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Department of the Treasury - Internal Revenue Service

1040 U.S. Individual Income Tax Return


(99)

2019 OMB No. 1545-0074


IRS Use Only - Do not write or staple in this space.

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

1 Wages , salaries , tips , etc. Attach Form(s) W-2 STMT 1 1 50,000.


2a Tax-exempt interest ~~~ 2a b
Taxable interest. Attach Sch.
B if required ~~~~~~~~~ 2b 21.
Ordinary dividends. Attach Sch.
Standard 3a Qualified dividends ~~~~ 3a b B if required ~~~~~~~~~ 3b
Deduction for -
4a IRA distributions ~~~~~ 4a b Taxable amount ~~~~~~ 4b
¥ Single or Married
filing separately, c Pensions and annuities ~~ 4c d Taxable amount ~~~~~~ 4d
$12,200
Married filing
5a Social security benefits ~~ 5a b Taxable amount 5b
¥ -3,000.
jointly or 6 Capital gain or (loss). Attach Schedule D if required. If not required, check here ~~~~ | 6
Qualifying
widow(er), 7a Other income from Schedule 1, line 9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a 129,057.
$24,400
b Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income ~~~~~~~~~~~ | 7b 176,078.
¥ Head of
household, 8a Adjustments to income from Schedule 1, line 22 ~~~~~~~~~~~~~~~~~~~~~~ 8a
$18,350
b Subtract line 8a from line 7b. This is your adjusted gross income | 8b 176,078.
¥ If you checked
24,400.
any box under 9 Standard deduction or itemized deductions (from Schedule A) 9
Standard
Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A
10 25,811.
see instructions.
11a Add lines 9 and 10 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11a 50,211.
b Taxable income. Subtract line 11a from line 8b.
If zero or less, enter -0- 11b 125,867.
LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2019)

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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.)

Phone no. Email address

Paid Preparer's name Date PTIN Preparer's signature


Check if:
Preparer CHRISTOS ZATTAS, EA CHRISTOS ZATTAS, EA X 3rd Party Designee
Use Only CHRISTOS ZATTAS, EA CHRISTOS ZATTAS, EA 10/07/20 P01879963 Self-employed

Phone no. L Firm's EIN


Firm's
name | ANDERSON LAW GROUP, PLLC 888-969-2677 **-***6265
3225 MCLEOD DRIVE
Firm's
address | LAS VEGAS, NV 89121
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2019)
SEE STMT FOR INT AND PEN NOT INCLUDED. TOTAL DUE $4591

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

Department of the Treasury


| Attach to Form 1040 or 1040-SR. 201901
Attachment
Internal Revenue Service | Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No.
Name(s) shown on Form 1040 or 1040-SR Your social security number
LANCE R. & NITA L. SLOAN ***-**-6293
At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any
virtual currency? Yes X No
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes ~~~~~~~~~~~~~~~~~~~~~ 1
2a Alimony received ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2a
b Date of original divorce or separation agreement (see instructions) |
3 Business income or (loss). Attach Schedule C ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3
4 Other gains or (losses). Attach Form 4797 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E ~~~~~~~~~~~ 5 129,057.
6 Farm income or (loss). Attach Schedule F ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6
7 Unemployment compensation ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7
8 Other income. List type and amount |
8
9 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a 9 129,057.
Part II Adjustments to Income
10 Educator expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 10
11 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach
Form 2106 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11
12 Health savings account deduction. Attach Form 8889 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 12
13 Moving expenses for members of the Armed Forces. Attach Form 3903 ~~~~~~~~~~~~~~~~~~~ 13
14 Deductible part of self-employment tax. Attach Schedule SE ~~~~~~~~~~~~~~~~~~~~~~~~ 14
15 Self-employed SEP, SIMPLE, and qualified plans ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 15
16 Self-employed health insurance deduction ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 16
17 Penalty on early withdrawal of savings ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 17

" "
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

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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.

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


LANCE R. & NITA L. SLOAN ***-**-6293
Part I Tax
1 Alternative minimum tax. Attach Form 6251 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 0.
2 Excess advance premium tax credit repayment. Attach Form 8962 ~~~~~~~~~~~~~~~~~~~~~ 2
3 Add lines 1 and 2. Enter here and include on Form 1040 or 1040-SR, line 12b 3 0.
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4
5 Unreported social security and Medicare tax from Form: a 4137 b 8919 ~~~~~~~~~ 5
6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored accounts. Attach Form
5329 if required ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6
7a Household employment taxes. Attach Schedule H ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a
b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if required ~~~~~~~~~~ 7b
8 Taxes from: a Form 8959 b Form 8960
c Instructions; enter code(s) 8
9 Section 965 net tax liability installment from Form 965-A ~~~~~~~~~~~ 9
10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form 1040 or 1040-SR,
line 15 10 0.
LHA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 2 (Form 1040 or 1040-SR) 2019

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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

LANCE R. & NITA L. SLOAN ***-**-6293

Do You Have To File Form 2210?


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

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.

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
filing Form 1040 or Form 1040-SR) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 19,408.
2 Other taxes, including self-employment tax and, if applicable, Additional Medicare Tax and/or Net Investment
Income Tax (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2
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 Form 2210 ~~~~ 4 19,408.
5 Multiply line 4 by 90% (0.90) ~~~~~~~~~~~~~~~~~~~~~~~~~ 5 17,467.
6 Withholding taxes. Don't include estimated tax payments (see instructions) ~~~~~~~~~~~~~~~~~~~~~ 6 15,000.
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 4,408.
8 Maximum required annual payment based on prior year's tax (see instructions) ~~~~~~~~~~~~~~~~~~~~ 8 31,435.
9 Required annual payment. Enter the smaller of line 5 or line 8 ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 9 17,467.
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.
X 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.
Part II Reasons for Filing. Check applicable boxes. If none apply, don't file Form 2210.
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).
LHA For Paperwork Reduction Act Notice, see separate instructions. Form 2210 (2019)

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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.

10 Enter the amount from Form 2210, line 9 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 10 17,467.

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

13 Add lines 11 and 12 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 15,000.


14 Total underpayment for year. Subtract line 13 from line 10. If zero or less, stop; you don't owe a penalty.
Don't file Form 2210 unless you checked box E in Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 14 2,467.

15 Multiply line 14 by 0.03398 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 15 84.


16 ¥ If the amount on line 14 was paid on or after 4/15/20, enter -0-.
¥ If the amount on line 14 was paid before 4/15/20, make the following computation to find the amount to enter on line 16.
Amount on Number of days paid
line 14 x before 4/15/20 x 0.00014 ~~~~~~~~~~~~~~~~~~~~ 16 0.
17 Penalty. Subtract line 16 from line 15. Enter the result here and on Form 1040 or Form 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 | 17 84.
Form 2210 (2019)

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

Department of the Treasury


| Go to www.irs.gov/ScheduleB for instructions and the latest information. 2019
Attachment
08
Internal Revenue Service (99) | Attach to Form 1040 or 1040-SR. Sequence No.
Name(s) shown on return Your social security number

LANCE R. & NITA L. SLOAN


Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used the
" "
*** ** 6293
Amount
property as a personal residence, see the instructions and list this interest first. Also, show that
Interest
buyer's social security number and address |
FROM K-1 - SLOAN APPRAISAL SERVICES LLC 15.
FROM K-1 - SLOAN APPRAISAL SERVICES LLC 6.

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
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SCHEDULE D Capital Gains and Losses OMB No. 1545-0074

(Form 1040 or 1040-SR)


Department of the Treasury
| Attach to Form 1040, 1040-SR, or 1040-NR.
| Go to www.irs.gov/ScheduleD for instructions and the latest information. 2019
Attachment
Internal Revenue Service (99)
| Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. Sequence No. 12
Name(s) shown on return Your social security number

LANCE R. & NITA L. SLOAN


Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? Yes X No
" "
*** ** 6293

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

1b Totals for all transactions reported on Form(s)


8949 with Box A checked
2 Totals for all transactions reported on Form(s)
8949 with Box B checked
3 Totals for all transactions reported on Form(s)
8949 with Box C checked
4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 ~~~~~~~~ 4
5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts
from Schedule(s) K-1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5
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
capital gains or losses, go to Part II below. Otherwise, go to Part III on page 2 7

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

8b Totals for all transactions reported on Form(s)


8949 with Box D checked
9 Totals for all transactions reported on Form(s)
8949 with Box E checked
10 Totals for all transactions reported on Form(s)
8949 with Box F checked
11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss)
from Forms 4684, 6781, and 8824 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11
12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 12
13 Capital gain distributions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ( 4,936.)
15 Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to
Part III on page 2 15 <4,936.>
LHA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040) 2019

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Schedule D (Form 1040 or 1040-SR) 2019 LANCE R. & NITA L. SLOAN ***-**-6293 Page 2
Part III Summary

16 Combine lines 7 and 15 and enter the result ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 16 <4,936.>

¥ 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.

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

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,

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).

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

Schedule D (Form 1040 or 1040-SR) 2019

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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

LANCE R. & NITA L. SLOAN ***-**-6293


Caution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.
Part II Income or Loss From Partnerships and S Corporations - Note: If you report a loss, receive a distribution, dispose of
stock, or receive a loan repayment from an S corporation, you must check the box in column (e) on line 28 and attach the required basis
computation. If you report a loss from an at-risk activity for which any amount is not at risk, you must check the box in column (f) on
line 28 and attach Form 6198 (see instructions).
27 Are you reporting any loss not allowed in a prior year due to the at-risk or basis limitations, a prior year unallowed loss from a
passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If you answered "Yes,"
see instructions before completing this section Yes X No
(b) Enter P for (c) Check (d) Employer (e) Check if (f) Check if
28 partnership; S if foreign basis computation any amount is
(a) Name for S corporation partnership identification number is required not at risk

A SLOAN APPRAISAL SERVICES LLC S **-***0166


B SLOAN APPRAISAL SERVICES LLC S **-***0166
C
D
Passive Income and Loss Nonpassive Income and Loss
(g) Passive loss allowed (h) Passive income (i) Nonpassive loss (j) Section 179 expense (k) Nonpassive income
allowed (see
(attach Form 8582 if required) from Schedule K-1 Schedule K-1 ) deduction from Form 4562 from Schedule K-1
A 90,340.
B 38,717.
C
D
29a Totals ~~~~ 129,057.
b Totals ~~~~
30 Add columns (h) and (k) of line 29a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 30 129,057.
31 Add columns (g), (i), and (j) of line 29b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 31 ( )
32 Total partnership and S corporation income or (loss). Combine lines 30 and 31 32 129,057.
Part III Income or Loss From Estates and Trusts
(b) Employer
33 (a) Name identification 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

LANCE R. & NITA L. SLOAN


Part I Alternative Minimum Taxable Income
" "
*** ** 6293

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

LANCE R. & NITA L. SLOAN ***-**-6293

1 (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business
identification number income or (loss)

i SLOAN APPRAISAL SERVICES LLC 82-3070166 38,717.

ii SLOAN APPRAISAL SERVICES LLC 82-3070166 90,340.

iii

iv

2 Total qualified business income or (loss). Combine lines 1i through 1v,


column (c) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 129,057.
3 Qualified business net (loss) carryforward from the prior year ~~~~~~~~~~~~~ 3 ( )
4 4 129,057.
Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- ~~~~
5 Qualified business income component. Multiply line 4 by 20% (0.20) ~~~~~~~~~~~~~~~~~~~~~~~ 5 25,811.
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior
year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8
9 REIT and PTP component. Multiply line 8 by 20% (0.20) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 9
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 ~~~~~~~~~~~~~~~ 10 25,811.
11 Taxable income before qualified business income deduction ~~~~~~~~~~~~~ 11 151,678.
12 Net capital gain (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 12
13 Subtract line 12 from line 11. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~ 13 151,678.
14 Income limitation. Multiply line 13 by 20% (0.20) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 14 30,336.
15 Qualified business income deduction. Enter the lesser of line 10 or line 14. Also enter this amount on
the applicable line of your return ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 15 25,811.
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- ~~~~~~~~~ 16 ( )
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- 17 ( )
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2019)

908421 12-31-19 LHA


28
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
LANCE R. & NITA L. SLOAN ***-**-6293
}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FORM 1040 WAGES RECEIVED AND TAXES WITHHELD STATEMENT 1
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}

FEDERAL STATE CITY


T AMOUNT TAX TAX SDI FICA MEDICARE
S EMPLOYER'S NAME PAID WITHHELD WITHHELD TAX W/H TAX TAX
} }}}}}}}}}}}}}}} }}}}}}}}}} }}}}}}}}}} }}}}}}}}} }}}}}}} }}}}}}} }}}}}}}
T SLOAN APPRAISAL
SERVICE 25,000. 7,500. 1,750. 1,550. 363.
S SLOAN APPRAISAL
SERVICE 25,000. 7,500. 1,750. 1,550. 363.

}}}}}}}}}} }}}}}}}}}} }}}}}}}}} }}}}}}} }}}}}}} }}}}}}}


TOTALS 50,000. 15,000. 3,500. 3,100. 726.
~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~ ~~~~~~~ ~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}

DESCRIPTION DATE AMOUNT BALANCE RATE DAYS INTEREST


}}}}}}}}}}} }}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}} }}}} }}}}}}}}}
TAX DUE 07/15/20 4,408. 4,408. .0300 92 33.
DATE FILED 10/15/20 4,441.
}}}}}}}}}
TOTAL LATE PAYMENT INTEREST 33.
~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FORM 1040 LATE PAYMENT PENALTY STATEMENT 4
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}

DESCRIPTION DATE AMOUNT BALANCE MONTHS PENALTY


}}}}}}}}}}} }}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}} }}}}}}}}}
TAX DUE 07/15/20 4,408. 4,408. 3 66.
DATE FILED 10/15/20
}}}}}}}}}
TOTAL LATE PAYMENT PENALTY 66.
~~~~~~~~~

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
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}

1. ENTER THE TOTAL INTEREST PAID IN 2019 ON QUALIFIED STUDENT


LOANS. DON'T ENTER MORE THAN $2500. 317.

2. ENTER THE AMOUNT FROM FORM 1040, LINE 7B 176,078.

3. ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE 1, LINES 10


THROUGH 19 PLUS ANY WRITE-IN ADJUSTMENTS YOU ENTERED ON
THE DOTTED LINE NEXT TO SCHEDULE 1, LINE 22

4. SUBTRACT LINE 3 FROM LINE 2 176,078.

5. ENTER THE AMOUNT SHOWN BELOW FOR YOUR FILING STATUS.


* SINGLE, HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER)-$70000.
* MARRIED FILING JOINTLY-$140000. 140,000.

6. IS THE AMOUNT ON LINE 4 MORE THAN THE AMOUNT ON LINE 5?


[ ] NO. SKIP LINES 6 AND 7, ENTER -0- ON LINE 8, AND GO TO
LINE 9
[X] YES. SUBTRACT LINE 5 FROM LINE 4 36,078.

7. DIVIDE LINE 6 BY $15,000 ($30,000 IF MARRIED FILING JOINTLY).


ENTER THE RESULT AS A DECIMAL (ROUNDED TO AT LEAST THREE
PLACES). IF THE RESULT IS 1.000 OR MORE, ENTER 1.000 1.000

8. MULTIPLY LINE 1 BY LINE 7 317.

9. STUDENT LOAN INTEREST DEDUCTION. SUBTRACT LINE 8 FROM }}}}}}}}}}}}}}


LINE 1. ENTER THE RESULT HERE AND ON SCHEDULE 1, LINE 20 0.

~~~~~~~~~~~~~~

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
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}

1. ENTER THE AMOUNT FROM FORM 1040, LINE 11B 125,867.


2. ENTER THE LOSS FROM SCHEDULE D, LINE 21, AS A POSITIVE AMOUNT 3,000.
3. COMBINE LINES 1 AND 2. IF ZERO OR LESS, ENTER -0- 128,867.
4. ENTER THE SMALLER OF LINE 2 OR LINE 3 3,000.

5. ENTER THE LOSS FROM SCHEDULE D, LINE 7, AS A POSITIVE AMOUNT


6. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,
LINE 15
7. ADD LINES 4 AND 6
8. SHORT-TERM CAPITAL LOSS CARRYOVER TO NEXT YEAR.
SUBTRACT LINE 7 FROM LINE 5. IF ZERO OR LESS, ENTER -0-

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 1 Estimated Arizona Taxable Income


1 Use the estimated tax worksheet attached to IRS Form 1040ES and enter here the amount shown as
income on your federal worksheet ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 00

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

Step 4 Deductions and Exemptions


14 If you plan to itemize deductions, enter the estimated total of your deductions.
If you do not plan to itemize deductions, see the instructions for the
allowable 2019 standard deduction ~~~~~~~~~~~~~~~~~~~~~ 14 00
15 Other Exemptions: Enter your allowable 2019 exemption amounts ~~~~~~ 15 00
16 Total deductions and exemptions: Add line 14 and line 15 ~~~~~~~~~~~~~~~~~~~~~~~~~ 16 00
17 Subtract line 16 from line 13 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 17 00

Step 5 Estimated Arizona Income Tax


18 Using Tax Table X or Y, use the amount on line 17 to calculate your Arizona estimated tax liability. Enter your
estimated tax liability here ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 18 00
19 Credits. (see instructions): Do not include income tax withholding on this line ~~~~~~~~~~~~~~~ 19 00
20 Subtract line 19 from line 18. Enter the difference. If line 19 is more than line 18, enter "0".
¥ If line 20 is "0", STOP. Based on amounts entered on lines 1 through 19, you do not need to make 2020
estimated payments.
¥ If there is an amount on line 20, complete lines 21 through 26 to calculate your required estimated tax
payment(s) 20 00
21 Enter 90% (.90) of line 20 ~~~~~~~~~~~~~~~~~~~~~~~~~~ 21 00
22 Enter the preceding year's Arizona tax liability if you were required to file and
did file a return for the preceding year, otherwise skip this line ~~~~~~~~ 22 00
23 If you entered an amount on line 22, enter the smaller of line 21 or line 22.
Otherwise, enter the amount from line 21 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 23 00
24 Total Arizona income tax expected to be withheld (include all employment and pensions) ~~~~~~~~~ 24 00
ADJUSTED TO:
25 Subtract line 24 from line 23, and base estimated payments on this amount ~~~~~~~~~~~~~~~~ 25 1,490 00
26 If the first payment you are required to make is due April 15, 2020, enter 1/4 of line 25 (minus
any 2019 overpayment that you are applying to this installment) here and on your 140ES ~~~~~~~~~ 26 1,490 00

ADOR 10575 (19) 937051 10-11-19 AZ Form 140ES


1 (2020) Page 2 of 2

09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1


Arizona Form FOR CALENDAR YEAR

140ES Individual Estimated Income Tax Payment 2020

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.

Payment for calendar year filers are due as follows:


1st Quarter - January to March I Due date is April 15, 2020.
2nd Quarter - April to June I Due date is June 15, 2020.
3rd Quarter - July to September I Due date is September 15, 2020.
X 4th Quarter - October to December I Due date is January 15, 2021.

Payment for fiscal year filers are due as follows:


1st Quarter - 15th day of the fourth month of the current fiscal year.
2nd Quarter - 15th day of the sixth month of the current fiscal year.
3rd Quarter - 15th day of the ninth month of the current fiscal year.
4th Quarter - 15th day of the first month of the next fiscal year.

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.

If you are mailing this payment


To ensure proper application of this payment, be sure that you:
u Complete and submit this form in its entirety. Do not cut this page in half.
u Make your check or money order payable to Arizona Department of Revenue.
u Write your SSN and tax year on your payment.
u If payment is made on behalf of a Nonresident Composite return, write "Composite 140NR"
on payment and include the tax year and entity's EIN.
u Include your payment with this form.
u Mail to Arizona Department of Revenue, PO Box 29085, Phoenix, AZ 85038-9085.
Be sure to review your estimated income and adjust your payments as necessary during the year.

If you are making an electronic payment


You can make this estimated payment by eCheck or credit card!
American Express K Visa K Discover Card K MasterCard
L L L
www.AZTaxes.gov
u Click on "Make a Payment" and select "140ES" as the Payment Type.
u Do not mail this form. We will apply this payment to your account.

937052 10-11-19

ADOR 10575 (19) AZ Form 140ES (2020) Page 1 of 2

2
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form FOR CALENDAR YEAR

140ES Individual Estimated Income Tax Payment 2020

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.

Payment for calendar year filers are due as follows:


1st Quarter - January to March I Due date is April 15, 2020.
2nd Quarter - April to June I Due date is June 15, 2020.
X 3rd Quarter - July to September I Due date is September 15, 2020.
4th Quarter - October to December I Due date is January 15, 2021.

Payment for fiscal year filers are due as follows:


1st Quarter - 15th day of the fourth month of the current fiscal year.
2nd Quarter - 15th day of the sixth month of the current fiscal year.
3rd Quarter - 15th day of the ninth month of the current fiscal year.
4th Quarter - 15th day of the first month of the next fiscal year.

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.

If you are mailing this payment


To ensure proper application of this payment, be sure that you:
u Complete and submit this form in its entirety. Do not cut this page in half.
u Make your check or money order payable to Arizona Department of Revenue.
u Write your SSN and tax year on your payment.
u If payment is made on behalf of a Nonresident Composite return, write "Composite 140NR"
on payment and include the tax year and entity's EIN.
u Include your payment with this form.
u Mail to Arizona Department of Revenue, PO Box 29085, Phoenix, AZ 85038-9085.
Be sure to review your estimated income and adjust your payments as necessary during the year.

If you are making an electronic payment


You can make this estimated payment by eCheck or credit card!
American Express K Visa K Discover Card K MasterCard
L L L
www.AZTaxes.gov
u Click on "Make a Payment" and select "140ES" as the Payment Type.
u Do not mail this form. We will apply this payment to your account.

937052 10-11-19

ADOR 10575 (19) AZ Form 140ES (2020) Page 1 of 2

3
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form FOR CALENDAR YEAR

140ES Individual Estimated Income Tax Payment 2020

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.

Payment for calendar year filers are due as follows:


1st Quarter - January to March I Due date is April 15, 2020.
X 2nd Quarter - April to June I Due date is June 15, 2020.
3rd Quarter - July to September I Due date is September 15, 2020.
4th Quarter - October to December I Due date is January 15, 2021.

Payment for fiscal year filers are due as follows:


1st Quarter - 15th day of the fourth month of the current fiscal year.
2nd Quarter - 15th day of the sixth month of the current fiscal year.
3rd Quarter - 15th day of the ninth month of the current fiscal year.
4th Quarter - 15th day of the first month of the next fiscal year.

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.

If you are mailing this payment


To ensure proper application of this payment, be sure that you:
u Complete and submit this form in its entirety. Do not cut this page in half.
u Make your check or money order payable to Arizona Department of Revenue.
u Write your SSN and tax year on your payment.
u If payment is made on behalf of a Nonresident Composite return, write "Composite 140NR"
on payment and include the tax year and entity's EIN.
u Include your payment with this form.
u Mail to Arizona Department of Revenue, PO Box 29085, Phoenix, AZ 85038-9085.
Be sure to review your estimated income and adjust your payments as necessary during the year.

If you are making an electronic payment


You can make this estimated payment by eCheck or credit card!
American Express K Visa K Discover Card K MasterCard
L L L
www.AZTaxes.gov
u Click on "Make a Payment" and select "140ES" as the Payment Type.
u Do not mail this form. We will apply this payment to your account.

937052 10-11-19

ADOR 10575 (19) AZ Form 140ES (2020) Page 1 of 2

4
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form FOR CALENDAR YEAR

140ES Individual Estimated Income Tax Payment 2020

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.

Payment for calendar year filers are due as follows:


X 1st Quarter - January to March I Due date is April 15, 2020.
2nd Quarter - April to June I Due date is June 15, 2020.
3rd Quarter - July to September I Due date is September 15, 2020.
4th Quarter - October to December I Due date is January 15, 2021.

Payment for fiscal year filers are due as follows:


1st Quarter - 15th day of the fourth month of the current fiscal year.
2nd Quarter - 15th day of the sixth month of the current fiscal year.
3rd Quarter - 15th day of the ninth month of the current fiscal year.
4th Quarter - 15th day of the first month of the next fiscal year.

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.

If you are mailing this payment


To ensure proper application of this payment, be sure that you:
u Complete and submit this form in its entirety. Do not cut this page in half.
u Make your check or money order payable to Arizona Department of Revenue.
u Write your SSN and tax year on your payment.
u If payment is made on behalf of a Nonresident Composite return, write "Composite 140NR"
on payment and include the tax year and entity's EIN.
u Include your payment with this form.
u Mail to Arizona Department of Revenue, PO Box 29085, Phoenix, AZ 85038-9085.
Be sure to review your estimated income and adjust your payments as necessary during the year.

If you are making an electronic payment


You can make this estimated payment by eCheck or credit card!
American Express K Visa K Discover Card K MasterCard
L L L
www.AZTaxes.gov
u Click on "Make a Payment" and select "140ES" as the Payment Type.
u Do not mail this form. We will apply this payment to your account.

937052 10-11-19

ADOR 10575 (19) AZ Form 140ES (2020) Page 1 of 2

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 *

LANCE R. SLOAN your *** ** 6293


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

NITA L. SLOAN *** ** 9912


PART 1 - PURPOSE *Do Not Truncate
¥ 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
Must be present when requesting direct debit or deposit.
1 Arizona Adjusted Gross Income ~ 176,078 00 Foreign Account Deposit/Debit: See instructions below .
2 Balance Of Tax ~~~~~~~~ 4,982 00 TYPE OF ACCOUNT ROUTING NUMBER
3 Arizona Income Tax Withheld ~~ 3,500 00 Checking Savings
Check box 4 or box 5: ACCOUNT NUMBER
4 REFUND: Enter the amount of refund ~~~~~~~ 00
5 X AMOUNT YOU OWE: Enter the amount owed ~~ 1,550 00 DIRECT DEBIT REQUEST DATE DIRECT DEBIT PAYMENT AMOUNT
$
Box 4 Checkbox - Refund: You are due a refund based on the information provided Foreign Account Deposit/Debit Checkbox: Check the "Foreign Account
on your tax return. Your refund amount will be deposited in the account listed in the Deposit/Debit" box if your deposit will be ultimately placed in or come
Financial Institution Information Section (Part 3). from a foreign account. If you check this box, do not enter your account
Box 5 Checkbox - Amount You Owe: You owe taxes based on the information provided on your numbers. If this box is checked, we will not direct deposit or debit your
tax return. You have elected to direct debit for payment. The payment will be withdrawn from the account. If you are due a refund, we will send you a check instead. If you
account and on the date listed in the Financial Institution Information Section (Part 3). owe tax, you must mail a check to the Arizona Department of
Revenue, PO Box 29085, Phoenix, AZ 85038-9085.
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 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

ADOR 10549 (19) 937361 10-13-19


6
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form Arizona Individual Income Tax EPV
AZ-140V Payment Voucher for Electronic Filing 2019

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

Enter the amount of payment enclosed ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $ 1,550 00

If you are mailing this payment


To ensure proper application of this payment, be sure that you:
U Do not send cash.
U Make your check or money order payable to Arizona Department of Revenue.
U Write your SSN and "2019 Tax" on your payment.
U Include your payment with this form.
U Mail to Arizona Department of Revenue, PO Box 29085, Phoenix, AZ 85038-9085.

If you are making an electronic payment

You can make this 140V payment by eCheck or credit card!


American Express ;< Visa ;< Discover Card ;< MasterCard
www.AZTaxes.gov
U Click on "Make a Payment" and select "140V" as the Payment Type.
U Do not mail this form. We will apply this payment to your account.

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.

ADOR 10944 (19)

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.

1 NITA L. SLOAN SSN(s). *** ** 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 Last Names Used in Last Four Prior Year(s)(if different)
3 GLENDALE AZ 85305 97
4 X Married filing joint return 4a Injured Spouse Protection of Joint Overpayment REVENUE USE ONLY. DO NOT MARK IN THIS AREA.
5 Head of household: Enter name of qualifying child or dependent on next line: 88

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

76 Estimated payment penalty ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 76 33 00


77 77 1 Annualized/Other 77 2 Farmer or Fisherman 77 3 X
Form 221 included

78 Add lines 64 through 74 and 76; enter the total 78 33 00


79 REFUND: Subtract line 78 from line 63. If less than zero, enter amount owed on line 80 79 00
Direct Deposit of Refund: Check box 79A if your deposit will be ultimately placed in a foreign account; see instr. 79 A
ROUTING ACCOUNT
98 C Checking or S Savings NUMBER NUMBER
80 AMOUNT OWED: Add lines 60 and 78. Make check payable to Arizona Department of Revenue; write your SSN on payment;
and include with your return ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 80 1,515 00
SEE STATEMENT FOR INTEREST AND PENALTIES NOT INCLUDED
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.

| OPERATIONS MANAGER
YOUR SIGNATURE DATE OCCUPATION

| REAL ESTATE APPRAISER


SPOUSE'S SIGNATURE DATE SPOUSE'S OCCUPATION

CHRISTOS ZATTAS, 10/07/20 ANDERSON LAW GROUP, PLLC


PAID PREPARER'S SIGNATURE DATE FIRM'S NAME (PREPARER'S IF SELF-EMPLOYED)

3225 MCLEOD DRIVE P01879963


PAID PREPARER'S STREET ADDRESS PAID PREPARER'S TIN

LAS VEGAS, NV 89121 888-969-2677


PAID PREPARER'S CITY STATE ZIP CODE PAID PREPARER'S PHONE NUMBER

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).

ADOR 10413 (19) 937011 10-11-19 AZ Form 140 (2019) Page 2 of 5


9
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Your Name (as shown on page 1) Your Social Security Number
LANCE R. & NITA L. SLOAN *** ** 6293

2019 Form 140 - Standard Deduction Increase


for Charitable Contributions

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.

C1 Gifts by cash or check C1 6,295 00

C2 Other than by cash or check C2 00

C3 Carryover from prior year C3 00

C4 Add lines C1 through C3 C4 6,295 00


C5 Enter the total amount of charitable contributions for which you are claiming a
credit under Arizona law for the current or prior tax year C5 00

C6 Subtract line C5 from line C4 and enter the difference C6 6,295 00

C7 Multiply line C6 by 25% (.25). Enter the result C7 1,574 00

¥ Enter the amount shown on line C7 on page 2, line 44.


¥ Be sure to check box 43S for Standard Deduction on line 43.
¥ Check box 44C for charitable deductions on line 44. If you do not check this box, you may be denied the increased
standard deduction.

937013 10-11-19 ADOR 10413 (19)


AZ Form 140 (2019) Page 3 of 5
10
09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Arizona Form Underpayment of Estimated Tax by Individuals 2019
221 Include with your return.
Name (first, middle initial, last) If joint return, also give spouse's name and middle initial Social Security Number
LANCE R. & NITA L. SLOAN *** ** 6293
Part A Calculation of Underpayment
1 I am claiming an exception from the imposition of the estimated payment penalty because I qualified for federal relief under IRC ¤ 6654. Check box and
see instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1
2 Amount of tax for 2019 from Form 140, Form 140PY, or Form 140NR ~~~~~~~~~~~~~~~~~~~~~~~~~ 2 4,982 00
3 Tax credits claimed on your 2019 Arizona return ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 00
4 Subtract line 3 from line 2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 4,982 00
5 Arizona tax withheld during 2019. Do not include any estimated tax payments or extension payments on this line ~~~~~~~ 5 3,500 00
6 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 1,482 00
7 Multiply line 4 by 90% (.90) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 4,484 00
8 Enter the immediately preceding year's tax liability after tax credits. See instructions ~~~~~~~~~~~~~~~~~~~ 8 6,614 00
9 Required Annual Payment: Enter the lesser of line 7 or line 8 9 4,484 00
(a) (b) (c) (d)
10 Payment date ~~~~~~~~~~~~~~~~~~~~ 10 Apr-15-2019 Jun-15-2019 Sep-15-2019 Jan-15-2020
11 Divide the amount on line 9 by the number of payments required 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 worksheet in each column of line 11 ~ 11 1,121 1,121 1,121 1,121
12 Estimated tax paid and income tax withheld. See instructions 12 875 875 875 875
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 ~~~~~~~~~~~~~~~~~ 14 875 875 875 875
15 Underpayment: Subtract line 14 from line 11; or
Overpayment: Subtract line 11 from line 14 15 246 246 246 246
Part B Underpayment of Estimated Tax Penalty
16 Rate Period One: 6% (Apr-15-19 through Jun-30-19)
Computation starting date for this period ~~~~~~~~ 16 Apr-15-19 Jun-15-19
17 Number of days after the date on line 16 through the date
the amount on line 15 was paid or June 30, 2019
whichever is earlier ~~~~~~~~~~~~~~~~~ 17 Days: Days:
18 Underpayment on line 15 x Number of days on line 17 x 6%
365 18
19 Rate Period Two: 5% (Jul-1-19 through Sep-30-19)
Computation starting date for this period ~~~~~~~~ 19 Jun-30-19 Jun-30-19 Sep-15-19
20 Number of days after the date on line 19 through the date
the amount on line 15 was paid or September 30, 2019
whichever is earlier ~~~~~~~~~~~~~~~~~~ 20 Days: Days: Days:
21 Underpayment on line 15 x Number of days on line 20 x 5%
365 21
22 Rate Period Three: 5% (Oct-1-19 through Dec-31-19)
Computation starting date for this period ~~~~~~~~ 22 Sep-30-19 Sep-30-19 Sep-30-19
23 Number of days after the date on line 22 through the date
the amount on line 15 was paid or December 31, 2019
whichever is earlier ~~~~~~~~~~~~~~~~~~ 23 Days: Days: Days:
24 Underpayment on line 15 x Number of days on line 23 x 5%
365 24
25 Rate Period Four: 5% (Jan-1-20 through Apr-15-20)
Computation starting date for this period ~~~~~~~~ 25 Dec-31-19 Dec-31-19 Dec-31-19 Jan-15-20
26 Number of days after the date on line 25 through the date
the amount on line 15 was paid or April 15, 2020
whichever is earlier 26 Days: Days: Days: Days:
27 Underpayment on line 15 plus any penalty x Number of days on line 26 x 5%
from Rate Period 1, 2, and 3 if the
underpayment is unpaid as of Jan-1-20 366 27
28 Penalty:
Column (a) - Add lines 18, 21, 24, 27. Enter total on line 28 of col. (a). SEE PENALTY WORKSHEET
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).
Column (d) - Enter the amount from column (d), line 27~~ 28
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) 30a 33 00 Waiver request 30b 00 Subtract 30b from 30a 30c 33 00
ADOR 10642 (19) 937521 02-04-20 *Percentage rate to be announced
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09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
Your Name (as shown on page 1) Your Social Security Number
LANCE R. & NITA L. SLOAN ***-**-6293
Annualized Income Installment Worksheet
Complete lines 1 through 23 of one column before completing the next column.

Jan-1-19 Jan-1-19 Jan-1-19 Jan-1-19


to to to to
Mar-31-19 May-31-19 Aug-31-19 Dec-31-19

1 Enter your Arizona adjusted gross income without your


dependent, qualifying parent or grandparent, blind, or over
65 exemptions for each period ~~~~~~~~~~~~~~~~~ 1
2 Annualization amounts ~~~~~~~~~~~~~~~~~~~~~ 2 4.0 2.4 1.5 1.0
3 Annualized income: Multiply line 1 by line 2 ~~~~~~~~~~~~ 3
4 Enter your itemized deductions for the period shown in each
column. If you do not itemize, enter "0" and skip to line 7 ~~~~~~ 4
5 Annualized amounts ~~~~~~~~~~~~~~~~~~~~~~ 5 4.0 2.4 1.5 1.0
6 Annualized itemized deductions: Multiply line 4 by line 5 ~~~~~~ 6
7 Enter your standard deduction from Arizona Form 140,
Form 140PY, or Form 140NR ~~~~~~~~~~~~~~~~~~ 7
8 Enter the amount from line 6 or line 7, whichever is larger ~~~~~~ 8
9 Subtract line 8 from line 3 ~~~~~~~~~~~~~~~~~~~ 9
10 Enter the amount allowed for personal, blind, over 65, qualifying
parent or grandparent, and other exemptions claimed on your
Arizona Form 140, Form 140PY, or Form 140NR ~~~~~~~~~~ 10
11 Subtract line 10 from line 9 ~~~~~~~~~~~~~~~~~~~ 11

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

ADOR 10642 (19) AZ Form 221 (2019) Page 2 of 2

937531 10-13-19
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09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
UNDERPAYMENT OF ESTIMATED TAX WORKSHEET AZ

Name(s) Identifying Number

LANCE R. & NITA L. SLOAN ***-**-6293


(A) (B) (C) (D) (E) (F)
Adjusted Number Days Daily
*Date Amount Balance Due Balance Due Penalty Rate Penalty

-0-

04/15/19 1,121. 1,121.

04/15/19 -875. 246. 61 .000164384 2.

06/15/19 1,121. 1,367.

06/15/19 -875. 492. 15 .000164384 1.

06/30/19 0. 492. 77 .000136986 5.

09/15/19 1,121. 1,613.

09/15/19 -875. 738. 107 .000136986 11.

12/31/19 0. 738. 15 .000136612 2.

01/15/20 1,121. 1,859.

01/15/20 -875. 984. 91 .000136612 12.

Penalty Due (Sum of Column F). ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 33.

* Date of estimated tax payment, withholding


credit date or installment due date.

912511
04-01-19
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09461008 149078 SLOANL 2019.04030 SLOAN, LANCE R SLOANL_1
LANCE R. & NITA L. SLOAN ***-**-6293
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AZ 140 AMOUNT OWED WITH PENALTIES AND INTEREST STATEMENT 1
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DESCRIPTION AMOUNT
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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

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