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Alvaro Navarro 2020

The document is a 2020 U.S. Individual Income Tax Return (Form 1040) for an individual named Alvaro Navarro, who filed as single. It includes details about his income, deductions, tax calculations, and refund information, indicating a total income of $17,546 and a refund of $1,546. The form also addresses eligibility for the Recovery Rebate Credit and provides information about the taxpayer's financial situation for the year 2020.

Uploaded by

The Shrock
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© © All Rights Reserved
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Available Formats
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0% found this document useful (0 votes)
100 views18 pages

Alvaro Navarro 2020

The document is a 2020 U.S. Individual Income Tax Return (Form 1040) for an individual named Alvaro Navarro, who filed as single. It includes details about his income, deductions, tax calculations, and refund information, indicating a total income of $17,546 and a refund of $1,546. The form also addresses eligibility for the Recovery Rebate Credit and provides information about the taxpayer's financial situation for the year 2020.

Uploaded by

The Shrock
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

1040 U.S.

IndividualIncome Tax Return 2020


Department ofthe Treasury—InternalRevenue Service (99)
Form

OMB No.1545-0074 IRS Use Only—Do not write or staple in this space.

F ilin g Sta tu s ✘ Single Married filing jointly Married filing separately (MFS) Head ofhousehold (HOH) Qualifying widow(er)(QW)
Check only Ifyou checked the MFS box,enter the name ofyour spouse.Ifyou checked the HOH or QW box,enter the child’s name ifthe qualifying
one box.
person is a child but not your dependent ▶
Your firstname and middle initial Lastname Yo u r s o c ia l s e c u rity n u mb e r
Alvaro Navarro 5 5 5 5 5 0 0 0 6

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Ifjointreturn,spouse’s firstname and middle initial Lastname Sp o u s e ’s s o c ia l s e c u r ity n u mb e r

Home address (number and street).Ifyou have a P.O.box,see instructions. Apt.no. Pr e s id e n tia l Ele c tio n Ca mp a ig n
3657 E 55th St Check here if you,or your

Fi
spouse if filing jointly,want $3
City,town,or postoffice.Ifyou have a foreign address,also complete spaces below. State ZIP code
to go to this fund.Checking a
Maywood CA 90270 box below willnot change
Foreign country name Foreign province/state/county Foreign postalcode your tax or refund.
Yo u Sp o u s e

ot
At any time during 2020,did you receive,sell,send,exchange,or otherwise acquire any financialinterest in any virtualcurrency? Ye s ✘ No

Sta n d a r d So me o n e c a n c la im: You as a dependent Your spouse as a dependent


De d u c tio n Spouse itemizes on a separate return or you were a dual-status alien

N
Ag e /Blin d n e s s Yo u : Were born before January 2,1956 Are blind Sp o u s e : Was born before January 2,1956 Is blind
De p e n d e n ts (see instructions): (2 ) Socialsecurity (3 ) Relationship (4 ) ✔ ifqualifies for (see instructions):
(1 ) Firstname Lastname number to you Child tax credit Credit for other dependents
Ifmore
than four
dependents,
see instructions
and check
o
D
here ▶
1 Wages,salaries,tips,etc.Attach Form(s)W-2 . . . . . . . . . . . . . . . . 1 17,546
Attach 2a Tax-exempt interest . . . 2a 2b
b Taxable interest . . . . .
Sch.B if
3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
l-

required.
4a IRA distributions . . . . 4a 0 b Taxable amount . . . . . . 4b 0
5a Pensions and annuities . . 5a 0 b Taxable amount . . . . . . 5b 0
Sta n d a r d 6a Socialsecurity benefits . . 6a 0 b Taxable amount . . . . . . 6b 0
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De d u c tio n fo r —
7 Capitalgain or (loss).Attach Schedule D ifrequired.Ifnot required,check here . . . . ▶ 7 0
• Single or
Married filing 8 Other income from Schedule 1,line 9 . . . . . . . . . . . . . . . . . . . 8 0
separately,
$12,400 9 Add lines 1,2b,3b,4b,5b,6b,7,and 8.This is your to ta l in c o me . . . . . . . . . ▶ 9 17,546
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• Married filing 10 Adjustments to income:


jointly or
Qualifying a From Schedule 1,line 22 . . . . . . . . . . . . . . 10a 0
widow(er),
$24,800
b Charitable contributions ifyou take the standard deduction.See instructions 10b
• Head of c Add lines 10a and 10b.These are your to ta l a d ju s tme n ts to in c o me . . . . . . . . ▶ 10c 0
household,
$18,650 11 Subtract line 10c from line 9.This is your a d ju s te d g r o s s in c o me . . . . . . . . . ▶ 11 17,546
ee

• Ifyou checked 12 Sta n d a r d d e d u c tio n o r ite miz e d d e d u c tio n s (from Schedule A) . . . . . . . . . . 12 12,400
any box under
Sta n da rd 13 Qualified business income deduction.Attach Form 8995 or Form 8995-A . . . . . . . . 13 0
De du c tio n ,
see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 12400
15 T a x a b le in c o me . Subtract line 14 from line 11.Ifzero or less,enter -0- . . . . . . . . . 15 5,146
1040
Fr

F o r Dis c lo s u re , Priv a c y Ac t, a n d Pa p e rwo rk Re d u c tio n Ac t No tic e , s e e s e p a ra te in s tru c tio n s . Cat.No.11320B Form (2020)
Form 1040 (2020) Page 2
16 T a x (see instructions).Check ifany from Form(s): 1 8814 2 4972 3 . . 16 513
17 Amount from Schedule 2,line 3 . . . . . . . . . . . . . . . . . . . . 17 0
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 513
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . 19 0
20 Amount from Schedule 3,line 7 . . . . . . . . . . . . . . . . . . . . 20 0
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21 0
22 Subtract line 21 from line 18.Ifzero or less,enter -0- . . . . . . . . . . . . . . 22 513
23 Other taxes,including self-employment tax,from Schedule 2,line 10 . . . . . . . . . 23 0

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24 Add lines 22 and 23.This is your to ta l ta x . . . . . . . . . . . . . . . . ▶ 24 513
25 Federalincome tax withheld from:
a Form(s)W-2 . . . . . . . . . . . . . . . . . . 25a 859

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b Form(s)1099 . . . . . . . . . . . . . . . . . . 25b 0
c Other forms (see instructions) . . . . . . . . . . . . . 25c 0
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 859

• Ifyou have a 26 2020 estimated tax payments and amount applied from 2019 return . . . . . . . . . . 26
qualifying child, 2 7 Earned income credit (EIC) . . . . . . . . . . .0 . . . 27

ot
0
attach Sch.EIC.
• Ifyou have 28 Additionalchild tax credit.Attach Schedule 8812 . . . . . 0. . 28 0
nontaxable 29 American opportunity credit from Form 8863,line 8 . . . . . . . 29 0
combatpay,
see instructions. 3 0 Recovery rebate credit.See instructions . . . . . . . . . . 30 1200

N
31 Amount from Schedule 3,line 13 . . . . . . . . . . . . 31 0
32 Add lines 27 through 31.These are your to ta l o th e r p a y me n ts a n d r e fu n d a b le c r e d its . . . ▶ 32 1,200
33 Add lines 25d,26,and 32.These are your to ta l p a y me n ts . . . . . .0 . . . . . ▶ 33 2,059
34 Ifline 33 is more than line 24,subtract line 24 from line 33.This is the amount you o v e r p a id . . 34 1,546
Re fu n d
Direct deposit?
35a
▶b
See instructions. ▶
Routing number o
Amount ofline 34 you want r e fu n d e d to y o u . IfForm 8888 is attached,check here . . . ▶
▶ c Type: Checking Savings
35a 1,546
D
d Accountnumber
36 Amount ofline 34 you want a p p lie d to y o u r 2 0 2 1 e s tima te d ta x . . ▶ 36
Amo u n t 37 Subtract line 33 from line 24.This is the a mo u n t y o u o we n o w . . . . . . . . . . ▶ 37 0
Yo u Owe No te : Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
l-

For details on 2020.See Schedule 3,line 12e,and its instructions for details.
how to pay,see
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . ▶ 38 0
T h ir d Pa r ty Do you want to allow another person to discuss this return with the IRS? See
De s ig n e e instructions . . . . . . . . . . . . . . . . . . . . ▶ Ye s . Complete below. ✘ No
ia

Designee’s Phone Personalidentification


name ▶ no. ▶ number (PIN) ▶

Sig n 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
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belief,they are true,correct,and complete.Declaration of preparer (other than taxpayer)is based on allinformation of which preparer has any knowledge.
He r e Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN,enter it here

Joint return? Labor (see inst.)▶


See instructions. Spouse’s signature.Ifa jointreturn,b o th mustsign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN,enter it here
ee

your records. (see inst.)▶

Phone no. Emailaddress


Preparer’s name Preparer’s signature Date PTIN Check if:
Pa id Martin Camilo Ortegon 05/02/2025 P00000000 Self-employed
Pr e p a r e r
Fr

Firm’s name ▶ Martin Ortegon Phone no. (954)410-7320


Us e On ly Firm’s address ▶ Firm’s EIN ▶
820 Northeast 59th Street Fort Lauderdale FL 33334
Go to www.irs .g o v /F o rm1 0 4 0 for instructions and the latestinformation. Form 1040 (2020)
Recovery Rebate Credit Worksheet—Line 30
Before you begin: See the instructions for line 30 to find out if you can take this credit and for definitions and other information
needed to fill out this worksheet.
If you received Notice 1444 and Notice 1444-B, have them available.
Don’t include on line 16 or 19 any amount you received but later returned to the IRS.
1. Can you be claimed as a dependent on another person's 2020 return? If filing a joint return, go to line 2.
✘ No. Go to line 2.
You can't take the credit. Don’t complete the rest of this

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Yes. worksheet and don’t enter any amount on line 30.
2. Does your 2020 return include a valid social security number (defined under Valid social security number, earlier)
for you and, if filing a joint return, your spouse?
✘ Yes. Skip lines 3 and 4, and go to line 5.

Fi
No. If you are filing a joint return, go to line 3.
If you aren't filing a joint return, you can’t take the credit.
Don’t complete the rest of this worksheet and don’t enter any
amount on line 30.

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3. Was at least one of you a member of the U.S. Armed Forces at any time during 2020, and does at least one of you
have a valid social security number (defined under Valid social security number, earlier)?
Yes. Your credit is not limited. Go to line 5.
No. Go to line 4.

N
4. Does one of you have a valid social security number (defined under Valid social security number, earlier)?
Yes. Your credit is limited. Go to line 5.
You can’t take the credit. Don’t complete the rest of this
No. worksheet and don’t enter any amount on line 30.
5.
o
If your EIP 1 was $1,200 ($2,400 if married filing jointly) plus $500 for each qualifying child you had in 2020,
skip lines 5 and 6, enter zero on lines 7 and 16, and go to line 8. Otherwise, enter:
• $1,200 if single, head of household, married filing separately, qualifying widow(er), or if married filing
D
jointly and you answered “Yes” to question 4, or
• $2,400 if married filing jointly and you answered “Yes” to question 2 or 3. . . . . . . . . . . . . . . . . . . . . . . . . . 5. 1200
6. Multiply $500 by the number of qualifying children under age 17 at the end of 2020 listed in the Dependents
section on page 1 of Form 1040 or 1040-SR for whom you either checked the “Child tax credit” box or entered an
adoption taxpayer identification number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. 0
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7. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. 1200


8. If your EIP 2 was $600 ($1,200 if married filing jointly) plus $600 for each qualifying child you had in 2020, skip
lines 8 and 9, enter zero on lines 10 and 19, and go to line 11. Otherwise, enter:
• $600 if single, head of household, married filing separately, qualifying widow(er), or if married filing
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jointly and you answered “Yes” to question 4, or


• $1,200 if married filing jointly and you answered “Yes” to question 2 or 3. . . . . . . . . . . . . . . . . . . . . . . . . . 8. 600
9. Multiply $600 by the number of qualifying children under age 17 at the end of 2020 listed in the Dependents
section on page 1 of Form 1040 or 1040-SR for whom you either checked the “Child tax credit” box or entered an
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adoption taxpayer identification number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. 0

10. Add lines 8 and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 600

11. Enter the amount from line 11 of Form 1040 or 1040-SR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 17546
12. Enter the amount shown below for your filing status:
• $150,000 if married filing jointly or qualifying widow(er)
ee

• $112,500 if head of household ............................. 12. 75000


• $75,000 if single or married filing separately
13. Is the amount on line 11 more than the amount on line 12?
✘ No.
Skip line 14. Enter the amount from line 7 on line 15 and the
amount from line 10 on line 18.
Fr

Yes. Subtract line 12 from line 11. 13. 0


14. Multiply line 13 by 5% (0.05) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14. 0
15. Subtract line 14 from line 7. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 1200
16. Enter the amount, if any, of EIP 1 that was issued to you (before offset for any past-due child support payment).
You may refer to Notice 1444 or your tax account information at IRS.gov/Account for the amount to
enter here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16. 0
17. Subtract line 16 from line 15. If zero or less, enter -0-. If line 16 is more than line 15, you don’t have to pay back
the difference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17. 1200
18. Subtract line 14 from line 10. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18. 600
19. Enter the amount, if any, of EIP 2 that was issued to you. You may refer to Notice 1444-B or your tax account
information at IRS.gov/Account for the amount to enter here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 600
20. Subtract line 19 from line 18. If zero or less, enter -0-. If line 19 is more than line 18, you don’t have to pay back
the difference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20. 0
21. Recovery rebate credit. Add lines 17 and 20. Enter the result here and, if more than zero, on line 30 of Form
1040 or 1040-SR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21. 1200

-59- Need more information or forms? Visit IRS.gov.


Consent to Disclose Personal Tax Return Information
Federal Disclosure:
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose
your tax return information to third parties for purposes other than the preparation and filing of your tax
return without your consent. If you consent to the disclosure of your tax return information, Federal law may
not protect your tax return information from further use or distribution.
You are not required to complete this form to engage our tax return preparation services. If we obtain

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your signature on this form by conditioning our tax return preparation services on your consent, your consent
will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the
amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for

Fi
one year from the date of signature.
Defined Terms:

"Tax Preparer": Martin Camilo Ortegon

ot
Address: 820 Northeast 59th Street
Fort Lauderdale FL 33334
"Taxpayer #1": Alvaro Navarro

N
"Taxpayer #2":
Address: 3657 E 55th St
Maywood CA 90270
"Taxpayer": Alvaro Navarro
"Personal Information" 3657 E 55th St
"PIN": o Maywood CA 90270
D
"Disclosure":

"Purpose":
l-
ia

CONSENT GRANTED

I/we, the Taxpayer, have read the above information. By typing in my/our taxpayer PIN(s), I/we hereby
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consent to the Disclosure for the Purpose stated above.

Taxpayer #1 PIN: PIN Entered Date:


Taxpayer #2 PIN: PIN Entered Date:
ee

Duration of Consent: 3 years


LIMITATION ON DISCLOSURE
I/we do not wish to limit the scope of the Disclosure of the Personal Information unless I/we mark the
box and list the limitations below.
Fr

Tax Return Disclosure Limitation:

CONSENT DENIED

I/we, the Taxpayer, have read the above information, and by typing in my/our taxpayer PIN(s) hereby
DENY consent to the Use of the Personal Information for the Purpose stated above.
Taxpayer #1 PIN: PIN Entered Date:
Taxpayer #2 PIN: PIN Entered Date:
If you believe your tax return information has been disclosed or used improperly in a manner unauthorized
by law or without your permission, you may contact the Treasury Inspector General for Tax Administration
(TIGTA) by telephone at 1-800-366-4484, or by email at [email protected].

* In accordance with Federal Law and Internal Revenue Code Section 7216, the term 'Tax Preparer' shall mean the ERO of this
electronically filed return even though it may have been prepared by someone other than the ERO.
Consent to Use Personal Tax Return Information
Federal Disclosure:

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your
tax return information for purposes other than the preparation and filing of your tax return without your
consent.

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You are not required to complete this form to engage our tax return preparation services. If we obtain
your signature on this form by conditioning our tax return preparation services on your consent, your consent
will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the

Fi
duration of your consent, your consent is valid for one year from the date of signature.

Defined Terms:

"Tax Preparer": Martin Camilo Ortegon

ot
Address: 820 Northeast 59th Street
Fort Lauderdale FL 33334
"Taxpayer #1": Alvaro Navarro

N
"Taxpayer #2":
Address: 3657 E 55th St
Maywood CA 90270
"Taxpayer": Alvaro Navarro
"Personal Information" 3657 E 55th St
"PIN": o Maywood CA 90270
D
"Use":

"Purpose":
l-

CONSENT GRANTED
ia

I/we, the Taxpayer, have read the above information and by typing in my/our taxpayer PIN(s) hereby
consent to Tax Preparer's Use of the Personal Information for the Purpose stated above.
Tr

Taxpayer #1 PIN: PIN Entered Date:


Taxpayer #2 PIN: PIN Entered Date:
Duration of Consent: 1 year

CONSENT DENIED
ee

I/we, the Taxpayer, have read the above information, and by typing in my/our taxpayer PIN(s) hereby
DENY consent to the Use of the Personal Information for the Purpose stated above.
Fr

Taxpayer #1 PIN: PIN Entered Date:


Taxpayer #2 PIN: PIN Entered Date:

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized
by law or without your permission, you may contact the Treasury Inspector General for Tax Administration
(TIGTA) by telephone at 1-800-366-4484, or by email at [email protected].

* In accordance with Federal Law and Internal Revenue Code Section 7216, the term 'Tax Preparer' shall mean the ERO of this
electronically filed return even though it may have been prepared by someone other than the ERO.
Form 8948
(Rev. September 2018)
Preparer Explanation for Not Filing Electronically OMB No. 1545-2200

Department of the Treasury ▶ Go to www.irs.gov/Form8948 for instructions and the latest information. Attachment
Internal Revenue Service Sequence No. 173
Name(s) on tax return Tax year of return Taxpayer’s identifying number
Alvaro Navarro 2020 555-55-0006
Preparer’s name Preparer Tax Identification Number (PTIN)
Martin Camilo Ortegon P00000000

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Three out of four taxpayers now use IRS e-file. Go to www.irs.gov/efile for details on using IRS e-file. The benefits of
electronic filing include the following.

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• Faster refunds • Secure transmissions • E-payment options
• More accurate returns • Easier filing method • Receipt acknowledged

Check the applicable box to indicate the reason this return is not being filed electronically. Do not check more than one box.

ot
1 Taxpayer chose to file this return on paper.

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2 The preparer received a waiver from the requirement to electronically file the tax return.

Waiver Reference Number Approval Letter Date

3
o
The preparer is a member of a recognized religious group that is conscientiously opposed to filing electronically.
D
4 This return was rejected by IRS e-file and the reject condition could not be resolved.

Reject code: Number of attempts to resolve reject:


l-

5 The preparer’s e-file software package does not support Form or Schedule
attached to this return.
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6 Check the box that applies and provide additional information if requested.

a The preparer is ineligible to file electronically because IRS e-file does not accept foreign preparers without social security
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numbers who live and work abroad.

b The preparer is ineligible to participate in IRS e-file.

c Other: Describe below the circumstances that prevented the preparer from filing this return electronically.
ee
Fr

For Paperwork Reduction Act Notice, see instructions. Cat. No. 37766D Form 8948 (Rev. 9-2018)
a Employee’s social security number Safe, accurate, Visit the IRS website at
5 5 5 - 5 5 - 0 0 0 6 OMB No. 1545-0008 FAST! Use www.irs.gov/efile

b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld
8 2 1 5 7 8 1 5 5 ELEC 12,418 614
c Employer’s name, address, and ZIP code 3 Social security wages 4 Social security tax withheld
Electronica centauro 12,418 770
5 Medicare wages and tips 6 Medicare tax withheld
789 main St 12,418 180

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Long Beach 7 Social security tips 8 Allocated tips
CA 90806

d Control number 9 10 Dependent care benefits

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e Employee’s first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box 12
C
o
Alvaro Navarro d
e

13 Statutory Retirement Third-party 12b


employee plan sick pay C
o

ot
d
e

3657 E 55th St 14 Other 12c


C
o
d
e
MAYWOOD CA 90270
12d
C

N
o
d
e

f Employee’s address and ZIP code


15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
CA 7845178 12,418 87

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D
Form W-2 Wage and Tax Statement
Copy B—To Be Filed With Employee’s FEDERAL Tax Return.
2020 Department of the Treasury—Internal Revenue Service

This information is being furnished to the Internal Revenue Service.


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ia
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ee
Fr
a Employee’s social security number Safe, accurate, Visit the IRS website at
5 5 5 - 5 5 - 0 0 0 6 OMB No. 1545-0008 FAST! Use www.irs.gov/efile

b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld
8 2 1 4 4 5 1 8 7 TORT 5,128 245
c Employer’s name, address, and ZIP code 3 Social security wages 4 Social security tax withheld
Tortilleria ACME 5,128 318
5 Medicare wages and tips 6 Medicare tax withheld
456 Any St 5,128 74

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Long Beach 7 Social security tips 8 Allocated tips
CA 90806

d Control number 9 10 Dependent care benefits

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e Employee’s first name and initial Last name Suff. 11 Nonqualified plans 12a See instructions for box 12
C
o
Alvaro Navarro d
e

13 Statutory Retirement Third-party 12b


employee plan sick pay C
o

ot
d
e

3657 E 55th St 14 Other 12c


C
o
d
e
MAYWOOD CA 90270
12d
C

N
o
d
e

f Employee’s address and ZIP code


15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
CA 14421154878 5,128 34

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D
Form W-2 Wage and Tax Statement
Copy B—To Be Filed With Employee’s FEDERAL Tax Return.
2020 Department of the Treasury—Internal Revenue Service

This information is being furnished to the Internal Revenue Service.


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ee
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Federal and Resident State ca

Taxpayer/

17,546 0

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0 0

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0 0

5. Allocated tips 0 0
0 0

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7. Additional income on W-2 0

0 0

8a. Tax exempt interest 0 0

N
9a. Exempt interest dividends 0 0

9b. Qualified dividends 0

o 0
0
D
12. Business income or loss 0 0

13. Capital gain or loss 0

14. Other gains 0


l-

15. Taxable IRA amount 0 0

15a. IRA distributions 0 0


ia

16. Taxable pensions and annuities 0 0

16a. Pensions and annuities 0 0

17. Rental real estate, royalties 0


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17a. Partnerships and S corporations 0

17b. Estates and trusts 0


0 0
ee

0 0
0 0

20a. Social security benefits received 0 0

21. Other income 0 0


Fr

0 0

21b. NOL loss carryover 0 0

22. Total income 17,546 0

23. Educator expenses 0 0

24. Certain business expenses of reservists, performing artists, fee basis


0 0
0 0
0 0
0 0
27. One half of self-employment taxes
0 0
28. Self-employed SEP, simple, and qualified plans

le
0 0
29. Self-employed health insurance deduction
0 0

Fi
0

0 0
32. IRA deduction
0

0
34. Tuition and fees deduction

ot
0

36a. Other adjustments 0

N
0
0 0

36. Total adjustments


37. Adjusted gross income o 0
17,546 0
0
D
38. Taxable income 5,146
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ia
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ee
Fr
TAXABLE YEAR FORM

2020 California Resident Income Tax Return 540


DO NOT ATTACH FEDERALRETURN

555-55-0006 NAVA 20
ALVARO NAVARRO

le
3657 E 55TH ST
MAYWOOD CA 90270

Fi
01-01-1995

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Enter your county at time of filing (see instructions)
Principal Residence

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If your address above is the same as your principal/physical residence address at the time of filing, check this box. . .
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.
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3657 E 55TH ST
City State ZIP code
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MAYWOOD CA 90270

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

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


ee
Filing Status

2 Married/RDP filing jointly. See inst. 5 Qualifying widow(er). Enter year spouse/RDP died.

See instructions.
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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 1 X $124 =  $ 124
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1;
if both are visually impaired, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 0 X $124 = $ 0
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1;
if both are 65 or older, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . •9 0 X $124 = $ 0

201 3101204 Form 540 2020 Side 1


Your name: ALVARO NAVARRO Your SSN or ITIN: 555550006
10 Dependents: Do not include yourself or your spouse/RDP.
Dependent 1 Dependent 2 Dependent 3
First Name

Last Name
Exemptions

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SSN. See
instructions. • • •
Dependent’s

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relationship
to you

Total dependent exemptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 10 0 X $383 = $ 0

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11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . . . . . . . . . . . . 11 $ 124

12 State wages from your federal


Form(s) W-2, box 16 . . . . . . . . . . . . . . . . . . . . . . . • 12
17546 . 00

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13 Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 . . . . . . . . 13
17546 . 00
14 California adjustments – subtractions. Enter the amount from Schedule CA (540),
Part I, line 23, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 14
0 . 00
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses.
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See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
17546 . 00
Taxable Income

D
16 California adjustments – additions. Enter the amount from Schedule CA (540),
Part I, line 23, column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 16
0 . 00

• 17546 . 00

{ {
17 California adjusted gross income. Combine line 15 and line 16 . . . . . . . . . . . . . . . . . . . . . . . 17
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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:
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• Single or Married/RDP filing separately. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,601


• Married/RDP filing jointly, Head of household, or Qualifying widow(er). . . . . $9,202
If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions • 18
4601 . 00
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19 Subtract line 18 from line 17. This is your taxable income.


If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
12945 . 00


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

• FTB 3800 • FTB 3803. . . . . . . . . . . . . . . . . • 31 169 . 00


32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than
$203,341, see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
124 . 00
Tax
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33 Subtract line 32 from line 31. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
45 . 00

Tax. See instructions. Check the box if from: • • •


34 Schedule G-1 FTB 5870A . . 34
0 . 00

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


45 . 00

• . 00
Special Credits

40 Nonrefundable Child and Dependent Care Expenses Credit. See instructions. . . . . . . . . . . . . 40 0

43 Enter credit name code • and amount . . . • 43 0 . 00

44 Enter credit name code • and amount . . . • 44 0 . 00

Side 2 Form 540 2020 201 3102204


Your name:
ALVARO NAVARRO Your SSN or ITIN:
555550006

45 To claim more than two credits. See instructions. Attach Schedule P (540) . . . . . . . . . . . . . • 45
0 . 00
Special Credits

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

47 Add line 40 through line 46. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
0 . 00

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48 Subtract line 47 from line 35. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 45 . 00

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61 Alternative Minimum Tax. Attach Schedule P (540) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 61 0 . 00

62 Mental Health Services Tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 62 0 . 00


Other Taxes

ot
63 Other taxes and credit recapture. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 63 0 . 00

64 Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions. . . . . . . • 64 0 . 00

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65 Add line 48, line 61, line 62, line 63, and line 64. This is your total tax . . . . . . . . . . . . . . . . . • 65 45 . 00

71
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California income tax withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 71
121 . 00
D
72 2020 CA estimated tax and other payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . • 72 . 00

73 Withholding (Form 592-B and/or 593). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 73 0 . 00


l-
Payments

74 Excess SDI (or VPDI) withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 74 0 . 00

75 Earned Income Tax Credit (EITC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 75 0 . 00


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76 Young Child Tax Credit (YCTC). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 76


0 . 00

• 0 . 00
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77 Net Premium Assistance Subsidy (PAS). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . 77


78 Add line 71 through line 77. These are your total payments.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
121 . 00

• 0 . 00
Use Tax

ee

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

If line 91 is zero, check if: ✘ No use tax is owed. You paid your use tax obligation directly to CDTFA.
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• 0 . 00
Penalty

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


ISR

• ✘ Full-year health care coverage.


Overpaid Tax/Tax Due

93 Payments balance. If line 78 is more than line 91, subtract line 91 from line 78 . . . . . . . . . . 93 121 . 00

94 Use Tax balance. If line 91 is more than line 78, subtract line 78 from line 91 . . . . . . . . . . . 94 0 . 00
95 Payments after Individual Shared Responsibility Penalty. If line 93 is more than line 92,
subtract line 92 from line 93. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 121 . 00
96 Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then
subtract line 93 from line 92. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
0 . 00

201 3103204 Form 540 2020 Side 3


Your name:
ALVARO NAVARRO Your SSN or ITIN:
555550006
Overpaid Tax/Tax Due

97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95 . . . . . . . . . . . . . . 97
76 . 00

98 Amount of line 97 you want applied to your 2021 estimated tax . . . . . . . . . . . . . . . . . . . . . . • 98 . 00

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99 Overpaid tax available this year. Subtract line 98 from line 97 . . . . . . . . . . . . . . . . . . . . . . . . • 99 76 . 00

100 Tax due. If line 95 is less than line 65, subtract line 95 from line 65 . . . . . . . . . . . . . . . . . . . 100 0 . 00

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Code Amount

California Seniors Special Fund. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 400 . 00

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Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund . . . . . . . . . . . . • 401 . 00

Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . . . . . . . . • 403 . 00

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California Breast Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . • 405 . 00

California Firefighters’ Memorial Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . • 406 . 00


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Emergency Food for Families Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . • 407 . 00
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California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund . . . . . . . . . . • 408 . 00

California Sea Otter Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 410 . 00


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California Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . • 413 . 00


Contributions


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School Supplies for Homeless Children Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422 . 00

State Parks Protection Fund/Parks Pass Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 423 . 00


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Protect Our Coast and Oceans Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . • 424 . 00

Keep Arts in Schools Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 425 . 00

• . 00
ee

Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund . . . . . . . . 431

California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . • 438 . 00

Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . • 439 . 00


Fr

Rape Kit Backlog Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 440 . 00

Schools Not Prisons Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 443 . 00

Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 444 . 00

110 Add code 400 through code 444. This is your total contribution . . . . . . . . . . . . . . . . . . . . . . • 110
0 . 00

Side 4 Form 540 2020 201 3104204


Your name:
ALVARO NAVARRO Your SSN or ITIN:
555550006
You Owe

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.

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112 Interest, late return penalties, and late payment penalties . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 . 00
Interest and
Penalties

113 Underpayment of estimated tax.

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Check the box: • FTB 5805 attached • FTB 5805F attached . . . . . . . . . . . • 113
0 . 00

114 Total amount due. See instructions. Enclose, but do not staple, any payment . . . . . . . . . . . . 114
0 . 00

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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 76 . 00

N
Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a deposit slip.
Refund and Direct Deposit

See instructions. Have you verified the routing and account numbers? Use whole dollars only.
All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:
• Type
• Routing number Checking • Account number o • 116 Direct deposit amount
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0 . 00
Savings

The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
• Type
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• Routing number Checking • Account number • 117 Direct deposit amount

. 00
Savings
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IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return.
To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to
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ftb.ca.gov/forms and search for 1131. To request this notice by mail, call 800.852.5711.
Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct, and complete.
Your signature Date Spouse’s/RDP’s signature (if a joint tax return, both must sign)
ee

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

Sign
Here Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)
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It is unlawful
to forge a
spouse’s/
Firm’s name (or yours, if self-employed) • PTIN
RDP’s MARTIN ORTEGON P00000000
signature.
Firm’s address • Firm’s FEIN
Joint tax
return? 820 NORTHEAST 59TH STREET FORT LAUDERDALE FL 33334
(See
instructions)
Do you want to allow another person to discuss this tax return with us? See instructions . . . . . . • Yes No
Print Third Party Designee’s Name Telephone Number

201 3105204 Form 540 2020 Side 5


ALVARO NAVARRO 5 5 5 5 5 0 0 0 6

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17546 0
0 0
0 0

Fi
0 0
0 0
0 0 0
0 0 0

ot
0 0
0

N
0
0 0
0 0 0
0
o 0 0
D
0 0
l-

0 0
ia

17546 0 0
Tr

0 0
0 0
ee

0 0
0
0
0
Fr

0
0

0
0
0 0
0

0 0 0
17546 0 0
le
0
0

Fi
0

ot
0 0 0

N
0 0 0
0 0 0

o
D
0 0 0
l-

0 0 0
ia

0 0 0
Tr

0
ee

0 0 0
0
Fr
0

le
0

Fi
0
17,546
351

ot
0
0

N
0
0
o
D
l-

0
ia
Tr

4601
ee
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