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: x Julian: o DOB: 03/16/1979 SSN: 111-11-1111 o Occupation: Tailor x W2 Wages box 1 $87,000; box 2 $15,000; box 16 $87,000; box 17 $3,400; box 19 $530 CASDI Bartender x W2 Wages box 1 $10,000; box 2 $5,000; box 16 $10,000; box 17 $400; box 19 $270 CASDI o Interest income from tax fee City of Chicago Municipal Bonds of $1,500 o Interest income from FNMA Bond $288 x Ramona: o DOB: 03/17/1979 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 x Jamul: o DOB: 03/18/2012 SSN: 333-33-3333 x Other information: o Federal AGI $127,099 o Received a CA State tax refund from the previous year of $77 o Itemized deductions in the previous year on Federal Schedule A o $25,500 of itemized deductions in the current year on Federal Schedule A Line 5 is the total state and local taxed contained on the W2's plus $4,200 of property taxes The balance is split between mortgage interest and charitable contributions 80%/20% o Ramona made a $1,700 contribution to a traditional IRA 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 No Use Tax owed