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:111111111 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:222222222 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:333333333 o Occupation:FulltimeStudent

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 taxed contained on the W2s 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 Alzheimers Disease/Related Disorders Fund o Checking account routing number:123456789 o Checking account number: 106449335