Instructions: Use the following information to create a CA Form 540 and any other necessary schedules for tax year 2021.
Julian & Ramona Mesa are married and own a home in El Cajon, CA for the past 7 years. They file a joint return for Federal purposes and have a son named Jamul, below is more information:
Julian:
o DOB:03/16/1977 SSN:111‐11‐1111
o Occupation:
Tailor
 W2 Wages box 1 $87,000; box 2 $15,000; box 16 $87,000; box 17
$3,400; box 19 $550 CASDI
Bartender
 W2 Wages box 1 $10,000; box 2 $5,000; box 16 $10,000; box 17 $400; box 19 $275 CASDI
o Interest income from tax fee City of Chicago Municipal Bonds of $1,500
o Interest income from FNMA Bond $288
Ramona:
o DOB:03/17/1977 SSN:222‐22‐2222
o Occupation:Community College Adjunct Teacher
o W2 Wages box 1$30,000; box 2 $4,000; box 16 $30,000; box 17 $1,200
o Interest income from local bank savings account $34
o Unemployment compensation $1,400
Jamul:
o DOB:03/18/2010 SSN:333‐33‐3333
o Occupation:Full‐timeStudent
Other information:
o Federal AGI $127,099
o Receiveda CA State tax refund from the previous year of $77
o Itemized deductions in the previous year on Federal Schedule A
o $22,000 of itemized deductions in the current year on Federal Schedule A
Line 5 is the total state and local taxes contained on the W2’s
The balance is split between mortgage interest and charitable
contributions 80%/20%
o Paid after school care expenses of $5,000
o Wants to contribute up to $500 to a CA Individual Voluntary Contribution Fund for Alzheimer’s Disease/Related Disorders Fund
o Checking account routing number:123456789
o Checking account number: 106449335

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