Professional Documents
Culture Documents
2019 Joint Personal
2019 Joint Personal
Filing Status Single X Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
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. |
" "
Your first name and middle initial Last name Your social security number
LANCE R. SLOAN *** ** 6293
" "
If joint return, spouse's first name and middle initial Last name Spouse's social security number
NITA L. SLOAN *** ** 9912
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
9524 CAMELBACK RD C130-291 Check here if you, or your spouse if filing
jointly, want $3 to go to this fund. Checking
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). a box below will not change your
GLENDALE, AZ 85305 tax or refund.
You Spouse
Foreign country name Foreign province/state/county Foreign postal code If more than four dependents,
see instructions and u here |
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
Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind
Dependents (see instructions): (2) Social security number (3) Relationship to you (4) u if qualifies for (see instructions):
Child tax credit Credit for other dependents
(1) First name Last name
913921 12-19-19
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09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Form 1040 (2019) LANCE R. & NITA L. SLOAN ***-**-6293 Page 2
12 a Tax
(see inst.) Check if
1
any from Form(s): 2 8814 3 4972 12a 19,408.
b Add Schedule 2, line 3, and line 12a and enter the total | 12b 19,408.
13 a Child tax credit or credit for other dependents ~~~~~~~~ 13a
b Add Schedule 3, line 7, and line 13a and enter the total ~~~~~~~~~~~~~~~~~ | 13b
14 Subtract line 13b from line 12b. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~ 14 19,408.
15 Other taxes, including self-employment tax, from Schedule 2, line 10 ~~~~~~~~~~~~~ 15
16 Add lines 14 and 15. This is your total tax ~~~~~~~~~~~~~~~~~~~~~~~~ | 16 19,408.
17 Federal income tax withheld from Forms W-2 and 1099 ~~~~~~~~~~~~~~~~~~~ 17 15,000.
If you have a
18 Other payments and refundable credits:
¥
qualifying child, a Earned income credit (EIC) ~~~~~~~~~~~~~~~~~ 18a
attach Sch. EIC.
If you have
b Additional child tax credit. Attach Schedule 8812 ~~~~~~ 18b
¥
nontaxable c American opportunity credit from Form 8863, line 8 ~~~~~ 18c
combat pay, see
instructions d Schedule 3, line 14 ~~~~~~~~~~~~~~~~~~~~~ 18d
e Add lines 18a through 18d. These are your total other payments and refundable credits ~ | 18e
19 Add lines 17 and 18e. These are your total payments | 19 15,000.
Refund 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid 20
21 a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here | 21a
Direct deposit?
See instructions. |b Routing number | c Type: Checking Savings
|d Account number
22 Amount of line 20 you want applied to your 2020 estimated tax | 22
Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions
| 23 4,492.
You Owe 24 Estimated tax penalty (see instructions) | 24 84.
Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions Yes. Complete below.
Designee Designee's Phone Personal identification No
(Other than
paid preparer) name | no. | number (PIN) |
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, they are true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Sign Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
Here (see inst.)
OPERATIONS MANAGER
=
Spouse's signature. If a joint return, both must sign. Date Spouse's occupation If the IRS sent your spouse
Joint return?
See instructions. an Identity Protection PIN,
Keep a copy for enter it here
your records. REAL ESTATE APPRAISER (see inst.)
913922 12-02-19
11
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
(Form 1040 or 1040-SR)
" "
18a Alimony paid 18a
b Recipient's SSN ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
c Date of original divorce or separation agreement (see instructions) |
19 IRA deduction ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 19
20 STATEMENT 5
Student loan interest deduction ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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
LHA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040 or 1040-SR) 2019
913923 12-23-19
12
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
SCHEDULE 2 OMB No. 1545-0074
Additional Taxes
201902
(Form 1040 or 1040-SR)
Department of the Treasury | Attach to Form 1040 or 1040-SR.
Attachment
Internal Revenue Service | Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No.
913924 12-02-19
13
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Underpayment of Estimated Tax by
2210
OMB No.1545-0074
Form
Individuals, Estates, and Trusts
Department of the Treasury
| Go to www.irs.gov/Form2210 for instructions and the latest information. 2019
Attachment
Internal Revenue Service | Attach to Form 1040, 1040-SR, 1040-NR, 1040-NR-EZ, or 1041. Sequence No. 06
Name(s) shown on tax return Identifying number
No
L
Complete lines 8 and 9 below. Is line 6 equal to or more than Yes You don't owe a penalty. Don't file Form 2210
| (but if box E in Part II applies, you must file page 1 of
line 9?
Form 2210).
No
L
Yes You must file Form 2210. Does box B, C, or D in Part II apply?
You may owe a penalty. Does any box in Part II below apply? |
No Yes
No | You must figure your penalty.
L L
Don't file Form 2210. You aren't required to figure your You aren't required to figure your penalty because the IRS will
penalty because the IRS will figure it and send you a bill for any figure it and send you a bill for any unpaid amount. If you want to
unpaid amount. If you want to figure it, you may use Part III or figure it, you may use Part III or Part IV as a worksheet and enter
Part IV as a worksheet and enter your penalty amount on your tax your penalty amount on your tax return, but file only page 1 of
return, but don't file Form 2210. Form 2210.
912501 02-19-20
14
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
LANCE R. & NITA L. SLOAN
Form 2210 (2019) ***-**-6293 Page 2
Part III Short Method
Can You Use the You can use the short method if:
Short Method? ¥ You made no estimated tax payments (or your only payments were withheld federal income tax), or
¥ You paid the same amount of estimated tax on each of the four payment due dates.
Must You Use the You must use the regular method (Part IV) instead of the short method if:
Regular Method? ¥ You made any estimated tax payments late,
¥ You checked box C or D in Part II, or
¥ You are filing Form 1040-NR or 1040-NR-EZ and you didn't receive wages
as an employee subject to U.S. income tax withholding.
Note: If any payment was made earlier than the due date, you can use the short method, but using it may cause you to pay a larger penalty than
the regular method. If the payment was only a few days early, the difference is likely to be small.
11 Enter the amount, if any, from Form 2210, line 6 ~~~~~~~~~~~~~~~~~~~~ 11 15,000.
12 Enter the total amount, if any, of estimated tax payments you made ~~~~~~~~~~~~ 12
912502 02-19-20
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09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
SCHEDULE B OMB No. 1545-0074
Interest and Ordinary Dividends
(Form 1040 or 1040-SR)
Note: If you
received a Form
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 2 Add the amounts on line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 21.
form.
3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
Attach Form 8815 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3
4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR, line 2b | 4 21.
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer |
Ordinary
Dividends
5
Note: If you
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 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR, line 3b | 6
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 account (such
Accounts as a bank account, securities account, or brokerage account) located in a foreign country? See instructions ~~~ X
and Trusts If "Yes," are you required to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR),
Caution: If to report that financial interest or signature authority? See FinCEN Form 114 and its instructions for filing
required, failure requirements and exceptions to those requirements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 account
result in
substantial is located ~~~~~~~~~~~~~~ |
penalties. See 8 During 2019, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust?
instructions.
927501 11-19-19 If "Yes," you may have to file Form 3520. See instructions X
LHA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040 or 1040-SR) 2019
16
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
SCHEDULE D Capital Gains and Losses OMB No. 1545-0074
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)
See instructions for how to figure the amounts to (g) (h) Gain or (loss)
enter on the lines below. (d) (e) Adjustments Subtract column (e)
Proceeds Cost to gain or loss from from column (d) and
This form may be easier to complete if you round off (sales price) (or other basis) Form(s) 8949, Part I, combine the result
cents to whole dollars. line 2, column (g) with column (g)
1a Totals for all short-term transactions reported 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
Part II Long-Term Capital Gains and Losses - Generally Assets Held More Than One Year (see instructions)
See instructions for how to figure the amounts to (g) (h) Gain or (loss)
enter on the lines below. (d) (e) Adjustments Subtract column (e)
Proceeds Cost to gain or loss from from column (d) and
This form may be easier to complete if you round off (sales price) (or other basis) Form(s) 8949, Part II, combine the result
cents to whole dollars. line 2, column (g) with column (g)
8a Totals for all long-term transactions reported 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
920511 11-14-19
18
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Schedule D (Form 1040 or 1040-SR) 2019 LANCE R. & NITA L. SLOAN ***-**-6293 Page 2
Part III Summary
¥ 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.
18 If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the
amount, if any, from line 7 of that worksheet ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J 18
19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see
instructions), enter the amount, if any, from line 18 of that worksheet ~~~~~~~~~~~~~~~~ J 19
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,
p
the smaller of:
m
o
¥ The loss on line 16; or SEE STATEMENT 6
~~~~~~~~~~~~~~~~~~~~~~~~ 21 ( 3,000.)
¥ ($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).
920512 11-14-19
19
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Schedule E (Form 1040 or 1040-SR) 2019 Attachment Sequence No.13 Page 2
Name(s) shown on return. Do not enter name and social security number if shown on page 1.
Your social security number
A
B
Passive Income and Loss Nonpassive Income and Loss
(c) Passive deduction or loss allowed (d) Passive income (e) Deduction or loss (f) Other income from
(attach Form 8582 if required) from Schedule K-1 from Schedule K-1 Schedule K-1
A
B
34a Totals ~~~~~~~
b Totals ~~~~~~~
35 Add columns (d) and (f) of line 34a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 35
36 Add columns (c) and (e) of line 34b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 36 ( )
37 Total estate and trust income or (loss). Combine lines 35 and 36 37
Part IV Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder
(b) Employer (c) Excess inclusion (d) Taxable income (e) Income from
38 (a) Name from Schedules Q, line (net loss) from
identification number 2c (see instructions) Schedules Q, line 3b
Schedules Q, line 1b
39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below 39
Part V Summary
9
40 Net farm rental income or (loss) from Form 4835. Also, complete line 42 below ~~~~~~~~~~~~~~~~~ 40
41 Total income or (loss). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Schedule 1 (Form 1040 or 1040-SR), line 5, or Form 1040-NR, line 18 41 129,057.
42 Reconciliation of farming and fishing income. Enter your gross farming and fishing income
reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 14, code B; Schedule K-1
(Form 1120-S), box 17, code AC; and Schedule K-1 (Form 1041), box 14, code F (see instructions) 42
43 Reconciliation for real estate professionals. If you were a real estate
professional (see instructions), enter the net income or (loss) you reported anywhere
on Form 1040, Form 1040-SR, or Form 1040-NR from all rental real estate activities
in which you materially participated under the passive activity loss rules 43
921501 10-09-19 20 Schedule E (Form 1040 or 1040-SR) 2019
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
6251 Alternative Minimum Tax - Individuals OMB No. 1545-0074
Form
Department of the Treasury | Go to www.irs.gov/Form6251 for instructions and the latest information. 2019
Attachment
Internal Revenue Service (99)
| Attach to Form 1040, 1040-SR, or 1040-NR. Sequence No. 32
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
1 Enter the amount from Form 1040 or 1040-SR, line 11b, if more than zero. If Form 1040 or 1040-SR, line
11b, is zero, subtract lines 9 and 10 of Form 1040 or 1040-SR from line 8b of Form 1040 or 1040-SR and
enter the result here. (If less than zero, enter as a negative amount.) ~~~~~~~~~~~~~~~~~~~~~ 1 125,867.
2 a If filing Schedule A (Form 1040 or 1040-SR), enter the taxes from Schedule A, line 7; otherwise, enter the
amount from Form 1040 or 1040-SR, line 9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2a 24,400.
b Tax refund from Schedule 1 (Form 1040 or 1040-SR), line 1 or line 8 ~~~~~~~~~~~~~~~~~~~~~ 2b
c Investment interest expense (difference between regular tax and AMT) ~~~~~~~~~~~~~~~~~~~ 2c
d Depletion (difference between regular tax and AMT) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2d
e Net operating loss deduction from Schedule 1 (Form 1040 or 1040-SR), line 8. Enter as a positive amount ~~ 2e
f Alternative tax net operating loss deduction ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2f
g Interest from specified private activity bonds exempt from the regular tax ~~~~~~~~~~~~~~~~~~ 2g
h Qualified small business stock, see instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2h
i Exercise of incentive stock options (excess of AMT income over regular tax income) ~~~~~~~~~~~~~ 2i
j Estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A) ~~~~~~~~~~~~~~~~~ 2j
k Disposition of property (difference between AMT and regular tax gain or loss) ~~~~~~~~~~~~~~~~ 2k
STMT 7
l Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) ~~~~~~~~ 2l -457.
m Passive activities (difference between AMT and regular tax income or loss) ~~~~~~~~~~~~~~~~~ 2m
n Loss limitations (difference between AMT and regular tax income or loss) ~~~~~~~~~~~~~~~~~~ 2n
o Circulation costs (difference between regular tax and AMT) ~~~~~~~~~~~~~~~~~~~~~~~~~ 2o
p Long-term contracts (difference between AMT and regular tax income) ~~~~~~~~~~~~~~~~~~~ 2p
q Mining costs (difference between regular tax and AMT) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2q
r Research and experimental costs (difference between regular tax and AMT) ~~~~~~~~~~~~~~~~~ 2r
s Income from certain installment sales before January 1, 1987 ~~~~~~~~~~~~~~~~~~~~~~~~ 2s
t Intangible drilling costs preference ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2t
3 Other adjustments, including income-based related adjustments ~~~~~~~~~~~~~~~~~~~~~~~ 3
4 Alternative minimum taxable income. Combine lines 1 through 3. (If married filing separately and line 4
is more than $733,700, see instructions.) 4 149,810.
Part II Alternative Minimum Tax (AMT)
5 Exemption. (If you were under age 24 at the end of 2019, see instructions.)
p
IF your filing status is ... AND line 4 is not over ... THEN enter on line 5 ...
n
n
m
Single or head of household ~~~~~~~~ $510,300 ~~~~~~~~~~ $71,700
n
n
Married filing jointly or qualifying widow(er) ~ 1,020,600 ~~~~~~~~~~ 111,700 ~ 5 111,700.
o
Married filing separately ~~~~~~~~~~ 510,300 ~~~~~~~~~~ 55,850
If line 4 is over the amount shown above for your filing status, see instructions.
6 Subtract line 5 from line 4. If more than zero, go to line 7. If zero or less, enter -0- here and on lines 7, 9,
and 11, and go to line 10 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 38,110.
p
n
7 ¥ If you are filing Form 2555, see instructions for the amount to enter.
n
¥ If you reported capital gain distributions directly on Form 1040 or 1040-SR, line 6; you reported
m
qualified dividends on Form 1040 or 1040-SR, line 3a; or you had a gain on both lines 15 and
n
16 of Schedule D (Form 1040 or 1040-SR) (as refigured for the AMT, if necessary), complete 9,909.
~ 7
n
Part III on the back and enter the amount from line 40 here.
o
¥ All others: If line 6 is $194,800 or less ($97,400 or less if married filing separately), multiply line
6 by 26% (0.26). Otherwise, multiply line 6 by 28% (0.28) and subtract $3,896 ($1,948 if
married filing separately) from the result.
8 Alternative minimum tax foreign tax credit (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~ 8
9 Tentative minimum tax. Subtract line 8 from line 7 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 9 9,909.
10 Add Form 1040 or 1040-SR, line 12a (minus any tax from Form 4972), and Schedule 2 (Form 1040 or
1040-SR), line 2. Subtract from the result any foreign tax credit from Schedule 3 (Form 1040 or 1040-SR),
line 1. If you used Schedule J to figure your tax on Form 1040 or 1040-SR, line 12a, refigure that tax without
using Schedule J before completing this line (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~ 10 19,408.
11 AMT. Subtract line 10 from line 9. If zero or less, enter -0-. Enter here and on Schedule 2 (Form 1040 or
1040-SR), line 1 11 0.
919481 01-02-20 LHA For Paperwork Reduction Act Notice, see your tax return instructions. Form 6251 (2019)
25
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Form 6251 (2019) LANCE R. & NITA L. SLOAN ***-**-6293 Page 2
Part III Tax Computation Using Maximum Capital Gains Rates
Complete Part III only if you are required to do so by line 7 or by the Foreign Earned Income Tax Worksheet in the instructions.
12 Enter the amount from Form 6251, line 6. If you are filing Form 2555, enter the amount from line 3 of the
worksheet in the instructions for line 7 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 12
13 Enter the amount from line 6 of the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions
for Forms 1040 and 1040-SR or the amount from line 13 of the Schedule D Tax Worksheet in the
Instructions for Schedule D (Form 1040 or 1040-SR), whichever applies (as refigured for the AMT, if
necessary) (see instructions). If you are filing Form 2555, see instructions for the amount to enter ~~~~~~~ 13
14 Enter the amount from Schedule D (Form 1040 or 1040-SR), line 19 (as refigured for the AMT, if necessary)
(see instructions). If you are filing Form 2555, see instructions for the amount to enter ~~~~~~~~~~~~~ 14
15 If you did not complete a Schedule D Tax Worksheet for the regular tax or the AMT, enter the amount
from line 13. Otherwise, add lines 13 and 14, and enter the smaller of that result or the amount from line
10 of the Schedule D Tax Worksheet (as refigured for the AMT, if necessary). If you are filing Form 2555, see
instructions for the amount to enter ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 15
16 Enter the smaller of line 12 or line 15 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 16
17 Subtract line 16 from line 12 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 17
18 If line 17 is $194,800 or less ($97,400 or less if married filing separately), multiply line 17 by 26% (0.26). Otherwise,
multiply line 17 by 28% (0.28) and subtract $3,896 ($1,948 if married filing separately) from the result ~~~~ | 18
p
19 Enter:
m
¥ $78,750 if married filing jointly or qualifying widow(er),
o
¥ $39,375 if single or married filing separately, or ~~~~~~~~~~~~~~~~~~~~~~~~~~ 19
¥ $52,750 if head of household.
20 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet or the amount from
line 14 of the Schedule D Tax Worksheet, whichever applies (as figured for the regular tax). If you did not
complete either worksheet for the regular tax, enter the amount from Form 1040 or 1040-SR, line 11b; if
zero or less, enter -0-. If you are filing Form 2555, see instructions for the amount to enter ~~~~~~~~~~~ 20
21 Subtract line 20 from line 19. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 21
22 Enter the smaller of line 12 or line 13 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 22
23 Enter the smaller of line 21 or line 22. This amount is taxed at 0% ~~~~~~~~~~~~~~~~~~~~~~~ 23
24 Subtract line 23 from line 22 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 24
p
25 Enter:
n
m
¥ $434,550 if single
n
¥ $244,425 if married filing separately ~~~~~~~~~~~~~~~~~~~~~~~~~~ 25
o
¥ $488,850 if married filing jointly or qualifying widow(er)
¥ $461,700 if head of household
26 Enter the amount from line 21 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 26
27 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet or the amount from
line 21 of the Schedule D Tax Worksheet, whichever applies (as figured for the regular tax). If you did not
complete either worksheet for the regular tax, enter the amount from Form 1040 or 1040-SR, line 11b; if
zero or less, enter -0-. If you are filing Form 2555, see instructions for the amount to enter ~~~~~~~~~~~ 27
28 Add line 26 and line 27 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 28
29 Subtract line 28 from line 25. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 29
30 Enter the smaller of line 24 or line 29 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 30
31 Multiply line 30 by 15% (0.15) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 31
32 Add lines 23 and 30 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 32
If lines 32 and 12 are the same, skip lines 33 through 37 and go to line 38. Otherwise, go to line 33.
33 Subtract line 32 from line 22 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 33
34 Multiply line 33 by 20% (0.20) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 34
If line 14 is zero or blank, skip lines 35 through 37 and go to line 38. Otherwise, go to line 35.
35 Add lines 17, 32, and 33 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 35
36 Subtract line 35 from line 12 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 36
37 Multiply line 36 by 25% (0.25) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 37
38 Add lines 18, 31, 34, and 37 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 38
39 If line 12 is $194,800 or less ($97,400 or less if married filing separately), multiply line 12 by 26% (0.26).
Otherwise, multiply line 12 by 28% (0.28) and subtract $3,896 ($1,948 if married filing separately) from the result 39
40 Enter the smaller of line 38 or line 39 here and on line 7. If you are filing Form 2555, do not enter this
amount on line 7. Instead, enter it on line 4 of the worksheet in the instructions for line 7 40
919591 01-02-20 Form 6251 (2019)
26
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Form 8995 Qualified Business Income Deduction OMB No. 1545-0123
Simplified Computation
| Attach to your tax return.
2019
Attachment
Department of the Treasury
Internal Revenue Service
Sequence No. 55
| Go to www.irs.gov/Form8995 for instructions and the latest information.
Name(s) shown on return Your taxpayer identification number
1 (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business
identification number income or (loss)
iii
iv
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FORM 1040 TOTAL DUE WITH INTEREST AND PENALTIES STATEMENT 2
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
AMOUNT DUE 4,492.
INTEREST NOT INCLUDED 33.
PENALTY NOT INCLUDED 66.
}}}}}}}}}}}}}}
TOTAL DUE 4,591.
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FORM 1040 LATE PAYMENT INTEREST STATEMENT 3
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FORM 1040 LATE PAYMENT PENALTY STATEMENT 4
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
29 STATEMENT(S) 1, 2, 3, 4
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
LANCE R. & NITA L. SLOAN ***-**-6293
}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
SCHEDULE 1 STUDENT LOAN INTEREST DEDUCTION STATEMENT 5
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
~~~~~~~~~~~~~~
30 STATEMENT(S) 5
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
LANCE R. & NITA L. SLOAN ***-**-6293
}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
SCHEDULE D CAPITAL LOSS CARRYOVER STATEMENT 6
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
9. ENTER THE LOSS FROM SCHEDULE D, LINE 15, AS A POSITIVE AMOUNT 4,936.
10. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,
LINE 7
11. SUBTRACT LINE 5 FROM LINE 4. IF ZERO OR LESS,
ENTER -0- 3,000.
12. ADD LINES 10 AND 11 3,000.
13. LONG-TERM CAPITAL LOSS CARRYOVER TO NEXT YEAR.
SUBTRACT LINE 12 FROM LINE 9. IF ZERO OR LESS, ENTER -0- 1,936.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FORM 6251 DEPRECIATION ON ASSETS PLACED IN SERVICE AFTER 1986 STATEMENT 7
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
DESCRIPTION AMOUNT
}}}}}}}}}}} }}}}}}}}}}}}}}
FROM K-1 - SLOAN APPRAISAL SERVICES LLC -320.
FROM K-1 - SLOAN APPRAISAL SERVICES LLC -137.
}}}}}}}}}}}}}}
TOTAL TO FORM 6251, LINE 2L -457.
~~~~~~~~~~~~~~
31 STATEMENT(S) 6, 7
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Worksheet for Computing Estimated Payments for Individuals
For use with Arizona Form 140ES
Step 2 Additions
Below are common items of income that are not taxable under the Internal Revenue Code but are taxable under Arizona Revised Statutes.
Estimate amounts and enter in the spaces provided:
2 Non-Arizona municipal interest ~~~~~~~~~~~~~~~~~~~~~~~ 2 00
3 Ordinary income portion of lump-sum distributions (excluded on your
federal return) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 00
4 Other additions to income ~~~~~~~~~~~~~~~~~~~~~~~~~ 4 00
5 Total additions to income: Add lines 2 through 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 00
6 Add line 1 and line 5 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 00
Step 3 Subtractions
Below are common items not subject to tax in Arizona but taxable under the Internal Revenue Code.
Estimate amounts and enter in the spaces provided:
7 Amounts received as annuities from certain federal, Arizona state, or local government
retirement and disability funds (up to $2,500) that are subject to federal tax ~~~~~ 7 00
8 Interest income on obligations of the United States (e.g. U.S. savings bonds,
treasury bills, etc.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 00
9 Benefits, annuities, and pensions for retired/retainer pay of the uniformed services (up to 00
$3,500) that are subject to federal tax ~~~~~~~~~~~~~~~~~~~~~~ 9
10 U.S. Social Security benefits or Railroad Retirement Act benefits included as
income on federal return ~~~~~~~~~~~~~~~~~~~~~~~~~~ 10 00
11 Other exempt income ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11 00
12 Total subtractions: Add lines 7 through 11 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 12 00
13 Subtract line 12 from line 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 00
This estimated payment is for tax year ending December 31, 2020, or for tax year ending:
Your First Name and Middle Initial Last Name Your Social Security Number
1 LANCE R. SLOAN Enter *****6293
Spouse's First Name and Middle Initial (if filing joint) Last Name your Spouse's Social Security No.
NITA L. SLOAN SSN(s). *****9912
1
Current Home Address - number and street, rural route Apt. No. Daytime Phone (with area code)
2 9524 CAMELBACK RD C130-291 94
City, Town or Post Office State ZIP Code REVENUE USE ONLY. DO NOT MARK IN THIS AREA.
3 GLENDALE AZ 85305
88
Check if this payment is on behalf of a Nonresident Composite return - 140NR
STOP ¥ DO NOT USE THIS FORM TO MAKE DELINQUENT INCOME TAX PAYMENTS.
¥ Use this form only for mailing estimated payments.
1 Payment: You must round your estimated payment to a whole dollar (no cents).
Enter the amount of payment enclosed ~~~~~ $ 1490 00
81 PM 80 RCVD
2 Check only one box for the quarter for which this payment is made.
Do not select more than one quarter.
You must submit a separate form for each quarter for which a payment is made.
If any of the due dates fall on a Saturday, Sunday or legal holiday, you may make
the required payment for that quarter by midnight on the next business day following that day.
937052 10-11-19
2
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form FOR CALENDAR YEAR
This estimated payment is for tax year ending December 31, 2020, or for tax year ending:
Your First Name and Middle Initial Last Name Your Social Security Number
1 LANCE R. SLOAN Enter *****6293
Spouse's First Name and Middle Initial (if filing joint) Last Name your Spouse's Social Security No.
NITA L. SLOAN SSN(s). *****9912
1
Current Home Address - number and street, rural route Apt. No. Daytime Phone (with area code)
2 9524 CAMELBACK RD C130-291 94
City, Town or Post Office State ZIP Code REVENUE USE ONLY. DO NOT MARK IN THIS AREA.
3 GLENDALE AZ 85305
88
Check if this payment is on behalf of a Nonresident Composite return - 140NR
STOP ¥ DO NOT USE THIS FORM TO MAKE DELINQUENT INCOME TAX PAYMENTS.
¥ Use this form only for mailing estimated payments.
1 Payment: You must round your estimated payment to a whole dollar (no cents).
Enter the amount of payment enclosed ~~~~~ $ 00 81 PM 80 RCVD
2 Check only one box for the quarter for which this payment is made.
Do not select more than one quarter.
You must submit a separate form for each quarter for which a payment is made.
If any of the due dates fall on a Saturday, Sunday or legal holiday, you may make
the required payment for that quarter by midnight on the next business day following that day.
937052 10-11-19
3
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form FOR CALENDAR YEAR
This estimated payment is for tax year ending December 31, 2020, or for tax year ending:
Your First Name and Middle Initial Last Name Your Social Security Number
1 LANCE R. SLOAN Enter *****6293
Spouse's First Name and Middle Initial (if filing joint) Last Name your Spouse's Social Security No.
NITA L. SLOAN SSN(s). *****9912
1
Current Home Address - number and street, rural route Apt. No. Daytime Phone (with area code)
2 9524 CAMELBACK RD C130-291 94
City, Town or Post Office State ZIP Code REVENUE USE ONLY. DO NOT MARK IN THIS AREA.
3 GLENDALE AZ 85305
88
Check if this payment is on behalf of a Nonresident Composite return - 140NR
STOP ¥ DO NOT USE THIS FORM TO MAKE DELINQUENT INCOME TAX PAYMENTS.
¥ Use this form only for mailing estimated payments.
1 Payment: You must round your estimated payment to a whole dollar (no cents).
Enter the amount of payment enclosed ~~~~~ $ 00 81 PM 80 RCVD
2 Check only one box for the quarter for which this payment is made.
Do not select more than one quarter.
You must submit a separate form for each quarter for which a payment is made.
If any of the due dates fall on a Saturday, Sunday or legal holiday, you may make
the required payment for that quarter by midnight on the next business day following that day.
937052 10-11-19
4
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form FOR CALENDAR YEAR
This estimated payment is for tax year ending December 31, 2020, or for tax year ending:
Your First Name and Middle Initial Last Name Your Social Security Number
1 LANCE R. SLOAN Enter *****6293
Spouse's First Name and Middle Initial (if filing joint) Last Name your Spouse's Social Security No.
NITA L. SLOAN SSN(s). *****9912
1
Current Home Address - number and street, rural route Apt. No. Daytime Phone (with area code)
2 9524 CAMELBACK RD C130-291 94
City, Town or Post Office State ZIP Code REVENUE USE ONLY. DO NOT MARK IN THIS AREA.
3 GLENDALE AZ 85305
88
Check if this payment is on behalf of a Nonresident Composite return - 140NR
STOP ¥ DO NOT USE THIS FORM TO MAKE DELINQUENT INCOME TAX PAYMENTS.
¥ Use this form only for mailing estimated payments.
1 Payment: You must round your estimated payment to a whole dollar (no cents).
Enter the amount of payment enclosed ~~~~~ $ 00 81 PM 80 RCVD
2 Check only one box for the quarter for which this payment is made.
Do not select more than one quarter.
You must submit a separate form for each quarter for which a payment is made.
If any of the due dates fall on a Saturday, Sunday or legal holiday, you may make
the required payment for that quarter by midnight on the next business day following that day.
937052 10-11-19
5
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form
AZ-8879 E-file Signature Authorization 2019
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 Enter Your Social Security Number *
Under penalties of perjury, I declare that I have examined a copy of my I consent to my Electronic Return Originator (ERO) or On-Line Service
electronic Arizona individual income tax return and accompanying Provider (OLSP) sending my electronic Arizona individual income tax
schedules and statements for the year ending December 31, 2019, and return and accompanying schedules and statements to ADOR, and I
to the best of my knowledge and belief, it is true, correct, and complete. consent to my ERO or OLSP sending such information to ADOR through
I further declare that the amounts of Arizona adjusted gross income, a transmitter. I consent to ADOR sending my ERO, OLSP and/or
total tax, Arizona income tax withheld, and refund (or amount owed) transmitter an acknowledgement of receipt of transmission and an
listed above are the amounts shown on the copy of my electronic indication of whether or not the transmission of my return is accepted
Arizona income tax return.
and, if the return is rejected, the reason(s) for the rejection. If the
6a I consent that my refund be directly deposited as designated in the
processing of my return or refund is delayed, I authorize ADOR to
electronic portion of my 2019 Arizona individual income tax return.
disclose to my ERO, OLSP and/or transmitter the reason(s) for the delay,
If I have filed a joint return, this is an irrevocable appointment of
the other spouse as an agent to receive the refund. or when the refund was sent. If ADOR contacts my ERO for
a copy of my return, any documents or schedules to my return, and/or
6b X I do not want direct deposit of my refund or I am not receiving a this authorization form, I authorize my ERO to release copies of the
refund.
requested documents to ADOR.
6c I authorize the Arizona Department of Revenue (ADOR) 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 Arizona I authorize ANDERSON LAW GROUP, PLLC
taxes owed on this return. I also authorize the financial institutions (ELECTRONIC RETURN ORIGINATOR)
involved in the processing of the electronic payment of taxes to to make the election that I want my electronic signature to my electronic
receive confidential information necessary to answer inquiries and federal individual income tax return to serve as my signature to my
resolve issues related to the payment. electronic Arizona individual income tax return for the year ending
If I have filed a balance due return, I understand that if the ADOR does not December 31, 2019. I understand that when my ERO makes the election
receive full and timely payment of my tax liability by April 15, 2020, I will that my electronic signature to my federal individual income tax return
remain liable for the tax liability and all applicable interest and penalties. will serve as my signature to my Arizona individual income tax return, I
When electronically filing my federal and state tax returns, I understand will have signed my Arizona individual income tax return and declared
that if there is an error on my federal return, state return will also be under penalties of perjury that to the best of my knowledge and belief the
rejected. return is true, correct and complete.
| 10/08/2020
YOUR PEN AND INK SIGNATURE DATE
| 10/08/2020
SPOUSE'S PEN AND INK SIGNATURE DATE
Your First Name and Middle Initial Last Name Your Social Security Number
Enter
1 LANCE R. SLOAN ***-**-6293
your
Spouse's First Name and Middle Initial Last Name SSN(s). Spouse's Social Security No.
1 NITA L. SLOAN ***-**-9912
Current Home Address - number and street, rural route Apt. No. Daytime Phone (with area code)
2 9524 CAMELBACK RD C130-291 94
City, Town or Post Office State ZIP Code REVENUE USE ONLY. DO NOT MARK IN THIS AREA.
3 GLENDALE AZ 85305 88
Please indicate the filing status below:
X Married filing joint return
Head of household: Enter name of qualifying child or dependent on next line:
Married filing separate return: Enter spouse's name and Social Security Number above 81 PM 80 RCVD
Single
NOTE: To avoid interest and penalties you must pay the full amount of your tax by April 15, 2020. You will not
receive an additional notice from the Arizona Department of Revenue unless an error exists with your return.
937391 02-18-20
7
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form Resident Personal Income Tax Return FOR CALENDAR YEAR
140 2019
82F Check box 82F if filing under extension OR FISCAL YEAR BEGINNING AND ENDING . 66F
Your First Name and Middle Initial Last Name Your Social Security Number
1 LANCE R. SLOAN Enter *** ** 6293
Spouse's First Name and Middle Initial (if box 4 or 6 checked) Last Name your Spouse's Social Security No.
6 Married filing separate return: Enter spouse's name and Social Security Number above.
7 Single
f 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
9 Blind (you and/or spouse) 10a and 10b, also complete line 49. 81 PM 80 RCVD
10a Dependents: under age of 17. 10b 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)
FIRST AND LAST NAME SOCIAL SECURITY RELATIONSHIP
NO. OF MONTHS U
Age included in: U
Dependent if you did not claim
this person on your
LIVED IN YOUR federal return due to
(Do not list yourself or spouse) NO. 1 2
HOME IN 2019 (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)
FIRST AND LAST NAME SOCIAL SECURITY
NO. RELATIONSHIP IN YOUR HOME IN 2019 UOR OVER
NO. OF MONTHS LIVED IF AGE 65 U IF2019
DIED IN
(Do not list yourself or spouse.)
11b
11c
12 Federal adjusted gross income (from your federal return) 12 176,078 00
13 Non-Arizona municipal interest ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 00
14 Partnership Income adjustment: See instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 14 00
15 Total federal depreciation ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 15 00
16 Net capital (loss) derived from the exchange of legal tender: See instructions ~~~~~~~~~~~~~~~~~~ 16 00
17 Other Additions to Income: Complete Adjustments to Arizona Gross Income schedule on page 5 ~~~~~~~~~ 17 00
18 Subtotal: Add lines 12 through 17 and enter the total 18 176,078 00
19 Total net capital gain or (loss): See instructions ~~~~~~~~~~~~~~~~~~~~~ 19 -3,000 00
20 Total net short-term capital gain or (loss): See instructions ~~~~~~~~~~~~~~~~ 20 00
21 Total net long-term capital gain or (loss): See instructions ~~~~~~~~~~~~~~~~ 21 -4,936 00
22 Net long-term capital gain from assets acquired after December 31, 2011. See instructions ~ 22 00
23 Multiply line 22 by 25% (.25) and enter the result ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 23 00
24 Net capital gain derived from investment in qualified small business ~~~~~~~~~~~~~~~~~~~~~~~ 24 00
This box may be blank or may contain a printed barcode of data from your return.
25 Net capital gain exchange of legal tender 25 00
26 Recalculated Arizona depreciation ~~~ 26 00
27 Partnership Income adjustment ~~~~ 27 00
28 Interest on U.S. obligations ~~~~~~ 28 00
29a Excl. for fed., AZ state or local govt. pensions 29a 00
29b Pensions-Uniformed Services retired/retainer pay ~~ 29b 00
30 U.S. Social Security or Railroad Retirement Act 30 00
31 Certain wages of American Indians ~~~ 31 00
32 ~~ 32
Pay received for being an active service member 00
33 Net operating loss adjustment ~~~~~ 33 00
34 Contributions to 529 College Savings Plans ~ 34 00
35 Subtract lines 23 through 34 from line 18 35 176,078 00
ADOR 10413 (19) 937001 10-11-19 8 140 (2019)
AZ Form Page 1 of 5
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Your Name (as shown on page 1) Your Social Security Number
LANCE R. SLOAN ***-**-6293
36 Other Subtractions from Income. Complete Adjustments to Arizona Gross Income schedule on page 5 ~~~~~ 36 00
37 Subtract line 36 from line 35 and enter the difference ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 37 176,078 00
38 Age 65 or over: Multiply the number in box 8 by $2,100 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 38 00
39 Blind: Multiply the number in box 9 by $1,500 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 39 00
40 Other Exemptions. See instructions ~ 40 E Multiply the number in box 40 E by $2,300 ~~~~~~~~~~~~~ 40 00
41 Qualifying parents and grandparents: Multiply the number in box 11a by $10,000 ~~~~~~~~~~~~~~~ 41 00
42 Arizona adjusted gross income: Subtract lines 38 through 41 from line 37 and enter the difference 42 176,078 00
43 Deductions: Check box and enter amount. See instructions ~~~~~ 43 I ITEMIZED 43 S X STANDARD 43 24,400 00
44 If you checked box 43 S and claim charitable deductions, Check 44 C X Complete page 3. See instructions ~ 44 1,574 00
45 Arizona taxable income: Subtract lines 43 and 44 from line 42. If less than zero, enter "0" ~~~~~~~~~~~~ 45 150,104 00
46 Compute the tax using amount on line 45 and Tax Table X, Y or Optional Tax Tables ~~~~~~~~~~~~~~ 46 4,982 00
47 Tax from recapture of credits from Arizona Form 301, Part 2, line 35 ~~~~~~~~~~~~~~~~~~~~~~ 47 00
48 Subtotal of tax: Add lines 46 and 47 and enter the total ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 48 4,982 00
49 Dependent Tax Credit. See instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 49 00
50 Family income tax credit (from the worksheet - see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~ 50 00
51 Nonrefundable Credits from Arizona Form 301, Part 2, line 67 ~~~~~~~~~~~~~~~~~~~~~~~~~ 51 00
52 Balance 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" 52 4,982 00
53 2019 AZ income tax withheld 53 3,500 00
Add 54a
54 2019 AZ estimated tax payments ~ 54 a 00 Claim of Right 54 b 00 and 54b 54c 00
55 2019 AZ extension payment (Form 204) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 55 00
56 Increased Excise Tax Credit (from the worksheet - see instructions) ~~~~~~~~~~~~~~~~~~~~~~ 56 00
57 Property Tax Credit from Arizona Form 140PTC 57 00
58 Other refundable credits: Check the box(es) and enter the total amount ~~~~~ 58 1 308-I 58 2 349 58 00
59 Total payments and refundable credits: Add lines 53 through 58 and enter the total 59 3,500 00
60 TAX 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 ~ 60 1,482 00
61 OVERPAYMENT: If line 59 is larger than line 52, subtract line 52 from line 59 and enter amount of overpayment ~~~~~~~ 61 00
62 Amount of line 61 to be applied to 2020 estimated tax ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 62 00
63 Balance of overpayment: Subtract line 62 from line 61 and enter the difference 63 00
Solutions Teams
64-74 Voluntary Gifts to: Assigned to Schools~~~ 64 00 Arizona Wildlife ~~~ 65 00
Child Abuse Prevention ~~ 66 00 Domestic Violence Shelter ~ 67 00 Political Gift ~~~~ 68 00
Neighbors Helping Neighbors 69 00 Special Olympics ~~~~ 70 00 Veterans' Donations Fund 71 00
Sustainable State Parks
I Didn't Pay Enough Fund ~~ 72 00 and Road Fund 73 00 Spay/Neuter of Animals 74 00
75 Political Party (if amount is entered on line 68 - check only one): 75 1 Democratic 75 2 Green Party 75 3 Libertarian 75 4 Republican
| OPERATIONS MANAGER
YOUR SIGNATURE DATE OCCUPATION
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).
You must complete this worksheet if you are taking an increased standard deduction for
charitable contributions. Include the completed worksheet with your tax return, when filed. If
you do not include the completed worksheet, your standard deduction will not be increased.
For taxable years beginning from and after December 31, 2018, certain taxpayers electing to take the Standard
Deduction may increase the standard deduction amount by 25% (.25) of the total amount of the taxpayer's
charitable deductions that would have been allowed if the taxpayer elected to claim itemized deductions on the Arizona return.
Charitable contributions (lines C1, C2, and C3) are those gifts allowed on federal 1040 Schedule A (Gifts to Charity) that
you would have claimed had you elected to take itemized deductions on your federal return.
Complete the worksheet to determine the increased amount allowed in addition to your standard deduction.
12 Figure your tax on the amount on line 11 using Tax Table X or Y ~~~ 12
13 For each period, enter the amount of tax credits including Dependant Tax
Credit allowed on your Arizona Form 140, Form 140PY, or Form 140NR 13
14 Subtract line 13 from line 12. If zero or less, enter "0" ~~~~~~~~ 14 0 0 0 0
15 Applicable percentages ~~~~~~~~~~~~~~~~~~~~~ 15 22.5% 45% 67.5% 90%
16 Multiply line 14 by line 15 ~~~~~~~~~~~~~~~~~~~~ 16
17 Enter the combined amounts of line 23 from all preceding columns ~ 17
18 Subtract line 17 from line 16. If less than zero, enter "0" ~~~~~~~ 18 0 0 0 0
19 Divide line 9 from page 1, of this Form 221, by four (4),
and enter the result in each column ~~~~~~~~~~~~~~~ 19
20 Enter the amount from line 22 of the preceding column of this
worksheet ~~~~~~~~~~~~~~~~~~~~~~~~~~ 20
21 Add lines 19 and 20, and enter the total ~~~~~~~~~~~~~~ 21
22 If line 21 is more than line 18, subtract line 18 from line 21.
Otherwise, enter "0" ~~~~~~~~~~~~~~~~~~~~~~ 22 0 0 0
23 Enter the smaller of line 18 or line 21 here and on page 1, line 11 ~~~ 23 0 0 0 0
937531 10-13-19
12
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
UNDERPAYMENT OF ESTIMATED TAX WORKSHEET AZ
-0-
912511
04-01-19
13
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
LANCE R. & NITA L. SLOAN ***-**-6293
}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
AZ 140 AMOUNT OWED WITH PENALTIES AND INTEREST STATEMENT 1
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
DESCRIPTION AMOUNT
}}}}}}}}}}} }}}}}}}}}}}}}}
TAX DUE 1,482.
EXTENSION UNDERPAYMENT PENALTY 22.
LATE PAYMENT INTEREST 13.
CONTRIBUTIONS AND UNDERPAYMENT PENALTY 33.
}}}}}}}}}}}}}}
TOTAL AMOUNT OWED 1,550.
~~~~~~~~~~~~~~
14 STATEMENT(S) 1
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1