1040 and w2 2021
1040 and w2 2021
February 2, 2023
Please find enclosed a copy of your 2021 federal income tax return for your records.
Your federal return was e-filed and accepted by the IRS on March 2, 2022;
therefore, do not mail your federal Form 1040 to the IRS.
The amount you overpaid on your federal return is $7,116. The amount to be
refunded to you by direct deposit is $7,116.
If you have any questions about your tax return, please contact me. Thank you for
letting me be of service to you.
Sincerely,
VICENTE A. LOBEDERIO JR
7442 GRIBBLE ST
SAN DIEGO, CA 92114
(619)274-2150
INCOME TAX SERVICES
VICENTE A. LOBEDERIO JR.
7442 GRIBBLE ST.
SAN DIEGO, CA 92114
(619)274-2150 / (619)274-3925
February 2, 2023
Please find enclosed a copy of your 2021 California income tax return for your
records. Your California income tax return was electronically filed and accepted by
the FTB on February 25, 2022; therefore, do not mail your California income tax
return to the Franchise Tax Board.
The amount you overpaid on your California income tax return is $643. The amount
of overpayment applied to your 2022 estimates is $0. The amount to be refunded to
you by direct deposit is $643.
If you have any questions about your tax return, please contact me. Thank you for
letting me be of service to you.
Sincerely,
VICENTE A. LOBEDERIO JR
7442 GRIBBLE ST
SAN DIEGO, CA 92114
(619)274-2150
2021
Income Tax Return
Prepared For:
RENATO L and LEONILA S MARMITO
2235 E 12TH ST
NATIONAL CITY, CA 91950
(619)753-0833
Prepared By:
VICENTE A. LOBEDERIO JR
7442 GRIBBLE ST
SAN DIEGO, CA 92114
Telephone: (619)274-2150
FAX: (619)795-7017
Email: [email protected]
Department of the Treasury–Internal Revenue Service (99)
1040 2021
Form
U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only – Do not write or staple in this space.
Filing Status Single X Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying person is
one box.
a child but not your dependent
Your first name and middle initial Last name Your social security number
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2021)
UYA
Form 1040 (2021) RENATO L and LEONILA S MARMITO 608-79-4506 Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 16 3,223.
17 Amount from Schedule 2, line 3 17
18 Add lines 16 and 17 18 3,223.
19 Nonrefundable child tax credit or credit for other dependents from Schedule 8812 19 1,000.
20 Amount from Schedule 3, line 8 20
21 Add lines 19 and 20 21 1,000.
22 Subtract line 21 from line 18. If zero or less, enter -0- 22 2,223.
23 Other taxes, including self-employment tax, from Schedule 2, line 21 23
24 Add lines 22 and 23. This is your total tax 24 2,223.
25 Federal income tax withheld from:
a Form(s) W-2 25a 8,029.
b Form(s) 1099 25b
c Other forms (see instructions) 25c
d Add lines 25a through 25c 25d 8,029.
If you have a 26 2021 estimated tax payments and amount applied from 2020 return 26
qualifying child, 27a
attach Sch. EIC.
Earned income credit (EIC) NO 27a
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
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 1,310.
32 Add lines 27a and 28 through 31. These are your total other payments and refundable credits 32 1,310.
33 Add lines 25d, 26, and 32. These are your total payments 33 9,339.
34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid 34 7,116.
Refund 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here 35a 7,116.
Direct deposit?
b Routing number 256074974 c Type: X Checking Savings
See instructions. d Account number 7056987634
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 0.
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?
Designee See instructions X Yes. Complete below. No
(Form 1040)
14 Total other payments or refundable credits. Add lines 13a through 13z 14
15 Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 31 15 1,310.
UYA Schedule 3 (Form 1040) 2021
SCHEDULE 8812 Credits for Qualifying Children . . .1040
.......
OMB No. 1545-0074
(Form 1040)
and Other Dependents ..........
2021
Attach to Form 1040, 1040-SR, or 1040-NR. 8812 Attachment
Department of the Treasury
Go to www.irs.gov/Schedule8812 for instructions and the latest information. Sequence No. 47
Internal Revenue Service (99)
Name(s) shown on return Your social security number
RENATO L and LEONILA S MARMITO 608-79-4506
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 55,348.
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 55,348.
4a Number of qualifying children under age 18 with the required social security number 4a 0
b Number of children included on line 4a who were under age 6 at the end of 2021 4b 0
c Subtract line 4b from line 4a 4c 0
5 If line 4a is more than zero, enter the amount from the Line 5 Worksheet; otherwise, enter -0- 5
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 2
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 1,000.
8 Add lines 5 and 7 8 1,000.
9 Enter the amount shown below for your filing status.
• Married filing jointly—$400,000
• All other filing statuses—$200,000 } 9 400,000.
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 1,000.
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) had 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) were 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 1,000.
b Subtract line 14a from line 12 14b
c If line 14a is zero, enter -0-; otherwise, enter the amount from the Credit Limit Worksheet A 14c 3,223.
d Enter the smaller of line 14a or line 14c 14d 1,000.
e Add lines 14b and 14d 14e 1,000.
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
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 1,000.
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 1,000.
i Subtract line 14h 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
For Paperwork Reduction Act Notice, see your tax return instructions. Schedule 8812 (Form 1040) 2021
UYA
Schedule 8812 (Form 1040) 2021 Page 2
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
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: 0 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 4a.
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
UYA Schedule 8812 (Form 1040) 2021
Schedule 8812 (Form 1040) 2021 Page 3
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 0
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 0
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 0
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
UYA Schedule 8812 (Form 1040) 2021
Form 8867
(Rev. December 2021)
Paid Preparer's Due Diligence Checklist OMB No. 1545-0074
Department of the Treasury To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS. Attachment
Internal Revenue Service Go to www.irs.gov/Form8867 for instructions and the latest information. Sequence No. 70
Taxpayer name(s) shown on return Taxpayer identification number
6 Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit? X
7 Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year? X
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a Did you complete the required recertification Form 8862?
8 If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040)? X
For Paperwork Reduction Act Notice, see separate instructions. Form 8867 (Rev. 12-2021)
UYA
Form 8867 (2021) RENATO L and LEONILA S MARMITO 608-79-4506 Page 2
Part II Due Diligence Questions for Returns Claiming EIC (If the return does not claim EIC, go to Part III.)
9 a Have you determined that the taxpayer is eligible to claim the EIC for the number of qualifying Yes No N/A
children 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 child has not lived with
the taxpayer for over half of the year, even if the taxpayer has supported the child, unless the child’s
custodial parent has released a claim to exemption for the child? X
12 Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return? X
Part IV Due Diligence Questions for Returns Claiming AOTC (If the return does not claim AOTC, go to Part V.)
13 Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified Yes No
tuition and related expenses for the claimed AOTC?
Part V Due Diligence Questions for Claiming HOH (If the return does not claim HOH filing status, go to Part VI.)
14 Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year Yes No
and provided more than half of the cost of keeping up a home for the year for a qualifying person?
Part VI Eligibility Certification
You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
A. Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer’s responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of the credit(s);
B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
C. Submit Form 8867 in the manner required; and
D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
Document Retention.
1. A copy of this Form 8867.
2. The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
3. Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer’s eligibility for the
credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
4. A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
5. A record of any additional information you relied upon, including questions you asked and the taxpayer’s responses, to
determine the taxpayer’s eligibility for the credit(s) and/or, HOH filing status and to figure the amount(s) of the credit(s).
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
UYA Form 8867 (Rev. 12-2021)
OMB No. 1545-0074
Form 8962 Premium Tax Credit (PTC)
Attach to Form 1040, 1040-SR, or 1040-NR. 2021
Department of the Treasury Attachment
Internal Revenue Service Go to www.irs.gov/Form8962 for instructions and the latest information. Sequence No. 73
Name shown on your return Your social security number
RENATO L and LEONILA S MARMITO 608-79-4506
A. If you, or your spouse (if filing a joint return), received, or were approved to receive, unemployment compensation for any week beginning during 2021,
check the box. See instructions
B. You cannot take the PTC if your filing status is married filing separately unless you qualify for an exception. See instructions. If you qualify, check the box
Part I Annual and Monthly Contribution Amount
1 Tax family size. Enter your tax family size. See instructions 1 4
2a Modified AGI. Enter your modified AGI. See instructions 2a 55,348.
b Enter the total of your dependents' modified AGI. See instructions 2b
3 Household income. Add the amounts on lines 2a and 2b. See instructions 3 55,348.
4 Federal poverty line. Enter the federal poverty line amount from Table 1-1, 1-2, or 1-3. See instructions. Check the
appropriate box for the federal poverty table used. a Alaska b Hawaii c X Other 48 states and DC 4 26,200.
5 Household income as a percentage of federal poverty line (see instructions) 5 211 %
6 Reserved for future use
7 Applicable figure. Using your line 5 percentage, locate your "applicable figure" on the table in the instructions 7 0.0244
8a Annual contribution amount. Multiply line 3 b Monthly contribution amount. Divide line 8a by
8a 1,350. 12. Round to nearest whole dollar amount 8b 113.
Part II Premium Tax Credit Claim and Reconciliation of Advance Payment of Premium Tax Credit
9 Are you allocating policy amounts with another taxpayer or do you want to use the alternative calculation for year of marriage? See instructions.
Yes. X No. Continue to line 10.
10
Yes. Continue to line 11. Compute your annual PTC. Then skip lines 12-23 X No. Continue to lines 12-23. Compute
and continue to line 24. your monthly PTC and continue to line 24.
(a) (b) Annual applicable (c) Annual (d) Annual maximum (e) Annual premium (f) Annual advance
Annual SLCSP premium premium assistance payment of PTC
Calculation contribution amount tax credit allowed
(Form(s) 1095-A, (subtract (c) from (b); if (Form(s) 1095-A, line
line 33B) (line 8a) zero or less, enter -0-) (smaller of (a) or (d)) 33C)
11 Annual Totals
(c) Monthly
(a) (b) (d) (e) (f) Monthly advance
Monthly contribution amount
payment of PTC
Calculation (amount from line 8b
(Form(s) 1095-A, lines
or alternative marriage
21-32, column C)
monthly calculation)
12 January 701. 701. 113. 588. 588. 359.
13 February 701. 701. 113. 588. 588. 359.
14 March 1,309. 1,401. 113. 1,288. 1,288. 1,077.
15 April 1,309. 1,401. 113. 1,288. 1,288. 1,077.
16 May 1,309. 1,401. 113. 1,288. 1,288. 1,077.
17 June 1,309. 1,401. 113. 1,288. 1,288. 1,077.
18 July
19 August
20 September 1,309. 1,433. 113. 1,320. 1,309. 1,307.
21 October 1,309. 1,433. 113. 1,320. 1,309. 1,307.
22 November 1,309. 1,433. 113. 1,320. 1,309. 1,307.
23 December 1,309. 1,433. 113. 1,320. 1,309. 1,307.
24 Total premium tax credit. Enter the amount from line 11(e) or add lines 12(e) through 23(e) and enter the total here 24 11,564.
25 Advance payment of PTC. Enter the amount from line 11(f) or add lines 12(f) through 23(f) and enter the total here 25 10,254.
26 Net premium tax credit. If line 24 is greater than line 25, subtract line 25 from line 24. Enter the difference here and
on Schedule 3 (Form 1040), line 9. If line 24 equals line 25, enter -0-. Stop here. If line 25 is greater than line 24,
leave this line blank and continue to line 27 26 1,310.
Part III Repayment of Excess Advance Payment of the Premium Tax Credit
27 Excess advance payment of PTC. If line 25 is greater than line 24, subtract line 24 from line 25. Enter the difference here 27
28 Repayment limitation (see instructions) 28
29 Excess advance premium tax credit repayment. Enter the smaller of line 27 or line 28 here and on Schedule 2
(Form 1040), line 2 29
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8962 (2021)
UYA
Form 8962 (2021)
RENATO L and LEONILA S MARMITO 608-79-4506 Page 2
Part IV Allocation of Policy Amounts
Complete the following information for up to four policy amount allocations. See instructions for allocation details.
Allocation 1
30 (a) Policy Number (Form 1095-A, line 2) (b) SSN of other taxpayer (c) Allocation start month (d) Allocation stop month
Allocation 2
31 (a) Policy Number (Form 1095-A, line 2) (b) SSN of other taxpayer (c) Allocation start month (d) Allocation stop month
Allocation 3
32 (a) Policy Number (Form 1095-A, line 2) (b) SSN of other taxpayer (c) Allocation start month (d) Allocation stop month
Allocation 4
33 (a) Policy Number (Form 1095-A, line 2) (b) SSN of other taxpayer (c) Allocation start month (d) Allocation stop month
36 Alternative entries (a) Alternative family size (b) Alternative monthly (c) Alternative start month (d) Alternative stop month
contribution amount
for your spouse's
SSN
UYA Form 8962 (2021)
Details for Schedule A, Line 11
608-79-4506 - 729-20-9294
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box
only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete
Part III below.
Date
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box
only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete
Part III below.
Date
ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 30689601932
Don't enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
VICENTE A LOBEDERIO Date 02/02/2023
ERO Must Retain This Form – See Instructions
Don't Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (Rev. 01-2021)
UYA
Form 8879 IRS e-file Signature Authorization
OMB No. 1545-0074
(Rev. January 2021)
ERO must obtain and retain completed Form 8879.
Department of the Treasury
Internal Revenue Service Go to www.irs.gov/Form8879 for the latest information.
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box
only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete
Part III below.
Date
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box
only if you are entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete
Part III below.
Date
ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN. 30689601932
Don't enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am now
authorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
of the Practitioner PIN method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
VICENTE A LOBEDERIO Date 02/02/2023
ERO Must Retain This Form – See Instructions
Don't Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions. Form 8879 (Rev. 01-2021)
UYA
TAXABLE YEAR FORM
2021 540
ATTACH FEDERAL RETURN
2235 E 12TH ST
NATIONAL CITY CA 91950
04-27-1963 02-20-1964
If your address above is the same as your principal/physical residence address at the time of filing, check this box X
If not, enter below your principal/physical residence address at the time of filing.
Street address (number and street) (If foreign address, see instructions.) Apt. no/ste. no.
If your California filing status is different from your federal filing status, check the box here
Filing Status
2 X 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 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
Exemptions
box 2 or 5, enter 2 in the box. If you checked the box on line 6, see instructions. 7 2 X $129 = $ 258
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1;
if both are visually impaired, enter 2 8 X $129 = $
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1;
if both are 65 or older, enter 2. See instructions 9 X $129 = $
SSN. See
instructions. 729247933 556853366
Dependent's
relationship SON PARENT
to you
11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 11 $ 1,058
13 Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 13 55,348 . 00
14 California adjustments – subtractions. Enter the amount from Schedule CA (540),
Part I, line 27, column B 14 . 00
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses.
See instructions 15 55,348
Taxable Income
. 00
16 California adjustments – additions. Enter the amount from Schedule CA (540),
Part I, line 27, column C 16 . 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:
Single or Married/RDP filing separately $4,803
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 18 9,606 . 00
19 Subtract line 18 from line 17. This is your taxable income .
If less than zero, enter -0- 19 45,742 . 00
33 Subtract line 32 from line 31. If less than zero, enter -0- 33 0 . 00
34 Tax. See instructions. Check the box if from: Schedule G-1 FTB 5870A 34 . 00
45 To claim more than two credits. See instructions. Attach Schedule P (540) 45 . 00
Special Credits
47 Add line 40 through line 46. These are your total credits 47 0 . 00
48 Subtract line 47 from line 35. If less than zero, enter -0- 48 0 . 00
64 Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions 64 116 . 00
65 Add line 48, line 61, line 62, line 63, and line 64. This is your total tax 65 116 . 00
If line 91 is zero, check if: X No use tax is owed. You paid your use tax obligation directly to CDTFA.
92 If you and your household had full-year health care coverage, check the box.
X
Penalty
93 Payments balance. If line 78 is more than line 91, subtract line 91 from line 78 93 759 . 00
94 Use Tax balance. If line 91 is more than line 78, subtract line 78 from line 91 94 . 00
95 Payments after Individual Shared Responsibility Penalty. If line 93 is more than line 92,
subtract line 92 from line 93 95 759 . 00
96 Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then
subtract line 93 from line 92 96 . 00
97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95 97 643 . 00
99 Overpaid tax available this year. Subtract line 98 from line 97 99 643 . 00
100 Tax due. If line 95 is less than line 65, subtract line 95 from line 65 100 . 00
Code Amount
Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund 401 . 00
Rare and Endangered Species Preservation Voluntary Tax Contribution Program 403 . 00
California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund 408 . 00
School Supplies for Homeless Children Voluntary Tax Contribution Fund 422 . 00
Protect Our Coast and Oceans Voluntary Tax Contribution Fund 424 . 00
Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund 431 . 00
California Community and Neighborhood Tree Voluntary Tax Contribution Fund 446 . 00
110 Add code 400 through code 446. This is your total contribution 110 . 00
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.
Amount
Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001 111 0 . 00
Pay Online – Go to ftb.ca.gov/pay for more information.
112 Interest, late return penalties, and late payment penalties 112 . 00
Interest and
Penalties
Check the box: FTB 5805 attached FTB 5805F attached 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 115 643 . 00
Refund and Direct Deposit
Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a deposit slip.
See instructions. Have you verified the routing and account numbers? Use whole dollars only.
All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:
Type
The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
Type
Routing number Account number 117 Direct deposit amount
Checking
. 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/forms 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 by mail, 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 Spouse's/RDP's signature (if a joint tax return, both must sign)
Your email address. Enter only one email address. Preferred phone number
619-753-0833
Sign
Paid preparer's signature (declaration of preparer is based on all information of which preparer has any knowledge)
Here
VICENTE A LOBEDERIO
It is unlawful
to forge a Firm's name (or yours, if self-employed) PTIN
spouse's/
RDP's VICENTE A. LOBEDERIO JR P00752775
signature.
Firm's address Firm's FEIN
Joint tax
return? 7442 GRIBBLE ST SAN DIEGO, CA 92114
(See
instructions) Do you want to allow another person to discuss this tax return with us? See instructions X Yes No
W-2 Information
a. Employee’s social security number* c. Employer's name
RENATO L MARMITO
f. Employee's address*
2235 E 12TH ST
City* State* ZIP code*
1.
28,274 4.
1,753 8.
Federal income tax withheld Medicare tax withheld Dependent care benefits
3. 28,274 7. 11.
12a. 12c.
12b. 12d.
13. Check the appropriate box for: Statutory employee, Retirement plan, or Third-party sick pay
14. SDI, VPDI, or CA SDI (from federal Form W-2, box 14 or 19)
Type Amount 16. State wages, tips, etc.
28,274
CA CA 250-2399-5 325
W-2 Information
a. Employee’s social security number* c. Employer's name
POMONA CA 91768
e. Employee’s first name* Initial* Last name* Suffix*
RENATO L MARMITO
f. Employee's address*
2235 E 12TH ST
City* State* ZIP code*
1.
27,024 4.
1,676 8.
Federal income tax withheld Medicare tax withheld Dependent care benefits
3. 27,024 7. 11.
12a. 12c.
12b. 12d.
13. Check the appropriate box for: Statutory employee, Retirement plan, or Third-party sick pay
14. SDI, VPDI, or CA SDI (from federal Form W-2, box 14 or 19)
Type Amount 16. State wages, tips, etc.
27,024
CA 365-7593 4 434
W-2 Information
a. Employee’s social security number* c. Employer's name
BENTONVILLE AR 72716-0135
e. Employee’s first name* Initial* Last name* Suffix*
LEONILA S MARMITO
f. Employee's address*
2235 E 12TH ST
City* State* ZIP code*
1.
34 4.
2 8.
Federal income tax withheld Medicare tax withheld Dependent care benefits
2. 6. 1 10.
3. 34 7. 11.
12a. 12c.
12b. 12d.
13. Check the appropriate box for: Statutory employee, Retirement plan, or Third-party sick pay
14. SDI, VPDI, or CA SDI (from federal Form W-2, box 14 or 19)
Type Amount 16. State wages, tips, etc.
CA SDI 34
CA 427 5978 7
1 Applicable household size. Enter your applicable household size. See instructions 1 4
2a Modified AGI. Enter your modified AGI. See instructions 2a 55,348
b Enter the total of your dependents’ modified AGI. See instructions 2b
3 Household income. Add the amounts on lines 2a and 2b. See instructions 3 55,348
4 Federal poverty line. Enter the federal poverty line amount from Table 1-1. See instructions 4 26,200
5 Household income as a percentage of federal poverty line. See instructions 5 211.00%
6
X No. Continue to line 7.
Yes. You are not eligible to take the PAS. If advance payment of the PAS was made,
see the instructions for how to report your excess advance PAS repayment amount.
7 CA applicable figure. Using your line 5 percentage, locate your "CA applicable figure" from Table 2. See instructions 7 0.06583
8a Annual contribution amount. Multiply line 3 by line 7. Round to nearest whole dollar amount 8a 3,644
b Monthly contribution amount. Divide line 8a by 12. Round to nearest whole dollar amount 8b 304
Part II Premium Assistance Subsidy Claim and Reconciliation of Advance Payment of Premium Assistance Subsidy
9 Are you allocating policy amounts with another taxpayer or do you want to use the alternative calculation for year of marriage (see instructions)?
Yes. Skip to Part IV, Allocation of Policy Amounts, or Part V, Alternative Calculation X No. Continue to line 10.
for Year of Marriage.
10 See the instructions to determine whether you should check the “Yes” box or “No” box, and then proceed as directed.
Yes. Continue to line 11. Compute your annual PAS. Then skip lines 12 through 23 X No. Continue to lines 12 through 23. Compute
and continue to line 24. your monthly PAS and continue to line 24.
(a) (b) (c) (d) (e) (f) (g)
Annual
Calculation
11 Annual Totals
(a) (b) (c) (d) (e) (f) (g)
Monthly
Calculation
For Privacy Notice, get FTB 1131 EN-SP. 031 8671214 FTB 3849 2021 Side 1
24 Total PAS. Enter the amount from line 11(f) or add lines 12(f) through 23(f) and enter the total here 24
25 Advance payment of PAS. Enter the amount from line 11(g) or add lines 12(g) through 23(g) and enter the total here 25 116
26 Net PAS. If line 24 is greater than line 25, subtract line 25 from line 24. Enter the difference here and on Form 540, line 77, or
Form 540NR, line 87. If line 24 equals line 25, enter -0-. Stop here.
If line 25 is greater than line 24, leave this line blank and continue to line 27 26
Part III Repayment of Excess Advance Payment of the Premium Assistance Subsidy
27 Excess advance payment of PAS. If line 25 is greater than line 24, subtract line 24 from line 25. Enter the difference here 27 116
28 Repayment limitation. See instructions 28 1,550
Check this box if the "Repayment cap may not apply" box on form FTB 3895 is also checked.
29 Excess PAS repayment. Enter the smaller of line 27 or line 28 here and on Form 540, line 64,
or Form 540NR, line 74 29 116
Part IV Allocation of Policy Amounts
Complete the following information for up to four policy amount allocations. See instructions for allocation details.
Allocation 1
30 (a) (b) (c) (d)
Market-assigned policy number (Form FTB 3895) SSN or ITIN of other taxpayer Allocation start month Allocation stop month
Allocation 2
31 (a) (b) (c) (d)
Market-assigned policy number (Form FTB 3895) SSN or ITIN of other taxpayer Allocation start month Allocation stop month
Allocation 3
32 (a) (b) (c) (d)
Market-assigned policy number (Form FTB 3895) SSN or ITIN of other taxpayer Allocation start month Allocation stop month
Allocation 4
33 (a) (b) (c) (d)
Market-assigned policy number (Form FTB 3895) SSN or ITIN of other taxpayer Allocation start month Allocation stop month
0
(a) (b) (c) (d)
Alternative entries for your Alternative household size Alternative monthly contribution amount Alternative start month Alternative stop month
36 spouse/ RDP
0
I will enter my PIN as my signature on my 2021 e-filed California individual income tax return. Check this box only if you are entering your own PIN and
your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Your signature Date
I will enter my PIN as my signature on my 2021 e-filed California individual income tax return. Check this box only if you are entering your own PIN
and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Spouse's/RDP's signature Date
For Privacy Notice, get FTB 1131 EN-SP. FTB 8879 2021
031 DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR FORM
I will enter my PIN as my signature on my 2021 e-filed California individual income tax return. Check this box only if you are entering your own PIN and
your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Your signature Date
I will enter my PIN as my signature on my 2021 e-filed California individual income tax return. Check this box only if you are entering your own PIN
and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Spouse's/RDP's signature Date
For Privacy Notice, get FTB 1131 EN-SP. FTB 8879 2021