Rountree Tim 2019

ROUNTREE 10/15/2020
1040 Federal Return Summary 2019

Name Taxpayer Identification Number
TIMOTHY J & RACHEL E ROUNTREE 463-83-9956
Tax Form ..................................... 1040 Filing Status ................................................ MFJ

Dependents .............................................. 4
Tax Method Used . Qual Div Cap Gain Wrk
Income Tax Computation
Salaries & wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Regular tax ................................. 103,471
Taxable interest income . . . . . . . . . . . . . . . . . . . . . . Alternative minimum tax . . . . . . . . . . . . . . . . . . . .
Tax exempt interest . Excess advance premium tax credit . . . . . . . . .
Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Total tax before credits . . . . . . . . . . . . . . . . . . . . . 103,471
Qualified dividends . 2 Child and dependent care credit . . . . . . . . . . . .
Taxable state/local refunds . . . . . . . . . . . . . . . . . . . Education credits . . . . . . . . . . . . . . . . . . . . . . . . . . .
Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,050
Business income/-loss . . . . . . . . . . . . . . . . . . . . . . . . 482,789 Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,050
Capital gain/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Tax after credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102,421
Other gain/-loss (Form 4797) . . . . . . . . . . . . . . . . . Self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . 29,409
Taxable IRA distributions . . . . . . . . . . . . . . . . . . . . . Additional tax on IRAs, etc. . . . . . . . . . . . . . . . . .
Taxable pension distributions . . . . . . . . . . . . . . . . . Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,765
Rental, royalty, partnership, etc. income/-loss . Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133,595
Farm income/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Payments
Unemployment compensation . . . . . . . . . . . . . . . . .
Taxable social security benefits . . . . . . . . . . . . . . . Federal income tax withheld . . . . . . . . . . . . . . . . 12
Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Estimated payments . . . . . . . . . . . . . . . . . . . . . . . . 140,550
Total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482,838 Other payments/credits . . . . . . . . . . . . . . . . . . . . .
Adjustments
Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140,562
Refund/Amount Due
Moving expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deductible part of self-employment tax . . . . . . . . 14,705 Amount overpaid . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,967
SEP, SIMPLE, and qualified plan deduction . . . Overpayment applied . . . . . . . . . . . . . . . . . . . . . . .
Self-employed health insurance deduction . . . . Form 2210 penalty . . . . . . . . . . . . . . . . . . . . . . . . . . 1,757
Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount due/-refund . . . . . . . . . . . . . . . . . . . . . . -5,210
IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Failure to file penalty . . . . . . . . . . . . . . . . . . . . . . . .
Student loan interest deduction . . . . . . . . . . . . . . . Failure to pay penalty . . . . . . . . . . . . . . . . . . . . . . .
Other adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . Late filing interest . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,705 Net amount due/-refund . . . . . . . . . . . . . . . . . . -5,210
Adjusted gross income . . . . . . . . . . . . . . . . . . . . . 468,133
2020 Estimates
Deductions
1st quarter ......................................
Medical and Dental expenses . . . . . . . . . . . . . . . . . 2nd quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Taxes paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,000 3rd quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Interest paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,282 4th quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Charitable contributions . . . . . . . . . . . . . . . . . . . . . . . 11,439 Total Estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other itemized deductions . . . . . . . . . . . . . . . . . . . .
Tax Rates
Total itemized deductions . . . . . . . . . . . . . . . . . . . . . 30,721
or, Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . Marginal tax rate - Ordinary income* . . . . . . . . . . . . . . . . . . . . 35.0 %
Taxable income before Qual Bus Inc Ded (QBID) 437,412 Marginal tax rate - Capital income* . . . . . . . . . . . . . . . . . . . . . . 15.0 %
QBID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.0 %
Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437,412 * Marginal Tax Rate displayed may not reflect the true tax rate for Schedule J or Form 8615.
ROUNTREE 10/15/2020
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
TIMOTHY J ROUNTREE 463-83-9956
If joint return, spouse's first name and middle initial Last name Spouse's social security number
RACHEL E ROUNTREE 639-01-5567
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
2614 PEBBLE DAWN 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.
SAN ANTONIO TX 78232 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
JOSEPH C ROUNTREE 635-70-4162 Son
CADEN J ROUNTREE 636-80-5771 Son X
CAITE E ROUNTREE 628-96-2417 Daughter X
CLARA J ROUNTREE 658-32-0437 Daughter X
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2a Tax-exempt interest . 2a b Taxable interest. Attach Sch. B if required 2b
3a Qualified dividends . . 3a 2 b Ordinary divs. Att. Sch. B if req. . . . . . . . . . . . . . . . . . . . 3b 2
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X 6 47
$12,200
• Married filing
7a Other income from Schedule 1, line 9 ................................................................ 7a 482,789
jointly or Qualifying
widow(er),
b Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b 482,838
$24,400
• Head of
8a Adjustments to income from Schedule 1, line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 14,705
household,
$18,350
b Subtract line 8a from line 7b. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8b 468,133
• If you checked
any box under
9 Standard deduction or itemized deductions (from Schedule A) 9 30,721
Standard 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . . . . . 10
Deduction,
see instructions. 11a Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a 30,721
b Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b 437,412
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2019)
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ROUNTREE 10/15/2020
Form 1040 (2019) TIMOTHY J & RACHEL E ROUNTREE 463-83-9956 Page 2

12a Tax (see instr.) Check if any from Form(s): 1 8814 2 4972
3 12a 103,471
b Add Schedule 2, line 3, and line 12a and enter the total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b 103,471
13a Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . . . . . . . . 13a 1,050
b Add Schedule 3, line 7, and line 13a and enter the total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b 1,050
14 Subtract line 13b from line 12b. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 102,421
15 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 31,174
16 Add lines 14 and 15. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 133,595
17 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 12
• 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 140,550
e Add lines 18a through 18d. These are your total other payments and refundable credits . 18e 140,550
19 Add lines 17 and 18e. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 140,562
Refund 20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid . . . . 20 6,967
21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here . . . . . 21a 5,210
Direct deposit? b Routing number 111000025 c Type: X Checking Savings
See instructions.
d Account number 004810848021
22 Amount of line 20 you want applied to your 2020 estimated tax . . 22
Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions . 23
You Owe 24 Estimated tax penalty (see instructions) . . . . . . . . . . . . . . . . . . . . . 24 1,757
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. ATTORNEY
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.)
HOMEMAKER
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 10/15/20
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)
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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
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 482,789
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . . . . . . . . . . . . . . . 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income. List type and amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. .............................................................................................................. 8
9 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 482,789
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 14,705
15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18a
b Recipient's SSN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Date of original divorce or separation agreement (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20 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 14,705
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040 or 1040-SR) 2019
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ROUNTREE 10/15/2020
SCHEDULE 2 Additional Taxes OMB No. 1545-0074

(Form 1040 or 1040-SR)
Department of the Treasury
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 29,409
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 1,765
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 31,174
DAA
ROUNTREE 10/15/2020
SCHEDULE 3 Additional Credits and Payments OMB No. 1545-0074

(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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 140,550
9 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Amount paid with request for extension to file (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 140,550
DAA
ROUNTREE 10/15/2020
SCHEDULE A Itemized Deductions OMB No. 1545-0074

(Form 1040 or 1040-SR)
(Rev. January 2020)
Go to www.irs.gov/ScheduleA for instructions and the latest information.
2019
Attachment
Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07
Medical Caution: Do not include expenses reimbursed or paid by others.
and 1 Medical and dental expenses (see instructions) . . . . . . . . . . . . . . . . . 1 2,037
Dental 2 Enter amount from Form 1040 or
Expenses 1040-SR, line 8b . . . . . . . . . . . . . . . . 2 468,133
3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 35,110
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 0
Taxes You 5 State and local taxes.
Paid a State and local income taxes or general sales taxes. You may
include either income taxes or general sales taxes on line 5a,
but not both. If you elect to include general sales taxes instead
of income taxes, check this box . . . . . . . . . . . . . . . . . . . . . . . . . X 5a 3,501
b State and local real estate taxes (see instructions) .............. 5b 6,521
c State and local personal property taxes ......................... 5c
d Add lines 5a through 5c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5d 10,022
e Enter the smaller of line 5d or $10,000 ($5,000 if married filing
separately) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5e 10,000
6 Other taxes. List type and amount . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. ................................................................ 6
7 Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 10,000
Interest You 8 Home mortgage interest and points. If you didn't use all of your
Paid home mortgage loan(s) to buy, build, or improve your home,
Caution: Your see instructions and check this box . . . . . . . . . . . . . . . . . . . . .
mortgage interest
deduction may be a Home mortgage interest and points reported to you on Form 1098.
limited (see
instructions).
See instructions if limited . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 9,282
b Home mortgage interest not reported to you on Form 1098. See
instructions if limited. If paid to the person from whom you bought the
home, see instructions and show that person’s name, identifying no.,
and address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
...............................................................
. ................................................................. 8b
c Points not reported to you on Form 1098. See instructions for
special rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8c
d Mortgage insurance premiums (see instructions) . . . . . . . . . . . . . . . . 8d
e Add lines 8a through 8d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e 9,282
9 Investment interest. Attach Form 4952 if required. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 9,282
Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more,
Charity see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 11,439
12 Other than by cash or check. If you made any gift of $250 or more,
Caution: If you
made a gift and see instructions. You must attach Form 8283 if over $500 . . . . . . 12
got a benefit for it,
see instructions.
13 Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 11,439
Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified
Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Other 16 Other—from list in instructions. List type and amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Itemized . ................................................................................................
Deductions 16
Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on
Itemized Form 1040 or 1040-SR, line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 30,721
Deductions 18 If you elect to itemize deductions even though they are less than your standard
deduction, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Schedule A (Form 1040 or 1040-SR) 2019
DAA
ROUNTREE 10/15/2020
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
LEGAL SERVICES 541100
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
LAW OFFICE OF TIM ROUNTREE 01-0579840
E Business address (including suite or room no.) . . . . 110
. . . . . . . . .BROADWAY,
. . . . . . . . . . . . . . . . . . . . .SUITE
. . . . . . . . . . . . #190
.....................................................
City, town or post office, state, and ZIP code SAN ANTONIO TX 78205
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 578,393
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1,150
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 577,243
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 577,243
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 577,243
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising . . . . . . . . . . . . . . . . . . . . . 8 16,413 18 Office expense (see instructions) . . . . . 18 8,134
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 8,917
12 Depletion . . . . . . . . . . . . . . . . . . . . . . . 12 21 Repairs and maintenance . . . . . . . . . . . . . 21 978
13 Depreciation and section 179 22 Supplies (not included in Part III) . . . . . . 22 2,245
expense deduction (not 23 Taxes and licenses . . . . . . . . . . . . . . . . . . . 23 55
included in Part III) (see
instructions) . . . . . . . . . . . . . . . . . . . . 13 854 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 56,558
17 Legal and professional services . 17 300 b Reserved for future use . . . . . . . . . . . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . . . . 28 94,454
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 482,789
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. 31 482,789
• 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
ROUNTREE 10/15/2020

Schedule C (Form 1040 or 1040-SR) 2019 LEGAL SERVICES 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.
. . ALR
. . . . . . . . .FEES
. . . . . . . . . .&. . . . EXPENSES
...................................................................................................... 11,142
. BANK CHARGE
.............................................................................................................................. 687
. . COMPUTER
. . . . . . . . . . . . . . . . . . .&. . . . ELECTRONICS
...................................................................................................... 12,005
. . . . . . . . . . . . . . . . . . . . . . . . . . . PROCESSING
CREDIT CARD . . . . . . . . . . . . . . . . . . . . . . . FEES
............................................................................. 9,767
. DUES & SUBSCRIPTIONS
.............................................................................................................................. 455
. . FAX
. . . . . . . . .SERVICE
.................................................................................................................... 113
. . . . . . . . . . . . . . . . .FEES
FILING .............................................................................................................. 9,619
. . PARKING
. . . . . . . . . . . . . . . . .&. . . . TOLLS
........................................................................................................ 1,180
. . . . . . . . . . . . . . . . . . . . .&
PRINTING . . . . REPRODUCTION
...................................................................................................... 1,506
. . POSTAGE
. . . . . . . . . . . . . . . . .&. . . . DELIVERY
........................................................................................................ 3,000
. . PROFESSIONAL
. . . . . . . . . . . . . . . . . . . . . . . . . . . DEVELOPMENT
.................................................................................................. 498
.
RESEARCH
.............................................................................................................................. 3,173
. . SOFTWARE
. . . . . . . . . . . . . . . . . . .&. . . . CASE
. . . . . . . . . . .MANAGEMENT
........................................................................................... 1,304
. . . . . . . . . . . . . . . . . . . . . . . . . . . CELL
TELEPHONE & .................................................................................................... 1,296
. . TRAINING
............................................................................................................................. 18
. . WEBSITE
............................................................................................................................. 795
. ..............................................................................................................................
. ..............................................................................................................................
. ..............................................................................................................................
48 Total other expenses. Enter here and on line 27a ............................................................... 48 56,558
DAA Schedule C (Form 1040 or 1040-SR) 2019
ROUNTREE 10/15/2020
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
TIMOTHY J ROUNTREE with self-employment income 463-83-9956
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 482,789
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 482,789
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 445,856
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 29,409
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 14,705
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040 or 1040-SR) 2019
DAA
ROUNTREE 10/15/2020
Form 8867 Paid Preparer's Due Diligence Checklist OMB No. 1545-0074

Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), Child Tax Credit (CTC) (including the Additional
Child Tax Credit (ACTC) and Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status
To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Attachment
2019
Taxpayer name(s) shown on return Taxpayer identification number
Enter preparer's name and PTIN
GARY D DAVIS P01274278
Part I Due Diligence Requirements
Please check the appropriate box for the credit(s) and/or HOH filing status claimed on the return and complete the related Parts I-V
for the benefit(s) claimed (check all that apply). EIC X CTC/ACTC/ODC AOTC HOH
1 Did you complete the return based on information for tax year 2019 provided by the taxpayer or Yes No N/A
reasonably obtained by you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
2 If credits are claimed on the return, did you complete the applicable EIC and/or CTC/ACTC/ODC
worksheets found in the Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS instructions, and/or the
AOTC worksheet found in the Form 8863 instructions, or your own worksheet(s) that provides the same
information, and all related forms and schedules for each credit claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
3 Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of
the following.
 Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to
determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status.
 Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to compute the amount(s) of any credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
4 Did any information provided by the taxpayer or a third party for use in preparing the return, or
information reasonably known to you, appear to be incorrect, incomplete, or inconsistent? (If "Yes,"
answer questions 4a and 4b. If "No," go to question 5.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
a Did you make reasonable inquiries to determine the correct, complete, and consistent information? . . . . . . . .
b Did you contemporaneously document your inquiries? (Documentation should include the questions
you asked, whom you asked, when you asked, the information that was provided, and the impact the
information had on your preparation of the return.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5 Did you satisfy the record retention requirement? To meet the record retention requirement, you must
keep a copy of your documentation referenced in 4b, a copy of this Form 8867, a copy of any
applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form
8867 and any applicable worksheet(s) was obtained, and a copy of any document(s) provided by the
taxpayer that you relied on to determine eligibility for the credit(s) and/or HOH filing status or to
compute the amount(s) of the credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
List those documents, if any, that you relied on.
School records or statement
6 Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? . . . . . . . . . . . . . . X
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a Did you complete the required recertification Form 8862? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040 or 1040-SR)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (2019)
DAA
ROUNTREE 10/15/2020

Form 8867 (2019) Page 2
Part II Due Diligence Questions for Returns Claiming EIC (If the return does not claim EIC, go to Part III.)
9a Have you determined that the taxpayer is, in fact, eligible to claim the EIC for the number of qualifying Yes No N/A
children claimed, or is eligible to claim the EIC without a qualifying child? (Skip 9b and 9c if the taxpayer
is claiming the EIC and does not have a qualifying child.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did you ask the taxpayer if the child lived with the taxpayer for over half of the year, even if the taxpayer
has supported the child the entire year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Did you explain to the taxpayer the rules about claiming the EIC when a child is the qualifying child of
more than one person (tiebreaker rules)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part III Due Diligence Question for Returns Claiming CTC/ACTC/ODC (If the return does not claim CTC, ACTC, or ODC, go
to Part IV.)
10 Have you determined that each qualifying person for the CTC/ACTC/ODC is the taxpayer's dependent who is Yes No N/A
a citizen, national, or resident of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
11 Did you explain to the taxpayer that he/she may not claim the CTC/ACTC if the taxpayer has not lived
with the child for over half of the year, even if the taxpayer has supported the child, unless the child's
custodial parent has released a claim to exemption for the child? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
12 Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Part IV Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Part V.)
13 Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified Yes No
tuition and related expenses for the claimed AOTC? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part V Due Diligence Questions for Claiming HOH (If the return does not claim HOH filing status, go to Part VI.)
14 Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year Yes No
and provided more than half of the cost of keeping up a home for the year for a qualifying person? . . . . . . . . . . . . . . . . . .
Part VI Eligibility Certification
You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
A. Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer's responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to compute the amount(s) of the credit(s);
B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
C. Submit Form 8867 in the manner required; and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. A copy of this Form 8867.
2. The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
3. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer's eligibility for the
credit(s) and/or HOH filing status and to compute the amount(s) of the credit(s).
4. A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
5. A record of any additional information you relied upon, including questions you asked and the taxpayer's responses, to
determine the taxpayer's eligibility for the credit(s) and/or HOH filing status and to compute the amount(s) of the credit(s).
If you have not complied with all due diligence requirements, you may have to pay a $530 penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status.
15 Do you certify that all of the answers on this Form 8867 are, to the best of your knowledge, true, correct, and Yes No
complete? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Form 8867 (2019)
DAA
ROUNTREE 10/15/2020
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.
Department of the Treasury Attachment
Name(s) shown on return Your social security number
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
2 Unreported tips from Form 4137, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Add lines 1 through 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
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.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 445,856
10 Enter the amount from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Subtract line 10 from line 9. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 250,000
12 Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 195,856
13 Additional Medicare Tax on self-employment income. Multiply line 12 by 0.9% (0.009). Enter here and
go to Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 1,763
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 1,763
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
20 Enter the amount from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Multiply line 20 by 1.45% (0.0145). This is your regular Medicare tax
withholding on Medicare wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
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
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8959 (2019)
DAA
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Form 8960 Net Investment Income Tax—

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

Attach to your tax return. 2019
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
2 Ordinary dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2
3 Annuities (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4a Rental real estate, royalties, partnerships, S corporations, trusts, etc. (see
instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4a
b Adjustment for net income or loss derived in the ordinary course of a non-
section 1411 trade or business (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
c Combine lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c
5a Net gain or loss from disposition of property (see instructions) . . . . . . . . . . . . . . . . . . . . 5a 47
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 47
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 49
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 49
Individuals:
13 Modified adjusted gross income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 468,133
14 Threshold based on filing status (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 250,000
15 Subtract line 14 from line 13. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 218,133
16 Enter the smaller of line 12 or line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 49
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 2
Estates and Trusts:
18a Net investment income (line 12 above) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18a
b Deductions for distributions of net investment income and deductions under
section 642(c) (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18b
c Undistributed net investment income. Subtract line 18b from 18a (see instructions).
If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18c
19a Adjusted gross income (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a
b Highest tax bracket for estates and trusts for the year (see instructions) . . . . . . . . . . 19b
c Subtract line 19b from line 19a. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . 19c
20 Enter the smaller of line 18c or line 19c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (0.038). Enter here and
include on your tax return (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8960 (2019)
DAA
ROUNTREE 10/15/2020
Depreciation and Amortization

Form 4562 (Including Information on Listed Property)
OMB No. 1545-0172
2019
Attach to your tax return.
Attachment
Internal Revenue Service (99) Go to www.irs.gov/Form4562 for instructions and the latest information. Sequence No. 179
Name(s) shown on return Identifying number
Business or activity to which this form relates
LEGAL SERVICES
Part I Election To Expense Certain Property Under Section 179
Note: If you have any listed property, complete Part V before you complete Part I.
1 Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1,020,000
2 Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 2,550,000
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions ...... 5
6 (a) Description of property (b) Cost (business use only) (c) Elected cost
7 Listed property. Enter the amount from line 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Carryover of disallowed deduction from line 13 of your 2018 Form 4562 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instructions . . 11
12 Section 179 expense deduction. Add lines 9 and 10, but don't enter more than line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Carryover of disallowed deduction to 2020. Add lines 9 and 10, less line 12 . . . . . . . . . . 13
Note: Don't use Part II or Part III below for listed property. Instead, use Part V.
Part II Special Depreciation Allowance and Other Depreciation (Don’t include listed property. See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 854
15 Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Part III MACRS Depreciation (Don’t include listed property. See instructions.)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2019 ............................... 17 0
18 If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here . . . . . . .
Section B—Assets Placed in Service During 2019 Tax Year Using the General Depreciation System
(b) Month and year (c) Basis for depreciation (d) Recovery
(a) Classification of property placed in (business/investment use (e) Convention (f) Method (g) Depreciation deduction
service only–see instructions) period
19a 3-year property

b 5-year property
c 7-year property
d 10-year property
e 15-year property
f 20-year property
g 25-year property S/L 25 yrs.
h Residential rental MM S/L 27.5 yrs.
property MM S/L 27.5 yrs.
i Nonresidential real MM S/L 39 yrs.
property MM S/L
Section C—Assets Placed in Service During 2019 Tax Year Using the Alternative Depreciation System
20a Class life S/L
b 12-year 12 yrs. S/L
c 30-year 30 yrs. MM S/L
d 40-year 40 yrs. MM S/L
Part IV Summary (See instructions.)
21 Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter
here and on the appropriate lines of your return. Partnerships and S corporations—see instructions . . . . . . . . . . . . . . . 22 854
23 For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (2019)
DAA There are no amounts for Page 2
ROUNTREE 10/15/2020

Form 4562 (2019) Page 2
Part V Listed Property (Include automobiles, certain other vehicles, certain aircraft, and property used for
entertainment, recreation, or amusement.)
Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a,
24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable.
Section A—Depreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.)
24a Do you have evidence to support the business/investment use claimed? X Yes No 24b If "Yes," is the evidence written? X Yes No
(a) (b) (c) (d) (e) (f) (g) (h) (i)
Business/
Type of property Date placed investment use Cost or other basis Basis for depreciation Recovery Method/ Depreciation Elected section 179
(list vehicles first) in service percentage (business/investment period Convention deduction cost
use only)
25 Special depreciation allowance for qualified listed property placed in service during
the tax year and used more than 50% in a qualified business use. See instructions . . . . . . . . . . . . . . . . . . . . 25
26 Property used more than 50% in a qualified business use:
FUJI CAMERA
11/01/18 100.00 % 2,314 7.0 200DBMQ
%
27 Property used 50% or less in a qualified business use:
% S/L-
% S/L-
28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 . . . . . . . . . . . . . . . . . . . . 28
29 Add amounts in column (i), line 26. Enter here and on line 7, page 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Section B—Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other “more than 5% owner,” or related person. If you provided vehicles
to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles.
(a) (b) (c) (d) (e) (f)
Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6
30 Total business/investment miles driven during
the year (don't include commuting miles) . . . . . . . . .
31 Total commuting miles driven during the year . . . . .
32 Total other personal (noncommuting)
miles driven . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
33 Total miles driven during the year. Add
lines 30 through 32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
34 Was the vehicle available for personal Yes No Yes No Yes No Yes No Yes No Yes No
use during off-duty hours? . . . . . . . . . . . . . . . . . . . . . . . .
35 Was the vehicle used primarily by a more
than 5% owner or related person? . . . . . . . . . . . . . . . .
36 Is another vehicle available for personal use? . . . . .
Section C—Questions for Employers Who Provide Vehicles for Use by Their Employees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who aren't
more than 5% owners or related persons. See instructions.
37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by Yes No
your employees? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners . . . . . . . . . . . . . . . . . . . . . . . . .
39 Do you treat all use of vehicles by employees as personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
40 Do you provide more than five vehicles to your employees, obtain information from your employees about the
use of the vehicles, and retain the information received? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
41 Do you meet the requirements concerning qualified automobile demonstration use? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Note: If your answer to 37, 38, 39, 40, or 41 is “Yes,” don’t complete Section B for the covered vehicles.
Part VI Amortization
(e)
(a) (b) (c) (d) (f)
Amortization
Description of costs Date amortization Amortizable amount Code section Amortization for this year
period or
begins
percentage
42 Amortization of costs that begins during your 2019 tax year (see instructions):
43 Amortization of costs that began before your 2019 tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

44 Total. Add amounts in column (f). See the instructions for where to report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
DAA Form 4562 (2019)
ROUNTREE 10/15/2020
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
RACHEL E ROUNTREE 639-01-5567
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
2614 PEBBLE DAWN Taxpayer Spouse
City, town or post office, state, and ZIP code.

SAN ANTONIO TX 78232
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 . . . . . . . 4
Children on 6c who did not live with you . . .
Dependents on 6c not entered above . . . .
Total. Add lines above 6
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
JOSEPH C ROUNTREE 635-70-4162 Son dependents,
CADEN J ROUNTREE 636-80-5771 Son X  here
CAITE E ROUNTREE 628-96-2417 Daughter X
CLARA J ROUNTREE 658-32-0437 Daughter X
7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Income 8a Taxable interest. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a
(Schedule 1) b Tax-exempt interest. Do not include on line 8a . . . . . . . . . . . . . . . . 8b
9a Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a 2
b Qualified dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b 2
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 482,789
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X 13 47
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
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 22 482,838
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 14,705
28 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . 28
29 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . 29
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 14,705
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . 37 468,133
ROUNTREE 10/15/2020
Form 1040/SR Form 1040 or 1040-SR Reconciliation Worksheet, Page 2 2019

Name TIMOTHY J & RACHEL E ROUNTREE Tp TIN 463-83-9956
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 468,133
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 30,721
for— 41 Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 437,412
• People who 42 Qualified business income deduction (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
check any
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 437,412
39a or 39b or
who can be 44 Tax (see instr.). Check if any from: a Form(s) b
8814
Form c
4972 . ...................... 44 103,471
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 103,471
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 1,050
$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 1,050
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . 56 102,421
Other Taxes 57 Self-employment tax. Attach Schedule SE ............................................................ 57 29,409
(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 1,765
63 Section 965 net tax liability installment from Form 965-A . . . . . . . . . . . . . . . 63
64 Add lines 56 through 62. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 133,595
65 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . 65 12
Payments 66 2019 estimated tax payments and amount applied from 2018 return . . . . . 66 140,550
(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
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 140,562
Refund 76 If line 75 is more than line 64, subtract line 64 from line 75. This is the amount you overpaid . . . . 76 6,967
77a Amount of line 76 you want refunded to you. If Form 8888 is attached, check here . . . . 77a 5,210
b Routing number 111000025 c Type: X Checking Savings
d Account number 004810848021
78 Amount of line 76 you want applied to your 2020 estimated tax 78
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 1,757
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)
name Phone no.
Other Info
Taxpayer Daytime phone number Taxpayer: Occupation ATTORNEY IRS Identity Protection PIN
Spouse: Occupation HOMEMAKER IRS Identity Protection PIN
Taxpayer Spouse Email address
ROUNTREE 10/15/2020
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. 437,412
2. Enter the amount from Form 1040 or 1040-SR, line 3a* . . . . . . . 2. 2
3. Are you filing Schedule D?*
Yes. Enter the smallerof line 15 or 16 of
Schedule D. If either line 15 or 16 is a
loss, enter -0- 3. 47
X No. Enter the amount from Form 1040 or 1040-SR, line 6
4. Add lines 2 and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 49
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. 49
7. Subtract line 6 from line 1. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 437,363
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
10. Enter the smaller of line 7 or line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 78,750
11. Subtract line 10 from line 9. This amount is taxed at 0% . . . . . . . . . . . . . . . . . . . . . . 11. 0
12. Enter the smaller of line 1 or line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 49
13. Enter the amount from line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 0
14. Subtract line 13 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. 49
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. 437,412
17. Add lines 7 and 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 437,363
18. Subtract line 17 from line 16. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . 18. 49
19. Enter the smaller of line 14 or line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 49
20. Multiply line 19 by 15% (0.15) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 7
21. Add lines 11 and 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21. 49
22. Subtract line 21 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22. 0
23. Multiply line 22 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23. 0
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. 103,464
25. Add lines 20, 23, and 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 103,471
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. 103,481
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. 103,471
*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.
ROUNTREE 10/15/2020
Form 1040 General Sales Tax Deduction Worksheet 2019

Name as shown on return Taxpayer Identification Number
State of Locality of
Texas SAN ANTONIO(2.000)
General Sales Tax from IRS Tables
1. Enter the amount of adjusted gross income (AGI) from Form 1040 or 1040-SR, Line 8b . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 468,133
2. Add the nontaxable amounts from Form 1040 or 1040-SR, lines 2b, 4a, 4c, 5a (Exclude rollovers and tax-free Sec. 1035 exchanges) 2.
3. Add the following nontaxable items: nontaxable combat pay, public assistance, veteran's benefits, and workers' compensation.
Also include any amounts which increase spendable income, such as the refundable portion of refundable tax credits
received in 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Add lines 1 through 3, this is income for general sales tax table purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 468,133
5. Enter the amount from the sales tax table in the Schedule A instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 2,652
Part-year residents, complete lines 6 - 8; Full-year residents skip lines 6 - 8
and enter the amount from line 5 on line 9
6. Enter the number of days of residence in state . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Total days in year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 365
8. Divide line 6 by line 7 (rounded to at least 3 decimal places) . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Multiply line 5 by line 8, this is the deductible general sales tax using the IRS table. 9. 2,652
Local Sales Tax Using IRS Tables

10. Enter the amount from the sales tax table in the Schedule A instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 2,652
11. If you are a resident of Alaska, Arizona, Arkansas, Colorado, Georgia, Illinois, Louisiana, Mississippi,
Missouri, New York, North Carolina, South Carolina, Tennessee, Utah, or Virginia, enter
the amount from the applicable Optional Local Sales Tax Table in the Schedule A instructions. . . . . . . . . . . . . . . . . . . . . 11.
12. Enter the local general sales tax rate (exclude statewide local sales tax rate) . . . . . . . . . . 12. 2.00000
13. Enter the state general sales tax rate (include statewide local sales tax rate) . . . . . . . . . . 13. 6.2500
14. Divide line 12 by line 13 (rounded to at least 3 decimal places) . . . . . . . . . . . . . . . . . . . . . . . . 14. 0.320
15. If you entered an amount on line 11, multiply line 11 by line 12. This is the local sales tax
using the optional local sales tax tables.
If you did not enter an amount on line 11, multiply line 10 by line 14. This is the local sales tax 15. 849
using the optional state and certain local sales tax tables.
16. Enter the number of days of residence in locality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Total days in year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 365
18. Divide line 16 by line 17 (rounded to at least 3 decimal places) . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Multiply line 15 by line 18. This is the deductible general local sales tax using the IRS tables. . . . . . . . . . . . . . . . . . . . . . 19. 849
General Sales Tax Summary
20. Enter the sum of line 9 from all General Sales Tax Deduction Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 2,652
21. Enter the sum of line 19 from all General Sales Tax Deduction Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21. 849
22. Add lines 20 and 21, this is the total General Sales taxes using the tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22. 3,501
23. Enter the actual state and local general sales taxes paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Enter the greater of line 22 or line 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 3,501
25. Enter the state and local taxes paid on specified items (major purchases) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.
26. Add lines 24 and 25, this is the deductible General Sales tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26. 3,501
27. Enter total state and local income taxes paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
Enter the greater of line 26 or 27 on Schedule A, line 5a. If line 26 is greater, mark the Schedule A, line 5a box.
ROUNTREE 10/15/2020
Form 1040 Child Tax Credit and Credit for Other Dependents Worksheets 2019
Child Tax Credit & Credit for Other Dependents Worksheet - Form 1040/1040-SR, Line 13a or Form 1040NR, Line 49
1. Number of qualifying children under 17 with the required social security number: 2 x $2,000. Enter the result. . . . . . . . . . . . . . 1. 4,000
2. Number of other dependents, including qualifying children who are not under 17 or who do not have the required social security number: x $500. Enter the result. 1 2. 500
3. Add lines 1 and 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 4,500
4. Enter the amount from Form 1040 or 1040-SR, line 8b or Form 1040NR, line 35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 468,133
5. Enter the total of any exclusion of income from Puerto Rico, and amounts from Form 2555, lines 45 and 50. . . . . . . . . . . . . . . . . . . . 5.
6. Add lines 4 and 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 468,133
7. Enter $400,000 if married filing jointly; $200,000 if single, married filing separately, head of household, or qualifying widow(er) 7. 400,000
8. Is the amount on line 6 more than the amount on line 7?
No. Leave line 8 blank. Enter -0- on line 9.
..........
8. 69,000
X Yes. Subtract line 7 from line 6. If the result is not a multiple of $1,000, increase it to the next multiple of $1,000.
9. Multiply the amount on line 8 by 5% (.05). Enter the result. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 3,450
10. Subtract line 9 from line 3. If zero or less, stop here; you cannot take this credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 1,050
11. Enter the amount from Form 1040 or 1040-SR, line 12b or Form 1040NR, line 45. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 103,471
12. Add the amounts from Schedule 3, lines 1, 2, 3 and 4 or Form 1040NR, lines 46, 47 & 48, plus
any amounts from Form 5695, line 30, Form 8910, line 15, Form 8936, line 23, and Schedule R, line 22. Enter the total. . . . . . . . . 12.
13. Subtract line 12 from line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 103,471
14. Are you claiming any of the following credits?
Mortgage interest credit, Form 8396 Adoption credit, Form 8839 Residential energy efficient property credit, Form 5695, Part I District of Columbia first-time homebuyer credit, Form 8859
X No. Enter-0-.
Yes. If you are filing Form 2555, enter -0-. .................................... 14. 0
Otherwise, enter the amount from Child Tax Credit - Line 14 Worksheet below.
15. Subtract line 14 from line 13. Enter the result. ........................................................................... 15. 103,471
16. Child tax credit and credit for other dependents. If line 10 is more than line 15, enter the amount from line 15, otherwise, enter the amount
from line 10. Enter the amount from line 16 on Form 1040 or 1040-SE, line 13a, or Form 1040NR, line 49. . . . . . . . . . . . . . . . . . . . . 16. 1,050
Child Tax Credit - Line 14 Worksheet
Use this worksheet only if you checked "Yes" on line 14 of the Child Tax Credit & Credit for Other Dependents Worksheet above and you are not filing Form 2555.
1. Enter the amount from line 10 of the Child Tax Credit & Credit for Other Dependents Worksheet above. . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Number of qualifying children under age 17 with the required social security number: x $1,400. Enter the result. . . . . . . . . . . . 2.
3. Enter the taxable earned income from the Child Tax Credit Taxable Earned Income Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Is the amount on line 3 more than $2,500?
No. Leave line 4 blank, enter -0- on line 5, and go to line 6. 4.
..................................................
Yes. Subtract $2,500 from the amount on line 3. Enter the result.
5. Multiply the amount on line 4 by 15% (.15) and enter the result. ............................................................ 5.
6. On line 2 of this worksheet, is the amount $4,200 or more?
No.
If line 2 or line 5 above is zero, enter the amount from line 1 above on line 14 of this worksheet. Do not complete the rest of this worksheet.
Instead, go back to the Child Tax Credit & Credit for Other Dependents Worksheet and enter -0- on line 14, and complete lines 15 and 16
If both line 2 and line 5 are more than zero, leave lines 7 through 10 blank, enter -0- on line 11, go to line 12.
Yes. If line 5 above is equal to or more than line 1 above, leave lines 7 through 10 blank, enter -0- on
line 11, and go to line 12 below. Otherwise go to line 7.
7. If your employer withheld or you paid Additional Medicare Tax or Tier 1 RRTA taxes, use the Additional Medicare Tax and RRTA Tax
Worksheet to figure the amount to enter; otherwise enter the total social security and Medicare taxes withheld from your pay (and
your spouse's if filing a joint return). These taxes should be shown in boxes 4 and 6 of your Form(s) W-2. . . . . . . . . . . . . . . . . . . . . . . 7.
8. Enter the total of the amounts from Schedule 1, line 14 and Schedule 2, line 5 (Form 1040NR, lines 27 and 56), plus any taxes identified
with code "UT" on the dotted line next to Schedule 2, line 8 (Form 1040NR, line 60). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Add lines 7 and 8. Enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Add the amounts from Form 1040, lines 18a and Schedule 3, line 11 or Form 1040NR, line 67. Enter total. . . . . . . . . . . . . . . . . . . . . 10.
11. Subtract line 10 from line 9. If the result is zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Enter the larger of line 5 or line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Enter the smaller of line 2 or line 12. 13.
14. Is the amount on line 13 of this worksheet more than the amount on line 1?
No. Subtract line 13 from line 1. Enter the result. ................................................................ 14.

Yes. Enter -0-.
Next, complete Form 8396, Form 8839, Form 5695 (Part I), or Form 8859 where applicable.
15. Enter the total of the amounts from Form 8396, line 9, Form 8839, line 16, Form 5695, line 15 and Form 8859, line 3. Enter this 15.
amount on line 14 of the Child Tax Credit and Credit for Other Dependents Worksheet.
ROUNTREE 10/15/2020
Schedule C Qualified Business Income Calculation Worksheet 2019

Principle business or profession Form/Schedule Unit
LEGAL SERVICES C 1
1. Schedule C, Line 31, Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 482,789
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. 14,705
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. 14,705
14. Qualified business income for this activity. Line 1 plus line 6 less line 13. ........................................ 14. 468,084
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
ROUNTREE 10/15/2020
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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482,789
Nonfarm partnerships - Schedule K-1, box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 2 482,789 0
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 3 482,789 0

Church employee income - Schedule SE, Page 2 line 5a
ROUNTREE ROUNTREE, TIMOTHY J & RACHEL E 10/15/2020
463-83-9956 Federal Statements
Form 1040, Dividend Income

Payer
Ordinary Qualified Section 199A
Dividends Dividends Dividends
AMERICAN CENTURY ALL CAP GROWTH
$ 2 $ 2 $
Total
$ 2 $ 2 $
Form 1040, Line 6 - Capital Gain Distributions

Capital Gain
Payer Distribution
AMERICAN CENTURY ALL CAP GROWTH $ 47
Total $ 47
463-83-9956 Federal Statements
Schedule A, Line 1 - Medical and Dental Expenses

Description Amount
Medical/Dental Expenses $ 2,015
Prescription Drugs 22
Total $ 2,037
Schedule A, Line 5a - State and Local General Sales Taxes

Description Amount
General Sales Tax $ 3,501
Total $ 3,501
Schedule A, Line 5b - Real Estate Taxes

Description Amount
FLAGSTAR BANK $ 6,521
Total $ 6,521
Schedule A, Line 8a - Home Mortgage Interest & Points From Form 1098
Description Amount
FLAGSTAR BANK $ 9,282
Total $ 9,282
Schedule A, Line 8d - Qualified Mortgage Insurance Premiums

Description Amount
1. Qualified mortgage insurance premiums paid in 2019:
Schedule A (Form 1098) 1,741
Total qualified mortgage insurance premiums paid in 2019 $ 1,741
2. Adjusted gross income 468,133
3. Phase-out threshold ($100,000; $50,000 if MFS) 100,000
4. AGI in excess of phase-out threshold (Line 2 minus Line 3) 369,000
(Increased to the next multiple of $1,000; $500 if MFS)
5. Phase-out percentage (enter result as decimal) 1.0000
(Line 4 divided by $10,000; $5,000 if MFS)
6. Phase-out amount 1,741
(Line 1 multiplied by Line 5)
7. Qualified mortgage insurance premiums deduction $ 0
(Line 1 minus Line 6)
463-83-9956 Federal Asset Report
FYE: 12/31/2019 LEGAL SERVICES
Date Bus Sec Basis

Asset Description In Service Cost % 179Bonus for Depr PerConv Meth Prior Current
7-year GDS Property:

13 FURNITURE 7/01/19 854 X 0 7 HY 200DB 0 854
854 0 0 854
Prior MACRS:
1 USB LASERJET PRINTER 8/01/14 200 X X 0 5 HY 200DB 200 0
2 MACBOOK PRO, VIDEO LITE 10/29/14 2,433 X X 0 5 HY 200DB 2,433 0
3 IPHONE 7/24/14 419 X X 0 7 HY 200DB 419 0
4 OFFICE CHAIR 8/27/14 340 X X 0 7 HY 200DB 340 0
5 WIRELESS MICROPHONE 9/15/14 638 X X 0 7 HY 200DB 638 0
6 TORCH LED VIDEO LIGHT 9/24/14 293 X X 0 7 HY 200DB 293 0
7 FUJITSU SNAPSCAN IX500 10/01/14 467 X X 0 7 HY 200DB 467 0
9 ASTRA VIDEO LIGHT 12/23/14 1,350 X X 0 7 HY 200DB 1,350 0
10 CANON C100 1/05/16 4,699 X X 0 7 HY 200DB 4,699 0
11 HP LASER PRINTER 9/30/16 1,137 X X 0 7 HY 200DB 1,137 0
11,976 0 11,976 0
Other Depreciation:
8 MICROSOFT OFFICE 11/06/14 389 X X 0 3 MOAmort 389 0
Total Other Depreciation 389 0 389 0
Total ACRS and Other Depreciation 389 0 389 0
Listed Property:
12 FUJI CAMERA 11/01/18 2,314 X 0 7 MQ200DB 2,314 0
2,314 0 2,314 0
Grand Totals 15,533 0 14,679 854

Less: Dispositions and Transfers 0 0 0 0
Less: Start-up/Org Expense 0 0 0 0
Net Grand Totals 15,533 0 14,679 854
463-83-9956 Bonus Depreciation Report
FYE: 12/31/2019 LEGAL SERVICES
Date In Tax Bus Tax Sec Current Prior Tax - Basis

Asset Property Description Service Cost Pct 179 Exp Bonus Bonus for Depr
1 USB LASERJET PRINTER 8/01/14 200 100 200 0 0 0
2 MACBOOK PRO, VIDEO LITE 10/29/14 2,433 100 2,433 0 0 0
3 IPHONE 7/24/14 419 419 0 0 0
4 OFFICE CHAIR 8/27/14 340 340 0 0 0
5 WIRELESS MICROPHONE 9/15/14 638 100 638 0 0 0
6 TORCH LED VIDEO LIGHT 9/24/14 293 100 293 0 0 0
7 FUJITSU SNAPSCAN IX500 10/01/14 467 100 467 0 0 0
8 MICROSOFT OFFICE 11/06/14 389 389 0 0 0
9 ASTRA VIDEO LIGHT 12/23/14 1,350 100 1,350 0 0 0
10 CANON C100 1/05/16 4,699 4,699 0 0 0
11 HP LASER PRINTER 9/30/16 1,137 1,137 0 0 0
12 FUJI CAMERA 11/01/18 2,314 100 0 0 2,314 0
13 FURNITURE 7/01/19 854 0 854 0 0
Grand Total 15,533 0 854 2,314 0

ROUNTREE 10/15/2020
Form 1040 Two Year Comparison Report - Page 1 2018 & 2019
2018 2019 Differences
Filing Status MFJ MFJ
Dependents 4 4
1. Salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Tax exempt interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 2 2
5. Qualified dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 2 2
6. Taxable state/local refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
I 8. Business income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 416,520 482,789 66,269
n 9. Capital gain/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 47 47
c 10. Other gains/losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
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.
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. 416,520 482,838 66,318
A 21. Moving expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
d 22. Deductible part of self-employment tax . . . . . . . . . . . . . . . . . . . . 22. 13,720 14,705 985
j
u 23. SEP/SIMPLE/Qualified plans deductions . . . . . . . . . . . . . . . . . . 23.
s 24. SE health insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
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. 402,800 468,133 65,333
31. Medical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.
D 32. Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32. 10,000 10,000
e 33. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 9,500 9,282 -218
d 34. Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34. 2,500 11,439 8,939
u 35. Casualty losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
c 36. Miscellaneous expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36.
t 37. Allowable itemized deductions . . . . . . . . . . . . . . . . . . . . . . . . . 37. 22,000 30,721 8,721
i 38. Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38. 24,000 24,400 400
o Standard Itemized
n 39. Deduction taken . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39. 24,000 30,721 6,721
s 40. Taxable income before Qual Bus Inc Ded (QBID) . . . . . . . . . 40. 378,800 437,412 58,612
41. QBID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41. 212 0 -212
42. Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42. 378,588 437,412 58,824
ROUNTREE 10/15/2020
Form 1040 Two Year Comparison Report - Page 2 2018 & 2019
2018 2019 Differences
43. Taxable income from 2YR page 1, line 42 . . . . . . . . . . . . . . . . . 43. 378,588 437,412 58,824
44. Tax on taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44. 84,527 103,471 18,944
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. 6,350 1,050 -5,300
x 51. General business credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.
52. Other credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.
C 53. Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53. 6,350 1,050 -5,300
o 54. Net tax liability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54. 78,177 102,421 24,244
m 55. Self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55. 27,439 29,409 1,970
p 56. Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56. 1,212 1,765 553
u 57. Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57. 106,828 133,595 26,767
t 58. Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58. 12 12
a 59. Estimated tax payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59. 78,034 140,550 62,516
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. 35,000 -35,000
64. Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64. 113,034 140,562 27,528
65. Tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65. -6,206 -6,967 -761
66. Penalties and interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66. 656 1,757 1,101
67. Net tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67. -5,550 -5,210 340
68. Refund applied to estimated tax payments . . . . . . . . . . . . . . . . 68. 5,550 -5,550
69. Refund received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69. -5,210 -5,210
70. Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70. 28.0 % 31.0 %
Two Year Comparison - Tax Reconciliation Marginal Tax Rates
2018 2018 Marginal 2019 2019 Marginal

Taxable Income Tax Rate Taxable Income Tax Rate
Ordinary income . . . . 378,588 32.0 % 437,363 35.0 %
Capital income . . . . . . % 49 15.0 %
Capital - Sec. 1250 . % %
Capital - Sec. 1202 . % %
ROUNTREE 10/15/2020
Form 1040 Two Year Comparison Report - Schedule C 2018 & 2019
Name Taxpayer identification number
Principal business or profession Unit
LEGAL SERVICES 1
Income 2018 2019 Differences
1. Gross receipts or sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 487,367 578,393 91,026
2. Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 2,200 1,150 -1,050
3. Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Gross profit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 485,167 577,243 92,076
5. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 485,167 577,243 92,076
Expenses
7. Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 12,401 16,413 4,012
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. 2,314 854 -1,460
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. 500 300 -200
18. Office expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18. 1,071 8,134 7,063
19. Pension and profit-sharing plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Rent or lease - vehicles, machinery, and equipment . . . . . . . . . . . . . 20.
21. Rent or lease - other business property . . . . . . . . . . . . . . . . . . . . . . . . . 21. 8,458 8,917 459
22. Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22. 978 978
23. Supplies (not included in cost of goods sold) . . . . . . . . . . . . . . . . . . . . 23. 1,122 2,245 1,123
24. Taxes and licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 55 55
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. 45,942 56,558 10,616
30. Total expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 71,808 94,454 22,646
Profit/ (loss)
31. Tentative profit (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 413,359 482,789 69,430
32. Expenses for business use of home . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.
33. Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 413,359 482,789 69,430
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.
ROUNTREE 10/15/2020
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) 24.0 %
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 . . . . 437,363 35.0 % 103,464 $408,200 - $612,350 174,987
Capital Income . . . . . . 49 15.0 % 7 $78,950 - $612,350 612,301
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. 29,163 6b. 10,207
7. 37% rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a. 7b.
8. Total ordinary taxable income and ordinary tax. Add lines 1 through 7 . . . . . . . . . . . . 8a. 437,363 8b. 103,464
Income taxed at capital gains rates
9. 0% capital gains rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a. 9b.
10. 15% capital gains rate . Maximum
. . . . . . . . .taxable
. . . . . . income
. . . . . . .per
. . . this
. . . .bracket:
. . . . . . . $410,100
........................... 10a. 49 10b. 7
11. 20% capital gains rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a. 11b.
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. 49 14b. 7
Total taxable income
15. Total ordinary taxable income. Enter the amount from line 8a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 437,363
16. Total capital gains taxable income. Enter the amount from line 14a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 49
17. Add lines 15 and 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 437,412
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. 437,412
Total tax
20. Total ordinary tax. Enter the amount from line 8b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 103,464
21. Total capital gains tax. Enter the amount from line 14b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21. 7
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. 103,471
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. 103,471

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ROUNTREE 10/15/2020

1040 Federal Return Summary 2019

TIMOTHY J & RACHEL E ROUNTREE 463-83-9956

Tax Form ..................................... 1040 Filing Status ................................................ MFJ

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

Form 1040 (2019) TIMOTHY J & RACHEL E ROUNTREE 463-83-9956 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

TIMOTHY J & RACHEL E ROUNTREE 463-83-9956

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

TIMOTHY J & RACHEL E ROUNTREE 463-83-9956

SCHEDULE A Itemized Deductions OMB No. 1545-0074

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

TIMOTHY J ROUNTREE 463-83-9956

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 .................

OMB No. 1545-0074

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

Did you receive wages or tips in 2019?

Department of the Treasury

TIMOTHY J & RACHEL E ROUNTREE 463-83-9956

Additional Medicare Tax

Form 8960 Net Investment Income Tax—

Department of the Treasury

Depreciation and Amortization

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

19a 3-year property

TIMOTHY J & RACHEL E ROUNTREE 463-83-9956

43 Amortization of costs that began before your 2019 tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Form 1040/SR Form 1040 or 1040-SR Reconciliation Worksheet 2019

2614 PEBBLE DAWN Taxpayer Spouse

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

Form 1040/SR Form 1040 or 1040-SR Reconciliation Worksheet, Page 2 2019

TIMOTHY J & RACHEL E ROUNTREE 463-83-9956

Form 1040 General Sales Tax Deduction Worksheet 2019

Local Sales Tax Using IRS Tables

General Sales Tax Summary

Schedule C Qualified Business Income Calculation Worksheet 2019

Subtractions for qualified business income

Carryovers: Pre -TCJA Post-TCJA

Form 1040 Net Earnings from Self-Employment Worksheet 2019

TIMOTHY J & RACHEL E ROUNTREE 463-83-9956

Farm profit or (loss)

Net profit (loss) from self-employment activities - Schedule SE line 3 482,789 0

Form 1040, Dividend Income

Form 1040, Line 6 - Capital Gain Distributions

Schedule A, Line 1 - Medical and Dental Expenses

Schedule A, Line 5a - State and Local General Sales Taxes

Schedule A, Line 5b - Real Estate Taxes

Schedule A, Line 8d - Qualified Mortgage Insurance Premiums

Date Bus Sec Basis

7-year GDS Property:

Total ACRS and Other Depreciation 389 0 389 0

Grand Totals 15,533 0 14,679 854

Date In Tax Bus Tax Sec Current Prior Tax - Basis

Grand Total 15,533 0 854 2,314 0