Cristian David’s 2020 Tax Packet

Audit Defense Policy

Federal Tax Return

State Tax Return

Cristian David Pelayo Mendiola

 Audit Defense Policy
Defense code: CWTA-OTXQ-2020
Thanks for filing with Credit Karma Tax! We hope you won't need these
instructions. But if you do get audited on your 2020 return, we've partnered
with the pros at Tax Protection Plus to help you through it – all for free! Here’s
what you’ll need:

Instructions
1. Call Tax Protection Plus toll-free at 877-579-5602.
• Make the call within 30 days of hearing from the IRS or the state.
• If you’d prefer to have them call you, send an email to:
cases@taxprotectionplus.com.
• Make the subject line: Audit Defense Redemption.
• Include your name, phone number, and the best time to reach you
(within their business hours).
2. You’ll have to provide some personal info to get started, as well as:
• Your Defense code: CWTA-OTXQ-2020
• The tax return year: 2020
• Whether it’s a federal (IRS) or state audit
3. You’ll get an email with a secure link to upload your tax return and the audit
notice you received.

Policy Details
Your Audit Defense expires one year after 04/15/2021 or your e-file date
(whichever is later). If you’re not sure when you e-filed, you can find the date on
your Credit Karma Tax dashboard.

For more details about Audit Defense, visit

https://www.creditkarma.com/tax/programterms#3.

Cristian David Pelayo Mendiola

 1040 U.S. Individual Income Tax Return 2020
Department of the Treasury—Internal Revenue Service (99)
Form

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

Filing Status ✔ Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
one box.
person is a child but not your dependent ▶
Your first name and middle initial Last name Your social security number
CRISTIAN DAVID PELAYO MENDIOLA 5 2 1 9 5 6 6 7 5
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number

Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
20966 ROYAL AVE Check here if you, or your
spouse if filing jointly, want $3
City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code
to go to this fund. Checking a
HAYWARD CA 94541 box below will not change
Foreign country name Foreign province/state/county Foreign postal code your tax or refund.
You Spouse

At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? Yes ✔ No

Standard Someone can claim: You as a dependent Your spouse as a dependent

Deduction Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You: Were born before January 2, 1956 Are blind Spouse: Was born before January 2, 1956 Is blind
Dependents (see instructions): (2) Social security (3) Relationship (4) ✔ if qualifies for (see instructions):
(1) First name Last name number to you Child tax credit Credit for other dependents
If more
than four
dependents,
see instructions
and check
here ▶
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1 42068
Attach 2a Tax-exempt interest . . . 2a 2b
b Taxable interest . . . . .
Sch. B if
3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b
required.
4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b
5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b
Standard 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b
Deduction for—
7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . ▶ 7
• Single or
Married filing 8 Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . 8
separately,
$12,400 9 Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . ▶ 9 42068
• Married filing 10 Adjustments to income:
jointly or
Qualifying a From Schedule 1, line 22 . . . . . . . . . . . . . . 10a
widow(er),
$24,800
b Charitable contributions if you take the standard deduction. See instructions 10b
• Head of c Add lines 10a and 10b. These are your total adjustments to income . . . . . . . . ▶ 10c
household,
$18,650 11 Subtract line 10c from line 9. This is your adjusted gross income . . . . . . . . . ▶ 11 42068
• If you checked 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 12400
any box under
Standard 13 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . . . . . . 13
Deduction,
see instructions.
14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 12400
15 Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- . . . . . . . . . 15 29668
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2020)
Form 1040 (2020) Page 2
16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 3364
17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17
18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 3364
19 Child tax credit or credit for other dependents . . . . . . . . . . . . . . . . 19
20 Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . . . . . 20
21 Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . 22 3364
23 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . . . . 23
24 Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . ▶ 24 3364
25 Federal income tax withheld from:
a Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a 4264
b Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . 25d 4264
• If you have a 26 2020 estimated tax payments and amount applied from 2019 return . . . . . . . . . . 26
qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27
attach Sch. EIC.
• If you have 28 Additional child tax credit. Attach Schedule 8812 . . . . . . . 28
nontaxable 29 American opportunity credit from Form 8863, line 8 . . . . . . . 29
combat pay,
see instructions. 30 Recovery rebate credit. See instructions . . . . . . . . . . 30 1800
31 Amount from Schedule 3, line 13 . . . . . . . . . . . . 31
32 Add lines 27 through 31. These are your total other payments and refundable credits . . . ▶ 32 1800
33 Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . ▶ 33 6064
34 If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid . . 34 2700
Refund
35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . ▶ 35a 2700
Direct deposit? ▶b Routing number 1 2 1 0 0 0 3 5 8 ▶ c Type: ✔ Checking Savings
See instructions. ▶
d Account number 3 2 5 1 4 1 1 0 7 8 5 1
36 Amount of line 34 you want applied to your 2021 estimated tax . . ▶ 36
Amount 37 Subtract line 33 from line 24. This is the amount you owe now . . . . . . . . . . ▶ 37
You Owe Note: Schedule H and Schedule SE filers, line 37 may not represent all of the taxes you owe for
For details on 2020. See Schedule 3, line 12e, and its instructions for details.
how to pay, see
instructions. 38 Estimated tax penalty (see instructions) . . . . . . . . . ▶ 38
Third Party Do you want to allow another person to discuss this return with the IRS? See
Designee instructions . . . . . . . . . . . . . . . . . . . . ▶ Yes. Complete below. No
Designee’s Phone Personal identification
name ▶ no. ▶ number (PIN) ▶

Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
▲

Joint return? MAINTENANCE WORKER (see inst.) ▶

See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. (see inst.) ▶
Phone no. Email address
Preparer’s name Preparer’s signature Date PTIN Check if:
Paid Self-employed
Preparer Firm’s name ▶ Phone no.
Use Only Firm’s address ▶ Firm’s EIN ▶

Go to www.irs.gov/Form1040 for instructions and the latest information. 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.
✔

Yes. STOP You can't take the credit. Don’t complete the rest of this
worksheet and don’t enter any amount on line 30.
2. Does your 2020 return include a valid social security number (defined under Valid social security number, earlier)
for you and, if filing a joint return, your spouse?
✔
Yes. Skip lines 3 and 4, and go to line 5.
No. If you are filing a joint return, go to line 3.
STOP
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.
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.
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. STOP worksheet and don’t enter any amount on line 30.
5. If your EIP 1 was $1,200 ($2,400 if married filing jointly) plus $500 for each qualifying child you had in 2020,
skip lines 5 and 6, enter zero on lines 7 and 16, and go to line 8. Otherwise, enter:
• $1,200 if single, head of household, married filing separately, qualifying widow(er), or if married filing
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.
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
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
adoption taxpayer identification number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.
10. Add lines 8 and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10. 600
11. Enter the amount from line 11 of Form 1040 or 1040-SR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 42068
12. Enter the amount shown below for your filing status:
• $150,000 if married filing jointly or qualifying widow(er)
• $112,500 if head of household ............................. 12. 75000
• $75,000 if single or married filing separately
13. Is the amount on line 11 more than the amount on line 12?
Skip line 14. Enter the amount from line 7 on line 15 and the
✔
No. amount from line 10 on line 18.
Yes. Subtract line 12 from line 11. 13.
14. Multiply line 13 by 5% (0.05) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14.
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.
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.
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. 600
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. 1800

Need more information or forms? Visit IRS.gov.

 TAXABLE YEAR FORM

2020 California Resident Income Tax Return 540

521-95-6675
CRISTIAN DA PELAYO MENDIOLA

20966 ROYAL AVE

HAYWARD CA 94541
11-15-1994 PELAYO MENDIOLA

Enter your county at time of filing (see instructions)

ALAMEDA
Principal Residence

If your address above is the same as your principal/physical residence address at the time of filing, check this box. . . X
If not, enter below your principal/physical residence address at the time of filing.
Street address (number and street) (If foreign address, see instructions.) Apt. no/ste. no.

City State ZIP code

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

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

Filing Status

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

See instructions.

3 Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here.

6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See inst. . . . . . . . • 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 X  $124 = $
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1;
if both are 65 or older, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . •9 X  $124 = $

214 3101204 Form 540  2020  Side 1

 Your name: CR I ST I AN DAV I D PE Your SSN or ITIN: 521956675
10 Dependents: Do not include yourself or your spouse/RDP.
Dependent 1 Dependent 2 Dependent 3
First Name

Last Name
Exemptions

SSN. See
instructions. • • •
Dependent’s
relationship
to you

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

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
42068 . 00

13 Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 . . . . . . . . 13
42068 . 00
14 California adjustments – subtractions. Enter the amount from Schedule CA (540),
Part I, line 23, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 14 . 00
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
42068 . 00
15
Taxable Income

16 California adjustments – additions. Enter the amount from Schedule CA (540),

Part I, line 23, column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 16 . 00

• 42068 . 00

{ {
17 California adjusted gross income. Combine line 15 and line 16 . . . . . . . . . . . . . . . . . . . . . . . 17

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,601
• 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
19 Subtract line 18 from line 17. This is your taxable income.
If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
37467 . 00

X Tax Table Tax Rate Schedule

31 Tax. Check the box if from:
• FTB 3800 • FTB 3803. . . . . . . . . . . . . . . . . • 31
1069 . 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

33 Subtract line 32 from line 31. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
945 . 00

34 Tax. See instructions. Check the box if from: • Schedule G-1 • FTB 5870A . . • 34 . 00

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

945 . 00

• . 00
Special Credits

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

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

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

Side 2  Form 540  2020 214 3102204

 Your name:
CR I ST I AN DAV I D PE
Your SSN or ITIN:
521956675

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

48 Subtract line 47 from line 35. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 945 . 00

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

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

Other Taxes

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

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

65 Add line 48, line 61, line 62, line 63, and line 64. This is your total tax . . . . . . . . . . . . . . . . . • 65 945 . 00

71 California income tax withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 71 1717 . 00

72 2020 CA estimated tax and other payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . • 72 . 00

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

Payments

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

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

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

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

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

• . 00
Use Tax

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.

• 563 . 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
1717 . 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
1154 . 00
96 Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then
subtract line 93 from line 92. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 . 00

214 3103204 Form 540  2020  Side 3

 Your name: CR I ST I AN DAV I D PE Your SSN or ITIN:
521956675
Overpaid Tax/Tax Due

97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95 . . . . . . . . . . . . . . 97 209 . 00

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

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

209 . 00

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

Code Amount

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

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

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

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

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

Emergency Food for Families Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . • 407 . 00

California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund . . . . . . . . . . • 408 . 00

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

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

Contributions

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

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

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

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

Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund . . . . . . . . • 431 . 00

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

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

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 . 00

Side 4  Form 540  2020 214 3104204

 Your name:
CR I ST I AN DAV I D PE
Your SSN or ITIN:
521956675
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 . 00
Pay Online – Go to ftb.ca.gov/pay for more information.

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

113 Underpayment of estimated tax.

Check the box: • 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. . . . . . • 115 209 . 00

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

See instructions. Have you verified the routing and account numbers? Use whole dollars only.
All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:
• Type
• Routing number X Checking • Account number • 116 Direct deposit amount
121000358 325141107851 209 . 00
Savings

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

. 00
Savings

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

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

Sign
Here Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)

It is unlawful
to forge a
spouse’s/
Firm’s name (or yours, if self-employed) • PTIN
RDP’s
signature.
Firm’s address • Firm’s FEIN
Joint tax
return?
(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

214 3105204 Form 540  2020  Side 5

 TAXABLE YEAR SCHEDULE

2020 California Adjustments — Residents CA (540)

Important: Attach this schedule behind Form 540, Side 5 as a supporting California schedule.
Name(s) as shown on tax return SSN or I T I N
CRISTIAN DAVID PELAYO MENDIOLA 521956675
Part I  Income Adjustment Schedule
Section A – Income from federal Form 1040 or 1040-SR
A Federal Amounts
(taxable amounts from
your federal tax return)
B Subtractions
See instructions C Additions
See instructions

1 Wages, salaries, tips, etc. See instructions before making an entry in column B or C . . . . 1 42068
2 Taxable interest. a  . . . . . . . . . . . . . . . . . . . . . . . . . . 2b
3 Ordinary dividends. See instructions. a  . . . . . . . . . 3b
4 IRA distributions. See instructions. a  . . . . . . . . . 4b
5 Pensions and annuities. See instructions. a  . . . . . . . . . 5b
6 Social security benefits. a  . . . . . . . . . 6b
7 Capital gain or (loss). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Section B – Additional Income from federal Schedule 1 (Form 1040)
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . 1
2a Alimony received. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
3 Business income or (loss). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4 Other gains or (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc . . . . . . . . . . . . . . . 5
6 Farm income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

{
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income. a a
a California lottery winnings e NOL from FTB 3805Z, b b
b Disaster loss deduction from FTB 3805V 3807, or 3809 8 c c
c Federal NOL (federal Schedule 1 f Other (describe): d d
(Form 1040), line 8)
e e
d NOL deduction from FTB 3805V f f
g Student loan discharged due to
closure of a for-profit school g g
9 Total. Combine Section A, line 1 through line 7, and Section B, line 1 through line 8 in
column A. Add Section A, line 1 through line 7, and Section B, line 1 through line 8g in
column B and column C. Go to Section C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 42068
Section C – Adjustments to Income from federal Schedule 1 (Form 1040)
10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Certain business expenses of reservists, performing artists, and fee-basis
government officials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Health savings account deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Moving expenses. Attach federal Form 3903. See instructions . . . . . . . . . . . . . . . . . . . . 13
14 Deductible part of self-employment tax. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Self-employed SEP, SIMPLE, and qualified plans ������������������������������������������������������������ 15
16 Self-employed health insurance deduction. See instructions. . . . . . . . . . . . . . . . . . . . . . 16
17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18a Alimony paid. b Recipient’s: SSN       – – 
Last name 18a
19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Tuition and fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
22 Add line 10 through line 18a and line 19 through line 21 in columns A, B, and C.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

23 Total. Subtract line 22 from line 9 in columns A, B, and C. See instructions . . . . . . . . . . 23 42068

For Privacy Notice, get FTB 1131 ENG/SP. 214 7731204 Schedule CA (540)  2020  Side 1
Part II  Adjustments to Federal Itemized Deductions A Federal Amounts
(from federal Schedule A
(Form 1040)
B Subtractions
See instructions C Additions
See instructions
Check the box if you did NOT itemize for federal but will itemize for California . . . . . . . . . .
Medical and Dental Expenses See instructions.
1 Medical and dental expenses . . . . . . . . . . . . . . . . . . . . . . . . .   1
2 Enter amount from federal Form 1040 or 1040-SR, line 11 2
3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . . . . . . . . . .   3
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter 0 . . . . . . . . . . . . . . . . . . . . 4
Taxes You Paid
5a State and local income tax or general sales taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a
5b State and local real estate taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b
5c State and local personal property taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5c
5d Add line 5a through line 5c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5d
5e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) in column A . .
Enter the amount from line 5a, column B in line 5e, column B . . . . . . . . . . . . . . . . . . . . .
Enter the difference from line 5d and line 5e, column A in line 5e, column C . . . . . . . . . . 5e
6 Other taxes. List type   . . . . . . . . . . . . . . . . . . . . . . . 6
7 Add line 5e and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Interest You Paid
8a Home mortgage interest and points reported to you on federal Form 1098 . . . . . . . . . . 8a
8b Home mortgage interest not reported to you on federal Form 1098 . . . . . . . . . . . . . . . . 8b
8c Points not reported to you on federal Form 1098 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8c
8d Mortgage insurance premiums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d
8e Add line 8a through line 8d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e
9 Investment interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Add line 8e and line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Gifts to Charity
11 Gifts by cash or check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Other than by cash or check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13 Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14 Add line 11 through line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Casualty and Theft Losses
15 Casualty or theft loss(es) (other than net qualified disaster losses). Attach federal
Form 4684. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Other Itemized Deductions
16 Other—from list in federal instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17 Add lines 4, 7, 10, 14, 15, and 16 in columns A, B, and C . . . . . . . . . . . . . . . . . . . . . . . . 17

18 Total. Combine line 17 column A less column B plus column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Side 2  Schedule CA (540)  2020 214 7732204

Job Expenses and Certain Miscellaneous Deductions

19 Unreimbursed employee expenses - job travel, union dues, job education, etc.
Attach federal Form 2106 if required. See instructions . . . . . . . . . . . . . . . . . . . . . . . 19

20 Tax preparation fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

21 Other expenses - investment, safe deposit box, etc. List type  21

22 Add line 19 through line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

23 Enter amount from federal Form 1040 or 1040-SR, line 11 

24 Multiply line 23 by 2% (0.02). If less than zero, enter 0. . . . . . . . . . . . . . . . . . . . . . . 24

25 Subtract line 24 from line 22. If line 24 is more than line 22, enter 0. ��������������������������������������������������������������������������������������������� 25

26 Total Itemized Deductions. Add line 18 and line 25. ��������������������������������������������������������������������������������������������������������������������� 26

27 Other adjustments. See instructions. Specify.    . . . . . . . 27

28 Combine line 26 and line 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

29 Is your federal AGI (Form 540, line 13) more than the amount shown below for your filing status?
Single or married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . $203,341
Head of household . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $305,016
Married/RDP filing jointly or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . $406,687
No. Transfer the amount on line 28 to line 29.

Yes. Complete the Itemized Deductions Worksheet in the instructions for Schedule CA (540), line 29 . . . . . . . . . . . . . . . . . . . . 29

30 Enter the larger of the amount on line 29 or your standard deduction listed below
Single or married/RDP filing separately. See instructions . . . . . . . . . . . . . . . . $4,601
Married/RDP filing jointly, head of household, or qualifying widow(er) . . . . . . $9,202

Transfer the amount on line 30 to Form 540, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

This space reserved for 2D barcode

This space reserved for 2D barcode

214 7733204 Schedule CA (540)  2020  Side 3

 TAXABLE YEAR
Health Coverage Exemptions and Individual CALIFORNIA FORM

2020 Shared Responsibility Penalty 3853

Attach to your California Form 540, Form 540NR, or Form 540 2EZ.
Name(s) as shown on your California tax return SSN or ITIN
CRISTIAN DAVID PELAYO MENDIOLA 521956675
Part I  Applicable Household Members. List all members of your applicable household whether or not they have an exemption or an Exemption
Certificate Number (ECN) granted by the Marketplace. See instructions.
First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI
CRISTIAN DAV 521956675 11-15-1994 42068
1 Last Name ECN 1 ECN 2 ECN 3
PELAYO MENDIO
First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

2 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

3 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

4 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

5 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

6 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

7 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

8 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

9 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

10 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

11 Last Name ECN 1 ECN 2 ECN 3

First Name Initial SSN Date of Birth (mm/dd/yyyy) Modified AGI

12 Last Name ECN 1 ECN 2 ECN 3

Part II  Coverage Exemption Claimed on Your Tax Return for Your Household
1 If you are claiming a coverage exemption because your applicable household income or gross income is below the filing threshold, check
the box here. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . •

For Privacy Notice, get FTB 1131 ENG/SP. 214 8661204 FTB 3853 (NEW 2020)  Side 1
 Your Name: CRISTIAN DAVID PELAYO MENDIOLA Your SSN or ITIN: 521956675
Part III  Coverage and Exemptions Claimed on Your Tax Return for Individuals. If you and/or a member of your applicable household are reporting
any coverage or are claiming exemptions for the tax year, complete Part III. See instructions.

Coverage and Exemption Codes

(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k) (l) (m)
Full-year Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
First Name Initial
CRISTIAN DAV D D D X X X X X X X X X
1 Last Name
PELAYO MENDIO
First Name Initial

2 Last Name

First Name Initial

3 Last Name

First Name Initial

4 Last Name

First Name Initial

5 Last Name

First Name Initial

6 Last Name

First Name Initial

7 Last Name

First Name Initial

8 Last Name

First Name Initial

9 Last Name

First Name Initial

10 Last Name

First Name Initial

11 Last Name

First Name Initial

12 Last Name

Part IV  Individual Shared Responsibility Penalty

1 Your Individual Shared Responsibility Penalty. Enter on Form 540, line 92; Form 540NR, line 91; or Form 540 2EZ, line 27.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 1. 563

Side 2  FTB 3853  (NEW 2020) 214 8662204

Part IV – Individual Shared Responsibility Penalty Step 3 Applicable Household Income
Line 1 – Individual Shared Responsibility Penalty 1. Enter the amount from Form 540, line 17;
42068
Form 540NR, line 17; or Form 540 2EZ, line 16. . . . 1 ____________
Enter your Individual Shared Responsibility Penalty amount from step 5
of the Individual Shared Responsibility Penalty Worksheet. 2. Did you receive any tax-exempt interest? . . . . . . . . . 2 ____________
Use the following steps to determine if you need to pay an Individual ◻ Yes. Use the worksheet below to determine the California
Shared Responsibility Penalty, and if so, calculate the amount. tax-exempt interest and enter the amount on line 2.
## Follow Steps 1 through 5 next. ◻ No. Continue to the next question.
## Complete Worksheet A and Worksheet B if you are directed to them
as you complete Steps 1 through 5. California tax-exempt interest
## Complete the Individual Shared Responsibility Penalty Worksheet as a. Enter the amount from Schedule CA (540),
directed in Steps 1 through 5 or Worksheets A and B. Part I, or Schedule CA (540NR), Part II,
Section A, line 2a. a
Step 1 All Filers
b. Enter the amount from Schedule CA (540),
1. Can someone claim you as a dependent? . . . . . . . . ◻ Yes ◻ No Part I, or Schedule CA (540NR), Part II,
If you answered YES, stop here. You do not owe an Individual Section A, line 2b, column B. b
Shared Responsibility Penalty. Check the “If someone can claim
you as a dependent” box on line 6 of Form 540, Form 540NR, or c. Add line a and line b. Enter the subtotal
Form 540 2EZ. You do not need to file form FTB 3853. here. c
If you answered NO, continue. d. Enter the amount from Schedule CA (540),
Part I, or Schedule CA (540NR), Part II,
2. Did you, and everyone else in your applicable household (see
Section A, line 2b, column C. d
Applicable household under Definitions on Page 2) have MEC for
every month of 2020? . . . . . . . . . . . . . . . . . . . . . . . ◻ Yes ◻ No e. Subtract line d from line c. This is your
If you answered YES, stop here. You do not owe an Individual California tax-exempt interest. Enter this
Shared Responsibility Penalty. Check the “Full-year health care amount here and on line 2. e
coverage” box on Side 3 of Form 540 and Form 540NR or Side 2 of 3. Did you claim any dependents?
Form 540 2EZ . You do not need to file form FTB 3853.
◻ Yes. If you answered YES, continue to Question 4.
If you answered NO, continue.
◻ No. If you answered NO, add line 1 and line 2. This is your
3. Did you or anyone else in your applicable household applicable household income. Enter the result on Step 4,
have MEC or qualify for a coverage exemption for line 1.
any month in 2020?. . . . . . . . . . . . . . . . . . . . . . . . . ◻ Yes ◻ No 4. Were any of the dependents you claimed required
If you answered YES, stop here. You need to file form FTB 3853 to file a tax return? . . . . . . . . . . . . . . . . . . . . . . . . . 4 ____________
and complete Part I and Part III to claim any qualified coverage or ◻ Yes. Calculate each dependent’s income by following Question 1
coverage exemptions. Skip question 4; go to Worksheet A. through Question 2 above. Add all dependent’s income
If you answered NO, continue. together and enter the total on line 4.
4. Did you, or anyone else in your applicable household turn 18 ◻ No. Add line 1 and line 2. This is your applicable household
during 2020?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ◻ Yes ◻ No income. Enter the result on Step 4, line 1.
If you answered YES go to Worksheet A. 5. Did you attach form FTB 3803?
If you answered NO, go to Step 2. ◻ Yes. Continue to the next question.
Step 2 Flat Dollar Amount ◻ No. Add line 1, line 2, and line 4. This is your applicable
household income. Enter the result on Step 4, line 1.
1. Multiply $750 by the number of people in your applicable
household who were at least 18* years old. . . . . . . . 1 6. Is form FTB 3803, line 4, more than $1,100? . . . . . . 6
*For purpose of calculating the Individual Shared Responsibility Penalty, ◻ Yes. Add the amount from each form FTB 3803, line 1b, and the
an individual is considered 18 for an entire month if they turn 18 on the smaller of form FTB 3803, line 4 or $2,200. Enter the
first day of the month. amount(s) on line 6.
2. Multiply $375 by the number of people in your ◻ No. Enter -0- n line 6. Continue to the next question.
applicable household who were under age 18 . . . . . 2 7. Add line 1, line 2, line 4, and line 6. This is your applicable
3. Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 household income. Enter the result on Step 4, line 1.
4. Enter the smaller of line 3 or $2,250 here and
on line 1 of the Individual Shared Responsibility
Penalty Worksheet. Go to Step 3 . . . . . . . . . . . . . . . 4

FTB 3853 Instructions  (New 2020)  Page 13

Step 4 Percentage Income Amount Step 5 State Average Bronze Plan Premium
1. Enter your applicable household income 1. Were you required to complete Worksheet A?
from Step 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 42068 ◻ Yes. Continue
2. Enter your filing threshold amount. Use your gross income ◻ No. Skip question 2; Go to question 3.
to look up your filing threshold based on your filing status,
your age, and the number of dependents you claim. 2. Multiply $289* by the number on Worksheet A,
To determine your filing threshold, see the Do I Have line 8. Enter the result here and on line 4 of the
to File? chart on page 17.. . . . . . . . . . . . . . . . . . . . . 2 18496 Individual Shared Responsibility Penalty Worksheet.
Skip question 3 and complete line 5 of the
3. Subtract line 2 from line 1. . . . . . . . . . . . . . . . . . . . . 3 23572 Individual Shared Responsibility
4. Is the amount on line 3 zero or less? Penalty Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . 2 2601
◻ Yes. You do not owe an Individual Shared Responsibility Penalty. *$289 is the 2020 state average premium for a bronze level health
You need to file form FTB 3853 and check the “Applicable plan available through the Marketplace for one individual for one
household income or gross income is below the filing month.
threshold” box in Part II. 3. Enter on line 4 of the Individual Shared Responsibility Penalty
◻ No. Continue Worksheet the amount below that corresponds to the total number of
number of people in your applicable household. Then complete line 5
5. Multiply line 3 by 2.5% (0.025). Round to of the Individual Shared Responsibility Penalty Worksheet.
the nearest dollar. This is your percentage
income amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 589 ## 1 person — $3,468
## 2 people — $6,936
6. Were you required to complete Worksheet A? ## 3 people — $10,404
◻ Yes. Go to Worksheet B. Then continue to Step 5. ## 4 people — $13,872
◻ No. Enter the amount from line 5 above on line 2 of the Individual ## 5 or more people — $17,340
Shared Responsibility Penalty Worksheet and complete line 3
of that worksheet. Then continue to Step 5.

Individual Shared Responsibility Penalty Worksheet

Use this worksheet if you are referred here from the Individual Shared Responsibility Penalty flowchart or from Worksheet A or B.

Complete Step 1 Enter the flat dollar amount. (From Step 2, question 4 or Worksheet A, line 7) . . . . . . . . . . . . . . . . . . . . . . 1 563

Complete Step 2 Enter the percentage income amount. (From Step 4, question 5 or Worksheet B, line 14) . . . . . . . . . . . . . . 2 563

Complete Step 3 Enter the larger of line 1 or line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 563

Complete Step 4 Enter the State Average Bronze Plan Premium. (From Step 5, question 2 or 3) . . . . . . . . . . . . . . . . . . . . . . 4 2601
Complete Step 5 Enter the smaller of line 3 or line 4 here and on Form 540, line 92; Form 540NR, line 91;
563
or Form 540 2EZ, line 27. This is your Individual Shared Responsibility Penalty . . . . . . . . . . . . . . . . . . . . 5

Page 14  FTB 3853 Instructions  (New 2020)

Worksheet A
Use this worksheet if you were referred here from Step 1 under Individual Shared Responsibility Penalty. After completing the worksheet, go to
Step 3 under Individual Shared Responsibility Penalty. If everyone in your applicable household had either MEC or a coverage exemption for every
month during 2020, stop here. You do not owe an Individual Shared Responsibility Penalty.
Complete the monthly columns by placing “Xs” in each month in which you or another member of your applicable household had neither MEC nor a
coverage exemption.

Name Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

CRISTIAN DAV X X X X X X X X X

1. Add the total number of Xs

in a month. If 5 or more, 1 1 1 1 1 1 1 1 1
enter 5* . . . . . . . . . . . . . .
2. Add the total number of Xs
in a month for individuals 1 1 1 1 1 1 1 1 1
18 or over** . . . . . . . . . . .
3. Enter one-half the number
of Xs in a month for
individuals under 18* . . . .
4. Add lines 2 and 3 for each
month 1 1 1 1 1 1 1 1 1
5. Multiply line 4 by $750 for
each month. If $2,250 or 750 750 750 750 750 750 750 750 750
more, enter $2,250 . . . . . .

6. Add the amounts for each month on line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6750

7. Divide line 6 by 12.0. Round to the nearest dollar. This is your flat dollar amount.
Enter this amount on line 1 of the Individual Shared Responsibility Penalty Worksheet . . . . . . . . . . . . . . . . . . . . 7 563

8. Add the total number of Xs entered for each month on line 1. Go to Step 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9
*The maximum monthly penalty for an applicable household size of five or more is equal to the maximum monthly penalty for a responsible
individual with an applicable household of five individuals.

**For purposes of calculating the Individual Shared Responsibility Penalty, an individual is considered 18 for the entire month if they turn 18 on the
first day of the month.

FTB 3853 Instructions  (New 2020)  Page 15

Date Accepted DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR California Online e-file Return Authorization FORM

2020 for Individuals 8453-OL

Your first name and initial Last name Suffix Your SSN or I T I N
CRISTIAN DAVID PELAYO MENDIOLA 521956675
If filing jointly, spouse’s/RDP’s first name Last name Suffix Spouse’s/RDP’s SSN or ITIN

Street address (number and street) or PO box Apt. no./ste. no. PMB/private mailbox Daytime telephone number
20966 ROYAL AVE 4082213881
City State ZIP code
HAYWARD CA 94541
Foreign country name Foreign province/state/county Foreign postal code

Part I  Tax Return Information (whole dollars only)

 1 California adjusted gross income. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1  42068
 2 Refund or no amount due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2  209
 3 Amount you owe. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 
Part II  Settle Your Account Electronically for Taxable Year 2020 (Payment due 4/15/2021)
 4 □ 
✔ Direct deposit of refund
 5 □  Electronic funds withdrawal 5a  Amount  5b  Withdrawal date (mm/dd/yyyy) 
Part III  Make Estimated Tax Payments for Taxable Year 2021  These are NOT installment payments for the current amount you owe.
First Payment Second Payment Third Payment Fourth Payment
Due 4/15/2021 Due 6/15/2021 Due 9/15/2021 Due 1/15/2022
 6 Amount
 7 Withdrawal date
Part IV  Banking Information (Have you verified your banking information?)
 8 Amount of refund to be directly deposited 12 The remaining amount of my refund
to account below  209 for direct deposit 
 9 Routing number  121000358 13 Routing number 
10 Account number  325141107851 14 Account number 
11 Type of account:  □
✔ Checking  □ Savings  15 Type of account:  □ Checking  □ Savings 
Part V  Declaration of Taxpayer(s)
I authorize my account to be settled as designated in Part II. If I check Part II, box 4, I declare that the direct deposit refund information
in Part IV agrees with the authorization stated on my return. If I check Part II, box 5, I authorize an electronic funds withdrawal for the
amount listed on line 5a and any estimated payment amounts listed on line 6 from the bank account listed on lines 9, 10, and 11. If I have
filed a joint return, this is an irrevocable appointment of the other spouse/RDP as an agent to receive the refund or authorize an electronic
funds withdrawal.
Under penalties of perjury, I declare that the information I provided to the Franchise Tax Board (FTB), either directly or through e-file
software, including my name, address, and social security number (SSN) or individual taxpayer identification number (ITIN), and the
amounts shown in Part I above, agrees with the information and amounts shown on the corresponding lines of my 2020 California income
tax return. To the best of my knowledge and belief, my return is true, correct, and complete. If I am filing a balance due return, I understand
that if the FTB does not receive full and timely payment of my tax liability, I remain liable for the tax liability and all applicable interest and
penalties. I authorize my return and accompanying schedules and statements to be transmitted to the FTB directly or through the e-file
software. If the processing of my return or refund is delayed, I authorize the FTB to disclose to me, either directly or through the e-file
software, the reason(s) for the delay or the date when the refund was sent.

Sign Your signature Date

Here

Spouse’s/RDP’s signature. If filing jointly, both must sign. Date

It is unlawful to forge a spouse’s/RDP’s signature.

For Privacy Notice, get FTB 1131 ENG/SP. FTB 8453-OL  2020