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I Detach Here and Mail With Your Payment I


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Calendar Year '


Department of the Treasury
Internal Revenue Service Due 09/15/2021 2021 Form 1040-ES Payment Voucher 3
File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax
voucher with your check or money order payable to the 'United States Treasury.' Write your
social security number and ' 2021 Form 1040-ES' on your check or money order. Do not send you are paying by check
cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . . G 1,500.
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REV 08/30/21 PRO 1555

427-51-4410 242-37-2029
GREG M HYNUM
ANGELA R HYNUM INTERNAL REVENUE SERVICE
10701 SUMMITT TREE COURT PO BOX 1300
CHARLOTTE NC 28277 CHARLOTTE NC 28201-1300

427514410 AX HYNU 30 0 202112 430


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I Detach Here and Mail With Your Payment I


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Calendar Year '


Department of the Treasury
Internal Revenue Service Due 01/18/2022 2021 Form 1040-ES Payment Voucher 4
File only if you are making a payment of estimated tax by check or money order. Mail this Amount of estimated tax
voucher with your check or money order payable to the 'United States Treasury.' Write your
social security number and ' 2021 Form 1040-ES' on your check or money order. Do not send you are paying by check
cash. Enclose, but do not staple or attach, your payment with this voucher. or money order . . . . . . . . . . G 1,500.
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REV 08/30/21 PRO 1555

427-51-4410 242-37-2029
GREG M HYNUM
ANGELA R HYNUM INTERNAL REVENUE SERVICE
10701 SUMMITT TREE COURT PO BOX 1300
CHARLOTTE NC 28277 CHARLOTTE NC 28201-1300

427514410 AX HYNU 30 0 202112 430


Form 8879 IRS e-file Signature Authorization
(Rev. January 2021) OMB No. 1545-0074
a
ERO must obtain and retain completed Form 8879.
Department of the Treasury
a Go to www.irs.gov/Form8879 for the latest information.
Internal Revenue Service

F
Submission Identification Number (SID)
Taxpayer’s name Social security number

GREG M HYNUM 427-51-4410


Spouse’s name Spouse’s social security number

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ANGELA R HYNUM 242-37-2029
Part I Tax Return Information — Tax Year Ending December 31, 2020 (Enter year you are authorizing.)

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Enter whole dollars only on lines 1 through 5.
Note: Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.
1 Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . 1 275,486.
2 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 47,029.
3 Federal income tax withheld from Form(s) W-2 and Form(s) 1099 . . . . . . . . . . . . . 3 39,039.
4 Amount you want refunded to you . . . . . . . . . . . . . . . . . . . . . . 4

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5 Amount you owe . . . . . . . . . . . . . . . . . . . . . . .
7,990.. . . . . 5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the best of
my knowledge and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income tax
return (original or amended) I am now authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO)
to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason
for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial

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Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for
payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. This
authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a
payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2
business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of
taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the
personal identification number (PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable, my
Electronic Funds Withdrawal Consent.
ion C
Taxpayer’s PIN: check one box only
1 4 4 1 0
I authorize to enter or generate my PIN as my
Enter five digits, but
ERO firm name don’t enter all zeros
signature on the income tax return (original or amended) I am now authorizing.
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.
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Your signature a Date a

Spouse’s PIN: check one box only


I authorize to enter or generate my PIN 7 2 0 2 9 as my
ERO firm name Enter five digits, but
signature on the income tax return (original or amended) I am now authorizing. don’t enter all zeros
are E

I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box only
if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III
below.

Spouse’s signature a Date a


Practitioner PIN Method Returns Only—continue below
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Part III Certification and Authentication — Practitioner PIN Method Only


ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.
Don’t enter all zeros

I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
requirements of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

ERO’s signature a Date a


ERO Must Retain This Form — See Instructions
Don’t Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 08/30/21 PRO Form 8879 (Rev. 01-2021)
1040 U.S. Individual Income Tax Return 2020 (99)
Form Department of the Treasury—Internal Revenue Service

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

Filing Status Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
one box.
person is a child but not your dependent a
Your first name and middle initial Last name Your social security number
GREG M HYNUM 427-51-4410
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
ANGELA R HYNUM 242-37-2029

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Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
10701 SUMMITT TREE COURT Check here if you, or your
spouse if filing jointly, want $3

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City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
to go to this fund. Checking a
CHARLOTTE NC 28277 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse

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

Standard Someone can claim: You as a dependent Your spouse as a dependent

O NO
Deduction Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4)  if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four
dependents,
see instructions
and check
here a

Attach
Sch. B if
required.
1
2a
3a
4a
Tax-exempt interest .
Qualified dividends .
IRA distributions . .
.
.
.
.
.
.
2a
3a
4a
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Wages, salaries, tips, etc. Attach Form(s) W-2 .

2,000.
. . . . . . .
b Taxable interest
.

b Taxable amount . .
.
b Ordinary dividends .
. . . .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1
2b
3b
4b
181,268.

0.
ion C
5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b 100,000.
Standard 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
Deduction for— a
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . 7
• Single or
Married filing 8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . 8 -5,782.
separately,
$12,400 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . a 9 275,486.
• Married filing 10 Adjustments to income:
t
jointly or
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Qualifying a From Schedule 1, line 22 . . . . . . . . . . . . . . 10a


widow(er),
$24,800
b Charitable contributions if you take the standard deduction. See instructions 10b
• Head of c Add lines 10a and 10b. These are your total adjustments to income . . . . . . . . a 10c
household,
$18,650 11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . a 11 275,486.
• If you checked 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 30,196.
any box under
Standard 13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . 13 0.
Deduction,
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see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 30,196.
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . 15 245,290.
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)
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Form 1040 (2020) Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 47,029.
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17 0.
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 47,029.
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . 19
20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 47,029.
23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . 23 0.
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . a 24 47,029.
25 Federal income tax withheld from:

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a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 19,039.
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b 20,000.

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c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 39,039.
• If you have a 26 2020 estimated tax payments and amount applied from 2019 return . . . . . . . . . . 26
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . No. . 27
attach Sch. EIC.
• If you have 28 Additional child tax credit. Attach Schedule 8812 . . . . . . . 28
nontaxable 29 American opportunity credit from Form 8863, line 8 . . . . . . . 29

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combat pay,
see instructions. 30 Recovery rebate credit. See instructions . . . . . . . . . . 30
31 Amount from Schedule 3, line 13 . . . . . . . . . . . . 31
32 Add lines 27 through 31. These are your total other payments and refundable credits . . . a 32
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . a 33 39,039.
34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34
Refund
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . a 35a
Direct deposit?
See instructions.

Amount
You Owe
For details on
how to pay, see
ab

ad

36
37
Routing number X X X X X X X X X

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Account number X X X X X X X X X X X X X X X X X
a c Type:

Amount of line 34 you want applied to your 2021 estimated tax . . a


Subtract line 33 from line 24. This is the amount you owe now .
Checking

36

Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
2020. See Schedule 3, line 12e, and its instructions for details.
. . . . . . . .
Savings

. a 37 7,990.
ion C
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . a 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . a Yes. Complete below. No
Designee’s Phone Personal identification
name a no. a number (PIN) a
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
t
Here Your signature Date Your occupation If the IRS sent you an Identity
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Protection PIN, enter it here


F

Joint return? PROJECT MANAGER (see inst.) a


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

Go to www.irs.gov/Form1040 for instructions and the latest information. BAA REV 08/30/21 PRO Form 1040 (2020)
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SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
(Form 1040)
Department of the Treasury
a Attach to Form 1040, 1040-SR, or 1040-NR. 2020
Attachment
Internal Revenue Service a Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number
GREG M & ANGELA R HYNUM 427-51-4410
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . 1
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a

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b Date of original divorce or separation agreement (see instructions) a

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3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . 3 -5,782.
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

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7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income. List type and amount a
8
9 Combine lines 1 through 8. Enter here and on Form 1040, 1040-SR, or 1040-NR,

Part II Adjustments to Income


10
11
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line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . .
Certain business expenses of reservists, performing artists, and fee-basis government
officials. Attach Form 2106 . . . . . . . . . . . . . . . . . . . . . . .
9

10

11
-5,782.
ion C
12 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . 12
13 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . 13
14 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . 14
15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . 15
t
16 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . 16
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17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . 17


18a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18a
b Recipient’s SSN . . . . . . . . . . . . . . . . . . . . a
c Date of original divorce or separation agreement (see instructions) a
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19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . 20
21 Tuition and fees deduction. Attach Form 8917 . . . . . . . . . . . . . . . 21
22 Add lines 10 through 21. These are your adjustments to income. Enter here and
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on Form 1040, 1040-SR, or 1040-NR, line 10a . . . . . . . . . . . . . . . 22


For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 08/30/21 PRO Schedule 1 (Form 1040) 2020
SCHEDULE A Itemized Deductions OMB No. 1545-0074
(Form 1040)

Department of the Treasury


a Go to www.irs.gov/ScheduleA for instructions and the latest information.
a Attach to Form 1040 or 1040-SR. 2020
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
Name(s) shown on Form 1040 or 1040-SR Your social security number
GREG M & ANGELA R HYNUM 427-51-4410
Medical Caution: Do not include expenses reimbursed or paid by others.
and 1 Medical and dental expenses (see instructions) . . . . . . . 1
Dental 2 Enter amount from Form 1040 or 1040-SR, line 11 2
Expenses 3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . 3

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4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . 4
Taxes You 5 State and local taxes.

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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 . . . . . . . . . . . . . . . . . a 5a 11,636.
b State and local real estate taxes (see instructions) . . . . . . . 5b 3,539.
c State and local personal property taxes . . . . . . . . . . 5c

O NO
d Add lines 5a through 5c . . . . . . . . . . . . . . . 5d 15,175.
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 a
6
7 Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . 7 10,000.
Interest
You Paid
Caution: Your
mortgage interest
deduction may be
limited (see
instructions).
opy D
8 Home mortgage interest and points. If you didn’t use all of your home
mortgage loan(s) to buy, build, or improve your home, see
instructions and check this box . . . . . . . . . . . a
a Home mortgage interest and points reported to you on Form 1098.
See instructions if limited . . . . . . . . . . . . . .
b Home mortgage interest not reported to you on Form 1098. See
8a 14,940.
ion C
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 . . . . . . . . . . . . . . . . . . .
a
8b
c Points not reported to you on Form 1098. See instructions for special
t
rules . . . . . . . . . . . . . . . . . . . . . 8c
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d Mortgage insurance premiums (see instructions) . . . . . . . 8d


e Add lines 8a through 8d . . . . . . . . . . . . . . . 8e 14,940.
9 Investment interest. Attach Form 4952 if required. See instructions . 9
10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . 10 14,940.
Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see
Charity instructions . . . . . . . . . . . . . . . . . . . 11 1,800.
are E

Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more,
made a gift and
got a benefit for it, see instructions. You must attach Form 8283 if over $500 . . . . 12 3,456.
see instructions. 13 Carryover from prior year . . . . . . . . . . . . . . 13
14 Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . 14 5,256.
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
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instructions . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Other 16 Other—from list in instructions. List type and amount a
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 12 . . . . . . . . . . . . . . . . . . . . 17 30,196.
Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction,
check this box . . . . . . . . . . . . . . . . . . . . . . . . a

For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. BAA REV 08/30/21 PRO Schedule A (Form 1040) 2020
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074

2020
(Form 1040) (Sole Proprietorship)
a Go to www.irs.gov/ScheduleC for instructions and the latest information.
Department of the Treasury Attachment
Internal Revenue Service (99) a Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships generally must file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)
ANGELA R HYNUM 242-37-2029
A Principal business or profession, including product or service (see instructions) B Enter code from instructions
JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES a 4 5 4 3 9 0
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
ANGEL ZEN, LLC 8 2 4 1 2 9 9 9 4

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E Business address (including suite or room no.) a 10701 SUMMITT TREE COURT
City, town or post office, state, and ZIP code CHARLOTTE, NC 28277

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F Accounting method: (1) Cash (2) Accrual (3) Other (specify) a
G Did you “materially participate” in the operation of this business during 2020? If “No,” see instructions for limit on losses . Yes No
H If you started or acquired this business during 2020, check here . . . . . . . . . . . . . . . . . a

I Did you make any payments in 2020 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes No
J If “Yes,” did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income

O NO
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . a 1 500.
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 3 500.
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . 4 500.
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 0.
6
7
Part II
8
9
Advertising . . . .
Car and truck expenses (see
instructions) . . . . .
. 8

9
opy D
Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) .
Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . .
Expenses. Enter expenses for business use of your home only on line 30.

738.
18
19
20
Office expense (see instructions)
.
.

Pension and profit-sharing plans .


Rent or lease (see instructions):
.
.
.
a
6
7

18
19
0.

0.
ion C
10 Commissions and fees . 10 467. a Vehicles, machinery, and equipment 20a
11 Contract labor (see instructions) 11 b Other business property . . . 20b
12 Depletion . . . . . 12 21 Repairs and maintenance . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . 22 1,453.
expense deduction (not
included in Part III) (see 23 Taxes and licenses . . . . . 23 666.
instructions) . . . . . 13 801. 24 Travel and meals:
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14 Employee benefit programs a Travel . . . . . . . . . 24a
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(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
17 Legal and professional services
17 1,657. b Reserved for future use . . . 27b
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28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . a 28 5,782.
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 -5,782.
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
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Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . 30

}
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3, and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. 31 -5,782.
• If a loss, you must go to line 32.

}
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule
SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and trusts, enter on 32a All investment is at risk.
Form 1041, line 3. 32b Some investment is not
at risk.
• If you checked 32b, you must attach Form 6198. Your loss may be limited.
For Paperwork Reduction Act Notice, see the separate instructions. BAA REV 08/30/21 PRO Schedule C (Form 1040) 2020
Schedule C (Form 1040) 2020 Page 2
Part III Cost of Goods Sold (see instructions)

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

35 Inventory at beginning of year. If different from last year’s closing inventory, attach explanation . . . 35 17,961.

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36 Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . 36 8,445.

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

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

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

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40 Add lines 35 through 39 . . . . . . . . . . . . . . . . . . . . . . . . 40 26,406.

41 Inventory at end of year . . . . . . . . . . . . . . . . . . . . . . . . 41 25,906.

42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 .
. . . . . 42 500.
Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9

43

44
file Form 4562.
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and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must

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

Of the total number of miles you drove your vehicle during 2020, enter the number of miles you used your vehicle for:
a 01/31/2018
ion C
a Business 1,284 b Commuting (see instructions) c Other 6,716

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


REV 08/30/21 PRO Schedule C (Form 1040) 2020
Form 8995 Qualified Business Income Deduction OMB No. 1545-2294

Simplified Computation
a Attach
to your tax return.
2020
Department of the Treasury Attachment
Internal Revenue Service a Go to www.irs.gov/Form8995 for instructions and the latest information. Sequence No. 55

Name(s) shown on return Your taxpayer identification number


GREG M & ANGELA R HYNUM 427-51-4410
Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.

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Use this form if your taxable income, before your qualified business income deduction, is at or below $163,300 ($326,600 if married
filing jointly), and you aren’t a patron of an agricultural or horticultural cooperative.

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

i GREG M HYNUM 427-51-4410 0.

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ii ANGEL ZEN, LLC 82-4129994 -5,782.

iii

iv

3
4
v

column (c)
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Total qualified business income or (loss). Combine lines 1i through 1v,
. . . . . . . . . . . . . . . . . . . . . .
Qualified business net (loss) carryforward from the prior year . . . . . . .
Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0-
2
3 (
4
-5,782.
26,301. )
0.
ion C
5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . 5 0.
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) . . . . . . . . . . . . . . . . . . . . 6
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior
year . . . . . . . . . . . . . . . . . . . . . . . . . 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
t
or less, enter -0- . . . . . . . . . . . . . . . . . . . . 8
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9 REIT and PTP component. Multiply line 8 by 20% (0.20) . . . . . . . . . . . . . . . 9


10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . 10 0.
11 Taxable income before qualified business income deduction . . . . . . 11 245,290.
12 Net capital gain (see instructions) . . . . . . . . . . . . . . . 12 0.
13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . 13 245,290.
14 Income limitation. Multiply line 13 by 20% (0.20) . . . . . . . . . . . . . . . . . . 14 49,058.
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15 Qualified business income deduction. Enter the lesser of line 10 or line 14. Also enter this amount on
the applicable line of your return . . . . . . . . . . . . . . . . . . . . . . a 15 0.
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . 16 ( 32,083. )
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ( 0. )
For Privacy Act and Paperwork Reduction Act Notice, see instructions. REV 08/30/21 PRO Form 8995 (2020)
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Form 8915-E Qualified 2020 Disaster Retirement
Plan Distributions and Repayments
OMB No. 1545-0074

(Use for Coronavirus-Related and Other Qualified 2020 Disaster Distributions)


a Go to www.irs.gov/Form8915E for instructions and the latest information.
2020
Department of the Treasury Attachment
Internal Revenue Service a Attach to 2020 Form 1040, 1040-SR, or 1040-NR. Sequence No. 915

Name. If married, file a separate form for each spouse required to file 2020 Form 8915-E. See instructions. Your social security number
ANGELA R HYNUM 242-37-2029
Home address (number and street, or P.O. box if mail is not delivered to your home) Apt. no.

Fill in Your Address Only


if You Are Filing This
F City, town or post office, state, and ZIP code. If you have a foreign address, also complete the spaces

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below (see instructions). If this is an amended
Form by Itself and Not return, check here a
With Your Tax Return

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Foreign country name Foreign province/state/county Foreign postal code

Before you begin:


• Complete 2020 Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments, and 2020 Form 8915-C,
Qualified 2018 Disaster Retirement Plan Distributions and Repayments, if applicable.
• If you completed Part I of 2020 Form 8915-D, or of 2020 Form 8915-C, see the Caution in Column (a) in the instructions to figure

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the amounts for column (a).
• See Table 1 in the instructions for the list of qualified 2020 disasters.
• If you are reporting distributions in Part I for more than one qualified 2020 disaster, see the instructions to determine whether you
should use Worksheet 2 to figure the amounts to enter in Part I, column (b), below. If you must use Worksheet 2, check this box a

Part I Total Distributions From All Retirement Plans (Including IRAs).

F
!CAUTION
• For coronavirus, check this box. a

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Do not enter a disaster
name, a disaster beginning date, or an earliest distribution date
below. Coronavirus-related distributions can be made on or after
January 1, 2020, and before December 31, 2020.
• For 2020, qualified 2020 disaster distributions for a disaster other than the
coronavirus can be made at any time in 2020 on or after the disaster’s beginning
date. See instructions.
Disaster name a
Complete lines 1 through 4 of one column

(a)
before going to the next column.

Total distributions
in 2020
(see instructions)
(b)
Qualified
2020 disaster
distributions
made in 2020
(c)
Allocation of
column (b)
(see instructions)
ion C
Disaster beginning date a (see instructions)
1 Distributions from retirement plans (other than IRAs)
Date earliest distribution made a 100,000. 100,000.
2 Distributions from traditional, SEP, and SIMPLE IRAs
Date earliest distribution made a
3 Distributions from Roth IRAs
t
Date earliest distribution made a
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4 Totals. Add lines 1 through 3 in columns (a) and (b). Complete column (c)
if line 4, column (b), is more than $100,000. Otherwise, leave column (c)
blank . . . . . . . . . . . . . . . . . . . . . . 100,000. 100,000. 100,000
5 If you completed column (c), enter the excess of the amount on line 4, column (a), over $100,000.
Otherwise, enter the excess of the amount on line 4, column (a), over the amount on line 4, column
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(b). Report these distributions under the normal rules in accordance with the instructions for your tax
return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 0.
Part II Qualified 2020 Disaster Distributions From Retirement Plans (Other Than IRAs)
6 If you completed line 1, column (c), enter that amount. Otherwise, enter the amount from line 1,
column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 100,000.
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7 Enter the applicable cost of distributions, if any. See instructions . . . . . . . . . . . . 7 0.


8 Subtract line 7 from line 6 . . . . . . . . . . . . . . . . . . . . . . . . . 8 100,000.
9 If you elect NOT to spread the taxable amount over 3 years, check this box a and enter the amount
from line 8 (see instructions). You must check this box if you check the box on line 17. Otherwise,
divide line 8 by 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 100,000.
10 Enter the total amount of any repayments you made before filing your 2020 tax return. But don’t
include repayments made later than the due date (including extensions) for that return. Don’t use this
form to report repayments of qualified 2016, 2017, 2018, or 2019 disaster distributions. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Amount subject to tax in 2020. Subtract line 10 from line 9. If zero or less, enter -0-. Include this
amount in the total on 2020 Form 1040, 1040-SR, or 1040-NR, line 5b . . . . . . . . . . . 11 100,000.
For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 08/30/21 PRO Form 8915-E (2020)
Form 8915-E (2020) Page 2
Before you begin: Complete 2020 Form 8606, Nondeductible IRAs, if required.

Part III Qualified 2020 Disaster Distributions From Traditional, SEP, SIMPLE, and Roth IRAs
12 Did you receive a qualified 2020 disaster distribution from a traditional, SEP, SIMPLE, or Roth IRA that
is required to be reported on 2020 Form 8606?
Yes. Go to line 13. No. Skip lines 13 and 14, and go to line 15.
13 Enter the amount, if any, from 2020 Form 8606, line 15b. But if you are entering amounts here and on
2020 Form 8915-D, line 22, or Form 8915-C, line 23, only enter on line 13 the amount on Form 8606,
line 15b, attributable to Form 8915-E distributions. See the instructions for Form 8606, line 15b . . 13

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14 Enter the amount, if any, from 2020 Form 8606, line 25b. But if you are entering amounts here and on
2020 Form 8915-D, line 23, or Form 8915-C, line 24, only enter on line 14 the amount on Form 8606,

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line 25b, attributable to Form 8915-E distributions. See the instructions for Form 8606, line 25b . . 14
15 If you completed line 2, column (c), enter that amount. Otherwise, enter the amount from line 2,
column (b), if any. Don’t include on line 15 any amounts reported on 2020 Form 8606 . . . . . 15
16 Add lines 13, 14, and 15 . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 If you elect NOT to spread the taxable amount over 3 years, check this box a and enter the amount
from line 16 (see instructions). You must check this box if you checked the box on line 9. Otherwise,

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divide line 16 by 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Enter the total amount of any repayments you made before filing your 2020 tax return. But don’t
include any repayments made later than the due date (including extensions) for that return. Don’t use
this form to report repayments of qualified 2016, 2017, 2018, or 2019 disaster distributions. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
19 Amount subject to tax in 2020. Subtract line 18 from line 17. If zero or less, enter -0-. Include

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this amount in the total on 2020 Form 1040, 1040-SR, or 1040-NR, line 4b . . . . . . . . .
Part IV Qualified Distributions for the Purchase or Construction of a Main Home in Qualified 2020 Disaster Areas
Do not complete Part IV if your only disaster was the coronavirus. Complete this part only if in 2020 you
received a qualified distribution (as defined in the instructions) that you repaid, in whole or in part, before June
26, 2021. See instructions for allowable repayments. If the qualified distribution was received in 2019, see 2019
qualified distributions under Amending Form 8915-E in the instructions.
Caution: A distribution can't be a qualified distribution for the purchase or construction of a main home unless it is received
19
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no more than 180 days before the disaster period begins and no more than 30 days after the disaster period ends.
Disaster name a
20 Did you receive a qualified distribution from a traditional, SEP, SIMPLE, or Roth IRA that is required to
be reported on 2020 Form 8606?
Yes. Complete lines 21 through 25 only if you also had qualified distributions not required to be
reported on 2020 Form 8606.
t
No. Go to line 21.
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21 Enter the total amount of qualified distributions you received in 2020 for the purchase or construction
of a main home. Don’t include any amounts reported on 2020 Form 8606. Also, don’t include any
distributions you reported on line 6 or line 15, or on 2020 Form 8915-C or 2020 Form 8915-D, if any.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Enter the applicable cost of distributions, if any. See instructions . . . . . . . . . . . . 22
23 Subtract line 22 from line 21 . . . . . . . . . . . . . . . . . . . . . . . . . 23
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24 Enter the total amount of any repayments you made. See instructions for allowable repayments. Don’t
include any repayments treated as rollovers on 2020 Form 8606. See instructions . . . . . . . 24
25 Taxable amount. Subtract line 24 from line 23 . . . . . . . . . . . . . . . . . . 25
• If the distribution is from an IRA, include this amount in the total on 2020 Form 1040, 1040-SR, or 1040-NR, line 4b.
• If the distribution is from a retirement plan (other than an IRA), include this amount in the total on 2020 Form 1040, 1040-SR,
or 1040-NR, line 5b.
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Note: You may be subject to an additional tax on the amount on line 25. See instructions.
Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my knowledge
Sign Here Only if You and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any
Are Filing This Form knowledge.
by Itself and Not With
F

Your Tax Return Your signature Date


Print/Type preparer’s name Preparer’s signature Date Check if PTIN
Paid self-employed
Preparer
Firm’s name a Firm’s EIN a
Use Only Firm’s address a Phone no.
Form 8915-E (2020)
Form 8960 Net Investment Income Tax—
Individuals, Estates, and Trusts
OMB No. 1545-2227

2020
Department of the Treasury a Attachto your tax return. Attachment
Internal Revenue Service (99) a Go to www.irs.gov/Form8960 for instructions and the latest information. Sequence No. 72
Name(s) shown on your tax return Your social security number or EIN
GREG M & ANGELA R HYNUM 427-51-4410
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

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2 Ordinary dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . 2
3 Annuities (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . 3

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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

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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
6 Adjustments to investment income for certain CFCs and PFICs (see instructions) . . . . . . . 6
7
8
Part II
9a
b
c
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Other modifications to investment income (see instructions) . . . . . . . . . . .
Total investment income. Combine lines 1, 2, 3, 4c, 5d, 6, and 7 . . . . . . . . . .
Investment Expenses Allocable to Investment Income and Modifications
Investment interest expenses (see instructions) . . .
State, local, and foreign income tax (see instructions) .
Miscellaneous investment expenses (see instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
9a
9b
9c
.
.
.
.
.
.
7
8
ion C
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 0.
t
Individuals:
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13 Modified adjusted gross income (see instructions) . . . . . . . . . 13 275,486.


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 25,486.
16 Enter the smaller of line 12 or line 15 . . . . . . . . . . . . . . . . . . . . . . 16 0.
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 0.
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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
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19a Adjusted gross income (see instructions) . . . . . . . . . . . . 19a


b Highest tax bracket for estates and trusts for the year (see instructions) . . 19b
c Subtract line 19b from line 19a. If zero or less, enter -0- . . . . . . . 19c
20 Enter the smaller of line 18c or line 19c . . . . . . . . . . . . . . . . . . . . . 20
21 Net investment income tax for estates and trusts. Multiply line 20 by 3.8% (0.038). Enter here and
include on your tax return (see instructions) . . . . . . . . . . . . . . . . . . . 21
For Paperwork Reduction Act Notice, see your tax return instructions. BAA REV 08/30/21 PRO Form 8960 (2020)
Form 8283
(Rev. December 2020)
a
Noncash Charitable Contributions
Attach one or more Forms 8283 to your tax return if you claimed a total deduction
OMB No. 1545-0074

of over $500 for all contributed property. Attachment


Department of the Treasury
Internal Revenue Service a Go to www.irs.gov/Form8283 for instructions and the latest information. Sequence No. 155

Name(s) shown on your income tax return Identifying number


GREG M & ANGELA R HYNUM 427-51-4410
Note: Figure the amount of your contribution deduction before completing this form. See your tax return instructions.
Section A. Donated Property of $5,000 or Less and Publicly Traded Securities—List in this section only an item
(or a group of similar items) for which you claimed a deduction of $5,000 or less. Also list publicly traded
securities and certain other property even if the deduction is more than $5,000. See instructions.

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Part I Information on Donated Property—If you need more space, attach a statement.
1 (a) Name and address of the (b) If donated property is a vehicle (see instructions), (c) Description and condition of donated property

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donee organization check the box. Also enter the vehicle identification (For a vehicle, enter the year, make, model, and
number (unless Form 1098-C is attached). mileage. For securities and other property,
see instructions.)
GOODWILL CLOTHING, DECORATIONS, BLANKETS, ET
A WILKINSON BLVD C
CHARLOTTE NC 28277

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C

A
B
(d) Date of the
contribution

02/10/2020 Various
(e) Date acquired
by donor (mo., yr.)
(f) How acquired

Purchase
by donor opy D
Note: If the amount you claimed as a deduction for an item is $500 or less, you do not have to complete columns (e), (f), and (g).
(g) Donor’s cost
or adjusted basis

6,835.
(h) Fair market value
(see instructions)

3,456. Thrift shop value


(i) Method used to determine
the fair market value
ion C
C
D
E
Section B. Donated Property Over $5,000 (Except Publicly Traded Securities, Vehicles, Intellectual Property or
Inventory Reportable in Section A)—Complete this section for one item (or a group of similar items) for
which you claimed a deduction of more than $5,000 per item or group (except contributions reportable in
Section A). Provide a separate form for each item donated unless it is part of a group of similar items. A
t
qualified appraisal is generally required for items reportable in Section B. See instructions.
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Part I Information on Donated Property


2 Check the box that describes the type of property donated.
a Art* (contribution of $20,000 or more) e Other Real Estate i Vehicles
b Qualified Conservation Contribution f Securities j Clothing and household items
c Equipment g Collectibles** k Other
d Art* (contribution of less than $20,000) h Intellectual Property
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* Art includes paintings, sculptures, watercolors, prints, drawings, ceramics, antiques, decorative arts, textiles, carpets, silver, rare manuscripts,
historical memorabilia, and other similar objects.
** Collectibles include coins, stamps, books, gems, jewelry, sports memorabilia, dolls, etc., but not art as defined above.
Note: In certain cases, you must attach a qualified appraisal of the property. See instructions.
3 (a) Description of donated property (if you need (b) If any tangible personal property or real property was donated, give a brief (c) Appraised fair
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more space, attach a separate statement) summary of the overall physical condition of the property at the time of the gift. market value

A
B
C
(g) For bargain sales,
(d) Date acquired (e) How acquired by donor (f) Donor’s cost or enter amount (h) Amount claimed (i) Date of
by donor adjusted basis received and attach as a deduction contribution
(mo., yr.) a separate statement. (see instructions) (see instructions)

A
B
C
For Paperwork Reduction Act Notice, see separate instructions. BAA REV 08/30/21 PRO Form 8283 (Rev. 12-2020)
Form 8283 (Rev. 12-2020) Page 2
Name(s) shown on your income tax return Identifying number
GREG M & ANGELA R HYNUM 427-51-4410
Part II Partial Interests and Restricted Use Property (Other Than Qualified Conservation Contributions)—
Complete lines 4a through 4e if you gave less than an entire interest in a property listed in Section B, Part I.
Complete lines 5a through 5c if conditions were placed on a contribution listed in Section B, Part I; also
attach the required statement. See instructions.
4a Enter the letter from Section B, Part I that identifies the property for which you gave less than an entire interest a
If Section B, Part II applies to more than one property, attach a separate statement.
b Total amount claimed as a deduction for the property listed in Section B, Part I: (1) For this tax year . . a

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(2) For any prior tax years a
c Name and address of each organization to which any such contribution was made in a prior year (complete only if different

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from the donee organization above):
Name of charitable organization (donee)

Address (number, street, and room or suite no.) City or town, state, and ZIP code

d For tangible property, enter the place where the property is located or kept a

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e Name of any person, other than the donee organization, having actual possession of the property a

Yes No
5a Is there a restriction, either temporary or permanent, on the donee’s right to use or dispose of the donated property?
b Did you give to anyone (other than the donee organization or another organization participating with the donee
organization in cooperative fundraising) the right to the income from the donated property or to the possession of
the property, including the right to vote donated securities, to acquire the property by purchase or otherwise, or to

Part III
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designate the person having such income, possession, or right to acquire? . . . . . . . . . . . . .
c Is there a restriction limiting the donated property for a particular use? . . . . . . . . . . . . . .
Taxpayer (Donor) Statement—List each item included in Section B, Part I above that the appraisal identifies
as having a value of $500 or less. See instructions.
I declare that the following item(s) included in Section B, Part I above has to the best of my knowledge and belief an appraised value
of not more than $500 (per item). Enter identifying letter from Section B, Part I and describe the specific item. See instructions.
ion C

Signature of
taxpayer (donor) a Date a
Part IV Declaration of Appraiser
I declare that I am not the donor, the donee, a party to the transaction in which the donor acquired the property, employed by, or related to any of the foregoing persons, or
married to any person who is related to any of the foregoing persons. And, if regularly used by the donor, donee, or party to the transaction, I performed the majority of my
appraisals during my tax year for other persons.
t
Also, I declare that I perform appraisals on a regular basis; and that because of my qualifications as described in the appraisal, I am qualified to make appraisals of the type
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of property being valued. I certify that the appraisal fees were not based on a percentage of the appraised property value. Furthermore, I understand that a false or
fraudulent overstatement of the property value as described in the qualified appraisal or this Form 8283 may subject me to the penalty under section 6701(a) (aiding and
abetting the understatement of tax liability). I understand that my appraisal will be used in connection with a return or claim for refund. I also understand that, if there is a
substantial or gross valuation misstatement of the value of the property claimed on the return or claim for refund that is based on my appraisal, I may be subject to a penalty
under section 6695A of the Internal Revenue Code, as well as other applicable penalties. I affirm that I have not been at any time in the three-year period ending on the date
of the appraisal barred from presenting evidence or testimony before the Department of the Treasury or the Internal Revenue Service pursuant to 31 U.S.C. 330(c).

Sign Appraiser signature a Date a


Here Appraiser name ▶ Title ▶
are E

Business address (including room or suite no.) Identifying number

City or town, state, and ZIP code

Part V Donee Acknowledgment


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This charitable organization acknowledges that it is a qualified organization under section 170(c) and that it received the donated property
as described in Section B, Part I, above on the following date a
Furthermore, this organization affirms that in the event it sells, exchanges, or otherwise disposes of the property described in Section
B, Part I (or any portion thereof) within 3 years after the date of receipt, it will file Form 8282, Donee Information Return, with the IRS
and give the donor a copy of that form. This acknowledgment does not represent agreement with the claimed fair market value.
Does the organization intend to use the property for an unrelated use? . . . . . . . . . . . . . . a Yes No
Name of charitable organization (donee) Employer identification number

Address (number, street, and room or suite no.) City or town, state, and ZIP code

Authorized signature Title Date

REV 08/30/21 PRO Form 8283 (Rev. 12-2020)


Form 4868 Application for Automatic Extension of Time
To File U.S. Individual Income Tax Return
OMB No. 1545-0074

Department of the Treasury


Internal Revenue Service (99)
a Go to www.irs.gov/Form4868 for the latest information. 2020
There are three ways to request an automatic extension of time to
file a U.S. individual income tax return. Pay Electronically
1. You can pay all or part of your estimated income tax due and
indicate that the payment is for an extension using Direct Pay, You don’t need to file Form 4868 if you make a payment using our
the Electronic Federal Tax Payment System, or using a credit electronic payment options. The IRS will automatically process an
or debit card. See How To Make a Payment, later. extension of time to file when you pay part or all of your estimated
2. You can file Form 4868 electronically by accessing IRS e-file income tax electronically. You can pay online or by phone. See

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using your tax software or by using a tax professional who Making Payments Electronically, later.
uses e-file. E-file Using Your Tax Software

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3. You can file a paper Form 4868 and enclose payment of your or Through a Tax Professional
estimate of tax due (optional).
Refer to your tax software package or tax preparer for ways to file
It’s Convenient, electronically. Be sure to have a copy of your 2019 tax return—
Safe, and Secure you’ll be asked to provide information from the return for taxpayer
verification. If you wish to make a payment, you can pay by
IRS e-file is the IRS’s electronic filing program. You can get an electronic funds withdrawal or send your check or money order to
automatic extension of time to file your tax return by filing Form the address shown in the middle column under Where To File a

O NO
4868 electronically. You’ll receive an electronic acknowledgment Paper Form 4868, later.
once you complete the transaction. Keep it with your records. Don’t
mail in Form 4868 if you file electronically, unless you’re making a
payment with a check or money order. See Pay by Check or Money
File a Paper Form 4868
Order, later.
If you wish to file on paper instead of electronically, fill in the Form
Complete Form 4868 to use as a worksheet. If you think you may 4868 below and mail it to the address shown under Where To File a
owe tax when you file your return, you’ll need to estimate your total Paper Form 4868, later.
tax liability and subtract how much you’ve already paid (lines 4, 5,
and 6 below).
Several companies offer free e-filing of Form 4868 through the
Free File program. For more details, go to www.irs.gov/FreeFile.

Purpose of Form
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General Instructions
For information on using a private delivery service, see Private
Delivery Services, later.
Note: If you’re a fiscal year taxpayer, you must file a paper Form
4868.

1. Properly estimate your 2020 tax liability using the information


ion C
available to you,
Use Form 4868 to apply for 6 more months (4 if “out of the
country” (defined later under Taxpayers who are out of the country) 2. Enter your total tax liability on line 4 of Form 4868, and
and a U.S. citizen or resident) to file Form 1040, 1040-SR, 1040-NR, 3. File Form 4868 by the regular due date of your return.
1040-PR, or 1040-SS. Although you aren’t required to make a payment of the tax
Gift and generation-skipping transfer (GST) tax return (Form
709). An extension of time to file your 2020 calendar year income
F
!
CAUTION
you estimate as due, Form 4868 doesn’t extend the time to
pay taxes. If you don’t pay the amount due by the regular
tax return also extends the time to file Form 709 for 2020. However, due date, you’ll owe interest. You may also be charged penalties.
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it doesn’t extend the time to pay any gift and GST tax you may owe For more details, see Interest and Late Payment Penalty, later. Any
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for 2020. To make a payment of gift and GST tax, see Form 8892. If remittance you make with your application for extension will be
you don’t pay the amount due by the regular due date for Form 709, treated as a payment of tax.
you’ll owe interest and may also be charged penalties. If the donor You don’t have to explain why you’re asking for the extension.
died during 2020, see the instructions for Forms 709 and 8892. We’ll contact you only if your request is denied.
Don’t file Form 4868 if you want the IRS to figure your tax or
Qualifying for the Extension you’re under a court order to file your return by the regular due date.
To get the extra time, you must:
d DETACH HERE d
are E

Form 4868 Application for Automatic Extension of Time REV 08/30/21 PRO 1555
Department of the Treasury
Internal Revenue Service (99)
To File U.S. Individual Income Tax Return
For calendar year 2020, or other tax year beginning , 2020, and ending , . 2020
Part I Identification Part II Individual Income Tax
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1 4 Estimate of total tax liability for 2020 . . $ 0.


GREG M & ANGELA R HYNUM 5 Total 2020 payments . . . . . . 4,711.
6 Balance due. Subtract line 5 from line 4.
10701 SUMMITT TREE COURT See instructions . . . . . . . . 0.
CHARLOTTE,NC 28277 7 Amount you’re paying (see instructions) . a
8 Check here if you’re “out of the country” and a U.S.
2 3 a
citizen or resident. See instructions . . . . . .
427-51-4410 242-37-2029 9 Check here if you file Form 1040-NR and didn’t receive
wages as an employee subject to U.S. income tax
withholding . . . . . . . . . . . . . a

427514410 AX HYNU 30 0 202012 670


Tax History Report 2020
G Keep for your records

Name(s) Shown on Return


GREG M & ANGELA R HYNUM

Five Year Tax History:

2016 2017 2018 2019 2020

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Filing status MFJ MFJ MFJ MFJ MFJ

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Total income 167,819. 183,738. 178,042. -18,550. 275,486.

Adjustments to income

Adjusted gross income 167,819. 183,738. 178,042. -18,550. 275,486.

O NO
Tax expense 12,211. 11,908. 10,000. 0. 10,000.

Interest expense 7,022. 6,778. 6,394. 14,940.

Contributions 860. 1,100. 4,100. 5,256.

Misc. deductions 2,808. 758.

Other itemized ded’ns

Total itemized/
standard deduction 22,901.
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20,544. 24,000. 24,400. 30,196.
ion C
Exemption amount 8,100. 8,100. 0. 0. 0.

QBI deduction 0. 0. 0.

Taxable income 136,818. 155,094. 154,042. 0. 245,290.


t
Tax 25,747. 30,311. 25,768. 47,029.
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Alternative min tax

Total credits

Other taxes
are E

Payments 24,740. 26,569. 22,190. 39,039.

Form 2210 penalty 19. 0.

Amount owed 1,007. 3,761. 3,578. 0. 7,990.


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Applied to next
year’s estimated tax

Refund

Effective tax rate % 15.34 16.50 14.47 0.00 17.07

**Tax bracket % 25.0 28.0 22.0 10.0 24.0

**Tax bracket % is based on Taxable income.


IRS e-file Authentication Statement 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

A ' Practitioner PIN Authorization

Note - PIN information is entered in Part VI of the Federal Information Worksheet. This worksheet only
serves as a record of the PIN information transmitted in the electronic return.

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QuickZoom to the Federal Information Worksheet to enter PIN information

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Taxpayer(s) entered PIN(s)
ERO entered Primary Taxpayer’s PIN
ERO entered Secondary Taxpayer’s PIN
ERO entered PIN(s) on behalf of taxpayer(s) X

O NO
B ' Signature of Electronic Return Originator

ERO Declaration:
I declare that the information contained in this electronic tax return is the information furnished to me by the
taxpayer. If the taxpayer furnished me a completed tax return, I declare that the information contained in
this electronic tax return is identical to that contained in the return provided by the taxpayer. If the furnished

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return was signed by a paid preparer, I declare I have entered the paid preparer’s identifying information in
the appropriate portion of this electronic return. If I am the paid preparer, under the penalties of perjury I
declare that I have examined this electronic return, and to the best of my knowledge and belief, it is true,
correct, and complete. This declaration is based on all information of which I have any knowledge.

I am signing this Tax Return by entering my PIN below.


ion C
ERO’s PIN (EFIN followed by any 5 numbers) EFIN Self-Select PIN

C ' Signature of Taxpayer/Spouse

Perjury Statement:
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Under penalties of perjury, I declare that I have examined this return, including any accompanying
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statements and schedules and, to the best of my knowledge and belief, it is true, correct, and complete.

Consent to Disclosure:
I consent to allow my Intermediate Service Provider, transmitter, or Electronic Return Originator (ERO) to
send my return to IRS and to receive the following information from IRS: (1) acknowledgment of receipt or
reason for rejection of transmission; (2) refund offset; (3) reason for any delay in processing or refund; and,
are E

(4) date of any refund.

I am signing this Tax Return and Electronic Funds Withdrawal Consent, if applicable,
with my Self-Select PIN below.
QuickZoom to the Federal Information Worksheet to enter PIN numbers
Taxpayer’s PIN (5 numbers) 14410
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Spouse’s PIN (5 numbers) 72029


Date 01/25/2021

D ' Form 1310 Signature and Verification

Completion of this section indicates that I am requesting a refund of taxes overpaid by or on behalf of the
decedent. Under penalties of perjury, I declare that I have examined this Form 1310 claim, and to the best
of my knowledge and belief, it is true, correct, and complete.

Signature of person claiming refund (35 character limit) Date


Federal Information Worksheet 2020
G Keep for your records

Part I ' Personal Information


Taxpayer: Spouse:
Last name HYNUM Last name (if different)
First name GREG First name ANGELA
Middle initial M Suffix Middle initial R Suffix
Social security no. 427-51-4410 Social security no. 242-37-2029
Occupation PROJECT MANAGER Occupation DIRECTOR STRAT INIT
Date of birth 10/02/1975 (mm/dd/yyyy) Date of birth 10/28/1971 (mm/dd/yyyy)
Age as of 1-1-2021 45 Age as of 1-1-2021 49

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Date of death Date of death
Legally blind Legally blind
E-mail address [email protected] E-mail address [email protected]

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Work phone (704)607-1143 Ext Work phone Ext
Cell phone (704)607-1143 Cell phone (704)763-9180
Home phone (704)607-1143 Note: Work phone is transmitted for electronic funds withdrawal.
Fax number
Best contact phone number
Print phone number on Form 1040 Home Taxpayer work Spouse work

O NO
Print Form 1040-SR instead of Form 1040 Yes X No
US Address:
Address 10701 SUMMITT TREE COURT Apt no.
City CHARLOTTE State NC ZIP code 28277
Foreign Address: Check this box to use foreign address
Address Apt no.
City
Foreign code Foreign country
Foreign province/county
Foreign phone
APO/FPO/DPO address

Part II ' Federal Filing Status


1 Single
APO
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FPO
Foreign postal code

DPO
ion C
X 2 Married filing jointly
3 Married filing separately
Taxpayer did not live with spouse at any time during year
Taxpayer eligible to claim spouse’s exemption (state use), blind, or over age 65 (see Help)
4 Head of household
If qualifying person is child but not dependent:
Child’s First name MI Last Name Suff
Child’s social security number
t
5 Qualifying widow(er)
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Year spouse died 2018 2019


Enter the qualifying person’s name:
Child’s First name MI Last Name Suff
Child’s social security number

Part III ' Dependent/Earned Income Credit/Child and Dependent Care Credit Information
are E

Qualified
child/dep Not
Dependent care exps qual
Identity incurred credit
A Protection PIN and paid other
G (see tax help) 2020 dep
Date of birth E Lived Not qual
(mm/dd/yyyy) with Educ for child
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Social security E taxpyr Tuition tax credit


First name MI number Date of death I in and Or non
Last name Suff *Relationship (mm/dd/yyyy)** C U.S. Fees Code U.S.***

* Caution: If claiming child other than taxpayer’s see Relationship in Help


** The health care shared responsibility payment calculation does not include individuals after date of death
*** Caution: If this person is NOT a U.S. citizen, U.S. national, or a U.S. resident check this box
GREG M & ANGELA R HYNUM 427-51-4410 Page 4

Part VIII ' Direct Deposit and Refund Disbursement Options

Refund Disbursement Services

Selected Processor: No bank is selected

If no processor is named:
Not Enrolled?
Go to HomeBase, select E-File, then Pay-by-Refund, then Pay-by-Refund Enrollment

IL
Wizard
Already Enrolled?
Use our Tools menu, select Options and then Enrollment Options to check your status

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Refund Advance is no longer available - ended 2/28/21

No longer available .
Add Pay-by-Refund below to withhold fees from the refund

O NO
QuickZoom to your program’s Processing Worksheet:
Santa Barbara Tax Products Group Processing Worksheet
Refund Advantage Processing Worksheet

Pay-by-Refund (withhold fees from refund proceeds) - Not Enrolled

Check to select Pay by Refund

Direct Deposit
opy D
QuickZoom to and complete your program’s Processing Worksheet:
Santa Barbara Tax Products Group Processing Worksheet
Refund Advantage Processing Worksheet
TPG Quick Collect Processing Worksheet
ion C
Yes No
Direct Deposit X
Check to confirm transferred account information (which appears in green) is correct X

Account type Checking X Savings


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Routing number 314074269
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Account number 259917907


Name of Financial Institution (optional) USAA

Part IX ' Electronic Funds Withdrawal Options


are E

Yes No
X Use electronic funds withdrawal for federal balance due (EF only)
Use electronic funds withdrawal of Form 4868 balance due (EF only)
Use electronic funds withdrawal of amended federal balance due (EF only)

Note: Complete the Financial Institution Information in the IRS Direct Deposit section above
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Payment date for withdrawal 09/01/2021


Balance due amount from return 7,990.
Amount of withdrawal for tax payment 7,990.
If partial payment, remaining balance due 0.
Extension:

Amended Return:
Payment date for withdrawal
Balance due amount paid with this amended return

Other Direct Debit:


Identity Verification Worksheet 2020
GSee tax help for more information on identity verification

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Driver’s License or State Id Information


Required for electronic filing, either complete the driver’s license or state id detail information below or
select the appropriate box for taxpayer and spouse to indicate why driver’s license or state id information is

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not present.

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Note: Providing identification numbers helps the IRS and states verify taxpayer identity which can prevent
unnecessary delays in tax return processing.

All identity verification information should be entered here and will automatically flow to the
state return.

O NO
Taxpayer/Spouse does not have a driver’s license or state id
Taxpayer Note: Alabama does not allow this option
Spouse
Taxpayer/Spouse did not provide driver’s license or state id information
X Taxpayer Note: Alabama, New York and Ohio do not allow this option
X Spouse

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Check to confirm transferred driver’s license or state id information (which appears in green) is correct
Note: Transfer not available for returns with Alabama, Iowa, or New York state taxes. See tax help for
more information.

Driver’s License Detail


ion C
Taxpayer: Spouse:
Issuing state Issuing state
License number License number
Issue date Issue date
Expiration date Expiration date
t
Does not expire Does not expire
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NY Document number (first 3 chars)* NY Document number (first 3 chars)*

State Identification Card Detail

Taxpayer: Spouse:
Issuing state Issuing state
are E

Identification number Identification number


Issue date Issue date
Expiration date Expiration date
Does not expire Does not expire
NY Document number (first 3 chars)* NY Document number (first 3 chars)*
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* Enter the first 3 characters of the NY document number, which is the 8 or 10 number/letter combination
found at the bottom of the NY license (or NY state ID) or on the back if it was issued after January 28, 2014.

Additional Verification Information


Use these fields to record the client status and method used to verify the taxpayer and spouse identity.
Identity Verification Method (select one):
In person
Remote via email, phone, or fax
Both in person and remote
Identity not verified

Documents Used to Verify Primary Taxpayer Identity:


Driver’s license (complete detail above)
State issued identification card (complete detail above)
Passport

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Account statement from financial institution
Utility billing statement

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Credit card billing statement

Documents Used to Verify Spouse Identity (If you file joint return):
Driver’s license (complete detail above)
State issued identification card (complete detail above)

O NO
opy D
t ion C
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are E
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Electronic Filing Information Worksheet 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Payment by Check (Form 1040-V) ' Federal Balance Due


Date Form 1040-V was given to client

Electronic Return Originator Information

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The ERO Information below will automatically calculate based on the preparer code entered on the
Federal Information Worksheet.

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Calculates to the EFIN for the ERO that is responsible for filing this return based on the
preparer code. For returns that are marked as a "Non-Paid Preparer" (XNP) or
"Self-Prepared" (XSP) can be changed but is required.
For returns that are marked as a "Non-Paid Preparer" (XNP) or "Self-Prepared" (XSP)
enter a PIN for the ERO that is responsible for filing return

O NO
ERO Name ERO Electronic Filers Identification Number (EFIN)

ERO Address ERO Employer Identification Number

City State ZIP Code ERO Social Security Number or PTIN

Country

Paid Preparer Information

Firm Name
opy D Social Security Number or PTIN
ion C
Name Employer Identification Number

Address Phone Number Fax Number

City State ZIP Code


t
Country E-mail Address
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Non Paid Preparer Information

If the return was prepared or reviewed through an IRS tax assistance program, self-prepared by the
taxpayer, or was prepared by another person who was not paid to prepare the return, check one of the
following boxes that applies to this return.
are E

IRS-reviewed
IRS-prepared
Prepared by taxpayer or other non-paid preparer

Amended Returns
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Check this box to file another federal amended return electronically


File another Amended Form 114 Report of Foreign Bank and Financial Accounts (FBAR) electronically
Check this box to file another state and/or city amended return electronically
* Select the state and/or city amended return(s) to file electronically.

State/City *

California
Colorado
Georgia
Michigan
See TB266
GREG M & ANGELA R HYNUM 427-51-4410 Page 2

Miscellaneous Electronic Filing Items

If the return was rejected for dependent name and SSN mismatch (business rule R0000-504-02) or
Schedule EIC qualifying child name and SSN mismatch (business rule SEIC-F1040-501-02),
check this box to retransmit this return as an imperfect return.

Enter an ’in care of addressee’ if applicable

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Name of personal representative for deceased returns

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If married filing joint and one spouse is deceased, is the surviving spouse also the
personal representative? Yes No

Check this box if your client is in the U.S. Armed Forces with a stateside address

Select the appropriate combat zone from the picklist if the taxpayer (or spouse) last served in an area

O NO
designated as a combat zone or qualified hazardous duty area.
Other combat zone deployment date

Option of Transmitting the Forms as PDF with the Electronic Submission or Mailing the Forms with
Form 8453: U.S. Individual Income Tax Transmittal for an IRS e-file Return.

opy D
Note: To Attach and Send a PDF file with this return, click on the "E-File" drop down menu, and then select "Attach PDF Files".

Check the applicable box(es) on forms to be attached and mail with form 8453 Transmit
PDF
Print & Mail
with 8453
ion C
Form 2848. Power of Attorney and Declaration of Representative
Form 3468, Historic Structure Certificate
Form 4136, Credit for Federal Tax Paid on Fuels
Form 8283, Noncash Charitable Contributions (Declaration of Appraiser)
Form 1098-C, Contributions of Motor Vehicles, Boats and Airplanes
Form 8332, Release of Claim to Exemption for Child by Custodial Parent or Other Doc
t
Form 8885, Health Coverage Tax Credit
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Form 8949. Sales and Other Disp of Capital Assets.(or a stmt w/the same information)
Form 3115, Change in Accounting Method

These forms are not supported in ProSeries. You may print a completed form to Transmit Print & Mail
mail with your Form 8453, please check the applicable box(es) . PDF with 8453
Form 5713, International Boycott Report N/A
are E

Form 8858, Foreign Disregarded Entities N/A


Form 8864, attach the Certificate for Biodiesel N/A
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Form 1040 Forms W-2 & W-2G Summary 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Form W-2 Employer SP Wages Federal Tax State Wages State Tax
TRINITY MANUFACTURING, X 130,615. 14,328. 130,615. 5,529.
HOME DEPOT USA INC 50,653. 4,711. 50,653. 2,107.

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Totals 181,268. 19,039. 181,268. 7,636.

Form W-2 Summary

Box No. Description Taxpayer Spouse Total

O NO
1 Total wages, tips and compensation:
Non-statutory & statutory wages not on Sch C 50,653. 130,615. 181,268.
Statutory wages reported on Schedule C
Foreign wages included in total wages
Unreported tips 0. 0. 0.
2 Total federal tax withheld 4,711. 14,328. 19,039.
3 & 7 Total social security wages/tips
4
5
6
8
9
Total social security tax withheld
Total Medicare wages and tips
Total Medicare tax withheld
Total allocated tips
Not used
10 a Total dependent care benefits
opy D 58,867.
3,650.
58,867.
854.
130,615.
8,098.
130,615.
1,894.
189,482.
11,748.
189,482.
2,748.
ion C
b Offsite dependent care benefits
c Onsite dependent care benefits
11 Total distributions from nonqualified plans
12 a Total from Box 12 16,497. 8,726. 25,223.
b Elective deferrals to qualified plans 8,214. 8,214.
c Roth contrib. to 401(k), 403(b), 457(b) plans
d Deferrals to government 457 plans
t
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e Deferrals to non-government 457 plans


f Deferrals 409A nonqual deferred comp plan
g Income 409A nonqual deferred comp plan
h Uncollected Medicare tax
i Uncollected social security and RRTA tier 1
j Uncollected RRTA tier 2
k Income from nonstatutory stock options
are E

l Non-taxable combat pay


m QSEHRA benefits
n Total other items from box 12 8,283. 8,726. 17,009.
14 a Total deductible mandatory state tax
b Total deductible charitable contributions
c Total state deductible employee expenses
d Total RR Compensation
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e Total RR Tier 1 tax


f Total RR Tier 2 tax
g Total RR Medicare tax
h Total RR Additional Medicare tax
i Total RRTA tips
j Total other items from box 14
k Total sick leave subject to $511 limit
l Total sick leave subject to $200 limit
m Total emergency family leave wages
16 Total state wages and tips 50,653. 130,615. 181,268.
17 Total state tax withheld 2,107. 5,529. 7,636.
19 Total local tax withheld
Form 1040 Form W-2 Worksheet 2020
G Keep for your records

Name as shown on return Social Security Number


ANGELA R HYNUM 242-37-2029

Employer EIN 94-3092516


Employer Name TRINITY MANUFACTURING,
Name (continued) INC.
Street Address or P. O. Box 11 EV HOGAN DRIVE

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City HAMLET State NC ZIP 28345
Foreign Province/County
Foreign Postal Code

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Foreign Country

X Spouse’s W-2 Do not transfer this W-2 to next year


X Automatically calculate lines 3 through 6 and line 16.
Caution: Box 12 entries for deferred compensation will change lines 3 through 6 automatically.

O NO
1 Wages, tips, other comp 130,615. 2 Federal income tax withheld 14,328.
3 Social security wages 130,615. 4 Social sec tax withheld 8,098.
5 Medicare wages and tips 130,615. 6 Medicare tax withheld 1,894.
7 Social security tips 8 Allocated tips
13 b X Retirement plan
Foreign source income eligible for exclusion on Form 2555
Active duty military pay

Box 12
Code
C
DD
Box 12
Amount
162.
8,564.
opy D
If Box 12 code is:
A: Enter amount attributable to RRTA Tier 2 tax
M: Enter amount attributable to RRTA Tier 2 tax
P: Double-click to link to Form 3903, line 4
R: Enter MSA contribution for Taxpayer
Spouse
ion C
W: Enter HSA contribution for Taxpayer
Spouse
G: Employer is not a state or local government

Box 15 Box 16 Box 17


State Employer’s state I.D. no. State wages, tips, etc. State income tax
NC 077003605 130,615. 5,529.
t
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I confirm that the state withholding identification number(s) are accurate

Box 20 Box 18 Box 19 Associated


are E

Locality name Local wages, tips, etc. Local income tax State
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9 9
10 Dependent care benefits (Check if employer furnished care at work) 10
Dependent care benefits ' Amount forfeited from flexible spending account
11 Distributions from Section 457 and other nonqualified plans (See help,
if EIC, Child Care, Child Tax Credit, or IRAs.) 11

Box 14 ProSeries Identification of Description or Code


Description or Code (Identify this item by selecting the identification from
on Actual Form W-2 Amount the drop down list. If not on the list, select Other).
Form 1040 Form W-2 Worksheet Additional Information 2020
G Keep for your records
ANGELA R HYNUM 242-37-2029 Page 2

Employer Name TRINITY MANUFACTURING,


Part I ' Statutory employees
A Box 13a. Statutory employee
B Deducting expenses in connection with this income
C If deducting expenses, double-click to link to Schedule C C

IL
Part II ' Clergy, church employees, members of recognized religious sects
Clergy only:

T MA
D Enter your designated housing or parsonage allowance D
E Enter the smallest of (a) your designated housing or parsonage allowance,
(b) amount spent on qualifying housing expenses, or (c) fair rental value E
F If no FICA was withheld, check the applicable box below

1 Pay self-employment tax on housing or parsonage allowance only


2 Pay self-employment tax on W-2 income only

O NO
3 Pay self-employment tax on W-2 income and housing allowance
4 Exempt from SE tax and have an approved exemption Form 4361

Non-Clergy:
G If no FICA was withheld, check the applicable box below
1 Pay self-employment tax on this W-2 income
2 Exempt from self-employment tax and have an approved Form 4029

Part III ' Unreported Tip Income


H1
2
3
4
5
6
opy D
Tips $20 or more in a month which were not reported to employer
Tips less than $20 in a month which were not required to be reported
Value of non-cash tips, such as tickets or passes, not reported to employer
Actual amount of allocated tips if different than the amount in box 8
Tips paid out through a tip-sharing arrangement
Employer is a federal, state, or local government and tips are
only subject to Medicare tax
H1
H2
H3
H4
H5
ion C
Part IV ' Substitute Form W-2
I a If substitute Form W-2 needed, double-click to link this W-2 to a Form 4852
b Enter Form 4852, Line 9 information. "How did you determine amounts on line 7 of Form 4852?"
t
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c Form 4852, Line 10 information. "Explain your efforts to obtain Form W-2?"

d QuickZoom to completed Form 4852 for reference


are E

Part V ' Inmate in a Penal Institution


J a Pay from work performed while an inmate in a penal institution

Part VI ' Additional Information for Electronic Filing and Certain States (See Help)
13 c Third-party sick pay
Softw

Non-standard W-2 (handwritten, typewritten, or altered in any way)


Corrected W-2
Income from Paid Family Leave
Control number (optional)

Employee information: Correct to match employee information on W-2


Employee’s SSN. 242-37-2029
First name M.I. Last name Suff.
ANGELA R HYNUM
Address City St ZIP code
10701 SUMMITT TREE COURT CHARLOTTE NC 28277
Foreign Province/County Foreign Postal Code

Foreign Country
Form 1040 Form W-2 Worksheet 2020
G Keep for your records

Name as shown on return Social Security Number


GREG M HYNUM 427-51-4410

Employer EIN 58-1853319


Employer Name HOME DEPOT USA INC
Name (continued)
Street Address or P. O. Box 2455 PACES FERRY TD

IL
City ATLANTA State GA ZIP 30339
Foreign Province/County
Foreign Postal Code

T MA
Foreign Country

Spouse’s W-2 Do not transfer this W-2 to next year


X Automatically calculate lines 3 through 6 and line 16.
Caution: Box 12 entries for deferred compensation will change lines 3 through 6 automatically.

O NO
1 Wages, tips, other comp 50,653. 2 Federal income tax withheld 4,711.
3 Social security wages 58,867. 4 Social sec tax withheld 3,650.
5 Medicare wages and tips 58,867. 6 Medicare tax withheld 854.
7 Social security tips 8 Allocated tips
13 b X Retirement plan
Foreign source income eligible for exclusion on Form 2555
Active duty military pay

Box 12
Code
DD
D
Box 12
Amount
8,283.
8,214.
opy D
If Box 12 code is:
A: Enter amount attributable to RRTA Tier 2 tax
M: Enter amount attributable to RRTA Tier 2 tax
P: Double-click to link to Form 3903, line 4
R: Enter MSA contribution for Taxpayer
Spouse
ion C
W: Enter HSA contribution for Taxpayer
Spouse
G: Employer is not a state or local government

Box 15 Box 16 Box 17


State Employer’s state I.D. no. State wages, tips, etc. State income tax
NC 101033022 50,653. 2,107.
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I confirm that the state withholding identification number(s) are accurate

Box 20 Box 18 Box 19 Associated


are E

Locality name Local wages, tips, etc. Local income tax State
Softw

9 9
10 Dependent care benefits (Check if employer furnished care at work) 10
Dependent care benefits ' Amount forfeited from flexible spending account
11 Distributions from Section 457 and other nonqualified plans (See help,
if EIC, Child Care, Child Tax Credit, or IRAs.) 11

Box 14 ProSeries Identification of Description or Code


Description or Code (Identify this item by selecting the identification from
on Actual Form W-2 Amount the drop down list. If not on the list, select Other).
Form 1040 Form W-2 Worksheet Additional Information 2020
G Keep for your records
GREG M HYNUM 427-51-4410 Page 2

Employer Name HOME DEPOT USA INC


Part I ' Statutory employees
A Box 13a. Statutory employee
B Deducting expenses in connection with this income
C If deducting expenses, double-click to link to Schedule C C

IL
Part II ' Clergy, church employees, members of recognized religious sects
Clergy only:

T MA
D Enter your designated housing or parsonage allowance D
E Enter the smallest of (a) your designated housing or parsonage allowance,
(b) amount spent on qualifying housing expenses, or (c) fair rental value E
F If no FICA was withheld, check the applicable box below

1 Pay self-employment tax on housing or parsonage allowance only


2 Pay self-employment tax on W-2 income only

O NO
3 Pay self-employment tax on W-2 income and housing allowance
4 Exempt from SE tax and have an approved exemption Form 4361

Non-Clergy:
G If no FICA was withheld, check the applicable box below
1 Pay self-employment tax on this W-2 income
2 Exempt from self-employment tax and have an approved Form 4029

Part III ' Unreported Tip Income


H1
2
3
4
5
6
opy D
Tips $20 or more in a month which were not reported to employer
Tips less than $20 in a month which were not required to be reported
Value of non-cash tips, such as tickets or passes, not reported to employer
Actual amount of allocated tips if different than the amount in box 8
Tips paid out through a tip-sharing arrangement
Employer is a federal, state, or local government and tips are
only subject to Medicare tax
H1
H2
H3
H4
H5
ion C
Part IV ' Substitute Form W-2
I a If substitute Form W-2 needed, double-click to link this W-2 to a Form 4852
b Enter Form 4852, Line 9 information. "How did you determine amounts on line 7 of Form 4852?"
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c Form 4852, Line 10 information. "Explain your efforts to obtain Form W-2?"

d QuickZoom to completed Form 4852 for reference


are E

Part V ' Inmate in a Penal Institution


J a Pay from work performed while an inmate in a penal institution

Part VI ' Additional Information for Electronic Filing and Certain States (See Help)
13 c Third-party sick pay
Softw

Non-standard W-2 (handwritten, typewritten, or altered in any way)


Corrected W-2
Income from Paid Family Leave
Control number (optional)

Employee information: Correct to match employee information on W-2


Employee’s SSN. 427-51-4410
First name M.I. Last name Suff.
GREG M HYNUM
Address City St ZIP code
10701 SUMMITT TREE COURT CHARLOTTE NC 28277
Foreign Province/County Foreign Postal Code

Foreign Country
Form 1099-R Summary 2020
G Keep for your records
Name(s) Shown on Return Social Security No.
GREG M & ANGELA R HYNUM 427-51-4410
Payer SP Gross Taxable Federal Tax State Tax IRA
AMERIPRISE TRUST COMPANY 2,000. 0.
GREAT WEST TRUST COMPANY LLC X 100,000. 100,000. 20,000. 4,000.

IL
Traditional IRA Distributions Taxpayer Spouse

T MA
Gross 1 Total gross distributions from box 1 of Form 1099-R
a Less: Amounts rolled over
b Less: Inherited and treat as own
c Less: Other inherited IRA amount
d Less: Return of contributions
e Less: Qualified charitable distributions

O NO
f Less: HSA funding distributions
2 Balance of gross traditional IRA distributions
a Gross distribution transferred to Form 8915E, 3(a)
b Gross distribution transferred to Form 8915E, 3(a)
c Gross distribution transferred to Form 8915D, 3(a)
d Gross distribution transferred to Form 8915C, 3(a)
e Qualified disaster distributions
f Less: Amount rolled over

3
4
5
g
h
i
j
k
opy D
Gross distribution transferred to Form 8915E, 3(b)
Gross distribution transferred to Form 8915E, 3(b)
Gross distribution transferred to Form 8915D, 3(b)
Gross distribution transferred to Form 8915C, 3(b)
Less: Amount rolled over
Amount of line 2 converted to a Roth IRA
Net amount of line 2 converted to a Roth IRA
Amount of line 2 not converted to a Roth IRA
ion C
Taxable 6 Earnings on return of contributions
7 Taxable amount of inherited IRAs on line 1c
8 Taxable amount not converted to Roth IRA
9 Taxable amount of Roth IRA conversions
10 Taxable amount included on Form 1040, line 4b
11 If checked, taxable amount calculated on Form 8606
t
Roth IRA Distributions
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Gross 12 Total gross distributions from box 1 of Form 1099-R 2,000.


a Less: Rollover to another Roth IRA
b Less: Inherited and treat as own
c Less: Other inherited Roth IRA amount
d Less: Return of contributions
e Qualified disaster distribution
are E

13 Roth IRA distributions subject to distribution rules 2,000.


Qualified 14 Total gross qualified distributions 2,000.
a Less: Rollover to another Roth IRA
b Less: Inherited and treat as own
c Less: Other inherited Roth IRA amount
15 Qualified distributions subject to distribution rules 2,000.
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Taxable 16 Net nonqualified distributions for Form 8606


17 Earnings on return of contributions
18 Taxable amount of inherited Roth IRAs on line 12c
19 Taxable earnings on nonqualified distributions
20 Taxable amount included on Form 1040, line 4b

IRA Qualified Disaster Distributions From Forms 8915-B, C, D, E


Taxable 20 a Qualified distributions on Form 1040, line 4b

Recharacterizations (See Help)


Gross 21 a 2020 form code N (included on Form 1040, line 4a)
b 2021 form code R (not included on 1040, line 4a)
Forms 1099-R Summary 2020 Page 2
GREG M & ANGELA R HYNUM 427-51-4410
Pensions and Annuities Taxpayer Spouse

Gross 22 Total gross distributions from box 1 of Form 1099-R 100,000.


a Less: Lump sum transferred to Form 4972
b Less: Amount not reported on Form 1040, line 4c
c Designated Roth distribution allocated to an IRR
23 Amount of line 22 converted to a Roth IRA
24 Distributions from Canada RRP Wks, line 7a
25 Gross distribution transferred to Form 1040, line 4c 100,000.
a Less: Amount rolled over
b Amount attributable to an in-plan Roth rollover

IL
c Gross distribution transferred to Form 8915E, 1(a)
d Gross distribution transferred to Form 8915E, 1(a) 100,000.

T MA
e Gross distribution transferred to Form 8915D, 1(a)
f Gross distribution transferred to Form 8915C, 2(a)
g Qualified disaster distribution 100,000.
h Less: Amount rolled over
i Gross distribution transferred to Form 8915E, 1(b)
j Gross distribution transferred to Form 8915E, 1(b) 100,000.
k Gross distribution transferred to Form 8915D, 1(b)
l Gross distribution transferred to Form 8915C, 2(b)

O NO
Taxable 26 Taxable amount in box 2a, Form 1099-R 100,000.
a Taxable amount rolled over
b Non-taxable amount rolled over
c Designated Roth contribution basis rolled to Roth IRA
d Insurance premiums for retired public safety officers
e Qualified disaster amount to Form 8915C, D, E 100,000.
27
28

29
30
a
b
c

a
b
opy D
Lump sum amount transferred to Form 4972
Amount transferred to Form 1040, line 1
Disability before minimum retirement age
Return of contributions
Insurance premiums for retired public safety officers
Nontaxable amount from Simplified Method
Capital gains from charitable gift annuities
Capital gain subject to the 28% rate
Unrecaptured section 1250 gain
ion C
31 Taxable amount of Roth IRA conversions
a Taxable amount of in-plan Roth rollovers
32 a Taxable amount of distributions 0.
b Taxable distributions from Canada RRP Wks, line 7b
c Taxable disaster distributions from Form 8915C, D, E 100,000.
d Taxable amount transferred to Form 1040, line 4d 100,000.
t
Section 1035 Tax-free Exchange
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Pensions 33 Total gross distributions from box 1 of Form 1099-R


IRAs 34 Total gross distributions from box 1 of Form 1099-R

Distributions on 2020 1099-Rs Not Reported on the 2020 Return


Code P 35 Distribution reported on 2019 tax return
are E

Code R 36 Recharacterizations of prior year contributions or


conversions. Need not be reported on tax return.

Tax Withholding
Box 4 37 Total federal tax withheld 20,000.
Box 14 38 Total state tax withheld 4,000.
Box 17 39 Total local tax withheld
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Nontaxable Distributions for Sales Tax Deduction


40 Nontaxable IRA distributions 2,000.
41 Nontaxable pension distributions 0.
Health Insurance Premiums
42 Health insurance deductible on Schedule A

Taxable Distributions included in Net Investment Income


43 Annuity payments and other distributions that
may be subject to the net investment income tax
Form 1040 Form 1099-R Worksheet 2020
G Keep for your records
Name Social Security Number
GREG M HYNUM 427-51-4410

Check Applicable Box: 1099-R X CSA-1099-R CSF-1099-R RRB-1099-R

Payer Federal ID 51-6041053 Corrected


Payer Name AMERIPRISE TRUST COMPANY
Name (cont.) Non standard
Street Address or P. O. Box 10 AMERIPRISE FINANCIAL CENTER
City MINNEAPOLIS State MN ZIP 55474-9900

IL
Foreign:
Province/County Postal Code
Country Phone no.

T MA
If Spouse's 1099-R, check this box Do not transfer this 1099-R to next year
This section is for RRB-1099-R use only

O NO
1 Gross distribution 2,000. 2a Taxable amount (See Help) 0.
2b Taxable amount not determined A X Total distribution A
3 Capital gain 4 Federal tax withheld
5 Contributns/Desig Roth/Insur 6 Net unrealized appreciation
7 Distribution code(s) T A IRA/SEP/SIMPLE A Roth IRA A X
14 -1 State tax withheld 15 -1 State NC Payer’s state No. 600980363
16 -1 State distribution State use code (See Help)

17 -1 Local tax withheld


19 -1 Local distribution
Date of payment opy D
A I confirm that the state withholding identification number(s) are accurate
18 -1 Name of locality

A Check if NOT from a qualified retirement plan or IRA (see Help)


A If box 7 code is J or T, check if a qualified Roth IRA distribution (see Help)
A If box 7 code is J, enter amount used for first time home purchase
ion C
A Rollovers Enter rollovers, conversions and recharacterizations on lines B and C on page 2.
A Inherited IRA If this distribution is from an inherited IRA, indicate the distribution is from the IRA of
A Treat as recipient’s own (this is treated as a rollover)
A Recipient, but was originally inherited from a spouse (treated as recipient’s IRA)
A Spouse and not treat as recipient’s own (taxable amount must be in box 2a)
A Someone other than a spouse (taxable amount must be in box 2a)
t
A Insurance A Amount of insurance premiums deductible on Schedule A
A Amount of health savings account (HSA) funding distributions
valua

A Amount of qualified insurance premiums paid subtracted from


an eligible retired public safety officer’s distribution
A Qualified Charitable Distribution Enter IRA distributions made directly by the trustee
to a qualified charitable organization

A RMD If this is a Required Minimum Distribution (RMD) (See Help),


Entire gross is RMD or the amount of gross distbn that is RMD
are E

8 Other %
9a Percentage of total distribution 9b Total employee contributions
10 Amount allocable to IRR within 5 years
11 1st year of desig. Roth contrib.
Account number
FATCA filing requirement
14 -2 State tax withheld 15 -2 State Payer’s state No.
Softw

16 -2 State distribution State use code (See Help)


17 -2 Local tax withheld 18 -2 Name of locality
19 -2 Local distribution

Recipient information: Correct to match recipient information on Form 1099-R


Recipient’s name Recipient’s federal ID.
GREG M HYNUM 427-51-4410
Address City St ZIP code
10701 SUMMITT TREE COURT CHARLOTTE NC 28277
Foreign:
Province/County Postal Code
Foreign Country
Form 1040 Form 1099-R Worksheet 2020
G Keep for your records
Name Social Security Number
ANGELA R HYNUM 242-37-2029

Check Applicable Box: 1099-R X CSA-1099-R CSF-1099-R RRB-1099-R

Payer Federal ID 84-1455663 Corrected


Payer Name GREAT WEST TRUST COMPANY LLC
Name (cont.) Non standard
Street Address or P. O. Box PO BOX 173764 D999
City DENVER State CO ZIP 80217-3764

IL
Foreign:
Province/County Postal Code
Country Phone no.

T MA
If Spouse's 1099-R, check this box X Do not transfer this 1099-R to next year
This section is for RRB-1099-R use only

O NO
1 Gross distribution 100,000. 2a Taxable amount (See Help) 100,000.
2b Taxable amount not determined A Total distribution A
3 Capital gain 4 Federal tax withheld 20,000.
5 Contributns/Desig Roth/Insur 6 Net unrealized appreciation
7 Distribution code(s) 2 A IRA/SEP/SIMPLE A Roth IRA A
14 -1 State tax withheld 4,000. 15 -1 State NC Payer’s state No. 600238817
16 -1 State distribution 100,000. State use code (See Help)

17 -1 Local tax withheld


19 -1 Local distribution
Date of payment opy D
A I confirm that the state withholding identification number(s) are accurate
18 -1 Name of locality

A Check if NOT from a qualified retirement plan or IRA (see Help)


A If box 7 code is J or T, check if a qualified Roth IRA distribution (see Help)
A If box 7 code is J, enter amount used for first time home purchase
ion C
A Rollovers Enter rollovers, conversions and recharacterizations on lines B and C on page 2.
A Inherited IRA If this distribution is from an inherited IRA, indicate the distribution is from the IRA of
A Treat as recipient’s own (this is treated as a rollover)
A Recipient, but was originally inherited from a spouse (treated as recipient’s IRA)
A Spouse and not treat as recipient’s own (taxable amount must be in box 2a)
A Someone other than a spouse (taxable amount must be in box 2a)
t
A Insurance A Amount of insurance premiums deductible on Schedule A
A Amount of health savings account (HSA) funding distributions
valua

A Amount of qualified insurance premiums paid subtracted from


an eligible retired public safety officer’s distribution
A Qualified Charitable Distribution Enter IRA distributions made directly by the trustee
to a qualified charitable organization

A RMD If this is a Required Minimum Distribution (RMD) (See Help),


Entire gross is RMD or the amount of gross distbn that is RMD
are E

8 Other %
9a Percentage of total distribution 9b Total employee contributions
10 Amount allocable to IRR within 5 years
11 1st year of desig. Roth contrib.
Account number
FATCA filing requirement
14 -2 State tax withheld 15 -2 State Payer’s state No.
Softw

16 -2 State distribution State use code (See Help)


17 -2 Local tax withheld 18 -2 Name of locality
19 -2 Local distribution

Recipient information: Correct to match recipient information on Form 1099-R


Recipient’s name Recipient’s federal ID.
ANGELA R HYNUM 242-37-2029
Address City St ZIP code
10701 SUMMITT TREE COURT CHARLOTTE NC 28277
Foreign:
Province/County Postal Code
Foreign Country
Qualified Business Income Component Worksheet 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Aggregate trade or business name GREG M HYNUM


Aggregate trade or business ID number (EIN)
Social Security Number of owner if no EIN available 427-51-4410
Reason for no EIN or SSN if none available

IL
For multiple businesses being aggregated under Regulations section 1.199A-4, complete the
explanation statements below.

T MA
Provide a description of the trade or business and an explanation of the factors met that allow the
aggregation in accordance with Regulations section 1.199A-4.

Has this trade or business aggregation changed from the prior year? This includes changes due to a
a trade or business being formed, acquired, disposed, or ceasing operations. If yes, explain.

O NO
Business name Tax ID QBI W2 wages UBIA
GREG M HYNUM 0. 0. 962.

2
3
4
5
Qualified business income (QBI)

Taxable Income opy D


If using Simplified Worksheet, stop here.

Threshold Amount. $326,600 if MFJ, otherwise $163,300


Subtract line 3 from line 2. If less than 0, enter 0.
Phase-in range amount. Enter $100,000 if filing joint, otherwise $50,000
0.
ion C
6 Reduction ratio. If line 4 is less than line 5, divide line 4 by line 5.
Otherwise, enter 1.
7 Applicable percentage. Subtract the reduction ratio (line 6) from 1.0000
8 Wages allocable to qualified business income
9 Unadjusted Basis Immediately after Acquisition of Assets (UBIA) allocable
to qualified business income
Reductions for Specified Service Trades or Businesses
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Check if Specified Service Trade or Business (SSTB)


11 SSTB reduction to QBI
12 SSTB reduction to allocable wages
13 SSTB reduction to allocable UBIA
QBI, wages, and UBIA after applicable SSTB reductions
14 Qualified business income
15 Allocable wages
are E

16 Allocable UBIA
Tentative QBI component
17 Adjustments for QBI losses
18 Loss-adjusted QBI (line 14 plus line 17)
19 Tentative QBI component before limitations (20% of line 18)
Wages and assets limits
20 50% of W2 wages
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21 25% of W2 wages
22 2.5% of UBIA
23 Sum of 25% of W2 wages and 2.5% of UBIA
24 Wage and Asset Limit. Larger of line 20 or line 23
25 Subtract wage/asset limit (line 24) from tentative QBI component (line 19)
(But not less than 0)
26 Reduction Amount. Multiply line 6 by line 25
27 Subtract the Reduction Amount (line 26) from Tent. QBI Ded’n (line 19)
28 Qualified payments from agricultural or horticultural coop
29 Wages allocable to qualified payments from coop
30 Patron reduction (lesser of 9% of line 28 or 50% of line 29)
Qualified business income component amount
31 Subtract line 30 from line 27
Qualified Business Income Component Worksheet 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Aggregate trade or business name ANGEL ZEN, LLC


Aggregate trade or business ID number (EIN) 82-4129994
Social Security Number of owner if no EIN available
Reason for no EIN or SSN if none available

IL
For multiple businesses being aggregated under Regulations section 1.199A-4, complete the
explanation statements below.

T MA
Provide a description of the trade or business and an explanation of the factors met that allow the
aggregation in accordance with Regulations section 1.199A-4.

Has this trade or business aggregation changed from the prior year? This includes changes due to a
a trade or business being formed, acquired, disposed, or ceasing operations. If yes, explain.

O NO
Business name Tax ID QBI W2 wages UBIA
ANGEL ZEN, LLC 82-4129994 -5,782. 0. 2,108.

2
3
4
5
Qualified business income (QBI)

Taxable Income opy D


If using Simplified Worksheet, stop here.

Threshold Amount. $326,600 if MFJ, otherwise $163,300


Subtract line 3 from line 2. If less than 0, enter 0.
Phase-in range amount. Enter $100,000 if filing joint, otherwise $50,000
-5,782.
ion C
6 Reduction ratio. If line 4 is less than line 5, divide line 4 by line 5.
Otherwise, enter 1.
7 Applicable percentage. Subtract the reduction ratio (line 6) from 1.0000
8 Wages allocable to qualified business income
9 Unadjusted Basis Immediately after Acquisition of Assets (UBIA) allocable
to qualified business income
Reductions for Specified Service Trades or Businesses
t
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Check if Specified Service Trade or Business (SSTB)


11 SSTB reduction to QBI
12 SSTB reduction to allocable wages
13 SSTB reduction to allocable UBIA
QBI, wages, and UBIA after applicable SSTB reductions
14 Qualified business income
15 Allocable wages
are E

16 Allocable UBIA
Tentative QBI component
17 Adjustments for QBI losses
18 Loss-adjusted QBI (line 14 plus line 17)
19 Tentative QBI component before limitations (20% of line 18)
Wages and assets limits
20 50% of W2 wages
Softw

21 25% of W2 wages
22 2.5% of UBIA
23 Sum of 25% of W2 wages and 2.5% of UBIA
24 Wage and Asset Limit. Larger of line 20 or line 23
25 Subtract wage/asset limit (line 24) from tentative QBI component (line 19)
(But not less than 0)
26 Reduction Amount. Multiply line 6 by line 25
27 Subtract the Reduction Amount (line 26) from Tent. QBI Ded’n (line 19)
28 Qualified payments from agricultural or horticultural coop
29 Wages allocable to qualified payments from coop
30 Patron reduction (lesser of 9% of line 28 or 50% of line 29)
Qualified business income component amount
31 Subtract line 30 from line 27
Qualified Business Income Deduction Summary 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

QuickZoom to QBI Component Worksheet


QuickZoom to Form 8995
QuickZoom to Form 8995-A

IL
1 Trade or business name Net QBI

T MA
GREG M HYNUM 0.
ANGEL ZEN, LLC -5,782.

2 Net qualified business income (QBI) from qualified trades or businesses -5,782.
3 Loss from previous year -26,301.
4 Sum of activities with gains (only positive amounts from table on line 1)

O NO
5 Sum of activities with losses (only negative amounts from table on line 1) -32,083.

6 Check if using Simplified Computation (Form 8995) X

7 QBI component from Form 8995 line 5 or Form 8995A line 16 0.


8 QBI loss carryover from Form 8895 line 16 or Form 8995A Schedule C line 6 -32,083.

9
10
11
12
13
Total REIT dividends
PTP Income from non-SSTBs
PTP Income from SSTBs
Allowed PTP Income from SSTBs
opy D
Total Allowed PTP income (sum of line 10 and line 12)
ion C
14 Carryover REIT/PTP losses from prior year
15 Total REIT/PTP income
16 20% of total REIT/PTP income
17 Disallowed REIT/PTP loss 0.

18 Combined QBI Amount (QBI component plus 20% of REIT/PTP income) 0.


t
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19 Taxable income before qualified business income deduction 245,290.


20 Net capital gains 0.
21 Taxable income minus net capital gains. If zero or less, enter -0- 245,290.
22 20% of taxable income minus net capital gains 49,058.

23 QBI deduction before DPAD 0.


are E

Lesser of Combined QBI Amount or 20% of taxable income minus cap gains

24 Section 199A(g) deduction for domestic production activities

25 Total 199A (QBI) deduction (sum of lines 23 and 24) 0.


Softw
Tax Payments Worksheet 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Estimated Tax Payments for 2020 (If more than 4 payments for any state or locality, see Tax Help)

Federal State Local

Date Amount Date Amount ID Date Amount ID

IL
T MA
1 07/15/20 07/15/20 07/15/20

2 07/15/20 07/15/20 07/15/20

3 09/15/20 09/15/20 09/15/20

O NO
4 01/15/21 01/15/21 01/15/21

Tot Estimated
Payments

Tax Payments Other Than Withholding


(If multiple states, see Tax Help)
opy D Federal State ID Local ID
ion C
6 Overpayments applied to 2020
7 Credited by estates and trusts
8 Totals Lines 1 through 7
9 2020 extensions

Taxes Withheld From: Federal State Local


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10 Forms W-2 19,039. 7,636.


11 Forms W-2G
12 Forms 1099-R 20,000. 4,000.
13 Forms 1099-MISC, 1099-NEC, 1099-K, 1099-G
14 Schedules K-1
15 Forms 1099-INT, DIV and OID
are E

16 Social Security and Railroad Benefits


17 Form 1099-B St Loc
18 a Other withholding St Loc
b Other withholding St Loc
c Other withholding St Loc
d Additional Medicare Tax
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19 Total Withholding Lines 10 through 18d


39,039. 11,636.
20 Total Tax Payments for 2020 39,039. 11,636.

Prior Year Taxes Paid In 2020 State ID Local ID


(If multiple states or localities, see Tax Help)

21 Tax paid with 2019 extensions


22 2019 estimated tax paid after 12/31/2019
23 Balance due paid with 2019 return
24 Other (amended returns, installment payments, etc)
Schedule A Noncash Contributions Worksheet 2020
Line 17 G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Part I Name of Charity and Donation Value

1 Name of charity GOODWILL

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2 Value of contribution 3,456.

T MA
Part II Type of Donated Property

3 Check one:
Tangible personal property Intangible property
a X Household items & clothing i Stock, Publicly traded
b Motor vehicle, boat, or airplane j Stock, Other than publicly traded

O NO
c Art, Other than self-created k Securities, Other than stock
d Art, Self-created l Intellectual property
e Collectibles m Other
f Business equipment Real property
g Business inventory n Real property, Conservation property
h Other o Real property, Other than conservation

Part III Additional Information

b Charity City or Town CHARLOTTE


opy D
If total noncash contributions are more than $500, complete Part III

4 a Street address of charity WILKINSON BLVD


State NC ZIP 28277
ion C
5 Unique description of donated property CLOTHING, DECORATIONS, BLANKETS, ET
C

6 Date of donation (mm/dd/yyyy or Various) 02/10/2020


7 Method used to determine the fair market value Thrift shop value
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Part IV Acquisition Information
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If the value of this contribution is more than $500, complete Part IV


Only enter ’various’ for date acquired, if the property was held more than one year.

8 Date the donated property was acquired (mm/dd/yyyy) Various


9 How the donated property was acquired Purchase
10 Cost or adjusted basis in the donated property 6,835.
are E

11 If business equipment, enter accumulated depreciation

Part V Deduction

12 Amount claimed as a deduction 3,456.


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A GREG M & ANGELA R HYNUM 427-51-4410 Page 2

Part VI Type of Charitable Organization

13 Check one: X (a) 50% charity (b) Other than 50% charity

Part VII Charity’s Use of Certain Appreciated Property


Complete when value is greater than cost.

14 Is the charity’s use of property related to its exempt purpose? Yes X No


Check ’No’ if the charity sold the donated property.

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Part VIII Motor vehicle, boat, airplanes

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15 a Was a Form 1098-C received? Yes No
b If no, did you receive other written acknowledgment? Yes No
c Vehicle Identification Number
QuickZoom here to enter donated vehicle information

Part IX Additional Information for Contributions of Property More than $5,000

O NO
Complete Part IX for a contribution of property that has a value of more than $5,000.
Generally, you must have a written appraisal for these contributions.

16 Was an appraisal required for this property? Yes No


17 Appraiser Information:
a Date of Appraisal
b Appraiser Title

18
c
d
Appraiser Identifying Number

e Appraiser City or Town

a
Charity Information:
Charity Date of Receipt of Gift
opy D
Appraiser Business Address (including room or suite number)

State ZIP Code


ion C
b Charity Representative Title
c Charity Identifying Number
d Charity Street Address (including room or suite number)
WILKINSON BLVD
e Charity City or Town State ZIP Code
CHARLOTTE NC 28277
19 Other Information:
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a If a group of items were donated, describe any items


which were appraised at $500 or less
b For tangible property, give a brief summary of its overall physical
condition on the date it was donated
c For stock and securities (checkboxes 3i-3j), enter average trading price
d For bargain sales, enter the amount received
are E

Part X Partial Interest Donations


If entire interest in the property was not donated, complete Part X.
Complete Part X for a contribution of property that has a value of $5,000 or less and for
publicly traded stock donations.

20 Was the entire interest donated for this property? X Yes No


If no, complete line 21
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21 Partial interest donation information:


a Amount claimed as a deduction on 2020 tax return
b Deduction claimed for this property on prior years’ tax returns
c Location of tangible property donated
d Name of the person, other than the charity on line 1, who has
possession of the donated property
Complete lines 21e through 21g only if different from the charity on line 1:
e If a partial interest in this property was donated to a different charity
in a prior year, enter the name of the charity
f Street address of prior charity
g City of prior charity State ZIP Code
GREG M & ANGELA R HYNUM 427-51-4410 Page 3

Part XI Restricted Use Property


If restrictions were attached to the charity’s right to use or dispose of the property, then
complete Part XI.

22 Were restrictions attached to the charity’s right


to use or dispose of this property? Yes X No
If yes, complete line 23.

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23 Restriction information:
a Describe the restriction:

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b Did you give to anyone other than the charity on line 1 the right to income
from the donated property or to possession of the donated property? Yes No
c If you checked Yes on line 23b, describe the right to income:

O NO
d Were restrictions attached limiting the donated property to a specific use? Yes No
e If you checked Yes on line 23d, describe the use limitation:

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Charitable Contributions Summary 2020
G Keep for your records
Name(s) Shown on Return Social Security Number
GREG M & ANGELA R HYNUM 427-51-4410
Part I Cash Contributions Summary
(a) (b) (c) (d)
Name of Charitable Organization Total 60% 30% 100%
Limit Limit Limit

IL
NORTH AMERICAN MISSION BOARD 1,800. 1,800.

T MA
O NO
Totals: 1,800. 1,800.
Part II Non-Cash Contributions Summary
Total Other Property Capital Gain Property

Name of Charitable Organization

GOODWILL opy D
(a)
Total

3,456.
(b)
50%
Limit

3,456.
(c)
30%
Limit
(d)
30%
Limit
(e)
20%
Limit
ion C
Totals: 3,456. 3,456.
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Part III Contribution Carryovers to 2021


Total Cash and Other Capital Gain
Non-Capital Gain Property Property

(a) (b) (c) (d) (e) (f) (g)


Total 100% 60% 50% 30% 30% 20%
are E

Limit Limit Limit Limit Limit Limit

1 2020 contributions 5,256. 1,800. 3,456.


2 2020 contributions
allowed 5,256. 1,800. 3,456.
3 Carryovers from:
a 2019 tax year N/A
b 2018 tax year N/A
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c 2017 tax year N/A


d 2016 tax year N/A
e 2015 tax year N/A
4 Carryovers
allowed in 2020 N/A
5 Carryovers
disallowed in 2020 N/A
6 Carryovers to 2021:
a From 2020 0. 0. 0.
b From 2019 N/A
c From 2018 N/A
d From 2017 N/A
e From 2016 N/A
f From 2015 N/A
Earned Income Worksheet 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Part I ' Earned Income Credit Worksheet Computation

Taxpayer Spouse Total


1 If filing Schedule SE:

IL
a Net self-employment income 0. -5,782. -5,782.
b Optional Method and Church Employee income

T MA
c Add lines 1a and 1b 0. -5,782. -5,782.
d One-half of self-employment tax
e Subtract line 1d from line 1c 0. -5,782. -5,782.
2 If not required to file Schedule SE:
a Net farm profit or (loss)
b Net nonfarm profit or (loss)

O NO
c Add lines 2a and 2b
3 If filing Schedule C as a statutory employee,
enter the amount from line 1 of that
Schedule C
4 Add lines 1e, 2c and 3. To EIC Wks, line 5 0. -5,782. -5,782.

5
6

7a
b
opy D
Part II ' Form 2441 and Standard Deduction Worksheet Computations

Net self-employment earnings (line 4 above)


Wages, salaries, and tips less distributions
from nonqualified or section 457 plans, etc
Taxable employer-provided adoption benefits
Foreign earned income exclusion
50,653.
0. -5,782.

130,615.
-5,782.

181,268.
ion C
8 Add lines 5 through 7b. To Form 2441, lines 18
and 19 50,653. 124,833. 175,486.
9a Taxable dependent care benefits
b Nontaxable combat pay
10 Add lines 8, 9a & 9b . To Form 2441, lines
4 and 5 50,653. 124,833. 175,486.
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11 Scholarship or fellowship income not on W-2
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12 SE exempt earnings less nontaxable income


13 Distributions from nonqualified/Sec. 457 plans
14 Add lines 5, 6, 7a, 9a and 11 through 13.
To Standard Deduction Worksheet 50,653. 124,833. 175,486.

Part III ' IRA Deduction Worksheet Computation


are E

15 Net self-employment income or (loss) 0. -5,782. -5,782.


16 Wages, salaries, tips, etc 50,653. 130,615. 181,268.
17 Net self-employment loss 5,782. 5,782.
18 Alimony received
19 Nontaxable combat pay
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20 Foreign earned income exclusion


21 Keogh, SEP or SIMPLE deduction
22 Combine lines 15 through 21. To IRA Wks, ln 2 50,653. 130,615. 181,268.

Part IV ' Schedule 8812 and Child Tax Credit Line 14 Worksheet Computations

23 Self-employed, church and statutory employees 0. -5,782. -5,782.


24 Wages, salaries, tips, etc 50,653. 130,615. 181,268.
25 Nontaxable combat pay
26 Combine lines 23 through 25. To Schedule
8812, line 6a & Line 14 Wks, line 2 50,653. 124,833. 175,486.
Schedule SE Adjustments Worksheet 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

(a) Taxpayer (b) Spouse

QuickZoom to the Long Schedule SE X X

IL
A Approved Form 4029. Exempt from SE tax on all income

T MA
B Chapter 11 bankruptcy net profit or loss for Schedule SE, line 3
C QuickZoom to the Explanation statement for any adjustment to
SE income/loss shown on a partnership K-1. (See Help)

Part I Farm Profit or (Loss) Schedule SE, line 1


1 Total Schedules F

O NO
2 Farm partnerships, Schedules K-1
3 Other SE farm profit or (loss) (See Help)
4 Less SE exempt farm profit or (loss) (See Help)
5 Total for Schedule SE, line 1
6 Conservation Reserve Program payments not subject to self-
employment tax reported on:

1a
a Schedule F, line 4b

opy D
b Schedule K-1 (Form 1065), box 20, code AH
c Total CRP payments not subject to SE tax

Part II Nonfarm Profit or (Loss) Schedule SE, line 2


Total Schedules C 0. -5,782.
ion C
b Less SE exempt Schedules C (approved Form 4361)
2 Nonfarm partnerships, Schedules K-1
3 Forms 6781
4 Other SE income reported as income on Form 1040, line 7
5a Clergy Form W-2 wages
b Clergy housing allowance
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c Less clergy business deductions
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d QuickZoom to the Explanation statement for entry on line 5c


6 Other SE nonfarm profit or (loss) (See Help)
7 Less other SE exempt nonfarm profit or (loss) (See Help)
8 Total for Schedule SE, line 2 0. -5,782.
9 Exempt Notary Public income for Schedule SE, line 3 (See Help)
are E

Part III Farm Optional Method Schedule SE, page 2, Part II


1 Use Farm Optional Method
2 Gross farm income from Schedules F
3 Gross farming or fishing income from partnership Schedules K-1
4 Other gross farming or fishing self-employment income
5 Total gross income for Farm Optional Method
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Part IV Nonfarm Optional Method Schedule SE, page 2, Part II


1 Use Nonfarm Optional Method (Must have had net SE earnings
of $400 or more in 2 of prior 3 years and used the
Nonfarm Optional Method less than 5 times)
2 Gross nonfarm income from Schedules C
3 Gross nonfarm income from partnership Schedules K-1
4 Other gross nonfarm self-employment income
5 Total gross income for Nonfarm Optional Method
Federal Carryover Worksheet 2020
G Keep for your records

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

2019 State and Local Income Tax Information

(a) (b) (c) (d) (e) (f) (g)


State or Paid With Estimates Pd Total With- Paid With Total Over- Applied

IL
Local ID Extension After 12/31 held/Pmts Return payment Amount

T MA
Totals

O NO
2019 State Extension Information 2019 Locality Extension Information

(a) (b) (a) (b)


State Paid With Extension Locality Paid With Extension

2019 State Estimates Information

(a)
State
(c)
opy D
Estimates Paid After 12/31
2019 Locality Estimates Information

(a)
Locality
(c)
Estimates Paid After 12/31
ion C
2019 State Taxes Due Information 2019 Locality Taxes Due Information
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(a) (e) (a) (e)
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State Paid With Return Locality Paid With Return

2019 State Refund Applied Information 2019 Locality Refund Applied Information
are E

(a) (g) (a) (g)


State Applied Amount Locality Applied Amount
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2019 State Tax Refund Information 2019 Locality Tax Refund Information

(a) (d) (f) (a) (d) (f)


Total Total Total Total
State Withheld/Pmts Overpayment Locality Withheld/Pmts Overpayment
Federal Carryover Worksheet page 2 2020

GREG M & ANGELA R HYNUM 427-51-4410

Other Tax and Income Information 2019 2020

1 Filing status 1 2 MFJ 2 MFJ


2 Number of exemptions for blind or over 65 (0 - 4) 2
3 Itemized deductions 3 0. 30,196.

IL
4 Check box if required to itemize deductions 4
5 Adjusted gross income 5 -18,550. 275,486.

T MA
6 Tax liability for Form 2210 or Form 2210-F 6 0. 47,029.
7 Alternative minimum tax 7 0.
8 Federal overpayment applied to next year estimated tax 8

QuickZoom to the IRA Information Worksheet for IRA information

O NO
Excess Contributions 2019 2020

9a Taxpayer’s excess Archer MSA contributions as of 12/31 9a


b Spouse’s excess Archer MSA contributions as of 12/31 b
10 a Taxpayer’s excess Coverdell ESA contributions as of 12/31 10 a
b Spouse’s excess Coverdell ESA contributions as of 12/31 b
11 a
b

opy D
Taxpayer’s excess HSA contributions as of 12/31
Spouse’s excess HSA contributions as of 12/31

Loss and Expense Carryovers


Note: Enter all entries as a positive amount
11 a
b

2019 2020
ion C
12 a Short-term capital loss 12 a
b AMT Short-term capital loss b
13 a Long-term capital loss 13 a
b AMT Long-term capital loss b
14 a Net operating loss available to carry forward 14 a
b AMT Net operating loss available to carry forward b
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15 a Investment interest expense disallowed 15 a
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b AMT Investment interest expense disallowed b


16 Nonrecaptured net Section 1231 losses from: a 2020 16 a
b 2019 b
c 2018 c
d 2017 d
e 2016 e
are E

f 2015 f
17 AMT Nonrecap’d net Sec 1231 losses from: a 2020 17 a
b 2019 b
c 2018 c
d 2017 d
e 2016 e
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f 2015 f
Federal Carryover Worksheet page 3 2020
GREG M & ANGELA R HYNUM 427-51-4410

Credit Carryovers 2019 2020

18 General business credit 18


19 Adoption credit from: a 2020 19 a
b 2019 b
c 2018 c
d 2017 d

IL
e 2016 e
f 2015 f

T MA
20 Mortgage interest credit from: a 2020 20 a
b 2019 b
c 2018 c
d 2017 d
21 Credit for prior year minimum tax 21
22 District of Columbia first-time homebuyer credit 22

O NO
23 Residential energy efficient property credit 23

Other Carryovers 2019 2020

24 Section 179 expense deduction disallowed 24


25 Excess a Taxpayer (Form 2555, line 46) 25 a
foreign
housing
deduction:
opy D
b Taxpayer (Form 2555, line 48)
c Spouse (Form 2555, line 46)
d Spouse (Form 2555, line 48)

Charitable Contribution Carryovers


b
c
d
ion C
26 2019 Carryover of Other Property Capital Gain Cash
charitable
contributions from: (a) 50% (b) 30% (c) 30% (d) 20% (e) 60/100%

a 2019
b 2018
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c 2017
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d 2016
e 2015

27 2020 Carryover of Other Property Capital Gain Cash


charitable
contributions from: (a) 50% (b) 30% (c) 30% (d) 20% (e) 60/100%
are E

a 2020 0.
b 2019
c 2018
d 2017
e 2016
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Qualified Business Income Deduction (Section 199A) carryovers 2019 2020

29 Qualified business loss carryforward 29 -26,301. -32,083.


30 Qualified PTP loss carryforward 30
31 Applicable percentage 2018 31 a 100.00
2019 b 100.00
Car and Truck Expenses Worksheet 2020
G Keep for your records

Sch C JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Vehicle Information Vehicle 1 Vehicle 2 Vehicle 3


Complete for all vehicles

IL
1 Make and model of vehicle HYUNDAI VEHICLE

T MA
2 Date acquired 01/01/17
3 Date placed in service 01/31/2018
4 Type of vehicle A1 - Auto
5a Ending mileage reading
b Beginning mileage reading
c Total miles for the year 8,000

O NO
6 Business miles for the year 1,284
7 Commuting miles for the year
8 Other personal miles for the year 6,716
9 Percent of business use 16.05 % % %
10 Months for special allocation. See Tax Help
11 Is another vehicle available for personal use? X Yes No Yes No Yes No
12 Was the vehicle available for personal use

13
during off-duty hours?
Was the vehicle used primarily by a more
than 5% owner or related person?
opy D
14 a Is there evidence to support the business use claimed?
b If ’Yes,’ is the evidence written?
X

X
Yes

Yes
No

No
Yes

Yes
No

No

X
X
Yes
Yes
Yes

Yes
No

No

No
No
ion C
Standard Mileage Rate

15 Does vehicle qualify for standard mileage rate? X Yes No Yes No Yes No
16 Was the vehicle leased? Yes X No Yes No Yes No
17 Standard mileage deduction 738.
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Actual Expenses

18 Expenses:
a Gasoline, oil, repairs, insurance, etc
b Vehicle registration, license (excluding
property taxes)
are E

c Vehicle lease or rental fees:


1 30 days or more
2 29 days or less
3 Total vehicle lease/rental fees
d Leased vehicle inclusion amount:
1 Year lease began
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2 FMV of leased vehicle


3 Number of lease days in year
4 Inclusion amount
19 Expenses subtotal
20 Expenses applicable to business
21 Vehicle depreciation and Sec 179 (from page 2)
22 Total actual expenses

Standard Mileage vs Actual Expenses Check box to force a method


M M M
23 Standard mileage 738.
24 Actual expenses
Sch C JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES Page 2
GREG M & ANGELA R HYNUM 427-51-4410

Total Car and Truck Expenses Vehicle 1 Vehicle 2 Vehicle 3


Complete for all vehicles HYUNDAI VEHICLE

25 Line 23 or line 24 738.


26 Additional expenses:

IL
a Business-related parking fees, tolls, etc
b Property taxes (including property tax portion

T MA
of registration)
c Less personal portion of property taxes
d Interest on vehicle
e Less personal portion of vehicle interest
27 Total expenses 738.
28 Less business portion of lease or rental fees

O NO
less inclusion amount (if actual expenses)
29 Less business portion of depreciation
(if actual expenses)
30 Total car and truck expenses 738.

Vehicle Depreciation Information ' Complete for Actual Expenses only

31
32
33
34 a
Cost or basis
Section 179 expense elected
opy D
Depreciation and Sec 179 limit for automobiles
Economic Stimulus - Qualified Property
1 If yes, and if placed in service after 9/27/17, Yes
Yes
No N/A
No
Yes
Yes
No N/A
No
Yes
Yes
No N/A
No
ion C
was this property acquired after 9/27/17?
2 For post 9/27/17, elect 50% in place of 100% Yes No N/A Yes No N/A Yes No N/A
Special Depreciation Allowance
b Qualified Disaster Area - Qualified Property Yes No Yes No Yes No
c Kansas Disaster Zone - Qualified Property Yes No Yes No Yes No
Reg Ext No Reg Ext No Reg Ext No
t
d Gulf Opportunity Zone - Qualified Property
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100% & 50% 100% & 50% 100% & 50%


e Percentage for Special Depr Allowance 30% 30% 30%
N/A N/A N/A
fElect OUT of Special Depr Allowance Yes No Yes No Yes No
gElect 30% in place of 50% Allowance Yes No Yes No Yes No
hQuickZoom to Election Stmts
are E

iSpecial Depreciation Allowance


jAMT Special Depreciation Allowance
35 Prior depreciation
36 Depreciation deduction
37 Alternative minimum tax prior depreciation
38 AMT depreciation deduction
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39 AMT adjustment/preference
40 QuickZoom to Asset Life History
MACRS Property Involved in a Like-Kind Exchange
or Involuntary Conversion
41 Elect OUT of regs under Sec 1.168(i)-6(i) Yes N/A Yes N/A Yes N/A
42 If asset represents entire basis of replacement
property, enter excess basis
Pre-02/28/04 transactions only (See TaxHelp):
43 Asset ID (Enter same ID on all related assets)
44 Check if asset represents exchanged basis of
replacement property
45 Total basis of all related parts
Sch C JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES Page 3
GREG M & ANGELA R HYNUM 427-51-4410
State Depreciation ' Complete for Actual Expenses only
46 QuickZoom to select or delete states
47 a State (CA info must be entered in CA state return, do not enter here)
b Asset status
c Vehicle description
d Vehicle number
e State cost or basis
f State Section 179 deduction

IL
g State Section 179 deduction allowed (enter for dispositions only)
h State Special Depreciation Allowance

T MA
i State asset class
j State depreciation method
k State MACRS convention
l State recovery period
m State depreciable basis
n State prior depreciation

O NO
o State depreciation deduction
p If this asset represents entire basis of replacement property, enter excess basis
q Form 8824: If luxury auto, enter depreciation at 100% business use
r State gain/loss basis, if different from state cost
o Include vehicle in state return Yes No

Disposition of Vehicle
Complete for all vehicles
47
48
49
50
51
Date of disposition
Sales price (business portion only)
Expense of sale (business portion only)
Sec 179 deduction allowed
Double-click to link sale to Form 6252
opy D Vehicle 1
HYUNDAI VEHICLE
Vehicle 2 Vehicle 3
ion C
52 Reserved
53 Gain/loss basis, if diff from ln 30 (enter 100%)
54 AMT gain/loss basis, if diff from ln 77 (100%)
55 Depreciation allowed or allowable
56 AMT depreciation allowed or allowable
57 Gain or loss
58 Alternative minimum tax gain or loss
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59 Part of Form 4797 to which gain/loss carries


Detail Vehicle Depreciation Information ' Complete for Actual Expenses only
60 Subject to auto limitations? Yes No Yes No Yes No
61 Truck or van? Yes No Yes No Yes No
62 Electric passenger vehicle? Yes No Yes No Yes No
63 Heavy SUV? Yes No Yes No Yes No
64 Listed property? X Yes No Yes No Yes No
are E

65 Eligible for Sec 179 (current yr assets only)? Yes No Yes No Yes No
66 Use IRS tables for MACRS property? Yes No Yes No Yes No
67 Qualified Indian reservation property? Yes X No Yes No Yes No
68 Used Property? Yes No Yes No Yes No
69 Depreciation type
70 Asset class
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71 Depreciation method
72 Convention (HY assumed for MACRS property)
73 QZ to set 2020 convention
74 Recovery period
75 Year of depreciation
76 Depreciable basis
77 Alternative minimum tax basis, if diff from ln 30
78 Alternative minimum tax depreciation method
79 Alternative minimum tax recovery period
80 Alternative minimum tax depreciable basis
Section 199A (QBI Deduction) attributes
If this asset belongs to a qualified business under Section 199A, the following attributes will be used to
calculate the deduction for the qualified business.
UBIA for this asset 0. 0. 0.
This asset is ineligible for UBIA
Gains/(losses) from disposition of asset
Short term gain/(loss) 0. 0. 0.
Ordinary income from depreciation recapture 0. 0. 0.
Long term gain/(loss) 0. 0. 0.
Gain/(loss) is not eligible for 199A deduction

IL
T MA
O NO
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t ion C
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TM
Form 4562 Depreciation and Amortization Report 2020
Tax Year 2020
G Keep for your records

O NO
GREG M & ANGELA R HYNUM
Sch C - HEALTH INSURANCE SALES 427-51-4410
Asset Description * Code Date Cost Land Bus Section Special Depreciable Method/ Prior Current
In Service (Net of Use % 179 Depreciation Basis Life Convention Depreciation Depreciation
Land) Allowance
DEPRECIATION
COMPUTER 11/26/12 962 100.00 962 0 0 5.0 200DB/HY 0 0

opy D
SUBTOTAL PRIOR YEAR 962 0 962 0 0 0 0

TOTALS 962 0 962 0 0 0 0

t ion C
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* Code: S = Sold, A = Auto, L = Listed, V = Vine with SDA in Year Planted/Grafted, X = Non-depreciated asset, H = Home Office

Page 1 of 1
TM
Form 4562 Depreciation and Amortization Report 2020
Tax Year 2020
G Keep for your records

O NO
GREG M & ANGELA R HYNUM
Sch C - JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES 427-51-4410
Asset Description * Code Date Cost Land Bus Section Special Depreciable Method/ Prior Current
In Service (Net of Use % 179 Depreciation Basis Life Convention Depreciation Depreciation
Land) Allowance
DEPRECIATION
HYUNDAI VEHICLE L 01/31/18 16.05

opy D
COMPUTER 12/28/19 2,108 100.00 2,108 5.0 200DB/HY 105 801
SUBTOTAL PRIOR YEAR 2,108 0 0 0 2,108 105 801

TOTALS 2,108 0 0 0 2,108 105 801

t ion C
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are E
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* Code: S = Sold, A = Auto, L = Listed, V = Vine with SDA in Year Planted/Grafted, X = Non-depreciated asset, H = Home Office

Page 1 of 1
TM
Form 4562 Alternative Minimum Tax Depreciation Report 2020
Tax Year 2020
G Keep for your records

O NO
GREG M & ANGELA R HYNUM
Sch C - HEALTH INSURANCE SALES 427-51-4410
Asset Description * Code Date Cost Land Bus Section Special Depreciable Method/ Prior Current Adjustments
In Service (Net of Use % 179 Depreciation Basis Life Convention Depreciation Depreciation Preferences
Land) Allowance
DEPRECIATION
COMPUTER 11/26/12 962 100.00 962 0 0 5.0 200DB/HY 0 0 0.

opy D
SUBTOTAL PRIOR YEAR 962 0 962 0 0 0 0 0.

TOTALS 962 0 962 0 0 0 0 0.

t ion C
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* Code: S = Sold, A = Auto, L = Listed, V = Vine with SDA in Year Planted/Grafted, X = Non-depreciated asset, H = Home Office

Page 1 of 1
TM
Form 4562 Alternative Minimum Tax Depreciation Report 2020
Tax Year 2020
G Keep for your records

O NO
GREG M & ANGELA R HYNUM
Sch C - JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES 427-51-4410
Asset Description * Code Date Cost Land Bus Section Special Depreciable Method/ Prior Current Adjustments
In Service (Net of Use % 179 Depreciation Basis Life Convention Depreciation Depreciation Preferences
Land) Allowance
DEPRECIATION
HYUNDAI VEHICLE L 01/31/18 16.05

opy D
COMPUTER 12/28/19 2,108 100.00 2,108 5.0 150DB/HY 79 609 192.
SUBTOTAL PRIOR YEAR 2,108 0 0 0 2,108 79 609 192.

TOTALS 2,108 0 0 0 2,108 79 609 192.

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* Code: S = Sold, A = Auto, L = Listed, V = Vine with SDA in Year Planted/Grafted, X = Non-depreciated asset, H = Home Office

Page 1 of 1
Two-Year Comparison 2020

Name(s) Shown on Return Social Security Number


GREG M & ANGELA R HYNUM

Income 2019 2020 Difference %

Wages, salaries, tips, etc 191,282. 181,268. -10,014. -5.24


Interest and dividend income
State tax refund 0. 0.

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Business income (loss) -2,612. -5,782. -3,170. -121.36
Capital and other gains (losses)

T MA
IRA distributions 1,700. 0. -1,700. -100.00
Pensions and annuities 100,000. 100,000.
Rents and royalties
Partnerships, S Corps, etc
Farm income (loss)
Social security benefits

O NO
Income other than the above
Total Income 190,370. 275,486. 85,116. 44.71
Adjustments to Income
Adjusted Gross Income 190,370. 275,486. 85,116. 44.71

Itemized Deductions
Medical and dental
Income or sales tax
Real estate taxes
Personal property and other taxes
Interest paid
Gifts to charity
opy D
9,635.
3,523.

15,689.
5,800.
11,636.
3,539.

14,940.
5,256.
2,001.
16.

-749.
-544.
20.77
0.45

-4.77
-9.38
ion C
Casualty and theft losses
Miscellaneous
Total Itemized Deductions 31,489. 30,196. -1,293. -4.11
Standard or Itemized Deduction 31,489. 30,196. -1,293. -4.11
Qualified Business Income Deduction 0. 0. 0.
Taxable Income 158,881. 245,290. 86,409. 54.39
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Income tax 26,671. 47,029. 20,358. 76.33


Additional income taxes
Alternative minimum tax 0. 0.
Total Income Taxes 26,671. 47,029. 20,358. 76.33
Nonbusiness credits
Business credits
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Total Credits
Self-employment tax
Other taxes
Total Tax After Credits 26,671. 47,029. 20,358. 76.33
Withholding 23,578. 39,039. 15,461. 65.57
Estimated and extension payments
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Earned income credit


Additional child tax credit
Other payments
Total Payments 23,578. 39,039. 15,461. 65.57
Form 2210 penalty 14. -14. -100.00
Applied to next year’s estimated tax
Refund
Balance Due 3,107. 7,990. 4,883. 157.16

Current year effective tax rate 17.07 %


Schedule C Two-Year Comparison 2020
G Keep for your records

Proprietor name: ANGELA R HYNUM 242-37-2029


Business or profession: JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES

Note: Transferred data will not be displayed in the prior year column unless you have entered
current year data on the Schedule C.

2019 2019 2020 2020 2019 to 2020

IL
Percent Percent Comparison
of Net of Net X as amount

T MA
Sales* Sales* as percent
Income:
1 Gross receipts or sales 500. 100.00 500.00
2 Returns & allowances
3 Net receipts or sales 500. 100.00 500.00
Cost of goods sold:

O NO
4 a Beginning inventory 18,550. 17,961. 999.00 -589.00
b Purchases 8,445. 999.00 8445.00
c Cost of labor
d Materials & supplies
e Other costs
f Ending inventory 25,906. 999.00 25906.00
5 Cost of goods sold 18,550. 500. 100.00 -18050.00
6
7
8

9
10
Gross profit
Other income
Gross income
Expenses:
Advertising
Car & truck expenses
opy D
-18,550.

-18,550.
0.

0.

738. 147.60
18550.00

18550.00

738.00
ion C
11 Commissions and fees 467. 93.40 467.00
12 Contract labor
13 Depletion
14 Depreciation & Sec 179 801. 160.20 801.00
15 Employee benefits
16 Insurance
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17 a Mortgage interest
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b Other interest
18 Legal and professional 1,657. 331.40 1657.00
19 Office expense 0. 0.00
20 Pension & profit-sharing
21 Rent or lease:
a Vehicle/machinery/equip
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b Other business property


22 Repairs & maintenance
23 Supplies 1,453. 290.60 1453.00
24 Taxes and licenses 666. 133.20 666.00
25 a Travel
b Meals & entertainment
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26 Utilities
27 Wages (less job credit)
28 Other expenses
29 Total expenses 5,782. 999.00 5782.00
30 Tentative profit (loss) -18,550. -5,782. -999.00 12768.00
31 Office in home
32 Net profit (loss) -18,550. -5,782. -999.00 12768.00

Passive suspended losses:


Schedule C
Form 4797
Schedule D
*Lines 1 through 32 as a percentage of net sales revenue.
Tax Summary Report 2020
Name(s) Shown on Return
GREG M & ANGELA R HYNUM

Filing status Married Filing Jointly Number of exemptions 2

Gross Income
Wages and salaries 181,268.
Interest and dividend income
Business income (loss) -5,782.
Capital gains (losses)

IL
Pensions and annuities 100,000.
Rents, royalties, partnerships, etc

T MA
Farm income (loss)
Social security benefits
Other income 0.
Total Gross Income 275,486.

Adjustments to Income

O NO
Adjusted Gross Income (Last year’s AGI) -18,550. 275,486.

Itemized/Standard Deductions
Medical and dental
Taxes 10,000.
Interest
Contributions
Casualty or theft loss(es)
Miscellaneous
Total Itemized Deductions
Standard deduction
opy D 14,940.
5,256.

30,196.
ion C
Taxable Income 245,290.

Income tax 47,029.


Alternative minimum tax 0.
Total Taxes before Credits 47,029.
Nonbusiness credits
Business credits
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Total Credits
Self-employment tax
Other taxes

Total Tax 47,029.

Withholding 39,039.
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Estimated tax payments


Other payments
Total Payments 39,039.
Estimated tax penalty
Refund applied to next year’s estimated tax
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Amount Overpaid 0.

Refund 0.

Amount Applied to Estimate 0.

Amount Due 7,990.

Tax bracket 24.0 %


Effective tax rate 17.07 %
Form 1040-ES Estimated Tax Worksheet 2021
G Keep for your records

Name(s) Shown on Return Your Social Security Number


GREG M & ANGELA R HYNUM 427-51-4410

Part I 2021 Estimated Tax Amount Options

1 Select One of Six Ways to Calculate the Required Annual Payment for 2021 Estimates:
a 100% (110%) of 2020 taxes (default, see Tax Help) X 51,732.

IL
b 100% of tax on 2021 estimated taxable income 46,912.
c 90% of tax on 2021 estimated taxable income 42,221.

T MA
d 66-2/3% of tax on 2021 estimated taxable income (farmers and fishermen) 31,275.
e Equal to 100% of overpayment (no vouchers) 0.
f Enter total amount you want to use for estimates and check box
2 Selected estimated tax amount:
a 2021 Required Annual Payment based on your choice above 51,732.
b Estimated amount of 2021 federal income tax withholding 39,038.

O NO
c Total of estimated tax payments required for 2021 (line 2a less line 2b) 12,694.
3 Select Estimated Tax Payment option:
a Calculate estimates if $1,000 or more (default) X
b Calculate estimates if (specify amount) or more
c Calculate estimates regardless of amount
d Do not calculate estimates

Part II

1
2
a
Overpayment Application Options
opy D
Amount of overpayment available (Form 1040 or 1040-SR, line 34)
Select Overpayment Application Amount Option:
Apply none (refund entire overpayment) X
0.
ion C
b Apply all (increase estimate if required)
c Apply to extent of total estimated tax and refund excess 12,696.
d Apply to extent of first quarter amount and refund excess 9,522.
e Enter amount you want to apply
f Amount applied to 2021 estimated tax 0.
g Overpayment to be refunded (line 1 less line 2f) 0.
t
3 Select Overpayment Application Sequence:
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a X H Consecutively b H Evenly

Part III Rounding and Printing Options (see Tax Help for printing ES amounts on Client Letter)

1 Select Rounding Option:


a X H Round up to b H Round up to c H Round up to d H Round to
are E

next $1 next $10 next $100 nearest $1


2 Select Voucher Printing Option:
a X H Print (per Part I, lines 3a - c) b H Print only name, etc. c H Do not print vouchers
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GREG M & ANGELA R HYNUM 427-51-4410 Page 2

Part IV Estimated Tax Payment Summary

1 2 3 4 Total
Apr 15, 2021 Jun 15, 2021 Sep 15, 2021 Jan 18, 2022

1 If the client has already


made payments,
enter amounts

IL
2 Indicate which payment is
due next.

T MA
X

3 Required Payment 9,522. 3,174. 12,696.


4 Overpayment applied 0. 0. 0. 0. 0.
5 Net payment due 0. 0. 9,522. 3,174. 12,696.

O NO
6 Voucher amounts 0. 0. 1,500. 1,500. 3,000.

Part V Changes to Income, Deductions and Withholding for 2021

1 a Adjusted gross income


opy D
2020 income and deductions are shown in the ’2020 Actual’ column below.
*Caution: For each line in the ’2021 Estimated’ column, enter the estimated 2021 amount if different from
2020. Otherwise, the ’2020 Actual’ amount will be used for that line. If zero, you must enter zero.

2020 Actual
275,486.
2021 Estimated
ion C
b Foreign income or housing exclusions (info only)
2 Net capital gains (losses) included in AGI (info only)
3 a Self-employment profit included in AGI for Taxpayer 0.
b Self-employment profit included in AGI for Spouse -5,782.
c Taxpayer’s wages subject to Social Security tax included in AGI
Medicare wages for taxpayer (W-2 box 5) included in AGI 58,867.
t
Add’l 0.9% Medicare tax withheld on taxpayer wages
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d Spouse’s wages subject to Social Security tax included in AGI


Medicare wages for spouse (W-2 box 5) included in AGI 130,615.
Add’l 0.9% Medicare tax withheld on spouse wages
4 a Total itemized deductions (after limits) 30,196.
b Net qualified disaster loss included on line 4a above (after limits)
5 Federal income tax withholding 39,038.
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6 Deduction for qualified business income 0.


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GREG M & ANGELA R HYNUM 427-51-4410 Page 3

Part VI Filing Status and Other Information for 2021

1 Choose 2021 filing status:


Single X Married filing jointly
Married filing separately Head of Household Qualifying widow(er)
2 Check if required to itemize in 2021
3 Check the boxes that will apply in 2021:

IL
Taxpayer: 65 or Over Blind
Spouse: 65 or Over Blind

T MA
4 a Check if dependent of another in 2021
b Enter 2021 expected earned income if dependent of another

Part VII 2021 Estimated Taxable Income and Tax

1 Estimated 2021 adjusted gross income 1 275,486.

O NO
2 Larger of itemized or standard deduction 2 30,196.
3 Line 1 less line 2 3 245,290.
4 Deduction for qualified business income 4
5 Line 3 less line 4 5 245,290.
6 Income tax 6 46,912.
7 Enter additional taxes 7
8
9
10
11
12
13
Line 6 plus line 7
Enter nonrefundable credits

opy D
Line 8 less line 9 (but not less than zero)
Self-employment tax and additional 0.9% Medicare tax
Other taxes (not including taxes on lines 6, 7 or 11)
Enter refundable credits (not withholding)
8
9
10
11
12
13
46,912.

46,912.
0.
ion C
14 Sum of lines 10 - 12, less line 13. This is your 2021 tax based on your
estimate of 2021 income 14 46,912.
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GREG M & ANGELA R HYNUM 427-51-4410 1

Smart Worksheets from your 2020 Federal Tax Return

SMART WORKSHEET FOR: Schedule A: Itemized Deductions

State and Local Taxes Smart Worksheet

IL
Enter sales tax information below. The greater of sales taxes from line I plus line J, or income taxes
on line K, will flow to line 5. See Help.

T MA
A Income from Form 1040, line 7 275,486.
B Nontaxable income entered elsewhere on return 2,000.
C Available income: 2019 refundable credits in excess of tax 0.
D Enter any additional nontaxable income
E Total available income for sales taxes 277,486.

O NO
F Sales tax table information:
Enter total (combined) state and local sales tax rate in column (d) for each state listed in column (a).
If AZ, CO, LA, MS, NY or SC column (a):
QuickZoom to Misc Global Options to enter default locality
or Double-click in column (d) to select your locality for each state entered.

(a)
ST

NC
(b)
Lived in
State
From
01/01/20 12/31/20
(c)
Lived in
State
To
(d)
Enter
Total
Tax Rate
7.0000
opy D
(e)
State
Tax
Rate (%)
4.7500
(f)
Local
Tax
Rate (%)
2.2500
(g)
State
Table
Amount
1,307.
(h)
Local
Sales
Taxes
529.
(i)
Prorated
or Total
Amount
1,836.
ion C
Total general sales taxes from table 1,836.
H Enter additions to table amount (motor vehicle, boat)
I Total sales taxes from table plus additions to table amount 1,836.
J Enter actual sales taxes paid (in lieu of table amount)
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K Total income taxes paid 11,636.


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GREG M & ANGELA R HYNUM 427-51-4410 2

SMART WORKSHEET FOR: Schedule A: Itemized Deductions

Mortgage Interest and Points Smart Worksheet

A Enter a description and an amount for fully deductible mortgage interest and points. Check the
box if the mortgage was sold to another lender, or the mortgage has been paid off; the
lender’s name will not transfer to next year’s return.

IL
Check the box if the mortgage interest and/or points are not reported on Form 1098.
Note: When the points must be deducted over the life of the loan, enter this information on
the Other Points Smart Worksheet.

T MA
If the interest deduction may be limited, enter all information on the Deductible Home Mortgage
Interest Worksheet instead.
QuickZoom to Deductible Home Mortgage Interest Worksheet

Lender’s Name/Description Deductible Fully Paid Not

O NO
Mortgage Deductible Off on
Interest Points Form
1098

TRUIST 6,679.
DOVENMUEHLE MORTGAGE

opy D 8,261.
ion C
SMART WORKSHEET FOR: Schedule A: Itemized Deductions

A Adjust Home mortgage interest and points reported on Form 1098:


1 Total home mortgage interest and points from 1098’s from detail. 14,940.
2 Enter amount to deduct on Line 8a if different.
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GREG M & ANGELA R HYNUM 427-51-4410 3

SMART WORKSHEET FOR: Schedule A: Itemized Deductions

Cash Contributions Smart Worksheet


A Miles driven for charitable purposes:
1 All miles for:
a To perform charitable service
b To deliver noncash contributions

IL
c Total. Add lines a and b
B Cash contributions, enter name of charity, type of charity, and amount:

T MA
Name of charity Type Amount

NORTH AMERICAN MISSION BOARD 1,800.

O NO
SMART WORKSHEET FOR: Schedule A: Itemized Deductions
opy D
ion C
Noncash Contributions Smart Worksheet
A For each noncash contribution, enter the charity and donation information below.
Double-click on the Charity Name when entry of additional information is required.
For Stocks enter the company name and the number of shares in the description.

Charity and Donation Information Amount


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Charity Name GOODWILL


Address WILKINSON BLVD
City CHARLOTTE State NC ZIP 28277
Description CLOTHING, DECORATIONS, BLANKETS, ETC
Property type a Household items & clothing
Date donated 02/10/20 Date acquired Various
are E

How acquired Purchase Cost or adj basis 6,835.


Fair market value 3,456. How valued Thrift shop value 3,456.
Entry number 1
Charity Name
Address
City State ZIP
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Description
Property type
Date donated Date acquired
How acquired Cost or adj basis
Fair market value How valued
Entry number

B Check for election under IRC Sec 170(b)(1)(C)(iii) Yes


GREG M & ANGELA R HYNUM 427-51-4410 4

SMART WORKSHEET FOR: Schedule C (JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES): Profit or Loss from Business

Business Address Information Smart Worksheet

Business street address 10701 SUMMITT TREE COURT


City, State, and ZIP Code (do not enter State and ZIP Code if foreign address)
CHARLOTTE NC 28277

IL
Or, foreign country information:

T MA
O NO
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GREG M & ANGELA R HYNUM 427-51-4410 5

SMART WORKSHEET FOR: Schedule C (JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES): Profit or Loss from Business

Qualified Business Income Deduction Smart Worksheet


Completing this worksheet is generally only necessary if Form 8995A must be filed (i.e., taxable
income is above threshold amounts or qualified coop payments are present).

A QBI worksheet to report (double-click to link) ANGEL ZEN, LLC

IL
B Trade or Business Name ANGEL ZEN, LLC
C Trade or Business ID Number 82-4129994
D 1 Is this a Specified Service Trade or Business (SSTB)? Yes X No

T MA
2 If No, is income attributable to a SSTB? (see Help) Yes No
3 QBI worksheet for SSTB income (this will auto-populate if Yes)
4 Percentage of qualified income attributable to SSTB %
E 1 Tentative Sch C profit (loss) from this business -5,782.
2 Adjustments to qualified business income

O NO
3 Tentative Sch C profit (loss) from qualified business -5,782.
4 a Calculated QBI allowed after passive/at-risk limits -5,782.
b Adjustments to allowed QBI
c Allowable QBI after loss limits -5,782.
5 Self employed deductions connected to this business
a Self employed health insurance for this business 0.

6
7
opy D
b Total deduction for 1/2 self employment tax
c Deduction for 1/2 S.E. tax connected to this business
d Total deduction for S.E. retirement contributions
e S.E. retirement deduction connected to this business
Total self employed deductions connected to this business
Sch C profit (loss) after S.E. deductions
Additional deductions related to this business reported on separate schedules
0.

0.
0.
-5,782.
ion C
8 Net profit (loss) after adjustments, limitations, and deductions -5,782.
9 Allowable Sch C profit (loss) allocated to SSTB 0.
10 Allowable Sch C profit (loss) from this business -5,782.

F 1 Ordinary gain (loss) from business assets 0.


2 Ordinary gain (loss) adjustments
t
3 Qualified ordinary gain (loss) 0.
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4 a Calculated QBI allowed after passive/at-risk limits 0.


b Adjustments to allowed QBI
c Allowable short-term qualified gain (loss) after passive/at-risk limits 0.
5 Allowable ordinary gain (loss) allocated to SSTB 0.
6 Allowable ordinary gain (loss)/recapture from this business 0.
are E

G 1 Section 1231 gain (loss) from business assets 0.


2 Section 1231 gain (loss) adjustments
3 Section 1231 gain (loss) from qualified business 0.
4 a Calculated QBI allowed after passive/at-risk limits 0.
b Adjustments to allowed QBI
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c Allowable ordinary 1231 qualified gain (loss) 0.


5 Allowable ordinary 1231 gain (loss) allocated to SSTB 0.
6 Allowable ordinary 1231 gain (loss) from this business 0.
GREG M & ANGELA R HYNUM 427-51-4410 6

SMART WORKSHEET FOR: Schedule C (JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES): Profit or Loss from Business

Qualified Business Income Deduction Smart Worksheet, Continued

H 1 Allowable QBI (E10 plus F6 plus G6) -5,782.


2 Qualified business income allocated to SSTB 0.
3 a Previously disallowed losses freed up in current year

IL
b Adjustments to previously disallowed losses
c Previously disallowed QBI losses to be reported as separate business 0.
d QBI wksht for previously disallowed losses, if present

T MA
I 1 Tentative wages 0.
2 Adjustments
3 Qualified wages 0.
4 Qualified wages allocated to SSTB 0.

O NO
J 1 Tentative Unadjusted Basis Immediately after Acquisition (UBIA) 2,108.
2 Adjustments
3 Qualified UBIA 2,108.
4 Qualified UBIA allocated to SSTB 0.

K 1
2
3
4 opy D
Net income allocable to qualified payments from agricultural or horticultural coop
Wages allocable to qualified payments from coop
Form 1099PATR line 6 (DPAD) from coop(s) w/ tax year starting before 1/1/2018
Form 1099PATR line 6 (DPAD) from coop(s) w/ tax year starting after 12/31/17
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GREG M & ANGELA R HYNUM 427-51-4410 7

SMART WORKSHEET FOR: Schedule C (JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES): Profit or Loss from Business

Carryovers to 2020 Smart Worksheet


Enter carryovers from prior year below.

Regular Tax QBI Alternative


Minimum Tax

IL
A Section 179 carryover (enter as positive amount)
At-Risk Loss Carryovers (enter as negative amts)

T MA
B Schedule C suspended loss
C Schedule D short-term suspended loss
D Schedule D long-term suspended loss
E Form 4797 ordinary suspended loss
F Form 4797 long-term suspended loss

O NO
Passive Loss Carryovers (enter as negative amts)
G Schedule C suspended loss
H Schedule D short-term suspended loss
I Schedule D long-term suspended loss
J Form 4797 ordinary suspended loss
K Form 4797 long-term suspended loss

opy D
Carryovers to 2020 Additional Info for Section 199A Deduction
Section 199A (QBI deduction) requires first-in-first-out use of previously disallowed losses. Businesses
qualified under Section 199A must complete this section for any previously disallowed losses.

Percentage of SSTB income (by category)


Enter 100 for businesses that were SSTBs in the year
ion C
in question. If non-SSTB with income attributable to
SSTB, enter the % attributable to SSTB. Otherwise,
enter 0. (Not required if applicable % is 100%.)

Applicable % Operating % Form 4797 ord Form 4797 l/t


2018 100.00 0.00 0.00 0.00
t
2019 100.00 0.00 0.00 0.00
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GREG M & ANGELA R HYNUM 427-51-4410 8

SMART WORKSHEET FOR: Schedule C (JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES): Profit or Loss from Business

Carryovers to 2020 Smart Worksheet, Continued

Regular Tax QBI


Disallowed Section 179 Deduction by Year
Before 2018 A Section 179 carryover

IL
2018 B Section 179 carryover
2019 C Section 179 carryover
Disallowed At-Risk Losses by Year and Type

T MA
Before 2018 A Operating loss 0.
B Form 4797 ordinary loss 0.
C Form 4797 long-term loss 0.
2018 D Operating loss
E Form 4797 ordinary loss

O NO
F Form 4797 long-term loss
2019 G Operating loss
H Form 4797 ordinary loss
I Form 4797 long-term loss
Disallowed Passive Losses by Year and Type
Before 2018 A Operating loss 0.

2018

2019
D Operating loss
opy D
B Form 4797 ordinary loss
C Form 4797 long-term loss

E Form 4797 ordinary loss


F Form 4797 long-term loss
G Operating loss
H Form 4797 ordinary loss
0.
0.
ion C
I Form 4797 long-term loss
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GREG M & ANGELA R HYNUM 427-51-4410 9

SMART WORKSHEET FOR: Schedule C (JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES): Profit or Loss from Business

Activity Summary Smart Worksheet


Supporting information provided by program. NO ENTRIES ARE NEEDED.

IL
Regular Tax QBI Alternative
Minimum Tax

T MA
A Ownership Spouse
B At risk status All
C Passive status Nonpassive
Schedule C

O NO
D Tentative profit (loss) -5,782. -5,782. -5,590.
E Other adjustments
F At risk disallowed loss
G Passive carryover loss
H Passive disallowed loss
I Net profit (loss) allowed -5,782. -5,782. -5,590.

J
K
L
M
N
Related Dispositions
Tentative profit (loss)
At risk disallowed loss
Passive carryover loss
Passive disallowed loss
Net profit (loss) allowed
opy D 0.

0.
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GREG M & ANGELA R HYNUM 427-51-4410 10

SMART WORKSHEET FOR: Schedule C (JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES): Profit or Loss from Business

QBI (Section 199A) Losses by Year Smart Worksheet, Continued

At-risk losses Regular Tax QBI


Previously disallowed at-risk losses by year
Operating Loss A Total loss in 2020

IL
B Total allowed loss (all years)
C Allowed loss in 2020
D Freed up loss from before 2018

T MA
E Freed up loss from 2018
F If SSTB, reduced loss from 2018
G Freed up loss from 2019
H If SSTB, reduced loss from 2019
Form 4797 ordinary loss I Total loss in 2020

O NO
J Total allowed loss (all years)
K Allowed loss in 2020
L Freed up loss from before 2018
M Freed up loss from 2018
N If SSTB, reduced loss from 2018
O Freed up loss from 2019

opy D
P If SSTB, reduced loss from 2019
Form 4797 long term loss Q Total loss in 2020
R Total allowed loss (all years)
S Allowed loss in 2020
T Freed up loss from before 2018
U Freed up loss from 2018
V If SSTB, reduced loss from 2018
ion C
W Freed up loss from 2019
X If SSTB, reduced loss from 2019
At-risk loss carryforwards to 2021
Before 2018 A Operating loss 0.
B Form 4797 ordinary loss 0.
C Form 4797 long-term loss 0.
t
2018 D Operating loss
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E Form 4797 ordinary loss


F Form 4797 long-term loss
2019 G Operating loss
H Form 4797 ordinary loss
I Form 4797 long-term loss
2020 J Operating loss
are E

K Form 4797 ordinary loss


L Form 4797 long-term loss
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GREG M & ANGELA R HYNUM 427-51-4410 11

SMART WORKSHEET FOR: Schedule C (JEWELRY & ESSENTIAL OIL MANUFACTURE & SALES): Profit or Loss from Business

QBI (Section 199A) Losses by Year Smart Worksheet, Continued

Passive losses Regular Tax QBI


Previously disallowed passive losses by year
Operating Loss A Total loss in 2020

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B Total allowed loss (all years)
C Allowed loss in 2020
D Freed up loss from before 2018

T MA
E Freed up loss from 2018
F If SSTB, reduced loss from 2018
G Freed up loss from 2019
H If SSTB, reduced loss from 2019
Form 4797 ordinary loss I Total loss in 2020

O NO
J Total allowed loss (all years)
K Allowed loss in 2020
L Freed up loss from before 2018
M Freed up loss from 2018
N If SSTB, reduced loss from 2018
O Freed up loss from 2019

opy D
P If SSTB, reduced loss from 2019
Form 4797 long term loss Q Total loss in 2020
R Total allowed loss (all years)
S Allowed loss in 2020
T Freed up loss from before 2018
U Freed up loss from 2018
V If SSTB, reduced loss from 2018
ion C
W Freed up loss from 2019
X If SSTB, reduced loss from 2019
Passive loss carryforwards to 2021
Before 2018 A Operating Loss 0.
B Form 4797 ordinary loss 0.
C Form 4797 long-term loss 0.
t
2018 D Operating Loss
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E Form 4797 ordinary loss


F Form 4797 long-term loss
2019 G Operating loss
H Form 4797 ordinary loss
I Form 4797 long-term loss
2020 J Operating loss
are E

K Form 4797 ordinary loss


L Form 4797 long-term loss
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GREG M & ANGELA R HYNUM 427-51-4410 12

SMART WORKSHEET FOR: Form 8915E: Qualified 2020 Disaster Ret Plan Dist and Repayments (Spouse)

Part I, Column (b) Smart Worksheet

Total Qualified Qualified Qualified


2020 disaster Coronavirus- Other disaster

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distributions related distribs. distributions
for 2020 for 2020 for 2020

T MA
A Retirement plans (other than IRAs) 100,000. 100,000.
B Traditional, SEP, and SIMPLE IRAs
C Roth IRAs

O NO
SMART WORKSHEET FOR: Form 8915E: Qualified 2020 Disaster Ret Plan Dist and Repayments (Spouse)

Taxable 3 Year Spread Smart Worksheet

A Check this box to elect NOT to spread the taxable amount over 3 years X

opy D
SMART WORKSHEET FOR: Form 4868: Application for Automatic Extension

Mailing Address and Filing Instruction Smart Worksheet

WHERE TO FILE YOUR EXTENSION


ion C
MAIL FORM 4868 (WITH PAYMENT IF APPLICABLE) TO THE ADDRESS LISTED BELOW

DEPARTMENT OF THE TREASURY


INTERNAL REVENUE SERVICE CENTER
t
KANSAS CITY MO 64999-0045
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are E

SMART WORKSHEET FOR: Federal Information Worksheet


Print page 2

SMART WORKSHEET FOR: Federal Information Worksheet


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Print page 3

SMART WORKSHEET FOR: Federal Information Worksheet


Print page 4

SMART WORKSHEET FOR: Federal Information Worksheet


Print page 5
GREG M & ANGELA R HYNUM 427-51-4410 13

SMART WORKSHEET FOR: Federal Information Worksheet


Print page 6

SMART WORKSHEET FOR: Form W-2 Worksheet (TRINITY MANUFACTURING,)

Qualified Business Income Deduction Smart Worksheet


Completing this worksheet is only necessary if Statutory Employee (Box 13) has been checked

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and expenses will not be deducted on Schedule C (Part I, row B is not checked).

T MA
A Is this activity a qualified trade or business under Section 199A? Yes No
B QBI worksheet to report
C Specified Service Trade or Business (SSTB)? Yes No

O NO
SMART WORKSHEET FOR: Form W-2 Worksheet (HOME DEPOT USA INC)

Qualified Business Income Deduction Smart Worksheet


Completing this worksheet is only necessary if Statutory Employee (Box 13) has been checked
and expenses will not be deducted on Schedule C (Part I, row B is not checked).

A
B
C
QBI worksheet to report

opy D
Is this activity a qualified trade or business under Section 199A?

Specified Service Trade or Business (SSTB)?

SMART WORKSHEET FOR: Form 1099-R Worksheet (AMERIPRISE TRUST COMPANY)


Yes

Yes
No

No
ion C
Qualified Disaster Distribution Smart Worksheet

A If this is a Qualified Disaster distribution, indicate which year the distribution qualifies under:
2018 Disaster Distribution
2019 Disaster Distribution
t
2020 Disaster Distribution
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2020 Coronavirus-related Distribution


B Amount of Qualified Disaster distribution Entire distribution is qualified
or amount that is qualified
C Indicate amount, if any, of this Qualified Disaster distribution that was repaid before
filing the 2020 tax return Entire distribution repaid
or amount of partial repayment
are E

D If this Qualified Disaster distribution was received for the purchase or construction of a
new home and the new home was not purchased or constructed due to a qualified
disaster enter any amount repaid Entire distribution repaid
or amount of partial repayment
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GREG M & ANGELA R HYNUM 427-51-4410 14

SMART WORKSHEET FOR: Form 1099-R Worksheet (AMERIPRISE TRUST COMPANY)

Explanation Statement Smart Worksheet

If a box is checked on a line below, an explanation statement is Taxpayer Spouse


required for the situation described on that line. Highlight the
checkbox and select the help to see the required information.

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Then QuickZoom to the appropriate explanation statement.

Return of IRA contribution before due date of tax return

T MA
Return of prior year excess traditional IRA contributions

SMART WORKSHEET FOR: Form 1099-R Worksheet (GREAT WEST TRUST COMPANY LLC)

O NO
Qualified Disaster Distribution Smart Worksheet

A If this is a Qualified Disaster distribution, indicate which year the distribution qualifies under:
2018 Disaster Distribution
2019 Disaster Distribution

C
opy D
Amount of Qualified Disaster distribution
2020 Disaster Distribution
2020 Coronavirus-related Distribution
Entire distribution is qualified
or amount that is qualified
X
X

Indicate amount, if any, of this Qualified Disaster distribution that was repaid before
filing the 2020 tax return Entire distribution repaid
ion C
or amount of partial repayment
D If this Qualified Disaster distribution was received for the purchase or construction of a
new home and the new home was not purchased or constructed due to a qualified
disaster enter any amount repaid Entire distribution repaid
or amount of partial repayment
t
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SMART WORKSHEET FOR: Form 1099-R Worksheet (GREAT WEST TRUST COMPANY LLC)

Explanation Statement Smart Worksheet

If a box is checked on a line below, an explanation statement is Taxpayer Spouse


are E

required for the situation described on that line. Highlight the


checkbox and select the help to see the required information.
Then QuickZoom to the appropriate explanation statement.

Return of IRA contribution before due date of tax return


Return of prior year excess traditional IRA contributions
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GREG M & ANGELA R HYNUM 427-51-4410 15

SMART WORKSHEET FOR: Estimated Tax Worksheet

Electronic Funds Withdrawal of Estimated Tax Smart Worksheet (Electronic Filing Only)

If the client would like to pay one or more installments of estimated tax by electronic funds
withdrawal, check a box in the first column of the following table and enter bank information on the
Federal Information Worksheet.

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X Installment Number Amount Date
1 0. April 15, 2021

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2 0. June 15, 2021
3 1,500. September 15, 2021
4 1,500. January 18, 2022

QuickZoom to the Federal Information Worksheet to enter bank information

O NO
SMART WORKSHEET FOR: Estimated Tax Worksheet

Resident(s) of Guam or the U.S. Virgin Islands Smart Worksheet


A Permanent resident of Guam or U.S. Virgin Islands
B

opy D
Nonpermanent resident of Guam or U.S. Virgin Islands
t ion C
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are E
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GREG M & ANGELA R HYNUM 427-51-4410 1

Additional information from your 2020 Federal Tax Return


Electronic Filing Information Worksheet
TB266 Continuation Statement

New York

IL
North Carolina
Pennsylvania
Vermont

T MA
Wisconsin

O NO
opy D
t ion C
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are E
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