Driscoll 2019 Form 1040

Gary D.
Davis, CPA, PC
6400 Pleasant Run Rd
Colleyville, TX 76034
817-605-7277
October 8, 2020
CONFIDENTIAL
DIANA L & RICHARD A DRISCOLL

1468 SAND HILL CT
ROANOKE, TX 76262
Dear Rich & Diana:
We have prepared the following returns from information provided by you without verification
or audit:
U.S. Individual Income Tax Return (Form 1040)
We suggest that you examine these returns carefully to fully acquaint yourself with all items
contained therein to ensure that there are no omissions or misstatements. Attached are
instructions for signing and filing each return. Please follow those instructions carefully.
Also enclosed is any material you furnished for use in preparing the returns. If the returns are
examined, requests may be made for supporting documentation. Therefore, we recommend that
you retain all pertinent records for at least seven years.
This office is committed to using safeguards that protect your information from data theft. To
further protect your identity, you can also take steps to stop thieves. IRS Publication 4524
(www.irs.gov/pub/irs-pdf/p4524.pdf) outlines simple steps that help you keep your computer
secure, avoid phishing and malware, and protect your personal information.
In order that we may properly advise you of tax considerations, please keep us informed of any
significant changes in your financial affairs or of any correspondence received from taxing
authorities.
If you have any questions or if we can be of assistance in any way, please do not hesitate to call.
Sincerely,
Gary D. Davis, CPA, PC

817-605-7277
October 8, 2020
CONFIDENTIAL
DIANA L & RICHARD A DRISCOLL

1468 SAND HILL CT
ROANOKE, TX 76262
For professional services rendered in connection with the preparation of your 2019 individual tax
return:
Tax Return.......................................................................................................$ 950.00

2020 Texas Franchise reports .......................................................................... 250.00
Amount due $ 1,200.00

Filing Instructions
Electronically Filed
Form 1040 US Individual Income Tax Return
With
Form 8879 IRS e-file Signature Authorization
Taxable Year Ended December 31, 2019
Name: DIANA L & RICHARD A DRISCOLL
Date Due: October 15, 2020
Remittance: None is required. The return shows a total overpayment of $99,019, all of which
is to be credited to your estimated tax liability for the coming year.
Signature: Form 8879 IRS e-file Signature Authorization authorizes your electronically
filed return to be signed with a Personal Identification Number (PIN) and
certifies that Part I amounts are from your tax return. Review and sign the Form
8879 IRS e-file Signature Authorization and mail it as soon as possible to:

Important: Your return will not be filed with the IRS until the signed Form
8879 IRS e-file Signature Authorization has been received by this office.
Retain a copy of the signed and dated Form 8879 for your records.
Other: Your return is being filed electronically with the IRS and is not required to be
mailed. If you mail a paper copy of Form 1040 to the IRS it will delay processing
of your return.
DRISCOLRICH 10/08/2020
OMB No. 1545-0074
Form 8879 IRS e-file Signature Authorization

Department of the Treasury
Internal Revenue Service
ERO must obtain and retain completed Form 8879.
Go to www.irs.gov/Form8879 for the latest information.
2019
Submission Identification Number (SID)
Social security number
Taxpayer's name
DIANA L DRISCOLL 464-21-1241
Spouse's social security number
Spouse's name
RICHARD A DRISCOLL 346-60-7721
Part I Tax Return Information — Tax Year Ending December 31, 2019 (Whole dollars only)
1 Adjusted gross income (Form 1040 or 1040-SR, line 8b; Form 1040-NR, line 35) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1,090,147
2 Total tax (Form 1040 or 1040-SR, line 16; Form 1040-NR, line 61) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 347,655
3 Federal income tax withheld from Forms W-2 and 1099 (Form 1040 or 1040-SR line 17; Form 1040-NR,
line 62a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 45,799
4 Refund (Form 1040 or 1040-SR, line 21a; Form 1040-NR, line 73a; Form 1040-SS, Part I, line 13a) . . . . . . . . . . . . . . . 4
5 Amount you owe (Form 1040 or 1040-SR, line 23; Form 1040-NR, line 75) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and
statements for the tax year ending December 31, 2019, and to the best of my knowledge and belief, they are true, correct, and complete. I further
declare that the amounts in Part I above are the amounts from my electronic income tax return. I consent to allow my intermediate service provider,
transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason
for rejection of the transmission, (b) reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize
the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution
account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the
financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial
Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment
cancellation requests must be received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions
involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues
related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for my electronic income tax return
and, if applicable, my Electronic Funds Withdrawal Consent.
Taxpayer’s PIN: check one box only
X I authorize Gary D. Davis, CPA, PC to enter or generate my PIN 91241 as my
ERO firm name Enter five digits, but
signature on my tax year 2019 electronically filed income tax return. don’t enter all zeros
I will enter my PIN as my signature on my tax year 2019 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Your signature Date 10/08/20

Spouse’s PIN: check one box only
X I authorize Gary D. Davis, CPA, PC to enter or generate my PIN 97721 as my

ERO firm name Enter five digits, but
signature on my tax year 2019 electronically filed income tax return. don’t enter all zeros
I will enter my PIN as my signature on my tax year 2019 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Spouse’s signature Date 10/08/20

Practitioner PIN Method Returns Only—continue below
Part III Certification and Authentication — Practitioner PIN Method Only
ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 75996311304
Don’t enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the tax year 2019 electronically filed income tax return for the taxpayer(s)
indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and Pub. 1345,
Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
ERO’s signature Date 10/08/20

ERO Must Retain This Form — See Instructions
Don’t Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (2019)
DAA
1040 Department of the Treasury—Internal Revenue Service (99)

2019
Form
U.S. Individual Income Tax Return 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
If joint return, spouse's first name and middle initial Last name Spouse's social security number
Home address (number and street). If you have a P.O box, see instructions. Apt. no. Presidential Election Campaign
Check here if you, or your spouse if filing
1468 SAND HILL CT jointly, want $3 to go to this fund.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change your
tax or refund.
ROANOKE TX 76262 You Spouse
Foreign country name Foreign province/state/county Foreign postal code If more than four dependents,
see instr. and  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)  if qualifies for (see instructions):
(1) First name Last name Child tax credit Credit for other dependents
JAMES R DRISCOLL 629-60-9309 Son
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 194,373

2a Tax-exempt interest . 2a b Taxable interest. Attach Sch. B if required 2b 738
3a Qualified dividends . . 3a 2,192 b Ordinary divs. Att. Sch. B if req. . . . . . . . . . . . . . . . . . . . 3b 2,259
4a IRA distributions . . . . . 4a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
c Pensions and annuities 4c d Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . 4d
Standard
Deduction for – 5a Soc. sec. ben. . . . . . . . 5a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . 5b
• Single or Married
filing separately,
6 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 30,978
$12,200
• Married filing
7a Other income from Schedule 1, line 9 ................................................................ 7a 901,580
jointly or Qualifying
widow(er),
b Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b 1,129,928
$24,400
• Head of
8a Adjustments to income from Schedule 1, line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 39,781
household,
$18,350
b Subtract line 8a from line 7b. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8b 1,090,147
• If you checked
any box under
9 Standard deduction or itemized deductions (from Schedule A) 9 24,400
Standard
Deduction,
10 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . . . . . 10 59,683
see instructions. 11a Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a 84,083
b Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b 1,006,064
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2019)
DAA
Form 1040 (2019) DIANA L & RICHARD A DRISCOLL 464-21-1241 Page 2

12a Tax (see instr.) Check if any from Form(s): 1 8814 2 4972
3 12a 304,745
b Add Schedule 2, line 3, and line 12a and enter the total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b 304,745
13a 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- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 304,745
15 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 42,910
16 Add lines 14 and 15. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 347,655
17 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 45,799
• 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 400,875
e Add lines 18a through 18d. These are your total other payments and refundable credits . 18e 400,875
19 Add lines 17 and 18e. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 446,674
Refund 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid . . . . 20 99,019
21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here . . . . . 21a
Direct deposit? b Routing number c Type: Checking Savings
See instructions.
d Account number
22 Amount of line 20 you want applied to your 2020 estimated tax . . 22 99,019
Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions . 23
You Owe 24 Estimated tax penalty (see instructions) . . . . . . . . . . . . . . . . . . . . . 24
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 No
(Other than Designee’s Phone Personal identification number
paid preparer) name no. (PIN)
Sign 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.
Here If the IRS sent you an Identity
Your signature Date Your occupation Protection PIN, enter it here
Joint return?
(see instr.)
See instructions. CONSULTANT
Keep a copy for If the IRS sent your spouse an
Spouse's signature. If a joint return, both must sign. Date Spouse's occupation Identity Protection PIN, enter it here
your records.
(see instr.)
OPTOMETRIST
Phone no. Email address
Preparer's name Preparer's signature PTIN Check if:
Paid Gary D. Davis P01274278 X 3rd Party Designee

Preparer Firm's name Gary D. Davis, CPA, PC Date 10/08/20
Use Only 6400 Pleasant Run Rd Phone no. 817-605-7277 Self-employed
Firm's address Colleyville TX 76034 Firm's EIN 75-2948825

Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2019)
DAA
SCHEDULE 1 Additional Income and Adjustments to Income OMB No. 1545-0074
(Form 1040 or 1040-SR)

Department of the Treasury Attach to Form 1040 or 1040-SR.
2019
Attachment
Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040 or 1040-SR Your social security number
DIANA L & RICHARD A DRISCOLL 464-21-1241
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 279,878
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . . . . . . . . . . . . . . . 5 621,702
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 901,580
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 17,186
15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 22,595
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 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 39,781
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040 or 1040-SR) 2019
DAA
SCHEDULE 2 Additional Taxes OMB No. 1545-0074

(Form 1040 or 1040-SR)
Attach to Form 1040 or 1040-SR.
2019
Attachment

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 include on Form 1040 or 1040-SR, line 12b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 34,370
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 X Form 8959 b X Form 8960
c Instructions; enter code(s) 8 8,540
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 42,910
DAA
SCHEDULE 3 Additional Credits and Payments OMB No. 1545-0074

(Form 1040 or 1040-SR)
Attach to Form 1040 or 1040-SR.
2019
Attachment

Part I Nonrefundable Credits
1 Foreign tax credit. Attached Form 1116 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Credit for child and dependent care expenses. Attach Form 2441 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Other credits from Form: a 3800 b 8801 c 6
7 Add lines 1 through 6. Enter here and include on Form 1040 or 1040-SR, line 13b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Part II Other Payments and Refundable Credits
8 2019 estimated tax payments and amount applied from 2018 return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 200,875
9 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Amount paid with request for extension to file (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 200,000
11 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Credits from Form: a 2439 b Reserved c 8885 d 13
14 Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 18d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 400,875
DAA
SCHEDULE B OMB No. 1545-0074

(Form 1040 or 1040-SR) Interest and Ordinary Dividends
Go to www.irs.gov/ScheduleB for instructions and the latest information. 2019
Attachment
Internal Revenue Service (99) Attach to Form 1040 or 1040-SR. Sequence No. 08
Name(s) shown on return Your social security number
Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount
buyer used the property as a personal residence, see the instructions and list this
Interest interest first. Also, show that buyer’s social security number and address
(See instructions .FIDELITY
. . . . . . . . . . . . . . . . . .INVESTMENTS
. . . . . . . . . . . . . . . . . . . . . . . . ./. . . . NATIONAL
. . . . . . . . . . . . . . . . . . . FINANCIAL
. . . . . . . . . . . . . . . . . . . . . SERVICES
............. 46
and the TD AMERITRADE #9929
......................................................................................................
669
instructions for
Form 1040 and .NORTH
. . . . . . . . . . . .TEXAS
. . . . . . . . . . . . TOTAL
. . . . . . . . . . . . .EYE
. . . . . . . . CARE
. . . . . . . . . . .P. . . .A. . . . . . . . . . . . . . .20-4362550
......................... 11
1040-SR, line 2b.) NORTH TEXAS TOTAL EYE CARE
. .................................................................................................... P A 20-4362550 12
. ....................................................................................................
. .................................................................................................... 1
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 738
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 738
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
APEX CLEARING
. .................................................................................................... 219
Ordinary . FIDELITY
. . . . . . . . . . . . . . . . . . . ./
. . . . NATIONAL
. . . . . . . . . . . . . . . . . . . FINANCIAL
. . . . . . . . . . . . . . . . . . . . . SERVICES
.................................... 438
Dividends TD AMERITRADE #9929
. .................................................................................................... 1,602
(See instructions . ....................................................................................................
and the . ....................................................................................................
instructions for . ....................................................................................................
Form 1040 and 5
1040-SR, line 3b.) . ....................................................................................................
. ....................................................................................................
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 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR,
on that form. line 3b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2,259
Note: If line 6 is over $1,500, you must complete Part III.
Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a
Yes No
foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
Foreign 7a At any time during 2019, did you have a financial interest in or signature authority over a financial
Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign
and Trusts country? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial
Caution: If
required, failure Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114
to file FinCEN and its instructions for filing requirements and exceptions to those requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 114 may b If you are required to file FinCEN Form 114, enter the name of the foreign country where the
result in financial account is located . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
substantial
penalties. See 8 During 2019, did you receive a distribution from, or were you the grantor of, or transferor to, a
instructions. foreign trust? If "Yes," you may have to file Form 3520. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040 or 1040-SR) 2019
DAA
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

(Form 1040 or 1040-SR)
(Sole Proprietorship)
Go to www.irs.gov/ScheduleC for instructions and the latest information.
2019
Attachment
Internal Revenue Service (99) 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)
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
MEDICAL RESEARCH 621399
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
GENETIC DISEASE INVESTIGATORS LLC 45-4812025
E Business address (including suite or room no.) . . . . 1468
. . . . . . . . . . .SAND
. . . . . . . . . . HILL
. . . . . . . . . . .CT
...............................................................
City, town or post office, state, and ZIP code ROANOKE TX 76262
F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G Did you “materially participate” in the operation of this business during 2019? If “No,” see instructions for limit on losses . . . . . X Yes No
H If you started or acquired this business during 2019, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
I Did you make any payments in 2019 that would require you to file Form(s) 1099? (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No
J If "Yes," did you or will you file required Forms 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 127,058
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 127,058
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 127,058
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 127,058
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . . . . . . . . . . . . . . . . . 8 18 Office expense (see instructions) . . . . . 18
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 a Vehicles, machinery, and equipment . . 20a
11 Contract labor (see instructions) .... 11 b Other business property . . . . . . . . . . . . . . 20b
12 Depletion . . . . . . . . . . . . . . . . . . . . . . . 12 21 Repairs and maintenance . . . . . . . . . . . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . . . . . . 22
expense deduction (not 23 Taxes and licenses . . . . . . . . . . . . . . . . . . . 23
included in Part III) (see
instructions) . . . . . . . . . . . . . . . . . . . . 13 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
(other than on line 19) . . . . . . . . . . 14 b Deductible meals (see
15 Insurance (other than health) . . . 15 instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . 24b
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 16,927
17 Legal and professional services . 17 4,732 b Reserved for future use . . . . . . . . . . . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . . . . 28 21,659
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 105,399
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
. . . . . . . . . . . . . . . . .on
to enter . . .line
. . . .30
........................................ 30
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040 or 1040-SR), line 3 (or Form 1040-NR, line
13) and on Schedule SE, line 2. (If you checked the box on line 1, see instructions). Estates and
trusts, enter on Form 1041, line 3. 31 105,399
• 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 or 1040-SR), line 3 (or 32a All investment is at risk.
Form 1040-NR, line 13) and on Schedule SE, line 2. (If you checked the box on line 1, see the line 32b Some investment is not
31 instructions). Estates and trusts, enter on Form 1041, line 3. 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. Schedule C (Form 1040 or 1040-SR) 2019
DAA

MEDICAL RESEARCH
Schedule C (Form 1040 or 1040-SR) 2019 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) ..........................
44 Of the total number of miles you drove your vehicle during 2019, 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.
. . CONTRACT
. . . . . . . . . . . . . . . . . . .SERVICES
.......................................................................................................... 650
. Amortization
.............................................................................................................................. 16,277
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
48 Total other expenses. Enter here and on line 27a ............................................................... 48 16,927
DAA Schedule C (Form 1040 or 1040-SR) 2019
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

(Form 1040 or 1040-SR)
(Sole Proprietorship)
Go to www.irs.gov/ScheduleC for instructions and the latest information.
2019
Attachment
Internal Revenue Service (99) 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)
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
NUTRITIONAL PRODUCT SALES 454390
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
TJ NUTRITION LLC 47-4046238
E Business address (including suite or room no.) . . . . 1468
. . . . . . . . . . .SAND
. . . . . . . . . . HILL
. . . . . . . . . . .CT
...............................................................
City, town or post office, state, and ZIP code ROANOKE TX 76262
F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G Did you “materially participate” in the operation of this business during 2019? If “No,” see instructions for limit on losses . . . . . X Yes No
H If you started or acquired this business during 2019, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
I Did you make any payments in 2019 that would require you to file Form(s) 1099? (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No
J If "Yes," did you or will you file required Forms 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 451,818
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 451,818
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 130,541
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 321,277
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 388
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 321,665
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . . . . . . . . . . . . . . . . . 8 23,630 18 Office expense (see instructions) . . . . . 18
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 a Vehicles, machinery, and equipment . . 20a
11 Contract labor (see instructions) .... 11 b Other business property . . . . . . . . . . . . . . 20b
12 Depletion . . . . . . . . . . . . . . . . . . . . . . . 12 21 Repairs and maintenance . . . . . . . . . . . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . . . . . . 22 4,234
expense deduction (not 23 Taxes and licenses . . . . . . . . . . . . . . . . . . . 23 5,350
included in Part III) (see
instructions) . . . . . . . . . . . . . . . . . . . . 13 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
(other than on line 19) . . . . . . . . . . 14 b Deductible meals (see
15 Insurance (other than health) . . . 15 5,241 instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . 24b 207
16 Interest (see instructions): 25 Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
a Mortgage (paid to banks, etc.) . . 16a 26 Wages (less employment credits) . . . . . 26 71,366
b Other . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b
27a Other expenses (from line 48) . . . . . . . . . 27a 36,373
17 Legal and professional services . 17 785 b Reserved for future use . . . . . . . . . . . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . . . . 28 147,186
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 174,479
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
. . . . . . . . . . . . . . . . .on
to enter . . .line
. . . .30
........................................ 30
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040 or 1040-SR), line 3 (or Form 1040-NR, line
13) and on Schedule SE, line 2. (If you checked the box on line 1, see instructions). Estates and
trusts, enter on Form 1041, line 3. 31 174,479
• 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 or 1040-SR), line 3 (or 32a All investment is at risk.
Form 1040-NR, line 13) and on Schedule SE, line 2. (If you checked the box on line 1, see the line 32b Some investment is not
31 instructions). Estates and trusts, enter on Form 1041, line 3. 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. Schedule C (Form 1040 or 1040-SR) 2019
DAA

NUTRITIONAL PRODUCT SALES
Schedule C (Form 1040 or 1040-SR) 2019 Page 2
Part III Cost of Goods Sold (see instructions)
33 Method(s) used to
value closing inventory: a X 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 X No
35 Inventory at beginning of year. If different from last year's closing inventory, attach explanation ................................ 35 22,740
36 Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
37 Cost of labor. Do not include any amounts paid to yourself ........................................................ 37 2,308
38 Materials and supplies ............................................................................................ 38 106,417
39 Other costs ....................................................................................................... See Statement 1 39 1,535
40 Add lines 35 through 39 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 133,000
41 Inventory at end of year ........................................................................................... 41 2,459
42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 ............................ 42 130,541
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) ..........................
44 Of the total number of miles you drove your vehicle during 2019, 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.
. . BANK
. . . . . . . . . . .FEES
.................................................................................................................. 50
. . . . . . . . . . . . . . . . . . . . .&
COMPUTER . . . . INTERNET
...................................................................................................... 3,013
. . . . . . . . . . . . . . . . . . . . . . . . . FEE
CONFERENCE ...................................................................................................... 6,088
. . CONTRACT
. . . . . . . . . . . . . . . . . . .SERVICES
.......................................................................................................... 5,642
. . . . . . . . . . . . . . . . .CARD
CREDIT . . . . . . . . . . PROCESSING
. . . . . . . . . . . . . . . . . . . . . . . FEES
............................................................................. 8,312
. MAIL BOX RENTAL
.............................................................................................................................. 789
. . POSTAGE
. . . . . . . . . . . . . . . . .&. . . . DELIVERY
........................................................................................................ 12,479
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
48 Total other expenses. Enter here and on line 27a ............................................................... 48 36,373
DAA Schedule C (Form 1040 or 1040-SR) 2019
SCHEDULE D Capital Gains and Losses OMB No. 1545-0074

(Form 1040 or 1040-SR)

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
Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? Yes X 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376,827 393,593 2,103 -14,663
2 Totals for all transactions reported on Form(s) 8949 with
Box B checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Box C checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 . . . . . . . . . . . . . . . . . . 4 524
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 -14,139
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119,989 98,839 0 21,150
Box E checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 785
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 23,182
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 45,117
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040 or 1040-SR) 2019
DAA

Schedule D (Form 1040 or 1040-SR) 2019 Page 2
Part III Summary
16 Combine lines 7 and 15 and enter the result ..................................................................... 16 30,978
• 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?

X 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

20 Are lines 18 and 19 both zero or blank?

X Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42). Don’t
complete lines 21 and 22 below.
No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21
and 22 below.
21 If line 16 is a loss, enter here and on Form 1040 or 1040-SR, line 6; or Form 1040-NR, line 14,
the smaller of:
• The loss on line 16; or 21 ( )

..........................................................
• ($3,000), or if married filing separately, ($1,500)
Note: When figuring which amount is smaller, treat both amounts as positive numbers.
22 Do you have qualified dividends on Form 1040 or 1040-SR, line 3a; or Form 1040-NR, line 10b?
Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 12a (or in the instructions for Form 1040-NR, line 42).
No. Complete the rest of Form 1040, 1040-SR, or 1040-NR.
Schedule D (Form 1040 or 1040-SR) 2019
DAA
Form 8949 Sales and Other Dispositions of Capital Assets

OMB No. 1545-0074

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

Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute
statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your
broker and may even tell you which box to check.
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.
X (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
1 Adjustment, if any, to gain or loss.
(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)
Date sold or Proceeds See the Note below See the separate instructions. Subtract column (e)
Description of property Date acquired
(Example: 100 sh. XYZ Co.) (Mo., day, yr.) disposed of (sales price) and see Column (e) from column (d) and
(f) (g)
(Mo., day, yr.) (see instructions) in the separate combine the result
instructions Code(s) from Amount of with column (g)
instructions adjustment
1.400 sh 316390731 FIDELITY INVESTMENTS SELECT RETAILIN

04/07/19 08/19/19 21 22 -1
35.662 sh 316390772 FIDELITY SELECT BIOTECHNOLOGY
Various 01/04/19 664 768 -104
APEX CLEARING S/T COVERED TRANS
Various Various 376,142 392,803 W 2,103 -14,558
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) 376,827 393,593 2,103 -14,663
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.
DAA
Form 8949 (2019) Attachment Sequence No. 12A Page 2

Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number

Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute
statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your
broker and may even tell you which box to check.
Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see
instructions). For short-term transactions, see page 1.
Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported
to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line
8a; you aren't required to report these transactions on Form 8949 (see instructions).
You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete
a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or
more of the boxes, complete as many forms with the same box checked as you need.
X (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
(E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS
(F) Long-term transactions not reported to you on Form 1099-B
1 Adjustment, if any, to gain or loss.
(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)
Date sold or Proceeds See the Note below See the separate instructions. Subtract column (e)
Description of property Date acquired
(Mo., day, yr.) disposed of (sales price) and see Column (e) from column (d) and
(Example: 100 sh. XYZ Co.) (f) (g)
(Mo., day, yr.) (see instructions) in the separate combine the result
instructions Code(s) from Amount of with column (g)
instructions adjustment
71.193 sh 316390731 FIDELITY INVESTMENTS SELECT RETAILIN

Various 08/19/19 1,049 1,023 26
1,500.000 sh 471023663 JANUS HENDERSON HUNDS GLOBAL
04/15/16 08/19/19 55,770 31,635 24,135
375.000 sh 922042676 VANGUARD GLB EX US ETF
11/02/16 01/16/19 20,618 19,960 658
200.000 sh 92206C680 VANGUARD VNG RUS1000GRW ETF
11/02/16 01/04/19 26,993 20,684 6,309
342.460 sh 316390772 FIDELITY SELECT BIOTECHNOLOGY
Various 01/04/19 6,373 7,377 -1,004
APEX CLEARING L/T COVERED TRANS
Various Various 9,186 18,160 -8,974
2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract
negative amounts). Enter each total here and include on your
Schedule D, line 8b (if Box D above is checked), line 9 (if Box E
above is checked), or line 10 (if Box F above is checked) 119,989 98,839 0 21,150
Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an
adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.
Form 8949 (2019)
DAA
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 other side. Your social security number

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 if (d) Employer (e) Check if (f) Check if
28 (a) Name partnership; S foreign identification basis computation any amount is
for S corporation partnership number is required not at risk
A See Statement 2
B
C
D
Passive Income and Loss Nonpassive Income and Loss
(g) Passive loss allowed (h) Passive income (i) Nonpassive loss allowed (j) Section 179 expense (k) Nonpassive income
(attach Form 8582 if required) from Schedule K-1 (see Schedule K-1) deduction from Form 4562 from Schedule K-1
A
B
C
D
29a Totals 216,419 405,283
b Totals
30 Add columns (h) and (k) of line 29a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 621,702
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 621,702
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
(c) Excess inclusion from
(b) Employer (d) Taxable income (net loss) (e) Income from
38 (a) Name
identification number Schedules Q, line 2c
from Schedules Q, line 1b Schedules Q, line 3b
(see instructions)
39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below .................. 39
Part V Summary
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 41 621,702
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
DAA Schedule E (Form 1040 or 1040-SR) 2019
Schedule SE (Form 1040 or 1040-SR) 2019 Attachment Sequence No. 17 Page 2

Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person
DIANA L DRISCOLL with self-employment income 464-21-1241
Section B — Long Schedule SE
Part I Self-Employment Tax
Note: If your only income subject to self-employment tax is church employee income, see instructions. Also see instructions for the
definition of church employee income.
A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had
$400 or more of other net earnings from self-employment, check here and continue with Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065),
box 14, code A. Note: Skip lines 1a and 1b if you use the farm optional method (see instructions) . . . . . . . . . . . . . . . . . 1a
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AH . . . . . 1b ( )
2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other
than farming). Ministers and members of religious orders, see instructions for types of income to
report on this line. See instructions for other income to report. Note: Skip this line if you use the
nonfarm optional method (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 545,035
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 545,035
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . . . . . . . . . . . . . . . . 4a 503,340
Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.
b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
c Combine lines 4a and 4b. If less than $400, stop; you don't owe self-employment tax. Exception: If
ess than $400 and you had church employee income, enter -0- and continue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c 503,340
5a Enter your church employee income from Form W-2. See instructions for
definition of church employee income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a
b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b 0
6 Add lines 4c and 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 503,340
7 Maximum amount of combined wages and self-employment earnings subject to social security tax or
the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 132,900
8a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2)
and railroad retirement (tier 1) compensation. If $132,900 or more, skip lines
8b through 10, and go to line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 132,900
b Unreported tips subject to social security tax (from Form 4137, line 10) . . . . . . . . . . . . 8b
c Wages subject to social security tax (from Form 8919, line 10) . . . . . . . . . . . . . . . . . . . . 8c ....................
d Add lines 8a, 8b, and 8c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 . . . . . . . . . . . . . . . . . . . . . 9
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Multiply line 6 by 2.9% (0.029) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 14,597
12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040 or 1040-SR),
line 4, or Form 1040-NR, line 55 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 14,597
13 Deduction for one-half of self-employment tax.
Multiply line 12 by 50% (0.50). Enter the result here and on Schedule 1 (Form
1040 or 1040-SR), line 14, or Form 1040-NR, line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 7,299
Part II Optional Methods To Figure Net Earnings (see instructions)
Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn't more than
$8,160, or (b) your net farm profits2 were less than $5,891.
14 Maximum income for optional methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 5,440
15 Enter the smaller of: two-thirds (2/3) of gross farm income1 (not less than zero) or $5,440. Also include
this amount on line 4b above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $5,891
4
and also less than 72.189% of your gross nonfarm income, and (b) you had net earnings from self-employment
of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times.
16 Subtract line 15 from line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on
line 16. Also include this amount on line 4b above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
1 From Sch. F, line 9, and Sch. K-1 (Form 1065), box 14, code B. 3 From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A.
2 4
From Sch. F, line 34, and Sch. K-1 (Form 1065), box 14, code A — minus the From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C.
amount you would have entered on line 1b had you not used the optional
method.
Schedule SE (Form 1040 or 1040-SR) 2019
DAA
OMB No. 1545-0074

SCHEDULE SE Self-Employment Tax
(Form 1040 or 1040-SR)
2019
Go to www.irs.gov/ScheduleSE for instructions and the latest information. Attachment
Internal Revenue Service (99) Attach to Form 1040, 1040-SR, or 1040-NR. Sequence No. 17
Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person
RICHARD A DRISCOLL with self-employment income 346-60-7721
Before you begin: To determine if you must file Schedule SE, see the instructions.
May I Use Short Schedule SE or Must I Use Long Schedule SE?

Note: Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE in the instructions.
Did you receive wages or tips in 2019?
No Yes

Are you a minister, member of a religious order, or Christian
Science practitioner who received IRS approval not to be taxed Yes Was the total of your wages and tips subject to social security Yes
on earnings from these sources, but you owe self-employment or railroad retirement (tier 1) tax plus your net earnings from
tax on other earnings? self-employment more than $132,900?
No No

Are you using one of the optional methods to figure your net Yes Did you receive tips subject to social security or Medicare tax Yes
earnings (see instructions)? that you didn't report to your employer?
No No

Yes No Did you report any wages on Form 8919, Uncollected Social Yes
Did you receive church employee income (see instructions)
reported on Form W-2 of $108.28 or more?
Security and Medicare Tax on Wages?
No

You may use Short Schedule SE below You must use Long Schedule SE on page 2
Section A — Short Schedule SE. Caution: Read above to see if you can use Short Schedule SE.
1a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065),
box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a
b If you received social security retirement or disability benefits, enter the amount of Conservation
Reserve Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065),
box 20, code AH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b ( )
2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other
than farming). Ministers and members of religious orders, see instructions for types of income to
report on this line. See instructions for other income to report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 139,938
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 139,938
4 Multiply line 3 by 92.35% (0.9235). If less than $400, you don't owe self-employment tax; don't file
this schedule unless you have an amount on line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 129,233
Note: If line 4 is less than $400 due to Conservation Reserve Program payments on line 1b, see
instructions.
5 Self-employment tax. If the amount on line 4 is:
• $132,900 or less, multiply line 4 by 15.3% (0.153). Enter the result here and on Schedule 2 (Form
1040 or 1040-SR), line 4, or Form 1040-NR, line 55.
• More than $132,900, multiply line 4 by 2.9% (0.029). Then, add $16,479.60 to the result.
Enter the total here and on Schedule 2 (Form 1040 or 1040-SR), line 4, or Form 1040-NR, line 55 . . . . . . . . . . . . . 5 19,773
6 Deduction for one-half of self-employment tax.
Multiply line 5 by 50% (0.50). Enter the result here and on Schedule 1 (Form
1040 or 1040-SR), line 14, or Form 1040-NR, line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 9,887
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040 or 1040-SR) 2019
DAA
Form 1116 Foreign Tax Credit OMB No. 1545-0121

(Individual, Estate, or Trust)
Attach to Form 1040, 1040-SR, 1040-NR, 1041, or 990-T. 2019
Attachment
Internal Revenue Service (99) Go to www.irs.gov/Form1116 for instructions and the latest information. Sequence No. 19
Name Identifying number as shown on page 1 of your tax return

Use a separate Form 1116 for each category of income listed below. See Categories of Income in the instructions. Check only one box on each Form
1116. Report all amounts in U.S. dollars except where specified in Part II below.
a Section 951A income c X Passive category income e Section 901(j) income g Lump-sum distributions
b Foreign branch income d General category income f Certain income re-sourced by treaty
h Resident of (name of country) US United States

Note: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part II. If you paid taxes to
more than one foreign country or U.S. possession, use a separate column and line for each country or possession.
Part I Taxable Income or Loss From Sources Outside the United States (for category checked above)
Foreign Country or U.S. Possession Total
i Enter the name of the foreign country A B C (Add cols. A, B, and C.)
or U.S. possession . . . . . . . . . . . . . . . . RIC
1a Gross income from sources within country
shown above and of the type checked above
(see instructions): . . . . . . . . . . . . . . . . . . . . .
. ....................................
.Dividends & Interest
.................................... 23,915 1a 23,915
b Check if line 1a is compensation for personal
services as an employee, your total compen-
sation from all sources is $250,000 or more,
& you used an alternative basis to determine
its source (see instructions) . . . .
Deductions and losses (Caution: See instructions.):
2 Expenses definitely related to the income on
line 1a (attach
statement) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Pro rata share of other deductions not

definitely related:
a Certain itemized deductions or standard
deduction (see instructions) . . . . . . . . . . . . 24,400
b Other deds.
(attach stmt.) .........................
c Add lines 3a and 3b ................ 24,400
d Gross foreign source income (see instructions) 24,630
e Gross income from all sources (see instructions) . . 1,323,414
f Divide line 3d by line 3e (see instructions) 0.0186
g Multiply line 3c by line 3f ............ 454
4 Pro rata share of interest expense (see instructions):
a Home mortgage interest (use the Worksheet for
Home Mortgage Interest in the instructions) . . . . .
b Other interest expense . . . . . . . . . . . . . .
5 Losses from foreign sources . . . . . . . .
6 Add lines 2, 3g, 4a, 4b, and 5 . . . . . . . 454 6 454
7 Subtract line 6 from line 1a. Enter the result here and on line 15, page 2 ....................................... 7 23,461
Part II Foreign Taxes Paid or Accrued (see instructions)
Credit is claimed
for taxes (you Foreign taxes paid or accrued
must check one)
Country
In foreign currency In U.S. dollars

(j) X Paid
(k) Accrued Taxes withheld at source on: (p) Other Taxes withheld at source on: (t) Other (u) Total foreign
foreign taxes foreign taxes taxes paid or
(l) Date paid (n) Rents paid or (r) Rents paid or accrued (add cols.
(m) Dividends (o) Interest (q) Dividends (s) Interest
or accrued and royalties accrued and royalties accrued (q) through (t))
A 1099 Tax
B
C
8 Add lines A through C, column (u). Enter the total here and on line 9, page 2 ............................. 8
For Paperwork Reduction Act Notice, see instructions. Form 1116 (2019)
DAA

Form 1116 (2019) Page 2
Part III Figuring the Credit
9 Enter the amount from line 8. These are your total foreign taxes paid
or accrued for the category of income checked above Part I . . . . . . . . . . . . . . . . . . . . . . . 9
10 Carryback or carryover (attach detailed computation) ............................. 10

(If your income was section 951A income (box a above Part I), leave
line 10 blank.)
11 Add lines 9 and 10 ................................................................ 11
12 Reduction in foreign taxes (see instructions) ...................................... 12 ( )
13 Taxes reclassified under high tax kickout (see instructions) ....................... 13
14 Combine lines 11, 12, and 13. This is the total amount of foreign taxes available for credit . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Enter the amount from line 7. This is your taxable income or (loss) from
sources outside the United States (before adjustments) for the category
of income checked above Part I (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 23,461
16 Adjustments to line 15 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Combine the amounts on lines 15 and 16. This is your net foreign
source taxable income. (If the result is zero or less, you have no
foreign tax credit for the category of income you checked above
Part I. Skip lines 18 through 22. However, if you are filing more than
one Form 1116, you must complete line 20.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 23,461
18 Individuals: Enter the amount from Form 1040 or 1040-SR, line
11b; or Form 1040-NR, line 41. Estates and trusts: Enter your
taxable income without the deduction for your exemption . . . . . . . . . . . . . . . . . . . . . . . . . . 18 990,822
Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see
instructions.
19 Divide line 17 by line 18. If line 17 is more than line 18, enter “1” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 0.0237
20 Individuals: Enter the total of Form 1040 or 1040-SR, line 12a, and Schedule 2 (Form 1040 or
1040-SR), line 2. If you are a nonresident alien, enter the total of Form 1040-NR, line 42 and 44.
Estates and trusts: Enter the amount from Form 1041, Schedule G, line 1a; or the total of Form
990-T, lines 41, 42, and 44. Foreign estates and trusts should enter the amount from Form 1040-NR,
line 42 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 304,745
Caution: If you are completing line 20 for separate category g (lump-sum distributions), see
instructions
21 Multiply line 20 by line 19 (maximum amount of credit) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 7,216
22 Enter the smaller of line 14 or line 21. If this is the only Form 1116 you are filing, skip lines 23
through 30 and enter this amount on line 31. Otherwise, complete the appropriate line in Part IV (see
instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Part IV Summary of Credits From Separate Parts III (see instructions)
23 Credit for taxes on section 951A income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Credit for taxes on foreign branch income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
25 Credit for taxes on passive category income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
26 Credit for taxes on general category income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
27 Credit for taxes on section 901(j) income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
28 Credit for taxes on certain income re-sourced by treaty . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
29 Credit for taxes on lump-sum distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
30 Add lines 23 through 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Enter the smaller of line 20 or line 30 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
32 Reduction of credit for international boycott operations. See instructions for line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Subtract line 32 from line 31. This is your foreign tax credit. Enter here and on Schedule 3 (Form
1040 or 1040-SR), line 1; form 1040-NR, line 46; Form 1041, Schedule G, line 2a; or Form 990-T,
line 46a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 0
DAA Form 1116 (2019)
Form 8995-A Qualified Business Income Deduction OMB No. XXXX-XXXX
Attach to your tax return. 2019

Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55A
Name(s) shown on return Your taxpayer identification number
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
A COMMERCIAL BUILDING 41-2045097

B COMMERCIAL BUILDING 41-2045097
C COMMERCIAL BUILDING 26-1566368
Part II Determine Your Adjusted Qualified Business Income
A B C
2 Qualified business income from the trade, business, or aggregation.

See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 58,754 58,754 27,055
3 Multiply line 2 by 20% (0.20). If your taxable income is $160,700
or less ($160,725 if married filing separately; $321,400 if married
filing jointly), skip lines 4 through 12 and enter the amount from
line 3 on line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 11,751 11,751 5,411
4 Allocable share of W-2 wages from the trade, business, or
aggregation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 0 0 0
5 Multiply line 4 by 50% (0.50) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 0 0 0
6 Multiply line 4 by 25% (0.25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 0 0 0
7 Allocable share of the unadjusted basis immediately after
acquisition (UBIA) of all qualified property . . . . . . . . . . . . . . . . . . . 7 308,580 308,580 249,141
8 Multiply line 7 by 2.5% (0.025) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 7,715 7,715 6,229
9 Add lines 6 and 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 7,715 7,715 6,229
10 Enter the greater of line 5 or line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . 10 7,715 7,715 6,229
11 W-2 wage and qualified property limitation. Enter the smaller of
line 3 or line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 7,715 7,715 5,411
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 7,715 7,715 5,411
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 7,715 7,715 5,411
16 Total qualified business income component. Add all amounts
reported on line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 59,681
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Form 8995-A (2019)
DAA

Form 8995-A (2019) Page 2
Part III Phased-in Reduction
Complete Part III only if your taxable income is more than $160,700 but not $210,700 ($160,725 and $210,725 if married filing
separately; $321,400 and $421,400 if married filing jointly) and line 10 is less than line 3. Otherwise, skip Part III.
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 $160,700 ($160,725 if
married filing separately; $321,400 if
married filing jointly) . . . . . . . . . . . . . 21
22 Subtract line 21 from line 20 22
23 Phase-in range. Enter $50,000 ($100,000 if
23
married filing jointly) . . . . . . . . . . . . . . .
24 24
Phase-in percentage. Divide line 22 by line 23 %
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 59,681
28 Qualified REIT dividends and publicly traded partnership (PTP) income or
(loss). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 9
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 9
31 REIT and PTP component. Multiply line 30 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . 31 2
32 Qualified business income deduction before the income limitation. Add lines 27 and 31 . . . . . . . . . . . . . . . . . . . . . 32 59,683
33 Taxable income before qualified business income deduction . . . . . . . . . . . . . . . . . . . . 33 1,065,747
34 Net capital gain. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 33,170
35 Subtract line 34 from line 33. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 1,032,577
36 Income limitation. Multiply line 35 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 206,515
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 59,683
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 59,683
40 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 28 and 29. If zero or
greater, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 ( 0)
Form 8995-A (2019)
DAA
Form 8995-A Qualified Business Income Deduction OMB No. XXXX-XXXX

Internal Revenue Service Go to www.irs.gov/Form8995A for instructions and the latest information. Sequence No. 55A
Name(s) shown on return Your taxpayer identification number
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
A COMMERCIAL BUILDING 26-1566368

B TJ NUTRITION LLC 47-4046238
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 27,055 167,147
3 Multiply line 2 by 20% (0.20). If your taxable income is $160,700
or less ($160,725 if married filing separately; $321,400 if married
filing jointly), skip lines 4 through 12 and enter the amount from
line 3 on line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 5,411 33,429
4 Allocable share of W-2 wages from the trade, business, or
aggregation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 0 73,674
5 Multiply line 4 by 50% (0.50) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 0 36,837
6 Multiply line 4 by 25% (0.25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 0 18,419
7 Allocable share of the unadjusted basis immediately after
acquisition (UBIA) of all qualified property . . . . . . . . . . . . . . . . . . . 7 249,142 0
8 Multiply line 7 by 2.5% (0.025) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 6,229 0
9 Add lines 6 and 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 6,229 18,419
10 Enter the greater of line 5 or line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . 10 6,229 36,837
11 W-2 wage and qualified property limitation. Enter the smaller of
line 3 or line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 5,411 33,429
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 5,411 33,429
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 5,411 33,429
16 Total qualified business income component. Add all amounts
reported on line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Form 8995-A (2019)
DAA

Form 8995-A (2019) Page 2
Part III Phased-in Reduction
Complete Part III only if your taxable income is more than $160,700 but not $210,700 ($160,725 and $210,725 if married filing
separately; $321,400 and $421,400 if married filing jointly) and line 10 is less than line 3. Otherwise, skip Part III.
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 $160,700 ($160,725 if
married filing separately; $321,400 if
married filing jointly) . . . . . . . . . . . . . 21
22 Subtract line 21 from line 20 22
23 Phase-in range. Enter $50,000 ($100,000 if
23
married filing jointly) . . . . . . . . . . . . . . .
24 24
Phase-in percentage. Divide line 22 by line 23 %
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 . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 (2019)
DAA
Additional Medicare Tax

Form 8959 If any line does not apply to you, leave it blank. See separate instructions.
OMB No. 1545-0074
2019
Attach to Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS.
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 194,373
2 Unreported tips from Form 4137, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Add lines 1 through 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 194,373
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 5 250,000
6 Subtract line 5 from line 4. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 0
7 Additional Medicare Tax on Medicare wages. Multiply line 6 by 0.9% (0.009). Enter here and go to
Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Part II Additional Medicare Tax on Self-Employment Income
8 Self-employment income from Schedule SE (Form 1040 or 1040-SR), Section
A, line 4, or Section B, line 6. If you had a loss, enter -0- (Form 1040-PR or
1040-SS filers, see instructions.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 632,573
10 Enter the amount from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 194,373
11 Subtract line 10 from line 9. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 55,627
12 Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 576,946
13 Additional Medicare Tax on self-employment income. Multiply line 12 by 0.9% (0.009). Enter here and
go to Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 5,193
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
16 Subtract line 15 from line 14. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 0
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 or 1040-SR), line 8 (check
box a) (Form 1040-NR, 1040-PR, or 1040-SS filers, see instructions), and go to Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 5,193
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 2,818
20 Enter the amount from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 194,373
21 Multiply line 20 by 1.45% (0.0145). This is your regular Medicare tax
withholding on Medicare wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 2,818
22 Subtract line 21 from line 19. If zero or less, enter -0-. This is your Additional Medicare Tax
withholding on Medicare wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 0
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 or 1040-SR, line 17 (Form 1040-NR, 1040-PR, or
1040-SS filers, see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
DAA
Form 8960 Net Investment Income Tax—

Individuals, Estates, and Trusts
OMB No. 1545-2227

Attachment
Internal Revenue Service (99) 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
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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 738
2 Ordinary dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2,259
3 Annuities (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4a Rental real estate, royalties, partnerships, S corporations, trusts, etc. (see
instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4a 621,702
b Adjustment for net income or loss derived in the ordinary course of a non-
section 1411 trade or business (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b -567,592
c Combine lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c 54,110
5a Net gain or loss from disposition of property (see instructions) . . . . . . . . . . . . . . . . . . . . 5a 30,978
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 30,978
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 88,085
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 88,085
Individuals:
13 Modified adjusted gross income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 1,090,147
14 Threshold based on filing status (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 250,000
15 Subtract line 14 from line 13. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 840,147
16 Enter the smaller of line 12 or line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 88,085
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 3,347
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
DAA
6781
OMB No. 1545-0644
Gains and Losses From Section 1256
Form
Contracts and Straddles
Go to www.irs.gov/Form6781 for the latest information.
2019
Attachment
Internal Revenue Service Attach to your tax return. Sequence No. 82
Name(s) shown on tax return Identifying number
Check all applicable boxes (see instructions). A Mixed straddle election C Mixed straddle account election
B Straddle-by-straddle identification election D Net section 1256 contracts loss election
Part I Section 1256 Contracts Marked to Market
(a) Identification of account (b) (Loss) (c) Gain
1 APEX CLEARING AGGREGATE PROFIT 0 1,309
2 Add the amounts on line 1 in columns (b) and (c) . . . . . . . . . . . . . . . . . . . . . . . . . 2 ( ) 1,309

3 Net gain or (loss). Combine line 2, columns (b) and (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1,309
4 Form 1099-B adjustments. See instructions and attach statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Combine lines 3 and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 1,309
Note: If line 5 shows a net gain, skip line 6 and enter the gain on line 7. Partnerships and S corporations, see
instructions.
6 If you have a net section 1256 contracts loss and checked box D above, enter the amount of loss to be carried
back. Enter the loss as a positive number. If you didn't check box D, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Combine lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1,309

8 Short-term capital gain or (loss). Multiply line 7 by 40% (0.40). Enter here and include on line 4 of Schedule D or
on Form 8949 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 524
9 Long-term capital gain or (loss). Multiply line 7 by 60% (0.60). Enter here and include on line 11 of Schedule D
or on Form 8949 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 785
Part II Gains and Losses From Straddles. Attach a separate statement listing each straddle and its components.
Section A – Losses From Straddles
(f) Loss.
(b) Date If column (e) (g) (h) Recognized loss.
(c) Date (e) Cost or other Unrecognized
(a) Description of property entered (d) Gross is more than If column (f) is more
closed out basis plus (d), enter gain on
into or sales price than (g), enter
or sold expense of sale difference. offsetting difference.
acquired Otherwise, positions
Otherwise, enter -0-.
enter -0-.
10
11a Enter the short-term portion of losses from line 10, column (h), here and include on line 4 of Schedule D or on
Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a ( )
b Enter the long-term portion of losses from line 10, column (h), here and include on line 11 of Schedule D or on
Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b ( )
Section B – Gains From Straddles
(b) Date (f) Gain. If column
entered (c) Date (d) Gross (e) Cost or other (d) is more than (e),
(a) Description of property closed out basis plus
into or sales price enter difference.
or sold expense of sale
acquired Otherwise, enter -0-.
12
13a Enter the short-term portion of gains from line 12, column (f), here and include on line 4 of Schedule D or on Form
8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13a
b Enter the long-term portion of gains from line 12, column (f), here and include on line 11 of Schedule D or on Form
8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b
Part III Unrecognized Gains From Positions Held on Last Day of Tax Year. Memo Entry Only (see instructions)
(e) Unrecognized
(c) Fair market value (d) Cost or other
gain. If column (c) is
(a) Description of property (b) Date on last business day basis more than (d), enter
acquired of tax year as adjusted difference. Otherwise,
enter -0-.
14
For Paperwork Reduction Act Notice, see instructions. Form 6781 (2019)
DAA
Form 1040/SR Form 1040 or 1040-SR Reconciliation Worksheet 2019
Filing Status: 1 Single X 2 Married filing jointly 3 Married filing separately 4 Head of household* 5 Qualifying widow(er)*
MFS spouse name: *Qualifying person that is a child but not a dependent:
Taxpayer first name and initial Last name Taxpayer social security number
If a joint return, spouse's first name and 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
1468 SAND HILL CT Taxpayer Spouse
City, town or post office, state, and ZIP code.

ROANOKE TX 76262
Foreign country name Foreign province/state/county Foreign postal code
6a X Taxpayer. If someone can claim you as a dependent, do not check box 6a Boxes checked on 6a and 6b . . . . . . . . . . . 2
b X Spouse Children on 6c who lived with you . . . . . . . 1
Children on 6c who did not live with you . . .
Dependents on 6c not entered above . . . .
Total. Add lines above 3
6c Dependents: (4)  if qualifies for
(1) First name Last name (2) Social security number (3) Relationship to you Child tax credit Other dependents If more than four
JAMES R DRISCOLL 629-60-9309 Son dependents,
 here
7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 194,373

Income 8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 738
(Schedule 1) b Tax-exempt interest. Do not include on line 8a . . . . . . . . . . . . . . . . 8b
9a Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a 2,259
b Qualified dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b 2,192
10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 11
Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 279,878
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 30,978
14 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
15a IRA distributions . . . . . . . . . . . . 15a b Taxable amount . . . . . . . . . . . 15b
16a Pensions and annuities . . . . . 16a b Taxable amount . . . . . . . . . . . 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . 17 621,702
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20a Social security benefits . . . . . . . . 20a b Taxable amount . . . . . . . . . . . 20b
21 Other income. List type and amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Combine the amounts in the far right column for lines 7 through 21. This is your total income 22 1,129,928
23 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Adjusted 24 Certain business expenses of reservists, performing artists, and
Gross fee-basis government officials. Attach Form 2106 or 2106-EZ . . . 24
Income 25 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . 25
(Schedule 1) 26 Moving expenses. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
27 Deductible part of self-employment tax. Attach Schedule SE . . . . 27 17,186
28 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . 28
29 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . 29 22,595
30 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31a Alimony paid b Recipient's SSN 31a
32 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
34 Tuition and fees. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
35 Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
36 Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 39,781
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . 37 1,090,147
Form 1040/SR Form 1040 or 1040-SR Reconciliation Worksheet, Page 2 2019

Name DIANA L & RICHARD A DRISCOLL Tp TIN 464-21-1241
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 1,090,147
Tax and 39a Check You were born before January 2,1955,
Credits
(Schedules 2, 3)
if: {
Spouse was born before January 2,1955,
Blind.
Blind.
Total boxes
checked } 39a
b If your spouse itemizes on a separate return or you were a dual-status alien, check here 39b
Standard
Deduction 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . . . . . . . 40 24,400
for— 41 Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 1,065,747
• People who
check any
42 Qualified business income deduction (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 59,683
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 1,006,064
39a or 39b or
who can be 44 Tax (see instr.). Check if any from: a Form(s) b
8814
Form c
4972 . ...................... 44 304,745
claimed as a 45 Alternative minimum tax (see instructions). Attach Form 6251 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
dependent,
see 46 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
instructions.
• All others:
47 Add lines 44, 45, and 46 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 304,745
Single or 48 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . . . . 48
Married filing
separately, 49 Credit for child and dependent care expenses. Attach Form 2441 . 49
$12,200 50 50
Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . . . .
Married filing
jointly or 51 Retirement savings contributions credit. Attach Form 8880 . . . . . . . 51
Qualifying
widow(er), 52 Child tax credit/credit for other dependents . . . . . . . . . . . . . . . . . . . . . . . 52
$24,400 53 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . 53
Head of
household, 54 Other credits from Form:a 3800 b 8801 c 54
$18,350
55 Add lines 48 through 54. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . 56 304,745
Other Taxes 57 Self-employment tax. Attach Schedule SE ............................................................ 57 34,370
(Schedule 2) 58 Unreported social security and Medicare tax from Form:a 4137 b 8919 . . . . . . . . . . . 58
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . . . . . . 59
60a Household employment taxes from Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60a
b First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . 60b
61 Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
62 Taxes from: a X Form 8959 b X Form 8960 c Instructions; enter code(s) 62 8,540
63 Section 965 net tax liability installment from Form 965-A . . . . . . . . . . . . . . . 63
64 Add lines 56 through 62. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 347,655
65 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . 65 45,799
Payments 66 2019 estimated tax payments and amount applied from 2018 return . . . . . 66 200,875
(Schedule 3) 67a Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67a
b Nontaxable combat pay election . 67b
68 Additional child tax credit. Attach Schedule 8812 . . . . . . . . . . . . . . . . . . . 68
69 American opportunity credit from Form 8863, line 8 . . . . . . . . . . . . . 69
70 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . 70
71 Amount paid with request for extension to file . . . . . . . . . . . . . . . . . . . 71 200,000
72 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . 72
73 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . 73
74 Credits from Form:a 2439 b Reserved c 8885 d 74
75 Add lines 65, 66, 67a, and 68 through 74. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 446,674
Refund 76 If line 75 is more than line 64, subtract line 64 from line 75. This is the amount you overpaid . . . . 76 99,019
77a Amount of line 76 you want refunded to you. If Form 8888 is attached, check here . . . . 77a
b Routing number c Type: Checking Savings
d Account number
78 Amount of line 76 you want applied to your 2020 estimated tax 78 99,019
Amount 79 Amount you owe. Subtract line 75 from line 64. For details on how to pay, see instructions . 79
You Owe 80 Estimated tax penalty (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . 80
Interest Date Return filed Late filing Interest (INT) Failure to file Failure to pay
Penalties Total
Third Party X Paid Preparer is 3rd Party Designee, Third Party Designee information not required
Designee Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. No
Designee's Personal identification number (PIN)
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Other Info
Taxpayer Daytime phone number Taxpayer: Occupation CONSULTANT IRS Identity Protection PIN
Spouse: Occupation OPTOMETRIST IRS Identity Protection PIN
Taxpayer Spouse Email address
DRISCOLRICH DRISCOLL, DIANA L & RICHARD A 10/8/2020
464-21-1241 Federal Statements
NUTRITIONAL PRODUCT SALES

Statement 1 - Schedule C, Cost of Goods Sold, Line 39 - Other Costs
Description Amount
FULFILLMENT COSTS $ 1,535
Total $ 1,535
1
Statement 2 - Schedule E, Page 2, Line 28

Name
P For Basis Comp Not at Passive Passive Nonpass Sec 179 Nonpass
S Ptr EIN Required Risk Loss Income Loss Deduct Income
KELLER PARKWAY PROPERTIES INC
S 41-2045097 $ $ $ $ $
Other Rental Income
S 41-2045097 58,754
S 41-2045097
Other Rental Income
S 41-2045097 58,754
GUEST MONTICELLO PARTNERS LTD
P 75-2759300
NORTH TEXAS TOTAL EYE CARE P A
S 20-4362550 X 22,400
S 20-4362550 X 22,401
COLLEYVILLE COMMERCIAL PROPERTIES
S 26-1566368
Rental Real Estate
S 26-1566368 27,055
COLLEYVILLE COMMERCIAL PROPERTIES
S 26-1566368
Rental Real Estate
S 26-1566368 27,055
UNITED STATES NATURAL GAS FUND
P 20-5576760
POTS CARE PLLC
P 47-4120533 94
Guaranteed payments – services
P 47-4120533 405,095
POTS CARE PLLC
P 47-4120533 94
Total $ 0 $ 216,419 $ 0 $ 0 $ 405,283
2
Form 1040 Shareholder's Basis Worksheet Page 1 2019

Name Taxpayer Identification Number
Name of Entity NORTH TEXAS TOTAL EYE CARE P A EIN20-4362550
Passive Activity Type Rental Real Estate K1 Unit 47
Shareholder Stock Basis
1. Beginning of year stock basis. Per IRC 1367(a)(2) do not enter an amount below zero . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 25,161
Increases to stock basis
2. Capital contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Ordinary business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 22,400
4. Net rental real estate income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Other net rental income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Interest, dividends and royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 11
7. Net capital gains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Net section 1231 gain and ordinary business gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Tax-exempt interest and other tax-exempt income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Excess of deductions for depletion over basis of property (other than oil and gas) . . . . . . . . . . . . . 11.
12. Other increases to stock basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Total increases to stock basis. Combine lines 2 through 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 22,411
14. Stock basis before distributions and items of loss or deductions. Add line 1 and line 13 and enter the result here . . . . . . . . . 14. 47,572
Decreases to stock basis
15. Distributions allowed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 40,978
16. Stock basis after distributions and before items of loss or deductions. Subtract line 15 from line 14. If zero or less, enter - 0 16. - 6,594
17. Losses and deductions applied against stock basis. (See Shareholder Basis Worksheet Page 2) 17. 379
18. Other decreases to stock basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Amount used to restore loan basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Total decreases (other than distributions) to stock basis. Combine lines 17 through 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 379
21. Stock basis at the end of year. (Subtract line 20 from line 16). Per IRC 1367(a)(2) do not enter an amount below zero . . . 21. 6,215
Shareholder Loan Basis
22. Beginning of year loan basis. Per IRC 1367(b)(2)(A) do not enter an amount below zero ...... 22.
23. Loans to corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Loan basis restored from line 19 above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
25. Other increases to loan basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25.
26. Loan repayments from line 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
27. Loan basis before losses and deductions. Combine lines 22 through 26 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27. 0
28. Losses and deductions applied against loan basis. (See Shareholder Basis Worksheet Page 2) 28.
29. Other decreases to loan basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29.
30. Total decreases to loan basis. Add lines 28 and 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 0
31. Loan basis at the end of year (Subtract line 30 from line 27). Per IRC 1367(b)(2)(A) do not enter an amount below zero . 31. 0
32. Stock and loan basis at the end of the year (Add lines 21 and line 31) .................................................... 32. 6,215
Gain Recognized on Excess Distributions
33. Property distributions reported in Box 16, Code D, Schedule K-1 (1120S) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 40,978
34. Stock basis before distributions and loss items (line 14) less gain from the entire disposition of stock reported on line 18. 34. 47,572
35. Total gain recognized on excess distributions. (Subtract line 34 from line 33) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35. 0
Sch D/8949, short-term capital gain Sch D/8949, long-term capital gain
Gain Recognized on Repayment of Shareholder Loan

36. Loan basis at beginning of tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36.
37. Basis restored - amount used in prior years to offset losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37.
38. Loan basis before loan repayment. Add line 36 and line 37 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.
39. Face amount of shareholder loan at beginning of tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39.
40. Loan repayments to shareholder during tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40.
41. Nontaxable return of loan basis. Divide line 38 by line 39 and multiply the result by line 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.
42. Gain recognized on repayment of shareholder loan (Subtract line 41 from line 40) ........................................ 42.
Sch D/8949, short-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sch D/8949, long-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Ordinary income on Schedule E page 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Name DIANA L DRISCOLL Id No. 464-21-1241
Entity Name EIN 20-4362550 Passive Activity Type Rental Real Estate K1 Unit 47
Basis reduced by nondeductible items before loss and deduction items
Loss Allocated to Shareholder Stock and Loan Basis
Suspended Current Total Allowed Disallowed Allowed Disallowed Loss Total
Losses Year Loss Loss Percent Stock Loss Stock Loss Percent Loan Loss Carryforward Allowed Loss
Nondeductible noncapital exp
& oil/gas depletion deduction: 379 379 1.0000 379 379
Losses and deductions:
Ordinary business loss
Net rental real estate loss
Other net rental loss
Short-term capital loss
Long-term capital loss
28% capital loss
Section 1231 loss
4797 - Ordinary loss
Other portfolio loss
1256 contracts and straddles
Other losses - Schedule E
Other losses - 1040 Sch 1
Section 179 expense
Cash contributions (60%/50%)
Cash contributions (30%)
Noncash contributions (50%)
Cap gain prop 50% org (30%)
Cap gain prop (20%)
Portfolio deductions (other)
Investment interest expense
Depletion
Deductions-royalty income
Section 59(e)(2) expenditures
Preproductive period exp.
Reforestation expense ded.
Other deductions
Foreign taxes
Total losses and deductions 1.0000
Total nonded and deductible items 379 379 379 379

Name of Entity NORTH TEXAS TOTAL EYE CARE P A EIN20-4362550
Passive Activity Type Rental Real Estate K1 Unit 48
Shareholder Stock Basis
1. Beginning of year stock basis. Per IRC 1367(a)(2) do not enter an amount below zero . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 25,162
Increases to stock basis
2. Capital contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Ordinary business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 22,401
4. Net rental real estate income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Other net rental income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Interest, dividends and royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 12
7. Net capital gains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Net section 1231 gain and ordinary business gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Tax-exempt interest and other tax-exempt income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Excess of deductions for depletion over basis of property (other than oil and gas) . . . . . . . . . . . . . 11.
12. Other increases to stock basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Total increases to stock basis. Combine lines 2 through 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 22,413
14. Stock basis before distributions and items of loss or deductions. Add line 1 and line 13 and enter the result here . . . . . . . . . 14. 47,575
Decreases to stock basis
15. Distributions allowed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 40,978
16. Stock basis after distributions and before items of loss or deductions. Subtract line 15 from line 14. If zero or less, enter - 0 16. - 6,597
17. Losses and deductions applied against stock basis. (See Shareholder Basis Worksheet Page 2) 17. 6,597
18. Other decreases to stock basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Amount used to restore loan basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Total decreases (other than distributions) to stock basis. Combine lines 17 through 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 6,597
21. Stock basis at the end of year. (Subtract line 20 from line 16). Per IRC 1367(a)(2) do not enter an amount below zero . . . 21. 0
Shareholder Loan Basis
22. Beginning of year loan basis. Per IRC 1367(b)(2)(A) do not enter an amount below zero ...... 22.
23. Loans to corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Loan basis restored from line 19 above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
25. Other increases to loan basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25.
26. Loan repayments from line 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
27. Loan basis before losses and deductions. Combine lines 22 through 26 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27. 0
28. Losses and deductions applied against loan basis. (See Shareholder Basis Worksheet Page 2) 28.
29. Other decreases to loan basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29.
30. Total decreases to loan basis. Add lines 28 and 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 0
31. Loan basis at the end of year (Subtract line 30 from line 27). Per IRC 1367(b)(2)(A) do not enter an amount below zero . 31. 0
32. Stock and loan basis at the end of the year (Add lines 21 and line 31) .................................................... 32. 0
Gain Recognized on Excess Distributions
33. Property distributions reported in Box 16, Code D, Schedule K-1 (1120S) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 40,978
34. Stock basis before distributions and loss items (line 14) less gain from the entire disposition of stock reported on line 18. 34. 47,575
35. Total gain recognized on excess distributions. (Subtract line 34 from line 33) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35. 0
Sch D/8949, short-term capital gain Sch D/8949, long-term capital gain
Gain Recognized on Repayment of Shareholder Loan

36. Loan basis at beginning of tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36.
37. Basis restored - amount used in prior years to offset losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37.
38. Loan basis before loan repayment. Add line 36 and line 37 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.
39. Face amount of shareholder loan at beginning of tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39.
40. Loan repayments to shareholder during tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40.
41. Nontaxable return of loan basis. Divide line 38 by line 39 and multiply the result by line 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.
42. Gain recognized on repayment of shareholder loan (Subtract line 41 from line 40) ........................................ 42.
Sch D/8949, short-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sch D/8949, long-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Ordinary income on Schedule E page 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Name RICHARD A DRISCOLL Id No. 346-60-7721
Entity Name EIN 20-4362550 Passive Activity Type Rental Real Estate K1 Unit 48
Basis reduced by nondeductible items before loss and deduction items
Loss Allocated to Shareholder Stock and Loan Basis
Suspended Current Total Allowed Disallowed Allowed Disallowed Loss Total
Losses Year Loss Loss Percent Stock Loss Stock Loss Percent Loan Loss Carryforward Allowed Loss
Nondeductible noncapital exp
& oil/gas depletion deduction: 21,087 21,087 1.0000 6,597 14,490 14,490 6,597
Losses and deductions:
28% capital loss
Section 1231 loss
1256 contracts and straddles
Section 179 expense
Cash contributions (60%/50%)
Cap gain prop 50% org (30%)
Cap gain prop (20%)
Portfolio deductions (other)
Depletion
Other deductions
Foreign taxes
Total losses and deductions 1.0000
Total nonded and deductible items 21,087 21,087 6,597 14,490 14,490 6,597
Form 1040 Partner's Basis Worksheet Page 1 2019

Name of Entity GUEST MONTICELLO PARTNERS LTD EIN 75-2759300
Passive Activity Type Not Passive K1 Unit 12
1. Beginning of year basis. Per IRC 705(a)(2) do not enter an amount below zero . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 6,745
Increases to basis:
2. Capital contributions: Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Capital contributions: Property (adjusted basis) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Increase in share of partnership liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Ordinary business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Net rental real estate income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Other net rental income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Net short-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net long-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Net 28% rate capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net section 1231 gain and ordinary business gains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
15. Tax-exempt interest and other tax-exempt income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Excess of deductions for depletion over basis of property (other than oil and gas) . . . . . . . . . 17.
18. Other increases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.
19. Total increases to basis. Combined lines 2 through 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 0
20. Adjusted basis before items decreasing basis. Add line 1 and line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 6,745
Decreases to basis:
21. Distributions: Cash and marketable securities (Sch K-1 (1065), Box 19 A) . . . . . . . . . . . . . . . . . 21.
22. Distributions: Property (adjusted basis) (Sch K-1 (1065), Box 19 C) . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Decrease in share of partnership liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Total distributions. Combine lines 21 through 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 0
25. Nondeductible and non-capital expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 0
26. Oil and gas property depletion deduction up to adjusted basis of property ................. 26.
27. Other decreases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Total decreases to basis except items of loss and deductions. Combine lines 24 through 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
29. Adjusted basis before items of loss or deductions (Subtract line 28 from line 20. Do not enter less than zero) . . . . . . 29. 6,745
30. Partnership losses and deductions applied against basis. (See Partner's Basis Worksheet Page 2) . . . . . . . . . . . . . . . . . . . . . 30.
31. Basis at the end of the year. (Subtract line 30 from line 29. Do not enter less than zero) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 6,745
Gain Recognized on Distributions
32. Total distributions less property distributions. Subtract line 22 from line 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.
33. Adjusted basis before items decreasing basis (line 20) less gain from entire disposition of partnership on line 27. . . . . . . . . 33.
34. Gain recognized on excess distributions. (Subtract line 33 from line 32) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.
Sch E page 2, ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sch D/8949, short-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sch D/8949, long-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35. Gain recognized on appreciated property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
36. Total gain recognized on distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36. 0

Name of Entity UNITED STATES NATURAL GAS FUND EIN 20-5576760
Passive Activity Type Other Passive K1 Unit 100
Increases to basis:
4. Increase in share of partnership liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Ordinary business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
16. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
18. Other increases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.
19. Total increases to basis. Combined lines 2 through 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 0
Decreases to basis:
25. Nondeductible and non-capital expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 0
26. Oil and gas property depletion deduction up to adjusted basis of property ................. 26.
27. Other decreases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Total decreases to basis except items of loss and deductions. Combine lines 24 through 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.

Name of Entity POTS CARE PLLC EIN 47-4120533
Increases to basis:
4. Increase in share of partnership liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 8,443
5. Ordinary business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 94
8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
16. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
18. Other increases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.
19. Total increases to basis. Combined lines 2 through 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 8,537
Decreases to basis:
25. Nondeductible and non-capital expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 4,534
26. Oil and gas property depletion deduction up to adjusted basis of property . . . . . . . . . . . . . . . . . 26.
27. Other decreases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Total decreases to basis except items of loss and deductions. Combine lines 24 through 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28. 4,534

Suspended Allowed Disallowed Loss

Description Amount Current Year Total Loss Percent Loss Carryforward
Nondeductible noncap exp
Nondeductible expenses 4,534 4,534 4,534
Ptrship losses and deductions
28% capital loss
Section 1231 loss
1256 contracts/straddles
Other losses - Sch E
Section 179 expense
Noncash contrib (50%)
Cap gain prop 50% (30%)
Cap gain prop (20%)
Portfolio deduct (other)
Depletion
Foreign taxes
Other deductions
Total losses and deductions

Increases to basis:
4. Increase in share of partnership liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 8,442
5. Ordinary business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 94
8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
16. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
18. Other increases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.
19. Total increases to basis. Combined lines 2 through 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 8,536
Decreases to basis:
25. Nondeductible and non-capital expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 4,534
26. Oil and gas property depletion deduction up to adjusted basis of property . . . . . . . . . . . . . . . . . 26.
27. Other decreases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Total decreases to basis except items of loss and deductions. Combine lines 24 through 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28. 4,534

Suspended Allowed Disallowed Loss

Description Amount Current Year Total Loss Percent Loss Carryforward
Nondeductible noncap exp
Nondeductible expenses 4,534 4,534 4,534
Ptrship losses and deductions
28% capital loss
Section 1231 loss
1256 contracts/straddles
Other losses - Sch E
Section 179 expense
Cap gain prop 50% (30%)
Cap gain prop (20%)
Portfolio deduct (other)
Depletion
Foreign taxes
Other deductions
Total losses and deductions
Form 1040 Qualified Dividends and Capital Gain Tax Worksheet 2019
1. Enter the amount from Form 1040 or 1040-SR, line 11b. However, if you are
filing Form 2555 (relating to foreign earned income), enter the amount from
line 3 of the Foreign Earned Income Tax Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 1,006,064
2. Enter the amount from Form 1040 or 1040-SR, line 3a* . . . . . . . 2. 2,192
3. Are you filing Schedule D?*
X Yes. Enter the smallerof line 15 or 16 of
Schedule D. If either line 15 or 16 is a
loss, enter -0- 3. 30,978
No. Enter the amount from Form 1040 or 1040-SR, line 6
4. Add lines 2 and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 33,170
5. If filing Form 4952 (used to figure investment
interest expense deduction), enter any amount from
line 4g of that form. Otherwise, enter -0- . . . . . . . . . . . . . . . . . . . . . . 5. 0
6. Subtract line 5 from line 4. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 33,170
7. Subtract line 6 from line 1. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 972,894
8. Enter:
$39,375 if single or married filing separately,
$78,750 if married filing jointly or qualifying widow(er), .................... 8. 78,750
$52,750 if head of household.
9. Enter the smaller of line 1 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 78,750
11. Subtract line 10 from line 9. This amount is taxed at 0% . . . . . . . . . . . . . . . . . . . . . . 11. 0
13. Enter the amount from line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 0
14. Subtract line 13 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. 33,170
15. Enter:
$434,550 if single,
$244,425 if married filing separately, .................... 15. 488,850
$488,850 if married filing jointly or qualifying widow(er),
$461,700 if head of household.
16. Enter the smaller of line 1 or line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 488,850
17. Add lines 7 and 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 972,894
18. Subtract line 17 from line 16. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . 18. 0
19. Enter the smaller of line 14 or line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Multiply line 19 by 15% (0.15) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 0
21. Add lines 11 and 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
22. Subtract line 21 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22. 33,170
23. Multiply line 22 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23. 6,634
24. Figure the tax on the amount on line 7. If the amount on line 7 is less than $100,000, use the Tax
Table to figure tax. If the amount on line 7 is $100,000 or more, use the Tax Computation
Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 298,111
25. Add lines 20, 23, and 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 304,745
26. Figure the tax on the amount on line 1. If the amount on line 1 is less than $100,000, use the Tax
Table to figure the tax. If the amount on line 1 is $100,000 or more, use the Tax Computation
Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26. 310,384
27. Tax on all taxable income. Enter the smaller of line 25 or line 26. Also include this amount on
Form 1040 or 1040-SR, line 12a. If you are filing Form 2555, do not enter this amount on Form
1040 or 1040-SR, line 12a. Instead, enter it on line 4 of the Foreign Earned Income Tax Worksheet . . . . . . . . . . . . 27. 304,745
*If you are filing Form 2555, these lines may be reduced (but not below zero) by your capital gain excess. Please refer to Foreign Earned
Income Tax Worksheets - Excess Capital Gain for detail if the lines have been reduced.
Form 1040 Qualified Tuition Program Distribution Worksheet 2019


Taxpayer Spouse
1. Enter your total earnings distributed from QTPs ....................................... 1. 10,600

2. Enter your adjusted education expenses allocated to QTPs ........................... 2. 25,994
3. Enter your total gross distributions from QTPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 25,994
4. Enter the nontaxable QTP factor (divide line 2 by line 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 1.0000
5. Enter the nontaxable portion of QTP earnings (multiply line 1 by line 4) . . . . . . . . . . . . . . . . 5. 10,600
6. Enter your taxable portion of QTP earnings (subtract line 5 from line 1)
This is the taxable portion of all QTPs for the year. Enter the amount here
and include it on line 8 of Form 1040, Schedule 1 ..................................... 6.
7. Enter the amount of QTP distributions that are not subject to additional tax.
Enter the amount here and include the amount on line 6 of Form 5329. . . . . . . . . . . . . . . . . 7.
8. Subtract line 7 from line 6. This is the amount of QTP distributions subject to the
additional tax, enter the amount here and include it on line 7 of Form 5329. ..... 8. 0 0
Form 1040 QTP/ESA Basis Worksheet 2019


Payer's/Trustee's name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NEBRASKA EDUCATIONAL SAVINGS PLAN
Account type . . . . . . . . . . . . . State
. QTP Account number 753388044-01
Beneficiary first name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . JAMES R Beneficiary last name DRISCOLL
Worksheet for Determining QTP/ESA Basis Amounts
1. Basis in QTP/ESA as of December 31, 2018 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.

2. Enter QTP/ESA contributions for 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Enter distributions from this QTP/ESA during 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 15,394
5. Subtract Line 4 from Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 0
6. Other increases or decreases to basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Basis in your QTP or ESA as of December 31, 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
Form 1116 Foreign Tax Credit Worksheet 2019


If you have qualified dividends or capital gains, you may be required to use the worksheet on this page to make adjustments to those qualified dividends and gai
before taking them into account on line 18. If you qualify for the adjustment exception as detailed in the Form 1116 instructions, no adjustment is necessary.
If you figured your tax using the Qualified Dividends and Capital Gain Tax Worksheet, complete the worksheet as follows: Skip lines 2 through 5.
On line 6, enter the amount from line 22 of the Qualified Dividends and Capital Gain Tax Worksheet. Complete all other lines as instructed on the worksheet
Worksheet for Form 1116, Page 2, Line 18
1. Enter the amount from Form 1040 or 1040-SR line 11b or Form 1040NR, line 41 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 1,006,064
2. Enter your worldwide 28% gains (see instructions) . . . . . . . . 2.
3. Multiply line 2 by .2432 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Enter your worldwide 25% gains (see instructions) . . . . . . . . 4.
5. Multiply line 4 by .3243 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Enter your worldwide 20% gains and qualified dividends
(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 33,170
7. Multiply line 6 by .4595 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 15,242
(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Multiply line 8 by .5946 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Add lines 3, 5, 7, 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 15,242
12. Subtract line 11 from line 1. Enter the result here and on Form 1116, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 990,822
Please refer to the Form 6251 instructions for the alternative minimum tax amounts reported on this worksheet
Worksheet for AMT Form 1116, Page 2, Line 18
1. Enter the amount from Form 6251, line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 1,038,046

2. Enter the amount from Form 6251, line 36 . . . . . . . . . . . . . . . . 2.
3. Multiply line 2 by .1071 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Enter the amount from Form 6251, line 33 . . . . . . . . . . . . . . . . 4. 33,170
5. Multiply line 4 by .2857 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 9,477
7. Multiply line 6 by .4643 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
9. Add lines 3, 5, 7 and 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 9,477
10. Subtract line 9 from line 1. Enter the result here and on the AMT Form 1116, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 1,028,569
Form 1040 Foreign Tax Credit Carryover Worksheet 2019

Foreign Income Category ................................................... Passive Income
Regular
Foreign Taxes Maximum Credit Unused (+) Carryback Carryforward * CY Unused (+)
Available Allowable or Excess (-) Applied from CY Applied to CY or Excess (-)
2009
2010
2011
2012
2013
2014 33 570 -537 -537
2015 337 484 -111 -111
2016 365 329
2017 2,300 -2,300 -2,300
2018 103 5,216 -5,113 -5,113
2019 7,216 -7,216 -7,216
* Amounts flow to the Foreign
Tax Credit Carryover Report
Alternative Minimum Tax
Foreign Taxes Maximum Credit Unused (+) Carryback Carryforward * CY Unused (+)
Available Allowable or Excess (-) Applied from CY Applied to CY or Excess (-)
2009
2010
2011
2012
2013
2014 33 799 -766 -766
2015 337 666 -329 -329
2016 365 430 -65 -65
2017 2,419 -2,419 -2,419
2018 103 4,542 -4,439 -4,439
2019 5,974 -5,974 -5,974
* Amounts flow to the Foreign
Tax Credit Carryover Report
Form 1040 Roth IRA Worksheets 2019


Taxpayer IRA Spouse IRA
Modified adjusted gross income for Roth IRA contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Roth IRA Contribution Worksheet

1. Enter your taxable compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Enter the smaller of line 1 or $6,000 ($ 7,000 if 50 or older) . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Enter your total contributions to traditional IRAs for 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Subtract line 3 from line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Enter: $203,000 if married filing jointly or qualifying widow(er); $10,000 if
married filing separately and you lived with your spouse at any time during the year.
All other filers, enter $137,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Enter your modified AGI for purposes of Roth IRAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Subtract line 6 from line 5. If zero or less, stop here; you may not contribute
to a Roth IRA for 2019. See Recharacterizations on page 3 of Form 8606
instructions if you made Roth IRA contributions for 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 0 0
8. If line 5 above is $137,000, enter $15,000; otherwise, enter $10,000.
If line 7 is greater than or equal to line 8, skip lines 9 and 10, and enter
the amount from line 4 on line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Divide line 7 by line 8 and enter the result as a decimal (rounded to at

least 3 places). Do not enter more than "1.000" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Multiply line 2 by line 9. If the result is not a multiple of $10, round it up to the next
multiple of $10 (e.g., round $611.40 to $620) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Enter the greater of $200 or the amount on line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Maximum 2019 Roth IRA contribution. Enter the smaller of line 4 or line 11.
See Recharacterizations on page 3 of Form 8606 instructions if you contributed
more than this amount to Roth IRAs for 2019 ..... 12.
Taxpayer IRA Spouse IRA
Modified adjusted gross income for Roth IRA conversions (does not include
minimum required distributions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Worksheet for Determining Roth IRA Basis Amounts

1. Basis in your Roth IRA contributions as of December 31,2018. ...................... 1. 6,500
2. Enter your Roth IRA contributions for 2019, adjusted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
for any recharacterizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Add lines 1 and 2. .................................................................... 3. 6,500
4. Enter the amount, if any, from Form 8606, line 19. .................................... 4.
5. Contribution basis loss. ............................................................... 5.
Basis in your Roth IRA contributions as of December 31, 2019.
6. Subtract lines 4 and 5 from line 3. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 6,500 0
7. Basis in your Roth IRA conversions as of December 31, 2018. ........................ 7.

8. Enter the amount(s), if any, from Form 8606 line 16. 8.
9. Add lines 7 and 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Enter the amount, if any, from Form 8606, line 23. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Conversion basis loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
Basis in your Roth IRA conversions as of December 31, 2019.
12. Subtract lines 10 and 11 from line 9. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . 12. 0 0
Form 1040 Form 8960 - Net Investment Income Worksheet 1 2019


Form 8960, Line 4b, Adjustment for net income or loss derived in the ordinary course of a non-section 1411 trade or business
Activity Net Rental Income(Loss)Net Royalty Income(Loss) Net K-1 Nonpassive Net K-1 Passive Non-section 1411
on Sch E on Sch E Income(Loss) on Sch E Income(Loss) on Sch E Adjustment
58,754 -58,754
58,754 -58,754
22,400 -22,400
22,401 -22,401
POTS CARE PLLC
405,189 -405,189
POTS CARE PLLC
94 -94
Totals 405,283 162,309
Additional adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total adjustment. Enter on Form 8960, line 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -567,592
Form 8960, Line 5b, Net gain or loss from disposition of property not subject to net investment income tax
Description Schedule D Schedule D Form 4797 Form 4797 Non-section 1411
Short Term Gain(Loss) Long Term Gain(Loss) Short Term Gain(Loss)Long Term Gains (Losses) Adjustment
Totals
Adjustment for capital loss
carryforward from 2018
Total capital gain/(loss) Total ordinary gain/(loss)
Additional adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total net gain or loss from disposition of property not subject to net investment income tax . . . . . . . . . . . . . . . . . . . . . .
Adjustment for capital loss carryover to 2020. Lesser of line 3 or 4 from worksheet below, entered as a negative number . . . . . . . . . . . 0
Total adjustment. Enter on Form 8960, line 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjustment for capital loss carryover to 2020

Complete this worksheet if there is a capital loss carryover to next year
1. Enter the Total capital gain/(loss) excluded. If a gain, enter as a negative. If a loss, enter as a positive. . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Enter the Total adjustment from disposition of partnership interest or S corporation stock
from Net Investment Income Worksheet 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Combine lines 1 and 2. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Enter the amount of capital loss carried over to the following year, as a positive number . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
Schedule C Qualified Business Income Calculation Worksheet 2019

Principle business or profession Form/Schedule Unit
MEDICAL RESEARCH C 1
1. Schedule C, Line 31, Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 105,399
Additions for qualified business income:
2. Form 4797, Ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
Prior to TCJA suspended losses allowed:
3. Passive suspended losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. At-Risk suspended losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Section 179 carryover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Total additions to net profit or (loss). Add lines 2 through 5. 6.
Subtractions for qualified business income

7. Form 4797, Ordinary loss (includes share of Net section 1231 losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Deductible portion of self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 4,429
9. Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Passive suspended to next year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. At-Risk suspended to next year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Total subtraction to net profit or (loss). Add lines 7 through 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 4,429
14. Qualified business income for this activity. Line 1 plus line 6 less line 13. ........................................ 14. 100,970
Carryovers: Pre -TCJA Post-TCJA

Passive activity:
Operating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 4797, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 1231 loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
At-Risk:
Operating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 4797, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 1231 loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 179 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 179 - COGS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other:
Section 179 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 179 - COGS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule C Qualified Business Income Calculation Worksheet 2019

Principle business or profession Form/Schedule Unit
NUTRITIONAL PRODUCT SALES C 3
1. Schedule C, Line 31, Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 174,479
Additions for qualified business income:
2. Form 4797, Ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
Prior to TCJA suspended losses allowed:
3. Passive suspended losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. At-Risk suspended losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Section 179 carryover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Total additions to net profit or (loss). Add lines 2 through 5. 6.
Subtractions for qualified business income

7. Form 4797, Ordinary loss (includes share of Net section 1231 losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Deductible portion of self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 7,332
9. Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Passive suspended to next year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. At-Risk suspended to next year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Total subtraction to net profit or (loss). Add lines 7 through 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 7,332
14. Qualified business income for this activity. Line 1 plus line 6 less line 13. ........................................ 14. 167,147
Carryovers: Pre -TCJA Post-TCJA

Passive activity:
Operating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 4797, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 1231 loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
At-Risk:
Operating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 4797, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 1231 loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 179 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 179 - COGS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other:
Section 179 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 179 - COGS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule E K-1 Reconciliation Worksheet - Qualified Business Income 2019

Name DIANA L DRISCOLL Taxpayer Identification Number 464-21-1241
Entity Name KELLER PARKWAY PROPERTIES INC EIN 41-2045097 Entity Type S Corporation Screen K1 K1 Unit 1
Activity Passive Activity Type Rental Real Estate Entire disposition of activity
Screen K1QBI QBI Items from Post - TCJA Basis Limitation Post - TCJA At-risk Limitation Qualified
Basis At-risk
Qualified Business Income Amount Schedule K-1 Carryover Adjustment Carryover Adjustment Passive LimitationBusiness Income
Ordinary business income/-loss
Net rental real estate income/-loss
Other net rental income/-loss 58,754 58,754 58,754
Royalties
Section 1231 gain (loss)
Section 179 expense
Disallowed Section 179 expense
Other income (loss)
Other income/-loss Form 1040
Charitable contributions
Other deductions
4797 ordinary income / -loss
Depletion
UPE + Debt financed acquisition
Deductible part of SE tax
Self-employed health insurance
Self-employed qualified plans deduct
Ordinary gains on distributions
Total Qualified Business Income 58,754
Pre -TCJA Post- TCJA Pre -TCJA Post - TCJA Pre -TCJA Post- TCJA
Suspended Loss Carryforwards Passive Passive Basis Basis At-Risk At-Risk Other carryovers
Section 179 expense
Depletion
Section 59(e)(2) expenditure
Preproductive period exp
Reforestation expense ded
Other deductions
Dependent care expense
Section 1231 loss

Name RICHARD A DRISCOLL Taxpayer Identification Number 346-60-7721
Entity Name KELLER PARKWAY PROPERTIES INC EIN 41-2045097 Entity Type S Corporation Screen K1 K1 Unit 2
Basis At-risk
Other net rental income/-loss 58,754 58,754 58,754
Royalties
Section 179 expense
Other income (loss)
Other deductions
Depletion
Section 179 expense
Depletion
Other deductions
Section 1231 loss

Entity Name NORTH TEXAS TOTAL EYE CARE P A EIN 20-4362550 Entity Type S Corporation Screen K1 K1 Unit 47
Basis At-risk
Ordinary business income/-loss 22,400 22,400 22,400
Other net rental income/-loss
Royalties
Section 179 expense
Other income (loss)
Other deductions
Depletion
Section 179 expense
Depletion
Other deductions
Section 1231 loss

Entity Name NORTH TEXAS TOTAL EYE CARE P A EIN 20-4362550 Entity Type S Corporation Screen K1 K1 Unit 48
Basis At-risk
Ordinary business income/-loss 22,401 22,401 22,401
Royalties
Section 179 expense
Other income (loss)
Other deductions
Depletion
Section 179 expense
Depletion
Other deductions
Section 1231 loss

Entity Name COLLEYVILLE COMMERCIAL PROPERTIES EIN 26-1566368 Entity Type S Corporation Screen K1 K1 Unit 49
Basis At-risk
Net rental real estate income/-loss 27,055 27,055 27,055
Royalties
Section 179 expense
Other income (loss)
Other deductions
Depletion
Section 179 expense
Depletion
Other deductions
Section 1231 loss

Entity Name COLLEYVILLE COMMERCIAL PROPERTIES EIN 26-1566368 Entity Type S Corporation Screen K1 K1 Unit 50
Basis At-risk
Net rental real estate income/-loss 27,055 27,055 27,055
Royalties
Section 179 expense
Other income (loss)
Other deductions
Depletion
Section 179 expense
Depletion
Other deductions
Section 1231 loss
Form 1040 Net Earnings from Self-Employment Worksheet 2019


Taxpayer Spouse
Farm profit or (loss)

Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Farm Partnerships - Schedule K-1, box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Auto expense from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Amortization from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Depreciation & Section 179 from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Depletion from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Other expenses from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Home office expenses from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Unreimbursed partnership expenses from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Debt financed acquisition interest from farm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Farm adjustment to SE Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Net farm profit or (loss) - Schedule SE line 1a 0 0
Conservation Reserve Program payments to social security/disability benefit recipients
included on Sch F, ln 4b or listed on Sch K-1 (Form 1065), box 20, code AH- Sch SE line( 1b 0) ( 0)
Nonfarm profit or (loss)
Schedule C (excluding minister Schedule C income reported below) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139,940 139,938
Nonfarm partnerships - Schedule K-1, box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405,095
Auto expense from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Amortization from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Depreciation & section 179 from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Depletion from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Other expenses from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Home office expenses from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Unreimbursed partnership expenses from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . ( ) ( )
Debt financed acquisition interest from nonfarm partnerships . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Nonfarm adjustment to SE income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Self-employment income reported as other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Self-employment income from contracts and straddles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Minister/clergy self-employment income (from Clergy Worksheet Page 3, line 7) . . . . . . . . . . . . . .
Net nonfarm profit or (loss) - Schedule SE line 2 545,035 139,938
Other income items subject to and/or exempt from self-employment tax
Fees received for services performed as a notary public . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Earnings while debtor in a chapter 11 bankruptcy case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Taxable community property income/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exempt community property income/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ( ) ( )
Net adjustment included on Schedule SE, line 3 0 0
Net profit (loss) from self-employment activities - Schedule SE line 3 545,035 139,938
Church employee income - Schedule SE, Page 2 line 5a
Form 1040 Self-Employed Health Insurance Deduction Worksheet 2019

Name of person with self-employment income (as shown on Form 1040 or 1040-SR) Taxpayer Identification Number
Description POTS CARE PLLC Form/Schedule K Unit number 101
1. Enter the total amount paid in 2019 for health insurance coverage established under your business (or the S-corporation
in which you were a more-than-2% shareholder) for 2019 for you, your spouse, and your dependents. Your insurance can
also cover your child who was under age 27 at the end of 2019, even if the child was not your dependent. But do not
include the following.
Amounts for any month you were eligible to participate in a health plan subsidized by your or your
spouse's employer or the employer of either your dependent or your child who was under the age
of 27 at the end of 2019.
Any amounts paid from retirement plan distributions that were nontaxable because you are a
retired public safety officer.
Any qualified health insurance coverage payments that you included on Form 8885, line 4, to claim
the HCTC or on Form 14095 to receive a reimbursement of the HCTC during the year.
Any advance monthly payments of the HCTC that your health plan administrator received from the
IRS, as shown on Form 1099-H, Health Coverage Tax Credit (HCTC) Advance Payments
Any qualified health insurance coverage payments you paid for eligible coverage months for
which you received the benefit of the HCTC monthly advance payment program.
Any payments for qualified long-term care insurance (see line 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 22,595
2. For coverage under a qualified long-term care insurance contract, enter for each person covered the
smaller of the following amounts.
a) Total payments made for that person during the year.
b) The amount shown below. Use the person's age at the end of the tax year.
$420 ----if that person is age 40 or younger
$790 ----if age 41 to 50
$1,580 ----if age 51 to 60
$4,220 ----if age 61 to 70
$5,270 ----if age 71 or older
Don't include payments for any month you were eligible to participate in a long-term care
insurance plan subsidized by your or your spouse's employer or the employer of either your
dependent or your child who was under the age of 27 at the end of 2019. If more than one person
is covered, figure separately the amount to enter for each person. Then enter the total of those amounts . 2.
3. Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 22,595
4. Enter your net profit* and any other earned income from the trade or business under which the
insurance plan is established. Don't include Conservation Reserve Program payments exempt from
self-employment tax. If the business is an S Corporation, skip to line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 405,095
5. Enter the total of all net profits* from: Schedule C, line 31; Schedule F, line 34; or Sch K-1 (1065),
box 14, Code A; plus any other income allocable to the profitable businesses. Don't include Conservation Reserve
Program payments exempt from self-employment tax. Don't include any net losses shown on these schedules. 5. 545,035
6. Divide line 4 by line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 0.7432
7. Multiply Schedule 1, line 14, or Form 1040NR, line 27, by the percentage on line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 5,425
8. Subtract line 7 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 399,670
9. Enter the amount, if any, from Schedule 1, line 15, or Form 1040NR, line 28, attributable to the same trade or
business in which the health insurance plan is established . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Subtract line 9 from line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 399,670
11. Enter your Medicare wages (Form W-2, box 5) from an S corporation in which you are a more-than-2% shareholder
and in which the health insurance plan is established . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Enter the amount from Form 2555, line 45, attributable to the amount entered on line 4 or 11 above, or
any amount from Form 2555-EZ, line 18, attributable to the amount entered on line 11 above . . . . . . . . . . . . . . . . . . . 12.
13. Subtract line 12 from line 10 or 11, whichever applies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 399,670
14. Self-employed health insurance deduction. Enter the smaller of line 3 or line 13 here and on Schedule 1, line 16 or
Form 1040NR, line 29. Don't include this amount in figuring any medical expense deduction on Schedule A . . . . 14. 22,595
* If you used either optional method to figure your net earnings from self-employment from any business, do not enter your net profit from the
business. Instead, enter the amount attributable to that business from Schedule SE (Form 1040), Section B, line 4b.
Form 1040, Dividend Income

Payer
Ordinary Qualified Section 199A
Dividends Dividends Dividends
APEX CLEARING
$ 219 $ 207 $
FIDELITY / NATIONAL FINANCIAL SERVICES
438 430 9
TD AMERITRADE #9929
1,602 1,555
Total
$ 2,259 $ 2,192 $ 9
Form 1040, Line 6 - Capital Gain Distributions

Capital Gain
Payer Distribution
FIDELITY / NATIONAL FINANCIAL SERVICES $ 154
TD AMERITRADE #9929 23,028
Total $ 23,182
Passive Income from B&D

Form 1116 line 1a - Gross Income From Sources Within Country
Description A B C
Foreign qualified dividends $ $ $
Foreign qualified divs taxed at 20% 1,555
x adjustment factor (0.5405) 840
Foreign capital gains 23,028
Other foreign gross income
1116 Foreign Gross Income 1,602
- 1116 Foreign Qualified Dividends 1,555
47
Total 23,915
Passive Income from B&D

Form 1116 line 3e - Gross Income from All Sources
Description Amount
1040 ln 1/2b-5b Sch 1 ln 1/2a/7/8 $ 197,370
Gross Sch C business income 448,723
Gross Sch D capital gains 55,619
Share PS/S-corp gross income 621,702
Total $ 1,323,414
Form 8606, Line 6 - Taxpayer and Spouse traditional IRA Value as of 12/31/19
Trustee Taxpayer Spouse
NATIONAL FINANCIAL SERVICES LLC $ 56,608 $
TD AMERITRADE CLEARING
TD AMERITRADE CLEARING
TASTY WORKS
TASTY WORKS
Total $ 56,608 $ 0
EMERGENT XIII LLC

Form W-2, Box 12
Description Amount
Cost of employer-sponsored health coverage $ 20,708
Total $ 20,708
464-21-1241 Federal Asset Report
FYE: 12/31/2019 MEDICAL RESEARCH
Date Bus Sec Basis

Asset Description In Service Cost % 179Bonus for Depr PerConv Meth Prior Current
Other Depreciation:
2 ORGANIZATION COSTS 8/06/12 5,200 5,200 5 MO S/L 5,200 0
Total Other Depreciation 5,200 5,200 5,200 0
Total ACRS and Other Depreciation 5,200 5,200 5,200 0
Amortization:
3 RESEARCH & DEVELOPMENT 1/01/14 44,723 44,723 15 MOAmort 14,908 2,981
4 RESEARCH & DEVELOPMENT 6/30/14 18,808 18,808 15 MOAmort 5,747 1,254
5 INTELLECTUAL PROPERTY LITIGATION4/04/14 180,628 180,628 15 MOAmort 57,199 12,042
244,159 244,159 77,854 16,277
Grand Totals 249,359 249,359 83,054 16,277

Less: Dispositions and Transfers 0 0 0 0
Less: Start-up/Org Expense 0 0 0 0
Net Grand Totals 249,359 249,359 83,054 16,277
Form 1040 Carryover Report 2019

Carryover Item Available to 2019 2019 Amounts Carryover to 2020
Minimum tax credit

Investment interest
Investment interest - AMT
Short-term capital loss - AMT
Long-term capital loss - AMT
Residential energy efficient property
D.C. first-time homebuyer credit
Tax credit bonds
Qualified business income loss
Qualified REIT income and PTP loss
Nonrecaptured Section 1231 Losses - Line 8, Form 4797 AMT Nonrecaptured Section 1231 Losses - Line 8, Form 4797
2014 Amounts 2014 Amounts
2018 Amounts Generated 94 2018 Amounts Generated 95
Available to 2019 94 Available to 2019 95
Carryover to 2020 94 Carryover to 2020 95
Form 1040 Inactive Activities Report 2019

Activity/Form Unit Description
C 4 CONSULTING
Form 1040 K1 Detail Summary Report, Page 1 2019

Name Taxpayer identification number
Activity
Passthrough Entity Name EIN Entity Type Passive Activity Type Disposed
A KELLER PARKWAY PROPERTIES INC 41-2045097 S Corporation Rental Real Estate
B KELLER PARKWAY PROPERTIES INC 41-2045097 S Corporation Rental Real Estate
C GUEST MONTICELLO PARTNERS LTD 75-2759300 Partnership Not Passive
D NORTH TEXAS TOTAL EYE CARE P A 20-4362550 S Corporation Rental Real Estate
Form / Schedule / Worksheet
Form 1040: A B C D
Other Income:
Other portfolio income (loss) Form 1040, Sch 1, Line 21
Other income (loss) - 1040, Sch 1 Form 1040, Sch 1, Line 21

Net operating loss carryover - regular Form 1040, Sch 1, Line 21
Net operating loss carryover - AMT Form 6251, Line 2f

Prior Year Basis Items Form 1040, Sch 1, Line 21
Basis Adjustment Form 1040, Sch 1, Line 21

Prior Year At-Risk Items Form 1040, Sch 1, Line 21
At-risk adjustment Form 1040, Sch 1, Line 21
PAL adjustment Form 1040, Sch 1, Line 21

PTP adjustment Form 1040, Sch 1, Line 21
Self-employed health insurance deduction:
Self-employed medical insurance Form 1040, Sch 1, Line 29
SE Health Ins Ded Wrk, Line 1
Penalty for early withdrawal of savings:
Penalty for early withdrawal Form 1040, Sch 1, Line 30
Prior Year Basis Losses Form 1040, Sch 1, Line 30

Prior Year At-Risk Losses Form 1040, Sch 1, Line 30
Federal income tax withheld
Back up withholding Form 1040, Line 16
Trust paid fed estimated tax
Form 4562:
Section 179 expenses Form 4562, line 6
Prior Year Basis Losses Form 4562, line 6
Basis Adjustment Form 4562, line 6
Prior Year At-Risk Losses Form 4562, line 6
At-risk adjustment Form 4562, line 6
Section 179 carryover Form 4562, line 10
Business income - basis adjustment Form 4562, line 11

Business income - At-risk adjustment Form 4562, line 11
Miscellaneous Items:
Section 179 exp ded allow in PY Form 4797, Part IV, Line 33
Section 179 recomputed depreciation Form 4797, Part IV, Line 34

Section 280F expense in PY Form 4797, Part IV, Line 33
Section 280F recomputed depreciation Form 4797, Part IV, Line 34

Qualified Business Income Deduction Information:
Section 199A REIT dividends

Activity
A NORTH TEXAS TOTAL EYE CARE P A 20-4362550 S Corporation Rental Real Estate
B COLLEYVILLE COMMERCIAL PROPERTIES 26-1566368 S Corporation Rental Real Estate
C COLLEYVILLE COMMERCIAL PROPERTIES 26-1566368 S Corporation Rental Real Estate
D UNITED STATES NATURAL GAS FUND 20-5576760 Partnership Other Passive
Form 1040: A B C D
Other Income:





Form 4562:




Activity
A POTS CARE PLLC 47-4120533 Partnership Not Passive
B POTS CARE PLLC 47-4120533 Partnership Not Passive
C
D
Form 1040: A B C D
Other Income: Totals:





Form 4562:



Form
1040 K1 Detail Summary Report, Page 3 2019
A KELLER PARKWAY PROPERTIES INC 41-2045097 S Corporation Rental Real Estate
B KELLER PARKWAY PROPERTIES INC 41-2045097 S Corporation Rental Real Estate
C GUEST MONTICELLO PARTNERS LTD 75-2759300 Partnership Not Passive
D NORTH TEXAS TOTAL EYE CARE P A 20-4362550 S Corporation Rental Real Estate
Form / Schedule / Worksheet A B C D
Schedule B:
Interest 11 Schedule B, Line 1
Tax-exempt interest Form 1040, Line 2b
Ordinary dividends Schedule B, Line 5

Qualified dividends Form 1040, Line 2b
Schedule A:
Medical and dental:
Shareholder medical ins - no W2 Schedule A, line 1
Basis adjustment Schedule A, line 1
At-risk adjustment Schedule A, line 1

Taxes:
State/local withholding taxes Schedule A, line 5a
State/local w/h - Sch K1 Basis Adj Schedule A, line 5a
State/local w/h - Sch K1 At-Risk Adj Schedule A, line 5a
Real estate taxes Schedule A, line 5b
RE tax - Sch K1 Basis Adj Schedule A, line 5b
RE tax - Sch K1 At-Risk Adj Schedule A, line 5b
Total foreign taxes paid/accrued Schedule A, line 6
Foreign taxes - K1 Basis Adj Schedule A, line 6
Foreign taxes - K1 At-Risk Adj Schedule A, line 6

Gifts to Charity:
Cash contributions (60%) Schedule A, line 11
60% Cash contrib Basis Adj Schedule A, line 11
60% Cash contrib Risk Adj Schedule A, line 11
Noncash contribution (50%) Schedule A, line 12
50% Noncash contrib Basis Adj Schedule A, line 12
50% Noncash contrib Risk Adj Schedule A, line 12
50% Cap Gain (30%) Schedule A, line 12
50% Cap Gain 30% Basis Adj Schedule A, line 12
50% Cap Gain 30% Risk Adj Schedule A, line 12
Capital gain property (20%) Schedule A, line 12
20% Contrib Basis Adj Schedule A, line 12
20% Contrib Risk Adj Schedule A, line 12
Miscellaneous Deductions:
Portfolio deduction not subject to 2% Schedule A, line 16
Basis Adjustment Schedule A, line 16
At-Risk Adjustment Schedule A, line 16

Estate tax deduction Schedule A, line 16
Excess deductions - 67(e) expense 1040, Sch 1, line 22

Excess deductions - other misc Schedule A, line 16
Form
A NORTH TEXAS TOTAL EYE CARE P A 20-4362550 S Corporation Rental Real Estate
B COLLEYVILLE COMMERCIAL PROPERTIES 26-1566368 S Corporation Rental Real Estate
C COLLEYVILLE COMMERCIAL PROPERTIES 26-1566368 S Corporation Rental Real Estate
D UNITED STATES NATURAL GAS FUND 20-5576760 Partnership Other Passive
Schedule B:

Schedule A:
Medical and dental:

Taxes:

Gifts to Charity:


Form
C
D
Schedule B: Totals:

Schedule A:
Medical and dental:

Taxes:

Gifts to Charity:



Activity
C
D
Schedule SE:
Taxpayer/Spouse/Joint T S Totals:
Net earnings from self-employment 405,095 405,095 Schedule SE, Line 1b
Gross Farming or Fishing income Schedule E, line 42

Gross nonfarm income Schedule SE, Part II
Farm partnerships:
Net earnings from self-employment Net Earning SE Wrk
Auto expense Net Earning SE Wrk

Amortization Net Earning SE Wrk
Depreciation & Section 179 Net Earning SE Wrk
Depletion Net Earning SE Wrk
Other expenses Net Earning SE Wrk
Home office expense Net Earning SE Wrk
Unreimbursed partnership expenses Net Earning SE Wrk
Debt financed acquisition interest Net Earning SE Wrk
Conservation Reserve Program pymts Net Earning SE Wrk
Nonfarm partnerships:
Net earnings from self-employment 405,095 405,095 Net Earning SE Wrk
Auto expense Net Earning SE Wrk
Amortization Net Earning SE Wrk
Depreciation & Section 179 Net Earning SE Wrk
Depletion Net Earning SE Wrk

Other expenses Net Earning SE Wrk
Home office expense Net Earning SE Wrk
Unreimbursed partnership expenses Net Earning SE Wrk
Debt financed acquisition interest Net Earning SE Wrk
Unreimbursed partner expenses:

Entered on Screen K1-4
Auto expense
Depr, Amortization & Sect 179 exp
Home office expense
Supplemental business expense
Total unreimbursed partner expenses Schedule E, line 28(h)
Form 1040 Salaries & Wages Report 2019

T/S Employer Federal Wages Federal Withheld Soc Sec Wages
A T EMERGENT XIII LLC 194,373 45,799 132,900
B
C
D
E
F
G
H
I
J
K
L
M
Taxpayer 194,373 45,799 132,900

Spouse
Totals 194,373 45,799 132,900
Soc Sec Withheld Medicare Wages Medicare Withheld Soc Sec Tips Allocated Tips Dep Care Ben Other, Box 14
A 8,240 194,373 2,818
B
C
D
E
F
G
H
I
J
K
L
M
Taxpayer 8,240 194,373 2,818

Spouse
Totals 8,240 194,373 2,818
State State Wages State Withheld Name of Locality Local Wages Local Withheld
A
B
C
D
E
F
G
H
I
J
K
L
M
Taxpayer
Spouse
Totals
Form 1040 Two Year Comparison Report - Page 1 2018 & 2019
2018 2019 Differences
Filing Status MFJ MFJ
Dependents 2 1 -1
1. Salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 136,516 194,373 57,857
2. Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 103 738 635
3. Tax exempt interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 11,941 2,259 -9,682
5. Qualified dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 5,068 2,192 -2,876
6. Taxable state/local refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
I 8. Business income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 276,572 279,878 3,306
n 9. Capital gain/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 22,067 30,978 8,911
c 10. Other gains/losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. -94 94
o 11. Taxable IRA distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
m 12. Taxable pensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
e 13. Rent and royalty income including farm rental . . . . . . . . . . . . . 13.
14. Partnership/S corp income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. 226,716 621,702 394,986
15. Estate or trust income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Farm income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17.
18. Taxable social security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 673,821 1,129,928 456,107
A 21. Moving expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
d 22. Deductible part of self-employment tax . . . . . . . . . . . . . . . . . . . . 22. 10,242 17,186 6,944
j
u 23. SEP/SIMPLE/Qualified plans deductions . . . . . . . . . . . . . . . . . . 23.
s 24. SE health insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 20,871 22,595 1,724
t 25. Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . 25.
m
26. Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
e
n 27. IRA deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
t 28. Student loan interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
s 29. Other adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29.
30. Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 642,708 1,090,147 447,439
31. Medical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.
D 32. Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32. 10,000 10,000
e 33. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 6,977 69 -6,908
d 34. Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34. 4,830 500 -4,330
u 35. Casualty losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
c 36. Miscellaneous expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36.
t 37. Allowable itemized deductions . . . . . . . . . . . . . . . . . . . . . . . . . 37. 21,807 10,569 -11,238
i 38. Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38. 24,000 24,400 400
o Standard Standard
n 39. Deduction taken . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39. 24,000 24,400 400
s 40. Taxable income before Qual Bus Inc Ded (QBID) . . . . . . . . . 40. 618,708 1,065,747 447,039
41. QBID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41. 58,841 59,683 842
42. Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42. 559,867 1,006,064 446,197
Form 1040 Two Year Comparison Report - Page 2 2018 & 2019
2018 2019 Differences
43. Taxable income from 2YR page 1, line 42 . . . . . . . . . . . . . . . . . 43. 559,867 1,006,064 446,197
44. Tax on taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44. 143,262 304,745 161,483
45. Alternative minimum tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45.
46. Excess advance premium tax credit . . . . . . . . . . . . . . . . . . . . . . . 46.
47. Child care credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47.
48. Education credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48.
T 49. Retirement savings credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49.
a 50. Child & other dependent tax credit . . . . . . . . . . . . . . . . . . . . . . . . 50.
x 51. General business credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.
52. Other credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52. 103 -103
C 53. Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53. 103 -103
o 54. Net tax liability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54. 143,159 304,745 161,586
m 55. Self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55. 20,484 34,370 13,886
p 56. Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56. 4,415 8,540 4,125
u 57. Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57. 168,058 347,655 179,597
t 58. Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58. 33,492 45,799 12,307
a 59. Estimated tax payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59. 135,441 200,875 65,434
t 60. Earned income credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60.
i 61. Additional Child tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61.
o 62. Other refundable tax credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62.
n 63. Other payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63. 60,000 200,000 140,000
64. Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64. 228,933 446,674 217,741
65. Tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65. -60,875 -99,019 -38,144
66. Penalties and interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66.
67. Net tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67. -60,875 -99,019 -38,144
68. Refund applied to estimated tax payments . . . . . . . . . . . . . . . . 68. 60,875 99,019 38,144
69. Refund received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69.
70. Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70. 30.0 % 35.0 %
Two Year Comparison - Tax Reconciliation Marginal Tax Rates
2018 2018 Marginal 2019 2019 Marginal

Taxable Income Tax Rate Taxable Income Tax Rate
Ordinary income . . . . 532,732 35.0 % 972,894 37.0 %
Capital income . . . . . . 27,135 20.0 % 33,170 20.0 %
Capital - Sec. 1250 . % %
Capital - Sec. 1202 . % %
Form 1040 Two Year Comparison Report - Schedule C 2018 & 2019
Principal business or profession Unit
MEDICAL RESEARCH 1
Income 2018 2019 Differences
1. Gross receipts or sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 108,000 127,058 19,058
2. Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Gross profit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 108,000 127,058 19,058
5. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 108,000 127,058 19,058
Expenses
7. Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Car and truck expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Commissions and fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Contract labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Depreciation and section 179 expense deduction . . . . . . . . . . . . . . . 12.
13. Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Insurance (other than health) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
15. Interest - mortgage (paid to banks, etc.) . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Interest - other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Legal and professional services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 15,592 4,732 -10,860
18. Office expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Pension and profit-sharing plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Rent or lease - vehicles, machinery, and equipment . . . . . . . . . . . . . 20.
21. Rent or lease - other business property . . . . . . . . . . . . . . . . . . . . . . . . . 21.
22. Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Supplies (not included in cost of goods sold) . . . . . . . . . . . . . . . . . . . . 23. 1,880 -1,880
24. Taxes and licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
25. Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.
26. Total meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
26a. Nondeductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . 26a.
26b. Deductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26b.
27. Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Wages (less employment credits) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
29. Other expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29. 20,934 16,927 -4,007
30. Total expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 38,406 21,659 -16,747
Profit/ (loss)
31. Tentative profit (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 69,594 105,399 35,805
32. Expenses for business use of home . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.
33. Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 69,594 105,399 35,805
Cost of Goods Sold
34. Inventory - Beginning of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.
35. Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
36. Labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36.
37. Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37.
38. Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.
39. Goods available for sale (sum of lines 34-38) . . . . . . . . . . . . . . . . 39.
40. Inventory - End of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40.
Form 1040 Two Year Comparison Report - Schedule C 2018 & 2019
Principal business or profession Unit
NUTRITIONAL PRODUCT SALES 3
Income 2018 2019 Differences
1. Gross receipts or sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 168,867 451,818 282,951
2. Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 45,579 130,541 84,962
4. Gross profit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 123,288 321,277 197,989
5. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 388 388
6. Gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 123,288 321,665 198,377
Expenses
7. Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 6,348 23,630 17,282
8. Car and truck expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Commissions and fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Contract labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Depreciation and section 179 expense deduction . . . . . . . . . . . . . . . 12.
13. Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Insurance (other than health) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. 2,038 5,241 3,203
15. Interest - mortgage (paid to banks, etc.) . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Interest - other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Legal and professional services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 1,386 785 -601
18. Office expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18. 187 -187
19. Pension and profit-sharing plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Rent or lease - vehicles, machinery, and equipment . . . . . . . . . . . . . 20.
21. Rent or lease - other business property . . . . . . . . . . . . . . . . . . . . . . . . . 21.
22. Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Supplies (not included in cost of goods sold) . . . . . . . . . . . . . . . . . . . . 23. 1,816 4,234 2,418
24. Taxes and licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 5,350 5,350
25. Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.
26. Total meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26. 1,104 413 -691
26a. Nondeductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . 26a. 552 206 -346
26b. Deductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26b. 552 207 -345
27. Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Wages (less employment credits) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28. 45,501 71,366 25,865
29. Other expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29. 10,612 36,373 25,761
30. Total expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 68,440 147,186 78,746
Profit/ (loss)
31. Tentative profit (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 54,848 174,479 119,631
32. Expenses for business use of home . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.
33. Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 54,848 174,479 119,631
Cost of Goods Sold
34. Inventory - Beginning of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34. 22,740 22,740
35. Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35. 67,011 -67,011
36. Labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36. 1,308 2,308 1,000
37. Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37. 106,417 106,417
38. Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38. 1,535 1,535
39. Goods available for sale (sum of lines 34-38) . . . . . . . . . . . . . . . . 39. 68,319 133,000 64,681
40. Inventory - End of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40. 22,740 2,459 -20,281
Form 1040 Reconciliation Worksheet - Taxable Income & Tax 2019

Tax brackets are rates applied to specific levels of taxable income. Various rates apply to different portions of the total taxable income. Type of income,
further determines the rate applied. Marginal Tax Rate is the tax paid on the highest level of taxable income. This worksheet details how tax is calculated on
ordinary income and capital gain income, the percentage of taxable income, marginal tax rate and the tax method used.
Filing Status Married filing jointly Tax Pct Total Tax (ln 27) divided Total Taxable Income (ln 19) 30.0 %
Tax Method Qualified Dividends & Capital Gain Tax Worksheet
Tax using ordinary and capital gains rates exceeds tax using only ordinary rates. Taxable income is taxed only using ordinary rates:
Tax using capital gains rates Tax using Ordinary rates Tax savings
Marginal Amount of Income

Taxable Amount Tax Rate Tax on Taxable Income Marginal Tax Rate - Income Range to Next Tax Bracket
Ordinary Income . . . . 972,894 37.0 % 298,111 $612,350 +
Capital Income . . . . . . 33,170 20.0 % 6,634 $612,350 +
Capital Income - 1250 . %
Capital Income - 1202 . %
*Tax on taxable ordinary income under $100,000 is determined using IRS Tax Tables that impose the same amount of tax on taxable income within $50
intervals. Therefore, the column (b) Tax may not be calculated as column (a) times the applicable line tax rate.
Income taxed at ordinary rates (a) Taxable Income (b) Tax*

1. 10% rate . . . Maximum
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $19,400
....................................... 1a. 19,400 1b. 1,943
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $59,550
....................................... 2a. 59,550 2b. 7,149
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $89,450
....................................... 3a. 89,450 3b. 19,673
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $153,050
....................................... 4a. 153,050 4b. 36,732
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $86,750
....................................... 5a. 86,750 5b. 27,760
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $204,150
....................................... 6a. 204,150 6b. 71,453
7. 37% rate . . . No
. . .maximum
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket
........................................... 7a. 360,544 7b. 133,401
8. Total ordinary taxable income and ordinary tax. Add lines 1 through 7 . . . . . . . . . . . . 8a. 972,894 8b. 298,111
Income taxed at capital gains rates
9. 0% capital gains rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a. 9b.
10. 15% capital gains rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a. 10b.
11. 20% capital gains rate . No . . .maximum
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket
............................... 11a. 33,170 11b. 6,634
12. 25% capital gains rate . . . . . . . . . . . . . . . . . . Unrecaptured
. . . . . . . . . . . .Section
. . . . . .1250
. . . . Gain
........................ 12a. 12b.
13. 28% capital gains rate . . . . . . . . . . . . . . . . . . Small business stock, collectibles
.............................................. 13a. 13b.
14. Total taxable capital gains and capital gains tax. Add lines 9 through 13 14a. 33,170 14b. 6,634
Total taxable income
15. Total ordinary taxable income. Enter the amount from line 8a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 972,894
16. Total capital gains taxable income. Enter the amount from line 14a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 33,170
17. Add lines 15 and 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 1,006,064
18. Enter the net foreign exclusion amount from the Foreign Earned Income Tax Worksheet, line 2c. . . . . . . . . . . . . . . . . . . . . . 18.
19. Taxable income reported on 1040, line 11b, (1040NR, line 41, or 1040NR-EZ, line 14). Subtract line 18 from line 17. . 19. 1,006,064
Total tax
20. Total ordinary tax. Enter the amount from line 8b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 298,111
21. Total capital gains tax. Enter the amount from line 14b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21. 6,634
22. Tax on child's interest and dividend. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Tax on lump-sum distribution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Other taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
25. Add lines 20 through 24. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 304,745
26. Enter the tax allocated to the net exclusion amount from the Foreign Earned Income Tax Worksheet, line 5. . . . . . . . . . . 26.
27. Total tax reported on 1040, line 12b, (1040NR, line 42, or 1040NR-EZ, line 15). Subtract line 26 from line 25. . . . . . . . . 27. 304,745

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Driscoll 2019 Form 1040

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Gary D.

DIANA L & RICHARD A DRISCOLL

Dear Rich & Diana:

U.S. Individual Income Tax Return (Form 1040)

Gary D. Davis, CPA, PC

DIANA L & RICHARD A DRISCOLL

Tax Return.......................................................................................................$ 950.00

Amount due $ 1,200.00

Taxable Year Ended December 31, 2019

Name: DIANA L & RICHARD A DRISCOLL

Date Due: October 15, 2020

Gary D. Davis, CPA, PC

OMB No. 1545-0074

Form 8879 IRS e-file Signature Authorization

Your signature Date 10/08/20

X I authorize Gary D. Davis, CPA, PC to enter or generate my PIN 97721 as my

Spouse’s signature Date 10/08/20

ERO’s signature Date 10/08/20

1040 Department of the Treasury—Internal Revenue Service (99)

1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 194,373

Form 1040 (2019) DIANA L & RICHARD A DRISCOLL 464-21-1241 Page 2

Paid Gary D. Davis P01274278 X 3rd Party Designee

Firm's address Colleyville TX 76034 Firm's EIN 75-2948825

SCHEDULE 1 Additional Income and Adjustments to Income OMB No. 1545-0074

(Form 1040 or 1040-SR)

SCHEDULE 2 Additional Taxes OMB No. 1545-0074

DIANA L & RICHARD A DRISCOLL 464-21-1241

SCHEDULE 3 Additional Credits and Payments OMB No. 1545-0074

DIANA L & RICHARD A DRISCOLL 464-21-1241

SCHEDULE B OMB No. 1545-0074

SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

DIANA L & RICHARD A DRISCOLL 464-21-1241

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

a Business ............... b Commuting (see instructions) ............... c Other .................

SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

DIANA L & RICHARD A DRISCOLL 464-21-1241

a Business ............... b Commuting (see instructions) ............... c Other .................

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

Department of the Treasury

1a Totals for all short-term transactions reported on Form

8a Totals for all long-term transactions reported on Form

DIANA L & RICHARD A DRISCOLL 464-21-1241

16 Combine lines 7 and 15 and enter the result ..................................................................... 16 30,978

17 Are lines 15 and 16 both gains?

20 Are lines 18 and 19 both zero or blank?

• The loss on line 16; or 21 ( )

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

Schedule D (Form 1040 or 1040-SR) 2019

Form 8949 Sales and Other Dispositions of Capital Assets

Department of the Treasury

DIANA L & RICHARD A DRISCOLL 464-21-1241

1.400 sh 316390731 FIDELITY INVESTMENTS SELECT RETAILIN

Form 8949 (2019) Attachment Sequence No. 12A Page 2

DIANA L & RICHARD A DRISCOLL 464-21-1241

71.193 sh 316390731 FIDELITY INVESTMENTS SELECT RETAILIN

Schedule E (Form 1040 or 1040-SR) 2019 Attachment Sequence No. 13 Page 2

DIANA L & RICHARD A DRISCOLL 464-21-1241

Schedule SE (Form 1040 or 1040-SR) 2019 Attachment Sequence No. 17 Page 2

OMB No. 1545-0074