property on line 1 or 2 if you are filing this form to report the disposition of property exchanged in a previously reported related party like-kind exchange. If the property described on line 1 or line 2 is real or personal property located outside the United States, indicate the country.

1 Description of like-kind property given up:

2 Description of like-kind property received:

3 3Date like-kind property given up was originally acquired (month, day, year). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 4Date you actually transferred your property to the other party (month, day, year). . . . . . . . . . . . . . . . . . . . . . . . .

5 Date like-kind property you received was identified by written notice to another party (month, day, year). 5See instructions for 45-day written identification requirement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6 6Date you actually received the like-kind property from other party (month, day, year). See instructions . . . .

7 Was the exchange of the property given up or received made with a related party, either directly or indirectly (such as through an intermediary)? See instructions. If 'Yes,' complete Part II. If 'No,' go to Part III . . . . . . . . . . . . . . . Yes No

Note: Do not file this form if a related party sold property into the exchange, directly or indirectly (such as through an intermediary); that property became your replacement property; and none of the exceptions in line 11 applies to the exchange. Instead, report the disposition of the property as if the exchange had been a sale. If one of the exceptions on line 11 applies to the exchange, complete Part II.

Part II Related Party Exchange Information Name of related party Relationship to you Related party's identifying number8

Address (number, street, and apartment., room, or suite number)

City or town State ZIP code

9 During this tax year (and before the date that is 2 years after the last transfer of property that was part of the exchange), did the related party sell or dispose of any part of the like-kind property received from you (or an

Yes Nointermediary) in the exchange? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10 During this tax year (and before the date that is 2 years after the last transfer of property that was part of the Yes Noexchange), did you sell or dispose of any part of the like-kind property you received? . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If both lines 9 and 10 are 'No' and this is the year of the exchange, go to Part III. If both lines 9 and 10 are 'No' and this is not the year of the exchange, stop here. If either line 9 or line 10 is 'Yes,' complete Part III and report on this year's tax return the deferred gain or (loss) from line 24 unless one of the exceptions on line 11 applies.

11 If one of the exceptions below applies to the disposition, check the applicable box.

a The disposition was after the death of either of the related parties.

b The disposition was an involuntary conversion, and the threat of conversion occurred after the exchange.

c You can establish to the satisfaction of the IRS that neither the exchange nor the disposition had tax avoidance as one of its principal

purposes. If this box is checked, attach an explanation. See instructions.

BAA For Paperwork Reduction Act Notice, see the instructions. Form 8824 (2019)

FDIZ2112L 07/26/19

Joseph Green 406-11-1112

Land - Tuscon

Land - Phoenix

9/18/2015

8/15/2019

Form 8824 (2019) Page 2 Name(s) shown on tax return. Do not enter name and social security number if shown on Page 1. Your social security number

Part III Realized Gain or (Loss), Recognized Gain, and Basis of Like-Kind Property Received

Caution: If you transferred and received (a) more than one group of like-kind properties or (b) cash or other (not like-kind) property, see Reporting of multi-asset exchanges in the instructions.

Note: Complete lines 12 through 14 only if you gave up property that was not like-kind. Otherwise, go to line 15.

12 12Fair market value (FMV) of other property given up . . . . . . . . . . . . . . . . . . . . . . .

13 13Adjusted basis of other property given up. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

14 Gain or (loss) recognized on other property given up. Subtract line 13 from line 12. Report the gain or 14(loss) in the same manner as if the exchange had been a sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Caution: If the property given up was used previously or partly as a home, see Property used as home in the instructions.

15 Cash received, FMV of other property received, plus net liabilities assumed by other party, reduced 15(but not below zero) by any exchange expenses you incurred. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . .

16 16FMV of like-kind property you received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

17 17Add lines 15 and 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 Adjusted basis of like-kind property you gave up, net amounts paid to other party, plus any exchange expenses not used on line 15. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

19 Realized gain or (loss). Subtract line 18 from

19line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

20 20Enter the smaller of line 15 or line 19, but not less than zero . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

21 21Ordinary income under recapture rules. Enter here and on Form 4797, line 16. See instructions. . . . . . . . . . .

22 Subtract line 21 from line 20. If zero or less, enter -0-. If more than zero, enter here and on Schedule D or 22Form 4797, unless the installment method applies. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

23 Recognized gain. Add lines 21 and 22. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

24 24Deferred gain or (loss). Subtract line 23 from line 19. If a related party exchange, see instructions . . . . . . . .

25 Basis of like-kind property received. Subtract line 15 from the sum of lines 18 and 23. . . . . . . . . . . . . . . . . . . 25

Part IV Deferral of Gain From Section 1043 Conflict-of-Interest Sales Note: This part is to be used only by officers or employees of the executive branch of the federal government or judicial officers of the federal government (including certain spouses, minor or dependent children, and trustees as described in section 1043) for reporting nonrecognition of gain under section 1043 on the sale of property to comply with the conflict-of-interest requirements. This part can be used only if the cost of the replacement property is more than the basis of the divested property.

26 Enter the number from the upper right corner of your certificate of divestiture. (Do not attach a copy of your certificate. Keep the certificate with your records.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

27 Description of divested property G

28 Description of replacement property G

29 29Date divested property was sold (month, day, year) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

30 30Sales price of divested property. See instructions. . . . . . . . . . . . . . . . . . . . . . . . .

31 31Basis of divested property. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

32 Realized gain. Subtract line 31 from line 30. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

33 Cost of replacement property purchased within 60 days after date

33of sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

34 34Subtract line 33 from line 30. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

35 35Ordinary income under recapture rules. Enter here and on Form 4797, line 10. See instructions. . . . . . . . . . .

36 Subtract line 35 from line 34. If zero or less, enter -0-. If more than zero, enter here and on Schedule D 36or Form 4797. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

37 Deferred gain. Subtract the sum of lines 35 and 36 from line 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

38 Basis of replacement property. Subtract line 37 from line 33 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Form 8824 (2019)

FDIZ2112L 07/26/19

25,000. 210,000. 235,000.

210,000.

25,000. 25,000.

0. 210,000.

OMB No. 1545-0172 Depreciation and Amortization

Form 4562 (Including Information on Listed Property) 2019 G Attach to your tax return.

Department of the Treasury AttachmentG Go to www.irs.gov/Form4562 for instructions and the latest information.Internal Revenue Service (99) 179Sequence No. Name(s) shown on return Identifying number

Business or activity to which this form relates

Election To Expense Certain Property Under Section 179Part I Note: If you have any listed property, complete Part V before you complete Part I.

1 1Maximum amount (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 2Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 3Threshold cost of section 179 property before reduction in limitation (see instructions). . . . . . . . . . . . . . . . . . . . . .

4 4Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing5 5separately, see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Description of property Cost (business use only) Elected cost6 (a) (b) (c)

7 7Listed property. Enter the amount from line 29. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 8Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7. . . . . . . . . . . . . . . . . . . . . . .

9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

10 10Carryover of disallowed deduction from line 13 of your 2018 Form 4562. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11 11Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instrs . . Section 179 expense deduction. Add lines 9 and 10, but don't enter more than line 11. . . . . . . . . . . . . . . . . . . . . . 12 12

GCarryover of disallowed deduction to 2020. Add lines 9 and 10, less line 12. . . . . . . . 13 13 Note: Don't use Part II or Part III below for listed property. Instead, use Part V.

Part II Special Depreciation Allowance and Other Depreciation (Don't include listed property. See instructions.)

Special depreciation allowance for qualified property (other than listed property) placed in service during the14 14tax year. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15 15Property subject to section 168(f)(1) election. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16 16Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part III MACRS Depreciation (Don't include listed property. See instructions.) Section A

17 17MACRS deductions for assets placed in service in tax years beginning before 2019. . . . . . . . . . . . . . . . . . . . . . . . .

If you are electing to group any assets placed in service during the tax year into one or more general18 Gasset accounts, check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section B ' Assets Placed in Service During 2019 Tax Year Using the General Depreciation System

Basis for depreciation(c)Month and Depreciation(a) (b) (d) (e) (f) (g) (business/investment useClassification of property year placed Recovery period Convention Method deduction

in service only ' see instructions)

19 a 3-year property . . . . . . . . . .

b 5-year property . . . . . . . . . .

c 7-year property . . . . . . . . . .

d 10-year property. . . . . . . . .

e 15-year property. . . . . . . . .

f 20-year property. . . . . . . . .

g 25-year property. . . . . . . . . 25 yrs S/L h Residential rental 27.5 yrs MM S/L

property. . . . . . . . . . . . . . . . . 27.5 yrs MM S/L i Nonresidential real 39 yrs MM S/L

property. . . . . . . . . . . . . . . . . MM S/L Section C ' Assets Placed in Service During 2019 Tax Year Using the Alternative Depreciation System

20 a Class life. . . . . . . . . . . . . . . . S/L b 12-year. . . . . . . . . . . . . . . . . . 12 yrs S/L c 30-year. . . . . . . . . . . . . . . . . . 30 yrs MM S/L d 40-year. . . . . . . . . . . . . . . . . . 40 yrs MM S/L

Part IV Summary (See instructions.) 21 21Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on 22the appropriate lines of your return. Partnerships and S corporations ' see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

For assets shown above and placed in service during the current year, enter23 23the portion of the basis attributable to section 263A costs. . . . . . . . . . . . . . . . . . . . . . . .

FDIZ0812L 08/05/19BAA For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (2019)

Schedule C - Joseph Green

15,000.

0. 15,000. 15,000.

1,020,000.

15,000.

406-11-1112Joseph Green

162,000. 15,000.

2,550,000.

Office Equipment 15,000. 15,000.

2019 Federal Worksheets Page 1

Joseph Green 406-11-1112

Form 1040 or 1040-SR, Line 2a Tax-Exempt Interest

In-state Private Total municipal activity municipal

Payer bonds bonds bonds

12,000. 12,000. 12,000. 0. 12,000.

Form 1040 or 1040-SR, Line 3a Qualified Dividends

Gator, Inc. 8,000. Wrap, Inc. 2,000.

Total 10,000.

Qualified Business Income

Trade or business name: Joseph Green Taxpayer identification number: 406-11-1112

Business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147,000. Allocated deduction for one-half of self-employment tax. . . . . . . . . . . . . . . . . . . . . . . . . -10,208.

Qualified Business Income 136,792.

2019 Federal Worksheets Page 2

Joseph Green 406-11-1112

Qualified Dividends and Capital Gain Tax Worksheet (Form 1040 or Form 1040-SR, Line 12a)

1. Enter the amount from Form 1040 or 1040-SR, line 11b 347,034. 2. Enter the amount from Form 1040 or 1040-SR, line 3a 10,000. 3. Are you filing Schedule D?

[X] Yes. Enter the smaller of line 15 or 16 of Schedule D, but do not enter less than zero

[ ] No. Enter amount from Form 1040 or 1040-SR, line 6 244,000. 4. Add lines 2 and 3 254,000. 5. If you are claiming investment interest expense

on Form 4952, enter the amount from line 4g of that form. Otherwise enter zero. 0.

6. Subtract line 5 from line 4. If zero or less, enter zero. 254,000.

7. Subtract line 6 from line 1. If zero or less, enter zero. 93,034.

8. Enter: $39,375 if single or married filing separately, $78,750 if married filing jointly or qualifying widow(er), $52,750 if head of household 78,750.

9. Enter the smaller of line 1 or line 8 78,750. 10. Enter the smaller of line 7 or line 9 78,750. 11. Subtract line 10 from line 9. This amount

is taxed at 0% 0. 12. Enter the smaller of line 1 or line 6 254,000. 13. Enter the amount from line 11 0. 14. Subtract line 13 from line 12 254,000. 15. Enter:

$434,550 if single, $244,425 if married filing separately, $488,850 if married filing jointly or qualifying widow(er), $461,700 if head of household. 488,850.

16. Enter the smaller of line 1 or line 15 347,034. 17. Add lines 7 and 11 93,034. 18. Subtract line 17 from line 16. If zero or

less, enter zero. 254,000. 19. Enter the smaller of line 14 or line 18 254,000. 20. Multiply line 19 by 15% (.15) 38,100. 21. Add lines 11 and 19 254,000. 22. Subtract line 21 from line 12 0. 23. Multiply line 22 by 20% (.20) 0. 24. Figure the tax on the amount on line 7.

(Use the Tax Table or Tax Computation Worksheet) 12,183. 25. Add lines 20, 23, and 24 50,283. 26. Figure the tax on the amount on line 1.

(Use the Tax Table or Tax Computation Worksheet) 73,684. 27. Tax on all taxable income (including

capital gain distributions). Enter the smaller of line 25 or line 26 here and on Form 1040 or Form 1040-SR, line 12a 50,283.

2019 Federal Worksheets Page 3

Joseph Green 406-11-1112

Child Tax Credit and Credit for Other Dependents Worksheet (Form 1040 or 1040-SR, Line 13a)

1. Number of qualifying children with required SSN from Form 1040 or 1040-SR, Dependents: 1 x $2,000 2,000.

2. Number of other dependents, including qualifying children without the required SSN from Form 1040 or 1040-SR, Dependents: 0 x $500 0.

3. Add lines 1 and 2 2,000. 4. Enter the amount from Form 1040 or 1040-SR, line 8b. 400,292. 5. Enter $400,000 if MFJ ($200,000 for all others) 200,000. 6. Is line 4 more than the amount on line 5?

NO - Leave line 6 blank. Enter -0- on line 7. YES - Subtract line 5 from line 4.

If the result is not a multiple of $1,000, increase it to the next multiple of $1,000. 201,000.

7. Multiply the amount on line 6 by 5% (.05). Enter the result. 10,050.

8. Is the amount on line 3 more than the amount on line 7? NO - Stop. You can't take the child tax credit on

Form 1040 or 1040-SR, line 13a. You also cannot take the additional child tax credit on Form 1040 or 1040-SR, line 18b.

YES - Subtract line 7 from line 3. Enter the result. 0.

State and Local Taxes (Schedule A, Line 5a)

State and Local Income Taxes State Local

Income tax withheld 0. 0. Disability/unemployment insurance/transit tax 0. 0. Estimated tax payments 3,000. 0. Credit for prior year overpayment 0. 0. Credit for income tax withheld (K-1) 0. 0. 1/19 payment on 2018 estimate 0. 0. Paid with 2018 extension 0. 0. Paid with 2018 return 0. 0. Paid for prior years and/or to other states 0. 0. Total income taxes 3,000. 0.

Total state and local income taxes 3,000.

2019 Federal Worksheets Page 4

Joseph Green 406-11-1112

State and Local Taxes (Schedule A, Line 5a) (continued)

State and Local Sales Taxes Using the Optional Sales Tax Tables

Available Income: Adjusted gross income per Form 1040 or 1040-SR 400,292. Tax-exempt interest 12,000. Nontaxable combat pay 0. Nontaxable social security benefits 0. Nontaxable pensions 0. Nontaxable IRAs 0. Prior year refundable credits (refundable portion only) 0. Additional nontaxable amounts 0.

Total Available Income (not less than zero) 412,292.

Number of Exemptions 2.

1. State general sales taxes per Tables 1,908. 2. Local general sales taxes per Tables for certain residents of

AK, AZ, AR, CO, GA, IL, LA, MO, MS, NC, NY, SC, TN, UT, and VA (based on a rate of 1%) 362.

3. Local general sales tax rate 4. If line 2 is zero, enter your state general sales tax rate.

Otherwise, skip line 4 and 5, and go to line 6 5. Divide line 3 by line 4 6. Local general sales taxes. If line 2 is zero, multiply

line 1 by line 5. Otherwise, multiply line 2 by line 3. 0. 7. State and local general sales taxes (add lines 1 and 6) 1,908. 8. Sales taxes paid on vehicles, boats, etc. 0. 9. Sales tax deduction when using Tables (add lines 7 and 8) 1,908.

State and Local Sales Tax Deduction (Greater of Taxes Paid or Table Amount)

1. General sales taxes paid 4,500. 2. Use taxes paid 0. 3. Total actual taxes paid (add lines 1 and 2) 4,500. 4. Sales taxes using Tables 1,908. 5. Greater of sales taxes paid or Table amount 4,500.

State & Local Taxes to Sch. A, Ln 5 (greater of income or sales tax) 4,500.

2019 Federal Worksheets Page 5

Joseph Green 406-11-1112

Net Nonfarm Profit or (Loss) (Schedule SE, Line 2)

Taxpayer

Schedule C 147,000. Schedule E, page 2 (from Sch. K-1) 0. Other Income (Schedule 1, line 8) 0. Section 1256 contracts 0. Minister wages 0. Minister housing allowance 0. Minister parsonage - utilities 0. Employee business expenses 0. Net nonfarm income adjustment 0. Total Net Nonfarm Profit or (Loss) 147,000.

Taxable Business Income for Limitation of Section 179 Expense Deduction (Form 4562, Line 11)

Wages, salaries, tips, etc. 0. Business income or loss 162,000. Farm income or loss 0. Rental real estate income or loss 0. Nonpassive partnerships, S corps, estates, trusts 0. Income or loss for real estate professionals 0. Gains or losses on sales of business property 0. Total Taxable Business Income 162,000.

Amounts Received and Liabilities Assumed by Other Party (Form 8824, Line 15) Property: Land - Tuscon

1. Cash received 25,000. 2. Fair market value of other prop. received 0. 3. Mortgage assumed by other party 0. 4. Mortgage assumed on property received 0. 5. Cash given 0. 6. Fair market value of other property given 0. 7. Net liabilities assumed by other party

(subtract the total of lines 4, 5, & 6 from line 3.) 0.

8. Exchange expenses 0. 9. Form 8824, line 15 (subtract line 8 from the 25,000.

total of lines 1, 2, & 7.)

2019 Federal Worksheets Page 6

Joseph Green 406-11-1112

Adjusted Basis of Like-Kind Property (Form 8824, Line 18) Property: Land - Tuscon

1. Basis of like-kind property given 210,000. 2. Accumulated depreciation 0. 3. Adjusted basis of like-kind property given

(subtract line 2 from line 1) 210,000. 4. Mortgage assumed on property received 0. 5. Cash given 0. 6. Fair market value of other property given 0. 7. Mortgage assumed by other party 0. 8. Net amounts paid to other party

(subtract line 7 from the total of lines 4, 5, & 6) 0.

9. Exchange expenses 0. 10. Cash received 25,000. 11. Fair market value of other prop. received 0. 12. Net amounts assumed by other party

(subtract lines 4, 5, & 6 from line 7) 0. 13. Net exchange expenses

(subtract lines 10, 11, & 12 from line 9) 0. 14. Form 8824, line 18 (add lines 3, 8, & 13) 210,000.

Form 8960, Line 13 Modified Adjusted Gross Income Worksheet

1. Enter your Adjusted Gross Income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 400,292. 2a. Foreign Earned Income Exclusion (Form 2555, line 42) . . . . . . . . . . . . . . . . . . . . 0. 2b. Deductions reported on Form 2555, line 44 allocable to

your Foreign Earned Income Exclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0. 3. Adjustments for certain CFCs and certain PFICs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0. 3a. Adjustment from Form 1041, K-1, Code H (if positive amount). . . . . . . . . . 0. 4. Sum of lines 1, 2a, 2b, 3, and 3a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 400,292.

OMB No. 1545-0074Underpayment of Estimated Tax by Form 2210

Individuals, Estates, and Trusts 2019 G Go to www.irs.gov/Form2210 for instructions and the latest information.

Department of the Treasury AttachmentG Attach to Form 1040, 1040-SR, 1040-NR, 1040-NR-EZ, or 1041.Internal Revenue Service 06Sequence No. Name(s) shown on tax return Identifying number

Do You Have To File Form 2210?

Complete lines 1 through 7 below. Is line 7 less than $1,000? Don't file Form 2210. You don't owe a penalty.

You don't owe a penalty. Don't file Form 2210Complete lines 8 and 9 below. Is line 6 equal to or more than line 9? (but if box E in Part II applies, you must file page 1 of Form 2210).

You must file Form 2210. Does box B, C, or D in You may owe a penalty. Does any box in Part II below apply?

Part II apply?

You must figure your penalty.

You aren't required to figure your penalty because theDon't file Form 2210. You aren't required to figure your penalty IRS will figure it and send you a bill for any unpaidbecause the IRS will figure it and send you a bill for any unpaid amount. If you want to figure it, you may use Part III oramount. If you want to figure it, you may use Part III or Part IV as a Part IV as a worksheet and enter your penalty amountworksheet and enter your penalty amount on your tax return, but on your tax return, but file only page 1 of Form 2210.don't file Form 2210.

Part I Required Annual Payment

1 Enter your 2019 tax after credits from Form 1040 or Form 1040-SR, line 14 (see instructions if not 1filing Form 1040 or Form 1040-SR). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 Other taxes, including self-employment tax and, if applicable, Additional Medicare Tax and/or Net 2Investment Income Tax (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 Refundable credits, including the premium tax credit (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

4 Current year tax. Combine lines 1, 2, and 3. If less than $1,000, stop; you don't owe a penalty. Don't file 4Form 2210. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 5Multiply line 4 by 90% (0.90). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6 Withholding taxes. Don't include estimated tax payments (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

7 Subtract line 6 from line 4. If less than $1,000, stop; you don't owe a penalty. Don't file Form 2210. . . . . . . . . 7

8 8Maximum required annual payment based on prior year's tax (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . .

9 Required annual payment. Enter the smaller of line 5 or line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Next: Is line 9 more than line 6?

No. You don't owe a penalty. Don't file Form 2210 unless box E below applies.

Yes. You may owe a penalty, but don't file Form 2210 unless one or more boxes in Part II below applies.

? If box B, C, or D applies, you must figure your penalty and file Form 2210. ? If box A or E applies (but not B, C, or D) file only page 1 of Form 2210. You aren't required to figure your penalty; the IRS will figure it and send you a bill for any unpaid amount. If you want to figure your penalty, you may use Part III or IV as a worksheet and enter your penalty on your tax return, but file only page 1 of Form 2210.

Reasons for Filing. Check applicable boxes. If none apply, don't file Form 2210.Part II

A You request a waiver (see instructions) of your entire penalty. You must check this box and file page 1 of Form 2210, but you aren't required to figure your penalty.

B You request a waiver (see instructions) of part of your penalty. You must figure your penalty and waiver amount and file Form 2210.

C Your income varied during the year and your penalty is reduced or eliminated when figured using the annualized income installment method. You must figure the penalty using Schedule AI and file Form 2210.

D Your penalty is lower when figured by treating the federal income tax withheld from your income as paid on the dates it was actually withheld, instead of in equal amounts on the payment due dates. You must figure your penalty and file Form 2210.

E You filed or are filing a joint return for either 2018 or 2019, but not for both years, and line 8 above is smaller than line 5 above. You must file page 1 of Form 2210, but you aren't required to figure your penalty (unless box B, C, or D applies).

BAA For Paperwork Reduction Act Notice, see separate instructions. Form 2210 (2019)

FDIZ0313L 12/20/19

************** DO NOT MAIL --- WORKSHEET COPY ONLY **************

Joseph Green 406-11-1112

50,283.

26,127.

76,410. 68,769.

76,410.

68,769.

Form 2210 (2019) Page 3

Part IV Regular Method (See the instructions if you are filing Form 1040-NR or 1040-NR-EZ.) Payment Due Dates

Section A ' Figure Your Underpayment (a) (b) (c) (d) 4/15/19 6/15/19 9/15/19 1/15/20

18 Required installments. If box C in Part II applies, enter the amounts from Schedule AI, line 27. Otherwise, enter 25% (0.25) of line 9, Form 2210,

18in each column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Estimated tax paid and tax withheld (see the instruc-19 tions). For column (a) only, also enter the amount from line 19 on line 23. If line 19 is equal to or more than line 18 for all payment periods, stop here; you don't owe a penalty. Don't file Form 2210 unless you checked a box in Part II. . . . . . . . . . . . . . . . . . . . . . . . . 19 Complete lines 20 through 26 of one column before going to line 20 of the next column.

Enter the amount, if any, from line 26 in the20 20previous column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

21 21Add lines 19 and 20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

22 Add the amounts on lines 24 and 25 in the previous column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

23 Subtract line 22 from line 21. If zero or less, enter -0-. 23For column (a) only, enter the amount from line 19. . . .

24 If line 23 is zero, subtract line 21 from line 22. 24Otherwise, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

25 Underpayment. If line 18 is equal to or more than line 23, subtract line 23 from line 18. Then go to

25line 20 of the next column. Otherwise, go to line 26. . G 26 Overpayment. If line 23 is more than line 18,

subtract line 18 from line 23. Then go to line 20 26of the next column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section B ' Figure the Penalty (Use the Worksheet for Form 2210, Part IV, Section B ' Figure the Penalty in the instructions.)

27 Penalty. Enter the total penalty from line 14 of the Worksheet for Form 2210, Part IV, Section B ' Figure the Penalty. Also include this amount on Form 1040 or 1040-SR, line 24; Form 1040-NR, line 76; Form 1040-NR-EZ, line 26; or Form 1041, line 27.

Don't file Form 2210 unless you checked a box in Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27G

Form 2210 (2019)

FDIZ0313L 12/20/19

************** DO NOT MAIL --- WORKSHEET COPY ONLY ************** Joseph Green 406-11-1112

17,192. 17,192. 17,192. 17,193.

8,000. 8,000. 8,000. 8,000.

8,000. 8,000. 8,000.

9,192. 18,384. 27,576.

8,000. 0. 0. 0.

1,192. 10,384.

9,192. 17,192. 17,192. 17,193.

1,215.

Required Payment Penalty Installment

Days Amount of Penalty perDate Amount Underpayment RateType * Late Penalty ** Period

TOTAL UNDERPAYMENT PENALTY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

= Overpayment1* ** Days Late Underpayment x x Rate= Withholding2 365 or 366

= Estimate3 = Extension4 = Paid with return5

FDIL1601L 12/20/19

************** DO NOT MAIL --- WORKSHEET COPY ONLY ************** 2019 Underpayment Penalty Worksheet

Joseph Green 406-11-1112

First Qtr 17,192. 4/15/19 17,192.

4/15/19 3 8,000. 9,192. 61 0.060 92.17 6/15/19 3 8,000. 1,192. 15 0.060 2.94

Total 95.11 Rate Change 6/30/19 1,192. 77 0.050 12.57

9/15/19 3 1,192. Total 12.57

Second Qtr 17,192. 6/15/19 17,192. 15 0.060 42.39

Total 42.39 Rate Change 6/30/19 17,192. 77 0.050 181.34

9/15/19 3 6,808. 10,384. 91 0.050 129.44 12/15/19 3 8,000. 2,384. 16 0.050 5.23

Total 316.01 Rate Change 12/31/19 2,384. 106 0.050 34.52

4/15/20 5 2,384. Total 34.52

Third Qtr 17,192. 9/15/19 17,192. 107 0.050 251.99

Total 251.99 Rate Change 12/31/19 17,192. 106 0.050 248.96

4/15/20 5 17,192. Total 248.96

Fourth Qtr 17,193. 1/15/20 17,193. 91 0.050 213.74

4/15/20 5 17,193. Total 213.74

1,215.

Keep for Your Records2020 Estimated Tax Worksheet

1 Adjusted gross income you expect in 2020 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

2 a Deductions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 a

@ If you plan to itemize deductions, enter the estimated total of your itemized deductions. }@ If you don't plan to itemize deductions, enter your standard deduction.

b If you can take the qualified business income deduction, enter the estimated amount of the deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 b

c GAdd lines 2a and 2b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 c

3 Subtract line 2c from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

4 Tax. Figure your tax on the amount on line 3 by using the 2020 Tax Rate Schedules.

Caution: If you will have qualified dividends or a net capital gain, or expect to exclude or deduct foreign earned income or housing, see Worksheets 2-5 and 2-6 in Pub. 505 to figure the tax. . . . . . . . . . . . . . . . 4

5 Alternative minimum tax from Form 6251. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

6 Add lines 4 and 5. Add to this amount any other taxes you expect to include in the total on Form 1040, 6line 12a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7 Credits (see instructions). Do not include any income tax withholding on this line. . . . . . . . . . . . . . . . . . . . . . . . . . 7

88 Subtract line 7 from line 6. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

99 Self-employment tax (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10 Other taxes (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

11 a Add lines 8 through 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a

Earned income credit, additional child tax credit, fuel tax credit, net premium tax credit,b refundable American opportunity credit, and refundable credit from Form 8885. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b

c GTotal 2020 estimated tax. Subtract line 11b from line 11a. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . 11c

12 a Multiply line 11c by 90% (66-2/3% for farmers and fishermen) . . . . . . . . . . . . . . . . . 12a

b Required annual payment based on prior year's tax (see instructions). . . . . . . . . . 12b

c GRequired annual payment to avoid a penalty. Enter the smaller of line 12a or 12b. . . . . . . . . . . . . . . . . . . . . . 12c Caution: Generally, if you do not prepay (through income tax withholding and estimated tax payments) at least the amount on line 12c, you may owe a penalty for not paying enough estimated tax. To avoid a penalty, make sure your estimate on line 11c is as accurate as possible. Even if you pay the required annual payment, you may still owe tax when you file your return. If you prefer, you can pay the amount shown on line 11c. For details, see chapter 2 of Pub. 505. Income tax withheld and estimated to be withheld during 2020 (including income tax withholding on13 pensions, annuities, certain deferred income, etc.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 a Subtract line 13 from line 12c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14a

Is the result zero or less?

Yes. Stop here. You are not required to make estimated tax payments.

No. Go to line 14b.

b Subtract line 13 from line 11c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14b

Is the result less than $1,000?

Yes. Stop here. You are not required to make estimated tax payments.

No. Go to line 15 to figure your required payment.

15 Rounded balance 15

16 Overpayment of estimated tax applied to next tax year 16

17 Total of estimated tax payments to be mailed with vouchers 17

18 If the first payment you are required to make is due April 15, 2020, enter 1/4 of line 14a (minus any 2019 overpayment that you are applying to this installment) here, and on your estimated tax payment voucher(s)

18if you are paying by check or money order

FDIA1906L 02/10/20

2019 2020 Federal Estimated Tax Worksheet Page 1 406-11-1112

Joseph Green

400,114.

30,000.

23,258.

53,258.

346,856.

53,023.

53,023. 20,771. 7,604.

81,398.

81,398. 100/110%

73,258. of 2019 Tax 84,051. elected

84,051.

X 81,398.

84,080.

21,020.

2019 2020 Federal Estimated Tax Worksheets Page 2

Joseph Green 406-11-1112

2020 Estimated Tax Worksheet - Adjusted Gross Income

Income This Year Difference Next Year

Interest 9,500. 0. 9,500. Ordinary dividends 10,000. 0. 10,000. Business income (loss) 147,000. 0. 147,000. Short-term cap. gain (loss) -22,500. 0. -22,500. Long-term capital gain (loss) 266,500. 0. 266,500. Total income 410,500. 0. 410,500.

Additional Capital Gain Information This Year Difference Next Year

Qualified dividends 10,000. 0. 10,000.

Adjustments to income This Year Difference Next Year

Deductible portion of self-employment tax ** 10,208. 178. 10,386. Total adjustments to income 10,208. 178. 10,386.

Estimated adjusted gross income 400,114.

** Recalculated using estimated self-employment earnings

2020 Estimated Tax Itemized Deductions Worksheet

1. Medical and dental expenses 14,000. 2. 7.5% of 2020 AGI 30,009. 3. Allowed medical and dental exp. (line 2 - line 1) 0. 4. Taxes paid (state & local taxes - $10,000 limit) 10,000. 5. Home mortgage interest and points 12,000. 6. Investment interest 0. 7. Total interest paid 12,000. 8. Gifts to charity subject to 60% limitation 8,000. 9. Gifts to charity subject to 50% limitation 0. 10. Gifts to charity subject to 30% limitation 0. 11. Gifts to charity subj. to 30% cap. gain limitation 0. 12. Gifts to charity subj. to 20% cap. gain limitation 0. 13. Allowed contributions 8,000. 14. Casualty and theft losses (nonbusiness property) 0. 15. Other itemized deductions 0. 15. Total itemized deductions

(Add lines 3, 4, 7, 13, 14, and 15) 30,000.

2019 2020 Federal Estimated Tax Worksheets Page 3

Joseph Green 406-11-1112

2020 Estimated Tax Maximum Capital Gains Rate Tax Computation (line numbers are from Schedule D Tax Worksheet)

1. Enter your taxable income for next year 346,856. 2. Enter your qualified dividends for next year 10,000. 3. Form 4952, line 4g amount 0. 4. Form 4952, line 4e amount 244,000. 5. Subtract line 4 from line 3 (not less than zero) 0. 6. Subtract line 5 from line 2 (not less than zero) 10,000. 7. Enter the smaller of line 15 or 16 of Sch D 244,000. 8. Enter the smaller of line 3 or line 4 0. 9. Subtract line 8 from line 7 (not less than zero) 244,000.

10. Add lines 6 and 9 254,000. 11. Add lines 18 and 19 of Sch D 0. 12. Enter the smaller of line 9 or line 11 0. 13. Subtract line 12 from line 10 254,000. 14. Subtract line 13 from line 1 (not less than zero) 92,856. 15. Enter the tax bracket limit 53,600. 16. Enter the smaller of line 1 or line 15 53,600. 17. Enter the smaller of line 14 or line 16 53,600. 18. Subtract line 10 from line 1 (not less than zero) 92,856. 19. Enter the smaller of line 1 or threshold 163,300. 20. Enter the smaller of line 14 or line 19 92,856. 21. Enter the larger of line 18 or line 20 92,856. 22. Subtract line 17 from line 16. This is taxed at 0% 0. 23. Enter the smaller of line 1 or line 13 254,000. 24. Enter the amount from line 22 0. 25. Subtract line 24 from line 23 (not less than zero) 254,000. 26. Enter the high income threshold 469,050. 27. Enter the smaller of line 1 or line 26 346,856. 28. Add lines 21 and 22 92,856. 29. Subtract lines 28 from line 27 (not less than zero) 254,000. 30. Enter the smaller of line 25 or line 29 254,000. 31. Multiply line 30 by 15% (.15) 38,100. 32. Add lines 24 and 30 254,000. 33. Subtract line 32 from line 23 0. 34. Multiply line 33 by 20% (.20) 0. 44. Figure the tax on the amount on line 21 14,923. 45. Add lines 31, 34, 40, 43, and 44 53,023. 46. Figure the tax on the amount on line 1 94,753. 47. Tax (enter the smaller of line 45 or line 46 53,023.

2020 Estimated Tax Worksheet - Alternative Minimum Tax

Alternative Minimum Taxable Income

1. Enter amount from 1040ES Worksheet line 3 (if not itemizing, enter ES worksheet line 1 and go to line 3 below) 346,856.

2. Taxes from Schedule A 10,000. 3. Tax refund 0. 4. Dispositions, small bus. stock, and incentive stock options adj. 0. 5. Other adjustments 0. 6. Alternative minimum taxable income 356,856.

2019 2020 Federal Estimated Tax Worksheets Page 4

Joseph Green 406-11-1112

2020 Estimated Tax Worksheet - Alternative Minimum Tax (continued)

Alternative Minimum Tax

7. Exemption 72,900. 8. Subtract line 7 from line 6 283,956. 9. Tax 45,889.

10. Alternative minimum tax foreign tax credit 0. 11. Tentative minimum tax 45,889. 12. Tax from ES Worksheet 53,023. 13. Alternative minimum tax (line 11 minus line 12) 0.

Tax Computation Using Maximum Capital Gain Rates

14. Alternative minimum taxable income less exemption 283,956. 15. AMT long-term cap. gain, section 1250, and qualified dividends 254,000. 16. Income subject to 26%/28% AMT rates (line 14 minus line 15) 29,956. 17. Tax on 26% rate income (28% and subtract $3958 if high income) 7,789. 18. Capital gain income subject to 0% rate 0. 19. Tax on 0% capital gain income 0. 20. Capital gain income subject to 15% rate 254,000. 21. Tax on 15% capital gain income 38,100. 22. Capital gain income subject to 20% rate 0. 23. Tax on 20% capital gain income 0. 24. Capital gain income subject to 25% rate 0. 25. Tax on 25% capital gain income 0. 26. Add lines 17, 19, 21, 23, and 25 45,889. 27. Multiply line 14 by 26% (28% and subtract $3958 if high income) 75,550. 28. Total Tax (smaller of line 26 or line 27) 45,889.

2019 2020 Federal Estimated Tax Worksheets Page 5

Joseph Green 406-11-1112

2020 Estimated Tax Worksheet - Tax and Earnings from Self Employment

Taxpayer

1. Farm 0. 2. Schedule C 147,000. 3. Schedule E, page 2 (from Sch. K-1) 0. 4. Religious order 0. 5. Other Income (Schedule 1, line 8) 0. 6. Section 1256 contracts 0. 7. Minister wages 0. 8. Minister housing allowance 0. 9. Minister parsonage - utilities 0.

10. Employee business expenses (2106) 0. 11. Net profit from self employment adjustment 0. 12. Total net profit from self employment 147,000.

13. Net earnings from self employment (multiply line 12 by 0.9235, not including SE inc. if under $434 and church employee income if under $108) 135,755.

14. Multiply line 13 by 0.029 3,937.

15. Maximum income subj. to social security tax 137,700. 16. Expected wages subj. to social security tax 0. 17. Remaining maximum income possibly subject

to SE tax (line 15 less line 16) 137,700. 18. Lesser of line 17 or 13 135,755. 19. Multiply line 18 by 0.124 16,834. 20. Add lines 14 and 19 20,771. 21. Multiply line 20 by 0.50 10,386.

2020 Estimated Tax - Other Taxes Worksheet

Net Investment Income Tax 1. Interest 9,500. 2. Dividends 10,000. 3. Annuities from nonqualified plans 0.

4a. Rents, royalties, K-1s 0. 4b. Rents, royalties, K-1s not subject to NIIT 0. 4c. Rents, royalties, K-1s subject to NIIT 0. 5a. Net gain (loss) from dispositions 244,000. 5b. Net gain (loss) from dispositions not subj. to NIIT 0. 5c. Adjustment from disposition of pass-through 0. 5d. Net disposition gain (loss) subject to NIIT 244,000. 6. Adjustment for certain CFCs and PFICs 0. 7. Other modifications to investment income 0. 8. Total investment income 263,500. 9. Total deductions and modifications 0.

10. Net investment income 263,500. 11. Modified adjusted gross income 400,114. 12. Threshold for filing status 200,000. 13. MAGI in excess of threshold 200,114. 14. Lesser of MAGI over excess or net investment income 200,114. 15. Net investment income tax (3.8% rate) 7,604.

Other Taxes Net investment income tax 7,604.

Total $ 7,604.

I IDetach Here and Mail With Your Payment

Department of the Treasury Calendar Year ' 2020 Form 1040-ES Payment Voucher 1Internal Revenue Service Due 4/15/2020 File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax voucher with your check or money order payable to the 'United States Treasury.' Write your

you are paying by checksocial security number and '2020 Form 1040-ES' on your check or money order. Do not send Gcash. Enclose, but do not staple or attach, your payment with this voucher. or money order. . . . . . . . . .

1030FDIA1901L 09/03/19

Mail to: Internal Revenue Service P.O. Box 802502 Cincinnati, OH 45280-2502

21,020.

406-11-1112 JOSEPH GREEN

3520 BASE LANE TUSCON, AZ 85701 INTERNAL REVENUE SERVICE

PO BOX 802502 CINCINNATI OH 45280-2502

406111112 DV GREE 30 0 202012 430

I IDetach Here and Mail With Your Payment

Department of the Treasury Calendar Year ' 2020 Form 1040-ES Payment Voucher 2Internal Revenue Service Due 6/15/2020 File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax voucher with your check or money order payable to the 'United States Treasury.' Write your

1030FDIA1902L 09/03/19

Mail to: Internal Revenue Service P.O. Box 802502 Cincinnati, OH 45280-2502

21,020.

406-11-1112 JOSEPH GREEN

3520 BASE LANE TUSCON, AZ 85701 INTERNAL REVENUE SERVICE

PO BOX 802502 CINCINNATI OH 45280-2502

406111112 DV GREE 30 0 202012 430

I IDetach Here and Mail With Your Payment

Department of the Treasury Calendar Year ' 2020 Form 1040-ES Payment Voucher 3Internal Revenue Service Due 9/15/2020 File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax voucher with your check or money order payable to the 'United States Treasury.' Write your

1030FDIA1904L 09/03/19

Mail to: Internal Revenue Service P.O. Box 802502 Cincinnati, OH 45280-2502

21,020.

406-11-1112 JOSEPH GREEN

3520 BASE LANE TUSCON, AZ 85701 INTERNAL REVENUE SERVICE

PO BOX 802502 CINCINNATI OH 45280-2502

406111112 DV GREE 30 0 202012 430

I IDetach Here and Mail With Your Payment

Department of the Treasury Calendar Year ' 2020 Form 1040-ES Payment Voucher 4Internal Revenue Service Due 1/15/2021 File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated taxvoucher with your check or money order payable to the 'United States Treasury.' Write your

you are paying by checksocial security number and '2020 Form 1040-ES' on your check or money order. Do not send cash. Enclose, but do not staple or attach, your payment with this voucher. Gor money order. . . . . . . . . .

1030FDIA1905L 09/03/19

Mail to: Internal Revenue Service P.O. Box 802502 Cincinnati, OH 45280-2502

21,020.

406-11-1112 JOSEPH GREEN

3520 BASE LANE TUSCON, AZ 85701 INTERNAL REVENUE SERVICE

PO BOX 802502 CINCINNATI OH 45280-2502

406111112 DV GREE 30 0 202012 430

Arizona Form

2019E-file Signature AuthorizationAZ-8879 Do not mail this form to the Arizona Department of Revenue. The ERO must retain this document a minimum of four years.

Your First Name and Initial Last Name Your Social Security Number*

Enter your

Last Name Spouse's Social Security No.*Your Spouse's First Name and Initial (if filed joint) SSN(s).

*Do Not TruncatePART 1 ' PURPOSE ? To certify the truthfulness, correctness, and completeness of the taxpayer's electronic income tax return.

? To authorize the Electronic Return Originator (ERO) to affirm that the taxpayer wishes to use the taxpayer's electronic signature to the taxpayer's federal individual income tax return as the taxpayer's signature to the taxpayer's electronic Arizona individual income tax return.

PART 2 ' TAX RETURN INFORMATION PART 3 ' FINANCIAL INSTITUTION INFORMATION Arizona Adjusted1

Must be present when requesting direct debit or deposit. Gross Income. . . . . . . 1

Foreign Account Deposit/Debit: See instructions below. Balance Of Tax. . . . . 2 2

TYPE OF ACCOUNT ROUTING NUMBERArizona Income3 Tax Withheld . . . . . . . 3 Checking Savings

Check box 4 or box 5: ACCOUNT NUMBER

4 4REFUND: Enter the amount of refund. . DIRECT DEBIT REQUEST DATE DIRECT DEBIT PAYMENT AMOUNT5 AMOUNT YOU OWE: Enter the

amount owed . . . . . . . . . . . . . . . . . . . . . . . 5 $ Box 4 Checkbox ' Refund: You are due a refund based on the Foreign Account Deposit/Debit Checkbox: Check the 'Foreign information provided on your tax return. Your refund amount will be Account Deposit/Debit' box if your deposit will be ultimately placed deposited in the account listed in the Financial Institution Information in or come from a foreign account. If you check this box, do not enter Section (Part 3). your account numbers. If this box is checked, we will not direct

deposit or debit your account. If you are due a refund, we will sendBox 5 Checkbox ' Amount You Owe: You owe taxes based on the you a check instead. If you owe tax, you must mail a check to theinformation provided on your tax return. You have elected to direct Arizona Department of Revenue, PO Box 29085, Phoenix, AZ,debit for payment. The payment will be withdrawn from the account 85038-9085.and on the date listed in the Financial Institution Information

Section (Part 3).

PART 4 ' DECLARATION AND SIGNATURE AUTHORIZATION (Sign only after completing Part 2) Under penalties of perjury, I declare that I have examined a copy of

I consent to my Electronic Return Originator (ERO) or On-Line my electronic Arizona individual income tax return and accompanying

Service Provider (OLSP) sending my electronic Arizona individual schedules and statements for the year ending December 31, 2019,

income tax return and accompanying schedules and statements to and to the best of my knowledge and belief, it is true, correct, and

ADOR, and I consent to my ERO or OLSP sending such information complete. I further declare that the amounts of Arizona adjusted

to ADOR through a transmitter. I consent to ADOR sending my ERO, gross income, total tax, Arizona income tax withheld, and refund (or

OLSP and/or transmitter an acknowledgement of receipt of amount owed) listed above are the amounts shown on the copy of my

transmission and an indication of whether or not the transmission of electronic Arizona income tax return.

my return is accepted and, if the return is rejected, the reason(s) for the rejection. If the processing of my return or refund is delayed, II consent that my refund be directly deposited as

6 a authorize ADOR to disclose to my ERO, OLSP and/or transmitter thedesignated in the electronic portion of my 2019 reason(s) for the delay, or when the refund was sent. If ADORArizona individual income tax return. If I have filed contacts my ERO for a copy of my return, any documents ora joint return, this is an irrevocable appointment schedules to my return, and/or this authorization form, I authorize myof the other spouse as an agent to receive the refund. ERO to release copies of the requested documents to ADOR.

I do not want direct deposit of my refund or I am not 6 b

receiving a refund.

I authorize the Arizona Department of Revenue (ADOR) 6 c

and its designated Financial Agent to initiate an ACH I authorizeelectronic funds withdrawal (direct debit) entry to the

financial institution account indicated in the tax (ELECTRONIC RETURN ORIGINATOR) preparation software for payment of my Arizona taxes owed on this return. I also authorize the financial institutions involved in the processing of the electronic

to make the election that I want my electronic signature to mypayment of taxes to receive confidential information electronic federal individual income tax return to serve as mynecessary to answer inquiries and resolve issues signature to my electronic Arizona individual income tax returnrelated to the payment. for the year ending December 31, 2019. I understand that when my

If I have filed a balance due return, I understand that if the ADOR ERO makes the election that my electronic signature to my federal does not receive full and timely payment of my tax liability by April individual income tax return will serve as my signature to my Arizona 15, 2020, I will remain liable for the tax liability and all applicable individual income tax return, I will have signed my Arizona individual interest and penalties. When electronically filing my federal and income tax return and declared under penalties of perjury that to the state tax returns, I understand that if there is an error on my federal best of my knowledge and belief the return is true, correct and return, state return will also be rejected. complete.

P L E A G S

YOUR PEN AND INK SIGNATURE DATEE

S I G N G H SPOUSE'S PEN AND INK SIGNATURE DATE E R E

1032 AZIA2501L 10/30/19ADOR 10549 (19)

Joseph Green 406-11-1112

156,292. 3,406.

X 463.

April Ready - Saint Leo Unive

FOR CALENDAR YEARArizona Form Resident Personal Income Tax Return 2019140

Check box 82F 82F 66FOR FISCAL YEAR BEGINNING .AND ENDINGif filing under extension

Your First Name and Middle Initial Last Name Your Social Security Number Enter

1 your

Spouse's Social Security No.Last NameSpouse's First Name and Middle Initial (if box 4 or 6 checked) SSN(s).

Apt. No.Current Home Address ' number and street, rural route Daytime Phone (with area code)

2 94

Last Names Used in Last Four Prior Year(s) (if different)City, Town or Post Office State ZIP Code

3 97

REVENUE USE ONLY. DO NOT MARK IN THIS AREA.4 Married filing joint return 4a Injured Spouse Protection of Joint Overpayment 88

5 Head of household: Enter name of qualifying child or dependent on next line:

6 Married filing separate return: Enter spouse's name and Social Security Number above.

7 Single B Enter the number claimed. Do not put a check mark.

8 Age 65 or over (you and/or spouse) If completing lines 8, 9, and 11a, also complete lines 38, 39, and 41. For lines 10a and 10b, also complete line 49.

PM RCVD9 Blind (you and/or spouse) 8181

10a 10bDependents: under age of 17. Dependents: Age 17 and over.

11a Qualifying parents and grandparents

(Box 10a and 10b): Dependent Information. See instructions. For more space, check the box and complete page 4, Part 1.

(a) (b) (c) (d) (e) (f) NO. OF MONTHS b Dependent Age b if you did not claimSOCIAL SECURITY NO.FIRST AND LAST NAME RELATIONSHIP LIVED IN YOUR included in: this person on your(Do not list yourself or spouse) HOME IN 2019 federal return due to1 2

(Box 10a) (Box 10b) educational credits

10c

10d

10e

(Box 11a): Qualifying parents and grandparents. See instructions. For more space, check the box and complete page 4, Part 2.

(a) (b) (c) (d) (e) (f) NO. OF MONTHS b IF DIEDFIRST AND LAST NAME SOCIAL SECURITY NO. RELATIONSHIP b IF AGE 65 LIVED IN YOUR

IN 2019(Do not list yourself or spouse) OR OVERHOME IN 2019

11b

11c

12 Federal adjusted gross income (from your federal return). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

13 Non-Arizona municipal interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 Partnership Income adjustment: See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

15 Total federal depreciation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

16 Net capital (loss) derived from the exchange of legal tender: See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

17 17Other Additions to Income: Complete Adjustments to Arizona Gross Income schedule on page 5.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 Subtotal: Add lines 12 through 17 and enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

19 Total net capital gain or (loss): See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

20 Total net short-term capital gain or (loss): See instructions . . . . . . . . . . . . . . . . . . . . . . . . 20

21 21Total net long-term capital gain or (loss): See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

22 22Net long-term capital gain from assets acquired after December 31, 2011. See instructions . . . . . . . . . . . . .

23 Multiply line 22 by 25% (.25) and enter the result. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

24 Net capital gain derived from investment in qualified small business. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 This box may be blank or may contain a printed barcode of data from your return. 25 25Net capital gain exchange of legal tender. . . . . .

26 Recalculated Arizona depreciation. . . . 26

27 Partnership Income adjustment . . . . . . 27

28 28Interest on U.S. obligations. . . . . . . . . . . . . . . .

Exclusion for fed., AZ state or local gov. pensions29a 29a

Pensions-Uniformed Services retired/retainer pay29b 29b

30 30U.S. Social Security or Railroad Retirement Act .

31 31Certain wages of American Indians. . . . . . . . . .

32 32Pay received for being an active service member

33 Net operating loss adjustment . . . . . . . 33

34 34Contributions to 529 College Savings Plans . . . .

35 35Subtract lines 23 through 34 from line 18 . . . . . ADOR 10413 (19)1032 AZIA0112L 10/15/19AZ Form 140 (2019) Page 1 of 5

406-11-1112

400,292.

GreenJoseph

Gilber Green

Tuscon, AZ 85701

3520 Base Lane

400,292.

7,500. 30,000.

266,500. -22,500. 244,000.

236,500.

156,292.

Gilber Green 405-45-6788 Child 12 X

See Statement 1

Your Name (as shown on page 1) Your Social Security Number

36 36Other Subtractions from Income. Complete Adjustments to Arizona Gross Income schedule on page 5. . . . . . . . . . . . . . . . . . . . . . . . . . .

37 Subtract line 36 from line 35 and enter the difference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

38 Age 65 or over: Multiply the number in box 8 by $2,100. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

39 Blind: Multiply the number in box 9 by $1,500. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

40 Other Exemptions. See instructions . . . 40E Multiply the number in box 40E by $2,300 . . . . . . . . . . . . . . 40

41 Qualifying parents and grandparents: Multiply the number in box 11a by $10,000. . . . . . . . . . . . . . . . . . . . . . . . . 41

42 Arizona adjusted gross income: Subtract lines 38 through 41 from line 37 and enter the difference . . . . . . . 42

ITEMIZED STANDARD43 Deductions: Check box and enter amount. See instructions . . . . . . . . . . . . 43I 43S 43

If you checked box 4444 43S and claim charitable deductions, Check 44C Complete page 3. See instructions .

45 Arizona taxable income: Subtract lines 43 and 44 from line 42. If less than zero, enter "0". . . . . . . . . . . . . . . . 45

4646 Compute the tax using amount on line 45 and Tax Table X, Y or Optional Tax Tables. . . . . . . . . . . . . . . . . . . . .

47 Tax from recapture of credits from Arizona Form 301, Part 2, line 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

4848 Subtotal of tax: Add lines 46 and 47 and enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

49 Dependent Tax Credit. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

50 Family income tax credit (from the worksheet - see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

5151 Nonrefundable Credits from Arizona Form 301, Part 2, line 67. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

52 52Balance of tax: Subtract lines 49, 50 and 51 from line 48. If the sum of lines 49, 50 and 51 is greater than line 48, enter "0" . . . . . . . . .

5353 2019 AZ income tax withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Claim of Right Add 54a and 54b54 2019 AZ estimated tax payments. . . 54a 54b 54c

5555 2019 AZ extension payment (Form 204) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

56 Increased Excise Tax Credit (from the worksheet - see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

5757 Property Tax Credit from Arizona Form 140PTC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

58 Other refundable credits: Check the box(es) and enter the total amount. . . . . . . . . . . . 581 582 58308-I 349

59 Total payments and refundable credits: Add lines 53 through 58 and enter the total. . . . . . . . . . . . . . . . . . . . . . 59

60 60TAX DUE: If line 52 is larger than line 59, subtract line 59 from line 52 and enter amount of tax due. Skip lines 61, 62 and 63. . . . . . . .

6161 OVERPAYMENT: If line 59 is larger than line 52, subtract line 52 from line 59 and enter amount of overpayment . . . . . . . . . . . . . . . . .

62 Amount of line 61 to be applied to 2020 estimated tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Balance of overpayment: Subtract line 62 from line 61 and enter the difference . . . . . . . . . . . . . . . . . . . . . . . . . . 6363

64 - 74 Voluntary Gifts to: Solutions Teams Assigned to Schools . 64 65Arizona Wildlife . . . .

68Political Gift. . . . . . . 66 67Child Abuse Prevention . . . . . Domestic Violence Shelter. . .

69 70 Veterans' Donations Fund. . 71Special Olympics. . . . . . . . . Neighbors Helping Neighbors Sustainable State Parks

72I Didn't Pay Enough Fund. . . . Spay/Neuter of Animals . . and Road Fund. . . . . . . . . . . . . . 73 74

75 751 752 753 754Political Party (if amount is entered on line 68 - check only one ): Democratic Green Party Libertarian Republican

76 Estimated payment penalty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

77 77 1 77 2 77 3Annualized/Other Farmer or Fisherman Form 221 included

78 Add lines 64 through 74 and 76; enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

79 REFUND: Subtract line 78 from line 63. If less than zero, enter amount owed on line 80. . . . . . . . . . . . . . . . . . . 79

79ADirect Deposit of Refund: Check box 79A if your deposit will be ultimately placed in a foreign account; see instructions. ROUTING NUMBER ACCOUNT NUMBERC Checking or

98 S Savings

AMOUNT OWED: Add lines 60 and 78. Make check payable to Arizona Department of Revenue;80 80write your SSN on payment; and include with your return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Under penalties of perjury, I declare that I have read this return and any documents with it, and to the best of my knowledge and belief, they are true, correct and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

D YOUR SIGNATURE DATE OCCUPATION

D SPOUSE'S SIGNATURE DATE SPOUSE'S OCCUPATION

PAID PREPARER'S SIGNATURE DATE FIRM'S NAME (PREPARER'S IF SELF-EMPLOYED)

PAID PREPARER'S STREET ADDRESS PAID PREPARER'S TIN

STATE ZIP CODE PAID PREPARER'S PHONE NUMBERPAID PREPARER'S CITY

If you are also sending a payment, mail to Arizona Department of Revenue, PO Box 52016, Phoenix, AZ 85072-2016 (PO Box 29204, Phoenix, AZ 85038-9204 if your return has a barcode).

If you are not sending a payment, mail to Arizona Department of Revenue, PO Box 52138, Phoenix, AZ 85072-2138 (PO Box 29205, Phoenix, AZ 85038-9205 if your return has a barcode).

1032 ADOR 10413 (19) AZIA0112L 10/15/19 Page 2 of 5AZ Form 140 (2019)

Joseph Green 406-11-1112

2647 Tarragona Way

Wesley Chapel, FL 33543

Aprl Ready

813 494-8657

57.

156,292.

44,000.

112,292. 3,406.

3,406.

3,000.

3,000. 406.

57.

3,406.

463.

3,000.

156,292.

April Ready - Saint Leo University

Arizona Form Underpayment of Estimated Tax by Individuals 2019 Include with your return.221

Social Security NumberName (first, middle initial, last) If joint return, also give spouse's name and middle initial

Part A Calculation of Underpayment I am claiming an exception from the imposition of the estimated payment penalty because I qualified for federal1

1relief under IRC § 6654. Check box and see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amount of tax for 2019 from Form 140, Form 140PY, or Form 140NR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2

Tax credits claimed on your 2019 Arizona return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3

Subtract line 3 from line 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 4

Arizona tax withheld during 2019. Do not include any estimated tax payments or extension payments on this line . . . . . . . . . . . . . . . . . . . . 5 5

Subtract line 5 from line 4. If less than $1,000, stop here. You do not owe the penalty. Do not file Form 221. 6 6

Multiply line 4 by 90% (.90). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 7

8 Enter the immediately preceding year's tax liability after tax credits. See instructions. . . . . . . . . . . . . . . . . . . . . . . 8

9 Required Annual Payment: Enter the lesser of line 7 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

(a) (b) (c) (d) Apr-15-2019 Jun-15-2019 Sep-15-2019 Jan-15-202010 10Payment date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Divide the amount on line 9 by the number of payments required11 for the year (usually four). Enter the result in appropriate columns.

Check this box if you use any other installment method. If you annualize, complete the worksheet on page 2 of this form and enter the amount from line 23 of that

11worksheet in each column of line 11 . . . . . . . . . . . . . . . . . . . . . .

1212 Estimated tax paid and income tax withheld. See instructions. .

You must complete lines 13 through 15 of one column before going to line 13 of the next column.

13 Overpayment: See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 Add lines 12 and 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

15 Underpayment: Subtract line 14 from line 11; or Overpayment: Subtract line 11 from line 14. . . . . . . . . . . . . . . . . . . 15

Part B Underpayment of Estimated Tax Penalty 16 Rate Period One: 6% (Apr-15-19 through Jun-30-19)

16 Apr-15-19 Jun-15-19Computation starting date for this period . . . . . . . . . . . . . . . . . . . . .

Number of days after the date on line 16 through the date the amount on17 17 Days: Days:line 15 was paid or June 30, 2019 whichever is earlier. . . . . . . . . . . . . . . . . . . .

Number of days on line 17 Underpayment on line 15 x x 6%18

365 18. . . . . .

19 Rate Period Two: 5% (Jul-1-19 through Sep-30-19) 19 Jun-30-19 Jun-30-19 Sep-15-19Computation starting date for this period . . . . . . . . . . . . . . . . . . . . .

Number of days after the date on line 19 through the date the amount on20 20 Days: Days: Days:line 15 was paid or September 30, 2019 whichever is earlier. . . . . . . . . . . . . . . .

Number of days on line 20 x 5%Underpayment on line 15 x21

365 21. . . . . .

Rate Period Three: 5% (Oct-1-19 through Dec-31-19)22

22 Sep-30-19 Sep-30-19 Sep-30-19Computation starting date for this period . . . . . . . . . . . . . . . . . . . . .

Number of days after the date on line 22 through the date the amount on23 23 Days: Days: Days:line 15 was paid or December 31, 2019 whichever is earlier. . . . . . . . . . . . . . . .

Number of days on line 23 Underpayment on line 15 x x 5%24 24. . . . . . 365

25 Rate Period Four: 5% (Jan-1-20 through Apr-15-20)

25 Dec-31-19 Dec-31-19 Dec-31-19 Jan-15-20Computation starting date for this period . . . . . . . . . . . . . . . . . . . . .

Number of days after the date on line 25 through the date the amount on26 26 Days: Days: Days: Days:line 15 was paid or April 15, 2020 whichever is earlier. . . . . . . . . . . . . . . . . . . .

Underpayment on line 15 plus any penalty Number of days on line 26 27 from Rate Period 1, 2, and 3 if the x 5%x

366underpayment is unpaid as of Jan-1-20 27

28 Penalty: Column (a) ' Add lines 18, 21, 24, 27. Enter total on line 28 of col. (a). Column (b) ' Add lines 18, 21, 24, 27. Enter total on line 28 of col. (b). Column (c) ' Add lines 21, 24, 27. Enter total on line 28 of col. (c).

28Column (d) ' Enter the amount from column (d), line 27. . . . . . . . . . . . . . . . .

29 Penalty Limitation. In columns (a) through (d), list the smaller of line 15 x 10% or the amount from line 28. . . . . . . . . . . . . . . . . . . . . 29

30 Total Penalty - Add line 29, (a) through (d). . . . . . . . . . . . Subtract 30b from 30a . . . . . . . Waiver request30a 30b 30c

AZIA0912L 01/08/20ADOR 10642 (19)1032

Joseph Green 406-11-1112

3,406.

3,406. 3,065.

3,065.

766. 767. 766. 766. 3,000.

3,000. 766. 767. 766. 65.

See Worksheet

9.57 1.64

See Worksheet

9.65 9.67 1.47

See Worksheet

7.97 7.99 7.97

See Worksheet

0.81

27.19 19.30 9.44 0.81

57. 0. 57.

Required Payment Penalty Installment

Days Amount of Penalty perDate Amount Underpayment RateType * Late Penalty ** Period

TOTAL UNDERPAYMENT PENALTY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

= Overpayment1* ** Days Late Underpayment x x Rate= Withholding2 365 or 366

= Estimate3 = Extension4 = Paid with return5

FDIL1601L 12/20/19

2019 Underpayment Penalty Worksheet

Joseph Green 406-11-1112

First Qtr 766. 4/15/19 766. 76 0.060 9.57

Total 9.57 Rate Change 6/30/19 766. 92 0.050 9.65

Total 9.65 Rate Change 9/30/19 766. 76 0.050 7.97

12/15/19 3 766. Total 7.97

Second Qtr 767. 6/17/19 767. 13 0.060 1.64

Total 1.64 Rate Change 6/30/19 767. 92 0.050 9.67

Total 9.67 Rate Change 9/30/19 767. 76 0.050 7.99

12/15/19 3 767. Total 7.99

Third Qtr 766. 9/16/19 766. 14 0.050 1.47

Total 1.47 Rate Change 9/30/19 766. 76 0.050 7.97

12/15/19 3 766. Total 7.97

Fourth Qtr 766. 12/15/19 3 701. 65. 91 0.050 0.81

4/15/20 5 65. Total 0.81