Application for Automatic Extension of Time To File U.S...

I DETACH HERE I1030

FDIA4601L 07/11/18.Application for Automatic Extension of TimeForm 4868 To File U.S. Individual Income Tax ReturnDepartment of the Treasury 2018(99) For calendar year 2018, or other tax year beginning , 2018, ending , .Internal Revenue Service

Identification Individual Income TaxPart I Part II1 $4 Estimate of total tax liability for 2018. . .

5 Total 2018 payments. . . . . . . . . . . . . . . . . .

6 Balance due. Subtract line 5 from line 4(see instructions). . . . . . . . . . . . . . . . . . . . .

7 Amount you are payingG(see instructions). . . . . . . . . . . . . . . . . . . . .

8 Check here if you are 'out of the country' and a U.S.2 3 Gcitizen or resident (see instructions). . . . . . . . . . . . . . . . . . .

9 Check here if you file Form 1040NR or 1040NR-EZ anddid not receive wages as an employee subject to U.S.

Gincome tax withholding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Make your check payable to the "United States Treasury"include your SSN, daytime phone # and "2018 Form 4868"Mail your payment to:

Internal Revenue ServiceP.O. Box 7122San Francisco, CA 94120-7122

9,642.8,716.

GEORGETTE GOMEZ926.Alan Spiegel, CPA

16959 Bernardo Ctr Dr Ste 202 926.San Diego, CA 92128

556-49-4028

556494028 KU GOME 30 0 201812 670

(99)Department of the Treasury ' Internal Revenue Service

Form 1040 2018 IRS Use Only ' Do not write or staple in this space.U.S. Individual Income Tax Return OMB No. 1545-0074

Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er)Your first name and initial Last name Your social security number

Your standard deduction: Someone can claim you as a dependent You were born before January 2, 1954 You are blindIf joint return, spouse's first name and initial Last name Spouse's social security number

Full-year health care coverageSpouse standard deduction: Someone can claim your spouse as a dependent Spouse was born before January 2, 1954or exempt (see inst.)

Spouse is blind Spouse itemizes on a separate return or you were dual-status alien

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign(see inst.)

You Spouse

If more than four dependents,City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6.

see inst. and b here G(2) Social securityDependents (see instructions): (3) Relationship to you (4) b if qualifies for (see inst.):

number(1) First name Last name Child tax credit Credit for other dependents

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, theySignare true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Here Your signature Date Your occupation If the IRS sent you an Identity ProtectionPIN, enter itJoint return?here (see inst.)See instructions. A Date Spouse's occupation If the IRS sent you an Identity ProtectionSpouse's signature. If a joint return, both must sign.Keep a copy PIN, enter ithere (see inst.)for your records.

Preparer's name Preparer's signature PTIN Firm's EIN Check if:

3rd Party DesigneePaidSelf-employedGFirm's name Phone no.Preparer

GFirm's addressUse Only

FDIA0112L 01/08/19BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2018)

Form 1040 (2018) Attach Form(s) Wages, salaries, tips, etc. Attach Form(s) W-2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1W-2. Also attach

Tax-exempt interest. . . . . . . . . . . . . 2a 2a b Taxable interest. . . . . 2bForm(s) W-2Gand 1099-R if tax

Qualified dividends. . . . . . . . . . . . . . 3a 3a b Ordinary dividends. . . 3bwas withheld.

IRAs, pensions, and annuities. . . 4a 4a b Taxable amount. . . . . 4b5a Social security benefits. . . . . . . . . . 5a b Taxable amount. . . . . 5b6 6Total income. Add lines 1 through 5. Add any amount from Schedule 1, line 22 . . . .

7 Adjusted gross income. If you have no adjustments to income, enter the amount fromStandard line 6; otherwise, subtract Schedule 1, line 36, from line 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Deduction for ' 8 Standard deduction or itemized deductions (from Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . 8? Single or 9 9Qualified business income deduction (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . married filingseparately,

10 10Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter '0'. . . . . . . . . . . $12,0001Tax (see inst.) (check if any from: Form(s) 8814a11? Married filing

2 3 )Form 4972jointly orQualifying 11b Add any amount from Schedule 2 and check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gwidow(er),$24,000 12 a Child tax credit/credit for other dependents? Head of 12Add any amount from Schedule 3 and check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Ghousehold, 13 Subtract line 12 from line 11. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13$18,000

Other taxes. Attach Schedule 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 14? If you15 Total tax. Add lines 13 and 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15checked any16 16Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . box under17 aStandard Refundable credits: EIC (see inst.)

deduction, see b cSch. 8812 Form 8863instructions. Add any amount from Schedule 5 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18 Add lines 16 and 17. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1819 19If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid . . . . . . . . . . . . . . . Refund

G20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here. . 20aG Routing number . . . . . . . . Type: Checking SavingsDirect deposit? b cG

See instructions. Account number. . . . . . . . dGG21 21Amount of line 19 you want applied to your 2019 estimated tax. . . . . . . .

2222 GAmount you owe. Subtract line 18 from line 15. For details on how to pay, see instructions. . . . . . . . . . . . . . . Amount You Owe23Estimated tax penalty (see instructions). . . . . . . . . . . . . . . . . . G23

Form 1040 (2018)Go to www.irs.gov/Form1040 for instructions and the latest information.

81,996.23,810.

56,331.8,331.

8,331.

9,642.8,716.

8,716.

926.

8,331.

73,886.10.

83,173.

1,311.

1,855.

9,277.

GEORGETTE GOMEZ 556-49-4028

4125 PEPPER DRIVE

X

SAN DIEGO, CA 92105

SOCIAL WORKER

P00320894 X

X

San Diego, CA 9212816959 Bernardo Ctr Dr Ste 202

858-689-9661Alan Spiegel Alan Spiegel

Alan Spiegel, CPA

OMB No. 1545-0074SCHEDULE 1Additional Income and Adjustments to Income(Form 1040) 2018A Attach to Form 1040.

Department of the Treasury AttachmentA Go to www.irs.gov/Form1040 for instructions and the latest information.Internal Revenue Service 01Sequence No.

Your social security numberName(s) shown on Form 1040

1'9bReserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1'9bAdditional10Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . 10Income

11 11Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Business income or (loss). Attach Schedule C or C-EZ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 121313 Capital gain or (loss). Attach Schedule D if required. If not required, check here. . . . . . . . . . G

14 14Other gains or (losses). Attach Form 4797. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15a 15bReserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16bReserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E. 1718 18Farm income or (loss). Attach Schedule F. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

19 19Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20a 20b21 21Other income. List type and amount

Combine the amounts in the far right column. If you don't have any adjustments to22income, enter here and include on Form 1040, line 6. Otherwise, go to line 23. . . . . . . . . . . 22

23 23Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adjustmentsto Income Certain business expenses of reservists, performing artists,24

24and fee-basis government officials. Attach Form 2106. . . . . . .

25 25Health savings account deduction. Attach Form 8889. . . . . . . .

26 Moving expenses for members of the Armed Forces.26Attach Form 3903. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

27 27Deductible part of self-employment tax. Attach Schedule SE. . . . . . . . . . . . . .

28 28Self-employed SEP, SIMPLE, and qualified plans. . . . . . . . . . .

29 29Self-employed health insurance deduction. . . . . . . . . . . . . . . . . .

30 30Penalty on early withdrawal of savings. . . . . . . . . . . . . . . . . . . . .

GAlimony paid b Recipient's SSN31a 31a

32 32IRA deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

33 33Student loan interest deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . .

34 34Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

35 35Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

36 36Add lines 23 through 35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2018

FDIA0103L 01/21/19


9,277.

9,277.

656.

521.

1,177.

OMB No. 1545-0074SCHEDULE 4Other Taxes(Form 1040) 2018A Attach to Form 1040.

Department of the Treasury AttachmentA Go to www.irs.gov/Form1040 for instructions and the latest information.Internal Revenue Service 04Sequence No.


57 57Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . OtherUnreported social security and Medicare tax from: Form 4137a58Taxes

8919 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 58

Additional tax on IRAs, other qualified retirement plans, and other tax-favored59

accounts. Attach Form 5329 if required. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Household employment taxes. Attach Schedule H. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60a 60a

Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 ifb

required. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60b

Health care: individual responsibility (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6161

62 Taxes from: Form 8959 Form 8960a b

Instructions; enter code(s)c 62

Section 965 net tax liability installment from Form 965-A. . . . 63 63

Add the amounts in the far right column. These are your total other taxes. Enter here64

and on Form 1040, line 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

BAA For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 4 (Form 1040) 2018

FDIA0106L 08/02/18

GEORGETTE GOMEZ 556-49-40281,311.

1,311.

OMB No. 1545-0074SCHEDULE A Itemized Deductions(Form 1040)

G Go to www.irs.gov/ScheduleA for instructions and the latest information. 2018G Attach to Form 1040.

Department of the Treasury AttachmentInternal Revenue Service Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16.(99) Sequence No. 07


Caution: Do not include expenses reimbursed or paid by others.Medicaland 1 Medical and dental expenses (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . 1Dental 2 2Enter amount from Form 1040, line 7. . . . . . Expenses

3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . 4

5 State and local taxes.Taxes YouPaid a State and local income taxes or general sales taxes. You may

include either income taxes or general sales taxes on line 5a,but not both. If you elect to include general sales taxes insteadof income taxes, check this box.. . . . . . . . . . . . . . . . . . . . . . . 5aG

b 5bState and local real estate taxes (see instructions) . . . . . . . . . . . . . . . . . . . . . . .

c State and local personal property taxes. . . . . . . . . . . . . . . . . . . . . . . 5c

d Add lines 5a through 5c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5d

e Enter the smaller of line 5d or $10,000 ($5,000 if married filingseparately). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5e

6 Other taxes. List type and amount G

6

7 7Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 Home mortgage interest and points. If you didn't use all of yourInterestYou Paid home mortgage loan(s) to buy, build, or improve your home,

see instructions and check this box. . . . . . . . . . . . . . . . . . . . Caution: GYour mortgage a Home mortgage interest and points reported to you on Forminterest

1098.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8adeduction maybe limited (see b Home mortgage interest not reported to you on Form 1098. Ifinstructions). paid to the person from whom you bought the home, see

instructions and show that person's name, identifying no., and

address G

8b

8cc Points not reported to you on Form 1098. See instructions for special rules. . . . .

d Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d

e Add lines 8a through 8c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e9 Investment interest. Attach Form 4952 if required. See

9instructions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

11 Gifts by cash or check. If you made any gift of $250 or more,Gifts toCharity see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

12 Other than by cash or check. If any gift of $250 ormore, see instructions. You must attach Form 8283 ifIf you made a gift

and got a benefit for over $500. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12it, see instructions.

13 Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

14 Add lines 11 through 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified disasterCasualty andTheft Losses losses). Attach Form 4684 and enter the amount from line 18 of that form. See instructions. 15

16 Other'from list in instructions. List type and amount GOtherItemizedDeductions

16

Add the amounts in the far right column for lines 4 through 16.17TotalItemized Also, enter this amount on Form 1040, line 8.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Deductions 18 If you elect to itemize deductions even though they are less than your standard

deduction, check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

FDIA0301L 11/29/18BAA For Paperwork Reduction Act Notice, see the Instructions for Form 1040. Schedule A (Form 1040) 2018


0.

5,451.4,111.

9,562.

13,340.

39.

13,379.

380.

489.

869.

0.

0.

23,810.

13,379.

9,562.

9,562.

OMB No. 1545-0074SCHEDULE C Profit or Loss From Business(Sole Proprietorship)(Form 1040) 2018

G Go to www.irs.gov/ScheduleC for instructions and the latest information.Department of the Treasury Attachment(99)Internal Revenue Service 09G Attach to Form 1040, 1040NR, or 1041; partnerships generally must file Form 1065. Sequence No.

Name of proprietor Social security number (SSN)

Principal business or profession, including product or service (see instructions) Enter code from instructionsA BG

Business name. If no separate business name, leave blank. Employer ID number (EIN) (see instr.)C D

E Business address (including suite or room no.) G

City, town or post office, state, and ZIP code

(1) (2) (3)Cash Accrual Other (specify) GF Accounting method:

Yes NoG Did you 'materially participate' in the operation of this business during 2018? If 'No,' see instructions for limit on losses .

H If you started or acquired this business during 2018, check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

Yes NoI Did you make any payments in 2018 that would require you to file Form(s) 1099? (see instructions). . . . . . . . . . . . . . . . . . . . .

Yes NoJ If 'Yes,' did you or will you file required Forms 1099?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

IncomePart I1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you

1Gon Form W-2 and the 'Statutory employee' box on that form was checked . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 2Returns and allowances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 3Subtract line 2 from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 4Cost of goods sold (from line 42). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Other income, including federal and state gasoline or fuel tax credit or refund

6(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7G

Part II Expenses. Enter expenses for business use of your home only on line 30.

8 8 18 18Advertising. . . . . . . . . . . . . . . . . . . . Office expense (see instructions). . . . . . . . 9 Car and truck expenses 19 19Pension and profit-sharing plans . . . . . . . .

9(see instructions) . . . . . . . . . . . . . . 20 Rent or lease (see instructions):10 10Commissions and fees . . . . . . . . . a 20aVehicles, machinery, and equipment. . . . . 11 Contract labor

b 20bOther business property . . . . . . . . . . . . . . . . 11(see instructions) . . . . . . . . . . . . . .

21 21Repairs and maintenance. . . . . . . . . . . . . . . 12 12Depletion. . . . . . . . . . . . . . . . . . . . . .

22 22Supplies (not included in Part III). . . . . . . . Depreciation and section13179 expense deduction 23 23Taxes and licenses. . . . . . . . . . . . . . . . . . . . . (not included in Part III)

24 Travel and meals:13(see instructions) . . . . . . . . . . . . . .

a 24aTravel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Employee benefit programs14(other than on line 19) . . . . . . . . . b Deductible meals (see

24binstructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 15Insurance (other than health). . .

16 25 25Utilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest (see instr.):

a 16 a 26 26Wages (less employment credits). . . . . . . . Mortgage (paid to banks, etc.) . . . . . . . .

b 16b 27 a 27aOther . . . . . . . . . . . . . . . . . . . . . . . . . Other expenses (from line 48). . . . . . . . . . .

17 17Legal and professional services b 27bReserved for future use . . . . . . . . . . . . . . . .

28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . 28G

29 29Tentative profit or (loss). Subtract line 28 from line 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829unless using the simplified method (see instructions).Simplified method filers only: enter the total square footage of: (a) your home:and (b) the part of your home used for business: . Use the Simplified

30Method Worksheet in the instructions to figure the amount to enter on line 30. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

31 Net profit or (loss). Subtract line 30 from line 29.

? If a profit, enter on both Schedule 1 (Form 1040), line 12 (or Form 1040NR, line13) and on Schedule SE, line 2. (If you checked the box on line 1, see

31instructions). Estates and trusts, enter on Form 1041, line 3.? If a loss, you must go to line 32.

If you have a loss, check the box that describes your investment in this activity (see instructions).32

? If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 12 (or Form 1040NR, All investment is32aline 13) and on Schedule SE, line 2. (If you checked the box on line 1, see the line 31 instructions). at risk.Estates and trusts, enter on Form 1041, line 3.

Some investment32b? If you checked 32b, you must attach Form 6198. Your loss may be limited. is not at risk.

BAA For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2018FDIZ0112L 09/24/18


PUBLIC TRANSPORTATION CONSULTANT 485110

XX

X

16,500.

16,500.

16,500.

16,500.

2,739.

600.

1,886.

1,998.

7,223.9,277.

9,277.

Schedule C (Form 1040) 2018 Page 2

Part III Cost of Goods Sold (see instructions)

a b cMethod(s) used to value closing inventory: Cost Lower of cost or market Other (attach explanation)33

Was there any change in determining quantities, costs, or valuations between opening and closing inventory?34Yes NoIf 'Yes,' attach explanation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Inventory at beginning of year. If different from last year's closing inventory,3535attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

36 36Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

37 37Cost of labor. Do not include any amounts paid to yourself. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

38 38Materials and supplies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

39 39Other costs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

40 40Add lines 35 through 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

41 41Inventory at end of year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

42 Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4 . . . . . . . . . . . . . . . . . . . . . . 42

Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are notrequired to file Form 4562 for this business. See the instructions for line 13 to find out if you must file Form 4562.

43 When did you place your vehicle in service for business purposes? (month, day, year) G

Of the total number of miles you drove your vehicle during 2018, enter the number of miles you used your vehicle for:44

a b cBusiness Commuting (see instructions) Other

45 Yes NoWas your vehicle available for personal use during off-duty hours?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

46 Yes NoDo you (or your spouse) have another vehicle available for personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

47a Yes NoDo you have evidence to support your deduction?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

b Yes NoIf 'Yes,' is the evidence written? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part V Other Expenses. List below business expenses not included on lines 8-26 or line 30.

48 Total other expenses. Enter here and on line 27a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Schedule C (Form 1040) 2018

FDIZ0112L 07/16/18


1/01/17

5,026 6,943

X

X

X

X

1,998.

Work Events 1,998.

SCHEDULE SE OMB No. 1545-0074

(Form 1040) Self-Employment Tax 2018G Go to www.irs.gov/ScheduleSE for instructions and the latest information.Department of the Treasury Attachment

G Attach to Form 1040 or Form 1040NR.Internal Revenue Service (99) 17Sequence No.

Name of person with self-employment income (as shown on Form 1040 or Form 1040NR)Social security number of personwith self-employment income G

Before you begin: To determine if you must file Schedule SE, see the instructions.

May I Use Short Schedule SE or Must I Use Long Schedule SE?Note: Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE in the instructions.

Did you receive wages or tips in 2018?

No YesI I I

Are you a minister, member of a religious order, or YesYesWas the total of your wages and tips subject to socialChristian Science practitioner who received IRS approval G security or railroad retirement (tier 1) tax plus your netnot to be taxed on earnings from these sources, but you Gearnings from self-employment more than $128,400?owe self-employment tax on other earnings?

No NoI I

Yes YesAre you using one of the optional methods to figure your Did you receive tips subject to social security or Medicarenet earnings (see instructions)? tax that you didn't report to your employer?G G

No NoI I

Yes No YesDid you receive church employee income (see instruc- Did you report any wages on Form 8919, Uncollectedtions) reported on Form W-2 of $108.28 or more? Social Security and Medicare Tax on Wages? GHG

NoI I

You may use Short Schedule SE below You must use Long Schedule SE on page 2G

Section A ' Short Schedule SE. Caution: Read above to see if you can use Short Schedule SE.

1 a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065),1 abox 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If you received social security retirement or disability benefits, enter the amount of Conservation ReservebProgram payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20,code AH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b

Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code2A (other than farming); and Schedule K-1 (Form 1065-B), box 9, code J1. Ministers and members of religiousorders, see instructions for types of income to report on this line. See instructions for other income

2to report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 3Combine lines 1a, 1b, and 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 Multiply line 3 by 92.35% (0.9235). If less than $400, you don't owe self-employment tax; don't file this4schedule unless you have an amount on line 1b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

Note: If line 4 is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.

Self-employment tax. If the amount on line 4 is:5?$128,400 or less, multiply line 4 by 15.3% (0.153). Enter the result here and on Schedule 4 (Form 1040),

line 57, or Form 1040NR, line 55?More than $128,400, multiply line 4 by 2.9% (0.029). Then, add $15,921.60 to the result.Enter the total here and on Schedule 4 (Form 1040), line 57, or Form 1040NR, line 55. . . . . . . . . . . . . . . . . . . . . . 5

6 Deduction for one-half of self-employment tax.Multiply line 5 by 50% (0.50). Enter the result here and onSchedule 1 (Form 1040), line 27, or Form 1040NR, line 27. . . . . . . . . . . . . . . . . . . . . 6

Schedule SE (Form 1040) 2018BAA For Paperwork Reduction Act Notice, see your tax return instructions.

FDIA1101L 07/23/18


9,277.

9,277.

8,567.

1,311.

656.

OMB No. 1545-0172Depreciation and Amortization

Form 4562 (Including Information on Listed Property) 2018G Attach to your tax return.Department of the Treasury AttachmentG Go to www.irs.gov/Form4562 for instructions and the latest information.Internal Revenue Service (99) 179Sequence No.

Name(s) shown on return Identifying number

Business or activity to which this form relates

Election To Expense Certain Property Under Section 179Part INote: If you have any listed property, complete Part V before you complete Part I.

1 1Maximum amount (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 2Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 3Threshold cost of section 179 property before reduction in limitation (see instructions). . . . . . . . . . . . . . . . . . . . . .

4 4Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing5

5separately, see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Description of property Cost (business use only) Elected cost6 (a) (b) (c)

7 7Listed property. Enter the amount from line 29. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 8Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7. . . . . . . . . . . . . . . . . . . . . . .

Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 910 10Carryover of disallowed deduction from line 13 of your 2017 Form 4562. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 11Business income limitation. Enter the smaller of business income (not less than zero) or line 5. See instrs . .

Section 179 expense deduction. Add lines 9 and 10, but don't enter more than line 11. . . . . . . . . . . . . . . . . . . . . . 12 12GCarryover of disallowed deduction to 2019. Add lines 9 and 10, less line 12. . . . . . . . 13 13

Note: Don't use Part II or Part III below for listed property. Instead, use Part V.

Part II Special Depreciation Allowance and Other Depreciation (Don't include listed property. See instructions.)

Special depreciation allowance for qualified property (other than listed property) placed in service during the1414tax year. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15 15Property subject to section 168(f)(1) election. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16 16Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part III MACRS Depreciation (Don't include listed property. See instructions.)Section A

17 17MACRS deductions for assets placed in service in tax years beginning before 2018. . . . . . . . . . . . . . . . . . . . . . . . .

If you are electing to group any assets placed in service during the tax year into one or more general18Gasset accounts, check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section B ' Assets Placed in Service During 2018 Tax Year Using the General Depreciation SystemBasis for depreciation(c)Month and Depreciation(a) (b) (d) (e) (f) (g)

(business/investment useClassification of property year placed Recovery period Convention Method deductionin service only ' see instructions)

19 a 3-year property . . . . . . . . . .

b 5-year property . . . . . . . . . .

c 7-year property . . . . . . . . . .

d 10-year property. . . . . . . . .

e 15-year property. . . . . . . . .

f 20-year property. . . . . . . . .

g 25-year property. . . . . . . . . 25 yrs S/Lh Residential rental 27.5 yrs MM S/L

property. . . . . . . . . . . . . . . . . 27.5 yrs MM S/Li Nonresidential real 39 yrs MM S/L

property. . . . . . . . . . . . . . . . . MM S/LSection C ' Assets Placed in Service During 2018 Tax Year Using the Alternative Depreciation System

20a Class life. . . . . . . . . . . . . . . . S/Lb 12-year. . . . . . . . . . . . . . . . . . 12 yrs S/Lc 30-year. . . . . . . . . . . . . . . . . . 30 yrs MM S/Ld 40-year. . . . . . . . . . . . . . . . . . 40 yrs MM S/L

(See instructions.)Part IV Summary21 21Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on22the appropriate lines of your return. Partnerships and S corporations ' see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

For assets shown above and placed in service during the current year, enter2323the portion of the basis attributable to section 263A costs. . . . . . . . . . . . . . . . . . . . . . . .

FDIZ0812L 07/26/18 Form 4562 (2018)BAA For Paperwork Reduction Act Notice, see separate instructions.

Schedule A (points)

1,000,000.

556-49-4028GEORGETTE GOMEZ

2,500,000.

Form 4562 (2018) Page 2

Listed Property (Include automobiles, certain other vehicles, certain aircraft, and property used for entertainment, recreation,Part Vor amusement.)Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a, 24b,columns (a) through (c) of Section A, all of Section B, and Section C if applicable.

Section A ' Depreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.)

Do you have evidence to support the business/investment use claimed?. . . . . . . . . . If 'Yes,' is the evidence written?. . . . . . 24 a Yes No 24b Yes No

(e) (i)(a) (d) (f) (g) (h)(c)(b)ElectedBasis for depreciationType of property Cost or Recovery Method/ DepreciationBusiness/Date placed

investment section 179other basis period Convention deduction(business/investmentin service(list vehicles first)use costuse only)percentage

Special depreciation allowance for qualified listed property placed in service during the tax year and2525used more than 50% in a qualified business use. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Property used more than 50% in a qualified business use:26

Property used 50% or less in a qualified business use:27

28 28Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 . . . . . . . . . . . . . . .

29 29Add amounts in column (i), line 26. Enter here and on line 7, page 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section B ' Information on Use of Vehicles

Complete this section for vehicles used by a sole proprietor, partner, or other 'more than 5% owner,' or related person. If you provided vehiclesto your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles.

(a) (b) (c) (d) (e) (f)Total business/investment miles driven30 Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6during the year (don't includecommuting miles). . . . . . . . . . . . . . . . . . . . . . . . .

31 Total commuting miles driven during the year. . . . . . . .

Total other personal (noncommuting)32miles driven. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total miles driven during the year. Add33lines 30 through 32. . . . . . . . . . . . . . . . . . . . . . . .

Yes No Yes No Yes No Yes No Yes No Yes No

Was the vehicle available for personal use34during off-duty hours?. . . . . . . . . . . . . . . . . . . . .

Was the vehicle used primarily by a more35than 5% owner or related person? . . . . . . . . .

Is another vehicle available for36personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section C ' Questions for Employers Who Provide Vehicles for Use by Their EmployeesAnswer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who aren't more than5% owners or related persons. See instructions.

Yes NoDo you maintain a written policy statement that prohibits all personal use of vehicles, including commuting,37by your employees?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your38employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners . . . . . . . . . . . . . .

Do you treat all use of vehicles by employees as personal use?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the40vehicles, and retain the information received?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Do you meet the requirements concerning qualified automobile demonstration use? See instructions . . . . . . . . . . . . . . . . . . . 41Note: If your answer to 37, 38, 39, 40, or 41 is 'Yes,' don't complete Section B for the covered vehicles.

Part VI Amortization(b) (c) (d) (f)(e)(a)

Date amortization Amortizable Code AmortizationAmortizationDescription of costsbegins amount section for this yearperiod or

percentage

Amortization of costs that begins during your 2018 tax year (see instructions):42

43 43Amortization of costs that began before your 2018 tax year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total. Add amounts in column (f). See the instructions for where to report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 44FDIZ0812L 07/26/18 Form 4562 (2018)


POINTS ON REFI 10/04/18 4,704. 30 39.

39.

2018 Federal Worksheets Page 1


Wage Schedule

Federal Medi- StateTaxpayer - Employer Wages W/H FICA care W/H SDI

CITY OF SAN DIEGO 73,886. 8,716. 1,355. 4,097.Grand Total 73,886. 8,716. 0. 1,355. 4,097. 0.

Pension and Annuities Schedule

Total Taxable Federal StateTaxpayer - Payer Received Amount W/H W/H

ASCENSUS TRUST COGrand Total 0. 0. 0. 0.

Form 1040, Line 2bInterest Income

DOVENMUEHLE MORTG 10.Total 10.

State and Local Refunds Taxable in 2019(IRS Pub. 525)

1. State and local income tax refunds (current year) 1,047.2. Refunds attributable to post 12/31/2018 payments per IRS Pub. 525 0.3. Net state and local income tax refunds 1,047.4. State and local income taxes included on Schedule A, line 5e 5,451.5. Allowable general sales tax deduction 903.6. Excess of income taxes deducted over sales taxes deducted 4,548.7. Enter the smaller of line 3 or line 6 1,047.8. Itemized deductions from Schedule A, line 17 23,810.9. Recomputed itemized deductions, if state/local taxes limited 0.

10. Standard deduction 12,000.11. Enter the larger of line 9 or line 10 12,000.12. Subtract line 11 from line 8 (not less than 0) 11,810.13. Enter the smaller of line 7 or line 12 1,047.14. Negative taxable income (current year) 0.15. State and local refunds taxable next year

(add lines 13 and 14, but not less than 0) 1,047.



Self-Employed Health Insurance Deduction (Schedule 1, Line 29)

Taxpayer

1. Health insurance premiums (except long-term care) 521.2. Long-term care premiums ($780 max.) 0.3. Total health insurance premiums paid

(add lines 1 and 2) 521.4. Earned income, minus any deductions

claimed on Schedule 1, line 28 9,277.5. Deductible portion of SE tax 656.6. Subtract line 5 from line 4 8,621.7. Self-employed health insurance deduction

(the smaller of line 3 or line 6) 521.

Qualified Business Income

Trade or business name: GEORGETTE GOMEZTaxpayer identification number: 556-49-4028

Business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,277.Qualified Business Income 9,277.

Qualified Business Income Deduction - Simplified Worksheet(Form 1040, line 9)

(c) Qual bus.1.(a) Trade or business name (b) EIN/SSN inc or loss

GEORGETTE GOMEZ 556-49-4028 $ 9,277.

2. Total qualified business income or (loss) . . . . . . . . . . . . . . . . . . . . 9,277.3. Qualified business loss carryforward. . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.4. Total qualified business income. Combine lines 2 and 3

If zero or less, enter 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,277.5. Qualified business income component.

Multiply line 4 by 20% . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,855.6. Qualified REIT dividends and PTP income or loss . . . . . . . . . . . 0.7. Qualified REIT and PTP loss carryforward. . . . . . . . . . . . . . . . . . . . . . 0.8. Total qualified REIT and PTP income.

Add lines 6 and 7. If zero or less, enter 0 . . . . . . . . . . . . . . . . . 0.9. REIT and PTP component. Multiply line 8 by 20%. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.10. Qualified business income deduction before the income

limitation. Add lines 5 and 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,855.11. Income before qualified business income deduction. . . . . . . 58,186.12. Net capital gains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.13. Subtract line 12 from line 11.

If zero or less, enter 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58,186.14. Income limitation. Multiply line 13 by 20% . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,637.15. Qualified business income deduction.

Enter the smaller of line 10 or line 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,855.16. Total qualified business loss carryforward.

Add lines 2 and 3. If more than zero, enter 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.17. Total qualified REIT income and PTP loss carryforward.

Add lines 6 and 7. If more than zero, enter 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.



Federal Income Tax Withheld

CITY OF SAN DIEGO 8,716.Total 8,716.

State and Local Taxes (Schedule A, Line 5a)

State and Local Income TaxesState Local

Income tax withheld 4,097. 0.Disability/unemployment insurance/transit tax 0. 0.Estimated tax payments 0. 0.Credit for prior year overpayment 0. 0.Credit for income tax withheld (K-1) 0. 0.1/18 payment on 2017 estimate 0. 0.Paid with 2017 extension 0. 0.Paid with 2017 return 1,354. 0.Paid for prior years and/or to other states 0. 0.Total income taxes 5,451. 0.

Total state and local income taxes 5,451.

State and Local Sales Taxes Using the Optional Sales Tax Tables

Available Income:Adjusted gross income per Form 1040 81,996.Tax-exempt interest 0.Nontaxable combat pay 0.Nontaxable social security benefits 0.Nontaxable pensions 0.Nontaxable IRAs 0.Prior year refundable credits (refundable portion only) 1,000.Additional nontaxable amounts 0.

Total Available Income (not less than zero) 82,996.

Number of Exemptions 1.

1. State general sales taxes per Tables 903.2. Local general sales taxes per Tables for certain residents of

AK, AZ, AR, CO, GA, IL, LA, MO, MS, NC, NY, SC, TN, UT, and VA(based on a rate of 1%) 0.

3. Local general sales tax rate4. If line 2 is zero, enter your state general sales tax rate.

Otherwise, skip line 4 and 5, and go to line 6 7.25005. Divide line 3 by line 46. Local general sales taxes. If line 2 is zero, multiply

line 1 by line 5. Otherwise, multiply line 2 by line 3. 0.7. State and local general sales taxes (add lines 1 and 6) 903.8. Sales taxes paid on vehicles, boats, etc. 0.9. Sales tax deduction when using Tables (add lines 7 and 8) 903.



State and Local Taxes (Schedule A, Line 5a) (continued)

State and Local Sales Tax Deduction(Greater of Taxes Paid or Table Amount)

1. General sales taxes paid 0.2. Use taxes paid 0.3. Total actual taxes paid (add lines 1 and 2) 0.4. Sales taxes using Tables 903.5. Greater of sales taxes paid or Table amount 903.

State & Local Taxes to Sch. A, Ln 5 (greater of income or sales tax) 5,451.

Net Nonfarm Profit or (Loss) (Schedule SE, Line 2)

Taxpayer

Schedule C 9,277.Schedule E, page 2 (from Sch. K-1) 0.Other Income (Schedule 1, line 21) 0.Section 1256 contracts 0.Minister wages 0.Minister housing allowance 0.Minister parsonage - utilities 0.Employee business expenses 0.Net nonfarm income adjustment 0.Total Net Nonfarm Profit or (Loss) 9,277.

2018 Tax Reform Impact Summary Page 1


The Tax Reform Impact Summary displays a comparison of the actual 2017 and 2018tax return amounts. Additional information will be noted on continuing pages whenthe amounts specific to this tax return may differ due to the Tax Cuts and JobsAct.

2017 2018INCOMETotal income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59,840 83,173

ADJUSTMENTS TO INCOMEOther adjustments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,765 1,177Total adjustments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,765 1,177Adjusted gross income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58,075 81,996

ITEMIZED DEDUCTIONSTaxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,747 9,562Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,645 13,379Contributions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 722 869Total itemized deductions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,114 23,810

TAX COMPUTATIONStandard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,350 12,000Larger of itemized or standard deduction. . . . . . . . . . . . . . . . . . . 13,114 23,810Income prior to exemption deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . 44,961 58,186Exemption deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,100 0Deduction for qualified business income. . . . . . . . . . . . . . . . . . . . . 0 1,855Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36,861 56,331Tax before credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,065 8,331

NONREFUNDABLE CREDITSOther credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,849 0Total nonrefundable credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,849 0Tax after credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,216 8,331

OTHER TAXESOther taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,927 1,311Total tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,143 9,642

PAYMENTS AND REFUNDABLE CREDITSIncome tax withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,356 8,716Other payments and refundable credits. . . . . . . . . . . . . . . . . . . . . . . . 1,000 0Total payments and refundable credits. . . . . . . . . . . . . . . . . . . . . . . . 12,356 8,716

REFUND OR AMOUNT DUEAmount overpaid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,213 0Amount refunded to you . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,213 0Amount you owe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 926

TAX RATESMarginal tax rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.0% 22.0%Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.1% 17.1%

2018 Tax Reform Impact Summary Page 2


INCOMEIn 2017, 50% of meals and entertainment were allowed as a business expense. Underthe Tax Cuts and Jobs Act, only meals are allowed as a business expense in 2018.Entertainment expenses are no longer allowed.

- California state tax law allows entertainment as a business expense.

TAX COMPUTATIONThe Tax Cuts and Jobs Act increased the standard deduction from $6,350 in 2017, to$12,000 in 2018.

The Tax Cuts and Jobs Act eliminated the deduction for personal exemptions in2018.

The Tax Cuts and Jobs Act added a deduction for qualified business income that isin addition to the standard or itemized deductions.

2018 2017 DiffINCOMEWages, salaries, tips, etc . . . . . . . . . . . . . . . . . . . . . 73,886 0 73,886Interest income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 19 -9Taxable pensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 56,778 -56,778Refunds of state and local taxes. . . . . . . . . . . . 0 1,278 -1,278Business income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,277 1,765 7,512Total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83,173 59,840 23,333

ADJUSTMENTS TO INCOMEDeductible part of self-employment tax. . . 656 125 531Self-employed health insurance . . . . . . . . . . . . . . . 521 1,640 -1,119Total adjustments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,177 1,765 -588Adjusted gross income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81,996 58,075 23,921

ITEMIZED DEDUCTIONSTaxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,562 4,747 4,815Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,379 7,645 5,734Contributions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 869 722 147Total itemized deductions. . . . . . . . . . . . . . . . . . . . . . . 23,810 13,114 10,696

TAX COMPUTATIONStandard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,000 6,350 5,650Larger of itemized or standard deduction 23,810 13,114 10,696Income prior to exemption deduction. . . . . . . . 58,186 44,961 13,225Exemption deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 8,100 -8,100Qualified business income deduction. . . . . . . . 1,855 0 1,855Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56,331 36,861 19,470Tax before credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,331 5,065 3,266

CREDITSEducation credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 1,500 -1,500Mortgage interest credit . . . . . . . . . . . . . . . . . . . . . . . . 0 1,349 -1,349Total credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 2,849 -2,849Tax after credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,331 2,216 6,115

OTHER TAXESSelf-employment tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,311 249 1,062Tax on IRAs, other qual. ret. plans, etc 0 5,678 -5,678Total tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,642 8,143 1,499

PAYMENTSFederal income tax withheld. . . . . . . . . . . . . . . . . . . . 8,716 11,356 -2,640American opportunity credit. . . . . . . . . . . . . . . . . . . . 0 1,000 -1,000Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,716 12,356 -3,640

REFUND OR AMOUNT DUEAmount overpaid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 4,213 -4,213Amount refunded to you . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 4,213 -4,213Amount you owe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 926 0 926

TAX RATESMarginal tax rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.0% 15.0% 7.0%Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17.1% 22.1% -5.0%

2018 Federal Income Tax Summary Page 1


2018 2017 DiffFEDERAL ADJUSTED GROSS INCOMEFederal adjusted gross income. . . . . . . . . . . . . . . . . 81,996 58,075 23,921

CALIFORNIA SUBTRACTIONSState tax refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 1,278 -1,278Total subtractions from federal AGI. . . . . . . . 0 1,278 -1,278

ADJUSTED GROSS INCOMEAdjusted gross income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81,996 56,797 25,199

ITEMIZED DEDUCTIONSFederal itemized deductions. . . . . . . . . . . . . . . . . . . . 0 13,114 -13,114Less state, local and foreign taxes. . . . . . . . 0 1,136 -1,136Other adjustments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 1,349 -1,349Itemized deduction before limitation. . . . . . 18,359 0 18,359California itemized deductions . . . . . . . . . . . . . . . 18,359 13,327 5,032California standard deduction. . . . . . . . . . . . . . . . . 4,401 4,236 165

TAX COMPUTATIONTotal taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63,637 43,470 20,167Tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,168 1,538 1,630Exemption credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 467 -349Net tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,050 1,071 1,979

OTHER TAXESOther taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 1,419 -1,419Total tax liability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,050 2,490 560

PAYMENTSCalifornia income tax withheld . . . . . . . . . . . . . . . 4,097 1,136 2,961Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,097 1,136 2,961

REFUND OR AMOUNT DUEAmount overpaid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,047 0 1,047Amount you owe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 1,354 -1,354Amount refunded to you . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,047 0 1,047

TAX RATESMarginal tax rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.3% 8.0% 1.3%Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.8% 5.7% -0.9%

2018 California Income Tax Summary Page 1


PriorCur 179/

Date Date Cost/ Bus. 179/ SDA/ CurrentNo. Description Acquired Sold Basis Pct. SDA Depr. Method Life Depr.

Schedule A (Points)________________________

Amortization____________

1 POINTS ON REFI 10/04/18 4,704 S/L 30 39

Total Amortization 4,704 0 0 39

Total Depreciation 0 0 0 0

Grand Total Amortization 4,704 0 0 39

Grand Total Depreciation 0 0 0 0

12/31/18 2018 Federal Summary Depreciation Schedule Page 1


TAXABLE YEAR FORMCalifornia Resident2018 540Income Tax Return

A

R

RP

Filing If your California filing status is different from your federal filing status, check the box here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Status

1 4Single Head of household (with qualifying person). See instructions.

2 Married/RDP filing jointly. See inst. Qualifying widow(er). See instructions. Enter year spouse/RDP died5

See instructions.

3 Married/RDP filing separately. Enter spouse's/RDP's SSN or ITIN above and full name here. . . . .

CAIA3912L 01/10/19 3101186 Form 540 2018 Side 1059

1

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00738860

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003208948199618359

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0006260567322281617

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00

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556-49-4028 GOME 18GEORGETTE GOMEZ

4125 PEPPER DR

485110PBA

34

31

4847

165805 5805F145870A

12 SCHG1

103803

093800

06

APE

01

APE

063

FN

040

072

TPID

SAN DIEGO CA 92105

ATTACH FEDERAL RETURN

DESIGNEE

0413

1

DDR1

11-03-1975

0403

44

0117

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0IRC1341

1047116

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409792305033 03540

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409771305064

8199613

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07 1 11808 0 0

097104796

04310430

409776043504340433

03554

0432

952-4589)(619

04400439043804370436

044304420441

Your name: Your SSN or ITIN:

@6 6If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See instructions. .

Exemptions For line 7, line 8, line 9, and line 10: Multiply the amount you enter in the box by the pre-printed dollar amount for that line.GWhole 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, inx $118 = $7the box. If you checked the box on line 6, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > >x $118 = $8 8Blind: If you (or your spouse/RDP) are visually impaired, enter 1; if both are visually impaired, enter 2. > >x $118 = $9 9@ >Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2. . . . . . . . .

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

Dependent 2Dependent 1 Dependent 3

First Name > > >

Last Name > > >

SSN @ @ @

Dependent'srelationship > > >to you

$10@Total dependent exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x $367 =>> $11 11Exemption amount: Add line 7 through line 10. Transfer this amount to line 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Taxable Income 12 12@State wages from your Form(s) W-2, box 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13 13Enter federal adjusted gross income from Form 1040, line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >

@14 14California adjustments ' subtractions. Enter the amount from Schedule CA (540), line 37, column B . . . . . . . . . .

15 15Subtract line 14 from line 13. If less than zero, enter the result in parentheses. See instructions. . . . . . . . . . . . . . . . .

@16 16California adjustments ' additions. Enter the amount from Schedule CA (540), line 37, column C. . . . . . . . . . . . .

@17 17California adjusted gross income. Combine line 15 and line 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Enter the18 Your California itemized deductions from Schedule CA (540), Part II, line 30; ORlarger of Your California standard deduction shown below for your filing status:

$4,401@Single or Married/RDP filing separately. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$8,802@Married/RDP filing jointly, Head of household, or Qualifying widow(er). . . . . . . . .

If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions. . . . . . . 18@

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

Tax 31 Tax. Check the box if from: Tax Table Tax Rate Schedule

31@ @ @FTB 3803 . . . . . . . . . . . . . . . . . . . . . . . . . . . . FTB 3800

Exemption credits. Enter the amount from line 11. If your federal AGI is more than $194,504,32see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32>

33 33Subtract line 32 from line 31. If less than zero, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >

34 34@@ FTB 5870A. . . . . . . . . . . . . . @Tax. See instructions. Check the box if from: Schedule G-1

35 35Add line 33 and line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >

CAIA3912L 01/10/193102186Side 2 Form 540 2018 059


1 118.

118.

73,886.

81,996.

81,996.

81,996.

18,359.

63,637.

3,168.

118.

3,050.

3,050.

X


@Special Credits 40 40Nonrefundable Child and Dependent Care Expenses Credit. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

43 43@code @ and amount. . . . . . . . . . . . . . . . . . . . . . . Enter credit name

44 44@code @ and amount. . . . . . . . . . . . . . . . . . . . . . . Enter credit name

45 45@To claim more than two credits, see instructions. Attach Schedule P (540). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

46 46@Nonrefundable renter's credit. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

47 47Add line 40 through line 46. These are your total credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >

Subtract line 47 from line 35. If less than zero, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 48>

Alternative minimum tax. Attach Schedule P (540) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other Taxes 61 61@

62 62@Mental Health Services Tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

@63 63Other taxes and credit recapture. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

64 64@Add line 48, line 61, line 62, and line 63. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Payments 71 71@California income tax withheld. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

72 72@2018 CA estimated tax and other payments. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

73 73@Withholding (Form 592-B and/or 593). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

74 74@Excess SDI (or VPDI) withheld. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

75 75@Earned Income Tax Credit (EITC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

76 Add lines 71 through 75. These are your total payments.76See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >

Use Tax 91 91@Use Tax. Do not leave blank. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . .

If line 91 is zero, check if: No use tax is owed.

You paid your use tax obligation directly to CDTFA.

Overpaid Tax/ 92 92Payments balance. If line 76 is more than line 91, subtract line 91 from line 76. . . . . . . . . . . . . . . . . . . . . . . . . . >Tax Due

93 93Use Tax balance. If line 91 is more than line 76, subtract line 76 from line 91 . . . . . . . . . . . . . . . . . . . . . . . . . . >

94 94Overpaid tax. If line 92 is more than line 64, subtract line 64 from line 92. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >

95 95@Amount of line 94 you want applied to your 2019 estimated tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

@96 96Overpaid tax available this year. Subtract line 95 from line 94. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

97 97Tax due. If line 92 is less than line 64, subtract line 92 from line 64 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >

CAIA3912L 01/10/19 3103186 Form 540 2018 Side 3059

556-49-4028GEORGETTE GOMEZ

1,047.

1,047.

3,050.

3,050.

4,097.

0.

4,097.

0.

4,097.

X


Code AmountContributions

400@California Seniors Special Fund. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

401@Alzheimer's Disease and Related Dementia Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

403@Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

405@California Breast Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

406@California Firefighters' Memorial Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

407@Emergency Food for Families Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

408@California Peace Officer Memorial Foundation Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

410@California Sea Otter Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

413@California Cancer Research Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

422@School Supplies for Homeless Children Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

423@State Parks Protection Fund/Parks Pass Purchase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

424@Protect Our Coast and Oceans Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

425@Keep Arts in Schools Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

430@State Children's Trust Fund for the Prevention of Child Abuse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

431@Prevention of Animal Homelessness and Cruelty Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

432@Revive the Salton Sea Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

433@California Domestic Violence Victims Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

434@Special Olympics Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

435@Type 1 Diabetes Research Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

436@California YMCA Youth and Government Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

437@Habitat for Humanity Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

438@California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

439@Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

440@Rape Backlog Kit Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

441@Organ and Tissue Donor Registry Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

442@National Alliance on Mental Illness California Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

443@Schools Not Prisons Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

110 110@Add code 400 through code 443. This is your total contribution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

CAIA3912L 01/10/193104186Side 4 Form 540 2018 059



111Amount AMOUNT YOU OWE. If you do not have an amount on line 96, add line 93, line 97, and line 110. See instructions. Do not send cash.You Owe Mail to: FRANCHISE TAX BOARD

PO BOX 942867SACRAMENTO CA 94267-0001. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111@

Pay online ' Go to ftb.ca.gov/pay for more information.

112 112Interest, late return penalties, and late payment penalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest andPenalties

113 113@ @ @FTB 5805F attached. . . . . . Underpayment of estimated tax. Check the box: FTB 5805 attached

114 114Total amount due. See instructions. Enclose, but do not staple, any payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

115 REFUND OR NO AMOUNT DUE. Subtract the sum of line 110, line 112 and line 113 from line 96. See instructions.Refund andDirect Deposit

Mail to: FRANCHISE TAX BOARDPO BOX 942840

115@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:

@Type

@@Routing number @Account numberChecking Direct deposit amount116

Savings

The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:

@Type

@@Routing number @Account numberChecking Direct deposit amount117

Savings

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 for1131. To request this notice by mail, call 800.852.5711. Under penalties of perjury, I declare that I have examined this tax return, including accompanyingschedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.

Your signature Date Spouse's/RDP's signature (if a joint tax return, both must sign)

Your email address. Enter only one email address. Preferred phone number> >SignHere

Paid preparer's signature (declaration of preparer is based on all information of which preparer has any knowledge)It is unlawfulto forge aspouse's/ @PTINFirm's name (or yours, if self-employed)RDP'ssignature.

Joint tax @FEINFirm's addressreturn? (Seeinstructions)

@ @Do you want to allow another person to discuss this tax return with us? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

Print Third Party Designee's Name Telephone Number

CAIA3912L 01/10/19 3105186 Form 540 2018 Side 5059


1,047.

X322281617 0006260567 1,047.

619-952-4589

ALAN SPIEGEL

ALAN SPIEGEL, CPA P00320894

16959 BERNARDO CTR DR STE 202SAN DIEGO, CA 92128

X

ALAN SPIEGEL 858-254-4566

TAXABLE YEAR SCHEDULE

2018 CA (540)California Adjustments ' ResidentsImportant: Attach this schedule behind Form 540, Side 5 as a supporting California schedule.Name(s) as shown on tax return SSN or ITIN

A B CSubtractions AdditionsPart I Income Adjustment Schedule Federal AmountsSee instructions See instructions(taxable amounts fromSection A ' Income

your federal tax return)from federal form 1040Wages, salaries, tips, etc. See instructions before making an1

1entry in column B or C. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > >>. . . . . . . . . . . . . . . . . 2 (a) 2bTaxable interest > > >>

3 3b(a)Ordinary dividends. See instructions. > > >>4 (a) 4b >>IRAs, pensions, and annuities. See instructions. >>5 (a) 5bSocial security benefits. . . . . . . . . . . . . . >>>

Section B ' Additional Incomefrom federal Schedule 1 (Form 1040)

10 10 >>Taxable refunds, credits, or offsets of state and local income taxes. . . . . . . . . . . .

11 11Alimony received. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >>12 12Business income or (loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >> >13 13 >>Capital gain or (loss). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . >14 14Other gains or (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >> >15a 15aReserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16a 16bReserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

17 17 >> >Rental real estate, royalties, partnerships, S corporations, trusts, etc. . . . . . . . . . .

18 18Farm income or (loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >> >19 19Unemployment compensation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >>20a 20aReserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

aa21 Other income. >a California lottery winnings bbe >NOL from FTB 3805Z, 3806,

3807, or 3809b Disaster loss deduction from FTB 3805V c21 c >>c f Other (describe): dd >Federal NOL (federal Schedule 1

(Form 1040), line 21) ee> >d NOL deduction from FTB 3805V ff > >

22 Total. Combine line 1 through line 21 in column A. Add line 1> >>22through line 21f in column B and column C. Go to Section C. . . .

Section C ' Adjustments to Incomefrom federal Schedule 1 (Form 1040)

23 23Educator expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >>24 Certain business expenses of reservists, performing artists,

24and fee-basis government officials . . . . . . . . . . . . . . . . . . . . . . . . . . . . > >>25 25Health savings account deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >>

26Moving expenses. Attach federal Form 3903. See instructions. . . 26 >>27 27Deductible part of self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . >28 28Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . >29 29Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . >

30Penalty on early withdrawal of savings. . . . . . . . . . . . . . . . . . . . . . . . . 30 >Alimony paid.31a

b >Recipient's: SSN

Last name 31a> >>32 32IRA deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >33 33Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >>34 34Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

35 35Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Add line 23 through line 31a and line 32 through line 35 in columns A, B, and C.36

>>36 >See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total. Subtract line 36 from line 22 in columns A, B, and C.3737See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > >>

CAIA4012L 04/16/19 Schedule CA (540) 2018 Side 17731184059


73,886.10.

9,277.

83,173.

656.

521.

1,177.

81,996.

Part II Adjustments to Federal Itemized Deductions A B CSubtractions AdditionsFederal Amounts(from federal Schedule See instructions See instructions>Check the box if you did NOT itemize for federal but will itemize for California . . . . A (Form 1040))

Medical and Dental Expenses

>1 1Medical and dental expenses

2 2>Enter amount from federal Form 1040, line 7

3 3>Multiply line 2 by 7.5% (0.075)

4 4bSubtract line 3 from line 1. If line 3 is more than line 1, enter 0 . . >Taxes You Paid

5a 5aState and local income tax or general sales taxes. . . . . . . . . . . . . . . >>5b 5bState and local real estate taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >5c 5cState and local personal property taxes. . . . . . . . . . . . . . . . . . . . . . . . . >5d 5dAdd lines 5a through 5c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >

Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) in. . . . . 5e 5e >column A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >Enter the amount from line 5a, column B in line 5e, column B . . . . . . . . . . . . . . . .

Enter the difference from line 5d and line 5e, column A in line 5e, column C. . . . . . >6 6Other taxes. List type . . . . . . . > > >7 7Add lines 5e and 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > > >Interest You Paid

8a 8aHome mortgage interest and points reported to you on Form 1098. . . . . . . . . . . . . . > >8b 8bHome mortgage interest not reported to you on Form 1098 . . . . . . . . . . . . . . . . . . . >>

8c8c Points not reported to you on Form 1098. . . . . . . . . . . . . . . . . . . . . . . . >>8d 8dReserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8e 8eAdd lines 8a through 8c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > >9 9Investment interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > > >10 10Add lines 8e and 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >>>Gifts to Charity

11 11Gifts by cash or check. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > > >12 12Other than by cash or check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > > >13 13Carryover from prior year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > > >14 14Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > > >Casualty and Theft Losses

15 Casualty or theft loss(es) (other than net qualified disaster losses). Attach federal > >15 >Form 4684. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other Itemized Deductions

16 16Other'from list in federal instructions . . . . . . . . . . . . . . . . . . . . . . . . . . >> >17 17Add lines 4, 7, 10, 14, 15, and 16 in columns A, B, and C. . . . . . . . > > >

18 18>Total Adjustments to Federal Itemized Deductions. Combine line 17 column A less column B plus column C. . . . . . . . . . . . .

CAIA4012L 04/16/19Side 2 Schedule CA (540) 2018 (REV 04-19) 7732184059


5,451. 5,451.4,111.

9,562.9,562.

5,451.

9,562. 5,451.

13,340.

39.

13,379.

13,379.

380.489.

869.

23,810. 5,451.

18,359.

Job Expenses and Certain Miscellaneous Deductions

19 Unreimbursed employee expenses - job travel, union dues, job education, etc.19>Attach federal Form 2106 if required. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

20 20Tax preparation fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >21 Other expenses - investment,

21safe deposit box, etc. List type > . . . . . . . . . . . . . >22 22Add lines 19 through 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >23 >Enter amount from federal Form 1040, line 7

24 24Multiply line 23 by 2% (0.02). If less than zero, enter 0 . . . . . . . . . . . . . . . . . . . >

>25 25Subtract line 24 from line 22. If line 24 is more than line 22, enter 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

26 26Total Itemized Deductions. Add line 18 and line 25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . >27 Other adjustments. See instructions.

27Specify. > >

28Combine line 26 and line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 >29 Is your federal AGI (Form 540, line 13) more than the amount shown below for your filing status?

$194,504Single or married/RDP filing separately. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$291,760Head of household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$389,013Married/RDP filing jointly or qualifying widow(er). . . . . . . . . . . . . . . . . . . . No. Transfer the amount on line 28 to line 29.

29Yes. Complete the Itemized Deductions Worksheet in the instructions for Schedule CA (540), line 29 . . . . . . . . . >

30 Enter the larger of the amount on line 29 or your standard deduction listed below

$4,401Single or married/RDP filing separately. See instructions. . . . . . . . . . . . . .

$8,802Married/RDP filing jointly, head of household, or qualifying widow(er). . .

Transfer the amount on line 30 to Form 540, line 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30>

CAIA4012L 04/16/19 Schedule CA (540) 2018 Side 37733184059

18,359.

18,359.

18,359.

18,359.

0.

0.


PriorCur 179/

Date Date Cost/ Bus. 179/ SDA/ CurrentNo. Description Acquired Sold Basis Pct. SDA Depr. Method Life Depr.

Schedule A (Points)________________________

Amortization____________

1 POINTS ON REFI 10/04/18 4,704 S/L 30 39

Total Amortization 4,704 0 0 39

Total Depreciation 0 0 0 0

Grand Total Amortization 4,704 0 0 39

Grand Total Depreciation 0 0 0 0

12/31/18 2018 California Summary Depreciation Schedule Page 1


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