Final Tax Jose Serpa 2021

Department of the Treasury—Internal Revenue Service (99)
1040 U.S. Individual Income Tax Return 2021 OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.
Filing Status Single Married filing jointly Married filing separately (MFS) X 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
Your first name and middle initial Last name Your social security number
JOSE E SERPA PEREZ XXX-XX-0017
If joint return, spouse’s first name and middle initial Last name Spouses social security number
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
3028 44TH ST Check here if you, or your
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
SAN DIEGO CA 92105 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse
At any time during 2021, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? Yes No
X
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, 1957 Are blind Spouse: Was born before January 2, 1957 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four JOSE ENMANUEL SERPA GOMEZXXX-XX-7194 SON X
dependents,
see instructions
and check
here
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . 1 41,944

Attach Tax-exempt interest . . . .
Sch. B if
2a 2a b Taxable interest . . . . . . . 2b 27
3a Qualified dividends . . . . b Ordinary dividends . . . . . .
required. 3a 3b
4a IRA distributions . . . . . 4a b Taxable amount . . . . . . . 4b
5a Pensions and annuities . . . 5a b Taxable amount . . . . . . . 5b
Standard 6a Social security benefits . . . 6a b Taxable amount . . . . . . . 6b
Deduction for
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7 (2,695)
| Single or
Married filing 8 Other income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . . . . . . . 8 1,526
separately,
$12,550 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . . 9 40,802
| Married filing 10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . . . . . 10 108
jointly or
Qualifying 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . . 11 40,694
widow(er),
$25,100
12a Standard deduction or itemized deductions (from Schedule A) . . . 12a 18,800
| Head of b Charitable contributions if you take the standard deduction (see instructions) 12b
household,
$18,800 c Add lines 12a and 12b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12c 18,800
| If you checked 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . . . 13 284
any box under
Standard 14 Add lines 12c and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 19,084
Deduction,
see instructions. 15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . . . 15 21,610
SPA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 1037 CPTS 1US011 Form 1040 (2021)
Form 1040 (2021) Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 2,311
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 2,311
19 Nonrefundable child tax credit or credit for other dependents from Schedule 8812 . . . . . . . 19
20 Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . 20 2,256
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 2,256
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 22 55
23 Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . . . . 23 216
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . . . . 24 271
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . 25a 1,730
b Form(s) 1099 . . . . . . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . . . . . . 25d 1,730
26 2021 estimated tax payments and amount applied from 2020 return . . . . . . . . . . . . 26
If you have a
qualifying child, 27a Earned income credit (EIC) . . . . . . . . . . . . . . . . . 27a
attach Sch. EIC. Check here if you were born after January 1, 1998, and before
January 2, 2004, and you satisfy all the other requirements for
taxpayers who are at least age 18, to claim the EIC. See instructions
b Nontaxable combat pay election . . . . . . . 27b
c Prior year (2019) earned income . . . . . . 27c
28 Refundable child tax credit or additional child tax credit from Schedule 8812 28 1,500
29 American opportunity credit from Form 8863, line 8 . . . . . . . . . 29
30 Recovery rebate credit. See instructions . . . . . . . . . . . . . 30
31 Amount from Schedule 3, line 15 . . . . . . . . . . . . . . . . 31 4,248
32 Add lines 27a and 28 through 31. These are your total other payments and refundable credits 32 5,748
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . . . 33 7,478
Refund 34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 7,207
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . 35a 7,207
Direct deposit? b Routing number 291471024 c Type: X Checking Savings
See instructions.
d Account number 22211027007000179
36 Amount of line 34 you want applied to your 2022 estimated tax . . 36
Amount 37 Amount you owe. Subtract line 33 from line 24. For details on how to pay, see instructions . 37
You Owe 38 Estimated tax penalty (see instructions) . . . . . . . . . . . 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. No
Designee
Designee’s Phone Personal identification
name no. number (PIN)
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 Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
(see inst.)
Joint return? WORKER
See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. (see inst.)
Phone no. 619-384-6965 Email address enrique73.ej@gmail.com

Preparer’s name Preparer’s signature Date PTIN Check if:
Paid Self-
Preparer ALVARO CASTILLO (RTRP) P01362876 employed
Use Only
Firm’s name LA FAMILIA MULTISERVICES Phone no. 786-326-4542
Firm’s address 157 NE 97TH ST MIAMI SHORES FL 33138 Firm’s EIN 81-2496270
SPA Go to www.irs.gov/Form1040 for instructions and the latest information. 1037 CPTS 1US012 Form 1040 (2021)
US RET 1040
Qualified Business Income Activities
Name(s) Tax Identification Number
Trade or Business Name: HANDYMAN

Taxpayer Identification Number:
Business Income........................................... 1,526
Allocated Deduction for One-Half of Self-Employment Tax... (108)
Qualified Business Income....................... 1,418
2019 {) CPTS 8us01k_1 04/03/2019

SCHEDULE 1 OMB No. 1545-0074
(Form 1040)
Additional Income and Adjustments to Income
Department of the Treasury Attach to Form 1040, 1040-SR, or 1040-NR.
2021
Attachment
Internal Revenue Service 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)
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . 3 1,526
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach
Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . 6
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . 7
8 Other income:
a Net operating loss . . . . . . . . . . . . . . . . . 8a ( )
b Gambling income . . . . . . . . . . . . . . . . . . 8b
c Cancellation of debt . . . . . . . . . . . . . . . . . 8c
d Foreign earned income exclusion from Form 2555. . . . . . 8d ( )
e Taxable Health Savings Account distribution . . . . . . . . 8e
f Alaska Permanent Fund dividends . . . . . . . . . . . 8f
g Jury duty pay . . . . . . . . . . . . . . . . . . . 8g
h Prizes and awards . . . . . . . . . . . . . . . . . 8h
i Activity not engaged in for profit income . . . . . . . . . 8i
j Stock options . . . . . . . . . . . . . . . . . . . 8j
k Income from the rental of personal property if you engaged in
the rental for profit but were not in the business of renting such
property . . . . . . . . . . . . . . . . . . . . . 8k
l Olympic and Paralympic medals and USOC prize money (see
instructions) . . . . . . . . . . . . . . . . . . . 8l
m Section 951(a) inclusion (see instructions) . . . . . . . . 8m
n Section 951A(a) inclusion (see instructions) . . . . . . . . 8n
o Section 461(l) excess business loss adjustment . . . . . . 8o
p Taxable distributions from an ABLE account (see instructions) . 8p
z Other income. List type and amount
8z
9 Total other income. Add lines 8a through 8z . . . . . . . . . . . . . . . 9
10 Combine lines 1 through 7 and 9. Enter here and on Form 1040, 1040-SR, or
1040-NR, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . 10 1,526
SPA For Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1US0A1 Schedule 1 (Form 1040) 2021
Schedule 1 (Form 1040) 2021 Page 2
Part II Adjustments to Income
11 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Certain business expenses of reservists, performing artists, and fee-basis government
officials. Attach Form 2106 . . . . . . . . . . . . . . . . . . . . . 12
13 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . 13
14 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . 14
15 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . 15 108
16 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . 16
17 Self-employed health insurance deduction. . . . . . . . . . . . . . . . 17
18 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . 18
19a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . 19a
b Recipient’s SSN . . . . . . . . . . . . . . . . . .
c Date of original divorce or separation agreement (see instructions)
20 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Student loan interest deduction . . . . . . . . . . . . . . . . . . . 21
22 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . 22
23 Archer MSA deduction . . . . . . . . . . . . . . . . . . . . . . . 23
24 Other adjustments:
a Jury duty pay (see instructions) . . . . . . . . . . . . 24a
b Deductible expenses related to income reported on line 8k from
the rental of personal property engaged in for profit . . . . . 24b
c Nontaxable amount of the value of Olympic and Paralympic
medals and USOC prize money reported on line 8l . . . . . 24c
d Reforestation amortization and expenses . . . . . . . . . 24d
e Repayment of supplemental unemployment benefits under the
Trade Act of 1974 . . . . . . . . . . . . . . . . . 24e
f Contributions to section 501(c)(18)(D) pension plans . . . . 24f
g Contributions by certain chaplains to section 403(b) plans . . 24g
h Attorney fees and court costs for actions involving certain
unlawful discrimination claims (see instructions) . . . . . . 24h
i Attorney fees and court costs you paid in connection with an
award from the IRS for information you provided that helped the
IRS detect tax law violations . . . . . . . . . . . . . 24i
j Housing deduction from Form 2555 . . . . . . . . . . 24j
k Excess deductions of section 67(e) expenses from Schedule K-1
(Form 1041) . . . . . . . . . . . . . . . . . . . 24k
z Other adjustments. List type and amount
24z
25 Total other adjustments. Add lines 24a through 24z . . . . . . . . . . . . 25
26 Add lines 11 through 23 and 25. These are your adjustments to income. Enter
here and on Form 1040 or 1040-SR, line 10, or Form 1040-NR, line10a . . . . 26 108
SPA 1037 CPTS 1US0A2 Schedule 1 (Form 1040) 2021
(Form 1040 )
Additional Taxes
2021
Attachment
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 on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3
Part II Other Taxes
4 Self-employment tax. Attach Schedule SE. . . . . . . . . . . . . . . . 4 216
5 Social security and Medicare tax on unreported tip income.
Attach Form 4137 . . . . . . . . . . . . . . . . . 5
6 Uncollected social security and Medicare tax on wages. Attach
Form 8919 . . . . . . . . . . . . . . . . . . . . 6
7 Total additional social security and Medicare tax. Add lines 5 and 6 . . . . . . 7
8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required 8
9 Household employment taxes. Attach Schedule H . . . . . . . . . . . . . 9
10 Repayment of first-time homebuyer credit. Attach Form 5405 if required . . . . . 10
11 Additional Medicare Tax. Attach Form 8959 . . . . . . . . . . . . . . . 11
12 Net investment income tax. Attach Form 8960 . . . . . . . . . . . . . . 12
13 Uncollected social security and Medicare or RRTA tax on tips or group-term life
insurance from Form W-2, box 12 . . . . . . . . . . . . . . . . . . . 13
14 Interest on tax due on installment income from the sale of certain residential lots
and timeshares . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Interest on the deferred tax on gain from certain installment sales with a sales price
over $150,000 . . . . . . . . . . . . . . . . . . . . . . . . . . 15
16 Recapture of low-income housing credit. Attach Form 8611 . . . . . . . . . 16
(continued on page 2)
SPA For Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1US0B1 Schedule 2 (Form 1040) 2021
Part II Other Taxes (continued)

17 Other additional taxes:
a Recapture of other credits. List type, form number, and
amount 17a
b Recapture of federal mortgage subsidy. If you sold your home in
2021, see instructions . . . . . . . . . . . . . . . . 17b
c Additional tax on HSA distributions. Attach Form 8889 . . . . 17c
d Additional tax on an HSA because you didn’t remain an eligible
individual. Attach Form 8889. . . . . . . . . . . . . . 17d
e Additional tax on Archer MSA distributions. Attach Form 8853 . 17e
f Additional tax on Medicare Advantage MSA distributions. Attach
Form 8853 . . . . . . . . . . . . . . . . . . . . 17f
g Recapture of a charitable contribution deduction related to a
fractional interest in tangible personal property . . . . . . . 17g
h Income you received from a nonqualified deferred compensation
plan that fails to meet the requirements of section 409A . . . 17h
i Compensation you received from a nonqualified deferred
compensation plan described in section 457A . . . . . . . 17i
j Section 72(m)(5) excess benefits tax. . . . . . . . . . . 17j
k Golden parachute payments. . . . . . . . . . . . . . 17k
l Tax on accumulation distribution of trusts . . . . . . . . . 17l
m Excise tax on insider stock compensation from an expatriated
corporation . . . . . . . . . . . . . . . . . . . . 17m
n Look-back interest under section 167(g) or 460(b) from Form
8697 or 8866 . . . . . . . . . . . . . . . . . . . 17n
o Tax on non-effectively connected income for any part of the
year you were a nonresident alien from Form 1040-NR . . . . 17o
p Any interest from Form 8621, line 16f, relating to distributions
from, and dispositions of, stock of a section 1291 fund . . . . 17p
q Any interest from Form 8621, line 24 . . . . . . . . . . 17q
z Any other taxes. List type and amount
17z
18 Total additional taxes. Add lines 17a through 17z . . . . . . . . . . . . . 18
19 Additional tax from Schedule 8812 . . . . . . . . . . . . . . . . . . 19
20 Section 965 net tax liability installment from Form 965-A . . . 20
21 Add lines 4, 7 through 16, 18, and 19. These are your total other taxes. Enter here
and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . 21 216
SPA 1037 CPTS 1US0B2 Schedule 2 (Form 1040) 2021
(Form 1040) Additional Credits and Payments
Department of the Treasury Attach to Form 1040, 1040-SR, or 1040-NR. 2021
Attachment
Part I Nonrefundable Credits
1 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . 1
2 Credit for child and dependent care expenses from Form 2441, line 11. 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 2,256
6 Other nonrefundable credits:
a General business credit. Attach Form 3800 . . . . . . . . 6a
b Credit for prior year minimum tax. Attach Form 8801 . . . . . 6b
c Adoption credit. Attach Form 8839 . . . . . . . . . . . . 6c
d Credit for the elderly or disabled. Attach Schedule R . . . . . 6d
e Alternative motor vehicle credit. Attach Form 8910 . . . . . . 6e
f Qualified plug-in motor vehicle credit. Attach Form 8936 . . . 6f
g Mortgage interest credit. Attach Form 8396 . . . . . . . . 6g
h District of Columbia first-time homebuyer credit. Attach Form 8859 6h
i Qualified electric vehicle credit. Attach Form 8834 . . . . . . 6i
j Alternative fuel vehicle refueling property credit. Attach Form 8911 6j
k Credit to holders of tax credit bonds. Attach Form 8912 . . . . 6k
l Amount on Form 8978, line 14. See instructions . . . . . . 6l
z Other nonrefundable credits. List type and amount
6z
7 Total other nonrefundable credits. Add lines 6a through 6z . . . . . . . . . . 7
8 Add lines 1 through 5 and 7. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 2,256
(continued on page 2)
SPA For Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1US0C1 Schedule 3 (Form 1040) 2021
Part II Other Payments and Refundable Credits

9 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . 9
10 Amount paid with request for extension to file (see instructions) . . . . . . . . 10
11 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . 11
12 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . 12
13 Other payments or refundable credits:
a Form 2439 . . . . . . . . . . . . . . . . . . . . . 13a
b Qualified sick and family leave credits from Schedule(s) H and
Form(s) 7202 for leave taken before April 1, 2021 . . . . . . 13b
c Health coverage tax credit from Form 8885 . . . . . . . . 13c
d Credit for repayment of amounts included in income from earlier
years . . . . . . . . . . . . . . . . . . . . . . . . 13d
e Reserved for future use . . . . . . . . . . . . . . . . 13e
f Deferred amount of net 965 tax liability (see instructions) . . . 13f
g Credit for child and dependent care expenses from Form 2441,
line 10. Attach Form 2441 . . . . . . . . . . . . . . . 13g
h Qualified sick and family leave credits from Schedule(s) H and
Form(s) 7202 for leave taken after March 31, 2021 . . . . . 13h 4,248
z Other payments or refundable credits. List type and amount
13z
14 Total other payments or refundable credits. Add lines 13a through 13z . . . . . 14 4,248
15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 4,248
SPA 1037 CPTS 1US0C2 Schedule 3 (Form 1040) 2021
SCHEDULE B OMB No. 1545-0074
(Form 1040)
Interest and Ordinary Dividends
Department of the Treasury
j Go to www.irs.gov/ScheduleB for instructions and the latest information. 2021
Attachment
Internal Revenue Service (99) j 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 instructions and list this
Interest interest first. Also, show that buyer’s social security number and address j
(See instructions
and the
instructions for
Form 1040, line
2b.) GUILD MORTGAGE COMPANY 27
1
Note. If you
received a Form
1099-INT, Form INTEREST SUBTOTAL 27
1099-OID, or
substitute
statement from
a brokerage firm,
list the firm's
name as the
payer and enter
the total interest 2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . 2 27
shown on that 3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
form. Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . 3
4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR,
line 2b . . . . . . . . . . . . . . . . . . . . . . . . j 4 27
Note. If line 4 is over $1,500, you must complete Part III. Amount
5 List name of payer j
Part II
Ordinary
Dividends
(See instructions
and the
instructions for
Form 1040. line
3b.) 5
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 . . . . . . . . . . . . . . . . . . . . . . . . j 6
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 2021, 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
country? See instructions . . . . . . . . . . . . . . . . . . . . . . . .
and Trusts
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 . . . . . . X
Form 114 may b If you are required to file FinCEN Form 114, enter the name of the foreign country where the
result in
substantial financial account is located j
penalties. See 8 During 2021, 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 . . . . . . . . .
SPA For Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1US081 Schedule B (Form 1040) 2021
SCHEDULE C OMB No. 1545-0074
Profit or Loss From Business
(Form 1040) (Sole Proprietorship)
j Go to www.irs.gov/ScheduleC for instructions and the latest information. 2021
Attachment
Internal Revenue Service (99) j 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
HANDYMAN j 236100
C Business name. If no separate business name, leave blank. D Employer ID number (EIN), (see instr.)
HANDYMAN
E Business address (including suite or room no.) j 3028 44TH ST
City, town or post office, state, and ZIP code SAN DIEGO CA 92105
F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) j
G Did you "materially participate" in the operation of this business during 2021? If "No," see instructions for limit on losses X Yes No
H If you started or acquired this business during 2021, check here . . . . . . . . . . . . . . . . . j X
I Did you make any payments in 2021 that would require you to file Form(s) 1099? See instructions . . . . . . . . Yes No
J If "Yes," did you or will you file required Forms 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 . . . . . . . . j 1 1,526
2 Returns and allowances . . . . . .
. . . . . . . . . . . . . . . . . . . 2
3 Subtract line 2 from line 1 . . . . .
. . . . . . . . . . . . . . . . . . . 3 1,526
4 Cost of goods sold (from line 42) . . .
. . . . . . . . . . . . . . . . . . . 4
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . 5 1,526
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 . . . . . . . . . . . . . . . . . . . . . j 7 1,526
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 . . . . .
included in Part III) (see 23
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 b Reserved for future use . . . 27b
28 Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . j 28
29 Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . 29 1,526
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.
8 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 1,526
8 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.
8 If you checked 32a, enter the loss on both Schedule 1 (Form 1040), line 3, and on Schedule SE,
line 2. (If you checked the box on line 1, see the line 31 instructions). Estates and trusts, enter on 32a All investment is at risk.
Form 1041, line 3. 32b Some investment is not
8 If you checked 32b, you must attach Form 6198. Your loss may be limited. at risk.
SPA For Paperwork Reduction Act Notice, see the separate instructions. 1037 CPTS 1US091 Schedule C (Form 1040) 2021
SCHEDULE D OMB No. 1545-0074
Capital Gains and Losses
(Form 1040)
j Attach to Form 1040, 1040-SR, or 1040-NR. 2021
j Go to www.irs.gov/ScheduleD for instructions and the latest information. Attachment
Internal Revenue Service (99) j 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 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)
Adjustments Subtract column (e)
lines below. (d) (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 with
whole dollars. line 2, column (g) 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 . . . . . . . . . . . . .
2 Totals for all transactions reported on Form(s) 8949 with
Box B checked . . . . . . . . . . . . .
Box C checked . . . . . . . . . . . . .
4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 . . . 4
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 ( 2,695 )
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 (2,695)
Part II Long-Term Capital Gains and Losses - Generally Assets Held More Than One Year (see instructions)
See instructions for how to figure the amounts to enter on the (g) (h) Gain or (loss)
Adjustments Subtract column (e)
lines below.
(d) (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 II, combine the result with
whole dollars. line 2, column (g) column (g)
8a Totals for all long-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 8b .
8b Totals for all transactions reported on Form(s) 8949 with
Box D checked . . . . . . . . . . . . .
Box E checked . . . . . . . . . . . . .
Box F checked . . . . . . . . . . . . .
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
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
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
SPA For Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1US121 Schedule D (Form 1040) 2021
Schedule D (Form 1040) 2021 Page 2
Part III Summary
16 Combine lines 7 and 15 and enter the result . . . . . . . . . . . . . . . . . . 16 (2,695)
8 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.
8 If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete
line 22.
8 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 . . . . . . . . . . . . . . . . j 18
19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see
instructions), enter the amount, if any, from line 18 of that worksheet . . . . . . . . . j 19
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:
8 The loss on line 16; or
. . . . . . . . . . . . . .
21 ( 2,695 )
8 ($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 1040-NR, line 3a?
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.
SPA 1037 CPTS 1US122 Schedule D (Form 1040) 2021

SCHEDULE SE OMB No. 1545-0074
(Form 1040)
Self-Employment Tax
Go to www.irs.gov/ScheduleSE for instructions and the latest information. 2021
Attachment
Internal Revenue Service (99) 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
JOSE E SERPA PEREZ with self-employment income XXX-XX-0017
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 . . . . . . . .
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 1,526
3 Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . 3 1,526
4a If line 3 is more than zero, multiply line 3 by 92.35% (0.9235). Otherwise, enter amount from line 3 4a 1,409
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 . . . . . . 4c 1,409
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
6 Add lines 4c and 5b . . . . . . . . . . . . . . . . . . . . . . . . . . 6 1,409
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 2021 . . . . . . . . . 7 142,800
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 $142,800 or
more, skip lines 8b through 10, and go to line 11 . . . . . . . . 8a 41,944
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 41,944
9 Subtract line 8d from line 7. If zero or less, enter -0- here and on line 10 and go to line 11 . . 9 100,856
10 Multiply the smaller of line 6 or line 9 by 12.4% (0.124) . . . . . . . . . . . . . . . 10 175
11 Multiply line 6 by 2.9% (0.029) . . . . . . . . . . . . . . . . . . . . . . . 11 41
12 Self-employment tax. Add lines 10 and 11. Enter here and on Schedule 2 (Form 1040), line 4 . 12 216
13 Deduction for one-half of self-employment tax.
Multiply line 12 by 50% (0.50). Enter here and on Schedule 1 (Form
1040), line 15 . . . . . . . . . . . . . . . . . . . 13 108
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
$8,820, or (b) your net farm profits2 were less than $6,367.
14 Maximum income for optional methods . . . . . . . . . . . . . . . . . . . . 14 5,880
15 Enter the smaller of: two-thirds (2/3) of gross farm income1 (not less than zero) or $5,880. 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 $6,367
and also less than 72.189% of your gross nonfarm income,4 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.
SPA For Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1US171 Schedule SE (Form 1040) 2021
(Form 1040)
Credits for Qualifying Children
1040 *
and Other Dependents 1040-SR
2021
Attach to Form 1040, 1040-SR, or 1040-NR. 1040-NR
Department of the Treasury 8812 Attachment
Internal Revenue Service (99) Go to www.irs.gov/Schedule8812 for instructions and the latest information. Sequence No. 47

Part I-A Child Tax Credit and Credit for Other Dependents
1 Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR. . . . . . . . . . . . 1 40,694
2a Enter income from Puerto Rico that you excluded . . . . . . . . . . . 2a
b Enter the amounts from lines 45 and 50 of your Form 2555 . . . . . . . 2b
c Enter the amount from line 15 of your Form 4563 . . . . . . . . . . . 2c
d Add lines 2a through 2c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d
3 Add lines 1 and 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 40,694
4a Number of qualifying children under age 18 with the required social security number 4a 1
b Number of children included on line 4a who were under age 6 at the end of 2021 4b
c Subtract line 4b from line 4a . . . . . . . . . . . . . . . . . . 4c 1
5 If line 4a is more than zero, enter the amount from the Line 5 Worksheet; otherwise, enter -0- . . . 5 3,000
6 Number of other dependents, including any qualifying children who are not
under age 18 or who do not have the required social security number . . . 6
Caution: Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or
U.S. resident alien. Also, do not include anyone you included on line 4a.
7 Multiply line 6 by $500 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Add lines 5 and 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 3,000
9 Enter the amount shown below for your filing status.
| Married filing jointly—$400,000
| All other filing statuses—$200,000 . . . . . . . . . . . . . . . . . . . . . . . . 200,000
9
10 Subtract line 9 from line 3.
| If zero or less, enter -0-.
| If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For
example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc. . . . . . . 10
11 Multiply line 10 by 5% (0.05) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . 12 3,000
13 Check all the boxes that apply to you (or your spouse if married filing jointly).
A Check here if you (or your spouse if married filing jointly) have a principal place of abode in the United
States for more than half of 2021 . . . . . . . . . . . . . . . . . . . . . . . . . . X
B Check here if you (or your spouse if married filing jointly) are a bona fide resident of Puerto Rico for 2021
Part I-B Filers Who Check a Box on Line 13
Caution: If you did not check a box on line 13, do not complete Part I-B; instead, skip to Part I-C.
14a Enter the smaller of line 7 or line 12 . . . . . . . . . . . . . . . . . . . . . . . . . 14a
b Subtract line 14a from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . 14b 3,000
c If line 14a is zero, enter -0-; otherwise, enter the amount from the Credit Limit Worksheet A . . . . 14c
d Enter the smaller of line 14a or line 14c . . . . . . . . . . . . . . . . . . . . . . . 14d
e Add lines 14b and 14d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14e 3,000
f Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly)
received for 2021. See your Letter(s) 6419 for the amounts to include on this line. If you are missing
Letter 6419, see the instructions before entering an amount on this line. If you didn’t receive any
advance child tax credit payments for 2021, enter -0-. . . . . . . . . . . . . . . . . . . 14f 1,500
Caution: If the amount on this line doesn’t match the aggregate amounts reported to you (and your
spouse if filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
g Subtract line 14f from line 14e. If zero or less, enter -0- on lines 14g through 14i and go to Part III. . . 14g 1,500
h Enter the smaller of line 14d or line 14g. This is your credit for other dependents. Enter this
amount on line 19 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . 14h
i Subtract line14h from line 14g. This is your refundable child tax credit. Enter this amount on line
28 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . . . . . . . 14i 1,500
SPA For Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1US471 Schedule 8812 (Form 1040) 2021
Part I-C Filers Who Do Not Check a Box on Line 13
Caution: If you checked a box on line 13, do not complete Part I-C.
15a Enter the amount from the Credit Limit Worksheet A . . . . . . . . . . . . . . . . 15a
b Enter the smaller of line 12 or line 15a . . . . . . . . . . . . . . . . . . . . . 15b
Additional child tax credit. Complete Parts II-A through II-C if you meet each of the following items.
1. You are not filing Form 2555.
2. Line 4a is more than zero.
3. Line 12 is more than line 15a.
c If you completed Parts II-A through II-C, enter the amount from line 27; otherwise, enter -0- . . . . 15c
d Add lines 15b and 15c . . . . . . . . . . . . . . . . . . . . . . . . . . 15d
e Enter the aggregate amount of advance child tax credit payments you (and your spouse if filing jointly)
received for 2021. See your Letter(s) 6419 for the amounts to include on this line. If you are missing
Letter 6419, see the instructions before entering an amount on this line. If you didn’t receive any
advance child tax credit payments for 2021, enter -0- . . . . . . . . . . . . . . . . 15e
Caution: If the amount on this line doesn’t match the aggregate amounts reported to you (and your
spouse if filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
f Subtract line 15e from line 15d. If zero or less, enter -0- on lines 15f through 15h and go to Part III . . 15f
g Enter the smaller of line 15b or line 15f. This is your nonrefundable child tax credit and credit for
other dependents. Enter this amount on line 19 of your Form 1040, 1040-SR, or 1040-NR . . . 15g
h Subtract line 15g from line 15f. This is your additional child tax credit. Enter this amount on line
28 of your Form 1040, 1040-SR, or 1040-NR . . . . . . . . . . . . . . . . . . . 15h
Part II-A Additional Child Tax Credit (use only if completing Part I-C)
Caution: If you file Form 2555, do not complete Parts II-A through II-C; you cannot claim the additional child tax credit.
Caution: If you checked a box on line 13, do not complete Parts II-A through II-C; you cannot claim the additional child tax credit.
16a Subtract line 15b from line 12. If zero, skip Parts II-A and II-B and enter -0- on line 27 . . . . . . 16a
b Number of qualifying children under 18 with the required social security number: x $1,400.
Enter the result. If zero, skip Parts II-A and II-B and enter -0- on line 27 . . . . . . . . . . 16b
TIP: The number of children you use for this line is the same as the number of children you used for line
17 Enter the smaller of line 16a or line 16b . . . . . . . . . . . . . . . . . . . . . 17
18a Earned income (see instructions) . . . . . . . . . . . . . . . 18a
b Nontaxable combat pay (see instructions) . . . . 18b
19 Is the amount on line 18a more than $2,500?
No. Leave line 19 blank and enter -0- on line 20.
Yes. Subtract $2,500 from the amount on line 18a. Enter the result . . . 19
20 Multiply the amount on line 19 by 15% (0.15) and enter the result . . . . . . . . . . . . 20
Next. On line 16b, is the amount $4,200 or more?
No. If line 20 is zero, enter -0- on line 15c. Otherwise, skip Part II-B and enter the smaller of line
17 or line 20 on line 27.
Yes. If line 20 is equal to or more than line 17, skip Part II-B and enter the amount from line 17 on
line 27. Otherwise, go to line 21.
Part II-B Certain Filers Who Have Three or More Qualifying Children
21 Withheld social security, Medicare, and Additional Medicare taxes from Form(s)
W-2, boxes 4 and 6. If married filing jointly, include your spouse’s amounts with
yours. If your employer withheld or you paid Additional Medicare Tax or tier 1
RRTA taxes, see instructions . . . . . . . . . . . . . . . . 21
22 Enter the total of the amounts from Schedule 1 (Form 1040), line 15; Schedule 2 (Form
1040), line 5; Schedule 2 (Form 1040), line 6; and Schedule 2 (Form 1040), line 13 . 22
23 Add lines 21 and 22 . . . . . . . . . . . . . . . . . . . 23
24 1040 and
1040-SR filers: Enter the total of the amounts from Form 1040 or 1040-SR, line
27a, and Schedule 3 (Form 1040), line 11.
1040-NR filers: Enter the amount from Schedule 3 (Form 1040), line 11. 24
25 Subtract line 24 from line 23. If zero or less, enter -0- . . . . . . . . . . . . . . . . 25
26 Enter the larger of line 20 or line 25 . . . . . . . . . . . . . . . . . . . . . . 26
Next, enter the smaller of line 17 or line 26 on line 27.
Part II-C Additional Child Tax Credit
27 Enter this amount on line 15c . . . . . . . . . . . . . . . . . . . . . . . . 27
SPA 1037 CPTS 1US472 Schedule 8812 (Form 1040) 2021
Part III Additional Tax (use only if line 14g or line 15f, whichever applies, is zero)
28a Enter the amount from line 14f or line 15e, whichever applies . . . . . . . . . . . . . . 28a
b Enter the amount from line 14e or line 15d, whichever applies . . . . . . . . . . . . . . 28b
29 Excess advance child tax credit payments. Subtract line 28b from line 28a. If zero, stop; you do not
owe the additional tax . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
30 Enter the number of qualifying children taken into account in determining the annual advance amount you
received for 2021. See your Letter 6419 for this number. If you are missing your Letter 6419, you are filing a joint
return, or you received more than one Letter 6419, see the instructions before entering a number on this line . . 30
Caution: If the amount on this line doesn’t match the number of qualifying children reported to you
(and your spouse if filing jointly) on your Letter(s) 6419, the processing of your return will be delayed.
31 Enter the smaller of line 4a or line 30 . . . . . . . . . . . . . . . . . . . . . . 31
32 Subtract line 31 from line 30. If zero, skip to line 40 and enter the amount from line 29; otherwise,
continue to line 33 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Enter the amount shown below for your filing status.
| Married filing jointly or Qualifying widow(er)—$60,000
| Head of household—$50,000
| All other filing statuses—$40,000 . . . . . . . . . . . . . . . 33

34 Subtract line 33 from line 3. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 34
35 Enter the amount from line 33 . . . . . . . . . . . . . . . . . . . . . . . . 35
36 Divide line 34 by line 35. Enter the result as a decimal (rounded to at least three places). If the result is
1.000 or more, enter 1.000 . . . . . . . . . . . . . . . . . . . . . . . . . 36
37 Multiply line 32 by $2,000 . . . . . . . . . . . . . . . . . . . . . . . . . 37
38 Multiply line 37 by line 36 . . . . . . . . . . . . . . . . . . . . . . . . . . 38
39 Subtract line 38 from line 37 . . . . . . . . . . . . . . . . . . . . . . . . . 39
40 Subtract line 39 from line 29. If zero or less, enter -0-. This is your additional tax. If more than zero,
enter this amount on Schedule 2 (Form 1040), line 19 . . . . . . . . . . . . . . . 40
SPA 1037 CPTS 1US473 Schedule 8812 (Form 1040) 2021
Qualified Business Income Deduction OMB No. 1545-2294
Form 8995 Simplified Computation
Attach to your tax return.
2021
Department of the Treasury 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 or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $164,900 ($164,925 if married
filing separately; $329,800 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 HANDYMAN 700-70-0017 1,418
ii
iii
iv
2 Total qualified business income or (loss). Combine lines 1i through 1v,

column (c) . . . . . . . . . . . . . . . . . . . . . . 2 1,418
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 1,418
5 Qualified business income component. Multiply line 4 by 20% (0.20) . . . . . . . . . . . 5 284
6 Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions) . . . . . . . . . . . . . . . . . . . . 6
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
9 REIT and PTP component. Multiply line 8 by 20% (0.20) . . . . . . . . . . . . . . . 9
10 Qualified business income deduction before the income limitation. Add lines 5 and 9 . . . . . . 10 284
11 Taxable income before qualified business income deduction (see instructions) 11 21,894
12 Net capital gain (see instructions) . . . . . . . . . . . . . . . 12
13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . 13 21,894
14 Income limitation. Multiply line 13 by 20% (0.20) . . . . . . . . . . . . . . . . . . 14 4,379
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 (see instructions) . . . . . . . . . . . . . . . . 15 284
16 Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0- . . 16 ( )
17 Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ( )
SPA For Privacy Act and Paperwork Reduction Act Notice, see instructions. 1037 CPTS 1USQA1 Form 8995 (2021)
OMB No. 1545-0074
Form 5695 Residential Energy Credits
Go to www.irs.gov/Form5695 for instructions and the latest information. 2021
Attachment
Internal Revenue Service Attach to Form 1040, 1040-SR, or 1040-NR. Sequence No. 158
Part I Residential Energy Efficient Property Credit (See instructions before completing this part.)
Note: Skip lines 1 through 11 if you only have a credit carryforward from 2020.
1 Qualified solar electric property costs . . . . . . . . . . . . . . . . . . . . 1
2 Qualified solar water heating property costs . . . . . . . . . . . . . . . . . . 2
3 Qualified small wind energy property costs . . . . . . . . . . . . . . . . . . . 3
4 Qualified geothermal heat pump property costs . . . . . . . . . . . . . . . . . 4
5 Qualified biomass fuel property costs . . . . . . . . . . . . . . . . . . . . . 5
6a Add lines 1 through 5 . . . . . . . . . . . . . . . . . . . . . . . . . . 6a
b Multiply line 6a by 26% (0.26) . . . . . . . . . . . . . . . . . . . . . . . 6b
7a Qualified fuel cell property. Was qualified fuel cell property installed on, or in connection with, your
main home located in the United States? (See instructions.) . . . . . . . . . . . . 7a Yes No
Caution: If you checked the "No" box, you cannot take a credit for qualified fuel cell property.
Skip lines 7b through 11.
b Print the complete address of the main home where you installed the fuel cell property.
Number and street Unit No.
City, State, and ZIP code
8 Qualified fuel cell property costs . . . . . . . . . . . . . 8
9 Multiply line 8 by 26% (0.26) . . . . . . . . . . . . . . . 9
10 Kilowatt capacity of property on line 8 above + x $1,000 10
11 Enter the smaller of line 9 or line 10 . . . . . . . . . . . . . . . . . . . . . 11
12 Credit carryforward from 2020. Enter the amount, if any, from your 2020 Form 5695, line 16 . . 12 2,256
13 Add lines 6b, 11, and 12 . . . . . . . . . . . . . . . . . . . . . . . . . 13 2,256
14 Limitation based on tax liability. Enter the amount from the Residential Energy Efficient Property
Credit Limit Worksheet (see instructions) . . . . . . . . . . . . . . . . . . . 14 2,311
15 Residential energy efficient property credit. Enter the smaller of line 13 or line 14. Also include
this amount on Schedule 3 (Form 1040), line 5 . . . . . . . . . . . . . . . . . . 15 2,256
16 Credit carryforward to 2022. If line 15 is less than line 13, subtract
line 15 from line 13 . . . . . . . . . . . . . . . . . 16
SPA For Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1US7B1 Form 5695 (2021)
Form 5695 (2021) Page 2
Part II Nonbusiness Energy Property Credit
17a Were the qualified energy efficiency improvements or residential energy property costs for your main
home located in the United States? (see instructions) . . . . . . . . . . . . . . . 17a Yes No
Caution: If you checked the “No” box, you cannot claim the nonbusiness energy property credit. Do
not complete Part II.
b Print the complete address of the main home where you made the qualifying improvements.
Caution: You can only have one main home at a time.
Number and street Unit No.
City, State, and ZIP code

c Were any of these improvements related to the construction of this main home? . . . . . . 17c Yes No
Caution: If you checked the “Yes” box, you can only claim the nonbusiness energy property credit for
qualifying improvements that were not related to the construction of the home. Do not include
expenses related to the construction of your main home, even if the improvements were made after
you moved into the home.
18 Lifetime limitation. Enter the amount from the Lifetime Limitation Worksheet (see instructions) . . . 18
19 Qualified energy efficiency improvements (original use must begin with you and the component must
reasonably be expected to last for at least 5 years; do not include labor costs) (see instructions).
a Insulation material or system specifically and primarily designed to reduce heat loss or gain of your
home that meets the prescriptive criteria established by the 2009 IECC . . . . . . . . . . 19a
b Exterior doors that meet or exceed the version 6.0 Energy Star program requirements . . . . . 19b
Metal or asphalt roof that meets or exceeds the Energy Star program requirements and has appropriate
c
pigmented coatings or cooling granules which are specifically and primarily designed to reduce the heat
gain of your home . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19c
d Exterior windows and skylights that meet or exceed the version 6.0 Energy Star
program requirements . . . . . . . . . . . . . . . . . . . 19d
e Maximum amount of cost on which the credit can be figured . . . . . . 19e $2,000
f If you claimed window expenses on your Form 5695 prior to 2021, enter the
amount from the Window Expense Worksheet (see instructions); otherwise
enter -0- . . . . . . . . . . . . . . . . . . . . . . . 19f
g Subtract line 19f from line 19e. If zero or less, enter -0- . . . . . . . . 19g 2,000
h Enter the smaller of line 19d or line 19g . . . . . . . . . . . . . . . . . . . . . 19h
20 Add lines 19a, 19b, 19c, and 19h . . . . . . . . . . . . . . . . . . . . . . . 20
21 Multiply line 20 by 10% (0.10) . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Residential energy property costs (must be placed in service by you; include labor costs for onsite
preparation, assembly, and original installation) (see instructions).
a Energy-efficient building property. Do not enter more than $300 . . . . . . . . . . . . . 22a
b Qualified natural gas, propane, or oil furnace or hot water boiler. Do not enter more than $150 . . . 22b
c Advanced main air circulating fan used in a natural gas, propane, or oil furnace. Do not enter more
than $50 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22c
23 Add lines 22a through 22c . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Add lines 21 and 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
25 Maximum credit amount. (If you jointly occupied the home, see instructions) . . . . . . . . . 25 $500
26 Enter the amount, if any, from line 18 . . . . . . . . . . . . . . . . . . . . . . 26
27 Subtract line 26 from line 25. If zero or less, stop; you cannot take the nonbusiness energy property
credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
28 Enter the smaller of line 24 or line 27 . . . . . . . . . . . . . . . . . . . . . . 28
29 Limitation based on tax liability. Enter the amount from the Nonbusiness Energy Property Credit Limit
Worksheet (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . 29 2,311
30 Nonbusiness energy property credit. Enter the smaller of line 28 or line 29. Also include this amount
on Schedule 3 (Form 1040), line 5 . . . . . . . . . . . . . . . . . . . . . . . 30
SPA 1037 CPTS 1US7B2 Form 5695 (2021)
Paid Preparers Due Diligence Checklist
Form 8867 Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC),
Child Tax Credit (CTC) (including the Additional Child Tax Credit (ACTC) and
OMB No. 1545-0074
(Rev. December 2021)

Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status Attachment
Department of the Treasury To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Sequence No. 70
Internal Revenue Service Go to www.irs.gov/Form8867 for instructions and the latest information.
Taxpayer name(s) shown on return Taxpayer identification number
Enter preparer’s name and PTIN
ALVARO CASTILLO P01362876

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 X HOH
1 Did you complete the return based on information for the applicable tax year provided by the taxpayer or Yes No N/A
reasonably obtained by you? (See instructions if relying on prior year earned income.) . . . . . . 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, 1040-SS, or Schedule 8812 (Form 1040) 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.
8 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.
8 Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to compute 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 compute the amount(s)
of the credit(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
List those documentsv provided by the taxpayer, if any, that you relied on:
SCHOOL RECORDS OR STATEMENT
NO DISABLED CHILDREN
DID NOT RELY ON ANY DOCUMENTS BUT MADE N
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
SPA For Paperwork Reduction Act Notice, see separate instructions. 1037 CPTS 1USEJ1 Form 8867 (Rev. 12-2021)
Form 8867 (Rev. 12-2021) 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 Yes No N/A
who is 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? . . . . X
Part VI Eligibility Certification
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 compute 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 compute 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 compute the amount(s) of the credit(s).
If you have not complied with all due diligence requirements, you may have to pay a penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status (see instructions for more information).
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
SPA 1037 CPTS 1USEJ2 Form 8867 (Rev. 12-2021)
Line 5 - List of Documents for EIC and CTC/ACTC
A. Which documents below, if any, did you rely on to determine EIC/CTC/ACTC eligibility for the qualifying child(ren)
on the return? Check all that apply. KEEP A COPY OF ANY DOCUMENTS YOU RELIED ON. If there is no
qualifying child, check box a. If there is no disabled child, check box o.
Residency of Qualifying (Child(ren)
a No qualifying child j Indian tribal official statement

X b School records or statement k Employer statement
c Landlord or property management statement l Other
d Health care provider statement
e Medical records
f Child care provider records
g Placement agency statement
h Social service records or statement m Did not rely on documents, but made notes in file
i Place of worship statement n Did not rely on any documents
Disability of Qualifying Child(ren)
X o No disabled child s Other
p Doctor statement
q Other health care provider statement
r Social services agency or program statement
t Did not rely on documents, but made notes in file
u Did not rely on any documents
B. If a Schedule C is included with this return, which documents or other information, if any, did you rely on to confirm the
existence of the business and to figure the amount of Schedule C income and expenses reported on the return? Check
all that apply. KEEP A COPY OF ANY DOCUMENTS YOU RELIED ON. If there is no Schedule C, check box a.
Documents or Other Information
a No Schedule C i Reconstruction of income and expenses
b Business license j Other
c Forms 1099
d Records of gross receipts provided by taxpayer
e Taxpayer summary of income
f Records of expenses provided by taxpayer X k Did not rely on documents, but made notes in file
g Taxpayer summary of expenses l Did not reply on any documents
h Bank statements
Line 5 - List of Documents for AOTC
A. Which documents below, if any, did you rely on to determine AOTC eligibility for the qualifying education expenses?
Check all that apply. KEEP A COPY OF ANY DOCUMENTS YOU RELIED ON. If there is no AOTC, check box a.
X a No American Opportunity Credit f Other
b Form 1098-T from college or university
c Form 1099-Q for distributions
d College or university bursar statement
e Taxpayer summary of expenses g Did not rely on documents, but made notes in file
h Did not rely on any documents
Line 5 - List of Documents for Head of Household
A. Which documents below, if any, did you rely on to determine Head of Household eligibility? Check all that apply.
KEEP A COPY OF ANY DOCUMENTS YOU RELIED ON. If not filing Head of Household, check box a.
a Not Head of Household h Other
b Divorce decree
c Separation agreement
d Bank statements
e Property tax bills
X i Did not rely on documents, but made notes in file
f Rent statements
j Did not rely on any documents
g Utility bills
8USEJ3
Credits for Sick Leave and Family Leave OMB No. 1545-0074
Form 7202 for Certain Self-Employed Individuals 2021
Attachment
Name of person with self-employment income (as shown on Form 1040, 1040-SR, or 1040-NR) Social security number of person with
self-employment income

Part I Credit for Sick Leave for Certain Self-Employed Individuals (January 1, 2021, through March 31, 2021, only)
1 Number of days after December 31, 2020, and before April 1, 2021, you were unable to perform services as
a self-employed individual because of certain coronavirus-related care you required. See instructions . . 1
2 Number of days after December 31, 2020, and before April 1, 2021, you were unable to perform services as
a self-employed individual because of certain coronavirus-related care you provided to another. (Don’t
include days you included on line 1.) See instructions . . . . . . . . . . . . . . . . . . . . 2
3a Enter the number from line 4 of your 2020 Form 7202. If you didn't file a 2020 Form 7202, enter -0- . . . 3a
b Enter the number from line 6 of your 2020 Form 7202. If you didn't file a 2020 Form 7202, enter -0- . . . 3b
c Add lines 3a and 3b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3c
d Subtract line 3c from the number 10 . . . . . . . . . . . . . . . . . . . . . . . . . . 3d 10
4a Enter the smaller of line 1 or line 3d . . . . . . . . . . . . . . . . . . . . . . . . . . 4a
b List each day included on line 4a (MM/DD):
5 Subtract line 4a from line 3d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 10
6a Enter the smaller of line 2 or line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a
Caution: The total of line 4a plus line 6a cannot exceed 10 days or line 3d, whichever is smaller.
7a Net earnings from self-employment (see instructions) . . . . . . . . . . . . . . . . . . . . 7a
b Check this box if you are electing to use prior year net earnings from self-employment on line 7a . . X
8 Divide line 7a by 260 (round to nearest whole number) . . . . . . . . . . . . . . . . . . . 8
9 Enter the smaller of line 8 or $511 . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Multiply line 4a by line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Multiply line 8 by 67% (0.67) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Enter the smaller of line 11 or $200 . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Multiply line 6a by line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Add lines 10 and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
15a Amount of qualified sick leave wages subject to the $511 per day limit you received from an employer after
December 31, 2020, and before April 1, 2021 (see instructions) . . . . . . . . . . . . . . . . 15a
b Enter the amount from line 15 of your 2020 Form 7202. If you didn't file a 2020 Form 7202, see instructions
for amount to enter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15b
c Add lines 15a and 15b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15c
16a Amount of qualified sick leave wages subject to the $200 per day limit you received from an employer after
December 31, 2020, and before April 1, 2021 (see instructions) . . . . . . . . . . . . . . . . 16a
b Enter the amount from line 16 of your 2020 Form 7202. If you didn't file a 2020 Form 7202, see instructions
for amount to enter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b
If line 15c and line 16c are both zero, skip to line 24 and enter the amount from line 14.
17a Add lines 13 and 16c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17a
b Enter the amount from line 13 of your 2020 Form 7202. If you didn't file a 2020 Form 7202, enter -0- . . 17b
18 Enter the smaller of line 17c or $2,000 . . . . . . . . . . . . . . . . . . . . . . . . . 18
19 Subtract line 18 from line 17c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20a Add lines 10, 15c, and 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20a
b Enter the amount from line 10 of your 2020 Form 7202. If you didn't file a 2020 Form 7202, enter -0- . . 20b
21 Enter the smaller of line 20c or $5,110 . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Subtract line 21 from line 20c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
23 Add lines 19 and 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
24 Subtract line 23 from line 14. If zero or less, enter -0-. Enter here and include on Schedule 3 (Form 1040),
line 13b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
SPA For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions. 1037 CPTS 1USL21 Form 7202 (2021)
Form 7202 (2021) Page 2
Part II Credit for Family Leave for Certain Self-Employed Individuals (January 1, 2021, through March 31, 2021, only)
25a Number of days after December 31, 2020, and before April 1, 2021, you were unable to perform services as a
self-employed individual because of certain coronavirus-related care you provided to a son or daughter. (Don’t
enter more than 50 days. Don’t include any day you listed on either line 4b or line 6b.) See instructions . . . 25a
b Enter the amount from line 25 of your 2020 Form 7202. If you didn’t file a 2020 Form 7202, enter -0- . . . 25b
c Subtract line 25b from the number 50 . . . . . . . . . . . . . . . . . . . . . . 25c 50
d Enter the smaller of line 25a or line 25c . . . . . . . . . . . . . . . . . . . . . . 25d
26a Net earnings from self-employment (see instructions) . . . . . . . . . . . . . . . . . 26a
b Check this box if you are electing to use prior year net earnings from self-employment on line 26a . ) X
27 Divide line 26a by 260 (round to nearest whole number) . . . . . . . . . . . . . . . . . 27
28 Multiply line 27 by 67% (0.67) . . . . . . . . . . . . . . . . . . . . . . . . . 28
29 Enter the smaller of line 28 or $200 . . . . . . . . . . . . . . . . . . . . . . . 29
30 Multiply line 25d by line 29 . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31a Amount of qualified family leave wages you received from an employer for periods of leave taken after
December 31, 2020, and before April 1, 2021 (see instructions) . . . . . . . . . . . . . . 31a
b Enter the amount from line 31 of your 2020 Form 7202. If you didn’t file a 2020 Form 7202, see instructions
for amount to enter . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31b
c Add lines 31a and 31b . . . . . . . . . . . . . . . . . . . . . . . . . . . 31c
If line 31c is zero, skip to line 35 and enter the amount from line 30.
32a Add lines 30 and 31c . . . . . . . . . . . . . . . . . . . . . . . . . . . 32a
b Enter the amount from line 30 of your 2020 Form 7202. If you didn’t file a 2020 Form 7202, enter -0- . . . 32b
c Add lines 32a and 32b . . . . . . . . . . . . . . . . . . . . . . . . . . . 32c
33 Enter the smaller of line 32c or $10,000 . . . . . . . . . . . . . . . . . . . . . . 33
34 Subtract line 33 from line 32c . . . . . . . . . . . . . . . . . . . . . . . . . 34
35 Subtract line 34 from line 30. If zero or less, enter -0-. Enter here and include on Schedule 3 (Form 1040), line 13b 35
Part III Credit for Sick Leave for Certain Self-Employed Individuals (April 1, 2021, through September 30, 2021, only)
36 Number of days after March 31, 2021, and before October 1, 2021, you were unable to perform services as a
self-employed individual because of certain coronavirus-related care you required. See instructions . . . 36
self-employed individual because of certain coronavirus-related care you provided to another. (Don’t include
days you included on line 36.) See instructions . . . . . . . . . . . . . . . . . . . 37
38a Enter the smaller of 10 days or the number of days entered on line 36 . . . . . . . . . . . . 38a
39 Subtract line 38a from the number 10 . . . . . . . . . . . . . . . . . . . . . . 39 10
40a Enter the smaller of line 37 or line 39. . . . . . . . . . . . . . . . . . . . . . . 40a
Caution: The total of line 38a plus line 40a cannot exceed 10 days.
41a Net earnings from self-employment (see instructions) . . . . . . . . . . . . . . . . . 41a
42 Divide line 41a by 260 (round to nearest whole number) . . . . . . . . . . . . . . . . 42
44 Multiply line 38a by line 43 . . . . . . . . . . . . . . . . . . . . . . . . . . 44
45 Multiply line 42 by 67% (0.67) . . . . . . . . . . . . . . . . . . . . . . . . . 45
47 Multiply line 40a by line 46 . . . . . . . . . . . . . . . . . . . . . . . . . . 47
48 Add lines 44 and 47 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
49 Amount of qualified sick leave wages subject to the $511 per day limit you received from an employer for
periods of leave taken after March 31, 2021, and before October 1, 2021 (see instructions) . . . . . . 49
50 Amount of qualified sick leave wages subject to the $200 per day limit you received from an employer for
periods of leave taken after March 31, 2021, and before October 1, 2021 (see instructions) . . . . . . 50
If line 49 and line 50 are both zero, skip to line 58 and enter the amount from line 48.
51 Add lines 47 and 50 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
52 Enter the smaller of line 51 or $2,000 . . . . . . . . . . . . . . . . . . . . . . 52
54 Add lines 44, 49, and 52 . . . . . . . . . . . . . . . . . . . . . . . . . . 54
57 Add lines 53 and 56 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
58 Subtract line 57 from line 48. If zero or less, enter -0-. Enter here and include on Schedule 3 (Form 1040), line 13h 58
SPA 1037 CPTS 1USL22 Form 7202 (2021)
Form 7202 (2021) Page 3
Part IV Credit for Family Leave for Certain Self-Employed Individuals (April 1, 2021, through September 30, 2021, only)
self-employed individual because of certain coronavirus-related care you required or provided to another. (Don’t
enter more than 60 days. Don’t include any day you listed on either line 38b or line 40b.) See instructions . . 59 59
60a Net earnings from self-employment (see instructions) . . . . . . . . . . . . . . . . . 60a 27,929
61 Divide line 60a by 260 (round to nearest whole number) . . . . . . . . . . . . . . . . . 61 107
62 Multiply line 61 by 67% (0.67) . . . . . . . . . . . . . . . . . . . . . . . . . 62 72
63 Enter the smaller of line 62 or $200 . . . . . . . . . . . . . . . . . . . . . . . 63 72
64 Multiply line 59 by line 63 . . . . . . . . . . . . . . . . . . . . . . . . . . 64 4,248
65 Amount of qualified family leave wages you received from an employer for periods of leave taken after March
31, 2021, and before October 1, 2021 (see instructions) . . . . . . . . . . . . . . . . . 65
If line 65 is zero, skip to line 69 and enter the amount from line 64.
66 Add lines 64 and 65 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
69 Subtract line 68 from line 64. If zero or less, enter -0-. Enter here and include on Schedule 3 (Form 1040),
line 13h . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 4,248
SPA 1037 CPTS 1USNL23 Form 7202 (2021)
TAXABLE YEAR FORM
2021 California Resident Income Tax Return 540

APE ATTACH FEDERAL RETURN
XXX-XX-0017 SERP 21 PBA 236100

JOSE E SERPA PEREZ
3028 44TH ST
SAN DIEGO CA 92105-0000
05-10-1973
Enter your county at time of filing (see instructions)
L SAN DIEGO
If your address above is the same as your principal/physical residence address at the time of filing, check this box..... L 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.
L L
City State ZIP code
L L L
If your California filing status is different from your federal filing status, check the box here .........................
1 Single 4 X Head of household (with qualifying person). See instructions.
2 Married/RDP filing jointly. See inst. 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 inst........... 8 6
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
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. L7 1 X $129 =L $ 129.
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1;
if both are visually impaired, enter 2 .................................................... L8 X $129 =L $
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1;
if both are 65 or older, enter 2. See instructions....................................... 8 9 X $129 =L $
068 3101214 Form 540 2021 Side 1

Your name: JOSE E SERPA PEREZ Your SSN or ITIN: XXXXX0017
10 Dependents: Do not include yourself or your spouse/RDP.
Dependent 1 Dependent 2 Dependent 3
First Name
L JOSE ENMAN L L
Last Name L SERPA GOMEZ L L
SSN. See
instructions.
8 XXXXX7194 8 8
Dependents
relationship
to you
L SON L L
Total dependent exemptions ......................................................... 8 10 1 X $400 = L $ 400.
11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 ..................... L 11 $ 529.
12 State wages from your federal

Form(s) W-2, box 16................................. 8 12 41,944. . 00
13 Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 ............. L 13 40,694. . 00
14 California adjustments – subtractions. Enter the amount from Schedule CA (540),
Part I, line 27, column B ............................................................................... 8 14 . 00
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses.
See instructions ........................................................................................ 15 40,694. . 00
16 California adjustments – additions. Enter the amount from Schedule CA (540),
Part I, line 27, column C ............................................................................... 8 16 2,695. . 00
17 California adjusted gross income. Combine line 15 and line 165 8 17 43,389. . 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:
8 Single or Married/RDP filing separately........................................... $4,803
8 Married/RDP filing jointly, Head of household, or Qualifying widow(er)........ $9,606
If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions 8 18 9,606. . 00
19 Subtract line 18 from line 17. This is your taxable income
33,783.
If less than zero, enter -0- ............................................................................. L 19 . 00
X Tax Table Tax Rate Schedule

31 Tax. Check the box if from:
8 FTB 3800 8 FTB 3803....................... 8 31 489. . 00
32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than
$212,288, see instructions ............................................................................ L 32 529. . 00
33 Subtract line 32 from line 31. If less than zero, enter -0-............................................ L 33 . 00
34 Tax. See instructions. Check the box if from: 8 Schedule G-1 8 FTB 5870A .. 8 34 . 00
35 Add line 33 and line 34 ................................................................................ L 35 . 00
40 Nonrefundable Child and Dependent Care Expenses Credit. See instructions ................. 8 40 . 00
43 Enter credit name code 8 and amount ... 8 43 . 00
44 Enter credit name code 8 and amount ... 8 44 . 00
Side 2 Form 540 2021 068 3102214

Your name: J SERPA PEREZ Your SSN or ITIN: XXXXX0017
45 To claim more than two credits. See instructions. Attach Schedule P (540) ...................... 8 45 . 00
46 Nonrefundable Renter’s Credit. See instructions .................................................... 8 46 . 00
47 Add line 40 through line 46. These are your total credits............................................ L 47 . 00
48 Subtract line 47 from line 35. If less than zero, enter -0-............................................. L 48 . 00
61 Alternative Minimum Tax. Attach Schedule P (540)................................................. 8 61 . 00
62 Mental Health Services Tax. See instructions........................................................ 8 62 . 00
63 Other taxes and credit recapture. See instructions .................................................. 8 63 . 00
64 Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions .......... 8 64 . 00
65 Add line 48, line 61, line 62, line 63, and line 64. This is your total tax ............................. 8 65 . 00
71 California income tax withheld. See instructions ..................................................... 8 71 135. . 00
72 2021 CA estimated tax and other payments. See instructions ..................................... 8 72 . 00
73 Withholding (Form 592-B and/or 593). See instructions ............................................ 8 73 . 00
74 Excess SDI (or VPDI) withheld. See instructions .................................................... 8 74 . 00
75 Earned Income Tax Credit (EITC) .................................................................... 8 75 . 00
76 Young Child Tax Credit (YCTC). See instructions ................................................... 8 76 . 00
77 Net Premium Assistance Subsidy (PAS). See instructions......................................... 8 77 . 00

78 Add line 71 through line 77. These are your total payments.
See instructions .........................................................................................L 78
135. . 00
91 Use Tax.Do not leave blank. See instructions ................................. 8 91 . 00

If line 91 is zero, check if: X No use tax is owed. X You paid your use tax obligation directly to CDTFA.
92 If you and your household had full-year health care coverage, check the box.
See instructions. Medicare Part A or C coverage is qualifying health care coverage. 8 X
If you did not check the box, see instructions.
Individual Shared Responsibility (ISR) Penalty. See instructions ............. 8 92 . 00
135.
93 Payments balance. If line 78 is more than line 91, subtract line 91 from line 78 ................. L 93 . 00
94 Use Tax balance. If line 91 is more than line 78, subtract line 78 from line 91 .................. L 94 . 00
95 Payments after Individual Shared Responsibility Penalty. If line 93 is more than line 92,
135.
subtract line 92 from line 935 ......................................................................... L 95 . 00
96 Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then
subtract line 93 from line 92 ........................................................................... L 96 . 00
068 3103214 Form 540 2021 Side 3

Your name: JOSE SERPA PEREZ Your SSN or ITIN: XXXXX0017
97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95 ........................ L 97 135. . 00
98 Amount of line 97 you want applied to your 2022 estimated tax .................................. 8 98 . 00
99 Overpaid tax available this year. Subtract line 98 from line 97..................................... 8 99 135. . 00
100 Tax due. If line 95 is less than line 65, subtract line 95 from line 65 ............................... L 100 . 00
Code Amount
California Seniors Special Fund. See instructions .................................................. 8 400 . 00
Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund ................. 8 401 . 00
Rare and Endangered Species Preservation Voluntary Tax Contribution Program............ 8 403 . 00
California Breast Cancer Research Voluntary Tax Contribution Fund............................ 8 405 . 00
California Firefighters’ Memorial Voluntary Tax Contribution Fund................................ 8 406 . 00
Emergency Food for Families Voluntary Tax Contribution Fund .................................. 8 407 . 00
California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund ............... 8 408 . 00
California Sea Otter Voluntary Tax Contribution Fund.............................................. 8 410 . 00
California Cancer Research Voluntary Tax Contribution Fund .................................... 8 413 . 00
School Supplies for Homeless Children Voluntary Tax Contribution Fund....................... 8 422 . 00
State Parks Protection Fund/Parks Pass Purchase ................................................ 8 423 . 00
Protect Our Coast and Oceans Voluntary Tax Contribution Fund ................................ 8 424 . 00
Keep Arts in Schools Voluntary Tax Contribution Fund ............................................ 8 425 . 00
Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund............ 8 431 . 00
California Senior Citizen Advocacy Voluntary Tax Contribution Fund ............................ 8 438 . 00
Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund ........................ 8 439 . 00
Rape Kit Backlog Voluntary Tax Contribution Fund ................................................ 8 440 . 00
Schools Not Prisons Voluntary Tax Contribution Fund ............................................. 8 443 . 00
Suicide Prevention Voluntary Tax Contribution Fund............................................... 8 444 . 00
Mental Health Crisis Prevention Voluntary Tax Contribution Fund................................ 8 445 . 00
California Community and Neighborhood Tree Voluntary Tax Contribution Fund .............. 8 446 . 00
110 Add code 400 through code 446. This is your total contribution................................... 8 110 . 00
Side 4 Form 540 2021 068 3104214

Your name: JOSE SERPA PEREZ Your SSN or ITIN: XXXXX0017
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 .... 8 111 . 00
Pay Online – Go to ftb.ca.gov/pay for more information.
112 Interest, late return penalties, and late payment penalties ........................................... 112 . 00
113 Underpayment of estimated tax.
Check the box: 8 FTB 5805 attached 8 FTB 5805F attached ...................8 113 . 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 .... 8 115 135. . 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.
See instructions. Have you verified the routing and accountnumbers? Use whole dollars only.
All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:
8 Type
8 Routing number X Checking
8 Account number 8 116 Direct deposit amount
121042882 8321059373 135. . 00
Savings
The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
8 Type
8 Routing number Checking 8 Account number 8 117 Direct deposit amount
. 00
Savings
IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return.
Our privacy notice can be found in annual tax booklets or online. Go to ftb.ca.gov/privacy to learn about our privacy policy statement, or go to ftb.ca.gov/forms and search for 1131
to locate FTB 1131 EN-SP, Franchise Tax Board Privacy Notice on Collection. To request this notice bymail, call 800.338.0505 and enter form code 948 when instructed.
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)
L Your email address. Enter only one email address. L Preferred phone number
enrique73.ej@gmail.com 619-384-6965
Sign
Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)
Here
It is unlawful
to forge a
spouse’s/
Firm’s name (or yours, if self-employed) 8 PTIN
RDP’s LA FAMILIA MULTISERVICES - ALVARO CASTILLO P01362876
signature.
Firm’s address 8 Firm’s FEIN
Joint tax
return? 157 NE 97TH ST MIAMI SHORES FL 33138 812496270
(See
instructions)
Do you want to allow another person to discuss this tax return with us? See instructions . .. ... .. .. .. .. .. .. .. 8 Yes X No
Print Third Party Designee’s Name Telephone Number
068 3105214 Form 540 2021 Side 5

2021 1037 CPTS 1CA081
TAXABLE YEAR SCHEDULE
2021 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 SSN or ITIN

Part I Income Adjustment Schedule
Section A Income from federal Form 1040 or 1040-SR
A Federal Amounts
(taxable amounts from your
federal tax return)
B Subtractions
See instructions C Additions
See instructions
1 Wages, salaries, tips, etc. See instructions before

making an entry in column B or C ..................... 1 #
K 41,944. #
K #
K
2 Taxable interest. a #
K 2b #
K 27. #
K #
K
3 Ordinary dividends.
See instructions. a #
K 3b #
K #
K #
K
4 IRA distributions.
See instructions. a #
K 4b #
K #
K #
K
5 Pensions and
annuities. See
instructions. a#
K 5b #
K #
K #
K
6 Social security
benefits. a #
K 6b #
K #
K
7 Capital gain or (loss). See instructions................. 7 #
K -2,695. #
K #
K 2,695.
Section B Additional Income from federal Schedule 1 (Form 1040)
1 Taxable refunds, credits, or offsets of state
and local income taxes .............................. 1 #
K #
K
2a Alimony received. See instructions ................. 2a #
K #
K
3 Business income or (loss). See instructions ....... 3 #
K 1,526. #
K #
K
4 Other gains or (losses) .............................. 4 #
K #
K #
K
5 Rental real estate, royalties, partnerships,
S corporations, trusts, etc............................ 5 #
K #
K #
K
6 Farm income or (loss) ............................... 6 #
K #
K #
K
7 Unemployment compensation...................... 7 #
K #
K
8 Other income:
a Federal net operating loss........................ 8a #
K #
K
b Gambling income ................................. 8b #
K #
K
c Cancellation of debt ............................... 8c #
K #
K
d Foreign earned income exclusion from
federal Form 2555 ................................ 8d #
K #
K
e Taxable Health Savings Account distribution ... 8e #
K #
K
f Alaska Permanent Fund dividends .............. 8f #
K
g Jury duty pay ...................................... 8g #
K
h Prizes and awards ................................ 8h #
K
For Privacy Notice, get FTB 1131 EN-SP. 068 7731214 Schedule CA (540) 2021 Side 1
2021 1037 CPTS 1CA082
Section B - Additional Income Federal Amounts Subtractions Additions

Continued A (taxable amounts from your B See instructions C See instructions
federal tax return)
i Activity not engaged in for profit income........ 8i #

K
j Stock options ...................................... 8j
#
K
k Income from the rental of personal property
if you engaged in the rental for profit but were
not in the business of renting such property... 8k #
K
l Olympic and Paralympic medals and USOC
prize money ....................................... 8l #
K
m IRC Section 951(a) inclusion................... 8m #
K #
K
n IRC Section 951A(a) inclusion.................. 8n #
K #
K
o IRCSection461(l)excessbusinesslossadjustment 8o #
K #
K
p Taxable distributions from an ABLE account . 8p #
K
z Other income. List type and amount.
#
K 8z #
K #
K #
K
9 a Total other income. Add lines 8a through 8z. 9a #
K #
K #
K
b1 Disaster loss deduction from form FTB 3805V. 9b1 #
K
b2 NOL deduction from form FTB 3805V ....... 9b2 #
K
b3 NOL from form FTB 3805Z, 3807, or 3809.. 9b3
#
K
b4 Student loan discharged due to closure of a
for-profit school.................................. 9b4 #
K #
K
10 Total. Combine Section A, line 1 through line 7,
and Section B, line 1 through line 7, line 9a, and line 9b4
in column A (as applicable). Add Section A, line 1 through
line 7, and Section B, line 1 through line 7, line 9a and
line 9b1 through line 9b4 in column B and column C
(as applicable). See instructions...................... 10 # K #
K
40,802. #
K 2,695.
Section C Adjustments to Income

from federal Schedule 1 (Form 1040)
11 Educator expenses ................................ 11

#
K #
K
12 Certain business expenses of reservists, performing
artists, and fee-basis government officials......... 12 #
K #
K #
K
13 Health savings account deduction ............... 13 #
K #
K
14 Moving expenses. Attach form FTB 3913.
See instructions .................................... 14 #
K #
K
15 Deductible part of self-employment tax.
K 108. #
K
16 Self-employed SEP, SIMPLE, and qualified plans 16 #
K
17 Self-employed health insurance deduction.
K #
K
Side 2 Schedule CA (540) 2021 068 7732214

2021 1037 CPTS 1CA083
Section C Adjustments to Income Federal Amounts Subtractions Additions

Continued A (taxable amounts from your B See instructions C See instructions
federal tax return)
18 Penalty on early withdrawal of savings............. 18 #

K
19 a Alimony paid ........................................ 19a #
K #
K
b Recipient’s: SSN #
K
Last Name
20 IRA deduction ......................................... 20 #

K #
K #
K
21 Student loan interest deduction ..................... 21 #
K #
K
22 Reserved for future use .............................. 22
23 Archer MSA deduction ............................... 23 #

K
24 Other adjustments:
a Jury duty pay ....................................... 24a #
K
b Deductible expenses related to income reported
on line 8k from the rental of personal property
engaged in for profit................................ 24b #
K #
K #
K
c Nontaxable amount of the value of Olympic and
Paralympic medals and USOC prize money
reported on line 8l .................................. 24c #
K #
K
d Reforestation amortization and expenses ...... 24d #
K #
K
e Repayment of supplemental unemployment
benefits under the Trade Act of 1974............ 24e #
K
f Contributions to IRC Section 501(c)(18)(D)
pension plans ....................................... 24f #
K #
K #
K
g Contributions by certain chaplains to
IRC Section 403(b) plans ......................... 24g #
K #
K #
K
h Attorney fees and court costs for actions involving
certain unlawful discrimination claims ........... 24h #
K
i Attorney fees and court costs you paid in connection
with an award from the IRS for information you provided
that helped the IRS detect tax law violations....... 24i #
K #
K
j Housing deduction from federal Form 2555..... 24j #
K #
K
k Excess deductions of IRC Section 67(e) expenses
from federal Schedule K-1 (Form 1041) ........ 24k #
K #
K
z Other adjustments. List type and amount.
#
K 24z #
K #
K #
K
25 Total other adjustments. Add lines 24a through
24z ...................................................... 25 #
K #
K #
K
26 Add line 11 through line 23 and line 25 in
columns A, B, and C. See instructions ............. 26 #
K 108. #
K #
K
27 Total. Subtract line 26 from line 10 in
columns A, B, and C. See instructions ............. 27 #
K 40,694. #
K #
K 2,695.
068 7733214 Schedule CA (540) 2021 Side 3

2021 1037 CPTS 1CA084
Part II Adjustments to Federal Itemized Deductions
Check the box if you did NOT itemize for federal but will itemize for California................... #
K
Federal Amounts
A (from federal Schedule A B Subtractions
See instructions C Additions
See instructions
(Form 1040))
Medical and Dental Expenses See instructions.
1 Medical and
dental expenses ...... #
K 1
2 Enter amount from
federal Form 1040
or 1040-SR, line 1 ... #
K 2
3 Multiply line 2
by 7.5% (0.075)...... #K 3
4 Subtract line 3 from line 1.
If line 3 is more than line 1, enter 0 ................... 4 #
K #
K
Taxes You Paid
5 a State and local income tax or general sales taxes ..5a #
K 674. #
K 674.
b State and local real estate taxes ..................... 5b #

K
c State and local personal property taxes ............. 5c #
K
d Add line 5a through line 5c.......................... 5d #
K 674.
e Enter the smaller of line 5d or $10,000 ($5,000 if
married filing separately) in column A.
Enter the amount from line 5a, column B
in line 5e, column B.
Enter the difference from line 5d and line 5e,
column A in line 5e, column C ...................... 5e #
K 674. #
K 674. #
K
6 Other taxes. List type #
K 6 #
K #
K #
K
7 Add line 5e and line 6 ................................... 7 #
K 674. #
K 674. #
K
Interest You Paid
8 a Home mortgage interest and points reported to
you on federal Form 1098 ............................ 8a #
K #
K
b Home mortgage interest not reported to you
on federal Form 1098 ................................ 8b #
K #
K
c Points not reported to you on federal Form 1098 .. 8c #
K #
K
d Mortgage insurance premiums ...................... 8d #
K #
K
e Add line 8a through line 8d.......................... 8e #
K #
K #
K
9 Investment interest ...................................... 9 #
K #
K #
K
10 Add line 8e and line 9 .................................. 10 #
K #
K #
K
Side 4 Schedule CA (540) 2021 068 7734214

2021 1037 CPTS 1CA085
Part II Adjustments to Federal Itemized Deductions Federal Amounts Subtractions Additions

Continued
A (from federal Schedule A B See instructions C See instructions
(Form 1040))
Gifts to Charity
11 Gifts by cash or check ............................... 11 #
K
#
K #
K
12 Other than by cash or check ........................ 12
#
K #
K #
K
13 Carryover from prior year ............................ 13
#
K #
K #
K
14 Add line 11 through line 13 .......................... 14
#
K #
K #
K
Casualty and Theft Losses
15 Casualty or theft loss(es) (other than net qualified disaster
losses). Attach federal Form 4684. See instructions. 15 #
K #
K #
K
Other Itemized Deductions
16 Other—from list in federal instructions ............. 16 #
K #
K #
K
17 Add lines 4, 7, 10, 14, 15, and 16 in
674. 674.
columns A, B, and C ................................. 17 #
K #
K #
K
18 Total. Combine line 17 column A less column B plus column C ......................................................... #
K 18
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 .................................... #
K 19
20 Tax preparation fees .......................................................................... #
K 20
21 Other expenses - investment, safe deposit
box, etc. List type .................................#
K #
K 21
22 Add line 19 through line 21 #
K 22
23 Enter amount from federal Form 1040
or 1040-SR, line 11 ...............................#
K 40,694.
24 Multiply line 23 by 2% (0.02). If less than zero, enter 0.................................. #

K 24 814.
25 Subtract line 24 from line 22. If line 24 is more than line 22, enter 0...................................................... #
K 25
26 Total Itemized Deductions. Add line 18 and line 25 ........................................................................ #
K 26
27 Other adjustments. See instructions. Specify. #
K #
K 27
28 Combine line 26 and line 27 ................................................................................................... #

K 28
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 ................................................ $212,288
Head of household ........................................................................ $318,437
Married/RDP filing jointly or qualifying widow(er)...................................... $424,581
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 ................ #
K 29
30 Enter the larger of the amount on line 29 or your standard deduction listed below
Single or married/RDP filing separately. See instructions ............................. $4,803
Married/RDP filing jointly, head of household, or qualifying widow(er) ............... $9,606
Transfer the amount on line 30 to Form 540, line 18 ....................................................................... #
K 30 9,606.
068 7735214 Schedule CA (540) 2021 Side 5

2021 1037 CPTS 1CA511
TAXABLE YEAR SCHEDULE
California Capital Gain or Loss Adjustment

2021 Do not complete this schedule if all of your California gains (losses) are the same as your federal gains (losses). D (540)
Name(s) as shown on return SSN or ITIN
(a) (b) (c) (d) (e)
Description of property Sales price Cost or other basis Loss Gain
Example: 100 shares of "Z" Co. If (c) is more than (b), If (b) is more than (c),
subtract (b) from (c) subtract (c) from (b)
1
a #
K #
K #
K #
K #
K
b #
K #
K #
K #
K #
K
c #
K #
K #
K #
K #
K
d #
K #
K #
K #
K #
K
e #
K #
K #
K #
K #
K
f #
K #
K #
K #
K #
K
g #
K #
K #
K #
K #
K
h #
K #
K #
K #
K #
K
i #
K #
K #
K #
K #
K
j #
K #
K #
K #
K #
K
k #
K #
K #
K #
K #
K
l #
K #
K #
K #
K #
K
m #
K #
K #
K #
K #
K
n #
K #
K #
K #
K #
K
o #
K #
K #
K #
K #
K
p #
K #
K #
K #
K #
K
q #
K #
K #
K #
K #
K
r #
K #
K #
K #
K #
K
s #
K #
K #
K #
K #
K
t #
K #
K #
K #
K #
K
u #
K #
K #
K #
K #
K
v #
K #
K #
K #
K #
K
2 Net gain or (loss) shown on California Schedule(s) K-1 (100S, 541, 565, and 568) ........ 2 #
K #
K
3 Capital gain distributions (federal Form 1099-DIV, box 2a) .................................. #
K3
4 Total 2021 gains from all sources. Add column (e) amounts of line 1, line 2, and line 3 .................. #
K4
5 2021 loss. Add column (d) amounts of line 1 and line 2 ..................... #
K5 ( )
6 California capital loss carryover from 2020, if any. See instructions .............. #
K6 ( )
7 Total 2021 loss. Add line 5 and line 6 ............................... # K7 ( )
For Privacy Notice, get FTB 1131 ENG/SP. 068 7761214 Schedule D (540) 2021 Side 1
8 Net gain or loss. Combine line 4 and line 7. If a loss, go to line 9. If a gain, go to line 10
.......................... #
K8
9 If line 8 is a loss, enter the smaller of: (a) the loss on line 8.
(b) $3,000 ($1,500 if married/RDP filing separate). See instructions ..... #

K 9 ( )
10 Enter the gain or (loss) from federal Form 1040 or 1040-SR, line 7 ............................ #
K 10 (2,695.)
11 Enter the California gain from line 8 or (loss) from line 9 .................................. #
K 11
12 a If line 10 is more than line 11, enter the difference here and on Schedule CA (540), Part I, Section A, line 7, column B. #
K 12a
b If line 10 is less than line 11, enter the difference here and on Schedule CA (540), Part I, Section A, line 7, column C .#
K 12b 2,695.
2021 1037 CPTS 1CA514

Side 2 Schedule D (540) 2021 068 7762214
2021 1037 CPTS 1CA121
TAXABLE YEAR CALIFORNIA FORM
2021 Head of Household Filing Status Schedule 3532

Attach to your California Form 540, Form 540NR, or Form 540 2EZ.
Name(s) as shown on tax return SSN or ITIN

Part I - Marital Status
1 Check one box below to identify your marital status. See instructions.
a Not legally married/RDP during 2021 ............................................................................................................................... #

K 1a X
b Widow/widower (my spouse/RDP died before 01/01/2021) ................................................................................................. # K 1b
c Marriage/RDP was annulled ............................................................................................................................................ #
K 1c
d Received final decree of divorce, legal separation, dissolution, or termination of marriage/RDP by 12/31/2021 .......................... # K 1d
e Legally married/RDP and did not live with spouse/RDP during 2021 .................................................................................... # K 1e
f Legally married/RDP and lived with spouse/RDP during 2021. List the beginning and ending dates for each period when you
lived together ................................................................................................................................................................ #
K 1f
(mm/dd/yyyy) (mm/dd/yyyy) (mm/dd/yyyy) (mm/dd/yyyy)
From: #
K To: #
K From:
#
K To:
#
K
Part II - Qualifying Person
2 Check one box below to identify the relationship of the person that qualifies you for the head of household filing status. See instructions.
a Son, daughter, stepson, or stepdaughter ........................................................................................................................... #

K 2a X
b Grandchild, brother, sister, half brother, half sister, stepbrother, stepsister, nephew, or niece .................................................. #
K 2b
c Eligible foster child ......................................................................................................................................................... #
K 2c
d Father, mother, stepfather, or stepmother ......................................................................................................................... #
K 2d
e Grandfather, grandmother, son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law,
sister-in-law, uncle, or aunt ............................................................................................................................................. #
K 2e
Part III - Qualifying Person Information
3 Information about your qualifying person. See instructions.
First Name .............................................................................................................................................. #

K JOSE
Last Name .............................................................................................................................................. #
K SERRA
SSN .......................................................................................................................................................#
K XXX-XX-7194
DOB (mm/dd/yyyy) If your qualifying person is age 19 or older in 2021, go to line 3a. If not, go to line 4
K 11/03/2004
...........#
a Was your qualifying person a full time student under age 24 in 2021? ........................................................ #
K 3a Yes X No
b Was your qualifying person permanently and totally disabled in 2021? ....................................................... #
K 3b Yes X No
4 Enter qualifying person's gross income in 2021. See instructions ................................................................... #

K
5 Number of days your qualifying person lived with you during 2021. See instructions. ........................................ #
K 365
When calculating the total number of days your qualifying person lived with you, you may include any days your qualifying person was temporarily
absent from your home. For example, illness, education, business, vacation, military service, and incarceration. In the event of a birth or death
of your qualifying person during the year, enter 365 days.
For Privacy Notice, get FTB 1131 ENG/SP. 068 8481214 FTB 3532 2021

Final Tax Jose Serpa 2021

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Department of the Treasury—Internal Revenue Service (99)

1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . 1 41,944

Phone no. 619-384-6965 Email address enrique73.ej@gmail.com

Trade or Business Name: HANDYMAN

2019 {) CPTS 8us01k_1 04/03/2019

Part II Other Taxes (continued)

Part II Other Payments and Refundable Credits

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

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

16 Combine lines 7 and 15 and enter the result . . . . . . . . . . . . . . . . . . 16 (2,695)

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

SPA 1037 CPTS 1US122 Schedule D (Form 1040) 2021

Name(s) shown on return Your social security number

| All other filing statuses—$40,000 . . . . . . . . . . . . . . . 33

i HANDYMAN 700-70-0017 1,418

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

1 Qualified solar electric property costs . . . . . . . . . . . . . . . . . . . . 1

2 Qualified solar water heating property costs . . . . . . . . . . . . . . . . . . 2

3 Qualified small wind energy property costs . . . . . . . . . . . . . . . . . . . 3

4 Qualified geothermal heat pump property costs . . . . . . . . . . . . . . . . . 4

5 Qualified biomass fuel property costs . . . . . . . . . . . . . . . . . . . . . 5

6a Add lines 1 through 5 . . . . . . . . . . . . . . . . . . . . . . . . . . 6a

b Multiply line 6a by 26% (0.26) . . . . . . . . . . . . . . . . . . . . . . . 6b

Number and street Unit No.

City, State, and ZIP code

8 Qualified fuel cell property costs . . . . . . . . . . . . . 8

9 Multiply line 8 by 26% (0.26) . . . . . . . . . . . . . . . 9

10 Kilowatt capacity of property on line 8 above + x $1,000 10

11 Enter the smaller of line 9 or line 10 . . . . . . . . . . . . . . . . . . . . . 11

Part II Nonbusiness Energy Property Credit

Number and street Unit No.

City, State, and ZIP code

(Rev. December 2021)

ALVARO CASTILLO P01362876

status and to compute the amount(s) of any credit(s) . . . . . . . . . . . . . . . . X

a No qualifying child j Indian tribal official statement

JOSE E SERPA PEREZ XXX-XX-0017

2021 California Resident Income Tax Return 540

XXX-XX-0017 SERP 21 PBA 236100

Enter your county at time of filing (see instructions)

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

068 3101214 Form 540 2021 Side 1

12 State wages from your federal

X Tax Table Tax Rate Schedule

35 Add line 33 and line 34 ................................................................................ L 35 . 00

43 Enter credit name code 8 and amount ... 8 43 . 00

44 Enter credit name code 8 and amount ... 8 44 . 00

Side 2 Form 540 2021 068 3102214

46 Nonrefundable Renter’s Credit. See instructions .................................................... 8 46 . 00

61 Alternative Minimum Tax. Attach Schedule P (540)................................................. 8 61 . 00

62 Mental Health Services Tax. See instructions........................................................ 8 62 . 00

63 Other taxes and credit recapture. See instructions .................................................. 8 63 . 00

71 California income tax withheld. See instructions ..................................................... 8 71 135. . 00

72 2021 CA estimated tax and other payments. See instructions ..................................... 8 72 . 00

73 Withholding (Form 592-B and/or 593). See instructions ............................................ 8 73 . 00

74 Excess SDI (or VPDI) withheld. See instructions .................................................... 8 74 . 00

75 Earned Income Tax Credit (EITC) .................................................................... 8 75 . 00

76 Young Child Tax Credit (YCTC). See instructions ................................................... 8 76 . 00

77 Net Premium Assistance Subsidy (PAS). See instructions......................................... 8 77 . 00

91 Use Tax.Do not leave blank. See instructions ................................. 8 91 . 00

Individual Shared Responsibility (ISR) Penalty. See instructions ............. 8 92 . 00

068 3103214 Form 540 2021 Side 3

2021 California Adjustments Residents CA (540)

Section C Adjustments to Income

Section C Adjustments to Income Federal Amounts Subtractions Additions