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US. individval income Taxrewn "" |2019 1040 Ferm Fling Stowe [] Single Be] Marios ting jit [] Marie fing separately (HFS) [] Head of household OH) flora nsene tn Check only FyOU checked te MFS box ere th nae at spouse. you checked he HOM or OW box, ent the his name he qualifying person is fone box. " _achid but not your dependen > "Your frat nave and mil ital astra FAT TTY BAT JOSEPH R. BIDEN JR. ijt relum, spavse’s wat name and male mila [Lastname Sponeee seca secur mE JILL T. IDEN, Tlome adefess [riber and aiaad, 1 youhave aP.O. box, see nsivucons, ‘Rpt ro. | Presidential Eleaton Campaign Ti a a as eS nd ca ouvert Ope aces DOuW eC). eae wi ou Bl spate Fergn coun name Facign poneasatcouniy Posnposaicom morn ur ean, seninrietons nd heee SiandardGapeonevancain: [] vouss a dopordant[] Yourepaine as a dopendent Deduction _[] Spouse temizes cn a soparat rotum or you wore a dusistatus alan ‘Agetindness You: fi] were bor betore January 2, 1955 [].Arebind Spouse: [El was bornbetreJanvary 2, 1985 _[] is bind ‘Dependents (see instructions): (2) Seciat scueny nummer | (3) Relationship vo you (4) equities for (208 nsiuctions (rene usin encod eat ah Sc TWopes alae ps ate Atach Fori)W2 srr to S17, 334, ‘Tacexemptintret 2a oe ne 2 Td. valid dividends 3a petrcnec MOS. [ab IRA detotons a b Toad amount ab 343. Pensions and anaes [as TST TT toate nave ad Te6, 001. Social secuty bones Cee 52,595} p Tosti anount HE 44,706. ‘Cita gan o oe) tach Schedule equed net requed, check hee >O fs Other income from Schedule 1, tine 9 Ta 8, 703~ ‘dines 1,20, 3b, 4,44, 8b, 6, an Ta. Tis your total income >[ 985,233. ‘ndistments to ncome trom Sched 1, he 22 nm ‘Surat ne Ba fom ine 7. This is your acusted gross income > [o 585255. ‘Standard deduction or itemized deductions (from Schedule A) |_9 40,496.) Ouaiedbsiass come edvton. tach Farm 8995 orFormBB8s-A| [40 Add fines 9.and 10 Ata 40,496. Taxable income, Subtract ne 11 rom ne 8 f zero or less, enter 0- A1b. 944,737. Tor 140 309 {TTA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 1 BIDEN JR., JOSEPH romtoogoi) JOSEPH R. BIDEN JR. & JILL T. BIDEN am 2 Yaa Tax Symtoms” aL Joow aL] re aL] a 287, 653] b Add Schedule 2, fine 3, and line 12a and enter the total P| 2p 287,693. 188 Chie tax ret or crc or other dependents ‘80 Add Schedule 3 he 7, and ne 2a and enter theft ore 446 Subtact ine 190 tom in 12H eo or less enter 0 “4 aT, 65 15. Other taxes, acing st omployent tax, ram Schad 2, ine 1 15 TL, 653. 16 Add lines 14 and 15. This is your total tax mie 55,346. 17 Federal income tax withheld from Forms W-2 and 1099 7 76,842. EEE UL, Other paynentsandrefundabie ces TEkpeis a Enrned income ret E10) es it F ccional ea tera Attach Sees 6612 7 SRE |e Amazon oppotunty ere rom Form 8865, ne 8 ms SEEEZ""] a schedule3, tno 14 id 5,367, {© Add Ines 18a though 18d, hose ae your toa ther payments and refundable credits | 1Be 369-382- 19° Add nes 17 and 186, hese ae you otal payments > [rs 2204 Rafand 20 tine 19 mo than io 16, subtract ne 16 tom ine 1. This the ameurt you overpaid [20 46,658. 21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here > fate 46,858. Stesamcm je Roungaunber [on 1 mete: onectina [ savines Dea Acountrumaer 22 _pmount of ne 20 ou war applied a your 020 eatmtedx 22 T ‘rvount 23 Amount you owe Sustac\ Ie 19 rom ie 16. For delais onhow to pay. seeintctions B | 23 You Owe 24 _ tae a gaa weston Sea Third Party Doyou want lbw znte peso te tan ou pd prepare aus ts eu whe RS Sxnucions [ es. Como bow: Designee owmncs me rexnietenin [] No Sefer, came De so ame pr, = ‘ncn ann Eg ncaa a Here EXECUTIVE een [TEACHER fexecie ercomaea] Bad ee rca Bar a one Preparer WALTER H DEYHLE, Pout Use Only CPA steno! Tremere erst SEP » __GELMAN, ROSENBERG & FREEDMAN i Soe BETHESDA, MD Go to wens ovFom04Dfor Warton andthe aiest riomaton ren com 2 BIDEN JR., JOSEPH SCHEDULE 1, | Additional Income and Adjustments to Income | gi Seat > AtzehoForm 0003 2019 > Go to www.irs.gov/Form1040 for instructions and the latest information. Square tio, OF SOSEPH N, BIDEN OR. & JILL 7. BIDEN stare canyon you sabe bord an oii aie ay WaNTa TION oy vidual currency? Cvs CX) no. Bart addtional Ree 1 Taxable refunds, credits, or offsets of state and local income taxes: ‘STMT. STMT 6 1 v > onesie sawn apse as 2 Surnsnooecr os} Ath neta : {ce prc fes Ach m8? ‘ Semen soteeytin pump Scapa, ais Ach Sabo aes: famncmeer fs) Atco ‘ 3 onerreone ine and enca B . » Sans ine ene oe DOT ot To Pat” Aajustrons to Income 2 Hewtnsrn ar dsc ah Fon 58 ea {S onngerpevsstrmomboe ne ke! ese ch 83 Ls 1 Gono potsnfonpoymat tn tac chee Se Let 1S Sononpnas seh SHPLE oe pre ral {2 Seferporechean rence eos = Poca woltens t toe Airy = tour 35 > 2 eterna ces San goon Bm Suantbon aces dio 2 2 Toned ssh Pom 7 a 3 sire otwong 2 Tew yeu dimes oa Etre don Fo 110 ‘nosh ete 2 Tate baponet Hoc et Noes oar toss Sie Fon OTT 3 BIDEN JR., JOSEPH sor ti anon Additional Taxes eon ran > Attach to Form 1040 or 1040-SR. Tava) shown on Form 0a OSE JOSEPH R. BIDEN JR. & JILL T. BIDEN Parti Tax (ovate > 0 to wrwirs.gov/Form1040 for instructions an! the latest Information. Tron [ 2018 sil security number 4 Atemative minimum tax, Attach Form 6251 a 2 Excess advance premium tax eredit repayment. Attach Form 8962 2 3__Add tnes 1Land 2, Enter hore and include on Form 1040 or 1040:8R, tne 126 3 v Parti Other Taxes 4 Selfemployment tax. Attach Schedule SE 4 8 Unreported social secufty and Mecicare tax rom Form: a Llara7b (laa1o s 6 Additional tax on IRAs, other qualified retirement plans, and other taxfavored accounts, Attach Form £5329 if required 6 a Household employment taxes. Attach Schecule H 7a 5,888. b Repayment of fst time homebuyer credit rom Form 6406, Attach Form 5405 it required To 8 Taxestrom: a LX] Formagsa —b LX] Formasco ¢ (J instructions; enter code(s)_SEE STATEMENT 7 5 2,765. 9 Section 965 net tax fbilty instalment from Form 965 2 40 Add ines 4 through 8. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, ine 15, 40 11,653. TRA” For Paperwork Reduction Act Notice, see your tax return instruction. 4 BIDEN JR., JOSEPH ‘Sehedule 2 (Form T040 or 1040-88) 2018 eo aeeee a Additional Credits and Payments seine may > Attach to Form 1040 or 1040-8A. Sencha > co 10 ww irs.gov/Form 040 for instructions and the latest information. Tamers shown on For 010 TOTS JOSEPH R. BIDEN JR. & JILL T. BIDEN Partl_Nonrefundable Credits (OME No. 1545-0074 2019 Sistencetie 08. T Your soca scary umber Fore tox eed, tach Form 178 rood 7 2 Crud forcha an cepndent care expenees iach For 2884 2 3) Edvaton cet fon Form 869i 9 3 4 Ratomert savigs eontuton red tach For 689 4 5 Resdenll energy ces. tlach Fem 5 5 & Omerowiteton fom: a[)3000stleacr eb] ¢ Add tines 1 through 6. Enter here and include on Form 1040 or 1040-SR, ling 130 Z 0. Pani Other Paymonts and Refundable Credits 8 2019 estimated tax payments and amount applied from 2018 return STMT 6 3 57,296 © Netprorium arc tach Form 6952 . 10. Amount pst wih request er enfesion to eins) 0 411 Excess social security and tier 1 RATA tax withheld STMT 9. 4 12,066. 12 Cred or foer tox onc tach Form 4198 mn {3 Gettstontom a []2a0. b []Reseved e Clems of] “3 14__Add lings 8 through 13, Enter here and on Form 1040 or 1040-SR, line 18d 14 3,562. THA ForPoperworkRedulion Act Note, ee yor tx eur etuctons. Shee 3 Form Tro 27 5 BIDEN JR., JOSEPH ‘SCHEDULE A Itemized Deductions wna tutor (orm 1040 or 1040-SR) av Janay 2020 > Goto wrs.gov/Schedule for instructions and the latest information > Attach fo Form 040 or 1040-SR. 2019 CLUES" 9] caution youare daiming ent quad dssseross.on Form 46, oe the structions for ine 16. Sega OT. Hara sbown on Far 105 TOSOSR our soda rear nana JOSEPH _R. BIDEN JR. & JILL T. BIDEN Medical Caution: Do rot node expenses reknourced or pald by others and 1 Medica! and dental expenses (se instructions) 1 Dental 2. Enteramount rom Form 1040 or 1040, ne 8D 2 Expenses 3 sutpiyline 2by 75% (0.075) 3 4_Subac ine @ rom ine 4, ne 3 is more than tho 1, enter 9 Te 0. Taxes You 5 state andiocal tas. Paid 1 Stats and localincome taxes or genera sles taxes, You may Include ether income taxes oF general sales taxes on ine 5, but not both you lat to nude goneral sas tas instead ctincome taxes, check histor... SEE STATEMENT 11» (—] |se|_ 94,349. b state ana local ral state taes (se instructions) sol 17, 368.| ¢ Stat anc local personal proprty taxes 5 i nes Sa tough So sa 111,717. «Enter th smaller of ned o $0,000 ($5,000 mand fing separate) so|__10, 000. © Other taxes. List type and amount SEE STATEMENT 10 6 1_Kaaines Se and 6 Tz|__10,000. Interest You 8 Home morgage infarct and pons. you dant use al of yourhome Paid morgage loans) to buy, build, orimprove yourhome, see ‘Caution: Your Instructions and check this box -O Tenge ues g Home mortgage interest and pons reported to you on Form 1096, Se imaes na instructions i imited jea|__ 15,796. suction ‘b Home mortgage interest not repered to you on Form 1088. See ‘nstuctions i ited paid othe persen from whem you bought the rome, see istuctons and show that person's name, iontying no, ane address De a © Point ot reported to you on For 1098, See nsttions for special ules ee » ( THA For Paperwork Reduction Act Notice, see the Inetructions fr Forme 7040 and 1040°SR, Schedule A (Form {040 or 4040-SA) 2079 6 BIDEN JR., JOSEPH ‘SCHEDULE B (Fox 1040 0¢ 1090-5) Interest and Ordinary Dividends > G0 to wwwirs.gov/ScheduleB fr instructions and the latest information. 2019 See so > Attach to Form 1040 or 1040-SR. Extere aOB JOSEPH R. BIDEN JR. & JILL T. BIDEN Part! “1 Listrame of payer. any interest soma sello-fnanoed mortgage and the buyer used the ‘amount Interest property as personal residence, 268 the instructions and ist this etarest fst. Aso, show that buyers social scunty number and adress Pe MANUFACTURERS AND TRADERS TRUST COMPANY 7 MASSACHUSETTS MUTUAL LIFE INSURANCE CO aa MASSACHUSETTS MUTUAL LIFE INSURANCE CO The MASSACHUSETTS MUTUAL LIFE INSURANCE CO 26. BNCBANK, NATIONAL ASSOCIATION TS. US_SENATE FEDERAL CREDIT UNION 1 30. WSFS_BANX 5 a50. MANUFACTURERS AND TRADERS TRUST COMPANY 2. Note: you HRNUFACTURERS AND TRADERS TRUST _CONPANY o ‘aon, TD_BANK 3 Fom 1096010. FROM K-1_— CELTICCAPRI CORP Taz. Stoware tm, ietthe tre sie ton ont” 2 “Aide amounts one 4 z T Ste. form 5. Excludabl intrest on series EE and | U.S, savings bonds issued afer 1869. ‘tach Fm 6815 2 4 Subtract tne 3 from line 2. Enter the result here and on Form 1040 oF 1040.SR, line 2b pls 7,546. Noter ine 4s over $1500, you must complete Part I mount Par ‘5 Ustname of payer Dividends Note: you : ‘Seshed 4 Form iieeov or Neste Etatement rom payer and enter fesranay Sincencs chown Sn that form 6 “Addie srounts on Ine 6, Enter the tla here and on Form 1040 or 10408R. ino oS. Note: ne 6 i over $1,500, you must complete Pat I Bart You must complete tis part you (a ad over $1500 of eabla terest or ordinary Ghidends: (BJ hada eas foreign account] received a dst rom, or were a grantor for awanslorer to, foreign tusk Foreign 7a At ary time during 2019, i you have a nancial interest in or signature authority over a fnanca acount (auch ‘Accounts ‘8a bank account, secures account or brokerage account cated ia foreign country? See insrtons x and Trusts 1f"Yes" ave you required to fie FinCEN Foc 14, Report ol Foreign Bank and Financial Account FEAR), Caution to repo that nancial wteeat or signature auhoety? See FinGEN Form 114 ands instructions for fing Tesured. fare gequrements and excopions to those requirements Fm ITémy —b tyouareequed to fie NCEN Fom 16, enter thna lhe froin ceutry where the franc account ‘cbstar ‘slocated > feral See outing 2018 at yu eco cnton ror ware yo te anton, or ware, frog st? BESO. woven vou may have tote Form 3520, Soo instructions x {LWA For Paperwork Reduction Act Notice see your fax return instructions. ‘Schedule B Form 1040 or 1040-3) 2015 a BIDEN JR., JOSEPH JOSEPH R. BIDEN JR. & JILL T. BIDEN ‘Caution: The INS compares amounts repared on your Tex Yetum with amounts chown on Schecuels Kt no. 6 sm2018 tase Sree 13 Poo a ST EAT TRB Part I] Income or Loss From Partnerships and S Corporations - Note: you report loss, ocove a Geirbution, depose of stock, o reclve a loan copayment om an § corporation you must check the boxn column () on ine 28 and attach the requied basis Computation, Kyou report loss from an ati actity fr which any amount ie not at sk, you must check the boxin cola (fon log 28 and attach Form 6188 (s00 instructions [7 Wroyou reporting any loss not allowed a prior yaar dua to he abrk or Basle imitations, apr yoar unallowed le ae toma, passive act f that loss was net reported on Form 8582), or unreimbursed partnership expenses? Ht you answered "Yes" fee nsiuctons bles comping fis scion Cover [no area Pee a ease Tar] gone 2B fa)Name lust lorineste| Klentificstion number ‘atoqirod | rota 7X CELTICCABRT_CORP S @ | GIACOPPA CORP 5 c D Past Taco sno Tonpasave come andLoas (g) Passive loss allowed {h) Passive income Wh Narpassive fos] (f) Section 179 expense | (k) Nonpassive income (an eemset ironies) | nscncatcres | ceases fumetortonem st] “fom Schedule Kt x 33,380. S 175,319. c D 29a Totals E 28, 703~ Tote 30 Add columns (h) and (k) of line 29a 30 228,703. 31 Adécolinna(g (and of e208 aut 7 32__ Total partnership and S corporation income or (Joss). Combine lines 20 and 31 32 228,703. Part il | Income or Loss From Estates and Trusts engine 2 (2) Name ienteton number z S Faun taco and Lone Tonpaaia noone and Love Te] Pasie deduct oon towed TaFacvencone | Te)Deluatenerices | (9 Oerncons rom (seach Form te ceed) (Brsscater’s | Soerseheationet these! a 8 ae Tae > Tota 38 Add colina) and () fine Sea 35 26 Add cours (and) fre 3b so i 57 Tota estate and ust ncome or (688 Comb ines 9 nd 38 2 [Par lV [Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder nae erescess neler [Ta Taabis income 38 (o)Nare identitatonramber [3m Sehedules One] ntloss rom {elincome fom Schedules Q, ine 3b $3 Cormpipe cots (and ory Err he ret ere and neue notion ne i bebo 2 [Pan [Summary 440 efa rental income or fos) fom Form 4695, Asa, complete He 42 below rm 41 Total income or (1088). contre tas 2,32 37, 38, anc 4. ante mde ae Seed fe YO4Dor Abe oF ouva ney PP | 44 26,703. ‘42 Reconllation farming and ishing ieame, Emer your ges ang and fishing income reported on Form 485, ne 7; Sehedul Kt Ferm 105), box 1 00eB; Schedule Ket {Form 1120'S), box 17, code AC; nd Schedule K-1 (Form 1041), box 14, cOde F jeisnetrs | 42] 43. Reconciliation for realestate professionals f you wore a val estate professional (se instructions), entrthe net income oss) you reported anyrhere ‘on Form 1040, Frm 104.SR, orFotm 1040NR from allrental eal estate actives In which you material paripated under the passive activ loss nies al ‘Schedule E (Form 1040 or 4090-SA) 2019 BIDEN JR., JOSEPH 2019 Income from Passthroughs CELTICCAPRI CORP I.D. NUMBER: TYPE: S CORPORATION ACTIVITY INFORMATION: CELTICCAPRI, CORP TRADE OR BUSINESS - MATERIAL PARTICIPATION ORDINARY INCOME (LOSS) 53,384. TOTAL NONPASSIVE INCOME (LOSS) 53,384. OTHER K-1 INFORMATION: INTEREST INCOME INVESTMENT INCOME NONDEDUCTIBLE EXPENSES SE EARNINGS SECTION 199A W-2 WAGES 9 BIDEN JR., JOSEPH 492. 492. 7a1. 112,500. 412,294. 2019 Income from Passthroughs GIACOPPA CORP I.D. NUMBER: TYPE: § CORPORATION ACTIVITY INFORMATION: GIACOPPA CORP TRADE OR BUSINESS - MATERIAL PARTICIPATION ORDINARY INCOME (LOSS) 175,319. TOTAL NONPASSIVE INCOME (LOSS) 175,319. OTHER K-1 INFORMATION: CHARITABLE CONTRIBUTIONS 10,000. 10 BIDEN JR., JOSEPH 2019 Income from Passthroughs SUMMARY OF K-1 INFORMATION FOR ALL PASSTHROUGHS OTHER K-1 INFORMATION: INTEREST INCOME 492. CHARITABLE CONTRIBUTIONS 10,000. NONDEDUCTIBLE EXPENSES 781. SE EARNINGS 112,500. INVESTMENT INTEREST EXPENSE: INVESTMENT INCOME 492. 1. BIDEN JR., JOSEPH DOES NOT APPLY 6251 Alternative Minimum Tax - Individuals coma wae cmetrstane, | Solow sora einen andthe! herman 2019 Socata oo Atco Form 1040, 0403, 180-NR Seen 92 Fara] shown on Fo 1000, T000GR TOAD Tear sal cy om JOSEPH R. BIDEN JR. & JILL T. BIDEN [Part [Aternative Minimary Taxable Income Earths amount rm Form 10! 140A, se 11, oae han two W For Tor TOO. rw ‘ov tr sue! nes an 10 of Fo 1080 105 tom of Farm TO OHO and brite abt ees han 2a a ae a nepatveacunt) 1 944,737. 20 iting Seneca 1040 or HDS etrth ne om Shwe A, oe eras etre amount tom Form 104001080, re 8 2a 10,000. b Taxetns fom Scheie 1 Frm 1040 105055) 1 orine a ¢ vestment tees expece ference between ea axa ANT) rs 4 Dope ference between regula tx ae ANT 24 Net operating tess deduction frm Schecle 1 Fom 10806 16808, na. Ener a pov amin’ [ae { Ateratvetx et operating ss deen 2 4 retro species pate sty bods avrg ian tae i 2a A Quotfed sna buses sick, soinstucone = 1 Exoeotncentie stack ops ence of AT neon ovr ogre neon) 2 J Eats ané wats amount om Stace 1 (emf), box 1, ede 41 Destin of property lteanc between AMT and regu ox goo) 2 1 Deprdaton on sts placed n service alr 100 (ference between regard AM) 21 sm Patsve aces erence between AMT ad rege texincme oro) am Lessons flerence bec AMT ade tx ame os) an © route cost tference between el toxend A) 2 Lento ora tfeere between AT ard ep tc) 2p &: Ming cots [ference batwoen regula tx and AN 2 T Reutrchan expetnertal costs tleence between eG and ANT) zt 5 income fom crn stant sls etre Jarry 1, 587 a {unghie ting costs preteence 2 3 ofterecstment, red ca based ees cstmerts 3 4 Alerntve minimum trate Income. Contin nes 1 ough arid tng separa andi is more than $733,700, see instructions.) 4 954,737. [Parti [Alternative Minimum Tax TART) Exompon you wr underage 24a een of 2OT8, ss ata) I your ing stat i ZNO ne isnot vers. THEN enter on ine Sing orhed of haved ss10%00 71700 Maria fing nyo easing widows) 1 820,800 11700 5 111,700. Marie fing separay 1000 5050 tine oer he amu haw above your fng sts, 68 ecto © suctine sfomtne fmaethan 2, goto ne 7.2 rls, ent © her anon es 78, and 11, and go to line 10 6 843,037. 7. tityou sein Fm 2865, so hatucon tthe amon to ener: ‘ityourepred captalgal atroutlon Oey on rom 180 or 1ADSR, ne you coported iad Svisonds on Fem 100 1040SR te eo ou had aga on bon ine and {ot Sema Dom 010 cr 14057 (negara fhe ANT. Hrecosan), conga 1 232,154. Portion he back andetr he amount fom ne 40 ere. « hiehoe tine 6 $194.00 ove 697400 or lee arid Sg separate), mati re Shy 208 (0.26), Ohare, may ne by 20% (28) and aubeat S2.00 (1 HB mar ing sper tom he roi 8 Aertv mnimumtas ft to cred se nstctn) . Tena minimum tax, Sublet he 8 tore 7 . SOIST {0 Add Form 180 or 104058, ne 1a nine any tx rm Form 497}, ane Sched @ Fam 1040 {1058} ne 2 Subtract fm om et an frog a ced Kam Sete 9 (Frm ON or 105A, Ira yo eed Snes our your ox on For 10 or HOS, ho 26 rte tt ta tak using Schedule J before completing this line (see instructions) 40 287,693. 11 ANT. Subwact tne 10 fom ne zero resent. Entrar and on Schade 2 Fom 180 or 1040.SA, ine 1 a oO. LHA For Paperwork Reduction Act Notice, se your tax return instructions. 12 BIDEN JR., JOSEPH Form 62512018), Fome2s1 cor JOSEPH R. BIDEN JR. & JILL 7. BIDEN age 2 Part] Tax Computation Using Maximum Capital Gains Rates Comclt Pa i ny yout ear od soby te Tb bu Fre Eanes ncone Tx Wohat he aso {2 Eerie arent fom For 25, et iyou we fing Fam 25, enter aroun rome lhe werthaet nt hstuctonsfortoa 7 2 19 Crete amar om ine 8 he Qvad Did nd atl Gan Tx Ware tw incon terfome 1ot0and 140m he anunt om bw To tw Sched O Tax Woah! me Inaction ScesaOForm 180 o O40, cheer apres ered forte AT ncaa (enter) ou eng Fom 255, ce recta fr tw anout oe 2 14 Emer teoncnt fom Shade D Form 180140 rw 1s etd orth ANT, acess) {so nsetor) you are fing arn 25, sero forthe runt eer “ 15 Iryu sot compte a Sel Tax Wrest fhe eda tv re MT, ene he art tom ine 18. Oe, add ne San 4 an eter the mal fa rad ha rect tome {Dctthe Sowa OTex Wort an fred fr te Anata you ag Fam 255, 8 Iatuen re aunt ete 1 48 rth omar oie 12 ona 15 rm 17 subtactin To tomine 12 m7 18 Hine 17 $104000 ois 697400 eras maid ng spas, iy nw 17 by 256 (220, Obani, ult ne 17 by 20 (6.2) ana stot $8988.98 mari ing eeprom theresa. Be | $B 10 enter 1 578,780 marie tng jinty or uliyng wow, 3500.75 sino mare flog spain } 1 850,750 Fred otha 20 Enurteanourt tm ne Tf the afd Oke nd Caps Gain ox Works rhe acute tre ote Schwa Tax oes uhchoe apple er oe rte ep). yo est np eter were! the odo ane ha ena. en Fo 129 AOS, fw; reverse 0 yur ing on 258, ew suc rh nn eter = 2 Sutact 20 fom ne 1 zor ns eer zt 22 Entree ow 1 ort 12 2 22 Ener tne sme ote rin 22 Toc tad a0 z 24 Subact ne 23 om Ina 22 38 28 tr 2 5404550 singe $2448 mara ng spaatey 2 * S40 80 mare tng oy orang wowed 1 541,70 head thous 20 Enortheamo ene 23 2 27 Erterthe amour om ne be Guled Oideds ad opal Gon Ta Wahas orth aunt rom ine 21 ove Shed 0 Tax Wonca chee apts gue fort ogra. Houde not Composer worahet rep tax err arnt tom or 140 TOR, ke 1H teroorles ent O- youre ing Fm 2885, sensors he are oat 2 2a ao 20 ondine27 za 2 Stat Ine 28 a oe 25a rin, oie 9 2 90 Enter the sale one 24 re 28 so 2 Mute 3007198 038) » [as 2 Ad ne 3 20 ra Wines 32 nd'2 ine eae, kilns 88 vough 2 nd go tone 8 thrice 38. 29 Sct in 32 on Ine 22 2 3 Buty ney 20% (20) > [ee He eis ee oan sp ines 3 trough 37 and go ine 38 Gtr, gt ine 3 36 Ad nes 17.0, a 3 ss 2¢ cublct no 35 tom in 2 ra BT Wty ew 20 by 298 028) > Cr 28 Ad ne 8 31,24 2037 = 29 Hine 12 104.00 rex (5740 Inari spars my nw 1 by 208 8 Chern mst ie 2b 2% (028) and subact 808 (1 HB ard ing separate tom neve | 98 4o Errtne sate ie 38 rn 3B er and on to 7. you are thg For 2555, dora ene. route 7 nstead, ev on lh worcea nh nso tron 7 “0 Fam BT OTS 13 BIDEN JR., JOSEPH SCHEDULE H Household Employment Taxes 0 no 15451974 amiowoertsnsn | FerSocl sect, Hosa Wh nae an Feden narptyrnt UTA) DOV>Q) scmtstuenusen > Altoch to Form 140, 1040-50, fO40-NR, 1008, or 144. cu" Reaneteat cote wire gowSchecue or insiuctons andthe tet information. Sora fame of enpbyer Foci ener number JOSEPH R. BIDEN JR. & JILL T. BIDEN Calendar year taxpayers having na household employees h 2019 don't have to compete this fm for 2019. [A Didyoupay any one household employes cash wages of $2,100 or more in 20197 (I any household employee was your spouse, your chi Lun ag 21, your parent, of anyone under age 18, s99 tho ne A instructions before you answer this question) [] Yes. Skip tines 8 and C and go to fn 1. No. Gotoline 6. 1B Did you withhold fedora income tax during 2018 for any household employee? 1 Yes. skip tne @ and goto tne 7 5 No. Gototine &. (© Did you pay total cash wages of $1,000 oF more in any calendar quarter of 2018 or 2019 to all household employees? (Don't count cash wages pal in 2018 or 2019 to your spcuse, your chil underage 21, or your parent) [2 No. stop. Don't file this schedule, 71 Yes. Skip tines 1-9 and go te tine 40. ‘Social Security, Medicare, and Federal Income Taxes 41 Total cash wages subject to social socurty tax 1 57,393. 2 Social sscurty tax. Multiply ne # by 12.4% (0.124) 2 eis 8 Total cash wages subject to Mecicars tax 3 57,393. 4 Mocicare tox. Mutiply line 3 by 2.0% (0.020, 4 1,664. 15 Total cash wages subject to Adltiona Mecicare Tax withhoting| 5 {6 Actonl Medicare Tax withholding, Mutipiy ine 5 by 0.2% (0.009) 6 7. Faderal income tax wine, any 1 {8 Total socio! security, Medicare, and federal income taxes. Ad nes 2 4, 6, and 7 5 8,781. 18 id you pay total cash wages of $1,000 or mare in any calandar quarter of 2018 oF 2019 tall housshold employees? (Don't count cash wages pad 2018 oF 2019 to your spouse, your chil underage 21, or your parent) Tino. Stop. inciude the amount from line 8 above on Schedule 2 (Form 1040 or 1040.SR}, ine 7a. If you're not required to fle Farm 1040 10405, see the line 9 instructions. CEE] ves. Goto tine 10, THA For Privacy Aet and Paperwork Reduction Act Notice, the instructions ‘Sevele H (Form 1040 or 140-58) 2090 14 BIDEN JR., JOSEPH simanifom ewe wos JOSEPH R. BIDEN JR. & JILL T. BIDEN rom 2 Part | Federal Unemployment (FUTA) Tax Yer] Wo 40 Di you pay unemployment contrbutions fo only one state? Ifyou paid contabutions toa ered reduction state see instructions and chock *No." ox 11. Did youpay all state unemployment contrbution fr 2019 by Aprl 1, 20207 Fiscal year fers, see instructions [x 42 Were all wages that ar taxable for FUTA tax als taxable for your state's unemployment tax? ras Next If you checkod the "Yes" box onal he ines above, complete Section A. I you checked the *No™ box on any ofthe snes above, skip Section and complete Section B. ‘Section A 18 Name ofthe sale where you paid unemployment contibutions > DE 14 Contributions paid to your state unemployment fund “ 89, 45: Total cash wages subject fo FUTA tax 15 17,835. 46 FUTA tox. Mull line 15 by 0.6% (0.000) Enter the rau hero ship Secon B, and go to tne 25, 16 107. jection B [77 Gorpplte al columns below thal apply Uf you need more space, see nstrtions} | ido ae EE] sancacen | snnctroeo | saute n oe J a me J vet” | esi, | eymee 18 Totals 16 49. Add colurms(g) nd (of tne 18 19 20 Tota cash wages subject to FUTA tax (ee the line 15 instructions) ———— 24 Multiply ne 20 by 6.05 (0.060) 24 22 Mull ie 20 by 5.4% (0,054) 2 23 Enterthe smaller fine 19 or ine 2 {ityau paid state unemployment contsbutins lle oF youre in a eect reduction state, see structions ‘and check here) Ol 24 FUTA tox, Subtract ine 23 from ne 21 Enter the result hee and goto ne 25, 24 [Part ir] Total Household Employment Taxes 25 Enter the amount from Ine @, I you checked the "Yes" boxon ina Gof page T, enter 2 eer. 26-/Ada ine 16 (orf 24) and ine 25 25 3,888. 27 Are you requires ta fe Form 1040 6 1040.58? EK] Yes. Stop. include the amount from tne 26 above on Schedule 2 (Form 1040 ar 1040:SR), line 7a. Don't complete Part IV below, [J No._You may have ta complete Part IV. Se0 instructions for det [Pat Wy] Ratdross and Signature - compe his pat only requ. Soo ha ine 7 Rebactons So ene Te Pra erent — Tae aaa oa ae ane a a Miah eace veoh anil Lob pays orooyeesDokaaione enw an re ona ,. \ mom a Print/Type pre Preparers signature Date ‘check [PIN al a employed Preparer [imenane Fes EIN Use Only Firm's adress Phone ne ‘Sehedte H (Form 140 0 1040-88) 2070 15 BIDEN JR., JOSEPH com 8959 Additional Medicare Tax D1 nye doos not appt you, lave lank. See separate instuctions Spent may D Atach to Form 140, 040-5, 185: 1HO-PR, oF OHSS. InsravRevenn Se D> Go to wvw.irs.gov/Form8959 for instructions andthe Itest information, 2019 Name(s) shown on roturn [Your social security umber JOSEPH R. BIDEN JR. & JILL T. BIDEN Partl Additional Medicare Tax on Medicare Wages 1) Medicare wages and tips from Form W2, box. you have mors than one Form W2, enter the total of the amounts fom box 5 4 526,163. 22 Unveparte tins om Form 4137, ne 6 2 3 Wiages from Form 8919, ne 2 4 Aad lines 1 through 3 4 526,163. Enter the folowing amount for your lig status Mari fling jay $250,000 Maria fing separately 125,000 ‘Single, Head of household, or Qusliying widower) 200.000 |_s. 250,000, 6 Subtract ne 5 fom ine 4. zero or less, enter 6 276,163. 17 Aadiional Medicare Tax on Macca wages, Muy ine 6 by 0.93 (0.009) Enter here and go to Pert z 2,485. Part It_~Additional Medicare Tax on Self-Employment Income '8Selferpoyiment income from Schedule SE (Form O40 or 1040°SF, Section A. foe 4, oF action 8, ine 6 you hed a loss, enter (Form 1040.PR or 4040.85 ter, se0 nstructions) a 9 Enter the folowing amount for your fing status Marted fling jy $250,000, Maried fling separately $125,000 Single, Head of household, or Quasiying widow) 200.000 |_9. 40. Entec the amaunt fom tine 4 10 11. Subtract ine 10 romfine 9.260 or fs, enter rT] 42. Subiract ne 11 famine 8. If zero els, entar-0 2 48. Additonal Medicare Tax cn se'empioyment Income Mutply ino 12 by 0.9% (0.009. Enter here anc goto Parti 19 Part Ill__Additional Medicare Tax on Railroad Retirement Tax Act (RRTA) Compensation. “4 Rairoad retirement (RATA) compensation and tips from Form(s) W-2, box 14 (e0e instructions) 4 15. Enter he olewing amount for your ling status Manied fig fitly $250,000 Maried fing separately $125,000 Singo, Head of housahold, o Qualiying widower 200.000 Lis 46 Subtract te 16 from line 14, 2220 orles, enter 0 16 47 Additional Medicare Taxon rairoasretrement (ARTA) compensation. Mutiny Ine 16 by 0.9% (0.009, Enter here an go to Part a Part IV_Total Additional Medicare Tax 48 Add ines 7,13, and 17. Also inhide thi amount an Schedule (Form 1080 or 1O40A), ne B (check | ox a Form 1040 NR, 1040-PR, or 1040S Hers, ge instructions, and goto Par V 8 2,485. Part V__ Withholding Reconciliation. "18 Mecicare tax witha trom Farm W/2, box 6: you have more than one Form W.2, enter the total of ho amounts from box 6 10 7,629. 20, Entr the amount fom fine t 20. 526,163. 24 Multiply ine 20 by 1.45% (0.0145). Thies your gular Mecicare tax swtholding on Mecicare wages 2 7,629. 22. Subtract ine 21 from ine 19. zo or less, enter 0. This is your Adon Meare Tax withholding on Medicare wages 22 0. 23 Additional Medicare Tax withholding on raiload retirement ATA) compensation from Form W2, Box 14 (see instructions) 2 24 Total Additonal Medicare Tax withholding, Add lines 22 and 23, Also Include tis amount with federal income tax withholding on Form 1040 or 1040:SR, Ine 17 (Frm TOAONA, 1040-PR, or 4040S fers, soe nstuctions Ea LHA. For Paperwork Reduction Act Notice, see your tax return instructions, Form 6959 2079) 16 BIDEN JR., JOSEPH 8960 Net Investment Income Tax - jouer Se toa Individuals, Estates, and Trusts 2019 oo Attach to your tax roturn. ae ‘ce 6) Go to wirs.gow/FormG960 for instructions andthe latest information, Seah 72, ‘Name(s shown on your tax eure "Your socil security number or EIN JOSEPH R. BIDEN JR. & JILL T. BIDEN Partl Investment Income [1 Section 6072(q election fs netrocions) TE) section 60131) lection (see instructions) [1 regulations section 1.1411-10(g) election (500 instructions) 7 Toxable interest oes nstructins) z 7,546. 2 Ordinary evidends (¢08 structions} 2 3 Annuities (90 instructions) 2 ‘4a Real real esate royatis, partnerships, S corporations, rust, ‘c.f Instructions) 4a 228,703.) b_Aduetment fr net income ot loss Garived inthe ordinary course of ‘anon-section 1411 trade or business (see instuctions) STATEMENT 13 |a»| 228,703. © Combine nes 4a ana ao 4c o. 5a Net gin or lose trom eispestton of property (se instructions) 5a 'b_ Net gan orloes fram alsin of property that snot subject to ‘net investment income tax (see instructions) 5 © Adjustment from eispositon of parnership interest oS corporation stock (se instructions) Se © Combine tea 5a though Se 5 {6 Adjustments to westment income for certain CFCs and PFIOs (ee instructions) 6 7 Other modifications to investment income (see instructions) SEE STATEMENT 14” [7 Tas. 8 _Tolalinvestment income, Combine ines 1, 2,3, £6, 54,6, 0nd 7 5 7734. Part ll__Investment Expenses Allocable to Investment Income and Modifications. ‘98 Investment interest expenses (oe instructions) 9a, 'b_ Stato, local, and forsign income tax (gee instructions) ry 360, ‘© Miscellaneous investment expenses see instructions) 9 Add Enes 9a, 8b, and 86 9 360. 10 Adcitional mocfeaions (oe instrtions) +0 11 Total deductions and mosiications. Add lines 94 and 10 at 360. Part Ill Tax Computation. “42 Nef ivestrment income. Subtract Part na 1, rom Part no 6. Indidual, compote Snes 19:17, Estates and trusts, complete ines 18821. zero orles, enter [22 | 7,374. 412. Modified adjusted gross income ee instructions) 18 14 Tveshold based on fing status (soe instructions) 4 45 Subtract ine 14 fom ine 13. 260 ores, enter 0 15 16 _Entorthe smal of no 12 rn 15, 7,374. 47 Netinvestmant income tax for individuals, Multiply ine 16 by 3.836 (036) Enter here and Include on your tax return (se instructions) fia 280. Estates and Trusts: 4188 Net investment income (ine 12 above) 182 'b Deductions for dletibuione of net investment income anc deductions under section 642(c) (se instructions) 190 © Undlatroutec net investment income. Subtract Ine 18b rom 18a (see instructions) 20 oc less, enter & tee 19a Adjustes gross income (sve structions) "93, ‘highest tax bracket for estates and trusts forthe year (see ‘notructins) 190, Subtract ne 19b fom tne Toa. zero ores, enter “96. 20. Enter tha small of ie 180 or ine 19 20 21 Net investment income tax fr estates and busts. Multiply ino 20 by 8.8% (0.038) Enter here fond include on your tax etuen (se instructions) 21 THA For Paperwork Reduction Act Notice, see your fax return instructions. Form 8960 2079) 17 BIDEN JR., JOSEPH Net Investment Income Tax - vom 8960 Individuals, Estates, and Trusts DELAWARE - TAXPAYER 2019 Nanete ‘Your socal security umber or EIN SOSEPH R. BIDEN JR. Part! Investment Income [—] Secioncovag)abcton |_naguntons scion 11411106) elacton 7 Tavabi ert Form 1040, nw Ba oF Form 108, ne 1) 7 ToT 2 Orcnary dividends (Form 100, ine Be; 0 Farm 104%, ne 2a) 2 3 Armutie fom nonquaifed pans 2 ‘4a Renal realestate, royalties, partnerships, S corporations, ust ete, Form 104, Ine 17; or Ferm 104 Be 8) 4 53,384, bb Adhstmentfornet name ors dered in he onary couse of ‘ronson 141 ade business | -53,384, © Combine ies 4a and a se 2 Net gn ors tom espealon of property fon Frm 1040, combine ines 19 and 140 om Form 1081, combine res 4 and 7 so bb Wot anoles tom cepoion of propery tat ot subject netnvesiment ome tox a stment tom deposton of partership rest oS corporation stock se Combine nes Sa rough ss 6 Changes nvestment come for cata GFCs and PFIGS 6 7 Othermodetions to evestment income z 8 Total investment income. Combine lines 1,29, 46, 54,,and 7 s Ti07 Part Slate Income Tax Pro-ration for 2019 Income Tax Payments 9 Slate totalheome o[_aay a5, 40. Stateincome tax payments for 2019 Ske STATRMENT 15 [40 15,241. 412019 state income tax payments attributable to investment income, ine 6 divided by line 9 times ine 10 a4 38. Part Ill State Income Tax Pro-ration for 2018 Estimate Payments Made in 2019 12 Stato esirate payments or 2018 125, 000. 18 Percent of tate income taxes attbutaie investment income for 2018 1a [-004080_ 14 2018 state estate payments alvrbutabl to invostnent income Line 12 tines lew 13 rn 310. Part IV State Income Tax Pro-ration for Balance of Prior Yoars Tax Plus Extension Payments Paid in 2019 48 Balance of por years tax plus extension payments plain 2019, 5 46 Peroont of state income taxes attibutable to investment income for 2018 16 004080 {17__ Balance of prior years tax and extension payments stibutabl to investment income Line 15 tines ne 16 | 7 Part V__ Reduction of State Tax Deduction 48 Reduction of state tax deduction ean 6, 2184 19 Percent of state income texas attibutabe to iwestment income fr 2018. 19 7004080 20 _ Roduction of state tax deduction attibutabo to nvestment neome, Line 18 times line 19 oT 107; Part Vi_ Total State Income Tax Payments Attributable to investment Income: ZA_Gomine ines 11, 14, 17 and 20, Carry o Form 8960, Line 3 Worksheet, Part I ine 2 Tail aa. 17.3 BIDEN JR., JOSEPH Form 8960 (2079) JOSEPH R. BIDEN JR. & JILL T. BIDEN FORM 1040 WAGES RECEIVED AND TAKES WITHHELD STATEMENT = 1 FEDERAL STATE CITY . AMOUNT TAX TAX SDI FICA MEDICARE S EMPLOYER'S NAME PAID WITHHELD WITHHELD TAX W/H TAX TAK $§ NORTHERN VIRGINIA COMMUNITY CO OFFICE OF THE CONTROLLER 73,286. 9,882, 3,608. 5,091. 1,191. T TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 135,116. 29,075. 8,399. 8,240, 1,959. ‘ CELTICCAPRI CORP 112,500. 21,191. 6,842. 6,975, 1,631. S GIACOPPA CORP 196,432. 185,343. 8,240. 2,848. TOTALS 517,334. 245,491. 18,849. 28,546. 7,629 FORM 1040 IRA DISTRIBUTIONS STATEMENT = 2 GRoss NAME OF PAYER DISTRIBUTION TAXABLE AMOUNT WELLS FARGO CLEARING 943. 943. TOTAL TO FORM 1040, LINES 4A AND 4B 943. 943. 18 STATEMENT(S) 1, 2 BIDEN JR., JOSEPH JOSEPH R. BIDEN JR. & JILL T. BIDEN FORM 1040 PENSIONS AND ANNUITIES STATEMENT 3 OFFICE OF PENSIONS AMOUNT RECEIVED THIS YEAR NONTAXABLE AMOUNT CAPITAL GAIN DISTRIBUTION REPORTED ON SCH D OFFICE OF PERSONNEL MANAGEMENT AMOUNT RECEIVED THIS YEAR NONTAXABLE AMOUNT CAPITAL GAIN DISTRIBUTION REPORTED ON SCH D TOTAL INCLUDED IN FORM 1040, LINE 4D 19 BIDEN UR., 3 16 JOSEPH 3,291. 169. 0,908. 8,029. 33,122. 152,879. 186,001. STATEMENT (S) 3 JOSEPH R. BIDEN JR. & JILL T. BIDEN FORM 1040 SOCIAL SECURITY BENEFITS WORKSHEET STATEMENT 4 CHECK ONLY ONE BOX: A. SINGLE, HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER) XB. MARRIED FILING JOINTLY C. MARRIED FILING SEPARATELY AND LIVED WITH YOUR SPOUSE AT ANY TIME DURING 2019 D. MARRIED PILING SEPARATELY AND LIVED APART FROM YOUR SPOUSE FOR ALL OF 2019 1. ENTER THE TOTAL AMOUNT FROM BOX 5 OF ALL YOUR FORMS SSA-1099 AND RRB-1099. ALSO, ENTER THIS AMOUNT ON FORM 1040, LINE 5A 52,595. IF YOU CHECKED BOX B: TAXPAYER AMOUNT 35,069. SPOUSE AMOUNT 17,526. 2, MULTIPLY LINE 1 BY 50% (0.50) 26,298. 3. ADD THE AMOUNTS ON FORM 1040, LINES 1, 2A, 2B, 3B, 4B, 4D, 6 AND SCHEDULE 1, LINE 9. IF FILING FORM 6815, DON'T INCLUDE THE AMOUNT FROM LINE 2B. INSTEAD, USE THE AMOUNT FROM SCHEDULE B, LINE 2. DO NOT INCLUDE ANY AMOUNTS FROM BOX 5 OF FORMS SSA-1099 OR RRB-1099 940,527. 4, ENTER THE AMOUNT OF ANY EXCLUSIONS FROM FOREIGN EARNED INCOME, FOREIGN HOUSING, INCOME FROM U.S. POSSESSIONS, OR INCOME FROM PUERTO RICO BY BONA FIDE RESIDENTS OF PUERTO RICO THAT YOU CLAIMED 5. ADD LINES 2, 3, AND 4 966,825. 6. ADD THE AMOUNTS ON SCHEDULE 1, LINES 10 THROUGH LINE 19, AND ANY WRITE-IN ADJUSTMENTS YOU ENTERED ON THE DOTTED LINE NEXT TO SCHEDULE 1, LINE 22 oO. 7. SUBTRACT LINE 6 FROM LINE 5 966,825. 8. ENTER: $25,000 IF YOU CHECKED BOX A OR D, OR $32,000 IF YOU CHECKED BOX B, OR $-0- IF YOU CHECKED BOX C 32,000. 9. IS THE AMOUNT ON LINE 8 LESS THAN THE AMOUNT ON LINE 7? [ ] NO. STOP. NONE OF YOUR SOCIAL SECURITY BENEFITS ARE TAXABLE. ENTER -0- ON FORM 1040, LINE 5B. IF YOU ARE MARRIED FILING SEPARATELY AND YOU LIVED APART FROM YOUR SPOUSE FOR ALL OF 2019, BE SURE YOU ENTERED ‘D' TO THE RIGHT OF THE WORD "BENEFITS" ON LINE SA. [X] YES. SUBTRACT LINE 8 FROM LINE 7 934,825. 10. ENTER $9,000 IF YOU CHECKED BOX A OR D, §12,000 IF YOU CHECKED BOX B §-0- IF YOU CHECKED BOX C 12,000. 11. SUBTRACT LINE 10 FROM LINE 9. IF ZERO OR LESS, ENTER -0- 922,825. 12. ENTER THE SMALLER OF LINE 9 OR LINE 10 12,000. 13. ENTER ONE HALF OF LINE 12 6,000. 14. ENTER THE SMALLER OF LINE 2 OR LINE 13 6,000. 15. MULTIPLY LINE 11 BY 85% (.85). IF LINE 11 IS ZERO, ENTER 784,401. 16. ADD LINES 14 AND 15 790,401. 17, MULTIPLY LINE 1 BY 85% (.85) 44,706. 18. TAXABLE BENEFITS. ENTER THE SMALLER OF LINE 16 OR LINE 17 44,706. * ALSO ENTER THIS AMOUNT ON FORM 1040, LINE 5B 20 STATEMENT(S) 4 BIDEN JR., JOSEPH JOSEPH R. BIDEN JR. & JILL T. BIDEN SCHEDULE 1 STATE AND LOCAL INCOME TAX REFUNDS STATEMENT 5 2018 2017 2016 DELAWARE GROSS STATE/LOCAL INC TAX REFUNDS 100,123. LESS: TAX PAID IN FOLLOWING YEAR 52,437. NET TAX REFUNDS DELAWARE 47,686. MASSACHUSETTS GROSS STATE/LOCAL INC TAK REFUNDS 2,773. LESS: TAX PAID IN FOLLOWING YEAR NET TAX REFUNDS MASSACHUSETTS 2,773. VIRGINIA GROSS STATE/LOCAL INC TAX REFUNDS 588. LESS: TAX PAID IN FOLLOWING YEAR NET TAX REFUNDS VIRGINIA 588. TOTAL NET TAX REFUNDS 51,047 a1 BIDEN JR., JOSEPH STATEMENT(S) 5 JOSEPH R. BIDEN JR. & JILL T. BIDEN SCHEDULE 1 TAXABLE STATE AND LOCAL INCOME TAX REFUNDS STATEMENT 6 2018 NET TAX REFUNDS FROM STATE AND LOCAL INCOME TAX REFUNDS STMT. 51,047. LESS:REFUNDS-NO BENEFIT DUE TO AMT -SALES TAX BENEFIT REDUCTION 1 NET REFUNDS FOR RECALCULATION 51,047. 2 AMOUNT FROM PRIOR YEAR SCHEDULE A, LINE 5E 10,000. 3. TOTAL OF PRIOR YEAR SCHEDULE A, LINES 5B AND 5C 17,022. 4 SUBTRACT LINE 3 PROM LINE 2 IF ZERO OR LESS, STOP HERE -7,022. NONE OF YOUR REFUND IS TAXABLE 5 ENTER THE STATE AND LOCAL INCOME TAXES FROM PRIOR YEAR SCHEDULE A, LINE 5A 6 ENTER THE AMOUNT FROM LINE 1 7 SUBTRACT LINE 6 FROM LINE 5 8 ADD LINE 7 TO LINE 3 9 SUBTRACT LINE 8 FROM LINE 2 10 ENTER THE LESSER OF LINE 4, LINE 6 OR LINE 9. IF ZERO OR LESS, STOP HERE. NONE OF YOUR REFUND IS TAKABLE. IF GREATER THAN ZERO, PROCEED TO LINE 11 11 ALLOWABLE PRIOR YEAR ITEMIZED DEDUCTIONS 12 ENTER YOUR PRIOR YEAR STANDARD DEDUCTION 13 SUBTRACT LINE 12 FROM LINE 11 14 ENTER THE SMALLER OF LINE 10 OR LINE 13. 15 PRIOR YEAR TAXABLE INCOME 16 AMOUNT TO INCLUDE ON SCHEDULE 1, LINE 1 * IF LINE 15 IS -0- OR MORE, USE AMOUNT FROM LINE 14 * IF LINE 15 IS A NEGATIVE AMOUNT, NET LINES 14 AND 15 TOTAL TO SCHEDULE 1, LINE 1 (IF PRIOR YEAR REFUNDS, AMOUNT IS INCLUDED WITH STATEMENT SHOWING PRIOR YEAR REFUNDS) 22 STATEMENT(S) 6 BIDEN JR., JOSEPH JOSEPH R. BIDEN JR. & JILL T. BIDEN SCHEDULE 2 OTHER TAXES STATEMENT 7 DESCRIPTION AMOUNT FROM FORM 8959 2,485. FROM FORM 8960 280. TOTAL TO SCHEDULE 2, LINE 8 2,765. SCHEDULE 3 CURRENT YEAR ESTIMATES AND STATEMENT 8 AMOUNT APPLIED FROM PREVIOUS YEAR DESCRIPTION AMOUNT 47H QTR ESTIMATE PAYMENT - JOINT 35,000. PRIOR YEAR OVERPAYMENT APPLIED - JOINT 22,296. TOTAL TO SCHEDULE 3, LINE 8 57,296 23 STATEMENT(S) 7, 8 BIDEN JR., JOSEPH JOSEPH R. BIDEN JR. & JILL T. BIDEN SCHEDULE 3 EXCESS SOCIAL SECURITY TAX WORKSHEET STATEMENT 9 TAXPAYER SPOUSE 1. ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORE THAN $8,239.80 FOR EACH EMPLOYER (THIS TAX SHOULD BE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THE TOTAL HERE 15,215. 13,331. 2. ENTER ANY UNCOLLECTED SOCIAL SECURITY TAX ON TIPS OR GROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ON SCHEDULE 2, LINE 8 3. ADD LINES 1 AND 2 15,215. 13,331. 4. SOCIAL SECURITY TAX LIMIT 8,240. 8,240. 5. SUBTRACT LINE 4 FROM LINE 3. EXCESS SOCIAL SECURITY —————-—— "AX INCLUDED IN SCHEDULE 3, LINE 11. 6,975. 5,091. SCHEDULE A OTHER TAXES STATEMENT 10 DESCRIPTION AMOUNT oO. o. TOTAL TO SCHEDULE A, LINE 6 SCHEDULE A STATE AND LOCAL INCOME TAXES STATEMENT 11 DESCRIPTION AMOUNT OFFICE OF PENSIONS 615. NORTHERN VIRGINIA COMMUNITY CO OFFICE OF THE CONTROLLER 3,608. TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 8,399. CELTICCAPRI CORP 6,842. CA STATE TAX PAYMENTS 2,322. DELAWARE PRIOR YEAR ESTIMATE PAYMENTS - TAXPAYER 125,000. REDUCTION OF STATE TAX DEDUCTION ~ STATE REFUNDS -52,437. TOTAL TO SCHEDULE A, LINE 5A 94,349 24 STATEMENT(S) 9, 10, 11 BIDEN JR., JOSEPH JOSEPH R. BIDEN JR. & JILL T. BIDEN SCHEDULE A CASH CONTRIBUTIONS STATEMENT 12 AMOUNT AMOUNT AMOUNT DESCRIPTION 100% LIMIT 60% LIMIT 30% LIMIT NORTHERN VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC. 1,200. ST. JOSEPH ON THE BRANDYWINE 2,000. WESTMINSTER PRESBYTERIAN CHURCH 1,500. FROM K-1 - GIACOPPA CORP 10,000. SUBTOTALS 14,700. TOTAL TO SCHEDULE A, LINE 11 14,700. FORM 8960 TRADE OR BUSINESS INCOME STATEMENT 13 CELTICCAPRI, CORP -53, 364. GIACOPPA CORP -175, 319. AMOUNT TO FORM 8960, LINE 4B 228,703. FORM 8960 OTHER MODIFICATIONS TO INVESTMENT INCOME STATEMENT 14 AMOUNT FROM LINE 7 WORKSHERT, LINE 13 FOR DE 188. TOTAL RECOVERY OF PRIOR YEAR FORM 8960, LINE 9B 188. 188. AMOUNT TO FORM 8960, LINE 7 1g. | FORM 8960 STATE INCOME TAX PAYMENTS STATEMENT 15 DELAWARE DESCRIPTION AMOUNT TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 8,399. CELTICCAPRI CORP 6,842. TOTAL TO STATE FORM 8960, LINE 10 15,241. 25 STATEMENT(S) 12, 13, 14, 15 BIDEN JR., JOSEPH [ATTACH LABEL HERE STAPLE W2 FORMS: STAPLE CHECK HERE DELAWARE INDIVIDUAL RESIDENT 2019 R INCOME TAX RETURN DO NOT WRITE OR STAPLE IN THIS AREA FORM 200-01 BIDEN JR. JOSEPH R. BIDEN omL 9. cy se arouse Flume STATUS (MUST CHECK ONE) 1 Ramagyerss Hamererimasserae feta site eet “cg, Mette fincents anno ‘Column is for Spouse information Filng Status 4 only Allother ling statuses use Column B. Cokin A Column 8 “PMDELAWARE ADUSTED GROSS NGOME. tegnseenentgn. ea sr retrentonurestiae BE! 72098 143429 2 youd be aang Stan PeDUGTON tre you eet the DELAWARE ITEMIZED DEDUCTIONS check ere b. Fig Statuses 1, 2,3 and 6, ener itemized dedton rom Page 2, Lne 48h Colum Fling Status 4 err tamzed deductions rom Page 2, Line 48m Columns And B 2 25248 15248 5 amon, tango OEDUTIONS a. Auan ih med Dunst ntcen) ounnA-tSPOUS wa 8 om een 4, TOTAL DEDUCTIONS Acid ine 28 9 and entorhre «25248 15248 TAXABLE INCOME” Subtract Line om Line 1, Comput Taxon tis srurt 8 446850 428181 6. Tax Liability from Tax Rate Table/Schedule a saan See Instructions: 28476 27243 6 7. Tax on Lump Sum Distribution (Form 320) 7 8. TOTAL TAX Add Lines 6 and 7 and enter here pe 28476 27243 8a, PERSONAL CREDITS ciate ett apcat con htcbrs naa Cairn, ee rntreourere 2 x30 oa 110 320 Onno err re nurbe’ of exenaicnstor, CokmmA 1 Coun} 9b. CHECK BOX(ES) Spouse 60 or over(Colirm.A) K Sal 60 rover (Cohn 8) K Seemed deel 2 $10 rs 110 110 10, avngonay Snes VR (Mastatah copy of DE Shee Lander sateen). 10 3514 18. Vol Fetter Co#- Spouse eaten seta 8 Enter ret amt 1 12. Other Non-Refundable Credits (see instructions) wz 1. Ghild Gare Crit. Must attach Form 2441. (Entor S0% of Federal rest) 13 14. Earned income Tax Credit See insrutions on Page Bor ALL required documentation 14 15. Tota Non etundable Cres. Add Lines 9, 8b, 10,11, 12,198 14 andentorhere 1S 3734 20 46, BALANCE. Subtract Line 15 from Line 6. If Line 15 is greater than Line 8, enter "0" (Zero) 16 24742 27023 17. aware Tax Whe (Attach Was/Y0885) 615 152417 18, Estimated Tax Paid & Payments with Extensions 22500 22500 18 19. cop Payments and Reuse Bshess Ces 9 20, capa Gan Tax Pyrat (A Form 409) 20 2, TOTAL etundabl Gedts, Add Unes 17,18, 19, and 20 adeno here he 23115 37741 22. BALANCE DUE. Ln 16 enter an Lin, saat 2 om 1 an ener e hee 1627 2a, OVERPAYMENT. Ine 2 reser than oe 16, subrat 1m 21 ardent bre os 10718 tu. CONTRIBUTIONS TO SPECIAL FUNDS I sling a conibton complete and ataeh DE Sede Il. 24 25. AMOUNT OF LINE 22 TO APPLIED TO 2020 ESTIMATED TAX ACCOUNT ENTER b 25 28. PENAL abo TEREST DUE Ne 2 gut SD.ag inaction ENTER > 2 27. NET SALA For Sing Satu see nsrucons, page 7 Fal ater ing statuses, enter ine 28 pus Lies 24 a8 26 PAY INFULL P 2 28, NET REFUND (Por Fling Status 4, see instructions, page 9). ZERO DUE/TO BE REFUNDED D> 28 9091, Fora otha fing state, subirset ches 24,25, ane 26 rom Line 28 F 2019 R DELAWARE RESIDENT FORM 200-01, PAGE 2 Page 2 ql ‘COLUMNS: Column Ais reserved forthe spouse of those couples choosing fling status 4 (Reconcie your Federal totals to the appropriate incvidus See workehest) Taxpayers using fling statuses 1,2, 3, or 5 are to complete Column B ony. Ting Stun 4 ONLY | Avoter ing sates Spouse infomation Your You ps Spvse| MODIFICATIONS TO FEDERAL ADJUSTED GROSS INCOME COLUMN conus ‘SECTION A - ADDITIONS (+) 28. tor Fedacal AGI amount om Federal 1080 za 499495 485738 30, intrest on State & Local oigations other than Delaware 30 31, Fduclary adlustment, ll depletion at 32, TOTAL-Add Lines 30 and 31 3 93, Sublotal Add Lines 29 ana 32 499495 495738 33 SECTION - SUBTRACTIONS (-) 4, Interest ecelved on US. Odigations 3a 5. Peneion/Retrement Exclusions (For a definition of eligible income, see instructions) 3512500 12500 38. Delaware Stato tax refund, fiduciary adjustment, work opportunity tax cred, Deleware NOL carry foward please soe instructions 36 237. Taxable Sco Seo/RR Retirement Banafte/Higher Educ. Exclerlah Lump Sum Dist. Seeinstr) 37 «14897 29809 38, SUBTOTAL Add Lines 34,35, 36 and 37, and entorhero STMT..2.... 8 27397 42309 ‘39, Subtotal. Subtract Line 38 from Line 33 472098 443429 30 40, Exchision for cartain pareons 60 and over or cisabled (See instructions) 40 41, TOTAL Add Lines 8 and 40 a 27397 42309 42, DELAWARE ADJUSTED GROSS INCOME. SubtastLin 41 fom Line 38. tw neeardantage ures 42 472098 443429 ‘SECTION C - ITEMIZED DEDUCTIONS (MUST ATTACH DELAWARE SCHEDULE A) If columns A and B are used and you are Unable to specially allocate deductions between spouses, You must prorate in accordance with income, 43, Enter totalilemized Deduction rom Delaware Schedule A (PITASA) a 25248 15248 44, Enter Fraign Taxos Paid (S00 nstrvtions) 4 45. Enter Chatable Mieage Deduction (See instructions) 48 4G, SUBTOTAL Add Lines 43,44, and 45 nd enter hero 4 25248 15248 447, Enter Form 700 Tax Gredt Adjustment (Soe instructions) 47 48, TOTAL - Subtact Line 47 fom Line 48. Enterhore and on Page 1, Line 2 (See instr) 4a 25248 15248 SECTION D - DIRECT DEPOSIT INFORMATION If you would ike your refund deposited crcty to your checking or savings account, complete boxes a,b, ¢ add below. See instructions for tars 1 Routing Mumba b type: cheating sninge Juris adjusted by $100.00 oF more, a paper check willbe issued and mailed to the addross on your return, ‘BE SURE TO SIGN YOUR RETURN BELOW AND KEEP A COPY FOR YOUR RECORDS NOTE: It your Spouse's Signs Wbgntercansnasrasn) Oat aeons ome Phone Busness Prone ow sae uP BALANCE DUE W/PAYMENT ENCLOSED (LINE 27}: REFUND [LINE 26). ALL OTHER RETURNS: DELAWARE DIVISION OF REVENUE DELAWARE DIVISION OF REVENUE DELAWARE DIVISION OF REVENUE P.O, BOX S08 P.0.B0xe710 .0.80K8711 WILMINGTON, OE 19899-0508 WILMINGTON, DE 198998710 WILMINGTON, DE 1989986711 MAKE CHECK PAYABLE TO: DELAWARE DIVISION OF REVENUE PLEASE REMEMBER TO ATTACH APPROPRIATE SUPPORTING SCHEDULES WHEN FILING YOUR RETURN L (ov 20191125) i F 2019 R DELAWARE RESIDENT SCHEDULES Schedule q ames: ‘Social Security Number: JOSEPH R. BIDEN JR. & JILL T. BIDEN COLUMNS: Column Ais reserved or tha pause of those couples choosing fling status 4. (Reconcile your Federal totals to the approprate Incvicual See Page 8 worksheet) Taxpayers using ling statuses 1, 2,3, or 5 are to complete Cokin B only. Fling Status 4 ONLY | ATatraring sees ‘Spouse information |Your You pus Spouse DE SCHEDULE! - CREDIT FOR INCOME TAXES PAID TO ANOTHER STATE. COLUMN, coun ‘See the instructions and camplete the worksheet on Page 7 prior to completing DE Schedule Enter the cracitin HIGHEST to LOWEST amount ore. 4. Taximposed by Statoot Venter 2 character state name) 1 3514 2, Taximposed by State of (enter? character state name) 2 3, Taximposed by Stato of (enter 2 character state namo) 3 4, Tax imposed by State of (entar2 charactor state name) 4 5. Taximposed by State of (enter? character state name) 5 6. Enter the total her and on Resident Return, Page 1, Line 10. You must attach a copy ofthe thor state retuen() with your Delaware tax roturn 6 3514 DE SCHEDULE II - EARNED INCOME TAX CREDIT (EITC) ‘Complete the Earned income Tax Crelt for each child YOU CLAIMED the Earned Income Credit for on your federal return. Qualifying Child Information 7a. Chics Fest Nome Tb, Chile's Last Name 8. Ohie's SSN ©. Chik's Date of Binh cx cHuD2 cH 10. Wa the chi uncer agp, 24 1h rd of 2010, student and youngar than you fo YOU" . nf Spouse, if fing ont? a es Be) = No ves J 11. Was the child permanenty and totally sisabled ung any pat of 20197 n ves. No. ves. No. ves No. 12. Delaware State Income Tax ftom Page 1, Line 6 enter higher tax amount rom Column A or). 12 413. Federal earned income cre rom Federal Form 1040, Form T040A, or Form 1040EZ 2 44, Delsware EITC Percentage (20%) “ 20 415, Multiply Line 18 by Line 14 6 16. Entorthe smalor of Lne 12 or Line 18 above. Enter here and on Resident Retun, Line 4. 16 ‘Soe the instructions on Page 8 for ALL required documentation to attach. ‘DE SCHEDULE I - CONTRIBUTIONS TO SPECIAL FUNDS ‘See Page 13{0r a description of each worthwhile fund listed below. 47, A. NonGaeetate Hoe atest cue ©. senor Taf 1B. eetien fied 1. dba rine Ptr Tat Fane C.emainey Homing Jape Sooo soc. ©. Prem oes crete Di emt Ore Es Kran cane rood nk fF E. Omomre Latah osu S. oftanrertieanty Fine souon Mw cy ak T. er Chihond cae G. vanatons Name ctte Bae Enter the total Contrsution amount hare and on Resident Retun, Line 24 w This page MUST be sent in with your Delaware return any of the schedules (above) are completed. kL rev c02019) d NAME(S) JOSEPH R. MEDICAL AND DENTAL EXPENSES. Taxes. You PAID INTEREST You Pai Caution: Sourmargage ‘terest desucton may be imtes arts To chaRITy Fyoumade a cgitand got a Benet fori Federal Schedule ‘Ainatructons, CASUALTY AND THEFT Losses OTHER MTeMIZED DEDUCTIONS. ToTAL reMizeD DEDUCTIONS. DELAWARE 2019 - DIVISION OF REVENUE PITRSA, ‘SOCIAL SECURITY NO. BIDEN JR. & JILL T. BIDEN 16. ”. 8. Medical and dental expenses Enter amount from Federal Form 1040, Line 8> Multiply Line 2 by 7.5% (0.075) Subtract Line 3 from Line 1. I Line 3 ks more than Line 1, enter 0. STATE and LOCAL taxes ‘a. STATE and LOCAL income taxes not claimed as a credit on Form 20001 {08 instructions) 'b. STATE and LOCAL general sales taxes you may include ether income taxes or sales taxes, but not both). I you elect to include general sales taxes instead of Income taxes, chock this box . STATE and LOCAL real estate taxes 17368 4, STATE and LOCAL personal property taxes fe. Add Line Sa through Line 6d 17368 1 Enter the smaller of Line 60 or $10,000 ($5,000 if marred fing separately) STMT 5 10000 (Other taxes. List type and amount: SEE STATEMENT 3 ‘Add Line 5 and Lino 6 10000 Home merigage interest and points. (I you didn't use all of your home ‘mortgage loan(} to buy, build, or improve your home, check this box) Oo 1. Home mortgage interest and polnts reported to you on Federal Form 1008 15796 'b. Home merigage interest nat reported to you on Federal Form 1098 {if paid to the person from whom you bought the home, show that person's namo, identiying no. and address.) «6. Points not rported to you on Federal Form 1098 ‘Mortgage insurance premiums €. Add Line 6 through Lino Be 15796 Investment intrest. Attach Federal Form 4962. ‘Add Line Be and Line 8 15796 Gis by cash or check. you made any git of $250 or more, sue instructions 14700 Gis other than by eash or check any git of $250 or more, see instructions, ‘You must attach Federal Form 6263 over S500. 3. Carryover rom prior year ‘Add Line 11 through Line 13 14700 Casualty and theft loses from a federal declared easter (other than net ‘quali caster losses). Attach Fee from Line 18 of Federal Form 4684) Other deductions. See let in Faderal Schedule A instucions. ist type and amount Form 4684 and enter the amount 1, Add Line 4, Line 7, ne 10, Line 14, Line 18, and Line 16. fling status 4, 2,8, or, enter this amount en Form 200-04, Line 43, Colurm B) 40496 I fling status 4, allocate Remized deductions here and enter the e) ‘appropriate columns on Form 20001, Line 3 (668 instructions 25248 15248 Ifyou elect to temiza deductions eventhough they aes than your standard deduetion, check here. STMT 4 Attach this frm to your Delaware tate tax return Page JOSEPH R. BIDEN JR. & JILL T. BIDEN DE 200-01 CREDIT FOR TAX IMPOSED BY OTHER STATE STATEMENT 1 STATE OF VIRGINIA, SPOUSE DELAWARE AGI (FORM 200-01 OR 200-02, PAGE 1) 472,098. VIRGINIA ADJUSTED GROSS INCOME 71,236. DELAWARE TAX (FORM 200-01 OR 200-02, PAGE 1) 28,476. TAX IMPOSED BY STATE OF VIRGINIA 3,514. “PERCENTAGE FACTOR" = OTHER STATE'S AGI DIVIDED BY DELAWARE AGI 71,236. / 472,098. 150892 "PRO-RATA TAK" DELAWARE TAX TIMES PERCENTAGE FACTOR 28,476. X -150892 4,297. AMOUNT OF CREDIT LESSER OF: (A) DELAWARE TAX (B) TAX IMPOSED BY OTHER STATE (C) PRO-RATA TAX AMOUNT OF CREDIT, STATE OF VIRGINIA 3,514. TOTAL TO FORM 200-01, PAGE 1, LINE 10 3,514, DE 200-01 SOC SEC/RR RETIREMENT/HIGHER EDUC EXCL/LUMP SUM DIST STATEMENT 2 TAXPAYER DESCRIPTION SPOUSE, OR JOINT SOCIAL SECURITY BENEFITS 14,897. 29,809. TOTAL TO FORM DZ 200-01, PAGE 2, LINE 37 14,897 29,809 DE 200-01 OTHER TAXES STATEMENT 3 DESCRIPTION AMOUNT STATEMENT(S) 1, 2, 3 JOSEPH R. BIDEN JR. & JILL T. BIDEN DE 200-01 DELAWARE ITEMIZED DEDUCTION WORKSHEET STATEMENT 4 SPOUSE TAXPAYER TOTAL 1A. MEDICAL EXPENSES, PIT-RSA, LINE 4 B. TOTAL TAXES, PIT-RSA, LINE 7 * 5,000. 5,000. 10,000. C. INTEREST PAID, PIT-RSA, LINE 10 7,898. 7,898. 15,796. D. CONTRIBUTIONS, PIT-RSA, LINE 14 12,350. 2,350. 14,700. E. CASUALTY & THEFT, PIT-RSA, LINE 15 F. OTHER DEDUCTIONS, PIT-RSA, LINE 16 TOTAL ITEMIZED DEDUCTIONS 25,248. 15,248. *STATE AND LOCAL TAKES MAY BE LIMITED WHEN MARRIED PILING SEPARATE TOTAL TO FORM 200-01, PAGE 2, LINE 43 25,248 15,248. STATEMENT(S) 4 JOSEPH R. BIDEN JR. & JILL T. BIDEN DE PIT-RSA PIT-RSA STATE AND LOCAL TAXES STATEMENT 5 STATE AND LOCAL TAXES SPOUSE ‘TAXPAYER TOTAL 1. STATE AND LOCAL INCOME TAXES NOT CLAIMED AS A CREDIT ON FORM 200-01 2. STATE AND LOCAL GENERAL SALES TAXES 3. REAL ESTATE TAXES 8,684. 8,684. 17,368. 4. PERSONAL PROPERTY TAXES 5. ADD LINE 5A THROUGH LINE 5D 8.684. 8,684. 17,368. 6 ENTER $10,000 ($5,000 IF MPS) 5,000. 5,000. 7, ENTER THE SMALLER OF LINES 6 OR 5 5,000. 5,000. 10,000. TOTAL TO FORM PIT-RSA, LINE 5F STATEMENT(S) 5 763 2019 Virginia Nonresident income Tax Return Pages Due May 1, 2020 Enclose a complete copy of your federal tax return and all ther required Vigna enclosures, FratName ‘aif cast Name San Pextamrmenrn=e | Toren ITLL t|BIDEN ceased Spouse's Fat Name FRG SNS ZOA] [Wl] Cast Name Sai eae aR) LT Chet cease Presa Hoe RESTORE NOB an SRT or Pra RST) ares (meds) J ‘Spouse's Bith Date iy, Tow or Post Offee Sate [BP Code (meena) ‘State a Residence Tmporlant Name ol igela Gy or Cauny in which principal pace of buses, employment. or [Locally Gogo income sources located — DE Ti cayor CJ county TTamendea Rene T Triana) Aarons Oiterent Ll Overseas on Dve Oste Check reso oto. CI than Shown on 2018 VA Chock Applicable tum Boxes: [dependent on Another's Retum —[—] Qualitving Farmer, Fisherman, or EIC Claimed on federal return Soretant Seams $ i Filing Status Enter Fig Status Coden box boo 16 Sections | and 2. Enter the sum on Line 12. "= Sng, Fedora head of househots? YES[_] a 2= Maed, Fling Joint tu both must have Vins come [4] § 3 Married, Spouse Has No Income From Any Source 930 44> Maric, ing Separate Returns Flog Status 3 or enter spouse's SSMin the Spouse's Social Securty [TE aw ANA a ‘Number box at op of form and, enter Spouse's Name 0.0-0-0 800 JOSEPH R. BIDEN J “Adjusted Gross Income fro fdarl return Not fader iavable core [495495 Too 2 Actions rom Sched 769 ADJ, Une 3 2 0 8 AddLines 1 and2. a [493435 foo] 4. Age Deduction (See instructions and the Age Deduction Wor You 4a 9} Ent Birth Dates above, Ener Your Age Deduction ‘on Line da and Your Spouse's Aga Oacucton on Lin Ab Spouse db 0] 5. Social Security Act and equivalent Thr 1 Ratoad Retement Act Benes repevted on yourfederalretum. 5 FEST [oo] 6. State income tax ref or overpayment cre reported as iceme on your federal tun, 6 oo| 7 Subteatons trom Schedule 763 ADS, Line 7. 1 0o| 8 Add Lines 4, 4b, 5,6, and 8 Td89T oo] Virginia Adjusted Gross income (VAGH-Subract Lie 8 rom Line 3. ° |_ 484598 [oo +10 Remized Deductions from Virginia Schedule A, if applicable. See instructions. +0 36665 | oo] 11 Tyau donot claim temized deductions on Line 10, enter standard deduction, See insructions. " [00 +12 Exemption aunt. Enter the ttl amaunt Hom the Exemption Sections 1 and 2 above 2 T730 {oo 13. Daductins from Schedule 763 AD, Line 9. 3 00] 14 Add Lines 10,11, f2and 13. 14 38395 foo] 15. igina Taxable Income computed as a resent. Subtract Line 14 from Lne 8 6 0 18. Porcentage rom Nonresident Alocation Section on Page 2 (Enter to one decimal place oni 16 17 17 Nonresident Taxable income. (Multiply Line 15 by percentage on Line 16) 7 65592 Too] 18 Income Tax rom Tax Tao or Tax Rate Schedule. 18 3514 oo] YeDupttaaion ay topate up] s 2019 FORM 763. page 2 aro ra ILL T. BIDEN +180 Your Virginia income tax withheld. Enclose Forms W'2, W-2G, 1009, and Vit 188 196 Spouse's Vigna Income tx wthald. Enclose Forms W2, W-2G, 1099, and Vict 190 20 2019 Estimated Tax Payments 20) 21 2018 overpayment credited to 2019 estimated tax at 22. Extension Payment- submitted using Form 7600. 22 2 Grad for Low income Inkiouals or ViginiaEarnad income Cre rom Schedule 769 AD. Line 17. 23 00 24 Total reds from Schedulo OSC. 24 oo 25. Credits tom Schedule CR, Section 5, Line 1 26 00] 26 Total payments and credits. Add Lines 19a through 25. 26 00] 27 Line 18 fs lager than Line 29, enter the difrence. Ths is the INCOME TAK YOU OWE. 2 09] 28 Line 26s ger than Line 18, enter the difeence. This isthe OVERPAYMENT AMOUNT. 28 00 29. Amount of overpayment on Line 28 to be CREDITED TO 2020 ESTIMATED INCOME TAX, 29 00 130. VirglaS29 and ABLEnaw Contributions from Schecule VAC, Prt | Line 6. 30 00] ‘31 Other Voluntary Contibutions from Schedule WAG, Section I, Line 14 3 00] 82 Addition to Tax, Penalty, and interest from enclosed Schedule 769 ADJ, Line 21, ra 00] 33. Soles and Use Tax s due on Internet, mall order, and outotte purchases (Consumers Use Tax ‘Seo instructions. ‘Check here if no sales and use tax is due. Oo os 34 AddLines 29 through 33. 3 ‘woew.taxvirginia.gov. ‘Check here if paying by credit or debit card - See instructions. oO oo unzosige hana sant tne tomtne Se TlsteanoutteDeREFUNOED TO VOU. 96 DRECTEAMCDEPOST oomunevingtonstniar Yer Bantaccam times rere 7 See TT ‘No Intemational Deposits Nonresident Allocation Percentage A AlSourcos __6-- Vieginia Sources 1 Wages, salaries, tps tc 1 269718 [oo 73286 [oo] 2 Inorest income 2 6439 loo! oo] 3. Dividends, 3 00] oo] 4 Alimony received 4 00] oo 5 Business income or loss. 5 oo oo 15 Captal gain o loss/captal gan distributions. 5 oo] 00] 7 Other gains orlosses. 7 [oo] oo] {8 Taxable pensions, annuities and IRA dstbutlons. 8 33122 foo! ‘9 Rents, ovate, partnerships, estates, rusts, S corporations, ec 8 T75313 [oo 00] 10 Farm income a ess 10 a [oo] 11 Other income. SEE STATEMENT 3 1 TI8TT foo} 00 42 rterest on obigations of ater states from Schedule 763 AD.) Line 1 2 oo] 13. Lump-sum and accumulation distributions included on Sch, 763 ADV, Line. 3 oo] fa 14 TOTAL Add Lines 1 though 13 and enter ach column total her, “ E99495 Joo} T3286 00} 115. Nonresident allocation percentage Dvice Line 14 B, by Line 14 A. Compute percentage fo one decimal pace 2.9, 5.4%) Enter on Page 1, Line 16. 35 14.7 % (01 1 ey authorize the Dept. of Taxation to giscuss this retum wth my out) preparer. [1 lage to obtain my Form 109-G at wo. tax. ving. |e, the undersigned, declare under penalty provided bylaw that | (We) have examined this retun and tothe best of my (ur hnowiedge.t isa true, correct, and camplate rel ELMAN, ROSENBERG & 2019 VA Schedule A/CG HRemized Deductions - Enclose Schedule A with your return, when claiming itemized deductions. JILL T BIDEN Medical & Dental Expenses Federal Austad Gross Income (FAG) 10% of Line 2 Total of Line 1 minus Line 3 or $0 State & Local: Income Taxes OR Genera Sles Taxes Claiming Genera ‘State & Local- Real Estate Taxes su 6 Local- Personal Property Taxes ‘other Deductible Tanes type & amount Total Taxes Paid [id not uss allt home mortgage loans) to buy, bul, or improve home Home mortgage interest & paints repeted to you on Federal Form 1088 Home mortgage interest not reperted to you on Federal Foxm 1098 Points not reported to you on Federal Form 1098 Total Home Mortgage Interest & Ponts Investment Interest ‘otal ntrest Paid Git to Charity by cash or check Gits to Chany ether than by cash er check Gits to Chany -earryover tom prior year Total its to Charty (Casualty & Theft Losses} Gambling Losses Other itemized Deductions - type & amcunt “otal Other terized Deductions Total VA Schedule A temizes Deductions ‘State nd Local Income Tax gin Hemized Deductions 2, 499495. 49950. 4 5a. -20834. st, e684. 6 6. 7 -12150. ba a, fe be. 8 10. "1 12350. 1. 13, 14 12350. 16, 168 160, 160, 1. 15831. 1. 20834. 9. 36665. 4 2019 Schedule INC/CG Report all 2s, 1095, 8 VKT8 uth VA Withholding JILL T BIDEN Your! Withholaing va Employer va VA Wages, tips, ‘Spouse SSN Type Withholding FEIN ‘Account Number ‘other camp. Ww 3608. 73286. Total VA Withholding SSN tnnolding You 3608. Spouse Total ¥of 2s, 10988 8 Vics o1 “To avoid delays - be sure to enter allinformation, including the Employers FEIN, JOSEPH R. BIDEN JR. & JILL T. BIDEN VA 763 SP OTHER INCOME - SP STATEMENT 3 COLUMN A COLUMN B DESCRIPTION ALL SOURCES VIRGINIA SOURCE TAXABLE SOCIAL SECURITY BENEFITS 14,897. 0. TOTAL TO FORM 763 SP, PAGE 2, LINE 11 14,897. 0. 12 STATEMENT(S) 3 BIDEN JR., JOSEPH