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1040 U.S.

Individual Income Tax Return 2020 (99)


Form Department of the Treasury—Internal Revenue Service

OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

Filing Status Single 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 your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
one box.
person is a child but not your dependent a
Your first name and middle initial Last name Your social security number
Andrew Bedell J Bedell 333-84-7289
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
220 E Illinois St 4803 Check here if you, or your
spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
to go to this fund. Checking a
Chicago IL 606115134 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse

At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes No

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, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4)  if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four
dependents,
see instructions
and check
here a
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1 384,839.
Attach 2a Tax-exempt interest . . . 2a 2b 45.
b Taxable interest . . . . .
Sch. B if
required.
3a Qualified dividends . . . 3a 346. b Ordinary dividends . . . . . 3b 346.
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b
Standard 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
Deduction for—
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . a 7 10,837.
• Single or
Married filing 8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . 8 -29,963.
separately,
$12,400 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . a 9 366,104.
• Married filing 10 Adjustments to income:
jointly or
Qualifying a From Schedule 1, line 22 . . . . . . . . . . . . . . 10a
widow(er),
$24,800
b Charitable contributions if you take the standard deduction. See instructions 10b
• Head of c Add lines 10a and 10b. These are your total adjustments to income . . . . . . . . a 10c
household,
$18,650 11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . a 11 366,104.
• If you checked 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 12,400.
any box under
Standard 13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . 13 0.
Deduction,
see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 12,400.
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . 15 353,704.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)
Form 1040 (2020) Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 98,522.
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 98,522.
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . 19
20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 98,522.
23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . 23 2,091.
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . a 24 100,613.
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 125,008.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . 25c 1,664.
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 126,672.
• If you have a 26 2020 estimated tax payments and amount applied from 2019 return . . . . . . . . . . 26
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27
attach Sch. EIC.
• If you have 28 Additional child tax credit. Attach Schedule 8812 . . . . . . . 28
nontaxable 29 American opportunity credit from Form 8863, line 8 . . . . . . . 29
combat pay,
see instructions. 30 Recovery rebate credit. See instructions . . . . . . . . . . 30
31 Amount from Schedule 3, line 13 . . . . . . . . . . . . 31
32 Add lines 27 through 31. These are your total other payments and refundable credits . . . a 32
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . a 33 126,672.
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 26,059.
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . a 35a 26,059.
Direct deposit? ab Routing number 1 0 1 2 0 5 6 8 1 a c Type: Checking Savings
See instructions. ad Account number 3 9 9 0 0 0 0 0 X 7 8 2 6 8 8 7 0
36 Amount of line 34 you want applied to your 2021 estimated tax . . a 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe now . . . . . . . . . . a 37
You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
For details on 2020. See Schedule 3, line 12e, and its instructions for details.
how to pay, see
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . a 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . a Yes. Complete below. No
Designee’s Phone Personal identification
name a no. a number (PIN) a
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
Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
F

Joint return? Marketer (see inst.) a


See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. (see inst.) a
Phone no. Email address
Preparer’s name Preparer’s signature Date PTIN Check if:
Paid Self-employed
Preparer Firm’s name a Self-Prepared Phone no.
Use Only Firm’s address a Firm’s EIN a

Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 04/20/21 Intuit.cg.cfp.sp Form 1040 (2020)
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
(Form 1040)
Department of the Treasury
a Attach to Form 1040, 1040-SR, or 1040-NR. 2020
Attachment
Internal Revenue Service a Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
Andrew Bedell J Bedell 333-84-7289
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) a
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . 3 -29,963.
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income. List type and amount a
8
9 Combine lines 1 through 8. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 -29,963.
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 . . . . . . . . . . . . . . . . . . . . a
c Date of original divorce or separation agreement (see instructions) a
19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . 20
21 Tuition and fees deduction. Attach Form 8917 . . . . . . . . . . . . . . . 21
22 Add lines 10 through 21. These are your adjustments to income. Enter here and
on Form 1040, 1040-SR, or 1040-NR, line 10a . . . . . . . . . . . . . . . 22
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 04/20/21 Intuit.cg.cfp.sp Schedule 1 (Form 1040) 2020
SCHEDULE 2 OMB No. 1545-0074
Additional Taxes
(Form 1040)
Department of the Treasury
a Attach to Form 1040, 1040-SR, or 1040-NR. 2020
Attachment
Internal Revenue Service a Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
Andrew Bedell J Bedell 333-84-7289
Part I Tax
1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . 1
2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . 2
3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3
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 2,091.
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 23, or Form 1040-NR, line 23b . . . . . . . . . . . . 10 2,091.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 04/20/21 Intuit.cg.cfp.sp Schedule 2 (Form 1040) 2020
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

2020
(Form 1040) (Sole Proprietorship)
a Go to www.irs.gov/ScheduleC for instructions and the latest information.
Department of the Treasury Attachment
Internal Revenue Service (99) a Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships generally must file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)
Andrew Bedell J Bedell 333-84-7289
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
Marketing (Paid Ads) a 5 4 1 8 0 0
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
Discovery Marketing LLC 8 2 4 1 3 8 1 6 0
E Business address (including suite or room no.) a 220 E Illinois St, Apt. 4803
City, town or post office, state, and ZIP code Chicago, IL 60611-5134
F Accounting method: (1) Cash (2) Accrual (3) Other (specify) a
G Did you “materially participate” in the operation of this business during 2020? If “No,” see instructions for limit on losses . Yes No
H If you started or acquired this business during 2020, check here . . . . . . . . . . . . . . . . . a

I Did you make any payments in 2020 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes No
J If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . a 1 106,052.
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3 106,052.
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 106,052.
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . a 7 106,052.
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . 8 78,670. 18 Office expense (see instructions) 18 0.
9 Car and truck expenses (see 19 Pension and profit-sharing plans . 19
instructions) . . . . . 9 20 Rent or lease (see instructions):
10 Commissions and fees . 10 15. a Vehicles, machinery, and equipment 20a
11 Contract labor (see instructions) 11 29,263. b Other business property . . . 20b 822.
12 Depletion . . . . . 12 21 Repairs and maintenance . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 4,672.
expense deduction (not
included in Part III) (see 23 Taxes and licenses . . . . . 23
instructions) . . . . . 13 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . 24a 8,737.
(other than on line 19) . . 14 b Deductible meals (see
15 Insurance (other than health) 15 instructions) . . . . . . . 24b 3,755.
16 Interest (see instructions): 25 Utilities . . . . . . . . 25
a Mortgage (paid to banks, etc.) 16a 26 Wages (less employment credits) . 26
b Other . . . . . . 16b 27a Other expenses (from line 48) . . 27a 9,911.
17 Legal and professional services
17 170. b Reserved for future use . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . a 28 136,015.
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 -29,963.
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Simplified method filers only: Enter the total square footage of (a) your home:
and (b) the part of your home used for business: . Use the Simplified
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30

}
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. 31 -29,963.
• If a loss, you must go to line 32.

}
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule
SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and trusts, enter on 32a All investment is at risk.
Form 1041, line 3. 32b Some investment is not
at risk.
• If you checked 32b, you must attach Form 6198. Your loss may be limited.
For Paperwork Reduction Act Notice, see the separate instructions. BAA REV 04/20/21 Intuit.cg.cfp.sp Schedule C (Form 1040) 2020
Schedule C (Form 1040) 2020 Page 2
Part III Cost of Goods Sold (see instructions)

33 Method(s) used to
value closing inventory: a Cost b Lower of cost or market c Other (attach explanation)
34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If “Yes,” attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

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

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

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

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

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

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

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

42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . 42
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9
and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must
file Form 4562.

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

44 Of the total number of miles you drove your vehicle during 2020, enter the number of miles you used your vehicle for:

a Business b Commuting (see instructions) c Other

45 Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . Yes No

46 Do you (or your spouse) have another vehicle available for personal use?. . . . . . . . . . . . . . Yes No

47a Do you have evidence to support your deduction? . . . . . . . . . . . . . . . . . . . . Yes No

b If “Yes,” is the evidence written? . . . . . . . . . . . . . . . . . . . . . . . . . Yes No


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

Apps/software/web services 6,529.

Memberships/subscriptions 99.

Other business expenses 3,283.

48 Total other expenses. Enter here and on line 27a . . . . . . . . . . . . . . . . 48 9,911.


REV 04/20/21 Intuit.cg.cfp.sp Schedule C (Form 1040) 2020
SCHEDULE D OMB No. 1545-0074
(Form 1040)
Capital Gains and Losses
a
a Attach to Form 1040, 1040-SR, or 1040-NR.
Go to www.irs.gov/ScheduleD for instructions and the latest information.
2020
Department of the Treasury Attachment
Internal Revenue Service (99) a 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


Andrew Bedell J Bedell 333-84-7289
Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? Yes No
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 enter on the (g) (h) Gain or (loss)
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 cents to (sales price) (or other basis) Form(s) 8949, Part I, combine the result
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 . . . . . . . . . . . . . 53,578. 42,741. 10,837.
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 the back . . . . . . 7 10,837.
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 enter on the (g) (h) Gain or (loss)
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 cents to (sales price) (or other basis) Form(s) 8949, Part II, combine the result
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. See the instructions . . . . . . . . . . . . . . . . . . . 13
14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover
Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . 14 ( )
15 Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then, go to Part III
on the back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 04/20/21 Intuit.cg.cfp.sp Schedule D (Form 1040) 2020
Schedule D (Form 1040) 2020 Page 2

Part III Summary

16 Combine lines 7 and 15 and enter the result . . . . . . . . . . . . . . . . . . 16 10,837.

• If line 16 is a gain, enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 7.
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, 1040-SR, or
1040-NR, line 7. 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 . . . . . . . . . . . . . . . . . a 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 . . . . . . . . . a 19

20 Are lines 18 and 19 both zero or blank and are you not filing Form 4952?
Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 16. 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, 1040-SR, or 1040-NR, line 7, the smaller of:

• The loss on line 16; or


• ($3,000), or if married filing separately, ($1,500) } . . . . . . . . . . . . . . . 21 ( )

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

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

Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 16.

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

REV 04/20/21 Intuit.cg.cfp.sp Schedule D (Form 1040) 2020


8949 Sales and Other Dispositions of Capital Assets
OMB No. 1545-0074

2020
Form
a Go to www.irs.gov/Form8949 for instructions and the latest information.
Department of the Treasury Attachment
a File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.
Internal Revenue Service Sequence No. 12A
Name(s) shown on return Social security number or taxpayer identification number
Andrew Bedell J Bedell 333-84-7289
Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute
statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your
broker and may even tell you which box to check.
Part I Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see
instructions). For long-term transactions, see page 2.
Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was
reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on
Schedule D, line 1a; you aren’t required to report these transactions on Form 8949 (see instructions).
You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions,
complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page
for one or more of the boxes, complete as many forms with the same box checked as you need.
(A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
(B) Short-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
(C) Short-term transactions not reported to you on Form 1099-B
Adjustment, if any, to gain or loss.
1 (e) If you enter an amount in column (g), (h)
(c) (d) Cost or other basis. enter a code in column (f). Gain or (loss).
(a) (b) See the separate instructions.
Date sold or Proceeds See the Note below Subtract column (e)
Description of property Date acquired
disposed of (sales price) and see Column (e) from column (d) and
(Example: 100 sh. XYZ Co.) (Mo., day, yr.)
(Mo., day, yr.) (see instructions) in the separate (f) (g) combine the result
instructions Code(s) from Amount of with column (g)
instructions adjustment

PAYPAL HLDGS INC COM 100 02/28/20 03/11/20 10,728. 10,639. 89.

TESLA INC COM 50 01/02/20 03/11/20 32,145. 21,520. 10,625.

TWITTER INC COM USD0.000005 325 02/28/20 03/11/20 10,705. 10,582. 123.

2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract
negative amounts). Enter each total here and include on your
Schedule D, line 1b (if Box A above is checked), line 2 (if Box B
above is checked), or line 3 (if Box C above is checked) a 53,578. 42,741. 10,837.
Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an
adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 04/20/21 Intuit.cg.cfp.sp Form 8949 (2020)
8995-A Qualified Business Income Deduction OMB No. 1545-2294

2020
Form
a Attach to your tax return.
Department of the Treasury Attachment
Internal Revenue Service a Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55A
Name(s) shown on return Your taxpayer identification number
Andrew Bedell J Bedell 333-84-7289
Note: You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions. Use this form if your taxable income, before your
qualified business income deduction, is above $163,300 ($326,600 if married filing jointly), or you’re a patron of an agricultural or
horticultural cooperative.
Part I Trade, Business, or Aggregation Information
Complete Schedules A, B, and/or C (Form 8995-A), as applicable, before starting Part I. Attach additional worksheets when needed.
See instructions.
(b) Check if (c) Check if (d) Taxpayer (e) Check if
1 (a) Trade, business, or aggregation name
specified service aggregation identification number patron

C
Part II Determine Your Adjusted Qualified Business Income
A B C

2 Qualified business income from the trade, business, or aggregation.


See instructions . . . . . . . . . . . . . . . . . 2
3 Multiply line 2 by 20% (0.20). If your taxable income is $163,300
or less ($326,600 if married filing jointly), skip lines 4 through 12
and enter the amount from line 3 on line 13 . . . . . . . 3
4 Allocable share of W-2 wages from the trade, business, or
aggregation . . . . . . . . . . . . . . . . . . 4
5 Multiply line 4 by 50% (0.50) . . . . . . . . . . . . 5
6 Multiply line 4 by 25% (0.25) . . . . . . . . . . . . 6
7 Allocable share of the unadjusted basis immediately after
acquisition (UBIA) of all qualified property . . . . . . . . 7
8 Multiply line 7 by 2.5% (0.025) . . . . . . . . . . . . 8
9 Add lines 6 and 8 . . . . . . . . . . . . . . . . 9
10 Enter the greater of line 5 or line 9 . . . . . . . . . . . 10
11 W-2 wage and UBIA of qualified property limitation. Enter the
smaller of line 3 or line 10 . . . . . . . . . . . . . 11
12 Phased-in reduction. Enter the amount from line 26, if any. See
instructions . . . . . . . . . . . . . . . . . . 12
13 Qualified business income deduction before patron reduction.
Enter the greater of line 11 or line 12 . . . . . . . . . . 13
14 Patron reduction. Enter the amount from Schedule D (Form 8995-A),
line 6, if any. See instructions . . . . . . . . . . . . 14
15 Qualified business income component. Subtract line 14 from line 13 15
16 Total qualified business income component. Add all amounts
reported on line 15 . . . . . . . . . . . . . . . a 16
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. REV 04/20/21 Intuit.cg.cfp.sp Form 8995-A (2020)
Form 8995-A (2020) Page 2
Part III Phased-in Reduction
Complete Part III only if your taxable income is more than $163,300 but not $213,300 ($326,600 and $426,600 if married filing jointly)
and line 10 is less than line 3. Otherwise, skip Part III.

A B C

17 Enter the amounts from line 3 . . . . . . . . . . . . 17


18 Enter the amounts from line 10 . . . . . . . . . . . . 18
19 Subtract line 18 from line 17 . . . . . . . . . . . . 19
20 Taxable income before qualified business
income deduction . . . . . . . . 20
21 Threshold. Enter $163,300 ($326,600 if
married filing jointly) . . . . . . . 21
22 Subtract line 21 from line 20 . . . . 22
23 Phase-in range. Enter $50,000 ($100,000 if
married filing jointly) . . . . . . . 23
24 Phase-in percentage. Divide line 22 by line 23 24 %
25 Total phase-in reduction. Multiply line 19 by line 24 . . . . . 25
26 Qualified business income after phase-in reduction. Subtract line
25 from line 17. Enter this amount here and on line 12, for the
corresponding trade or business . . . . . . . . . . . 26
Part IV Determine Your Qualified Business Income Deduction
27 Total qualified business income component from all qualified trades,
businesses, or aggregations. Enter the amount from line 16 . . . . . . 27
28 Qualified REIT dividends and publicly traded partnership (PTP) income or
(loss). See instructions . . . . . . . . . . . . . . . . . . 28
29 Qualified REIT dividends and PTP (loss) carryforward from prior years . . . 29 ( )
30 Total qualified REIT dividends and PTP income. Combine lines 28 and 29. If
less than zero, enter -0- . . . . . . . . . . . . . . . . . . 30
31 REIT and PTP component. Multiply line 30 by 20% (0.20) . . . . . . . 31
32 Qualified business income deduction before the income limitation. Add lines 27 and 31 . . . . a 32
33 Taxable income before qualified business income deduction . . . . . . 33
34 Net capital gain. See instructions . . . . . . . . . . . . . . . 34
35 Subtract line 34 from line 33. If zero or less, enter -0- . . . . . . . . . . . . . . . . 35
36 Income limitation. Multiply line 35 by 20% (0.20) . . . . . . . . . . . . . . . . . . 36
37 Qualified business income deduction before the domestic production activities deduction (DPAD)
under section 199A(g). Enter the smaller of line 32 or line 36 . . . . . . . . . . . . . a 37
38 DPAD under section 199A(g) allocated from an agricultural or horticultural cooperative. Don’t enter
more than line 33 minus line 37 . . . . . . . . . . . . . . . . . . . . . . . 38
39 Total qualified business income deduction. Add lines 37 and 38 . . . . . . . . . . . . a 39
40 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 28 and 29. If zero or
greater, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 ( )
Form 8995-A (2020)
Form 8959 a
Additional Medicare Tax
If any line does not apply to you, leave it blank. See separate instructions.
a
OMB No. 1545-0074

2020
Department of the Treasury Attach to Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Attachment
Internal Revenue Service a Go to www.irs.gov/Form8959 for instructions and the latest information. Sequence No. 71
Name(s) shown on return Your social security number
Andrew Bedell J Bedell 333-84-7289
Part I Additional Medicare Tax on Medicare Wages
1 Medicare wages and tips from Form W-2, box 5. If you have more than one
Form W-2, enter the total of the amounts from box 5 . . . . . . . . 1 384,839.
2 Unreported tips from Form 4137, line 6 . . . . . . . . . . . . . 2
3 Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . 3
4 Add lines 1 through 3 . . . . . . . . . . . . . . . . . . . 4 384,839.
5 Enter the following amount for your filing status:
Married filing jointly . . . . . . . . . . . . . . . $250,000
Married filing separately . . . . . . . . . . . . . . $125,000
Single, Head of household, or Qualifying widow(er) . . . . . $200,000 5 200,000.
6 Subtract line 5 from line 4. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 6 184,839.
7 Additional Medicare Tax on Medicare wages. Multiply line 6 by 0.9% (0.009). Enter here and go to
Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1,664.
Part II Additional Medicare Tax on Self-Employment Income
8 Self-employment income from Schedule SE (Form 1040), Part I, line 6. If you
had a loss, enter -0- (Form 1040-PR or 1040-SS filers, see instructions.) . . 8
9 Enter the following amount for your filing status:
Married filing jointly . . . . . . . . . . . . . . . . $250,000
Married filing separately . . . . . . . . . . . . . . $125,000
Single, Head of household, or Qualifying widow(er) . . . . . $200,000 9
10 Enter the amount from line 4 . . . . . . . . . . . . . . . . 10
11 Subtract line 10 from line 9. If zero or less, enter -0- . . . . . . . . . 11
12 Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 12
13 Additional Medicare Tax on self-employment income. Multiply line 12 by 0.9% (0.009). Enter here and
go to Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Part III Additional Medicare Tax on Railroad Retirement Tax Act (RRTA) Compensation
14 Railroad retirement (RRTA) compensation and tips from Form(s) W-2, box 14
(see instructions) . . . . . . . . . . . . . . . . . . . . 14
15 Enter the following amount for your filing status:
Married filing jointly . . . . . . . . . . . . . . . $250,000
Married filing separately . . . . . . . . . . . . . . $125,000
Single, Head of household, or Qualifying widow(er) . . . . . $200,000 15
16 Subtract line 15 from line 14. If zero or less, enter -0- . . . . . . . . . . . . . . . . 16
17 Additional Medicare Tax on railroad retirement (RRTA) compensation. Multiply line 16 by 0.9% (0.009).
Enter here and go to Part IV . . . . . . . . . . . . . . . . . . . . . . . . . 17
Part IV Total Additional Medicare Tax
18 Add lines 7, 13, and 17. Also include this amount on Schedule 2 (Form 1040), line 8 (check box a)
(Form 1040-PR or 1040-SS filers, see instructions), and go to Part V . . . . . . . . . . . 18 1,664.
Part V Withholding Reconciliation
19 Medicare tax withheld from Form W-2, box 6. If you have more than one Form
W-2, enter the total of the amounts from box 6 . . . . . . . . . . 19 7,244.
20 Enter the amount from line 1 . . . . . . . . . . . . . . . . 20 384,839.
21 Multiply line 20 by 1.45% (0.0145). This is your regular Medicare tax
withholding on Medicare wages . . . . . . . . . . . . . . . 21 5,580.
22 Subtract line 21 from line 19. If zero or less, enter -0-. This is your Additional Medicare Tax
withholding on Medicare wages . . . . . . . . . . . . . . . . . . . . . . . 22 1,664.
23 Additional Medicare Tax withholding on railroad retirement (RRTA) compensation from Form W-2, box
14 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Total Additional Medicare Tax withholding. Add lines 22 and 23. Also include this amount with
federal income tax withholding on Form 1040, 1040-SR, or 1040-NR, line 25c (Form 1040-PR or
1040-SS filers, see instructions) . . . . . . . . . . . . . . . . . . . . . . . 24 1,664.
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 04/20/21 Intuit.cg.cfp.sp Form 8959 (2020)
Form 8960 Net Investment Income Tax—
Individuals, Estates, and Trusts
OMB No. 1545-2227

2020
Department of the Treasury a Attachto your tax return. Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form8960 for instructions and the latest information. Sequence No. 72
Name(s) shown on your tax return Your social security number or EIN
Andrew Bedell J Bedell 333-84-7289
Part I Investment Income Section 6013(g) election (see instructions)
Section 6013(h) election (see instructions)
Regulations section 1.1411-10(g) election (see instructions)
1 Taxable interest (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 1 45.
2 Ordinary dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . 2 346.
3 Annuities (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . 3
4a Rental real estate, royalties, partnerships, S corporations, trusts, etc. (see
instructions) . . . . . . . . . . . . . . . . . . . . . . 4a
b Adjustment for net income or loss derived in the ordinary course of a non-
section 1411 trade or business (see instructions) . . . . . . . . . . 4b
c Combine lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . 4c
5a Net gain or loss from disposition of property (see instructions) . . . . . 5a 10,837.
b Net gain or loss from disposition of property that is not subject to net
investment income tax (see instructions) . . . . . . . . . . . . 5b
c Adjustment from disposition of partnership interest or S corporation stock (see
instructions) . . . . . . . . . . . . . . . . . . . . . . 5c
d Combine lines 5a through 5c . . . . . . . . . . . . . . . . . . . . . . . . 5d 10,837.
6 Adjustments to investment income for certain CFCs and PFICs (see instructions) . . . . . . . 6
7 Other modifications to investment income (see instructions) . . . . . . . . . . . . . . 7
8 Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7 . . . . . . . . . . . . . 8 11,228.
Part II Investment Expenses Allocable to Investment Income and Modifications
9a Investment interest expenses (see instructions) . . . . . . . . . . 9a
b State, local, and foreign income tax (see instructions) . . . . . . . . 9b
c Miscellaneous investment expenses (see instructions) . . . . . . . . 9c
d Add lines 9a, 9b, and 9c . . . . . . . . . . . . . . . . . . . . . . . . . . 9d
10 Additional modifications (see instructions) . . . . . . . . . . . . . . . . . . . . 10
11 Total deductions and modifications. Add lines 9d and 10 . . . . . . . . . . . . . . . 11
Part III Tax Computation
12 Net investment income. Subtract Part II, line 11, from Part I, line 8. Individuals, complete lines 13–17.
Estates and trusts, complete lines 18a–21. If zero or less, enter -0- . . . . . . . . . . . . 12 11,228.
Individuals:
13 Modified adjusted gross income (see instructions) . . . . . . . . . 13 366,104.
14 Threshold based on filing status (see instructions) . . . . . . . . . 14 200,000.
15 Subtract line 14 from line 13. If zero or less, enter -0- . . . . . . . . 15 166,104.
16 Enter the smaller of line 12 or line 15 . . . . . . . . . . . . . . . . . . . . . . 16 11,228.
17 Net investment income tax for individuals. Multiply line 16 by 3.8% (0.038). Enter here and include
on your tax return (see instructions) . . . . . . . . . . . . . . . . . . . . . . 17 427.
Estates and Trusts:
18a Net investment income (line 12 above) . . . . . . . . . . . . . 18a
b Deductions for distributions of net investment income and deductions under
section 642(c) (see instructions) . . . . . . . . . . . . . . . 18b
c Undistributed net investment income. Subtract line 18b from 18a (see instructions).
If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 18c
19a Adjusted gross income (see instructions) . . . . . . . . . . . . 19a
b Highest tax bracket for estates and trusts for the year (see instructions) . . 19b
c Subtract line 19b from line 19a. If zero or less, enter -0- . . . . . . . 19c
20 Enter the smaller of line 18c or line 19c . . . . . . . . . . . . . . . . . . . . . 20
21 Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (0.038). Enter here and
include on your tax return (see instructions) . . . . . . . . . . . . . . . . . . . 21
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 04/20/21 Intuit.cg.cfp.sp Form 8960 (2020)
Illinois Department of Revenue
2020 Form IL-1040
Individual Income Tax Return or for fiscal year ending /
Over 80% of taxpayers file electronically. It is easy and you will get your refund faster. Visit tax.illinois.gov.
Step 1: Personal Information

1988
333-84-7289
Andrew Bedell J Bedell

220 E Illinois St 4803


Chicago IL 606115134 COOK

B Filing status: Single Married filing jointly Married filing separately Widowed Head of household
C Check If someone can claim you, or your spouse if filing jointly, as a dependent. See instructions. You Spouse
D Check the box if this applies to you during 2020: Nonresident - Attach Sch. NR Part-year resident - Attach Sch. NR
(Whole dollars only)
Step 2: Income
1 1 366,104.00
2 Federally tax-exempt interest and dividend income from your federal Form 1040 or 1040-SR, Line 2a. 2 .00
3 Other additions. Attach Schedule M. 3 .00
4 Total income. Add Lines 1 through 3. 4 366,104.00
Step 3: Base Income
Staple W-2 and 1099 forms here

5 Social Security benefits and certain retirement plan income


received if included in Line 1. Attach Page 1 of federal return. 5 .00
6 Illinois Income Tax overpayment included in federal Form 1040 or 1040-SR,
Schedule 1, Ln. 1. 6 .00
7 Other subtractions. Attach Schedule M. 7 .00
Check if Line 7 includes any amount from Schedule 1299-C.
8 Add Lines 5, 6, and 7. This is the total of your subtractions. 8 .00
9 Illinois base income. Subtract Line 8 from Line 4. 9 366,104.00
Step 4: Exemptions
10 a Enter the exemption amount for yourself and your spouse. See instructions. a .00
b Check if 65 or older: You + Spouse # of checkboxes x $1,000 = b .00
c Check if legally blind: You + Spouse # of checkboxes x $1,000 = c .00
d If you are claiming dependents, enter the amount from Schedule IL-E/EIC, Step 2, Line 1.
Attach Schedule IL-E/EIC. d .00
Exemption allowance. Add Lines a through d.
10 .00
Step 5: Net Income and Tax
11 Residents: Net income. Subtract Line 10 from Line 9.
Nonresidents and part-year residents: Enter the Illinois net income from Schedule NR. Attach Schedule NR. 11 366,104.00
12 Residents: Multiply Line 11 by 4.95% (.0495). Cannot be less than zero.
Staple your check and IL-1040-V

Nonresidents and part-year residents: Enter the tax from Schedule NR. 12 18,122.00
13 Recapture of investment tax credits. Attach Schedule 4255. ` 13 .00
14 Income tax. Add Lines 12 and 13. Cannot be less than zero. 14 18,122.00
Step 6: Tax After Nonrefundable Credits
15 Income tax paid to another state while an Illinois resident. Attach Schedule CR. 15 .00
16 Property tax and K-12 education expense credit amount from Schedule ICR.
Attach Schedule ICR. 16 .00
17 Credit amount from Schedule 1299-C. Attach Schedule 1299-C. 17 .00
18 Add Lines 15, 16, and 17. This is the total of your credits. Cannot exceed the tax amount on Line 14. 18 0.00
19 Tax after nonrefundable credits. Subtract Line 18 from Line 14. 19 18,122.00
Step 7: Other Taxes
20 Household employment tax. See instructions. 20 .00
21 Use tax on internet, mail order, or other out-of-state purchases from UT Worksheet or UT Table
in the instructions. Do not leave blank. 21 0.00
22 Compassionate Use of Medical Cannabis Program Act and sale of assets by gaming licensee surcharges. 22 .00
23 Total Tax. Add Lines 19, 20, 21, and 22. 23 18,122.00
IL-1040 2D Front (R-12/20)

*60012201V*
This form is authorized as outlined under the Illinois In-
come Tax Act. Disclosure of this information is required.
Failure to provide information could result in a penalty.
ID: 3WM REV 04/06/21 Intuit.cg.cfp.sp
*60012202V*
24 Total tax from Page 1, Line 23. 24 18,122.00
Step 8: Payments and Refundable Credit
25 Illinois Income Tax withheld. Attach Schedule IL-WIT. 25 19,050.00
26 Estimated payments from Forms IL-1040-ES and IL-505-I,
including
any overpayment applied from a prior year return. 26 .00
27 Pass-through withholding. Attach Schedule K-1-P or K-1-T. 27 .00
28 Earned Income Credit from Schedule IL-E/EIC, Step 4, Line 8. Attach Schedule IL-E/EIC. 28 .00
29 Total payments and refundable credit. Add Lines 25 through 28. 29 19,050.00
Step 9: Total
30 If Line 29 is greater than Line 24, subtract Line 24 from Line 29. 30 928.00
31 If Line 24 is greater than Line 29, subtract Line 29 from Line 24. 31 .00
Step 10: Underpayment of Estimated Tax Penalty and Donations - Only complete Step 10 for late-payment penalty
for underpayment of estimated tax or to make a voluntary charitable donation.
32 Late-payment penalty for underpayment of estimated tax. 32 .00
a Check if at least two-thirds of your federal gross income is from farming.
b
Check if you or your spouse are 65 or older and permanently living in a nursing home.
c
Check if your income was not received evenly during the year and you annualized your income on Form IL-2210.
Attach Form IL-2210.
d
Check if you were not required to file an Illinois Individual Income Tax return in the previous tax year.
33 Voluntary charitable donations. Attach Schedule G. 33 .00
34 Total penalty and donations. Add Lines 32 and 33. 34 .00
Step 11: Refund
35 If you have an amount on Line 30 and this amount is greater than Line 34, subtract Line 34 from Line 30.
This is your overpayment. 35 928.00
36 Amount from Line 35 you want refunded to you. Check one box on Line 37. See instructions. 36 928.00
37 I choose to receive my refund by
a direct deposit - Complete the information below if you check this box.

Routing number 1 0 1 2 0 5 6 8 1 Checking or Savings


Account number 3 9 9 0 0 0 0 0 X 7 8 2 6 8 8 7 0
b Illinois Individual Income Tax refund debit card. I acknowledge I have reviewed the card information found at
http://tax.illinois.gov/DebitCard prior to making this election.
c paper check.
38 Amount to be credited forward. Subtract Line 36 from Line 35. See instructions. 38 .00
Step 12: Amount You Owe
39 If you have an amount on Line 31, add Lines 31 and 34. - or -
If you have an amount on Line 30 and this amount is less than Line 34,
subtract Line 30 from Line 34. This is the amount you owe. See instructions. 39 .00

Step 13: If this is a joint return, both you and your spouse must sign below.
Under penalties of perjury, I state that I have examined this return and, to the best of my knowledge, it is true, correct, and complete.
Sign (847 ) 894-6931
Here Your signature Date (mm/dd/yyyy) Spouse’s signature Date (mm/dd/yyyy) Daytime phone number
Self-Prepared Check if
Paid Print/Type paid preparer’s name Paid preparer’s signature Date (mm/dd/yyyy) self-employed Paid Preparer’s PTIN
Preparer
Firm’s name Firm’s FEIN
Use Only
Firm’s address Firm’s phone ( )
Third Check if the Department may
( )
Party discuss this return with the third
Designee Designee’s name (please print) Designee’s phone number party designee shown in this step.

Refer to the 2020 IL-1040 Instructions for the address to mail your return.
IL-1040 2D Back (R-12/20)
Printed by authority of the State of
Illinois - web only, 1. DR AP RR DC IR ID
ID: 3WM REV 04/06/21 Intuit.cg.cfp.sp
Illinois Department of Revenue
*66212201V*
2020 Schedule IL-WIT Illinois Income Tax Withheld
Attach to your Form IL-1040. If you have more than five withholding forms, complete multiple copies of this schedule.
IL Attachment No. 31

Use the reference for Column A shown in the chart below.


Form Type Letter Code for Form Type Letter Code for
Column A Column A
W-2 W 1099-DIV D
W-2G WG 1099-INT I
1099-R R 1042-S S
1099-G G 1099-B B
1099-MISC M 1099-K K
1099-OID O 1099-NEC N

Step 1: Provide your withholding records (include all W-2 and 1099 forms that show Illinois withholding)

Andrew Bedell J Bedell 3 3 3 – 8 4 – 7 2 8 9


Your name as shown on Form IL-1040 Your Social Security number
Column A Column B Column C Column D Column E
Form type Employer/Payer Federal Wages, Winnings, Gross Illinois Wages, Winnings, Gross Illinois Income
Identification Number Distributions, Compensation, etc. Distributions, Compensation, etc. Tax Withheld

1 W 46-2855960 $______________
384,839 00 $______________
384,839 00 $___________
19,050 00
2 $______________ 00 $______________ 00 $___________ 00
3 $______________ 00 $______________ 00 $___________ 00
4 $______________ 00 $______________ 00 $___________ 00
5 $______________ 00 $______________ 00 $___________ 00

Step 2: Provide spouse’s withholding records (include all W-2 and 1099 forms that show Illinois withholding)

– –
Your spouse’s name as shown on Form IL-1040 Your spouse’s Social Security number

Column A Column B Column C Column D Column E


Form type Employer/Payer Federal Wages, Winnings, Gross Illinois Wages, Winnings, Gross Illinois Income
Identification Number Distributions, Compensation, etc. Distributions, Compensation, etc. Tax Withheld

6 $______________ 00 $______________ 00 $___________ 00


7 $______________ 00 $______________ 00 $___________ 00
8 $______________ 00 $______________ 00 $___________ 00
9 $______________ 00 $______________ 00 $___________ 00
10 $______________ 00 $______________ 00 $___________ 00

Step 3: Total Illinois withholding


11 Add the amounts in Column E for Lines 1 through 10 (and the amounts from Column E of any
additional copies you attached). This is the total amount of your Illinois income tax withheld.
Enter this amount here and on Form IL-1040, Line 25. 11 $___________
19,050 00

Attach all Schedules IL-WIT to your IL-1040.


IL-1040 Schedule IL-WIT Front (R-12/20) This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of
Printed by authority of the State of Illinois - web only, 1. this information is required. Failure to provide information could result in a penalty.
ID: 3WM REV 04/06/21 Intuit.cg.cfp.sp

Illinois Department of Revenue - Submission ID
-
2020 IL‑8453 Illinois Individual Income Tax Electronic Filing Declaration
(Do not mail Form IL-8453 to the Illinois Department of Revenue unless it is requested for review.)
Step 1: Provide taxpayer information
Andrew Bedell J Bedell
_________________________________________________________________________________________ 3 3
____ ____ 3____– ____ 4 – ____7____2 ____
8 ____ 9
8 ____
First name and middle initial Spouse’s first name (and last name if different) Last name Social Security number
Print 220 E Illinois St 4803
or _________________________________________________________________________________________ ____ ____ ____ – ____ ____ – ____ ____ ____ ____
type Mailing address Spouse’s Social Security number
Chicago IL 60611-5134
_________________________________________________________________________________________ ( 847 ) 894-6931
City State ZIP Daytime phone number

Step 2: Complete information from tax return


1 Net income from Form IL‑1040, Line 11 1 366,104
2 Tax from Form IL‑1040, Line 14 2 18,122
3 Illinois Income Tax withheld from Form IL‑1040, Line 25 only (enter “0” if none) 3 19,050
4 Overpayment from Form IL‑1040, Line 35 4 928
5 Total amount due from Form IL‑1040, Line 39 5
6 Filing status: ___ Single ___ Married filing jointly ___ Married filing separately ___ Widowed ___ Head of household
Step 3: Complete direct deposit of refund or electronic funds withdrawal information (Optional)
To initiate a payment or refund transaction, the information in this Step must be included within the electronic transmission. Illinois
does not support international ACH transactions. IDOR will only perform direct transactions (e.g., debit, deposit) with financial institutions located
within the United States or those not funded by international funds. Electronic payments will not be accepted and refunds will be via paper check.
7 Routing no. (RN): ___ 1 ___ 0 ___
1 ___2 ___
0 ___5 ___6 ___
8 ___1

8 3 ___
Account no. (AN): ___ 9 ___
9 ___
0 ___
0 ___
0 ___
0 ___
0 ___
X ___
7 ___
8 ___
2 ___
6 ___
8 ___
8 ___
7 ___
0
9 Type of account: ___ Checking ___ Savings
10 Date the payment is to be electronically withdrawn: ___/___/______
11 Electronic funds withdrawal amount:
12 Name on account: ____________________________________________________________________________________________
Step 4: Taxpayer declaration and signature (Sign only after completing Step 2 and, if applicable, Step 3.)
I consent that my refund may be directly deposited as designated in Step 3 and declare the information on Lines 7 through 9 is
correct. If I have filed a joint return, this is an irrevocable appointment of the other spouse as an agent to receive the refund.
I authorize the Illinois Department of Revenue (IDOR) and its designated financial agent to initiate an ACH electronic funds
withdrawal as designated in the electronic portion of my 2020 Illinois Individual Income Tax return. I authorize the financial institutions
involved in the processing of an electronic overpayment of taxes to receive confidential information necessary to answer inquiries
and resolve issues related to the payment.
I do not want direct deposit of my refund, or an electronic funds withdrawal (direct debit) of my balance due.
Under penalties of perjury, I declare the information on my electronic Form IL-1040 and the information I provided to my electronic return
originator (ERO) are identical. To the best of my knowledge, my return is true, correct, and complete. I consent that my return, this declaration,
and accompanying information may be sent to IDOR by my ERO. I authorize IDOR to inform my ERO and/or the transmitter when my return has
been accepted or rejected. If rejected, I authorize IDOR to identify the reason(s) so the return may be corrected and retransmitted if possible.

Sign _____________________________________________________________________
__________________________________________________________________
here Your signature
Date Spouse’s signature (if joint return, both must sign) Date

Step 5: Electronic return originator (ERO) and paid preparer declaration and signature
I declare that I have examined this taxpayer’s electronic Form IL-1040, the information on this Form IL‑8453, and accompanying information. I
have followed all requirements of this program and declare, under penalties of perjury, that to the best of my knowledge the taxpayer’s return
and accompanying information are true, correct, and complete.
Self-Prepared Check if paid preparer: (See instructions.)
ERO’s signature Date

____ ____ ____ ____ ____ ____ ____ ____ ____


ERO Firm’s name or your name if self-employed Your PTIN
use
only ____ ____ – ____ ____ ____ ____ ____ ____ ____
Mailing address Federal employer identification number (FEIN)
( )
City State ZIP Daytime phone number

Step 6: Attach required documents (e.g., W-2 forms, 1099 forms, IL-1310).
Do not mail Form IL-8453 and these documents unless requested for review.
Printed by authority of the State of Illinois, web only, 1.
IL‑8453 (R-12/20)
This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of
this information is required. Failure to provide information could result in a penalty.
*67412201W*

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