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Federal Electronic Filing Instructions: Tax Year 2018

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Federal Electronic Filing Instructions

Tax Year 2018

You are responsible for confirming the status of your electronically filed
return. You can confirm the status of your return by going to
https://www.taxact.com/ef/efile-center. You will need to enter the primary social
security number and last name on the return along with your ZIP code.

Self Select PIN: You do not need to mail any paper signature forms to the IRS. Your
return has been successfully filed once you receive your acceptance from the IRS.

Refund:
You have elected to receive your refund of $133 via direct deposit.

You can start checking the status of your refund within 24 hours of e-filing at the IRS
website https://www.irs.gov/Refunds under Where's My Refund. The IRS issues most
refunds in less than 21 days. Updates to refund status are made once daily - usually
at night.

Federal Electronic Filing Instructions Page 1


Department of the Treasury–Internal Revenue Service (99)
1040 2018
Form
U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only – Do not write or staple in this space.
Filing status: X Single Married filing jointly Married filing separately Head of household Qualifying widow(er)
Your first name and initial Last name Your social security number

ADONIS G TORREFIEL 550-85-1632


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

Spouse standard deduction: Someone can claim your spouse as a dependent Spouse was born before January 2, 1954 X Full-year health care coverage

Spouse is blind Spouse itemizes on a separate return or you were dual-status alien or exempt (see inst.)

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
68 WHITE OAK DRIVE (see inst.) You Spouse
City, town or post office, state, and ZIP code. If you have a foreign address, attach Schedule 6. If more than four dependents,

AMERICAN CANYON, CA 94503 see inst. and check here

Dependents (see instructions): (2) Social security number (3) Relationship to you (4) check if qualifies for (see inst.):
(1) First name Last name Child tax credit Credit for other dependents

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

EFILE COPY
Your signature Date Your occupation
Joint return?
See instructions. CUSTOMER SERVICE
Keep a copy for Spouse's signature. If a joint return, both must sign. Date Spouse's occupation
your records.

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


Paid
Preparers
Use Only Firm's name Phone no.
Firm's address
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. UYA Form 1040 (2018)
Form 1040 (2018) ADONIS G TORREFIEL 550-85-1632 Page 2
Attach Form(s)
1 Wages, salaries, tips, etc. Attach Form(s) W-2 1 59,880.
W-2. Also attach 2a Tax-exempt interest 2a b Taxable interest 2b
Form(s) W -2G and
1099-R if tax was 3a Qualified dividends 3a b Ordinary dividends 3b
withheld.
4a IRAs, pensions, and annuities 4a b Taxable amount 4b
5a Social security benefits 5a b Taxable amount 5b
Standard
Deduction for -
6 Total income. Add lines 1 through 5. Add any amount from Schedule 1, line 22 5,034. 6 64,914.
7 Adjusted gross income. If you have no adjustments to income, enter the amount from line 6; otherwise,
Subtract Schedule 1, line 36, from line 6 7 64,914.
8 Standard deduction or itemized deductions (from Schedule A) 8 12,000.
9 Qualified business income deduction (see instructions) 9
10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter -0- 10 52,914.
11 a Tax (see inst.) 7,583. (check if any from: 1 Form(s) 8814 2 Form 4972 3 )
b Add any amount from Schedule 2 and check here 11 7,583.
12 12 0.
13 Subtract line 12 from line 11. If zero or less, enter -0- 13 7,583.
14 Other taxes. Attach Schedule 4 14 0.
15 Total tax. Add lines 13 and 14 15 7,583.
16 Federal income tax withheld from Forms W-2 and 1099 16 7,716.
17
Add any amount from Schedule 5 NO 17 0.
18 Add lines 16 and 17. These are your total payments 18 7,716.
19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid 19 133.
Refund

EFILE COPY
20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here 20a 133.
Direct deposit?
b Routing number 321171184 c Type: X Checking Savings
See instructions. d Account number 040015786557
21 Amount of line 19 you want applied to your 2019 estimated tax 21
22 Amount you owe. Subtract line 18 from line 15. For details on how to pay, see instructions 22 0.
23 Estimated tax penalty (see instructions) 23
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2018)
UYA
SCHEDULE 1 Additional Income and Adjustments to Income OMB No. 1545-0074

(Form 1040)
Department of the Treasury
Attach to Form 1040. 2018
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 Your social security number
ADONIS G TORREFIEL 550-85-1632
Additional 1-9b Reserved 1-9b
Income 10 Taxable refunds, credits, or offsets of state and local income taxes 10
11 Alimony received 11
12 Business income or (loss). Attach Schedule C or C-EZ 12
13 13
14 Other gains or (losses). Attach Form 4797 14
15a Reserved 15b
16a Reserved 16b
17 17
18 Farm income or (loss). Attach Schedule F 18
19 Unemployment compensation 19
20a Reserved 20b
21 Other income. List type and amount See Attached 21 5,034.
22 Combine the amounts in the far right column. If you don't have any adjustments to
income, enter here and on Form 1040, line 6. Otherwise, go to line 23 22 5,034.
Adjustments 23 Educator expenses 23

EFILE COPY
to Income 24
and fee-basis government officials. Attach Form 2106 24
25 Health savings account deduction. Attach Form 8889 25
26 Moving expenses for members of the Armed Forces.
Attach Form 3903 26
27 27
28 Self-employed SEP, SIMPLE, and qualified plans 28
29 Self-employed health insurance deduction 29
30 Penalty on early withdrawal of savings 30
31a Alimony paid b Recipient's SSN 31a
32 IRA deduction 32
33 Student loan interest deduction 33
34 Reserved 34
35 Reserved 35
36 Add lines 23 through 35 36 0.
For Paperwork Reduction Act Notice, see your tax return instructions. UYA Schedule 1 (Form 1040) 2018
2018 Other Income - Supporting Details for Schedule 1 (Form 1040), Line 21
Name(s) shown on Form 1040 Your social security number
ADONIS G TORREFIEL 550-85-1632

Enter sources of other income below: ADONIS Not Applicable

1.
2.
3. Gambling Winnings reported on Form W-2G 2,517.
Other winnings where a Form W-2G not received 2,517.
4. Jury Pay
5. Net Operating Loss carry forward from 2017
6. Foreign earned income exclusion from Form 2555
7. Other Income from Schedule K-1
8. Income from personal property rental
9. Child's income amount from Form 8814, line 12
10. MSA Distributions, Form 8853
11. Medicare Advantage MSA Distributions, Form 8853
12. Long-term Care Distribution, Form 8853
13. Form 1099-MISC, Boxes 3 and 8

EFILE COPY
14. Alaska Permanent Fund dividends
15. Coverdell ESA or Qualified Tuition Program
16. Cancellation of a nonbusiness debt, Form 1099-C
17. Cancellation of a business debt, Partnership Sch K-1
18. HSA distributions and excess contributions, Form 8889
19. Reemployment trade adjustment assistance (RTAA)
20. Recapture of prior year tuition and fees deduction
21. Recapture of charitable contribution deduction of a
fractional interest in tangible personal property
22. Recapture of charitable contribution deduction if no
exempt use
23. Income from Foreign Corporation, Form 5471
24. Hobby income
25. Income or loss, Form 8621
26. Loss on excess deferral distribution
27. Disaster relief payments
28. Medicaid waiver payments to care provider (NOTICE 2014-07)
29. Credit adjustment from regular income, Form 6478 and Form 8864
30. Indian gaming proceeds (from 1099-MISC)
31. Indian tribal distrib (from 1099-MISC)
32. Native American distrib (from 1099-MISC)
33. Taxable distributions from ABLE accounts, Form 1099-QA
34. Airline Payments. If rolled over to traditional IRA, enter amount up to
90% as a negative number
35. Foreign currency transaction electing section 988
treatment as ordinary income (Fomr 1099-B)
36. Section 461(1) excess business loss adjustments
37. Net section 965(a) inclusion
38. Section 965(n) election - reduction of NOL
39. Section 951A. Share of GILTI, Form 8992, Part II, Line 3
Total Other Income 5,034.
2018 California Electronic Filing Instructions

These instructions are provided to help you understand and complete the final steps
for electronically filing your California return. We highly recommend you print this for
your reference.

You are responsible for confirming the status of your electronically filed return.
You can confirm the status of your return by going to
https://www.taxact.com/ef/efile-center. You will need to enter the Primary Social
Security Number and Last Name on the return along with the ZIP Code.

Refund:
$108

You have elected to receive your refund via direct deposit.

California Self Select PIN: Your return has been successfully filed once you receive
your acceptance from the California Franchise Tax Board.

Where is my California refund? Go to http://www.ftb.ca.gov/online/refund/index.asp


to see the status of your California income tax refund.

California Electronic Filing Final Instructions Page 1


TAXABLE YEAR FORM

2018 540
DO NOT ATTACH FEDERAL RETURN

550-85-1632 TORR 18
ADONIS G TORREFIEL

68 WHITE OAK DRIVE


AMERICAN CANYON CA 94503

08-04-1966 TORREFIEL

EFILE COPY
If your California filing status is different from your federal filing status, check the box here
1 X Single 4 Head of household (with qualifying person). See instructions.
Status

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

See instructions.

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

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. 7 1 X $118 = $ 118
Exemptions

8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1;


if both are visually impaired, enter 2 8 X $118 = $
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1;
if both are 65 or older, enter 2 9 X $118 = $
10 Dependents: Do not include yourself or your spouse/RDP.
Dependent 1 Dependent 2 Dependent 3
First Name
Last Name

SSN

Total dependent exemptions 10 X $367 = $


11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 11 $ 118

031 3101184 Form 540 2018 Side 1


Your name: TORREFIEL Your SSN or ITIN: 550-85-1632

12 State wages from your Form(s) W-2, box 16 12 59,880


13 Enter federal adjusted gross income from Form 1040, line 7 13 64,914
Taxable Income

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

15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses. See instructions 15 64,914
16 California adjustments - additions. Enter the amount from Schedule CA (540), line 37, column C 16

17 California adjusted gross income. Combine line 15 and line 16 17 64,914


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 $4,401
Married/RDP filing jointly, Head of household, or Qualifying widow(er) $8,802
If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions 18 4,401

EFILE COPY
19

31

32
Subtract line 18 from line 17. This is your taxable income . If less than zero, enter -0-

X Tax Table
FTB 3800
Tax Rate Schedule
FTB 3803

Exemption credits. Enter the amount from line 11. If your federal AGI is more than $194,504, see instr.
19

31

32
60,513

2,880
118
Tax

33 Subtract line 32 from line 31. If less than zero, enter -0- 33 2,762
34 Tax. See instructions. Check the box if from: Schedule G-1 FTB 5870A 34

35 Add line 33 and line 34 35 2,762


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

43 Enter credit name code and amount 43


Special Credits

44 Enter credit name code and amount 44

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

46 Nonrefundable renter's credit. See instructions 46

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

48 Subtract line 47 from line 35. If less than zero, enter -0- 48 2,762
61 Alternative minimum tax. Attach Schedule P (540) 61
Other Taxes

62 Mental Health Services Tax. See instructions 62

63 Other taxes and credit recapture. See instructions 63

64 Add line 48, line 61, line 62, and line 63. This is your total tax 64 2,762

Side 2 Form 540 2018 031 3102184


Your name: TORREFIEL Your SSN or ITIN: 550-85-1632

71 California income tax withheld. See instructions 71 2,870


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

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

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

75 Earned Income Tax Credit (EITC) 75

76 Add lines 71 through 75. These are your total payments. See instructions 76 2,870

91 Use Tax. Do not leave blank. See instructions 91 0


Use Tax

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

You paid your use tax obligation directly to CDTFA.

EFILE COPY
92 Payments balance. If line 76 is more than line 91, subtract line 91 from line 76 92 2,870
Overpaid Tax/Tax Due

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

94 Overpaid tax. If line 92 is more than line 64, subtract line 64 from line 92 94 108
95 Amount of line 94 you want applied to your 2019 estimated tax 95

96 Overpaid tax available this year. Subtract line 95 from line 94 96 108
97 Tax due. If line 92 is less than line 64, subtract line 92 from line 64 97

Code Amount
Contributions

California Seniors Special Fund. See instructions 400

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

Rare and Endangered Species Preservation Voluntary Tax Contribution Program 403

031 3103184 Form 540 2018 Side 3


Your name: TORREFIEL Your SSN or ITIN: 550-85-1632

Code Amount
California Breast Cancer Research Voluntary Tax Contribution Fund 405

California Firefighters’ Memorial Fund 406

Emergency Food for Families Voluntary Tax Contribution Fund 407

California Peace Officer Memorial Foundation Fund 408

California Sea Otter Fund 410

California Cancer Research Voluntary Tax Contribution Fund 413

School Supplies for Homeless Children Fund 422

EFILE COPY
State Parks Protection Fund/Parks Pass Purchase 423

Protect Our Coast and Oceans Voluntary Tax Contribution Fund 424

Keep Arts in Schools Voluntary Tax Contribution Fund 425


Contributions

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

Prevention of Animal Homelessness and Cruelty Fund 431

Revive the Salton Sea Fund 432

California Domestic Violence Victims Fund 433

Special Olympics Fund 434

Type 1 Diabetes Research Fund 435

California YMCA Youth and Government Voluntary Tax Contribution Fund 436

Habitat for Humanity Voluntary Tax Contribution Fund 437

California Senior Citizen Advocacy Voluntary Tax Contribution Fund 438

Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund 439

Rape Backlog Kit Voluntary Tax Contribution Fund 440

Organ and Tissue Donor Registry Voluntary Tax Contribution 441

National Alliance on Mental Illness California Voluntary Tax Contribution Fund 442

Schools Not Prisons Voluntary Tax Contribution Fund 443

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

Side 4 Form 540 2018 031 3104184


Your name: TORREFIEL Your SSN or ITIN: 550-85-1632
You Owe
Amount

111 AMOUNT YOU OWE. If you do not have an amount on line 96, add line 93, line 97, and line 110. See instructions.
Mail to: FRANCHISE TAX BOARD
PO BOX 942867
SACRAMENTO CA 94267-0001 111 0
Pay online – Go to ftb.ca.gov/pay for more information.
Interest and

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

113 FTB 5805 attached FTB 5805F attached 113

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

115 REFUND OR NO AMOUNT DUE. Subtract the sum of line 110, line 112 and line 113 from line 96. See instructions.
Mail to: FRANCHISE TAX BOARD
PO BOX 942840
SACRAMENTO CA 94240-0001 115 108
Refund and Direct Deposit

Have you verified the routing and account numbers? Use whole dollars only.

EFILE COPY
All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:
Type
Routing number X Checking Account number 116 Direct deposit amount
321171184 Savings 040015786557 108
The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
Type
Routing number Checking Account number 117 Direct deposit amount
Savings

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

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

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

ATORREFIEL@MSN.COM 510-368-2949
Paid preparer's signature (declaration of preparer is based on all information of which preparer has any knowledge)

Firm's name (or yours, if self-employed) PTIN

Firm's address Firm's FEIN

,
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

031 3105184 Form 540 2018 Side 5


TAXABLE YEAR CALIFORNIA SCHEDULE

2018 Wage and Tax Statement W-2


Important: Attach this form to the back of your original or amended Form 540, 540 2EZ, or Form 540NR (Long or Short).
Name(s) as shown on tax return SSN or ITIN
ADONIS G TORREFIEL 550-85-1632
Caution: If this form is filled out, do not send your Form(s) W-2 to the Franchise Tax Board. If your Form(s) W-2 are from multiple states, attach
copies showing California tax withheld to this schedule. If this schedule is blank, attach your Form(s) W-2 to the lower front of your tax return.
All fields must be completed. DO NOT ATTACH PAYMENT TO THIS SCHEDULE.
* Employee's social security number, name, and address must be the same as the information on the Form(s) W-2.

W-2 Information 1st W-2 2nd W-2


a. Employee's social security
number * 550-85-1632
b. Employer identification
number (EIN) 52-0910053

c. Employer's name NATIONAL RAILROAD PASSENGER

EFILE COPY
Address 10 G STREET 3W-132
City WASHINGTON
State DC
Zip code 20002
e. Employee's first name* ADONIS
Middle initial* G
Last name* TORREFIEL
Suffix*

f. Employee address* 68 WHITE OAK DRIVE


City* AMERICAN CANYON
State* CA
Zip code* 94503
1. Wages, tips,
other compensation 59,880
2. Federal income tax
withheld 7,716

3. Social security wages

4. Social security tax


withheld

6. Medicare tax withheld

031 8041184 Schedule W-2 2018 Side 1


W-2 Information 1st W-2 2nd W-2

7. Social security tips


8. Allocated tips
(not included in box 1)

10. Dependent care benefits

11. Nonqualified plans

12. Codes and amounts Codes Amounts Codes Amounts

12a. D 11,030
12b. DD 9,221
12c.

EFILE COPY
13. Check the appropriate
box for: Statutory
employee, Retirement
plan, or Third-party
sick pay
12d.

X
Statutory employee

Retirement plan
Statutory employee

Retirement plan

Third-party sick pay Third-party sick pay

Type Amount Type Amount


14. SDI, VPDI, or CA SDI
(from box 14 or 19)

State Employer's state ID number State Employer's state ID number


15. State and employer's
State ID number CA 801-0174 4
16. State wages, tips, etc. 59,880

17. State income tax 2,870

Side 2 Schedule W-2 2018 031 8042184

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