Visually Impaired Income Tax

Location:

Posted:

October 26, 2024

Resume:

* ** ******* *** ***** you (or your spouse/RDP) as a dependent, check the box here. See inst . . . . . . . . 6 Exemptions

For line 7, line 8, line 9, and line 10: Multiply the number you enter in the box by the pre-printed dollar amount for that line. Whole dollars only

7 Personal: If you checked box 1, 3, or 4 above, enter 1 in the box. If you checked box 2 or 5, enter 2 in the box. If you checked the box on line 6, see instructions. 7 X $124 = X $124 =

X $124 =

8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1; if both are visually impaired, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 California Resident Income Tax Return

TAXABLE YEAR

2020

FORM

540

Single

Married/RDP filing jointly. See inst.

If your California filing status is different from your federal filing status, check the box here . . . . . . . . . . . . . . If your address above is the same as your principal/physical residence address at the time of filing, check this box . . . If not, enter below your principal/physical residence address at the time of filing. Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here. 1

Head of household (with qualifying person). See instructions. Qualifying widow(er).

See instructions.

Filing Status Principal Residence

Enter year spouse/RDP died.

•

Street address (number and street) (If foreign address, see instructions.) Apt. no/ste. no. State ZIP code

Enter your county at time of filing (see instructions) City

***-**-**** ESPI 20

ANDREW C ESPINOZA

11654 A STREET APT 304

TACOMA WA 98433

08-26-1999

Imperial

1 124

0 0

Side 2 Form 540-****-*** 3102204

11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . . . . . . . . . . . . 11 $ Taxable Income

12 State wages from your federal

Form(s) W-2, box 16 . . . . . . . . . . . . . . . . . . . . . . . 12 13 Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 . . . . . . . . 13 14 California adjustments – subtractions. Enter the amount from Schedule CA (540), Part I, line 23, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 California adjustments – additions. Enter the amount from Schedule CA (540), Part I, line 23, column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 18

17 California adjusted gross income. Combine line 15 and line 16 . . . . . . . . . . . . . . . . . . . . . . . 32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than

$203,341, see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Subtract line 32 from line 31. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Add line 33 and line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Tax. See instructions. Check the box if from:

19 Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Tax

31 Tax. Check the box if from:

Tax Table Tax Rate Schedule

FTB 3800 FTB 3803 . . . . . . . . . . . . . . . . . 31 Schedule G-1 FTB 5870A . .

Your name: Your SSN or ITIN:

Special Credits

{

Enter the

larger of

Your California itemized deductions from Schedule CA (540), Part II, line 30; OR Your California standard deduction shown below for your filing status:

• Single or Married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$4,601

• Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . . .$9,202 If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions 40 Nonrefundable Child and Dependent Care Expenses Credit. See instructions. . . . . . . . . . . . . 40 . 00

•

• • •

•

Enter credit name

code

and amount . . .

Total dependent exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 X $383 = $ Dependent’s

relationship

to you

•

Dependent 1 Dependent 2 Dependent 3

First Name

Last Name

SSN. See

instructions. • • •

10 Dependents: Do not include yourself or your spouse/RDP. Exemptions

ANDREW C ESPINOZA 618154083

0 0

124

2904

4601

124

079-******* Form 540 2020 Side 3

45 To claim more than two credits. See instructions. Attach Schedule P (540) . . . . . . . . . . . . . 45 . 00 Payments

71 California income tax withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 2020 CA estimated tax and other payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . 73 Withholding (Form 592-B and/or 593). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Excess SDI (or VPDI) withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Earned Income Tax Credit (EITC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Young Child Tax Credit (YCTC). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Net Premium Assistance Subsidy (PAS). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Add line 71 through line 77. These are your total payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Overpaid Tax/Tax Due ISR

Penalty

Your name: Your SSN or ITIN:

Use Tax

91 Use Tax. Do not leave blank. See instructions . . . . . . . . . . . . . . . . . . . . . . . 91 . 00 If line 91 is zero, check if: No use tax is owed. You paid your use tax obligation directly to CDTFA. Full-year health care coverage.

93 Payments balance. If line 78 is more than line 91, subtract line 91 from line 78 . . . . . . . . . . 94 Use Tax balance. If line 91 is more than line 78, subtract line 78 from line 91 . . . . . . . . . . . 92 Individual Shared Responsibility (ISR) Penalty. See instructions . . . . . . . 93

• 92

•

46 Nonrefundable Renter’s Credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Add line 40 through line 46. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Subtract line 47 from line 35. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

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Other Taxes

61 Alternative Minimum Tax. Attach Schedule P (540) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Mental Health Services Tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Other taxes and credit recapture. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions. . . . . . . 65 Add line 48, line 61, line 62, line 63, and line 64. This is your total tax . . . . . . . . . . . . . . . . . 61

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Special Credits

95 Payments after Individual Shared Responsibility Penalty. If line 93 is more than line 92, subtract line 92 from line 93. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then subtract line 93 from line 92. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

ANDREW C ESPINOZA 618154083

190

229

Side 4 Form 540-****-*** 3104204

California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund . . . . . . . . . . Keep Arts in Schools Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . California Sea Otter Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schools Not Prisons Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . California Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund . . . . . . . . California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . California Breast Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . School Supplies for Homeless Children Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . California Firefighters’ Memorial Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . State Parks Protection Fund/Parks Pass Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . Emergency Food for Families Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . Protect Our Coast and Oceans Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . Rape Kit Backlog Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Add code 400 through code 444. This is your total contribution . . . . . . . . . . . . . . . . . . . . . . 408

425

410

443

444

413

431

438

405

422

406

423

439

407

424

440

110

Your name: Your SSN or ITIN:

Code Amount

Contributions

•

California Seniors Special Fund. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund . . . . . . . . . . . . Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . . . . . . . . 400

401

403

•

97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95 . . . . . . . . . . . . . . 98 Amount of line 97 you want applied to your 2021 estimated tax . . . . . . . . . . . . . . . . . . . . . . 99 Overpaid tax available this year. Subtract line 98 from line 97 . . . . . . . . . . . . . . . . . . . . . . . . 100 Tax due. If line 95 is less than line 65, subtract line 95 from line 65 . . . . . . . . . . . . . . . . . . . 97

100

•

Overpaid Tax/Tax Due

ANDREW C ESPINOZA 618154083

229

079-******* Form 540 2020 Side 5

Your name: Your SSN or ITIN:

112 Interest, late return penalties, and late payment penalties . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Total amount due. See instructions. Enclose, but do not staple, any payment . . . . . . . . . . . . 113 Underpayment of estimated tax.

112

111

114

FTB 5805 attached FTB 5805F attached . . . . . . . . . . . 113 Amount

You Owe

Pay Online – Go to ftb.ca.gov/pay for more information. Interest and

Penalties

Refund and Direct Deposit

115 REFUND OR NO AMOUNT DUE. Subtract the sum of line 110, line 112 and line 113 from line 99. See instructions. 115

116

117

Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001. . . . . . Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a deposit slip. See instructions. Have you verified the routing and account numbers? Use whole dollars only. All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below: Routing number

Routing number

Type

Checking

Savings

Account number

Direct deposit amount

The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below: IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return. To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to ftb.ca.gov/forms and search for 1131. To request this notice by mail, call 800-***-****. Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Sign

Here

It is unlawful

to forge a

spouse’s/

RDP’s

signature.

Joint tax

return?

(See

instructions)

Your signature Date Spouse’s/RDP’s signature (if a joint tax return, both must sign) Your email address. Enter only one email address.

Print Third Party Designee’s Name

Firm’s name (or yours, if self-employed)

Firm’s address

Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge) Preferred phone number

Telephone Number

PTIN

Firm’s FEIN

Do you want to allow another person to discuss this tax return with us? See instructions . . . . . . Yes No 111 AMOUNT YOU OWE. If you do not have an amount on line 99, add line 94, line 96, line 100, and line 110. See instructions. Do not send cash. Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001 . . . .

•

• •

• • •

•

Check the box:

ANDREW C ESPINOZA 618154083

229

101108319 820*******-***

******.************@******.*** 442-***-****

10-09-2024

852374120

Suarez Tax Services

510 W MAIN STREET STE 105 EL CENTRO CA 92243

P01518833

Contact this candidate