2020 1040 Ramirez, Raul & Adriana Tax Return

CGC-Mroz Accountants and Advisors
73733 Fred Waring Dr Ste 105

Palm Desert, CA 92260
760-345-2570
April 24, 2021
CONFIDENTIAL
Raul Ramirez & Adriana Martinez Ramirez

506 Castlehill Dr.
WALNUT, CA 91789
Dear Raul & Adriana:
We have prepared the following returns from information provided by you without verification
or audit:
U.S. Individual Income Tax Return (Form 1040)

California Resident Income Tax Return (Form 540)
We suggest that you examine these returns carefully to fully acquaint yourself with all items
contained therein to ensure that there are no omissions or misstatements. Attached are
instructions for signing and filing each return. Please follow those instructions carefully.
Also enclosed is any material you furnished for use in preparing the returns. If the returns are
examined, requests may be made for supporting documentation. Therefore, we recommend that
you retain all pertinent records for at least seven years.
This office is committed to using safeguards that protect your information from data theft. To
further protect your identity, you can also take steps to stop thieves. IRS Publication 4524
(www.irs.gov/pub/irs-pdf/p4524.pdf ) outlines simple steps that help you keep your computer
secure, avoid phishing and malware, and protect your personal information.
In order that we may properly advise you of tax considerations, please keep us informed of any
significant changes in your financial affairs or of any correspondence received from taxing
authorities.
If you have any questions or if we can be of assistance in any way, please do not hesitate to call.
Sincerely,
CGC Accountants & Advisors

CGC-Mroz Accountants and Advisors
Form 1040 Return Carryover Summary 2020
Name Taxpayer Identification Number
RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691
Activity/Form Unit Description Carryover to 2021
1116 1 PASSIVE INCOME
FOREIGN TAX CREDIT 633
FOREIGN TAX CREDIT AMT 1,172
D LONG-TERM CAPITAL LOSS 33,223
D LONG-TERM CAPITAL LOSS AMT 33,223
Form 1040 Two Year Comparison Report - Page 1 2019 & 2020
2019 2020 Differences
Filing Status MFJ MFJ
Dependents 3 3
1. Salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 108,189 105,430 -2,759
2. Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 4,364 3,100 -1,264
3. Tax exempt interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 1,071 -1,071
4. Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 51,204 48,798 -2,406
5. Qualified dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 42,393 37,709 -4,684
6. Taxable state/local refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
I 8. Business income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 3,200 1,250 -1,950
n 9. Capital gain/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 69,927 -3,000 -72,927
c 10. Other gains/losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
o 11. Taxable IRA distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
m 12. Taxable pensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
e 13. Rent and royalty income including farm rental . . . . . . . . . . . . . . . 13.
14. Partnership/S corp income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. -44 -44
15. Estate or trust income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Farm income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17.
18. Taxable social security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3,027 4,000 973
20. Total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 239,911 159,534 -80,377
A 21. Moving expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
d 22. Deductible part of self-employment tax . . . . . . . . . . . . . . . . . . . . . . 22. 226 88 -138
j
u 23. SEP/SIMPLE/Qualified plans deductions . . . . . . . . . . . . . . . . . . . . 23.
s 24. SE health insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
t 25. Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . 25.
m
26. Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
e
n 27. IRA deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
t 28. Student loan interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
s 29. Other adjustments (incl charitable contrib w/std ded) . . . . . . . . . . . . 29. 250 250
30. Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 239,435 159,196 -80,239
31. Medical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.
D 32. Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32. 10,000 10,000
e 33. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 21,942 14,327 -7,615
d 34. Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.
u 35. Casualty losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
c 36. Miscellaneous expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36. 3,000 4,000 1,000
t 37. Allowable itemized deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37. 34,942 28,327 -6,615
i 38. Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38. 24,400 24,800 400
o ITEMIZED ITEMIZED
n 39. Deduction taken 39. 34,942 28,327 -6,615
..............................................
s 40. Taxable income before Qual Bus Inc Ded (QBID) . . . . . . . . . . . 40. 204,493 130,869 -73,624
41. QBID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41. 1,085 661 -424
42. Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42. 203,408 130,208 -73,200
Form 1040 Two Year Comparison Report - Page 2 2019 & 2020
43. Taxable income from 2YR page 1, line 42 . . . . . . . . . . . . . . . . . . . 43. 203,408 130,208 -73,200
44. Tax on taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44. 28,602 17,581 -11,021
45. Alternative minimum tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45.
46. Excess advance premium tax credit . . . . . . . . . . . . . . . . . . . . . . . . . 46.
47. Child care credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47.
48. Education credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48.
T 49. Retirement savings credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49.
a 50. Child & other dependent tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . 50. 6,000 6,000
x 51. General business credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.
52. Other credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52. 781 63 -718
C 53. Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53. 6,781 6,063 -718
o 54. Net tax liability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54. 21,821 11,518 -10,303
m 55. Self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55. 452 176 -276
p 56. Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56.
u 57. Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57. 22,273 11,694 -10,579
t 58. Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58. 8,050 7,605 -445
a 59. Estimated tax payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59. 2,777 16,800 14,023
t 60. Earned income credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60.
i 61. Additional Child tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61.
o 62. Other refundable tax credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62.
n 63. Other payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63. 5,980 5,980
64. Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64. 10,827 30,385 19,558
65. Tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65. 11,446 -18,691 -30,137
66. Penalties and interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66. 261 -261
67. Net tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67. 11,707 -18,691 -30,398
68. Refund applied to estimated tax payments . . . . . . . . . . . . . . . . . . 68.
69. Refund received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69. -18,691 -18,691
70. Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70. 11.0 % 9.0 %
Two Year Comparison - Tax Reconciliation Marginal Tax Rates
2019 2019 Marginal 2020 2020 Marginal

Taxable Income Tax Rate Taxable Income Tax Rate
Ordinary income . . . . . 91,088 22.0 % 92,499 22.0 %
Capital income . . . . . . . 112,320 15.0 % 37,709 15.0 %
Capital - Sec. 1250 . . . % %
Capital - Sec. 1202 . . . % %
Form 1040 Two Year Comparison Report - Schedule C 2019 & 2020
Name Taxpayer identification number
RAUL RAMIREZ 562-75-4691
Principal business or profession Unit
TEACHER 1
Income 2019 2020 Differences
1. Gross receipts or sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 4,800 1,850 -2,950
2. Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Gross profit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 4,800 1,850 -2,950
5. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 4,800 1,850 -2,950
Expenses
7. Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Car and truck expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Commissions and fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Contract labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Depreciation and section 179 expense deduction . . . . . . . . . . . . . . . . . . 12.
13. Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Insurance (other than health) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
15. Interest - mortgage (paid to banks, etc.) . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Interest - other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Legal and professional services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 1,600 600 -1,000
18. Office expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Pension and profit-sharing plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Rent or lease - vehicles, machinery, and equipment . . . . . . . . . . . . . . . 20.
21. Rent or lease - other business property . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
22. Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Supplies (not included in cost of goods sold) . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Taxes and licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.
25. Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.
26. Total meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
26a. Nondeductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . 26a.
26b. Deductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26b.
27. Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Wages (less employment credits) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
29. Other expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29.
30. Total expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30. 1,600 600 -1,000
Profit/ (loss)
31. Tentative profit (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 3,200 1,250 -1,950
32. Expenses for business use of home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.
33. Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33. 3,200 1,250 -1,950
Cost of Goods Sold

34. Inventory - Beginning of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.
35. Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
36. Labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36.
37. Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37.
38. Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38.
39. Goods available for sale (sum of lines 34-38) . . . . . . . . . . . . . . . . . . . 39.
40. Inventory - End of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40.
Form 1040 Recovery Rebate Credit Worksheet 2020
Filing Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MFJ 1040/1040-SR Line 11 (AGI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159,196
EIP 1 EIP 2 Qualifying children for economic impact payment:
(Line 5/16 below) (Line 8/19 below) a. Children qualified for the child tax credit . . . . . . . . . . . . . . . . . . . . . . . . . a. 3
Tp/Joint 0 0 b. Children under 17 with adoption taxpayer id no. (ATIN) . . . . . . . . . b.
Sp c. Line a + b. Total qualifying children under 17 with valid SSN* c. 3
Total 0 0 d. Multiply line c by $500 and enter on line 6 below . d. 1,500
EIP = Economic Impact Payment also referred to as stimulus check/payment e. Multiply line c by $600 and enter on line 9 below e. 1,800
1. Can you be claimed as a dependent on another person's 2020 return? If filing a joint return, go to line 2.
No. Go to line 2.
Yes. STOP You can't take the credit. Don't complete the rest of this worksheet and don't enter any amount on line 30.
2. Does your 2020 return include a valid social security number (defined under Valid social security number, below) *
for you and, if filing joint return, your spouse?
X Yes. Skip lines 3 and 4 and go to line 5.
No. If you are filing a joint return, go to line 3. If you aren't filing a joint return, STOP you can't take the credit.
Don't complete the rest of this worksheet and don't enter any amount on line 30.
3. Was at least one of you a member of the U.S. Armed Forces at any time during 2020, and does at least one of you
have a valid social security number (defined under Valid social security number, below)? *
Yes. Your credit is not limited. Go to line 5.
No. Go to line 4.
4. Does one of you have a valid social number (defined under Valid social security number, below)? *
Yes. Your credit is limited. Go to line 5.
No. STOP You can't take the credit. Don't complete the rest of this worksheet and don't enter any amount on line 30.
5. If your EIP 1 was $1,200 ($2,400 if married filing jointly) plus $500 for each qualifying child you had in 2020
skip lines 5 and 6, enter zero on lines 7 and 16, and go to line 8. Otherwise, enter:
$1,200 if single, HOH, MFS, QW, or if MFJ and answered "Yes" to question 4
$2,400 if married filing jointly and you answered "Yes" to question 2 or 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 2,400
6. Multiply $500 by the number of qualifying children under 17 at the end of 2020 listed in the Dependents section on pg 1
of Form 1040 or 1040-SR for whom you either checked the "Child tax credit" box or entered an adoption taxpayer id no. 6. 1,500
7. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 3,900
8. If your EIP 2 was $600 ($1,200 if married filing jointly) plus $600 for each qualifying child you had in 2020,
skip lines 8 and 9, enter zero on lines 10 and 19, and go to line 11. Otherwise, enter:
$600 if single, HOH, MFS, QW, or if MFJ and answered "Yes" to question 4
$1,200 if married filing jointly and you answered "Yes" to question 2 or 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1,200
9. Multiply $600 by the number of qualifying children under 17 at the end of 2020 listed in Dependents section of
Form 1040 or 1040-SR for whom you either checked the "Child tax credit" box or entered an adoption taxpayer id no. . 9. 1,800
10. Add lines 8 and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 3,000
11. Enter the amount from line 11 of Form 1040 or 1040-SR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 159,196
12. Enter the amount shown below for your filing status:
$150,000 if married filing jointly or qualifying widow(er) $112,500 if head of household.
$75,000 if single or married filing separately ........................................................................ 12. 150,000
13. Is the amount on line 11 more than the amount on line 12?
No. Skip line 14. Enter the amount from line 7 on line 15 below and the amount from line 10 on line 18.
X Yes. Subtract line 12 from line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 9,196
14. Multiply line 13 by 5% (0.05) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. 460
15. Subtract line 14 from line 7. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 3,440
16. Enter the amount, if any, of the EIP 1 that was issued to you (before offset for any past-due child support payment)
You may refer to Notice 1444 or your tax account at IRS.gov/Account for the amount to enter here . . . . . . . . . . . . . . . . . . . . 16. 0
17. Subtract line 16 from line 15. If zero or less, enter -0-. If line 16 is more than line 15, you don't have to pay back
the difference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 3,440
18. Subtract line 14 from line10. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18. 2,540
19. Enter the amount, if any, of the EIP 2 that was issued to you You may refer to Notice 1444-B or your tax account
information at IRS.gov/Account for the amount to enter here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 0
20. Subtract line 19 from line 18. If zero or less, enter -0-. If line 19 is more than line 18, you don't have to pay back
the difference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 2,540
21. Recovery rebate credit for 2020. Add lines 17 and 20. Enter results here and on Form 1040/1040-SR line 30 . . . . . . . 21. 5,980
*A valid social security number is one that is valid for employment in the United States and is issued before the due date of your 2020 return (including extensions).
1040 Department of the Treasury—Internal Revenue Service (99)
Form
U.S. Individual Income Tax Return 2020 OMB No. 1545-0074 IRS Use Only–Do not write or staple in this space.
Filing Status Single X Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child's name if the qualifying
one box.
person is a child but not your dependent.u
Your first name and middle initial Last name Your social security number

If joint return, spouse's first name and middle initial Last name Spouse's social security number
ADRIANA MARTINEZ RAMIREZ 610-69-3891

Home address (number and street). If you have a P.O box, see instructions. Apt. no. Presidential Election Campaign
Check here if you, or your
506 CASTLEHILL DR. spouse if filing jointly, want $3
City, town or post office .If you have a foreign address, also complete spaces below. State ZIP code to go to this fund.Checking a
box below will not change
WALNUT CA 91789 your tax or refund.
Foreign country name Foreign province/state/county Foreign postal code
You Spouse
At anytime during 2020, did you receive, sell, send, exchange, or otherwise acquire financial interest in any virtual currency? Yes X No
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) ü if qualifies for (see instructions):
number
(1) First name Last name
to you Child tax credit Credit for other dependents
If more
than four MATTHEW RAMIREZ 605-67-6136 SON X
dependents,
see instructions VALENTINA RAMIREZ 608-81-1218 DAUGHTER X
and check
here ADRIANA RAMIREZ 718-42-9808 DAUGHTER X
u
Attach
Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 1 105,430
Sch.B if
2a
Tax-exempt interest . . 2a b Taxable interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b 3,100
required.
3a
Qualified dividends . . . 3a 37,709 b Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . . 3b 48,798
4a
IRA distributions . . . . . . 4a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
5a Pensions and annuities 5a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b
6a Soc. sec. ben. ........ 6a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b
Standard
Deduction for – 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 7 -3,000
• Single or
Married filing
8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 5,206
separately, 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 9 159,534
$12,400
• Married filing
10 Adjustments to income:
jointly or
Qualifying
a From Schedule 1, line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a 338
widow(er), b Charitable contributions if you take the standard deduction. See instructions 10b
$24,800
• Head of
c Add line 10a and 10b. These are your total adjustments to income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10c 338
household,
$18,650
11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 11 159,196
• If you checked 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 28,327
any box under
Standard
13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 661
Deduction,
see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 28,988
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 130,208
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)
DAA
Form 1040 (2020) RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691 Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972
3 ................................................................................................ 16 17,581
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 17,581
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 6,000
20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 63
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 6,063
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 11,518
23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 176
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u .. 24 11,694
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a 7,605
b Form(s) 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25d 7,605
• If you have a
26 2020 estimated tax payments and amount applied from 2019 return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 16,800
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
attach Sch. EIC.
28 Additional child tax credit. Attach Schedule 8812 . . . . . . . . . . . . . . . . . . . 28
• If you have
nontaxable 29 American opportunity credit from Form 8863, line 8 . . . . . . . . . . . . . . . . 29
combat pay, see
instructions. 30 Recovery rebate credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 5,980
31 Amount from Schedule 3, line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
32 Add lines 27 through 31. These are your total other payments and refundable credits . . . . . . . u 32 5,980
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 33 30,385
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . . . . . . 34 18,691
Direct deposit? 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . . . . u 35a 18,691
See instructions u b Routing number 322271627 u c Type: X Checking Savings
u d Account number 942243180
36 Amount of line 34 you want applied to your 2021 estimated tax u 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 37
You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
For details on 2020. See Schedule 3, line 12e, and its instructions for details.
how to pay, see
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . u 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u X Yes. Complete below. No
Designee’s Phone Personal identification number
name u KELLI COX no. u 760-345-2570 (PIN) u 92260

Sign 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, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here If the IRS sent you an Identity
Your signature Date Your occupation Protection PIN, enter it here
Joint return?
(see inst.)
See instructions. TEACHER
Keep a copy for If the IRS sent your spouse an
Spouse's signature. If a joint return, both must sign. Date Spouse's occupation Identity Protection PIN, enter it here
your records.
(see inst.)
HOMEMAKER
Phone no. Email address
Preparer's name Preparer's signature Date PTIN Check if:
Paid KELLI COX KELLI COX 04/24/21 P01344838 Self-employed
Preparer Firm's name u CGC-MROZ ACCOUNTANTS AND ADVISORS Phone no. 760-345-2570
Use Only 73733 FRED WARING DR STE 105
Firm's address u PALM DESERT CA 92260 Firm's EIN u 82-0625147
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2020)
DAA
SCHEDULE 1 Additional Income and Adjustments to Income OMB No. 1545-0074
(Form 1040)
Department of the Treasury u Attach to Form 1040,1040-SR, or 1040-NR.

2020
Attachment
Internal Revenue Service u Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040,1040-SR, or 1040-NR Your social security number

Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions) u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1,250
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . 5 -44
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income. List type and amount u . . . .GAMBLING INCOME FROM W-2G
..........................................................................
. . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 4,000
9 Combine lines 1 through 8. Enter here and on Form 1040, 1040-SR, or 1040-NR, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 5,206
Part II Adjustments to Income
10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 250
11 Certain business expenses of reservists, performing artists, and fee-basis government
officials. Attach Form 2106 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 88
15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18a
b Recipient's SSN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
c Date of original divorce or separation agreement (see instructions) u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Tuition and fees deduction. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Add lines 10 through 21. These are your adjustments to income. Enter here and
on Form 1040, 1040-SR, or 1040-NR, line 10a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 338
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 1 (Form 1040) 2020
DAA
SCHEDULE 2 Additional Taxes OMB No. 1545-0074
(Form 1040)
Department of the Treasury

u Attach to Form 1040 or 1040-SR, or 1040-NR.
2020
Attachment
Name(s) shown on Form 1040 or 1040-SR, or 1040-NR Your social security number
Part I Tax
1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Add lines 1 and 2. Enter here and include on Form 1040 or 1040-SR, or 1040-NR, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 176
5 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored
accounts. Attach Form 5329 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7a Household employment taxes. Attach Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a
b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if
required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b
8 Taxes from: a Form 8959 b Form 8960

c Instructions; enter code(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Section 965 net tax liability installment from Form 965-A . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form
1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 176
DAA
SCHEDULE 3 Additional Credits and Payments OMB No. 1545-0074
(Form 1040)
2020
Attachment
Name(s) shown on Form 1040 ,1040-SR, or 1040-NR Your social security number

Part I Nonrefundable Credits
1 Foreign tax credit. Attached Form 1116 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 63
2 Credit for child and dependent care expenses. Attach Form 2441 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Other credits from Form: a 3800 b 8801 c 6
7 Add lines 1 through 6. Enter here and include on Form 1040, 1040-SR, or 1040-NR, line 20 . . . . . . . . . . . . . . . . . . . . . . . . . 7 63
Part II Other Payments and Refundable Credits
8 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Amount paid with request for extension to file (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Other payments or refundable credits:
a Form 2439 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a
b Qualified sick and family leave credits from Schedule(s) H and
Form(s) 7202 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b
c Health coverage tax credit from Form 8885 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12c
d Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12d
e Deferral for certain Schedule H or SE filers (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . 12e
f Add lines 12a through 12e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12f
13 Add lines 8 through 12f. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
DAA
SCHEDULE A Itemized Deductions OMB No. 1545-0074
(Form 1040)
u Go to www.irs.gov/ScheduleA for instructions and the latest information.
u Attach to Form 1040 or 1040-SR.
2020
Attachment
Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07
Name(s) shown on Form 1040 or 1040-SR Your social security number
Medical Caution: Do not include expenses reimbursed or paid by others.
and 1 Medical and dental expenses (see instructions) . . . . . . . . . . . . . . . . . . . . 1 640
Dental 2 Enter amount from Form 1040 or
Expenses 1040-SR, line 11 . . . . . . . . . . . . . . . . . 2 159,196
3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 11,940
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 0
Taxes You 5 State and local taxes.
Paid 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 instead
of income taxes, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 5a 13,197
b State and local real estate taxes (see instructions) . . . . . . . . . . . . . . . . . 5b 12,743
c State and local personal property taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5c 248
d Add lines 5a through 5c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5d 26,188
e Enter the smaller of line 5d or $10,000 ($5,000 if married filing
separately) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5e 10,000
6 Other taxes. List type and amount u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. ...................................................................... 6
7 Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 10,000
Interest You 8 Home mortgage interest and points. If you didn't use all of your
Paid home mortgage loan(s) to buy, build, or improve your home,
Caution: Your see instructions and check this box . . . . . . . . . . . . . . . . . . . . . . . . u
mortgage interest
deduction may be a Home mortgage interest and points reported to you on Form 1098.
limited (see
instructions).
See instructions if limited . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 14,166
b Home mortgage interest not reported to you on Form 1098. See
instructions if limited. If paid to the person from whom you bought the
home, see instructions and show that person’s name, identifying no.,
and address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
u ....................................................................
. ...................................................................... 8b
c Points not reported to you on Form 1098. See instructions for
special rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8c 139
d Mortgage insurance premiums (see instructions) . . . . . . . . . . . . . . . . . . . 8d
e Add lines 8a through 8d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e 14,305
9 Investment interest. Attach Form 4952 if required. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 22
10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 14,327
Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more,
Charity see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Other than by cash or check. If you made any gift of $250 or more,
Caution: If you
made a gift and see instructions. You must attach Form 8283 if over $500 . . . . . . . . . 12
got a benefit for it,
see instructions.
13 Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified
Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Other 16 Other—from list in instructions. List type and amount u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Itemized GAMBLING LOSSES
. ........................................................................................................
Deductions 16 4,000
Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on
Itemized Form 1040 or 1040-SR, line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 28,327
Deductions 18 If you elect to itemize deductions even though they are less than your standard
deduction, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Schedule A (Form 1040) 2020
DAA
SCHEDULE B OMB No. 1545-0074
(Form 1040) Interest and Ordinary Dividends
u Go to www.irs.gov/ScheduleB for instructions and the latest information. 2020
Attachment
Internal Revenue Service (99) u Attach to Form 1040 or 1040-SR. Sequence No. 08
Name(s) shown on return Your social security number
Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount
buyer used the property as a personal residence, see the instructions and list this
Interest interest first. Also, show that buyer’s social security number and address u
(See instructions CHARLES SCHWAB 5777
. ............................................................................................................ 1
and the CHARLES SCHWAB 6383 3
. ............................................................................................................
instructions for
. CHARLES
. . . . . . . . . . . . . . . . .SCHWAB
. . . . . . . . . . . . . . . 7151
............................................................................ 3
Form 1040 and
1040-SR, line 2b.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8485
CHARLES SCHWAB ............................................................................ 5,273
. CHARLES
. . . . . . . . . . . . . . . . .SCHWAB
. . . . . . . . . . . . . . .&. . . . CO.,
. . . . . . . . . . . INC
. . . . . . . . . -8485
. . . . . . . . . . . . . BOND
. . . . . . . . . . . PREM
............................ -891
CHARLES SCHWAB 8485 ACC INT
. ............................................................................................................
1 -1,305
Note: If you
. UNITED
. . . . . . . . . . . . . . .STATES
. . . . . . . . . . . . . . .OIL
. . . . . . . . .FUND.
. . . . . . . . . . . . .LP
. . . . . . . . . . . . . . . . . . . . . . . . . .20-2830691
.............................. 16
received a Form
1099-INT, Form . ............................................................................................................
1099-OID, or . ............................................................................................................
substitute
. ............................................................................................................
statement from
a brokerage firm, . ............................................................................................................
list the firm's . ............................................................................................................
name as the . ............................................................................................................
payer and enter
the total interest . ............................................................................................................
shown on that 2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3,100
form. 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR,
line 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 4 3,100
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CHARLES SCHWAB 6383
. ............................................................................................................ 19,622
Ordinary . CHARLES
. . . . . . . . . . . . . . . . .SCHWAB
. . . . . . . . . . . . . . . 7151
............................................................................ 7,760
Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8485
CHARLES SCHWAB ............................................................................ 21,412
(See instructions . UNITED
. . . . . . . . . . . . . . .STATES
. . . . . . . . . . . . . . .OIL
. . . . . . . . .FUND.
. . . . . . . . . . . . .LP
. . . . . . . . . . . . . . . . . . . . . . . . . .20-2830691
.............................. 4
and the . ............................................................................................................
instructions for
. ............................................................................................................
Form 1040 and
. ............................................................................................................ 5
1040-SR, line 3b.)
. ............................................................................................................
Note: If you
received a Form . ............................................................................................................
1099-DIV or . ............................................................................................................
substitute
. ............................................................................................................
statement from
a brokerage firm, . ............................................................................................................
list the firm's . ............................................................................................................
name as the . ............................................................................................................
payer and enter
the ordinary . ............................................................................................................
dividends shown 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR,
on that form. line 3b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 6 48,798
Note: If line 6 is over $1,500, you must complete Part III.
Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a
Yes No
foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
Foreign 7a At any time during 2020, did you have a financial interest in or signature authority over a financial
Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign
and Trusts country? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial
Caution: If
Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114
required, failure
to file FinCEN and its instructions for filing requirements and exceptions to those requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 114 may b If you are required to file FinCEN Form 114, enter the name of the foreign country where the
result in financial account is located u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
substantial
penalties. See 8 During 2020 did you receive a distribution from, or were you the grantor of, or transferor to, a
instructions. foreign trust? If "Yes," you may have to file Form 3520. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040) 2020
DAA
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074
(Form 1040) (Sole Proprietorship)

u Go to www.irs.gov/ScheduleC for instructions and the latest information.
2020
Attachment
Internal Revenue Service (99) u Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships generally must file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)

A Principal business or profession, including product or service (see instructions) B Enter code from instructions
TEACHER u 611000
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
E Business address (including suite or room no.) u 506 CASTLEHILL DR.

...........................................................................................................
City, town or post office, state, and ZIP code WALNUT CA 91789
F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G Did you “materially participate” in the operation of this business during 2020? If “No,” see instructions for limit on losses . . . . . . . . X Yes No
H If you started or acquired this business during 2020, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
I Did you make any payments in 2020 that would require you to file Form(s) 1099? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No
J If "Yes," did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 1 1,850
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1,850
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 1,850
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 7 1,850
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising ........................
8 18 Office expense (see instructions) ....... 18
9 Car and truck expenses (see 19 Pension and profit-sharing plans . . . . . . . . 19
instructions) . . . . . . . . . . . . . . . . . . . . . . 9 20 Rent or lease (see instructions):
10 Commissions and fees . . . . . . . . . . . 10 a Vehicles, machinery, and equipment . . . 20a
11 Contract labor (see instructions) . . . . . . 11 b Other business property . . . . . . . . . . . . . . . . . 20b
12 Depletion . . . . . . . . . . . . . . . . . . . . . . . . . 12 21 Repairs and maintenance . . . . . . . . . . . . . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . . . . . . . 22
expense deduction (not 23 Taxes and licenses . . . . . . . . . . . . . . . . . . . . . . 23
included in Part III) (see
instructions) . . . . . . . . . . . . . . . . . . . . . . 13 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
(other than on line 19) . . . . . . . . . . . . 14 b Deductible meals (see
15 Insurance (other than health) . . . . . 15 instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24b
16 Interest (see instructions): 25 Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
a Mortgage (paid to banks, etc.) . . . . 16a 26 Wages (less employment credits) . . . . . . . 26
b Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b
27a Other expenses (from line 48) . . . . . . . . . . 27a
17 Legal and professional services . . 17 600 b Reserved for future use . . . . . . . . . . . . . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 28 600
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 1,250
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless 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
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3 and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. } 31 1,250
• If a loss, you must go to line 32.
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3 and on Schedule 32a All investment is at risk.
SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and trusts, enter on } 32b Some investment is not
Form 1041, line 3. at risk.
• If you checked 32b, you must attach Form 6198. Your loss may be limited.
For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2020
DAA
SCHEDULE D Capital Gains and Losses OMB No. 1545-0074
(Form 1040)
u Attach to Form 1040, 1040-SR, or 1040-NR.
u Go to www.irs.gov/ScheduleD for instructions and the latest information. 2020
Attachment
Internal Revenue Service (99) u Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. Sequence No. 12
Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? Yes X No
If “Yes,” attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.
Part I Short-Term Capital Gains and Losses — Generally Assets Held One Year or Less (see instructions)
See instructions for how to figure the amounts to enter on the (g) (h) Gain or (loss)
lines below. (d) (e) Adjustments Subtract column (e)
Proceeds Cost to gain or loss from from column (d) and
This form may be easier to complete if you round off cents to
(sales price) (or other basis) Form(s) 8949, Part I, combine the result
whole dollars. line 2, column (g) with column (g)
1a Totals for all short-term transactions reported on Form
1099-B for which basis was reported to the IRS and for
which you have no adjustments (see instructions).
However, if you choose to report all these transactions
on Form 8949, leave this line blank and go to line 1b . . . . . . .

1b Totals for all transactions reported on Form(s) 8949 with
Box A checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 905,911 913,404 0 -7,493
2 Totals for all transactions reported on Form(s) 8949 with
Box B checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,750 4,387 0 363
Box C checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,440 36 0 8,404
4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 . . . . . . . . . . . . . . . . . . . . . . 4 -3,358
5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover
Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 ( )
7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). If you have any long-
term capital gains or losses, go to Part II below. Otherwise, go to Part III on the back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 -2,084
Part II Long-Term Capital Gains and Losses — Generally Assets Held More Than One Year (see instructions)
This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Part II, combine the result
8a Totals for all long-term transactions reported on Form


Box D checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,084,375 1,114,572 0 -30,197
Box E checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Box F checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 25 0 -2
11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss)
from Forms 4684, 6781, and 8824 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 -5,036
12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 . . . . . . . . . . . . . . . . 12
13 Capital gain distributions. See the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 1,096
14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover
Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 ( )
15 Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to Part III on
the back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 -34,139
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040) 2020
DAA
Schedule D (Form 1040) 2020 Page 2
Part III Summary
16 Combine lines 7 and 15 and enter the result ............................................................................ 16 -36,223
• If line 16 is a gain, enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 7.
Then, go to line 17 below.
• If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete
line 22.
• If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, 1040-SR, or
1040-NR, line 7. Then go to line 22.
17 Are lines 15 and 16 both gains?

Yes. Go to line 18.
No. Skip lines 18 through 21, and go to line 22.
18 If you are required to complete the 28% Rate Gain Worksheet (see
instructions), enter the amount, if any, from line 7 of that worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 18
19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see instructions), enter the
instructions), enter the amount, if any, from line 18 of that worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
u
20 Are lines 18 and 19 both zero or blank and are you not filing Form 4952?
Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 16. Don’t complete lines 21 and 22 below.
No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21
and 22 below.
21 If line 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7, the smaller of:
• The loss on line 16; or } .............................................................. 21 ( 3,000 )

• ($3,000), or if married filing separately, ($1,500)
Note: When figuring which amount is smaller, treat both amounts as positive numbers.
22 Do you have qualified dividends on Form 1040, 1040-SR, or Form 1040-NR, line 3a?
X Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 16.
No. Complete the rest of Form 1040, 1040-SR, or 1040-NR.
Schedule D (Form 1040) 2020
DAA
Form 8949 Sales and Other Dispositions of Capital Assets
OMB No. 1545-0074

u Go to www.irs.gov/Form8949 for instructions and the latest information. 2020
Attachment
Internal Revenue Service
u File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Sequence No. 12A
Name(s) shown on return Social security number or taxpayer identification number

Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute
statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your
broker and may even tell you which box to check.
Part I Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see
instructions). For long-term transactions, see page 2.
Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was
reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on
Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions).
You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions,
complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page
for one or more of the boxes, complete as many forms with the same box checked as you need.
X (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
(B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS
(C) Short-term transactions not reported to you on Form 1099-B
1 Adjustment, if any, to gain or loss.
(e) If you enter an amount in column (g), (h)
(c) (d) Cost or other basis. enter a code in column (f). Gain or (loss).
(a) (b)
Date sold or Proceeds See the Note below See the separate instructions. Subtract column (e)
Description of property Date acquired
disposed of (sales price) and see Column (e) from column (d) and
(Example: 100 sh. XYZ Co.) (Mo., day, yr.) (f) (g)
(Mo., day, yr.) (see instructions) in the separate combine the result
instructions Code(s) from Amount of with column (g)
instructions adjustment
CHARLES SCHWAB & CO., INC -7151

VARIOUS VARIOUS 127,526 141,628 -14,102
VARIOUS VARIOUS 390,184 388,699 1,485
VARIOUS VARIOUS 388,201 383,077 5,124
2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract
negative amounts). Enter each total here and include on your
Schedule D, line 1b (if Box A above is checked), line 2 (if Box B
above is checked), or line 3 (if Box C above is checked) u 905,911 913,404 0 -7,493
Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an
adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8949 (2020)
DAA
Form 8949 (2020) Attachment Sequence No. 12A Page 2
Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number

Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute
Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see
instructions). For short-term transactions, see page 1.
Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported
to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line
8a; you aren't required to report these transactions on Form 8949 (see instructions).
You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete
a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or
more of the boxes, complete as many forms with the same box checked as you need.
X (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
(E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS
(F) Long-term transactions not reported to you on Form 1099-B
(a) (b)

VARIOUS VARIOUS 169,160 205,338 -36,178
VARIOUS VARIOUS 656,797 613,369 43,428
VARIOUS VARIOUS 258,418 295,865 -37,447
Schedule D, line 8b (if Box D above is checked), line 9 (if Box E
above is checked), or line 10 (if Box F above is checked) u 1,084,375 1,114,572 0 -30,197
Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an
Form 8949 (2020)
DAA
OMB No. 1545-0074

Attachment

(A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
X (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS
(a) (b)
FREDDIE MAC REDMPTION

VARIOUS VARIOUS 4,266 4,266 0
FNMA PL REDEMPTION 939562
VARIOUS VARIOUS 165 41 124
above is checked), or line 3 (if Box C above is checked) u 4,750 4,387 0 363
DAA
OMB No. 1545-0074

Attachment

X (C) Short-term transactions not reported to you on Form 1099-B
(a) (b)
UNITED STATES OIL FUND

VARIOUS VARIOUS 12 21 -9
VONTIER CORP
UNITED OIL ADJ TO COST BASIS K-1
VARIOUS VARIOUS 8,418 0 8,418
above is checked), or line 3 (if Box C above is checked) u 8,440 36 0 8,404
DAA

(D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
X (F) Long-term transactions not reported to you on Form 1099-B
(a) (b)
VIATRIS
VIATRIS INC
above is checked), or line 10 (if Box F above is checked) u 23 25 0 -2
Form 8949 (2020)
DAA
Schedule E (Form 1040) 2020 Attachment Sequence No. 13 Page 2
Name(s) shown on return. Do not enter name and social security number if shown on other side. Your social security number

Caution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.
Part II Income or Loss From Partnerships and S Corporations – Note: If you report a loss, receive a distribution, dispose of
stock, or receive a loan repayment from an S corporation, you must check the box in column (e) on line 28 and attach the required basis
computation. If you report a loss from an at-risk activity for which any amount is not at risk, you must check the box in column (f) on
line 28 and attach Form 6198. See instructions.
27 Are you reporting any loss not allowed in a prior year due to the at-risk or basis limitations, a prior year unallowed loss from a
passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If you answered “Yes,”
see instructions before completing this section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No
(b) Enter P for (c) Check if (d) Employer (e) Check if (f) Check if
28 (a) Name partnership; S foreign identification basis computation any amount is
for S corporation partnership number is required not at risk
A UNITED STATES OIL FUND. LP P 20-2830691 X

B P 20-2830691 X
C
D
Passive Income and Loss Nonpassive Income and Loss
(g) Passive loss allowed (h) Passive income (i) Nonpassive loss allowed (j) Section 179 expense (k) Nonpassive income
(attach Form 8582 if required) from Schedule K-1 (see Schedule K-1) deduction from Form 4562 from Schedule K-1
A PTP 0
B PTP 44
C
D
29a Totals
b Totals 44
30 Add columns (h) and (k) of line 29a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 0
31 Add columns (g), (i), and (j) of line 29b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 ( 44 )
32 Total partnership and S corporation income or (loss). Combine lines 30 and 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 -44
Part III Income or Loss From Estates and Trusts
(b) Employer
33 (a) Name
identification number
A
B
(c) Passive deduction or loss allowed (d) Passive income (e) Deduction or loss (f) Other income from
(attach Form 8582 if required) from Schedule K-1 from Schedule K-1 Schedule K-1
A
B
34a Totals
b Totals
35 Add columns (d) and (f) of line 34a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
36 Add columns (c) and (e) of line 34b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 ( )
37 Total estate and trust income or (loss). Combine lines 35 and 36 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Part IV Income or Loss From Real Estate Mortgage Investment Conduits (REMICs)—Residual Holder
(c) Excess inclusion from
(b) Employer (d) Taxable income (net loss) (e) Income from
38 (a) Name
Schedules Q, line 2c
from Schedules Q, line 1b Schedules Q, line 3b
(see instructions)
39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below ...................... 39
Part V Summary
40 Net farm rental income or (loss) from Form 4835. Also, complete line 42 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
41 Total income or (loss). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Schedule 1 (Form 1040), line 5 . . . . . . . . . . . . . . . . . u 41 -44
42 Reconciliation of farming and fishing income. Enter your gross
farming and fishing income reported on Form 4835, line 7; Schedule K-1
(Form 1065), box 14, code B; Schedule K-1 (Form 1120-S), box 17, code
AD; and Schedule K-1 (Form 1041), box 14, code F. See instructions . . . . . . . . . . . . . . . . 42
43 Reconciliation for real estate professionals. If you were a real estate professional
(see instructions), enter the net income or (loss) you reported anywhere on Form
1040, Form 1040-SR, or Form 1040-NR from all rental real estate activities in which
you materially participated under the passive activity loss rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
DAA Schedule E (Form 1040) 2020
SCHEDULE SE Self-Employment Tax OMB No. 1545-0074
(Form 1040)
u Go to www.irs.gov/ScheduleSE for instructions and the latest information. 2020
Attachment
Internal Revenue Service (99) u Attach to Form 1040, 1040-SR, or 1040-NR. Sequence No. 17
Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person
RAUL RAMIREZ with self-employment income u 562-75-4691
Part I Self-Employment Tax
Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income
and the definition of church employee income.
A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had
$400 or more of other net earnings from self-employment, check here and continue with Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions.
1a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065),
box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AH . . . . . . . . 1b ( )
Skip line 2 if you use the nonfarm optional method in Part II. See instructions.
2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than
farming). See instructions for other income to report or if you are a minister or member of a religious order . . . . . . . . . . . . 2 1,250
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1,250
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . . . . . . . . . . . . . . . . . . . . 4a 1,154
Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.
b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
c Combine lines 4a and 4b. If less than $400, stop; you don't owe self-employment tax. Exception: If
less than $400 and you had church employee income, enter -0- and continue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 4c 1,154
5a Enter your church employee income from Form W-2. See instructions for
definition of church employee income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a
b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b 0
6 Add lines 4c and 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 1,154
7 Maximum amount of combined wages and self-employment earnings subject to social security tax or
the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 137,700
8a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2)
and railroad retirement (tier 1) compensation. If $137,700 or more, skip lines
8b through 10, and go to line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a
b Unreported tips subject to social security tax from Form 4137, line 10 . . . . . . . . . . . . . . . . 8b
c Wages subject to social security tax from Form 8919, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . 8c
d Add lines 8a, 8b, and 8c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 . . . . . . . . . . . . . . . . . . . . . . . . . u 9 137,700
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 143
11 Multiply line 6 by 2.9% (0.029) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 33
12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4 ...................... 12 176
13 Deduction for one-half of self-employment tax.
Multiply line 12 by 50% (0.50). Enter the result here and on Schedule 1 (Form 1040),
line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 88
Part II Optional Methods To Figure Net Earnings (see instructions)
Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn't more than
2
$8,460, or (b) your net farm profits were less than $6,107.
14 Maximum income for optional methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 5,640
1
15 Enter the smaller of: two-thirds (2/3) of gross farm income (not less than zero) or $5,640. Also include
this amount on line 4b above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $6,107
4
and also less than 72.189% of your gross nonfarm income, and (b) you had net earnings from self-employment
of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times.
16 Subtract line 15 from line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on
line 16. Also, include this amount on line 4b above ...................................................................... 17
1 3
From Sch. F, line 9; and Sch. K-1 (Form 1065), box 14, code B. From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A.
2 4
From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A — minus the amount From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C.
you would have entered on line 1b had you not used the optional method.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2020
DAA
Form 1116 Foreign Tax Credit
(Individual, Estate, or Trust)
OMB No. 1545-0121

u Attach to Form 1040, 1040-SR, 1040-NR, 1041, or 990-T. 2020
Attachment
Internal Revenue Service (99) uGo to www.irs.gov/Form1116 for instructions and the latest information. Sequence No. 19
Name Identifying number as shown on page 1 of your tax return

Use a separate Form 1116 for each category of income listed below. See Categories of Income in the instructions. Check only one box on each Form
1116. Report all amounts in U.S. dollars except where specified in Part II below.
a Section 951A income c X Passive category income e Section 901(j) income g Lump-sum distributions
b Foreign branch income d General category income f Certain income re-sourced by treaty
h Resident of (name of country) u US UNITED STATES

Note: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part II. If you paid taxes to
more than one foreign country or U.S. possession, use a separate column and line for each country or possession.
Part I Taxable Income or Loss From Sources Outside the United States (for category checked above)
Foreign Country or U.S. Possession Total
i Enter the name of the foreign country A OC B C (Add cols. A, B, and C.)
or U.S. possession . . . . . . . . . . . . . . . . . . u OTHER COUNTRIES
1a Gross income from sources within country
shown above and of the type checked above
(see instructions): . . . . . . . . . . . . . . . . . . . . . . .
. .......................................
b .DIVIDENDS
. . . . . . . . . . . . . . . . . .&
. . . .INTEREST
................. 657 1a 657
Check if line 1a is compensation for personal
services as an employee, your total compen-
sation from all sources is $250,000 or more,
& you used an alternative basis to determine
its source (see instructions) . . . . . . u
Deductions and losses (Caution: See instructions.):
2 Expenses definitely related to the income on
line 1a (attach
statement) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Pro rata share of other deductions not
definitely related:
a Certain itemized deductions or standard
b deduction (see instructions) . . . . . . . . . . . . . . 10,000
Other deds.
(attach stmt.) ...........................
c Add lines 3a and 3b . . . . . . . . . . . . . . . . . . 10,000
d Gross foreign source income (see instructions) 1,708
e Gross income from all sources (see instructions) . . . 223,092
f Divide line 3d by line 3e (see instructions) 0.0077
g Multiply line 3c by line 3f ............. 77
4 Pro rata share of interest expense (see instructions):
a Home mortgage interest (use the Worksheet for
Home Mortgage Interest in the instructions) . . . . . . . 110
b Other interest expense . . . . . . . . . . . . . . .
5 Losses from foreign sources . . . . . . . . .
6 Add lines 2, 3g, 4a, 4b, and 5 . . . . . . . . 187 6 187
7 Subtract line 6 from line 1a. Enter the result here and on line 15, page 2 ........................................... u 7 470
Part II Foreign Taxes Paid or Accrued (see instructions)
Credit is claimed
for taxes (you Foreign taxes paid or accrued
must check one)
Country
In foreign currency In U.S. dollars

(j) X Paid
Taxes withheld at source on: (p) Other Taxes withheld at source on: (t) Other (u) Total foreign
(k) Accrued
foreign taxes foreign taxes taxes paid or
(l) Date paid (n) Rents paid or (r) Rents paid or accrued (add cols.
(m) Dividends (o) Interest (q) Dividends (s) Interest
or accrued and royalties accrued and royalties accrued (q) through (t))
A 1099 TAX 137 137

B
C
8 Add lines A through C, column (u). Enter the total here and on line 9, page 2 ................................... u 8 137
For Paperwork Reduction Act Notice, see instructions. Form 1116 (2020)
DAA
Form 1116 (2020) Page 2
Part III Figuring the Credit
9 Enter the amount from line 8. These are your total foreign taxes paid
or accrued for the category of income checked above Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 137
10 Carryback or carryover (attach detailed computation) . . . . . . .SEE
. . . . . . . . STMT
. . . . . . . . . . .1
........ 10 559
(If your income was section 951A income (box a above
Part I), leave line 10 blank.)
11 Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 696
12 Reduction in foreign taxes (see instructions) ........................................... 12 ( )
13 Taxes reclassified under high tax kickout (see instructions) ........................... 13
14 Combine lines 11, 12, and 13. This is the total amount of foreign taxes available for credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 696
15 Enter the amount from line 7. This is your taxable income or (loss) from
sources outside the United States (before adjustments) for the category
of income checked above Part I (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 470
16 Adjustments to line 15 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Combine the amounts on lines 15 and 16. This is your net foreign
source taxable income. (If the result is zero or less, you have no
foreign tax credit for the category of income you checked above
Part I. Skip lines 18 through 24. However, if you are filing more than
one Form 1116, you must complete line 20.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 470
18 Individuals: Enter the amount from line 15 of your Form 1040,
1040-SR, or 1040-NR. Estates and trusts: Enter your taxable
income without the deduction for your exemption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 130,208
Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see
instructions.
19 Divide line 17 by line 18. If line 17 is more than line 18, enter “1” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 0.0036
20 Individuals: Enter the total of Form 1040 or 1040-SR, line 16, and Schedule 2 (Form 1040), line 2. If
you are a nonresident alien, enter the total of Form 1040-NR, line 16 and Schedule 2 (Form 1040),
line 2. Estates and trusts: Enter the amount from Form 1041, Schedule G, line 1a; or the total of
Form 990-T, Part II, lines 2, 3, 4, and 6. Foreign estates and trusts should enter the amount from
Form 1040-NR,line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 17,581
Caution: If you are completing line 20 for separate category g (lump-sum distributions), see
instructions
21 Multiply line 20 by line 19 (maximum amount of credit) .................................................................. 21 63

22 Increase in limitation (section 960 (c)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
23 Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 63

24 Enter the smaller of line 14 or line 23. If this is the only Form 1116 you are filing, skip lines 25
through 32 and enter this amount on line 33. Otherwise, complete the appropriate line in Part IV (see
instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 24 63
Part IV Summary of Credits From Separate Parts III (see instructions)
25 Credit for taxes on section 951A category income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
26 Credit for taxes on foreign category branch income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
27 Credit for taxes on passive category income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
28 Credit for taxes on general category income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
29 Credit for taxes on section 901(j) income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
30 Credit for taxes on certain income re-sourced by treaty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Credit for taxes on lump-sum distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
32 Add lines 25 through 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Enter the smaller of line 20 or line 32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 63
34 Reduction of credit for international boycott operations. See instructions for line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
35 Subtract line 34 from line 33. This is your foreign tax credit. Enter here and on Schedule 3 (Form
1040), line 1; Form 1041, Schedule G, line 2a; or Form 990-T, Part III, line 1a . . . . . . . . . . . . . . . . . . . . . . . . . . u 35 63
DAA Form 1116 (2020)
Form 8995 Qualified Business Income Deduction OMB No. 1545-2294
Simplified Computation 2020

Department of the Treasury u Attach to your tax return. Attachment
Name(s) shown on return Your taxpayer identification number
Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $163,300 ($326,600 if married
filing jointly), and you aren't a patron of an agricultural or horticultural cooperative.
1 (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business
identification number income or (loss)
i TEACHER 562-75-4691 1,162

ii
iii
iv
2 Total qualified business income or (loss). Combine lines 1i through 1v,

column (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1,162
3 Qualified business net (loss) carryforward from the prior year . . . . . . . . . . . . . . . . . . . . . . . 3 ( )
4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- . . . 4 1,162
5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 232
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2,144
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior
year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 2,144
9 REIT and PTP component. Multiply line 8 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 429
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 661
11 Taxable income before qualified business income deduction . . . . . . . . . . . . . . . . . . . . . . . . 11 130,869
12 Net capital gain (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 37,709
13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 93,160
14 Income limitation. Multiply line 13 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 18,632
15 Qualified business income deduction. Enter the lesser of line 10 or line 14. Also enter this amount on
the applicable line of your return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 15 661
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . . . . . . . . . . . . . . . . . . 16 ( 0)
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ( 0)
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2020)
DAA
Paid Preparer’s Due Diligence Checklist
Form 8867 Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC),
OMB No. 1545-0074

Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and
Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status 2020
u To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Attachment
Taxpayer name(s) shown on return Taxpayer identification number
Enter preparer's name and PTIN
KELLI COX P01344838
Part I Due Diligence Requirements
Please check the appropriate box for the credit(s) and/or HOH filing status claimed on the return and complete the related Parts I-V
for the benefit(s) claimed (check all that apply). EIC X CTC/ACTC/ODC AOTC HOH
1 Did you complete the return based on information for tax year 2020 provided by the taxpayer or Yes No N/A
reasonably obtained by you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
2 If credits are claimed on the return, did you complete the applicable EIC and/or CTC/ACTC/ODC
worksheets found in the Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS instructions, and/or the
AOTC worksheet found in the Form 8863 instructions, or your own worksheet(s) that provides the same
information, and all related forms and schedules for each credit claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
3 Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of
the following.
= Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to
determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status.
= Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of any credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
4 Did any information provided by the taxpayer or a third party for use in preparing the return, or
information reasonably known to you, appear to be incorrect, incomplete, or inconsistent? (If "Yes,"
answer questions 4a and 4b. If "No," go to question 5.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
a Did you make reasonable inquiries to determine the correct, complete, and consistent information? . . . . . . . . . . . .
b Did you contemporaneously document your inquiries? (Documentation should include the questions
you asked, whom you asked, when you asked, the information that was provided, and the impact the
information had on your preparation of the return.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5 Did you satisfy the record retention requirement? To meet the record retention requirement, you must
keep a copy of your documentation referenced in 4b, a copy of this Form 8867, a copy of any
applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form
8867 and any applicable worksheet(s) was obtained, and a copy of any document(s) provided by the
taxpayer that you relied on to determine eligibility for the credit(s) and/or HOH filing status or to figure
the amount(s) of the credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
List those documents provided by the taxpayer, if any, that you relied on:
TAXPAYER SUMMARY OF INCOME
TAXPAYER SUMMARY OF EXPENSES
6 Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? . . . . . . . . . . . . . . . . . . . X
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a Did you complete the required recertification Form 8862? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (2020)
DAA
Form 8867 (2020) Page 2
Part II Due Diligence Questions for Returns Claiming EIC (If the return does not claim EIC, go to Part III.)
9a Have you determined that the taxpayer is eligible to claim the EIC for the number of qualifying children Yes No N/A
claimed, or is eligible to claim the EIC without a qualifying child? (If the taxpayer is claiming the EIC
and does not have a qualifying child, go to question 10.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did you ask the taxpayer if the child lived with the taxpayer for over half of the year, even if the taxpayer
has supported the child the entire year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Did you explain to the taxpayer the rules about claiming the EIC when a child is the qualifying child of
more than one person (tiebreaker rules)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part III Due Diligence Questions for Returns Claiming CTC/ACTC/ODC (If the return does not claim CTC, ACTC,
or ODC, go to Part IV.)
10 Have you determined that each qualifying person for the CTC/ACTC/ODC is the taxpayer's dependent who is Yes No N/A
a citizen, national, or resident of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
11 Did you explain to the taxpayer that he/she may not claim the CTC/ACTC if the taxpayer has not lived
with the child for over half of the year, even if the taxpayer has supported the child, unless the child's
custodial parent has released a claim to exemption for the child? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
12 Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Part IV Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Part V.)
13 Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified Yes No
tuition and related expenses for the claimed AOTC? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part V Due Diligence Questions for Claiming HOH (If the return does not claim HOH filing status, go to Part VI.)
14 Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year Yes No
and provided more than half of the cost of keeping up a home for the year for a qualifying person? . . . . . . . . . . . . . . . . . . . . . . .
Part VI Eligibility Certification
u You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
A. Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer's responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of the credit(s);
B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
C. Submit Form 8867 in the manner required; and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. A copy of this Form 8867.
2. The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
3. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer's eligibility for the
credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
4. A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
5. A record of any additional information you relied upon, including questions you asked and the taxpayer's responses, to
determine the taxpayer's eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
u If you have not complied with all due diligence requirements, you may have to pay a $540 penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status.
15 Do you certify that all of the answers on this Form 8867 are, to the best of your knowledge, true, correct, and Yes No
complete? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Form 8867 (2020)
DAA
OMB No. 1545-0644
Form 6781 Gains and Losses From Section 1256
Contracts and Straddles 2020
Department of the Treasury „ Go to www.irs.gov/Form6781 for the latest information. Attachment
Internal Revenue Service „ Attach to your tax return. Sequence No. 82
Name(s) shown on tax return Identifying number
Check all applicable boxes. A Mixed straddle election C Mixed straddle account election
See instructions. B Straddle-by-straddle identification election D Net section 1256 contracts loss election
Part I Section 1256 Contracts Marked to Market
(a) Identification of account (b) (Loss) (c) Gain
1 UNITED STATES OIL FUND. LP 20-2830691 -8,394
2 Add the amounts on line 1 in columns (b) and (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 ( 8,394 )

3 Net gain or (loss). Combine line 2, columns (b) and (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 -8,394
4 Form 1099-B adjustments. See instructions and attach statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Combine lines 3 and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 -8,394
Note: If line 5 shows a net gain, skip line 6 and enter the gain on line 7. Partnerships and S corporations,
see instructions.
6 If you have a net section 1256 contracts loss and checked box D above, enter the amount of loss to
be carried back. Enter the loss as a positive number. If you didn't check box D, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
8 Short-term capital gain or (loss). Multiply line 7 by 40% (0.40). Enter here and include on line 4 of
Schedule D or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 -3,358
9 Long-term capital gain or (loss). Multiply line 7 by 60% (0.60). Enter here and include on line 11 of
Part II Gains and Losses From Straddles. Attach a separate statement listing each straddle and its components.
Section A – Losses From Straddles
(f) Loss.
(a) Description of property (b) Date (c) Date (d) Gross (e) Cost or (g) (h) Recognized loss.
If column (e) is
entered into closed out sales price other basis Unrecognized If column (f) is
more than (d),
or acquired or sold plus expense gain on more than (g),
enter difference. enter difference.
of sale Otherwise, offsetting
positions Otherwise, enter -0-.
enter -0-.
10
11a Enter the short-term portion of losses from line 10, column (h), here and include on line 4 of Schedule
D or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a ( )
b Enter the long-term portion of losses from line 10, column (h), here and include on line 11 of Schedule
D or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b ( )
Section B – Gains From Straddles
(a) Description of property (b) Date (c) Date (d) Gross (e) Cost or (f) Gain.
If column (d) is
entered into closed out sales price other basis more than (e),
plus expense enter difference.
or acquired or sold
of sale Otherwise, enter -0-.
12
13a Enter the short-term portion of gains from line 12, column (f), here and include on line 4 of Schedule D
or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13a
b Enter the long-term portion of gains from line 12, column (f), here and include on line 11 of Schedule
D or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b
Part III Unrecognized Gains From Positions Held on Last Day of Tax Year. Memo Entry Only (see instructions)
(e) Unrecognized
(a) Description of property (b) Date (c) Fair market (d) Cost or
gain. If column (c)
value on last other basis
acquired business day is more than (d),
of tax year as adjusted enter difference.
Otherwise, enter -0-.
14
DAA
Form 1040 Tax Return Reconciliation Worksheet 2020
Filing Status: 1 Single X 2 Married filing jointly 3 Married filing separately 4 Head of household* 5 Qualifying widow(er)*
MFS spouse name: *Qualifying person that is a child but not a dependent:
Taxpayer first name and initial Last name Taxpayer social security number

If a joint return, spouse's first name and initial Last name Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
506 CASTLEHILL DR. Taxpayer Spouse
City, town or post office, state, and ZIP code.
WALNUT CA 91789
6a X Taxpayer. If someone can claim you as a dependent, do not check box 6a Boxes checked on 6a and 6b . . . . . . . . . . . . 2
b X Spouse Children on 6c who lived with you . . . . . . . . . 3
Children on 6c who did not live with you . . . .
Dependents on 6c not entered above . . . . . .
Total. Add lines above 5

6c Dependents: (4) ü if qualifies for
(1) First name Last name (2) Social security number (3) Relationship to you Child tax credit Other dependents If more than four
MATTHEW RAMIREZ 605-67-6136 SON X dependents,
VALENTINA RAMIREZ 608-81-1218 DAUGHTER X ü here

ADRIANA RAMIREZ 718-42-9808 DAUGHTER X
7 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 105,430
Income 8a Taxable interest. Attach Schedule B if required ...................................................... 8a 3,100
(Schedule 1) b Tax-exempt interest. Do not include on line 8a . . . . . . . . . . . . . . . . . . . . 8b
9a Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a 48,798
b Qualified dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b 37,709
10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 1,250
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 -3,000
14 Other gains or (losses). Attach Form 4797 ........................................................... 14
15a IRA distributions . . . . . . . . . . . . . . 15a b Taxable amount . . . . . . . . . . . . . 15b
16a Pensions and annuities . . . . . . 16a b Taxable amount . . . . . . . . . . . . . 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . . . . 17 -44
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20a Social security benefits . . . . . . . . . . 20a b Taxable amount . . . . . . . . . . . . . 20b
21 Other income. List type and amount . . . . . . . . . . . . GAMBLING . . . . . . . . . . . . . . . . . . . .INCOME
. . . . . . . . . . . . . . .FROM
. . . . . . . . . . .W-2G
........ 21 4,000
22 Combine the amounts in the far right column for lines 7 through 21. This is your total income . . u 22 159,534
23 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 250
Adjusted 24 Certain business expenses of reservists, performing artists, and
Gross fee-basis government officials. Attach Form 2106 or 2106-EZ . . . . . 24
Income 25 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . . 25
(Schedule 1) 26 Moving expenses. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
27 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . 27 88
28 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . 28
29 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . 29
30 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31a Alimony paid b Recipient's SSN u 31a
32 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
34 Tuition and fees. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
35 Charitable contributions if you take the standard deduction . . . . . . . . 35
36 Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 338
37 Subtract line 36 from line 22. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 37 159,196
Form 1040 Tax Return Reconciliation Worksheet, Page 2 2020
Name RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ Tp TIN 562-75-4691
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 159,196
Tax and 39a Check You were born before January 2,1956, Blind.
Credits
(Schedules 2, 3)
if: {Spouse was born before January 2,1956, Blind.
Total boxes
checked u } 39a
b If your spouse itemizes on a separate return or you were a dual-status alien, check here u 39b
Standard
Deduction 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . . . . . . . . . . . 40 28,327
for— 41 Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 130,869
• People who
check any
42 Qualified business income deduction (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 661
box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 130,208
39a or 39b or Form(s) b Form c
who can be 44 Tax (see instr.). Check if any from: a 8814 4972 . ........................ 44 17,581
claimed as a
dependent,
45 Alternative minimum tax (see instructions). Attach Form 6251 .....................................
45
see 46 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
instructions.
• All others:
47 Add lines 44, 45, and 46 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 47 17,581
Single or 48 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . . . . . . 48 63
Married filing
separately, 49 Credit for child and dependent care expenses. Attach Form 2441 . . 49
$12,400 50
50 Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . . . . . . .
Married filing
jointly or 51 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . 51
Qualifying
widow(er), 52 Child tax credit/credit for other dependents . . . . . . . . . . . . . . . . . . . . . . . . . 52 6,000
$24,800 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . 53
53
Head of
household, 54 Other credits from Form: a 3800 b 8801 c 54
$18,650
55 Add lines 48 through 54. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 6,063
56 Subtract line 55 from line 47. If line 55 is more than line 47, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 56 11,518
Other Taxes 57 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 176
(Schedule 2) 58 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . . . . . . . . . . . 58
59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . . . . . . . . . 59
60a Household employment taxes from Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60a
b First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60b
61 Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) 61
62 Section 965 net tax liability installment from Form 965-A . . . . . . . . . . . . . . . . . . . 62
63 Add lines 56 through 61. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 63 11,694
64 Federal income tax withheld from: 64
a Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64a 7,605
b Form(s) 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64b
c Other forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64c
65 2020 estimated tax payments and amount applied from 2019 return . . . . . . . . . . 65 16,800
Payments 66a Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66a
(Schedule 3) b Nontaxable combat pay election . . 66b
67 Additional child tax credit. Attach Schedule 8812 . . . . . . . . . . . . . . . . . . . . . . 67
68 American opportunity credit from Form 8863, line 8 . . . . . . . . . . . . . . . . 68
69 Recovery rebate credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 5,980
70 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . 70
71 Amount paid with request for extension to file . . . . . . . . . . . . . . . . . . . . . . 71
72 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . 72
73 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . . 73
74 Credits: Form 2439 8885
Sch H & Form 7202 Sch H & SE Filers 74
Other
75 Add lines 64 (a-c), 65, 66a, 67 through 74. These are your total payments u 75 30,385
Refund 76 If line 75 is more than line 63, subtract line 63 from line 75. This is the amount you overpaid . . . . . . 76 18,691
77a Amount of line 76 you want refunded to you. If Form 8888 is attached, check here . . . . . . . . u 77a 18,691
u b Routing number 322271627 u c Type: X Checking Savings
Amount 79 Amount you owe. Subtract line 75 from line 63. For details on how to pay, see instructions ... u 79
You Owe 80 Estimated tax penalty (see instructions) 80
Int/Pen Date filed Int Fail to file Fail to pay Total
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? X Yes. Complete below. No 92260
Personal identification no. (PIN)u
Designee's Name
Designee u KELLI COX Phone no. u 760-345-2570
Other Info
Taxpayer Daytime phone number Taxpayer: Occupation TEACHER IRS Identity Protection PIN
Spouse: Occupation HOMEMAKER IRS Identity Protection PIN
Taxpayer Spouse Email address

562-75-4691 Federal Statements
Passive Income
Statement 1 - Form 1116, Line 10 - Carryback or Carryover
Fgn Taxes Available to

Year Pd/Accrued Limit Carryover
2010 $ $ $
2011
2012 413 183 230
2013 178 91 87
2014 225 225
2015 150 150
2016
2017 139 139
2018 404 268 136
2019 887 781 106
CARRYBACK TO 2020
TOTAL $ 559
1
Form 1040 Child Tax Credit and Credit for Other Dependents Worksheets 2020
Child Tax Credit & Credit for Other Dependents Worksheet - Form 1040/1040-SR/1040-NR, Line 19
1. Number of qualifying children under 17 with the required social security number: 3 x $2,000. Enter the result. . . . . . . . . . . . . . . . 1. 6,000
2. Number of other dependents, including qualifying children who are not under 17 or who do not have the required social security number: 0
x $500 . Enter the result. 2.
3. Add lines 1 and 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 6,000
4. Enter the amount from Form 1040, 1040-SR, or 1040NR, line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 159,196
5. Enter the total of any exclusion of income from Puerto Rico, and amounts from Form 2555, lines 45 and 50. . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Add lines 4 and 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 159,196
7. Enter $400,000 if married filing jointly; $200,000 if single, married filing separately, head of household, or qualifying widow(er) 7. 400,000
8. Is the amount on line 6 more than the amount on line 7?
X No. Leave line 8 blank. Enter -0- on line 9.
}...........
8.
Yes. Subtract line 7 from line 6. If the result is not a multiple of $1,000, increase it to the next multiple of $1,000.
9. Multiply the amount on line 8 by 5% (.05). Enter the result. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 0
10. Subtract line 9 from line 3. If zero or less, stop here; you cannot take this credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 6,000
11. Enter the amount from Form 1040, 1040-SR, or Form 1040NR, line 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 17,581
12. Add the amounts from Schedule 3, lines 1, 2, 3 and 4, plus
any amounts from Form 5695, line 30, Form 8910, line 15, Form 8936, line 23, and Schedule R, line 22. Enter the total. . . . . . . . . . . . . . 12. 63
13. Subtract line 12 from line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 17,518
14. Are you claiming any of the following credits?
Mortgage interest credit, Form 8396 Adoption credit, Form 8839 Residential energy efficient property credit, Form 5695, Part I District of Columbia first-time homebuyer credit, Form 8859
X No. Enter-0-.
Yes. If you are filing Form 2555, enter -0-. }....................................... 14. 0
Otherwise, enter the amount from Child Tax Credit - Line 14 Worksheet below.
15. Subtract line 14 from line 13. Enter the result. .................................................................................. 15. 17,518
16. Child tax credit and credit for other dependents. If line 10 is more than line 15, enter the amount from line 15, otherwise, enter the amount
from line 10. Enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 6,000
Child Tax Credit - Line 14 Worksheet
Use this worksheet only if you checked "Yes" on line 14 of the Child Tax Credit & Credit for Other Dependents Worksheet above and you are not filing Form 2555.
1. Enter the amount from line 10 of the Child Tax Credit & Credit for Other Dependents Worksheet above. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Number of qualifying children under age 17 with the required social security number: x $1,400. Enter the result. . . . . . . . . . . . . 2.
3. Enter the taxable earned income from the Child Tax Credit Taxable Earned Income Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Is the amount on line 3 more than $2,500?
No. Leave line 4 blank, enter -0- on line 5, and go to line 6. 4.
}......................................................
Yes. Subtract $2,500 from the amount on line 3. Enter the result.
5. Multiply the amount on line 4 by 15% (.15) and enter the result. .................................................................. 5.
6. On line 2 of this worksheet, is the amount $4,200 or more?
No.
If line 2 or line 5 above is zero, enter the amount from line 1 above on line 14 of this worksheet. Do not complete the rest of this worksheet.
Instead, go back to the Child Tax Credit & Credit for Other Dependents Worksheet and enter -0- on line 14, and complete lines 15 and 16
If both line 2 and line 5 are more than zero, leave lines 7 through 10 blank, enter -0- on line 11, go to line 12.
Yes. If line 5 above is equal to or more than line 1 above, leave lines 7 through 10 blank, enter -0- on
line 11, and go to line 12 below. Otherwise go to line 7.
7. If your employer withheld or you paid Additional Medicare Tax or Tier 1 RRTA taxes, use the Additional Medicare Tax and RRTA Tax
Worksheet to figure the amount to enter; otherwise enter the total social security and Medicare taxes withheld from your pay (and
your spouse's if filing a joint return). These taxes should be shown in boxes 4 and 6 of your Form(s) W-2. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Enter the total of the amounts from Schedule 1, line 14 and Schedule 2, line 5, plus any taxes identified
with code "UT" on the dotted line next to Schedule 2, line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Add lines 7 and 8. Enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Add the amounts from Form 1040 or 1040-SR, lines 27 and Schedule 3, line 10 or Form 1040NR, Schedule 3, line 10. Enter total. . . . 10.
11. Subtract line 10 from line 9. If the result is zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Enter the larger of line 5 or line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Enter the smaller of line 2 or line 12. 13.
14. Is the amount on line 13 of this worksheet more than the amount on line 1?
No. Subtract line 13 from line 1. Enter the result. .................................................................... 14.
}
Yes. Enter -0-.
Next, complete Form 8396, Form 8839, Form 5695 (Part I), or Form 8859 where applicable.
15. Enter the total of the amounts from Form 8396, line 9, Form 8839, line 16, Form 5695, line 15 and Form 8859, line 3. Enter this 15.
amount on line 14 of the Child Tax Credit and Credit for Other Dependents Worksheet.
Schedule C Qualified Business Income Calculation Worksheet 2020
Principle business or profession Form/Schedule Unit
TEACHER C 1
1. Schedule C, Line 31, Net profit or (loss) ................................................................................ 1. 1,250
Additions for qualified business income:
2. Form 4797, Ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
Prior suspended losses utilized this year
3. Passive suspended losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. At-Risk suspended losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Section 179 carryover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Total additions to net profit or (loss). Add lines 2 through 5. 6.
Subtractions for qualified business income

7. Form 4797, Ordinary loss (includes share of Net section 1231 losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Deductible portion of self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 88
9. Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Total subtraction to net profit or (loss). Add lines 7 through 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 88
14. Qualified business income for this activity. Line 1 plus line 6 less line 13. ............................................ 14. 1,162
Beginning of Year End of Year

Carryovers: Pre -2018 After 2017 Allowed loss Pre -2018 After 2017 QBI Portion of
Passive activity: (A) (B) (C) (D) (E) Allowed Losses
Operating
Form 4797, Part II
Section 1231 loss
At-Risk:
Operating
Form 4797, Part II
Section 1231 loss
Section 179
Section 179 - COGS
Other:
Section 179
Section 179 - COGS
Amount to Form 8995, line 3 or Schedule C (Form 8995-A), line 2 qualified business loss carryforward
Form 1040, Dividend Income

Payer
Ordinary Qualified Section 199A
Dividends Dividends Dividends
CHARLES SCHWAB 6383
$ 19,622 $ 18,878 $ 744
CHARLES SCHWAB 7151
7,760 7,605 129
CHARLES SCHWAB 8485
21,412 11,226 1,271
UNITED STATES OIL FUND. LP
4
TOTAL
$ 48,798 $ 37,709 $ 2,144
Form 1040, Line 6 - Capital Gain Distributions

Capital Gain
Payer Distribution
CHARLES SCHWAB 6383 $ 260
CHARLES SCHWAB 7151 45
CHARLES SCHWAB 8485 791
TOTAL $ 1,096
Schedule A, Line 1 - Medical and Dental Expenses

Description Amount
DENTAL $ 640
TOTAL $ 640
Schedule A, Line 5a - State and Local Taxes

Description Amount
STATE WITHHOLDING ON W-2S $ 2,789
STATE TAX PAYMENTS 10,408
TOTAL INCOME TAXES* 13,197
GENERAL SALES TAX 1,413

TOTAL SALES TAXES 1,413
*INCOME TAXES ARE BEING DEDUCTED
Schedule A, Line 5c - Personal Property Taxes

Description Amount
DMV - GMC $ 219
DMV - HOND 29
TOTAL $ 248
Schedule A, Line 8a - Home Mortgage Interest & Points From Form 1098
Description Amount
CENTRAL LOAN ADMINISTRATION $ 5,943
ARVEST CENTRAL MORTGAGE 8,223
TOTAL $ 14,166
Schedule A, Line 8c - Points Not Reported on Form 1098

Description Amount
POINTS $ 139
TOTAL $ 139
Passive Income from B&D

Form 1116 line 1a - Gross Income From Sources Within Country
Description A B C
FOREIGN QUALIFIED DIVIDENDS $ $ $
FRGN QUALIFIED DIVS - NO ADJUSTMENT 657
FOREIGN CAPITAL GAINS WRK A 0

OTHER FOREIGN GROSS INCOME
1116 FOREIGN GROSS INCOME 657
- 1116 FOREIGN QUALIFIED DIVIDENDS 657
0
TOTAL 657

Form 1116 line 3e - Gross Income from All Sources
Description Amount
1040 LN 1/2B-5B SCH 1 LN 1/2A/7/8 $ 161,328
GROSS SCH C BUSINESS INCOME 1,850
GROSS SCH D CAPITAL GAINS 59,914
TOTAL $ 223,092

Form 1116 line 4a - Apportioned Home Mortgage Interest
Description A B C
1116 LINE 3D GROSS FRGN SOURCE INCOME $ 1,708 $ $
LESS APPORTIONED 2555 INCOME, IF ANY
GROSS FOREIGN SOURCE INCOME 1,708
1116 LINE 3E ALL SOURCES GROSS INCOME 223,092

LESS FORM 2555 EXCLUDED INCOME, IF ANY
GROSS INCOME FROM ALL SOURCES 223,092
GROSS FOREIGN INC/GROSS INC ALL SOURCES
GROSS INC APPORTION FACTOR A 0.0077
SCHEDULE A HOME MORTGAGE INTEREST 14,305

1116 LINE 4A HOME MORTGAGE INTEREST 110
(MORT INT X APPORTIONMENT FACTOR)
Form 1040 Withholding (WH) Summary Report 2020
T/S Description Form Federal WH State WH Local WH
T LOS ANGELES UNIFIED SCHOOL DISTRICT W-2 7,605 2,789
Taxpayer 7,605 2,789

Spouse
Total 7,605 2,789
Federal Withholding Amounts by Forms State Withholding Amounts by Forms

Taxpayer Spouse Federal Total Taxpayer Spouse State Total
Form(s) W2 7,605 7,605 2,789 2,789
Form(s) 1099
Other forms
Form(s) 8805*
Form(s) 8288-A*
Form(s) 1042-S*
Total 7,605 7,605 2,789 2,789
*1040/SR included with other forms
Form 1040 Gambling Winnings Report 2020
T/S Payer Reportable Winnings Federal Withheld Type of Wager
A T CALIFORNIA STATE LOTTERY 4,000 CA LOTTERY
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
Taxpayer 4,000
Spouse
Totals 4,000
Identical Wager Winnings State State Withheld Name of Locality Local Withheld
A CA
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
Taxpayer
Spouse
Totals
California Individual Return Summary
Tax Year 2020
RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ
Income, Adjustments, and Deductions
Federal Adjusted Gross Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159,196
Subtractions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,750
Additions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155,446
Itemized deductions X Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48,522
Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106,924
Tax, Payments, and Credits
Income tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,336
Part-year/Nonresident taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part-year/Nonresident tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . %
Part-year/Nonresident tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exemption credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,397
Additional tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,939
Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,789
Estimate, extension and other payments; refundable credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,450
Excess California Supplemental Disability Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Overpayment applied to 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Use tax and Health Care Penalty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Parks Pass Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Amount due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -7,300
Refund/Amount Due
Underpayment of estimates penalty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Late payment interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Failure to file penalty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Failure to pay penalty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Net amount due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -7,300
Miscellaneous Information 2021 Estimates

Tax form . . . . . . . . . . . . . . . . . . . . . . . . 540 1st quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Residency type . . . . . . . . . . . . . . . . . . . .RESIDENT
......... 2nd quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Direct debit withdrawal date . . . . . . . . . . . . . . . . . . . . . . . 3rd quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Direct debit amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4th quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.000 % Total estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.749 %
034 DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR FORM
2020 California e-file Signature Authorization for Individuals 8879

Your name Your SSN or ITIN

Spouse's/RDP's name Spouse's/RDP's SSN or ITIN

Part I Tax Return Information (whole dollars only)
1 California Adjusted Gross Income (AGI). See instructions ................................................................
1 155,446
2 Amount You Owe. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Refund or No Amount Due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 7,300
Part II Taxpayer Declaration and Signature Authorization (Be sure you obtain and keep a copy of your return.)
Under penalties of perjury, I declare that I have examined a copy of my individual income tax return and accompanying schedules and statements for the tax
year ending December 31, 2020, and to the best of my knowledge and belief, it is true, correct, and complete. I further declare that the information I provided
to my electronic return originator (ERO), transmitter, or intermediate service provider (including my name, address, and social security number or individual
tax identification number) and the amounts shown in Part I above agree with the information and amounts shown on the corresponding lines of my electronic
income tax return. If applicable, I authorize an electronic funds withdrawal of the amount on line 2 and/or the estimated tax payments as shown on my return
and on form FTB 8455, California e-file Payment Record for Individuals, or a comparable form. If applicable, I declare that direct deposit refund amount on line 3
agrees with the direct deposit authorization stated on my return. If I have filed a joint return, this is an irrevocable appointment of the other spouse/RDP as an
agent to authorize an electronic funds withdrawal or direct deposit. I authorize my ERO, transmitter, or intermediate service provider to transmit my complete
return to the Franchise Tax Board (FTB). If the processing of my return or refund is delayed, I authorize the FTB to disclose to my ERO, intermediate service
provider, and/or transmitter the reason(s) for the delay or the date when the refund was sent. If I am filing a balance due return, I understand that if the FTB
does not receive full and timely payment of my tax liability, I remain liable for the tax liability and all applicable interest and penalties. I acknowledge that I have
read and consent to the Electronic Funds Withdrawal Consent included on the copy of my electronic income tax return. I have selected a personal identification
number (PIN) as my signature for my electronic income tax return and, if applicable, my Electronic Funds Withdrawal Consent.
Taxpayer's PIN: check one box only
X I authorize CGC-MROZ ACCOUNTANTS AND ADVISORS to enter my PIN 21197

ERO firm name Do not enter all zeros
as my signature on my 2020 e-filed California individual income tax return.
I will enter my PIN as my signature on my 2020 e-filed California individual income tax return. Check this box only if you are entering your own PIN and your
return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Your signature u Date u 04-24-2021

Spouse's/RDP's PIN: check one box only
X I authorize CGC-MROZ ACCOUNTANTS AND ADVISORS to enter my PIN 21198

ERO firm name Do not enter all zeros
as my signature on my 2020 e-filed California individual income tax return.
I will enter my PIN as my signature on my 2020 e-filed California individual income tax return. Check this box only if you are entering your own PIN
and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Spouse's/RDP's signature u Date u 04-24-2021

Practitioner PIN Method Returns Only -- continue below
Part III Certification and Authentication — Practitioner PIN Method Only
ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 30569392260
Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the 2020 California individual income tax return for the taxpayer(s) indicated above. I
confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and FTB Pub. 1345, 2020 Handbook for Authorized
e-file Providers.
ERO's signature u KELLI COX Date u 04-24-2021
For Privacy Notice, get FTB 1131 ENG/SP. FTB 8879 2020
Taxpayer Name RAUL RAMIREZ Practitioner PIN Method
Spouse Name ADRIANA MARTINEZ RAMIREZ
DO NOT SUBMIT THIS DOCUMENT TO FTB UNLESS REQUESTED TO DO SO
ERO Declaration
I declare that the information contained in this electronic tax return is the information furnished to me by the taxpayer. If the taxpayer furnished
me a completed tax return, I declare that the information contained in this electronic tax return is identical to that contained in the return
provided by the taxpayer. If the furnished return was prepared by a paid preparer, I declare that the paid preparer manually signed the return
and that I have entered the paid preparer's identifying information in the appropriate portion of this electronic return. If I am also the paid
preparer, under penalties of perjury, I declare that I have examined the above taxpayer's return and accompanying schedules and statements,
and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I
have knowledge.
I have provided the taxpayer(s) with a copy of all forms and information that I will file with the FTB and I have followed all other requirements
described in the FTB Pub. 1345, 2020 e-file Handbook for Authorized e-file Providers.
ERO Signature
I am signing this Tax Return by entering my PIN below.
ERO's PIN 30569392260
Perjury Statement
Under penalties of perjury, I declare that I have examined this 2020 California income tax return, including any accompanying statements and
schedules, and that, to the best of my knowledge and belief, the information is true, correct, and complete.
Consent to Disclosure
I consent to allow my Electronic Return Originator, Transmitter, or Intermediate Service Provider to send my return to the Franchise Tax Board
(FTB). Additionally, I consent to allow the FTB to reply with an acknowledgment of receipt indicating whether or not my return was accepted,
and if rejected, the reason(s) for the rejection. If the processing of my return or refund is delayed, I authorize the FTB to disclose the reason(s)
for the delay or when the refund was sent. In addition, by using a computer system and software to prepare and transmit my return electronically,
I consent to the disclosure to the FTB all information pertaining to my use of the system and software and to the transmission of my tax return
electronically.
Decedent Signature and Verification
Completion of this section indicates that I am requesting a refund of taxes overpaid by or on behalf of the decedent. Under penalties of perjury,
I declare that I am the legal representative of the deceased taxpayer's estate or am entitled to the refund as the deceased's surviving relative
or sole beneficiary under the provisions of the California Probate Code. I further declare that I have examined this return and, to the best of
my knowledge and belief, it is true, correct, and complete. I will retain a copy of federal Form 1310, Statement of Person Claiming Refund
Due a Deceased Taxpayer, or a copy of the death certificate with my copy of this return.
Name of person claiming refund - Taxpayer

Date:
Name of person claiming refund - Spouse
Date:
Electronic Funds Withdrawal Consent

I authorize the Franchise Tax Board and its designated Financial Agent to withdraw the return payment and/or estimated tax payments as
designated on my California e-file Payment Record (form FTB 8455). If I have filed a joint return, this is an irrevocable appointment of the other
spouse as an agent to authorize an electronic funds withdrawal.
To cancel an electronic funds withdrawal, I must call the FTB at (916) 845-0353 at least two working days before the date of withdrawal.
I understand that if the FTB does not receive full and timely payment of my tax liability, I remain liable for the tax liability and all applicable interest
and penalties.
The taxpayer(s) and I have signed form FTB 8879. By entering the PIN(s) below, this Tax Return, and Electronic funds Withdrawal
Consent if applicable, is considered signed.
Date: 04/24/2021
Taxpayer's PIN: 21197
Spouse's PIN: 21198
TAXABLE YEAR FORM
2020 California Resident Income Tax Return 540

APE
562-75-4691 RAMI 610-69-3891 20 PBA 611000
RAUL RAMIREZ A
ADRIANA MARTINEZ RAMIREZ R
RP
506 CASTLEHILL DR
WALNUT CA 91789
06-28-1976 07-05-1981
Enter your county at time of filing (see instructions)
¡
• RIVERSIDE
Principal Residence
If your address above is the same as your principal/physical residence address at the time of filing, check this box ¡
• X
If not, enter below your principal/physical residence address at the time of filing.
Street address (number and street) (If foreign address, see instructions.) Apt. no/ste. no.
¡
• ¡
•
City State ZIP code
¡
• ¡
• ¡
•
If your California filing status is different from your federal filing status, check the box here . . . . . . . . . . . . . . . . . .
Filing Status
1 Single 4 Head of household (with qualifying person). See instructions.
2 X Married/RDP filing jointly. See instr. 5 Qualifying widow(er). Enter year spouse/RDP died.
See instructions.
3 Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here.
6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See instr. ...... l 6
u For line 7, line 8, line 9, and line 10: Multiply the number you enter in the box by the pre-printed dollar amount for that line.
Whole dollars only
Exemptions
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 in the box. If you checked the box on line 6, see instructions. ¡ 7 • 2 X $124 = ¡
•$ 248
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1;
if both are visually impaired, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡ 8 • X $124 = • $
¡
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1;
if both are 65 or older, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l9 X $124 = ¡
•$
034 3101204 Form 540 2020 Side 1

Your name: RAMIREZ Your SSN or ITIN: 562-75-4691
10 Dependents: Do not include yourself or your spouse/RDP.
Dependent 1 Dependent 2 Dependent 3
First Name ¡
• MATTHEW ¡
• VALENTINA ¡
• ADRIANA
Exemptions
Last Name ¡
• RAMIREZ ¡
• RAMIREZ ¡
• RAMIREZ
SSN. See
Instructions. l 605-67-6136 l 608-81-1218 l 718-42-9808
Dependent's
relationship
to you
¡
• SON ¡
• DAUGHTER ¡
• DAUGHTER
3 ¡ 1,149
Total dependent exemptions .................................................. l 10 X $383 = • $
11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . . . . . . . . . . . . . . . ¡
• 11 $ 1,397
12 State wages from your federal

Form(s) W-2, box 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 12 105,430 . 00
13 Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 ........... ¡
• 13 159,196 . 00
14 California adjustments – subtractions. Enter the amount from Schedule CA (540),
Part I, line 23, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 14 3,750 . 00
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses.
155,446
Taxable Income
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 . 00
16 California adjustments – additions. Enter the amount from Schedule CA (540),
Part I, line 23, column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 16 . 00
17 California adjusted gross income. Combine line 15 and line 16 ............................... l 17 155,446 . 00
18 Enter the Your California itemized deductions from Schedule CA (540), Part II, line 30; OR
larger of Your California standard deduction shown below for your filing status:
„
ƒ
• Single or Married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,601
• Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . . . . $9,202
If Married/RDP filing separately or the box on line 6 is checked, STOP . See instructions ... l 18
48,522 . 00
19 Subtract line 18 from line 17. This is your taxable income.
If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡
• 19 106,924 . 00
Tax Table X Tax Rate Schedule

31 Tax. Check the box if from:
l FTB 3800 l FTB 3803 ..................... l 31 4,336 . 00

32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than
$203,341, see instructions. • 32
¡ 1,397 . 00
Tax
....................................................................
33 Subtract line 32 from line 31. If less than zero, enter -0- ...................................... ¡
• 33 2,939 . 00
34 Tax. See instructions. Check the box if from:l Schedule G-1 l FTB 5870A ... l 34 . 00
35 Add line 33 and line 34 ........................................................................ ¡

• 35 2,939 . 00
Special Credits
40 Nonrefundable Child and Dependent Care Expenses Credit. See instructions ............... l 40 . 00
43 Enter credit name code l and amount .... l 43 . 00
44 Enter credit name code l and amount .... l 44 . 00
Side 2 Form 540 2020 034 3102204

Your name: RAMIREZ Your SSN or ITIN: 562-75-4691
45 To claim more than two credits. See instructions. Attach Schedule P (540) ............................ l 45 . 00
Special Credits
46 Nonrefundable Renter’s Credit. See instructions .................................................... l 46 . 00
47 Add line 40 through line 46. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡
• 47 . 00
48 Subtract line 47 from line 35. If less than zero, enter -0- ..................................... •
¡ 48 2,939 . 00
61 Alternative Minimum Tax. Attach Schedule P (540) .......................................... l 61 . 00

Other Taxes
62 Mental Health Services Tax. See instructions ................................................ l 62 . 00
63 Other taxes and credit recapture. See instructions ........................................... l 63 . 00
64 Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions ....... l 64 . 00
65 Add line 48, line 61, line 62, line 63, and line 64. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . l 65 2,939 . 00
71 California income tax withheld. See instructions ............................................. l 71 2,789 . 00
72 2020 CA estimated tax and other payments. See instructions ............................... l 72 7,450 . 00
73 Withholding (Form 592-B and/or 593). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 73 . 00

Payments
74 Excess SDI (or VPDI) withheld. See instructions ............................................. l 74 . 00
75 Earned Income Tax Credit (EITC) ............................................................ l 75 . 00
76 Young Child Tax Credit (YCTC). See instructions ............................................ l 76 . 00
77 Net Premium Assistance Subsidy (PAS). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 77 . 00

78 Add line 71 through line 77. These are your total payments.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡
• 78 10,239 . 00
Use Tax
91 Use Tax. Do not leave blank. See instructions ............................ l 91 0 . 00
If line 91 is zero, check if: X No use tax is owed. You paid your use tax obligation directly to CDTFA.
Penalty
92 Individual Shared Responsibility (ISR) Penalty. See instructions ......... l 92 . 00

ISR
l X Full-year health care coverage.

Overpaid Tax/Tax Due
93 Payments balance. If line 78 is more than line 91, subtract line 91 from line 78 ............. ¡
• 93 10,239 . 00
94 Use Tax balance. If line 91 is more than line 78, subtract line 78 from line 91 .............. ¡
• 94 . 00
95 Payments after Individual Shared Responsibility Penalty. If line 93 is more than line 92,
subtract line 92 from line 93 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡
• 95 10,239 . 00
96 Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then
subtract line 93 from line 92 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡
• 96 . 00
034 3103204 Form 540 2020 Side 3

Your name:
RAMIREZ Your SSN or ITIN:
562-75-4691
Overpaid Tax/Tax Due
97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95 ................... ¡
• 97 7,300 . 00
98 Amount of line 97 you want applied to your 2021 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 98 . 00
99 Overpaid tax available this year. Subtract line 98 from line 97 ............................... l 99 7,300 . 00
100 Tax due. If line 95 is less than line 65, subtract line 95 from line 65 ......................... ¡
• 100 . 00
Code Amount
California Seniors Special Fund. See instructions ............................................ l 400 . 00
Alzheimer's Disease and Related Dementia Voluntary Tax Contribution Fund ............... l 401 . 00
Rare and Endangered Species Preservation Voluntary Tax Contribution Program .......... l 403 . 00
California Breast Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . l 405 . 00
California Firefighters’ Memorial Voluntary Tax Contribution Fund ........................... l 406 . 00
Emergency Food for Families Voluntary Tax Contribution Fund ............................. l 407 . 00
California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund ............ l 408 . 00
Contributions
California Sea Otter Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 410 . 00
California Cancer Research Voluntary Tax Contribution Fund ............................... l 413 . 00
School Supplies for Homeless Children Fund ................................................ l 422 . 00
State Parks Protection Fund/Parks Pass Purchase .......................................... l 423 . 00
Protect Our Coast and Oceans Voluntary Tax Contribution Fund ............................ l 424 . 00
Keep Arts in Schools Voluntary Tax Contribution Fund ...................................... l 425 . 00
Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund ......... l 431 . 00
California Senior Citizen Advocacy Voluntary Tax Contribution Fund ........................ l 438 . 00
Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . l 439 . 00
Rape Kit Backlog Voluntary Tax Contribution Fund .......................................... l 440 . 00
Schools Not Prisons Voluntary Tax Contribution Fund ....................................... l 443 . 00
Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 444 . 00
110 Add code 400 through code 444. This is your total contribution .............................. l 110 . 00
Side 4 Form 540 2020 034 3104204

Your name:
You Owe RAMIREZ Your SSN or ITIN: 562-75-4691
Amount
111 AMOUNT YOU OWE. If you do not have an amount on line 99, add line 94, line 96, line 100, and line 110. See instructions. Do not send cash.
Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001 ... l 111 . 00
Pay Online – Go to ftb.ca.gov/pay for more information.
112 Interest, late return penalties, and late payment penalties .................................. 112 . 00
Interest and
Penalties
113 Underpayment of estimated tax.
Check the box: l FTB 5805 attached l FTB 5805F attached ................. l 113 . 00
114 Total amount due. See instructions. Enclose, but do not staple, any payment .............. 114 . 00
115 REFUND OR NO AMOUNT DUE. Subtract the sum of line 110, line 112 and line 113 from line 99. See instructions.
Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001. ... l 115 7,300 . 00
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.
Refund and Direct Deposit
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:
l Type
l Routing number
X Checking l Account number l 116 Direct deposit amount
322271627 942243180 7,300 . 00
Savings
The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
l Type
l Routing number Checking l Account number l 117 Direct deposit amount
. 00
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 for 1131. To request this notice by mail, call 800.852.5711.
Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules 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
Sign
Paid preparer's signature (declaration of preparer is based on all information of which preparer has any knowledge)
Here
KELLI COX 04-24-21
It is unlawful
to forge a Firm’s name (or yours, if self-employed) l PTIN
spouse's/
RDP's CGC-MROZ ACCOUNTANTS AND ADVISORS P01344838
signature.
Firm's address l Firm's FEIN
Joint tax 73733 FRED WARING DR STE 105
return? PALM DESERT CA 92260 82-0625147
(See
instructions) X
Do you want to allow another person to discuss this tax return with us? See instructions ...... l Yes No
Print Third Party Designee's Name Telephone Number
KELLI COX 760-345-2570
034 3105204 Form 540 2020 Side 5

TAXABLE YEAR SCHEDULE
2020 California Adjustments — Residents CA (540)

Important: Attach this schedule behind Form 540, Side 5 as a supporting California schedule.
Name(s) as shown on tax return RAUL RAMIREZ SSN or ITIN

Part I Income Adjustment Schedule Federal Amounts Subtractions Additions
Section A – Income from federal Form 1040 or 1040-SR A (taxable amounts from B See instructions C See instructions
your federal tax return)
1 Wages, salaries, tips, etc. See instructions before making an entry in column B or C . . . . . . . . 1¡ • 105,430 ¡• ¡
•
2 Taxable interest. a ¡
• . ............. 2b ¡ • 3,100 ¡• ¡
•
3 Ordinary dividends. See instructions. a ¡• 37,709 . . . . 3b ¡ • 48,798 ¡• ¡
•
4 IRA distributions. See instructions. a ¡
• .... 4b ¡ • ¡
• ¡
•
5 Pensions and annuities. See instructions. a ¡
• .... 5b ¡ • ¡
• ¡
•
6 Social security benefits. a ¡ • ...... 6¡ • ¡
•
7 Capital gain or (loss). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7¡ • (3,000) ¡
• ¡
•
Section B – Additional Income from federal Schedule 1 (Form 1040)
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . 1 ¡ • ¡
•
2a Alimony received See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a ¡ • ¡
•
3 Business income or (loss) See instructions. . . . . . . . . . . . . . . . . . . . . . . . 3 ¡ • 1,250 ¡• •
¡
4 Other gains or (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 ¡ • ¡
• ¡
•
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. . . . . . . . 5 ¡ • (44) ¡
• ¡
•
6 Farm income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 ¡ • ¡
• ¡
•
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 ¡ • ¡
•
8 Other income. a¡• 4,000 a
a California lottery winnings e NOL from FTB 3805Z, b¡• b
b Disaster loss deduction from FTB 3805V 3807, or 3809 8¡ • 4,000 t c c¡ •
c Federal NOL (fed. Sch.1 f Other (describe): d¡
• d
(Form 1040, line 8) ¡
• e¡• e
d NOL deduction from f ¡
• f¡ •
FTB 3805V g Student loan discharged due to
closure of a for-profit school g¡ • g
9 Total. Combine Section A, line 1 through line 7, and Section B, line 1 through
line 8 in column A. Add Section A, line 1 through line 7, and Section B, line 1
through line 8g in column B and column C. Go to Section C . . . . . . . . . . . . . . . 9 ¡ • 159,534 ¡
• 4,000 ¡
• 0
Section C – Adjustments to Income from federal Schedule 1 (Form 1040)
10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 ¡ • 250 ¡
• 250
11 Certain business expenses of reservists, performing artists, and fee-basis
government officials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 ¡
• ¡
• ¡
•
12 Health savings account deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 ¡
• ¡
•
13 Moving expenses. Attach federal Form 3903. See instructions . . . . 13 ¡
• ¡
•
14 Deductible part of self-employment tax See instructions. . . . . . . . . . . 14 ¡
• 88 ¡
•
15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . 15 ¡
•
16 Self-employed health insurance deduction See instructions. . . . . . . 16 ¡
• ¡
•
17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ¡
•
18a Alimony paid.
b Recipient's: SSN ¡ •
Last name ¡ • 18a ¡ • ¡
•
19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 ¡ •
20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 ¡ • ¡
•
21 Tuition and fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 ¡ • ¡
•
22 Add line 10 through line 18a and line 19 through line 21 in columns A, B, and C.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 ¡
• 338 ¡
• 250 ¡
•
23 Total. Subtract line 22 from line 9 in columns A, B, and C. See instructions . . . . . . . 23 ¡
• 159,196 ¡
• 3,750 ¡
• 0
For Privacy Notice, get FTB 1131 ENG/SP. 034 7731204 Schedule CA (540) 2020 Side 1
Part II Adjustments to Federal Itemized Deductions Federal Amounts Subtractions Additions

A (from federal Schedule A B See instructions C See instructions
Check the box if you did NOT itemize for federal but will itemize for California ... ¡
• (Form 1040))
Medical and Dental Expenses See instructions.

1 Medical and dental expenses . . . . . . . . . ¡ 640 • 1
2 Enter amount from federal Form
1040 or 1040-SR, line 11 . . . . . . . . . . . . . . ¡ 159,196 • 2
3 Multiply line 2 by 7.5% (0.075) . . . . . . . . ¡ 11,940 • 3
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter 0 . . 4 ¡
• ¡
•
Taxes You Paid
5a State and local income tax or general sales taxes. . . . . . . . . . . . . . . 5a ¡
• 13,197 ¡
• 13,197
5b State and local real estate taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b ¡
• 12,743
5c State and local personal property taxes . . . . . . . . . . . . . . . . . . . . . . . . . . 5c ¡
• 248
5d Add line 5a through line 5c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5d ¡
• 26,188
5e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) in col. 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 . . . . . 5e ¡
• 10,000 ¡
• 13,197 ¡
• 16,188
6 Other taxes. List type ¡ • ......
6 ¡
• ¡
• ¡
•
7 Add line 5e and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 ¡
• 10,000 ¡
• 13,197 ¡
• 16,188
Interest You Paid
8a Home mortgage interest and points reported to you on federal Form 1098 . 8a ¡
• 14,166 ¡
•
8b Home mortgage interest not reported to you on federal Form 1098 . . . . . . . 8b ¡
• ¡
•
8c Points not reported to you on federal Form 1098 . . . . . . . . . . . . . . . . 8c ¡
• 139 ¡
•
8d Mortgage insurance premiums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d ¡
• ¡
•
8e Add line 8a through line 8d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e ¡
• 14,305 ¡
• ¡
•
9 Investment interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 ¡
• 22 ¡
• ¡
•
10 Add line 8e and line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 ¡
• •
14,327 ¡ •
¡
Gifts to Charity
11 Gifts by cash or check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 ¡
• ¡
• ¡
•
12 Other than by cash or check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 ¡
• ¡
• •
¡
13 Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 ¡
• ¡
• •
¡
14 Add line 11 through line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 ¡
• ¡
• ¡
•
Casualty and Theft Losses
15 Casualty or theft loss(es) (other than net qualified disaster
losses). Attach federal Form 4684. See instructions. . . . . . . . . . . . . 15 ¡
• ¡
• •
¡
Other Itemized Deductions
16 Other—from list in federal instructions . . .SEE
. . . . . . .STMT . . . . . . . . 16
. . . . . . . . .1 ¡
• 4,000 ¡
• 4,000 ¡
•
17 Add lines 4, 7, 10, 14, 15, and 16 in columns A, B, and C . . . . . . . 17 ¡
• 28,327 ¡
• 17,197 ¡
• 16,188
18 Total. Combine line 17 column A less column B plus column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡

• 18 27,318
Side 2 Schedule CA (540) 2020 034 7732204

Job Expenses and Certain Miscellaneous Deductions
19 Unreimbursed employee expenses - job travel, union dues, job education,

.......¡ •
etc. Attach federal Form 2106 if required. See instructions .STMT 19
. . . . . . . . . . .2 250
20 Tax preparation fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡ 20
• 685
21 Other expenses - investment, safe deposit box, etc.
List type ¡ SEE STATEMENT 3
• • ¡ 21 23,453
22 Add line 19 through line 21 .................................................... ¡
• 22 24,388
23 Enter amount from federal Form 1040 or 1040-SR, line 11 . . ¡
• 159,196
24 Multiply line 23 by 2% (0.02). If less than zero, enter 0 ....................... ¡
• 24 3,184
25 Subtract line 24 from line 22. If line 24 is more than line 22, enter 0. ..................................................
¡
• 25 21,204
26 Total Itemized Deductions. Add line 18 and line 25. ................................................................. ¡
• 26 48,522
27 Other adjustments. See
instructions. Specify. ¡
• . ...... ¡
• 27
28 Combine line 26 and line 27 ........................................................................................... ¡
• 28 48,522
29 Is your federal AGI (Form 540, line 13) more than the amount shown below for your filing status?
Single or married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $203,341
Head of household . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $305,016
Married/RDP filing jointly or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . . . . . . . $406,687
No. Transfer the amount on line 28 to line 29.
Yes. Complete the Itemized Deductions Worksheet in the instructions for Schedule CA (540), line 29 . . . . . . . . . . . . . . . ¡
• 29 48,522
30 Enter the larger of the amount on line 29 or your standard deduction listed below
Single or married/RDP filing separately. See instructions. . . . . . . . . . . . . . . . . . . $4,601
Married/RDP filing jointly, head of household, or qualifying widow(er) . . . . . . $9,202
Transfer the amount on line 30 to Form 540, line 18 ............................................................... ¡

• 30 48,522
034 7733204 Schedule CA (540) 2020 Side 3

TAXABLE YEAR CALIFORNIA FORM
2020 Investment Interest Expense Deduction 3526

Attach to Form 540, Form 540NR, or Form 541.
Name(s) as shown on tax return SSN, ITIN, or FEIN
RAUL RAMIREZ
1 Investment interest expense paid or accrued in 2020. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡
• 1 22 00
2 Disallowed investment interest expense from 2019 form FTB 3526, line 7. If zero or less, enter -0- . . . . . . ¡
• 2 0 00
3 Total investment interest expense. Add line 1 and line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 22 00
4a Gross income from property held for investment (excluding any net gain from the disposition of property held
for investment). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4a 51,898 00
4b Net gain from the disposition of property held for investment. See instructions . 4b 00
4c Net capital gain from the disposition of property held for investment. See instructions . . . . 4c 0 00
4d Subtract line 4c from line 4b. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4d 0 00
4e Enter all or part of the amount on line 4c that you elect to include in investment income. Do not include more
than the amount on line 4b. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4e 00
4f Investment income. Add line 4a, line 4d, and line 4e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4f 51,898 00
5 Investment expenses. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 00
6 Net investment income. Subtract line 5 from line 4f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 51,898 00
7 Disallowed investment interest expense to be carried forward to 2021. Subtract line 6 from line 3.
If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡ 7
• 0 00
8 Investment interest expense deduction. Enter the smaller of line 3 or line 6. Form 541 filers, stop here and
see instructions. All other filers, go to line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡ 8 • 22 00
9 Enter the amount from federal Form 4952, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 22 00
10 California investment interest expense deduction adjustment. Enter the difference between line 8 and line 9.
See instructions. ........................................................................................... ¡
• 10 00
For Privacy Notice, get FTB 1131 ENG/SP. 034 7321204 FTB 3526 2020 Side 1
562-75-4691 California Statements
Statement 1 - Schedule CA(540) - Adjustments to Other Federal Itemized Deductions

Description Subtraction Addition
GAMBLING LOSSES 4,000
TOTAL 4,000 0
Statement 2 - Schedule CA(540) - Unreimbursed Employee Expenses

Description Amount
EDUCATOR EXPENSES $ 250
TOTAL $ 250
Statement 3 - Schedule CA(540) - Other Expenses Subject to 2% AGI Limitation

Description Amount
INVESTMENT EXPENSES $ 23,444
INVEST EXP ON INT/DIV 9
TOTAL $ 23,453
1-3
1040 Department of the Treasury—Internal Revenue Service (99)
Form
U.S. Individual Income Tax Return 2020 OMB No. 1545-0074 IRS Use Only–Do not write or staple in this space.
Filing Status Single X Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child's name if the qualifying
one box.
person is a child but not your dependent.u
Your first name and middle initial Last name Your social security number

If joint return, spouse's first name and middle initial Last name Spouse's social security number

Home address (number and street). If you have a P.O box, see instructions. Apt. no. Presidential Election Campaign
Check here if you, or your
506 CASTLEHILL DR. spouse if filing jointly, want $3
City, town or post office .If you have a foreign address, also complete spaces below. State ZIP code to go to this fund.Checking a
box below will not change
WALNUT CA 91789 your tax or refund.
You Spouse
Standard Someone can claim: You as a dependent Your spouse as a dependent
Deduction Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) ü if qualifies for (see instructions):
number
(1) First name Last name
to you Child tax credit Credit for other dependents
If more
than four MATTHEW RAMIREZ 605-67-6136 SON X
dependents,
see instructions VALENTINA RAMIREZ 608-81-1218 DAUGHTER X
and check
here ADRIANA RAMIREZ 718-42-9808 DAUGHTER X
u
Attach
Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 1 105,430
Sch.B if
2a
Tax-exempt interest . . 2a b Taxable interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b 3,100
required.
3a
Qualified dividends . . . 3a 37,709 b Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . . 3b 48,798
4a
IRA distributions . . . . . . 4a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
5a Pensions and annuities 5a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b
6a Soc. sec. ben. ........ 6a b Taxable amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b
Standard
Deduction for – 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 7 -3,000
• Single or
Married filing
8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 5,206
separately, 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 9 159,534
$12,400
• Married filing
10 Adjustments to income:
jointly or
Qualifying
a From Schedule 1, line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a 338
widow(er), b Charitable contributions if you take the standard deduction. See instructions 10b
$24,800
• Head of
c Add line 10a and 10b. These are your total adjustments to income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10c 338
household,
$18,650
11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 11 159,196
• If you checked 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 28,327
any box under
Standard
13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 661
Deduction,
see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 28,988
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 130,208
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2020)
DAA
Form 1040 (2020) RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691 Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972
3 ................................................................................................ 16 17,581
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 17,581
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 6,000
20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 63
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 6,063
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 11,518
23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 176
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u .. 24 11,694
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a 7,605
b Form(s) 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25d 7,605
• If you have a
26 2020 estimated tax payments and amount applied from 2019 return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 16,800
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
attach Sch. EIC.
28 Additional child tax credit. Attach Schedule 8812 . . . . . . . . . . . . . . . . . . . 28
• If you have
nontaxable 29 American opportunity credit from Form 8863, line 8 . . . . . . . . . . . . . . . . 29
combat pay, see
instructions. 30 Recovery rebate credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 5,980
31 Amount from Schedule 3, line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
32 Add lines 27 through 31. These are your total other payments and refundable credits . . . . . . . u 32 5,980
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 33 30,385
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . . . . . . 34 18,691
Direct deposit? 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . . . . u 35a 18,691
See instructions u b Routing number 322271627 u c Type: X Checking Savings
Amount 37 Subtract line 33 from line 24. This is the amount you owe now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 37
You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
For details on 2020. See Schedule 3, line 12e, and its instructions for details.
how to pay, see
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . u 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u X Yes. Complete below. No
Designee’s Phone Personal identification number
name u KELLI COX no. u 760-345-2570 (PIN) u 92260

Sign 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, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here If the IRS sent you an Identity
Your signature Date Your occupation Protection PIN, enter it here
Joint return?
(see inst.)
See instructions. TEACHER
Keep a copy for If the IRS sent your spouse an
Spouse's signature. If a joint return, both must sign. Date Spouse's occupation Identity Protection PIN, enter it here
your records.
(see inst.)
HOMEMAKER
Phone no. Email address
Preparer's name Preparer's signature Date PTIN Check if:
Paid KELLI COX KELLI COX 04/24/21 P01344838 Self-employed
Preparer Firm's name u CGC-MROZ ACCOUNTANTS AND ADVISORS Phone no. 760-345-2570
Use Only 73733 FRED WARING DR STE 105
Firm's address u PALM DESERT CA 92260 Firm's EIN u 82-0625147
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2020)
DAA
SCHEDULE 1 Additional Income and Adjustments to Income OMB No. 1545-0074
(Form 1040)
Department of the Treasury u Attach to Form 1040,1040-SR, or 1040-NR.

2020
Attachment
Name(s) shown on Form 1040,1040-SR, or 1040-NR Your social security number

Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions) u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1,250
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . 5 -44
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income. List type and amount u . . . .GAMBLING INCOME FROM W-2G
..........................................................................
. . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 4,000
9 Combine lines 1 through 8. Enter here and on Form 1040, 1040-SR, or 1040-NR, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 5,206
Part II Adjustments to Income
10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 250
11 Certain business expenses of reservists, performing artists, and fee-basis government
officials. Attach Form 2106 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 88
15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18a
b Recipient's SSN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
c Date of original divorce or separation agreement (see instructions) u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Tuition and fees deduction. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Add lines 10 through 21. These are your adjustments to income. Enter here and
on Form 1040, 1040-SR, or 1040-NR, line 10a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 338
DAA
SCHEDULE 2 Additional Taxes OMB No. 1545-0074
(Form 1040)

2020
Attachment
Name(s) shown on Form 1040 or 1040-SR, or 1040-NR Your social security number
Part I Tax
1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Add lines 1 and 2. Enter here and include on Form 1040 or 1040-SR, or 1040-NR, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 176
5 Unreported social security and Medicare tax from Form: a 4137 b 8919 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Additional tax on IRAs, other qualified retirement plans, and other tax-favored
accounts. Attach Form 5329 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7a Household employment taxes. Attach Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a
b Repayment of first-time homebuyer credit from Form 5405. Attach Form 5405 if
required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b
8 Taxes from: a Form 8959 b Form 8960

c Instructions; enter code(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Section 965 net tax liability installment from Form 965-A . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Add lines 4 through 8. These are your total other taxes. Enter here and on Form
1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 176
DAA
SCHEDULE 3 Additional Credits and Payments OMB No. 1545-0074
(Form 1040)
2020
Attachment
Name(s) shown on Form 1040 ,1040-SR, or 1040-NR Your social security number

Part I Nonrefundable Credits
1 Foreign tax credit. Attached Form 1116 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 63
2 Credit for child and dependent care expenses. Attach Form 2441 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Other credits from Form: a 3800 b 8801 c 6
7 Add lines 1 through 6. Enter here and include on Form 1040, 1040-SR, or 1040-NR, line 20 . . . . . . . . . . . . . . . . . . . . . . . . . 7 63
Part II Other Payments and Refundable Credits
8 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Amount paid with request for extension to file (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Other payments or refundable credits:
a Form 2439 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a
b Qualified sick and family leave credits from Schedule(s) H and
Form(s) 7202 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b
c Health coverage tax credit from Form 8885 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12c
d Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12d
e Deferral for certain Schedule H or SE filers (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . 12e
f Add lines 12a through 12e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12f
13 Add lines 8 through 12f. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
DAA
SCHEDULE A Itemized Deductions OMB No. 1545-0074
(Form 1040)
u Go to www.irs.gov/ScheduleA for instructions and the latest information.
u Attach to Form 1040 or 1040-SR.
2020
Attachment
Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07
Name(s) shown on Form 1040 or 1040-SR Your social security number
Medical Caution: Do not include expenses reimbursed or paid by others.
and 1 Medical and dental expenses (see instructions) . . . . . . . . . . . . . . . . . . . . 1 640
Dental 2 Enter amount from Form 1040 or
Expenses 1040-SR, line 11 . . . . . . . . . . . . . . . . . 2 159,196
3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 11,940
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 0
Taxes You 5 State and local taxes.
Paid 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 instead
of income taxes, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 5a 13,197
b State and local real estate taxes (see instructions) . . . . . . . . . . . . . . . . . 5b 12,743
c State and local personal property taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5c 248
d Add lines 5a through 5c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5d 26,188
e Enter the smaller of line 5d or $10,000 ($5,000 if married filing
separately) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5e 10,000
6 Other taxes. List type and amount u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. ...................................................................... 6
7 Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 10,000
Interest You 8 Home mortgage interest and points. If you didn't use all of your
Paid home mortgage loan(s) to buy, build, or improve your home,
Caution: Your see instructions and check this box . . . . . . . . . . . . . . . . . . . . . . . . u
mortgage interest
deduction may be a Home mortgage interest and points reported to you on Form 1098.
limited (see
instructions).
See instructions if limited . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a 14,166
b Home mortgage interest not reported to you on Form 1098. See
instructions if limited. If paid to the person from whom you bought the
home, see instructions and show that person’s name, identifying no.,
and address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
u ....................................................................
. ...................................................................... 8b
c Points not reported to you on Form 1098. See instructions for
special rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8c 139
d Mortgage insurance premiums (see instructions) . . . . . . . . . . . . . . . . . . . 8d
e Add lines 8a through 8d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e 14,305
9 Investment interest. Attach Form 4952 if required. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 22
10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 14,327
Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more,
Charity see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Other than by cash or check. If you made any gift of $250 or more,
Caution: If you
made a gift and see instructions. You must attach Form 8283 if over $500 . . . . . . . . . 12
got a benefit for it,
see instructions.
13 Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified
Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Other 16 Other—from list in instructions. List type and amount u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Itemized GAMBLING LOSSES
. ........................................................................................................
Deductions 16 4,000
Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on
Itemized Form 1040 or 1040-SR, line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 28,327
Deductions 18 If you elect to itemize deductions even though they are less than your standard
deduction, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Schedule A (Form 1040) 2020
DAA
SCHEDULE B OMB No. 1545-0074
(Form 1040) Interest and Ordinary Dividends
u Go to www.irs.gov/ScheduleB for instructions and the latest information. 2020
Attachment
Internal Revenue Service (99) u Attach to Form 1040 or 1040-SR. Sequence No. 08
Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount
buyer used the property as a personal residence, see the instructions and list this
Interest interest first. Also, show that buyer’s social security number and address u
(See instructions CHARLES SCHWAB 5777
. ............................................................................................................ 1
and the CHARLES SCHWAB 6383 3
. ............................................................................................................
instructions for
. CHARLES
. . . . . . . . . . . . . . . . .SCHWAB
. . . . . . . . . . . . . . . 7151
............................................................................ 3
Form 1040 and
1040-SR, line 2b.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8485
CHARLES SCHWAB ............................................................................ 5,273
. CHARLES
. . . . . . . . . . . . . . . . .SCHWAB
. . . . . . . . . . . . . . .&. . . . CO.,
. . . . . . . . . . . INC
. . . . . . . . . -8485
. . . . . . . . . . . . . BOND
. . . . . . . . . . . PREM
............................ -891
CHARLES SCHWAB 8485 ACC INT
. ............................................................................................................
1 -1,305
Note: If you
. UNITED
. . . . . . . . . . . . . . .STATES
. . . . . . . . . . . . . . .OIL
. . . . . . . . .FUND.
. . . . . . . . . . . . .LP
. . . . . . . . . . . . . . . . . . . . . . . . . .20-2830691
.............................. 16
received a Form
1099-INT, Form . ............................................................................................................
1099-OID, or . ............................................................................................................
substitute
. ............................................................................................................
statement from
a brokerage firm, . ............................................................................................................
list the firm's . ............................................................................................................
name as the . ............................................................................................................
payer and enter
the total interest . ............................................................................................................
shown on that 2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3,100
form. 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR,
line 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 4 3,100
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CHARLES SCHWAB 6383
. ............................................................................................................ 19,622
Ordinary . CHARLES
. . . . . . . . . . . . . . . . .SCHWAB
. . . . . . . . . . . . . . . 7151
............................................................................ 7,760
Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8485
CHARLES SCHWAB ............................................................................ 21,412
(See instructions . UNITED
. . . . . . . . . . . . . . .STATES
. . . . . . . . . . . . . . .OIL
. . . . . . . . .FUND.
. . . . . . . . . . . . .LP
. . . . . . . . . . . . . . . . . . . . . . . . . .20-2830691
.............................. 4
and the . ............................................................................................................
instructions for
. ............................................................................................................
Form 1040 and
. ............................................................................................................ 5
1040-SR, line 3b.)
. ............................................................................................................
Note: If you
received a Form . ............................................................................................................
1099-DIV or . ............................................................................................................
substitute
. ............................................................................................................
statement from
a brokerage firm, . ............................................................................................................
list the firm's . ............................................................................................................
name as the . ............................................................................................................
payer and enter
the ordinary . ............................................................................................................
dividends shown 6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR,
on that form. line 3b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 6 48,798
Note: If line 6 is over $1,500, you must complete Part III.
Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a
Yes No
foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
Foreign 7a At any time during 2020, did you have a financial interest in or signature authority over a financial
Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign
and Trusts country? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial
Caution: If
Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114
required, failure
to file FinCEN and its instructions for filing requirements and exceptions to those requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 114 may b If you are required to file FinCEN Form 114, enter the name of the foreign country where the
result in financial account is located u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
substantial
penalties. See 8 During 2020 did you receive a distribution from, or were you the grantor of, or transferor to, a
instructions. foreign trust? If "Yes," you may have to file Form 3520. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule B (Form 1040) 2020
DAA
SCHEDULE C Profit or Loss From Business OMB No. 1545-0074
(Form 1040) (Sole Proprietorship)

u Go to www.irs.gov/ScheduleC for instructions and the latest information.
2020
Attachment
Internal Revenue Service (99) u Attach to Form 1040, 1040-SR, 1040-NR, or 1041; partnerships generally must file Form 1065. Sequence No. 09
Name of proprietor Social security number (SSN)

A Principal business or profession, including product or service (see instructions) B Enter code from instructions
TEACHER u 611000
C Business name. If no separate business name, leave blank. D Employer ID number (EIN) (see instr.)
E Business address (including suite or room no.) u 506 CASTLEHILL DR.

...........................................................................................................
City, town or post office, state, and ZIP code WALNUT CA 91789
F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G Did you “materially participate” in the operation of this business during 2020? If “No,” see instructions for limit on losses . . . . . . . . X Yes No
H If you started or acquired this business during 2020, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
I Did you make any payments in 2020 that would require you to file Form(s) 1099? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No
J If "Yes," did you or will you file required Form(s) 1099? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
Part I Income
1 Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on
Form W-2 and the “Statutory employee” box on that form was checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 1 1,850
2 Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1,850
4 Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 1,850
6 Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 7 1,850
Part II Expenses. Enter expenses for business use of your home only on line 30.
8 Advertising ........................
8 18 Office expense (see instructions) ....... 18
9 Car and truck expenses (see 19 Pension and profit-sharing plans . . . . . . . . 19
instructions) . . . . . . . . . . . . . . . . . . . . . . 9 20 Rent or lease (see instructions):
10 Commissions and fees . . . . . . . . . . . 10 a Vehicles, machinery, and equipment . . . 20a
11 Contract labor (see instructions) . . . . . . 11 b Other business property . . . . . . . . . . . . . . . . . 20b
12 Depletion . . . . . . . . . . . . . . . . . . . . . . . . . 12 21 Repairs and maintenance . . . . . . . . . . . . . . . 21
13 Depreciation and section 179 22 Supplies (not included in Part III) . . . . . . . 22
expense deduction (not 23 Taxes and licenses . . . . . . . . . . . . . . . . . . . . . . 23
included in Part III) (see
instructions) . . . . . . . . . . . . . . . . . . . . . . 13 24 Travel and meals:
14 Employee benefit programs a Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
(other than on line 19) . . . . . . . . . . . . 14 b Deductible meals (see
15 Insurance (other than health) . . . . . 15 instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24b
16 Interest (see instructions): 25 Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
a Mortgage (paid to banks, etc.) . . . . 16a 26 Wages (less employment credits) . . . . . . . 26
b Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b
27a Other expenses (from line 48) . . . . . . . . . . 27a
17 Legal and professional services . . 17 600 b Reserved for future use . . . . . . . . . . . . . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 28 600
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 1,250
30 Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless 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
Method Worksheet in the instructions to figure the amount to enter on line 30 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Schedule 1 (Form 1040), line 3 and on Schedule SE, line 2. (If you
checked the box on line 1, see instructions). Estates and trusts, enter on Form 1041, line 3. } 31 1,250
• If a loss, you must go to line 32.
32 If you have a loss, check the box that describes your investment in this activity. See instructions.
• If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3 and on Schedule 32a All investment is at risk.
SE, line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and trusts, enter on } 32b Some investment is not
Form 1041, line 3. at risk.
• If you checked 32b, you must attach Form 6198. Your loss may be limited.
For Paperwork Reduction Act Notice, see the separate instructions. Schedule C (Form 1040) 2020
DAA
SCHEDULE D Capital Gains and Losses OMB No. 1545-0074
(Form 1040)
u Attach to Form 1040, 1040-SR, or 1040-NR.
u Go to www.irs.gov/ScheduleD for instructions and the latest information. 2020
Attachment
Internal Revenue Service (99) u Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. Sequence No. 12
Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? Yes X No
If “Yes,” attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.
Part I Short-Term Capital Gains and Losses — Generally Assets Held One Year or Less (see instructions)
This form may be easier to complete if you round off cents to
(sales price) (or other basis) Form(s) 8949, Part I, combine the result
1a Totals for all short-term transactions reported on Form

Box A checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 905,911 913,404 0 -7,493
Box B checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,750 4,387 0 363
Box C checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,440 36 0 8,404
4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 . . . . . . . . . . . . . . . . . . . . . . 4 -3,358
5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover
Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 ( )
7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). If you have any long-
term capital gains or losses, go to Part II below. Otherwise, go to Part III on the back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 -2,084
Part II Long-Term Capital Gains and Losses — Generally Assets Held More Than One Year (see instructions)
This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Part II, combine the result
8a Totals for all long-term transactions reported on Form


Box D checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,084,375 1,114,572 0 -30,197
Box E checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Box F checked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 25 0 -2
11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss)
from Forms 4684, 6781, and 8824 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 -5,036
12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 . . . . . . . . . . . . . . . . 12
13 Capital gain distributions. See the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 1,096
14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover
Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 ( )
15 Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then go to Part III on
the back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 -34,139
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule D (Form 1040) 2020
DAA
Schedule D (Form 1040) 2020 Page 2
Part III Summary
16 Combine lines 7 and 15 and enter the result ............................................................................ 16 -36,223
• If line 16 is a gain, enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 7.
Then, go to line 17 below.
• If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete
line 22.
• If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, 1040-SR, or
1040-NR, line 7. Then go to line 22.
17 Are lines 15 and 16 both gains?

Yes. Go to line 18.
No. Skip lines 18 through 21, and go to line 22.
18 If you are required to complete the 28% Rate Gain Worksheet (see
instructions), enter the amount, if any, from line 7 of that worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 18
19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see instructions), enter the
instructions), enter the amount, if any, from line 18 of that worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
u
20 Are lines 18 and 19 both zero or blank and are you not filing Form 4952?
Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 16. Don’t complete lines 21 and 22 below.
No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21
and 22 below.
21 If line 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7, the smaller of:
• The loss on line 16; or } .............................................................. 21 ( 3,000 )

• ($3,000), or if married filing separately, ($1,500)
Note: When figuring which amount is smaller, treat both amounts as positive numbers.
22 Do you have qualified dividends on Form 1040, 1040-SR, or Form 1040-NR, line 3a?
X Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions
for Forms 1040 and 1040-SR, line 16.
No. Complete the rest of Form 1040, 1040-SR, or 1040-NR.
Schedule D (Form 1040) 2020
DAA
OMB No. 1545-0074

Attachment

X (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
(a) (b)

VARIOUS VARIOUS 127,526 141,628 -14,102
VARIOUS VARIOUS 390,184 388,699 1,485
VARIOUS VARIOUS 388,201 383,077 5,124
above is checked), or line 3 (if Box C above is checked) u 905,911 913,404 0 -7,493
DAA

X (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
(F) Long-term transactions not reported to you on Form 1099-B
(a) (b)

VARIOUS VARIOUS 169,160 205,338 -36,178
VARIOUS VARIOUS 656,797 613,369 43,428
VARIOUS VARIOUS 258,418 295,865 -37,447
above is checked), or line 10 (if Box F above is checked) u 1,084,375 1,114,572 0 -30,197
Form 8949 (2020)
DAA
OMB No. 1545-0074

Attachment

X (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS
(a) (b)

VARIOUS VARIOUS 4,266 4,266 0
above is checked), or line 3 (if Box C above is checked) u 4,750 4,387 0 363
DAA
OMB No. 1545-0074

Attachment

X (C) Short-term transactions not reported to you on Form 1099-B
(a) (b)

VONTIER CORP
VARIOUS VARIOUS 8,418 0 8,418
above is checked), or line 3 (if Box C above is checked) u 8,440 36 0 8,404
DAA

(D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
X (F) Long-term transactions not reported to you on Form 1099-B
(a) (b)
VIATRIS
VIATRIS INC
above is checked), or line 10 (if Box F above is checked) u 23 25 0 -2
Form 8949 (2020)
DAA
Schedule E (Form 1040) 2020 Attachment Sequence No. 13 Page 2
Name(s) shown on return. Do not enter name and social security number if shown on other side. Your social security number

Caution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.
Part II Income or Loss From Partnerships and S Corporations – Note: If you report a loss, receive a distribution, dispose of
stock, or receive a loan repayment from an S corporation, you must check the box in column (e) on line 28 and attach the required basis
computation. If you report a loss from an at-risk activity for which any amount is not at risk, you must check the box in column (f) on
line 28 and attach Form 6198. See instructions.
27 Are you reporting any loss not allowed in a prior year due to the at-risk or basis limitations, a prior year unallowed loss from a
passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If you answered “Yes,”
see instructions before completing this section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No
(b) Enter P for (c) Check if (d) Employer (e) Check if (f) Check if
28 (a) Name partnership; S foreign identification basis computation any amount is
for S corporation partnership number is required not at risk
A UNITED STATES OIL FUND. LP P 20-2830691 X

B P 20-2830691 X
C
D
(g) Passive loss allowed (h) Passive income (i) Nonpassive loss allowed (j) Section 179 expense (k) Nonpassive income
(attach Form 8582 if required) from Schedule K-1 (see Schedule K-1) deduction from Form 4562 from Schedule K-1
A PTP 0
B PTP 44
C
D
29a Totals
b Totals 44
30 Add columns (h) and (k) of line 29a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 0
31 Add columns (g), (i), and (j) of line 29b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 ( 44 )
32 Total partnership and S corporation income or (loss). Combine lines 30 and 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 -44
Part III Income or Loss From Estates and Trusts
(b) Employer
33 (a) Name
A
B
(c) Passive deduction or loss allowed (d) Passive income (e) Deduction or loss (f) Other income from
(attach Form 8582 if required) from Schedule K-1 from Schedule K-1 Schedule K-1
A
B
34a Totals
b Totals
35 Add columns (d) and (f) of line 34a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
36 Add columns (c) and (e) of line 34b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 ( )
37 Total estate and trust income or (loss). Combine lines 35 and 36 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Part IV Income or Loss From Real Estate Mortgage Investment Conduits (REMICs)—Residual Holder
(c) Excess inclusion from
(b) Employer (d) Taxable income (net loss) (e) Income from
38 (a) Name
Schedules Q, line 2c
from Schedules Q, line 1b Schedules Q, line 3b
(see instructions)
39 Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below ...................... 39
Part V Summary
40 Net farm rental income or (loss) from Form 4835. Also, complete line 42 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
41 Total income or (loss). Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Schedule 1 (Form 1040), line 5 . . . . . . . . . . . . . . . . . u 41 -44
42 Reconciliation of farming and fishing income. Enter your gross
farming and fishing income reported on Form 4835, line 7; Schedule K-1
(Form 1065), box 14, code B; Schedule K-1 (Form 1120-S), box 17, code
AD; and Schedule K-1 (Form 1041), box 14, code F. See instructions . . . . . . . . . . . . . . . . 42
43 Reconciliation for real estate professionals. If you were a real estate professional
(see instructions), enter the net income or (loss) you reported anywhere on Form
1040, Form 1040-SR, or Form 1040-NR from all rental real estate activities in which
you materially participated under the passive activity loss rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
DAA Schedule E (Form 1040) 2020
SCHEDULE SE Self-Employment Tax OMB No. 1545-0074
(Form 1040)
u Go to www.irs.gov/ScheduleSE for instructions and the latest information. 2020
Attachment
Internal Revenue Service (99) u Attach to Form 1040, 1040-SR, or 1040-NR. Sequence No. 17
Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person
RAUL RAMIREZ with self-employment income u 562-75-4691
Part I Self-Employment Tax
Note: If your only income subject to self-employment tax is church employee income, see instructions for how to report your income
and the definition of church employee income.
A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had
$400 or more of other net earnings from self-employment, check here and continue with Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
Skip lines 1a and 1b if you use the farm optional method in Part II. See instructions.
1a Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form 1065),
box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code AH . . . . . . . . 1b ( )
Skip line 2 if you use the nonfarm optional method in Part II. See instructions.
2 Net profit or (loss) from Schedule C, line 31; and Schedule K-1 (Form 1065), box 14, code A (other than
farming). See instructions for other income to report or if you are a minister or member of a religious order . . . . . . . . . . . . 2 1,250
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1,250
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 . . . . . . . . . . . . . . . . . . . . 4a 1,154
Note: If line 4a is less than $400 due to Conservation Reserve Program payments on line 1b, see instructions.
b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
c Combine lines 4a and 4b. If less than $400, stop; you don't owe self-employment tax. Exception: If
less than $400 and you had church employee income, enter -0- and continue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 4c 1,154
5a Enter your church employee income from Form W-2. See instructions for
definition of church employee income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a
b Multiply line 5a by 92.35% (0.9235). If less than $100, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b 0
6 Add lines 4c and 5b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 1,154
7 Maximum amount of combined wages and self-employment earnings subject to social security tax or
the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 137,700
8a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2)
and railroad retirement (tier 1) compensation. If $137,700 or more, skip lines
8b through 10, and go to line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a
b Unreported tips subject to social security tax from Form 4137, line 10 . . . . . . . . . . . . . . . . 8b
c Wages subject to social security tax from Form 8919, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . 8c
d Add lines 8a, 8b, and 8c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 . . . . . . . . . . . . . . . . . . . . . . . . . u 9 137,700
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 143
11 Multiply line 6 by 2.9% (0.029) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 33
12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4 ...................... 12 176
13 Deduction for one-half of self-employment tax.
Multiply line 12 by 50% (0.50). Enter the result here and on Schedule 1 (Form 1040),
line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 88
Part II Optional Methods To Figure Net Earnings (see instructions)
Farm Optional Method. You may use this method only if (a) your gross farm income1 wasn't more than
2
$8,460, or (b) your net farm profits were less than $6,107.
14 Maximum income for optional methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 5,640
1
15 Enter the smaller of: two-thirds (2/3) of gross farm income (not less than zero) or $5,640. Also include
this amount on line 4b above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits3 were less than $6,107
4
and also less than 72.189% of your gross nonfarm income, and (b) you had net earnings from self-employment
of at least $400 in 2 of the prior 3 years. Caution: You may use this method no more than five times.
16 Subtract line 15 from line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income4 (not less than zero) or the amount on
line 16. Also, include this amount on line 4b above ...................................................................... 17
1 3
From Sch. F, line 9; and Sch. K-1 (Form 1065), box 14, code B. From Sch. C, line 31; and Sch. K-1 (Form 1065), box 14, code A.
2 4
From Sch. F, line 34; and Sch. K-1 (Form 1065), box 14, code A — minus the amount From Sch. C, line 7; and Sch. K-1 (Form 1065), box 14, code C.
you would have entered on line 1b had you not used the optional method.
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule SE (Form 1040) 2020
DAA
Form 1116 Foreign Tax Credit
(Individual, Estate, or Trust)
OMB No. 1545-0121

u Attach to Form 1040, 1040-SR, 1040-NR, 1041, or 990-T. 2020
Attachment
Internal Revenue Service (99) uGo to www.irs.gov/Form1116 for instructions and the latest information. Sequence No. 19
Name Identifying number as shown on page 1 of your tax return

Use a separate Form 1116 for each category of income listed below. See Categories of Income in the instructions. Check only one box on each Form
1116. Report all amounts in U.S. dollars except where specified in Part II below.
a Section 951A income c X Passive category income e Section 901(j) income g Lump-sum distributions
b Foreign branch income d General category income f Certain income re-sourced by treaty
h Resident of (name of country) u US UNITED STATES

Note: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part II. If you paid taxes to
more than one foreign country or U.S. possession, use a separate column and line for each country or possession.
Part I Taxable Income or Loss From Sources Outside the United States (for category checked above)
Foreign Country or U.S. Possession Total
i Enter the name of the foreign country A OC B C (Add cols. A, B, and C.)
or U.S. possession . . . . . . . . . . . . . . . . . . u OTHER COUNTRIES
1a Gross income from sources within country
shown above and of the type checked above
(see instructions): . . . . . . . . . . . . . . . . . . . . . . .
. .......................................
b .DIVIDENDS
. . . . . . . . . . . . . . . . . .&
. . . .INTEREST
................. 657 1a 657
Check if line 1a is compensation for personal
services as an employee, your total compen-
sation from all sources is $250,000 or more,
& you used an alternative basis to determine
its source (see instructions) . . . . . . u
Deductions and losses (Caution: See instructions.):
2 Expenses definitely related to the income on
line 1a (attach
statement) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Pro rata share of other deductions not
definitely related:
a Certain itemized deductions or standard
b deduction (see instructions) . . . . . . . . . . . . . . 10,000
Other deds.
(attach stmt.) ...........................
c Add lines 3a and 3b . . . . . . . . . . . . . . . . . . 10,000
d Gross foreign source income (see instructions) 1,708
e Gross income from all sources (see instructions) . . . 223,092
f Divide line 3d by line 3e (see instructions) 0.0077
g Multiply line 3c by line 3f ............. 77
4 Pro rata share of interest expense (see instructions):
a Home mortgage interest (use the Worksheet for
Home Mortgage Interest in the instructions) . . . . . . . 110
b Other interest expense . . . . . . . . . . . . . . .
5 Losses from foreign sources . . . . . . . . .
6 Add lines 2, 3g, 4a, 4b, and 5 . . . . . . . . 187 6 187
7 Subtract line 6 from line 1a. Enter the result here and on line 15, page 2 ........................................... u 7 470
Part II Foreign Taxes Paid or Accrued (see instructions)
Credit is claimed
for taxes (you Foreign taxes paid or accrued
must check one)
Country
In foreign currency In U.S. dollars

(j) X Paid
Taxes withheld at source on: (p) Other Taxes withheld at source on: (t) Other (u) Total foreign
(k) Accrued
foreign taxes foreign taxes taxes paid or
(l) Date paid (n) Rents paid or (r) Rents paid or accrued (add cols.
(m) Dividends (o) Interest (q) Dividends (s) Interest
or accrued and royalties accrued and royalties accrued (q) through (t))
A 1099 TAX 137 137

B
C
8 Add lines A through C, column (u). Enter the total here and on line 9, page 2 ................................... u 8 137
DAA
Form 1116 (2020) Page 2
Part III Figuring the Credit
9 Enter the amount from line 8. These are your total foreign taxes paid
or accrued for the category of income checked above Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 137
10 Carryback or carryover (attach detailed computation) . . . . . . .SEE
. . . . . . . . STMT
. . . . . . . . . . .1
........ 10 559
(If your income was section 951A income (box a above
Part I), leave line 10 blank.)
11 Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 696
12 Reduction in foreign taxes (see instructions) ........................................... 12 ( )
13 Taxes reclassified under high tax kickout (see instructions) ........................... 13
14 Combine lines 11, 12, and 13. This is the total amount of foreign taxes available for credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 696
15 Enter the amount from line 7. This is your taxable income or (loss) from
sources outside the United States (before adjustments) for the category
of income checked above Part I (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 470
16 Adjustments to line 15 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Combine the amounts on lines 15 and 16. This is your net foreign
source taxable income. (If the result is zero or less, you have no
foreign tax credit for the category of income you checked above
Part I. Skip lines 18 through 24. However, if you are filing more than
one Form 1116, you must complete line 20.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 470
18 Individuals: Enter the amount from line 15 of your Form 1040,
1040-SR, or 1040-NR. Estates and trusts: Enter your taxable
income without the deduction for your exemption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 130,208
Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see
instructions.
19 Divide line 17 by line 18. If line 17 is more than line 18, enter “1” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 0.0036
20 Individuals: Enter the total of Form 1040 or 1040-SR, line 16, and Schedule 2 (Form 1040), line 2. If
you are a nonresident alien, enter the total of Form 1040-NR, line 16 and Schedule 2 (Form 1040),
line 2. Estates and trusts: Enter the amount from Form 1041, Schedule G, line 1a; or the total of
Form 990-T, Part II, lines 2, 3, 4, and 6. Foreign estates and trusts should enter the amount from
Form 1040-NR,line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 17,581
Caution: If you are completing line 20 for separate category g (lump-sum distributions), see
instructions
21 Multiply line 20 by line 19 (maximum amount of credit) .................................................................. 21 63

22 Increase in limitation (section 960 (c)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
23 Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 63

24 Enter the smaller of line 14 or line 23. If this is the only Form 1116 you are filing, skip lines 25
through 32 and enter this amount on line 33. Otherwise, complete the appropriate line in Part IV (see
instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 24 63
Part IV Summary of Credits From Separate Parts III (see instructions)
25 Credit for taxes on section 951A category income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
26 Credit for taxes on foreign category branch income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
27 Credit for taxes on passive category income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
28 Credit for taxes on general category income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
29 Credit for taxes on section 901(j) income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
30 Credit for taxes on certain income re-sourced by treaty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Credit for taxes on lump-sum distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
32 Add lines 25 through 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Enter the smaller of line 20 or line 32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 63
34 Reduction of credit for international boycott operations. See instructions for line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
35 Subtract line 34 from line 33. This is your foreign tax credit. Enter here and on Schedule 3 (Form
1040), line 1; Form 1041, Schedule G, line 2a; or Form 990-T, Part III, line 1a . . . . . . . . . . . . . . . . . . . . . . . . . . u 35 63
DAA Form 1116 (2020)
Form 8995 Qualified Business Income Deduction OMB No. 1545-2294
Simplified Computation 2020

Department of the Treasury u Attach to your tax return. Attachment
Name(s) shown on return Your taxpayer identification number
Note. You can claim the qualified business income deduction only if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $163,300 ($326,600 if married
filing jointly), and you aren't a patron of an agricultural or horticultural cooperative.
1 (a) Trade, business, or aggregation name (b) Taxpayer (c) Qualified business
identification number income or (loss)
i TEACHER 562-75-4691 1,162

ii
iii
iv
2 Total qualified business income or (loss). Combine lines 1i through 1v,

column (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1,162
3 Qualified business net (loss) carryforward from the prior year . . . . . . . . . . . . . . . . . . . . . . . 3 ( )
4 Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0- . . . 4 1,162
5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 232
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2,144
7 Qualified REIT dividends and qualified PTP (loss) carryforward from the prior
year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 ( )
8 Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 2,144
9 REIT and PTP component. Multiply line 8 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 429
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 661
11 Taxable income before qualified business income deduction . . . . . . . . . . . . . . . . . . . . . . . . 11 130,869
12 Net capital gain (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 37,709
13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 93,160
14 Income limitation. Multiply line 13 by 20% (0.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 18,632
15 Qualified business income deduction. Enter the lesser of line 10 or line 14. Also enter this amount on
the applicable line of your return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u 15 661
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . . . . . . . . . . . . . . . . . . 16 ( 0)
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ( 0)
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8995 (2020)
DAA
Paid Preparer’s Due Diligence Checklist
Form 8867 Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC),
OMB No. 1545-0074

Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and
Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status 2020
u To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Attachment
Taxpayer name(s) shown on return Taxpayer identification number
Enter preparer's name and PTIN
KELLI COX P01344838
Part I Due Diligence Requirements
Please check the appropriate box for the credit(s) and/or HOH filing status claimed on the return and complete the related Parts I-V
for the benefit(s) claimed (check all that apply). EIC X CTC/ACTC/ODC AOTC HOH
1 Did you complete the return based on information for tax year 2020 provided by the taxpayer or Yes No N/A
reasonably obtained by you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
2 If credits are claimed on the return, did you complete the applicable EIC and/or CTC/ACTC/ODC
worksheets found in the Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS instructions, and/or the
AOTC worksheet found in the Form 8863 instructions, or your own worksheet(s) that provides the same
information, and all related forms and schedules for each credit claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
3 Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of
the following.
= Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to
determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status.
= Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of any credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
4 Did any information provided by the taxpayer or a third party for use in preparing the return, or
information reasonably known to you, appear to be incorrect, incomplete, or inconsistent? (If "Yes,"
answer questions 4a and 4b. If "No," go to question 5.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
a Did you make reasonable inquiries to determine the correct, complete, and consistent information? . . . . . . . . . . . .
b Did you contemporaneously document your inquiries? (Documentation should include the questions
you asked, whom you asked, when you asked, the information that was provided, and the impact the
information had on your preparation of the return.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5 Did you satisfy the record retention requirement? To meet the record retention requirement, you must
keep a copy of your documentation referenced in 4b, a copy of this Form 8867, a copy of any
applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form
8867 and any applicable worksheet(s) was obtained, and a copy of any document(s) provided by the
taxpayer that you relied on to determine eligibility for the credit(s) and/or HOH filing status or to figure
the amount(s) of the credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
List those documents provided by the taxpayer, if any, that you relied on:
TAXPAYER SUMMARY OF INCOME
TAXPAYER SUMMARY OF EXPENSES
6 Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? . . . . . . . . . . . . . . . . . . . X
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a Did you complete the required recertification Form 8862? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (2020)
DAA
Form 8867 (2020) Page 2
Part II Due Diligence Questions for Returns Claiming EIC (If the return does not claim EIC, go to Part III.)
9a Have you determined that the taxpayer is eligible to claim the EIC for the number of qualifying children Yes No N/A
claimed, or is eligible to claim the EIC without a qualifying child? (If the taxpayer is claiming the EIC
and does not have a qualifying child, go to question 10.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did you ask the taxpayer if the child lived with the taxpayer for over half of the year, even if the taxpayer
has supported the child the entire year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Did you explain to the taxpayer the rules about claiming the EIC when a child is the qualifying child of
more than one person (tiebreaker rules)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part III Due Diligence Questions for Returns Claiming CTC/ACTC/ODC (If the return does not claim CTC, ACTC,
or ODC, go to Part IV.)
10 Have you determined that each qualifying person for the CTC/ACTC/ODC is the taxpayer's dependent who is Yes No N/A
a citizen, national, or resident of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
11 Did you explain to the taxpayer that he/she may not claim the CTC/ACTC if the taxpayer has not lived
with the child for over half of the year, even if the taxpayer has supported the child, unless the child's
custodial parent has released a claim to exemption for the child? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
12 Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Part IV Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Part V.)
13 Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified Yes No
tuition and related expenses for the claimed AOTC? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part V Due Diligence Questions for Claiming HOH (If the return does not claim HOH filing status, go to Part VI.)
14 Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year Yes No
and provided more than half of the cost of keeping up a home for the year for a qualifying person? . . . . . . . . . . . . . . . . . . . . . . .
Part VI Eligibility Certification
u You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
A. Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer's responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of the credit(s);
B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
C. Submit Form 8867 in the manner required; and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. A copy of this Form 8867.
2. The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
3. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer's eligibility for the
credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
4. A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
5. A record of any additional information you relied upon, including questions you asked and the taxpayer's responses, to
determine the taxpayer's eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
u If you have not complied with all due diligence requirements, you may have to pay a $540 penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status.
15 Do you certify that all of the answers on this Form 8867 are, to the best of your knowledge, true, correct, and Yes No
complete? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Form 8867 (2020)
DAA
OMB No. 1545-0644
Form 6781 Gains and Losses From Section 1256
Contracts and Straddles 2020
Department of the Treasury „ Go to www.irs.gov/Form6781 for the latest information. Attachment
Internal Revenue Service „ Attach to your tax return. Sequence No. 82
Name(s) shown on tax return Identifying number
Check all applicable boxes. A Mixed straddle election C Mixed straddle account election
See instructions. B Straddle-by-straddle identification election D Net section 1256 contracts loss election
Part I Section 1256 Contracts Marked to Market
(a) Identification of account (b) (Loss) (c) Gain
1 UNITED STATES OIL FUND. LP 20-2830691 -8,394
2 Add the amounts on line 1 in columns (b) and (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 ( 8,394 )

3 Net gain or (loss). Combine line 2, columns (b) and (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 -8,394
4 Form 1099-B adjustments. See instructions and attach statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Note: If line 5 shows a net gain, skip line 6 and enter the gain on line 7. Partnerships and S corporations,
see instructions.
6 If you have a net section 1256 contracts loss and checked box D above, enter the amount of loss to
be carried back. Enter the loss as a positive number. If you didn't check box D, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
8 Short-term capital gain or (loss). Multiply line 7 by 40% (0.40). Enter here and include on line 4 of
9 Long-term capital gain or (loss). Multiply line 7 by 60% (0.60). Enter here and include on line 11 of
Part II Gains and Losses From Straddles. Attach a separate statement listing each straddle and its components.
Section A – Losses From Straddles
(f) Loss.
(a) Description of property (b) Date (c) Date (d) Gross (e) Cost or (g) (h) Recognized loss.
If column (e) is
entered into closed out sales price other basis Unrecognized If column (f) is
more than (d),
or acquired or sold plus expense gain on more than (g),
enter difference. enter difference.
of sale Otherwise, offsetting
positions Otherwise, enter -0-.
enter -0-.
10
11a Enter the short-term portion of losses from line 10, column (h), here and include on line 4 of Schedule
D or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a ( )
b Enter the long-term portion of losses from line 10, column (h), here and include on line 11 of Schedule
D or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b ( )
Section B – Gains From Straddles
(a) Description of property (b) Date (c) Date (d) Gross (e) Cost or (f) Gain.
If column (d) is
entered into closed out sales price other basis more than (e),
plus expense enter difference.
or acquired or sold
of sale Otherwise, enter -0-.
12
13a Enter the short-term portion of gains from line 12, column (f), here and include on line 4 of Schedule D
or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13a
b Enter the long-term portion of gains from line 12, column (f), here and include on line 11 of Schedule
D or on Form 8949. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b
Part III Unrecognized Gains From Positions Held on Last Day of Tax Year. Memo Entry Only (see instructions)
(e) Unrecognized
(a) Description of property (b) Date (c) Fair market (d) Cost or
gain. If column (c)
value on last other basis
acquired business day is more than (d),
of tax year as adjusted enter difference.
Otherwise, enter -0-.
14
DAA
Passive Income
Statement 1 - Form 1116, Line 10 - Carryback or Carryover
Fgn Taxes Available to

Year Pd/Accrued Limit Carryover
2010 $ $ $
2011
2012 413 183 230
2013 178 91 87
2014 225 225
2015 150 150
2016
2017 139 139
2018 404 268 136
2019 887 781 106
CARRYBACK TO 2020
TOTAL $ 559
1
Form 540/ California Capital Loss Carryover Worksheet 2020
540NR
Names Taxpayer Identification Number

Total Sources
1. Loss from Schedule D, line 11, stated as a positive number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 3,000

2. Amount from Form 540, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 155,446
3. Amount from Form 540, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 48,522
4. Subtract line 3 from line 2. If less than zero, enter as a negative amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 106,924
5. Combine line 1 and line 4. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 109,924
6. Loss from Schedule D, line 8, enter as a positive number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 36,223
7. Smaller of line 1 or line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 3,000
8. Subtract line 7 from line 6. This is your capital loss carryover to 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 33,223
California Sources
1. Allowed loss from Schedule D worksheet, stated as a positive number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.

2. Amount from Schedule CA(540NR), Part II, line 37, column E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Amount from Schedule CA(540NR), Part IV, line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Subtract line 3 from line 2. If less than zero, enter as a negative amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Combine line 1 and line 4. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Total loss from Schedule D worksheet, enter as a positive number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Smaller of line 1 or line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Subtract line 7 from line 6. This is your capital loss carryover to 2021 8.
Form 540/ California PTP - Passive Activity Deduction Worksheet 2020
540NR

Activity UNITED STATES OIL FUND. LP Form K1 Unit 1
Entire Disposition of Activity X
Regular Tax Loss Calculations

Prior Year Current Year Current Year Suspended Losses
Suspended Losses Generated Utilized to Next Year
Operating 44 44
Short-term capital loss
Long-term capital loss
Section 1231 loss
Ordinary business loss
Other Losses - 1040 Schedule 1
Alternative Minimum Tax Loss Calculations

Prior Year Current Year Current Year Suspended Losses
Suspended Losses Generated Utilized to Next Year
Operating 44 44
Short-term capital loss
Long-term capital loss
Section 1231 loss
Ordinary business loss
Other Losses - 1040 Schedule 1
Passive Activity Credits

Prior Year Current Year Current Year Suspended Credits
Suspended Credits Generated Utilized to Next Year
Orphan drug
Research
Low-income housing - pre '90
Low-income housing - post '89
Schedule D AMT Worksheet
TAXABLE YEAR SCHEDULE
California Capital Gain or Loss Adjustment
2020 D (540/540NR)
Name(s) as shown on return Social security number
RAUL RAMIREZ
(a) (b) (c) (d) (e)
Description of property (identify S corporation stock) Sales price Cost or other basis Loss. If (c) is more than Gain. If (b) is more than
Example 100 shares of "Z" (S stock) (b), subtract (b) from (c) (c), subtract (c) from (b)
SEE STATEMENT
1 2,003,499 2,032,424 96,137 58,818
2 Net gain or (loss) shown on California Schedule(s) K-1 (541, 565, 568, and 100S) . . . . . . . 2
3 Capital gain distributions (federal Form 1099-DIV, box 2a minus box 2c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1,096
4 Total 2020 gains from all sources. Add column (e) amounts of line 1, line 2, and line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 59,914
5 2020 loss. Add column (d) amounts of line 1 and line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 ( 96,137 )
6 California AMT capital loss carryover from 2019, if any. See instructions . . . . . . . . . . . . . . . . . 6 ( )
7 Total 2020 loss. Add line 5 and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 ( 96,137 )
8
Combine line 4 and line 7. If a loss, go to line 9. If a gain, go to line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 (36,223)
9
If line 8 is a loss, enter the smaller of: (a) the loss on line 8; or
(b) $3,000 ($1,500 if married filing a separate return). See instructions . . . . 9 ( 3,000 )
10 Enter the California gain from line 8 or (loss) from line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 (3,000)
AMT Capital Loss Carryover Worksheet
1. Loss from AMT Schedule D, line 10, stated as a positive number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 3,000
2. Amount from Schedule P, line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 141,119
3. Combine line 1 and line 2. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 144,119
4. Loss from AMT Schedule D, line 8, enter as a positive number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 36,223
5. Smaller of line 1 or line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 3,000
6. Subtract line 5 from line 4. This is your AMT capital loss carryover to 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 33,223
TAXABLE YEAR ALT. MIN TAX CALIFORNIA FORM
2020 Investment Interest Expense Deduction 3526

Attach to Form 540, Form 540NR, or Form 541.
Name(s) as shown on tax return SSN, ITIN, or FEIN
RAUL RAMIREZ
1 Investment interest expense paid or accrued in 2020. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡
• 1 22 00
2 Disallowed investment interest expense from 2019 form FTB 3526, line 7. If zero or less, enter -0- . . . . . . ¡
• 2 0 00
3 Total investment interest expense. Add line 1 and line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 22 00
4a Gross income from property held for investment (excluding any net gain from the disposition of property held
for investment). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4a 51,898 00
4b Net gain from the disposition of property held for investment. See instructions . 4b 00
4c Net capital gain from the disposition of property held for investment. See instructions . . . . 4c 0 00
4d Subtract line 4c from line 4b. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4d 0 00
4e Enter all or part of the amount on line 4c that you elect to include in investment income. Do not include more
than the amount on line 4b. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4e 00
4f Investment income. Add line 4a, line 4d, and line 4e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4f 51,898 00
5 Investment expenses. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 00
6 Net investment income. Subtract line 5 from line 4f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 51,898 00
7 Disallowed investment interest expense to be carried forward to 2021. Subtract line 6 from line 3.
If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡ 7
• 0 00
8 Investment interest expense deduction. Enter the smaller of line 3 or line 6. Form 541 filers, stop here and
see instructions. All other filers, go to line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¡ 8 • 22 00
9 Enter the amount from federal Form 4952, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 22 00
10 California investment interest expense deduction adjustment. Enter the difference between line 8 and line 9.
See instructions. ........................................................................................... ¡
• 10 00
For Privacy Notice, get FTB 1131 ENG/SP. 034 7321204 FTB 3526 2020 Side 1
Schedule P - Aggregate Gross Receipts

Description Amount
BUSINESS $ 1,850
CAPITAL GAINS 1,096
SALES 1,995,105
OTHER 4,000
TOTAL $ 2,002,051
Schedule D AMT Worksheet - Total Capital Gains and Losses
Description
Sales
Price Cost/Basis Loss Gain
127,526 141,628 14,102
12 21 9
169,160 205,338 36,178
VIATRIS
7 7
390,184 388,699 1,485
656,797 613,369 43,428
VIATRIS INC
16 18 2
388,201 383,077 5,124
5 10 5
258,418 295,865 37,447
4,266 4,266
165 41 124
319 80 239
VONTIER CORP
5 5
8,418 0 8,418
FORM 6781
0 8,394
TOTAL 2,003,499 2,032,424 96,137 58,818
K-1 Reconciliation Wrk - Other Deductions Reported on Schedule E Page 2

Other Total Allowed Stock Disallowed Allowed Loan Disallowed Total Allowed
Deductions Loss Loss Stock Loss Loss Loan Loss Loss
$ -44 $ $ $ $ $ -44
TOTAL $ -44 $ 0 $ 0 $ 0 $ 0 $ -44
UNITED STATES OIL FUND. LP

CA Partner's Basis Worksheet, Page 2 - Other Deductions Allocated to Basis
Other
Deductions
Suspended Current Year Total Allowed Disallowed
Losses Loss Loss Loss Loss
$ $ $ $ $
K-1 OTHER DEDUCTIONS
44 44 44
TOTAL $ 0 $ 44 $ 44
540/540NR California K-1 Reconciliation Worksheet, Page 1
Form 2020
Name RAUL RAMIREZ Taxpayer Identification Number 562-75-4691

Entity Name UNITED STATES OIL FUND. LP EIN 20-2830691 Entity Type PARTNERSHIP Screen K1 1
K1 Unit
Activity Passive Activity Type PUBLICLY TRADED X
Entire disposition of activity
Current Year PY Suspended Disallowed PY Suspended Disallowed PY Suspended Disallowed Tax

Amount Basis Loss Basis Limitation At-risk Loss At-risk Limitation Passive Loss Loss Limitation Return
Schedule E page 2
Ordinary business income/-loss
Net rental real estate income/-loss
Other net rental income/-loss
Guaranteed payments
Section 179 expense
Disallowed Section 179 expense
Depletion
Section 59(e)(2) expenditures
Preproductive period expense
Reforestation expense deduction
Other deductions -44
Unreimbursed expenses
Other income/-loss - Schedule E
Debt financed acquisition
Dependent care benefits
Total Schedule E page 2 -44 -44
Schedule E page 1
Royalties
Deductions-royalty income
Depletion
Total Schedule E page 1
Schedule D/6781
Short-term capital gain/-loss
Long-term capital gain/-loss
Section 1256 contracts and straddles -8,394 -8,394
Schedule D-1
D-1 Part I
D-1 Part II
Section 179/280F recapture
Form 540 California Partner's Basis Worksheet Page 1 2020
Nme of Entity UNITED STATES OIL FUND. LP EIN 20-2830691
Passive Activity TypePUBLICLY TRADED K1 Unit 1
1. Beginning of year basis. Per IRC 705(a)(2) do not enter an amount below zero .............................................. 1. 0
Increases to basis:
2. Capital contributions: Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 23,861
3. Capital contributions: Property (Adjusted basis) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Increase in share of partnership liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Ordinary business income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Net rental real estate income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Other net rental income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 16
9. Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 4
10. Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.
11. Net short-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net long-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Net 28% rate capital gain (N/A for California) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net section 1231 gain and ordinary business gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
15. Tax-exempt interest and other tax-exempt income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.
17. Excess of deductions for depletion over basis of property (Other than oil and gas) . . . . . . . . . . . . 17.
18. Other increases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.
19. Total increases to basis. Combined lines 2 through 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 23,881
20. Adjusted basis before items decreasing basis. Combine line 1 and line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 23,881
Decreases to basis:
21. Distributions: Cash and marketable securities (Schedule K-1 (1065), Box 19 A) . . . . . . . . . . . . . . 21.
22. Distributions: Property (Adjusted basis) (Schedule K-1 (1065), Box 19 C) . . . . . . . . . . . . . . . . . . . . . 22.
23. Decrease in share of partnership liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Total distributions. Combine lines 21 through 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24. 0
25. Nondeductible noncapital expenses. (See Partner's Basis Worksheet Page 2) . . . . . . . . . . . . . . 25. 0
26. Oil and gas property depletion deduction up to adjusted basis of property . . . . . . . . . . . . . . . . . . . . . 26.
27. Other decreases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Total decreases to basis except items of loss and deductions. Combine lines 24 through 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
29. Adjusted basis before items of loss or deductions (Subtract line 28 from line 20. Do not enter less than zero) . . . . . . . . . . . . . . . . 29. 23,881
30. Partnership losses and deductions applied against basis. (See Partner's Basis Worksheet Page 2) . . . . . . . . . . . . . . . . . . . . . . . . . 30. 8,438
31. Basis at the end of the year. (Subtract line 30 from line 29. Do not enter less than zero) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 15,443
Gain Recognized on Distributions
32. Total distributions. Subtract line 22 from line 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.

33. Adjusted basis before items decreasing basis (Line 20) less gain from entire disposition of partnership on line 27 . . . . . . . . . . 33.
34. Gain recognized on excess distributions. (Subtract line 33 from line 32) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.
Schedule E page 2, ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule D, short-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule D, long-term capital gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35. Gain recognized on appreciated property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35.
36. Total gain recognized on distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36. 0
Form 540 California Two Year Comparison Report 2019 & 2020

1. Wages, salaries, tips, etc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 108,189 105,430 (2,759)
2. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 4,364 3,100 (1,264)
3. Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. 52,275 48,798 (3,477)
4. Alimony . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Business income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. 3,200 1,250 (1,950)
Income
6. Capital gain/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 69,927 -3,000 (72,927)

7. Other gains/losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Taxable IRA distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Taxable pensions/annuities . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Rent, royalty, partnership, S corporation, trust . . . . . . . 10. -44 (44)
11. Farm income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Other income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 27 (27)
13. Total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13. 237,982 155,534 (82,448)
14. Certain business expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
15. Moving expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. SE tax adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 226 88 (138)
17. Keogh/SEP/SIMPLE plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17.
Adjustments
18. SE Health Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.

19. Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . 19.
20. Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.
21. IRA deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
22. Student loan deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Other adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
24. Adjusted gross income 24. 237,756 155,446 (82,310)
25. Itemized deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25. 60,038 48,522 (11,516)
26. Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
27. Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27. 177,718 106,924 (70,794)
28. Tax (Before Exemption Credits) . . . . . . . . . . . . . . . . . . . . . . . . 28. 10,864 4,336 (6,528)
29. Exemptions (Not less than 0) . . . . . . . . . . . . . . . . . . . . . . . . . . 29. 1,378 1,397 19
30. Additional taxes (Schedule G-1 and Form 5870A) . . . . . 30.
31. Tax before credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. 9,486 2,939 (6,547)
32. Total credits (Not less than 0) . . . . . . . . . . . . . . . . . . . . . . . . . . 32. 0 0
33. Alternative minimum tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33.
34. Mental Health Services tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.
Tax Computation
35. Other taxes and credit recapture (incl 453(A) interest) 35.
36. Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36. 9,486 2,939 (6,547)
37. Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37. 3,132 2,789 (343)
38. Estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38. 1,146 7,450 6,304
39. Refundable credits and other payments . . . . . . . . . . . . . . . 39.
40. Excess state disability insurance . . . . . . . . . . . . . . . . . . . . . . . 40.
41. Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41. 4,278 10,239 5,961
42. Tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42. 5,208 -7,300 (12,508)
43. Use tax and Health Care penalty . . . . . . . . . . . . . . . . . . . . . . . 43.
44. Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.
45. Penalties and interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45. 163 (163)
46. Net tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46. 5,371 -7,300 (12,671)
47. Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47. 9.30 % 8.00 %
48. Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48. 5.34 % 2.75 %

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CGC-Mroz Accountants and Advisors

73733 Fred Waring Dr Ste 105

April 24, 2021

Raul Ramirez & Adriana Martinez Ramirez

Dear Raul & Adriana:

U.S. Individual Income Tax Return (Form 1040)

CGC Accountants & Advisors

2019 2019 Marginal 2020 2020 Marginal

Cost of Goods Sold

RAUL RAMIREZ 562-75-4691

ADRIANA MARTINEZ RAMIREZ 610-69-3891

name u KELLI COX no. u 760-345-2570 (PIN) u 92260

Paid KELLI COX KELLI COX 04/24/21 P01344838 Self-employed

Department of the Treasury u Attach to Form 1040,1040-SR, or 1040-NR.

RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691

Department of the Treasury

8 Taxes from: a Form 8959 b Form 8960

RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691

(Form 1040) (Sole Proprietorship)

Department of the Treasury

RAUL RAMIREZ 562-75-4691

E Business address (including suite or room no.) u 506 CASTLEHILL DR.

Form 1041, line 3. at risk.

1a Totals for all short-term transactions reported on Form

which you have no adjustments (see instructions).

However, if you choose to report all these transactions

on Form 8949, leave this line blank and go to line 1b . . . . . . .

8a Totals for all long-term transactions reported on Form

which you have no adjustments (see instructions).

However, if you choose to report all these transactions

on Form 8949, leave this line blank and go to line 8b . . . . . . .

8b Totals for all transactions reported on Form(s) 8949 with

16 Combine lines 7 and 15 and enter the result ............................................................................ 16 -36,223

17 Are lines 15 and 16 both gains?

• The loss on line 16; or } .............................................................. 21 ( 3,000 )

No. Complete the rest of Form 1040, 1040-SR, or 1040-NR.

Schedule D (Form 1040) 2020

Department of the Treasury

RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691

CHARLES SCHWAB & CO., INC -7151

RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691

CHARLES SCHWAB & CO., INC -7151

Department of the Treasury

RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691

FREDDIE MAC REDMPTION

Department of the Treasury

RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691

UNITED STATES OIL FUND

RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691

RAUL RAMIREZ & ADRIANA MARTINEZ RAMIREZ 562-75-4691

A UNITED STATES OIL FUND. LP P 20-2830691 X

Department of the Treasury

RAUL RAMIREZ 562-75-4691

h Resident of (name of country) u US UNITED STATES

In foreign currency In U.S. dollars

A 1099 TAX 137 137

13 Taxes reclassified under high tax kickout (see instructions) ........................... 13

21 Multiply line 20 by line 19 (maximum amount of credit) .................................................................. 21 63

23 Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 63

Simplified Computation 2020

i TEACHER 562-75-4691 1,162

2 Total qualified business income or (loss). Combine lines 1i through 1v,

Department of the Treasury

2020 1040 Ramirez, Raul & Adriana Tax Return

2020 1040 Ramirez, Raul & Adriana Tax Return