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 W$2$ Wages box $1$ $$87,000$; box $2$ $$15,000$; box $16$

$$87,000$; box $17$ $$3,400$; box $19$ $$530$ CASDI

$$ Bartender

x W$2$ 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 W$2$ 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 W$2$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