Suraj’s 2018 Tax Packet

Audit Defense Policy

Federal Tax Return

State Tax Return

7566300
Audit Defense Policy
Defense code: CA3A-IEPY
Thanks for filing with Credit Karma Tax! We hope you won't need these
instructions. But if you do get audited on your 2018 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:
[email protected].
• 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: CA3A-IEPY
• The tax return year: 2018
• 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 the 2018 tax deadline 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

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

7566300
Form
1040 U.S. Individual Income Tax Return 2018
Department of the Treasury—Internal Revenue Service (99)
OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

Filing status: ✔ Single Married filing jointly Married filing separately Head of household Qualifying widow(er)
Your first name and initial Last name Your social security number
SURAJ KATWAL 0 0 3 6 3 4 8 4 7
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 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
523 PEPPER TREE 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,
BREA, CA 92821 see inst. and ✓ here ▶
Dependents (see instructions): (2) Social security number (3) Relationship to you (4) ✓ 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 Your signature Date Your occupation If the IRS sent you an Identity Protection
▲

Joint return? PIN, enter it

COMMERCIAL DRIVER CLASS A here (see inst.)
See instructions.
Keep a copy for Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent you an Identity Protection
your records. PIN, enter it
here (see inst.)
Preparer’s name Preparer’s signature PTIN Firm’s EIN Check if:
Paid 3rd Party Designee
Preparer Self-employed
Firm’s name Phone no.
Use Only
▶

Firm’s address ▶
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2018)
Form 1040 (2018) Page 2
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . 1
2a Tax-exempt interest . . . 2a b Taxable interest . . . 2b
Attach Form(s)
W-2. Also attach 3a Qualified dividends . . . 3a b Ordinary dividends . . 3b
Form(s) W-2G and
1099-R if tax was 4a IRAs, pensions, and annuities . 4a b Taxable amount . . . 4b
withheld. 5a Social security benefits . . 5a b Taxable amount . . . 5b
6 Total income. Add lines 1 through 5. Add any amount from Schedule 1, line 22 75663 . . . . . 6 75663
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 75663
Standard
Deduction for— 8 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . . . 8 12000
• Single or married
filing separately, 9 Qualified business income deduction (see instructions) . . . . . . . . . . . . . . 9
$12,000
10 Taxable income. Subtract lines 8 and 9 from line 7. If zero or less, enter -0- . . . . . . . . 10 63663
• Married filing
jointly or Qualifying 11 a Tax (see inst.) 9948 (check if any from: 1 Form(s) 8814 2 Form 4972 3 )
widow(er),
$24,000 b Add any amount from Schedule 2 and check here . . . . . . . . . . . . ▶ 11 9948
• Head of 12 a Child tax credit/credit for other dependents b Add any amount from Schedule 3 and check here ▶ 12
household,
$18,000 13 Subtract line 12 from line 11. If zero or less, enter -0- . . . . . . . . . . . . . . 13 9948
• If you checked 14 Other taxes. Attach Schedule 4 . . . . . . . . . . . . . . . . . . . . 14
any box under
Standard 15 Total tax. Add lines 13 and 14 . . . . . . . . . . . . . . . . . . . . 15 9948
deduction,
see instructions. 16 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . 16
17 Refundable credits: a EIC (see inst.) b Sch. 8812 c Form 8863
Add any amount from Schedule 5 . . . . . . . . . . . . . . 17
18 Add lines 16 and 17. These are your total payments . . . . . . . . . . . . . . 18
19 If line 18 is more than line 15, subtract line 15 from line 18. This is the amount you overpaid . . . . 19
Refund
20a Amount of line 19 you want refunded to you. If Form 8888 is attached, check here . . . . ▶ 20a
Direct deposit? ▶ b Routing number ▶ c Type: Checking Savings
See instructions.
▶ d Account number
21 Amount of line 19 you want applied to your 2019 estimated tax . . ▶ 21
Amount You Owe 22 Amount you owe. Subtract line 18 from line 15. For details on how to pay, see instructions . . . ▶ 22 9948
23 Estimated tax penalty (see instructions) . . . . . . . . ▶ 23
Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2018)
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
2018
(Form 1040)
▶ Attach to Form 1040.
Department of the Treasury ▶ Go
Attachment
Internal Revenue Service to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 01
Name(s) shown on Form 1040 Your social security number
003634847

Additional 1–9b Reserved . . . . . . . . . . . . . . . . . . . . . . . . 1–9b

10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . 10
Income
11 Alimony received . . . . . . . . . . . . . . . . . . . . . . 11
12 Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . 12
13 Capital gain or (loss). Attach Schedule D if required. If not required, check here ▶ 13
14 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . 14
15a Reserved . . . . . . . . . . . . . . . . . . . . . . . . 15b
16a Reserved . . . . . . . . . . . . . . . . . . . . . . . . 16b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E 17
18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . 18
19 Unemployment compensation . . . . . . . . . . . . . . . . . 19
20a Reserved . . . . . . . . . . . . . . . . . . . . . . . . 20b
21 Other income. List type and amount ▶ 21 75663
22 Combine the amounts in the far right column. If you don’t have any adjustments to
income, enter here and include on Form 1040, line 6. Otherwise, go to line 23 . . 22 75663
Adjustments 23 Educator expenses . . . . . . . . . . . . 23
to Income 24 Certain business expenses of reservists, performing artists,
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 Deductible part of self-employment tax. Attach Schedule SE 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
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F Schedule 1 (Form 1040) 2018
Form 9465
(Rev. December 2018)
▶ Go
Installment Agreement Request
to www.irs.gov/Form9465 for instructions and the latest information. OMB No. 1545-0074
▶ If you are filing this form with your tax return, attach it to the front of the return.
Department of the Treasury
Internal Revenue Service ▶ See separate instructions.

Tip: If you owe $50,000 or less, you may be able to avoid filing Form 9465 and establish an installment agreement online, even if you
haven’t yet received a tax bill. Go to www.irs.gov/OPA to apply for an Online Payment Agreement.
Part I
This request is for Form(s) (for example, Form 1040 or Form 941) ▶ 1040
Enter tax year(s) or period(s) involved (for example, 2016 and 2017, or January 1, 2017 to June 30, 2017) ▶ 2018
1a Your first name and initial Last name Your social security number
SURAJ KATWAL 003634847
If a joint return, spouse’s first name and initial Last name Spouse’s social security number

Current address (number and street). If you have a P.O. box and no home delivery, enter your box number. Apt. number
523 PEPPER TREE DRIVE
City, town or post office, state, and ZIP code. If a foreign address, also complete the spaces below (see instructions).
BREA, CA 92821
Foreign country name Foreign province/state/county Foreign postal code

1b If this address is new since you filed your last tax return, check here . . . . . . . . . . . . . . . . . ▶ ✔

2 Name of your business (must no longer be operating) Employer identification number (EIN)

3 5624126538 Anytime 4
Your home phone number Best time for us to call Your work phone number Ext. Best time for us to call
5 Enter the total amount you owe as shown on your tax return(s) (or notice(s)) . . . . . . . . 5 9948
6 If you have any additional balances due that aren’t reported on line 5, enter the amount here (even if
the amounts are included in an existing installment agreement) . . . . . . . . . . . . 6
7 Add lines 5 and 6 and enter the result . . . . . . . . . . . . . . . . . . . . 7 9948
8 Enter the amount of any payment you’re making with this request. See instructions . . . . . 8
9 Amount owed. Subtract line 8 from line 7 and enter the result . . . . . . . . . . . . 9 9948
10 Divide the amount on line 9 by 72 and enter the result . . . . . . . . . . . . . . . 10 138
11a Enter the amount you can pay each month. Make your payment as large as possible to limit interest
and penalty charges, as these charges will continue to accrue until you pay in full. If you have
an existing installment agreement, this amount should represent your total proposed monthly
payment amount for all your liabilities. If no payment amount is listed on line 11a, a payment will
be determined for you by dividing the balance due on line 9 by 72 months . . . . . . . 11a $ 1000
b If the amount on line 11a is less than the amount on line 10 and you’re able to increase your payment
to an amount that is equal to or greater than the amount on line 10, enter your revised monthly payment 11b $
• If you can’t increase your payment on line 11b to more than or equal to the amount shown on line 10, check the box. Also,
complete and attach Form 433-F, Collection Information Statement . . . . . . . . . . . . . . . . . . .
• If the amount on line 11a (or 11b, if applicable) is more than or equal to the amount on line 10 and the amount you owe is
over $25,000 but not more than $50,000, then you don’t have to complete Form 433-F. However, if you don’t complete Form
433-F, then you must complete either line 13 or 14.
• If the amount on line 9 is greater than $50,000, complete and attach Form 433-F.
12 Enter the date you want to make your payment each month. Don’t enter a date later than the 28th 12 8
13 If you want to make your payments by direct debit from your checking account, see the instructions and fill in lines 13a and
13b. This is the most convenient way to make your payments and it will ensure that they are made on time.
▶ a Routing number
▶ b Account number
I authorize the U.S. Treasury and its designated Financial Agent to initiate a monthly ACH debit (electronic withdrawal) entry to the financial institution account
indicated for payments of my federal taxes owed, and the financial institution to debit the entry to this account. This authorization is to remain in full force and
effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke payment, I must contact the U.S. Treasury Financial Agent at
1-800-829-1040 no later than 14 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the
electronic payments of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payments.

c Low-income taxpayers only. If you’re unable to make electronic payments through a debit instrument by providing your
banking information on lines 13a and 13b, check this box and your user fee will be reimbursed upon completion of your
installment agreement. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14 If you want to make payments by payroll deduction, check this box and attach a completed Form 2159 . . . . . . .

Your signature Date Spouse’s signature. If a joint return, both must sign. Date

For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 14842Y Form 9465 (Rev. 12-2018)
 8965
OMB No. 1545-0074
Health Coverage Exemptions
Form

Department of the Treasury

▶ Attach to Form 1040. 2018
Attachment
Internal Revenue Service
▶ Go to www.irs.gov/Form8965 for instructions and the latest information. Sequence No. 75
Name as shown on return Your social security number
SURAJ KATWAL 003634847
Complete this form if you have a Marketplace-granted coverage exemption or you are claiming a coverage exemption
on your return.
Marketplace-Granted Coverage Exemptions for Individuals. If you and/or a member of your tax household
Part I
have an exemption granted by the Marketplace, complete Part I.
(a) (b) (c)
Name of Individual SSN Exemption Certificate Number

6
Part II Coverage Exemptions Claimed on Your Return for Your Household
7 If you are claiming a coverage exemption because your household income or gross income is below the filing threshold,
check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶
Coverage Exemptions Claimed on Your Return for Individuals. If you and/or a member of your tax
Part III
household are claiming an exemption on your return, complete Part III.
(c) (d)
(a) (b) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p)
Exemption Full
Name of Individual SSN Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
Type Year

SURAJ KATWAL 003634847 B X

8

10

11

12

13
For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 37787G Form 8965 (2018)
 2018 Form 1040-V
Department of the Treasury
Internal Revenue Service

What Is Form 1040-V • To help us process your payment, enter the amount on
It’s a statement you send with your check or money order the right side of your check like this: $ XXX.XX. Don’t use
for any balance due on the “Amount you owe” line of your dashes or lines (for example, don’t enter “$ XXX—” or
2018 Form 1040 or Form 1040NR. “$ XXX xx/100”).
No checks of $100 million or more accepted. The IRS
Consider Making Your Tax Payment can’t accept a single check (including a cashier’s check)
Electronically—It’s Easy for amounts of $100,000,000 ($100 million) or more. If you
You can make electronic payments online, by phone, or are sending $100 million or more by check, you will need
from a mobile device. Paying electronically is safe and to spread the payments over two or more checks, with
secure. When you schedule your payment you will receive each check made out for an amount less than $100 million.
immediate confirmation from the IRS. Go to www.irs.gov/ Pay by cash. This is an in-person payment option for
Payments to see all your electronic payment options. individuals provided through retail partners with a maximum
of $1,000 per day per transaction. To make a cash payment,
How To Fill In Form 1040-V you must first be registered online at
Line 1. Enter your social security number (SSN). www.officialpayments.com/fed, our Official Payment provider.
If you are filing a joint return, enter the SSN shown first
on your return.
How To Send In Your 2018 Tax Return,
Payment, and Form 1040-V
Line 2. If you are filing a joint return, enter the SSN shown
second on your return. • Don’t staple or otherwise attach your payment or Form
1040-V to your return. Instead, just put them loose in the
Line 3. Enter the amount you are paying by check or envelope.
money order. If paying at IRS.gov don’t complete this
form. • Mail your 2018 tax return, payment, and Form 1040-V to
the address shown on the back that applies to you.
Line 4. Enter your name(s) and address exactly as shown
on your return. Please print clearly. How To Pay Electronically
How To Prepare Your Payment Pay Online
• Make your check or money order payable to “United Paying online is convenient, secure, and helps make sure we
States Treasury.” Don’t send cash. If you want to pay in get your payments on time. You can pay using either of the
cash, in person, see Pay by cash. following electronic payment methods. To pay your taxes
online or for more information, go to www.irs.gov/Payments.
• Make sure your name and address appear on your
check or money order. IRS Direct Pay
• Enter your daytime phone number and your SSN on Pay your taxes directly from your checking or savings
your check or money order. If you have an Individual account at no cost to you. You receive instant confirmation
Taxpayer Identification Number (ITIN), enter it wherever that your payment has been made, and you can schedule
your SSN is requested. If you are filing a joint return, enter your payment up to 30 days in advance.
the SSN shown first on your return. Also enter “2018 Debit or Credit Card
Form 1040” or “2018 Form 1040NR,” whichever is The IRS doesn’t charge a fee for this service; the card
appropriate. processors do. The authorized card processors and their
phone numbers are all on www.irs.gov/Payments.
Cat. No. 20975C Form 1040-V (2018)
▼ Detach Here and Mail With Your Payment and Return ▼

1040-V Payment Voucher

Form

OMB No. 1545-0074

Department of the Treasury

Internal Revenue Service (99)
▶ Do not staple or attach this voucher to your payment or return. 2018
1 Your social security number (SSN) 2 If a joint return, SSN shown second 3 Amount you are paying by check or Dollars Cents
(if a joint return, SSN shown first on your return) on your return money order. Make your check or
money order payable to “United
003634847 States Treasury”
4 Your first name and initial Last name
Print or type

SURAJ KATWAL
If a joint return, spouse’s first name and initial Last name

Home address (number and street) Apt. no. City, town or post office, state, and ZIP code (If a foreign address, also complete spaces below.)
523 PEPPER TREE DRIVE BREA, CA 92821
Foreign country name Foreign province/state/county Foreign postal code

For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 20975C
Form 1040-V (2018) Page 2

IF you live in . . . THEN use this address to send in your payment . . .

Florida, Louisiana, Mississippi, Texas Internal Revenue Service

P.O. Box 1214
Charlotte, NC 28201-1214
Alaska, Arizona, California, Colorado, Hawaii, Idaho, Nevada, Internal Revenue Service
New Mexico, Oregon, Utah, Washington, Wyoming P.O. Box 7704
San Francisco, CA 94120-7704
Arkansas, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Internal Revenue Service
Montana, Nebraska, North Dakota, Ohio, Oklahoma, P.O. Box 802501
South Dakota, Wisconsin Cincinnati, OH 45280-2501
Alabama, Georgia, Kentucky, New Jersey, North Carolina, Internal Revenue Service
South Carolina, Tennessee, Virginia P.O. Box 931000
Louisville, KY 40293-1000
Delaware, Maine, Massachusetts, Missouri, New Hampshire, Internal Revenue Service
New York, Vermont P.O. Box 37008
Hartford, CT 06176-7008
Connecticut, District of Columbia, Maryland, Pennsylvania, Internal Revenue Service
Rhode Island, West Virginia P.O. Box 37910
Hartford, CT 06176-7910
A foreign country, American Samoa, or Puerto Rico (or are Internal Revenue Service
excluding income under Internal Revenue Code 933), or use an P.O. Box 1303
APO or FPO address, or file Form 2555, 2555-EZ, or 4563, or are Charlotte, NC 28201-1303
a dual-status alien or nonpermanent resident of Guam or the
U.S. Virgin Islands.
 TAXABLE YEAR FORM

2018 California Resident Income Tax Return 540

Check here if this is an AMENDED return. Fiscal year filers only: Enter month of year end: month________ year 2019.
Your first name Initial Last name Suffix Your SSN or ITIN

S U R A J K A T W A L 0 0 3 6 3 4 8 4 7 A

If joint tax return, spouse’s/RDP’s first name Initial Last name Suffix Spouse’s/RDP’s SSN or ITIN
R

Additional information (see instructions) PBA code

Street address (number and street) or PO box Apt. no/ste. no. PMB/private mailbox
RP

5 2 3 P E P P E R T R E E D R I V E
City (If you have a foreign address, see instructions) State ZIP code

B R E A C A 9 2 8 2 1
Foreign country name Foreign province/state/county Foreign postal code

Your DOB (mm/dd/yyyy) Spouse's/RDP's DOB (mm/dd/yyyy)

Prior Date of
Name Birth

 05211990 
Your prior name (see instructions) Spouse’s/RDP’s prior name (see instructions)
 K A T W A L 
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.

Status
Filing

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 amount you enter in the box by the pre-printed dollar amount for that line. Whole dollars only
7 Personal: If you checked box 1, 3, or 4 above, enter 1 in the box. If you checked
box 2 or 5, enter 2, in the box. If you checked the box on line 6, see instructions. .  7 X $118 =  $
1 118
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.
Exemptions

Dependent 1 Dependent 2 Dependent 3

First Name
  
Last Name
  
SSN
  
Dependent's
relationship   
to you

Total dependent exemptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  10 X $367 =  $

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

3101183 Form 540 2018 Side 1

 Your name: S U R A J K A T WA L Your SSN or ITIN: 0 0 3 6 3 4 8 4 7

12 State wages from your Form(s) W-2, box 16. . . . . . . . . . . . . . . . . . . . . . . .  12 . 00

13 Enter federal adjusted gross income from Form 1040, line 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  13 75663 . 00

14 California adjustments – subtractions. Enter the amount from Schedule CA (540), line 37, column B . . . .  14 . 00
15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses. See instructions. . . . . . . . 15 75663 . 00
Taxable Income

16 California adjustments – additions. Enter the amount from Schedule CA (540), line 37, column C. . . . . . .  16 . 00
California adjusted gross income. Combine line 15 and line 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  75663 . 00

{ {
17 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,401
• 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 4401 . 00

19 Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0- . . . . . . . . . . . . . . .  19 71262 . 00

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

 FTB 3800  FTB 3803. . . . . . . . . . . . . . . . . . . . . . . . . . . .  31 3884 . 00

32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than $194,504,
118
see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  32 . 00
Tax

33 Subtract line 32 from line 31. If less than zero, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  33
3766
. 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 3766 . 00

40 Nonrefundable Child and Dependent Care Expenses Credit. See instructions . . . . . . . . . . . . . . . . . . . . . . .  40 . 00

43 Enter credit name code  and amount. . . .  43 . 00
Special Credits

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

45 To claim more than two credits, see instructions. Attach Schedule P (540). . . . . . . . . . . . . . . . . . . . . . . . .  45 . 00
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 3766 . 00

61 Alternative minimum tax. Attach Schedule P (540). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  61 . 00

Other Taxes

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

63 Other taxes and credit recapture. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  63 . 00
64 Add line 48, line 61, line 62, and line 63. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  64 3766 . 00

Side 2 Form 540 2018 3102183

 Your name: S U R A J K A T WA L Your SSN or ITIN: 0 0 3 6 3 4 8 4 7

71 California income tax withheld. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  71 . 00

72 2018 CA estimated tax and other payments. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  72 . 00
Payments

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

74 Excess SDI (or VPDI) withheld. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  74 . 00
75 Earned Income Tax Credit (EITC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  75 . 00
76 Add lines 71 through 75. These are your total payments. See instructions. . . . . . . . . . . . . . . . . . . . . . . . .  76 . 00

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

Use Tax

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

You paid your use tax obligation directly to CDTFA.

92 Payments balance. If line 76 is more than line 91, subtract line 91 from line 76. . . . . . . . . . . . . . . . . . . . .  92 . 00
Overpaid Tax/Tax Due

93 Use Tax balance. If line 91 is more than line 76, subtract line 76 from line 91. . . . . . . . . . . . . . . . . . . . . .  93 . 00
94 Overpaid tax. If line 92 is more than line 64, subtract line 64 from line 92 . . . . . . . . . . . . . . . . . . . . . . . . .  94 . 00
95 Amount of line 94 you want applied to your 2019 estimated tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  95 . 00
96 Overpaid tax available this year. Subtract line 95 from line 94. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  96 . 00
97 Tax due. If line 92 is less than line 64, subtract line 92 from line 64. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  97 3766 . 00

Code Amount
Contributions

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

This space reserved for 2D barcode

This space reserved for 2D barcode

3103183 Form 540 2018 Side 3

Your name: S U R A J K A T WA L Your SSN or ITIN: 0 0 3 6 3 4 8 4 7

Code Amount

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

California Firefighters’ Memorial Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  406 . 00

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

California Peace Officer Memorial Foundation Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  408 . 00

California Sea Otter Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  410 . 00

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

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

State Children’s Trust Fund for the Prevention of Child Abuse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  430 . 00
Contributions

Prevention of Animal Homelessness and Cruelty Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  431 . 00

Revive the Salton Sea Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  432 . 00

California Domestic Violence Victims Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  433 . 00

Special Olympics Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  434 . 00

Type 1 Diabetes Research Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  435 . 00

California YMCA Youth and Government Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . .  436 . 00

Habitat for Humanity Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  437 . 00

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

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

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

Organ and Tissue Donor Registry Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . .  441 . 00

National Alliance on Mental Illness California Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . .  442 . 00

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

110 Add code 400 through code 443. This is your total contribution. . . . . . . . . . . . . . . . . . . . . . . . . . . . .  110 . 00

Side 4 Form 540 2018 3104183

 Your name: S U R A J K A T WA L Your SSN or ITIN: 0 0 3 6 3 4 8 4 7

111 AMOUNT YOU OWE. If you do not have an amount on line 96, add line 93, line 97, and line 110. See instructions. Do not send cash.
Mail to: FRANCHISE TAX BOARD
You Owe
Amount

PO BOX 942867
SACRAMENTO CA 94267-0001. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  111 . 00
3766
, ,
Pay online – Go to ftb.ca.gov/pay for more information.
Interest and

112 Interest, late return penalties, and late payment penalties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 . 00
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 3766 . 00

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 , , . 00
Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a deposit slip. See instructions.
Refund and Direct Deposit

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  116 Direct deposit amount

Savings , , . 00
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 , , . 00
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)

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

(    )
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/RDP’s
signature.
Firm’s name (or yours, if self-employed)  PTIN
Joint tax return?
(See instructions)
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

(    )

3105183 Form 540 2018 Side 5

 TAXABLE YEAR SCHEDULE

2018 California Adjustments — Residents CA (540)

Important: Attach this schedule behind Form 540, Side 5 as a supporting California schedule.
Names(s) as shown on tax return SSN or ITIN

S U R A J K A T W A L 0 0 3 6 3 4 8 4 7
Part I Income Adjustment Schedule
Section A – Income from federal Form 1040
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   
2 
Taxable interest (a)   . . . . . . . . . . . . . . . . . . . . . . . . . . 2(b)   
3 
Ordinary dividends. See instructions. (a)   . . . . . . . . . 3(b)   
4 
IRAs, pensions, and annuities. See instructions. (a)   . . . . . . . . . 4(b)   
5 
Social security benefits. (a)   . . . . . . . . . 5(b)  
Section B – Additional Income from federal Schedule 1 (Form 1040)
10 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . 10  
11 Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11  
12 Business income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12   
13 Capital gain or (loss). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13   
14 Other gains or (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14   
15a Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15(b)
16a Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16(b)
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc . . . . . . . . . . . . . . . 17   
18 Farm income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18   
19 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19  
20a Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20(b)

{
21 Other income. a  a
a California lottery winnings e NOL from FTB 3805Z, b  b
b Disaster loss deduction from FTB 3805V 3806, 3807, or 3809 21  75663 c c 
c Federal NOL f Other (describe): d  d
(federal Schedule 1 (Form 1040), line 21)  e  e
d NOL deduction from FTB 3805V f  f 
22 Total. Combine line 1 through line 21 in column A. Add line 1 through line 21f in
column B and column C. Go to Section C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22  75663  

Section C – Adjustments to Income from federal Schedule 1 (Form 1040)

23 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23  
24 Certain business expenses of reservists, performing artists, and fee-basis
government officials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24   
25 Health savings account deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25  
26 Moving expenses. Attach federal Form 3903. See instructions . . . . . . . . . . . . . . . . . . . . 26  
27 Deductible part of self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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  – –
Last name  . . 31a  
32 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 
33 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33  
34 Reserved. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
35 Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
36 Add line 23 through line 31a and line 32 through line 35 in columns A, B, and C.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36   

37 Total. Subtract line 36 from line 22 in columns A, B, and C. See instructions . . . . . . . . . 37  75663  

For Privacy Notice, get FTB 1131 ENG/SP. 613 7731184 Schedule CA (540) 2018 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
1 
Medical and dental expenses . . . . . . . . . . . . . . . . . . . . . . . . .    1
2 
Enter amount from federal Form 1040, line 7    75663 . . . . . . . . . . . . . 2
3 
Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . . . . . . . . . .    5675 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 lines 5a through 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 lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7   
Interest You Paid
8a Home mortgage interest and points reported to you on Form 1098 . . . . . . . . . . . . . . . . 8a  
8b Home mortgage interest not reported to you on Form 1098 . . . . . . . . . . . . . . . . . . . . . . 8b  
8c Points not reported to you on Form 1098 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8c  
8d Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d
8e Add lines 8a through 8c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e  
9 Investment interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9   
10 Add lines 8e and 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 lines 11 through 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 Adjustments to Federal Itemized Deductions. Combine line 17 column A less column B plus column C . . . . . . . . . . . . .  18

Side 2 Schedule CA (540) 2018 613 7732184

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 lines 19 through 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  22

23  75663
Enter amount from federal Form 1040, line 7  

24 Multiply line 23 by 2% (0.02). If less than zero, enter 0. . . . . . . . . . . . . . . . . . . . . . .  24 1513

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . $194,504
Head of household . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $291,760
Married/RDP filing jointly or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . $389,013
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 . . . . . . . . . . . . . . . . $4,401
Married/RDP filing jointly, head of household, or qualifying widow(er) . . . . . . $8,802

Transfer the amount on line 30 to Form 540, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  30 4401

This space reserved for 2D barcode

This space reserved for 2D barcode

613 7733184 Schedule CA (540) 2018 Side 3

2018 Instructions for Form FTB 3582
Payment Voucher for Individual e-filed Returns
General Information 2. If no balance is due, do not complete or mail the voucher below.
Complete the voucher at the bottom of this page if a balance is due. Print
Use form FTB 3582, Payment Voucher for Individual e-filed Returns, only if your name(s), address, SSNs or ITINs, and amount of ­payment in the
both of the following apply: ­designated space. Using black or blue ink, print all names and words in
•• You filed your tax return electronically. CAPITAL LETTERS. Scanning machines may not be able to read other
•• You have a balance due and pay with a check or money order. colors of ink or pencil.
If you do not have a balance due, do not complete or mail the voucher below. The information on form FTB 3582 should match the information that
If you owe tax, choose one of the following payment options: was electronically transmitted to the FTB and the information printed on
the paper copy of your 2018 Form 540, Form 540 2EZ, or the Long or
•• Web Pay – Pay the amount you owe using our secure online payment Short Form 540NR.
service. Go to ftb.ca.gov/pay. If you pay online, do not complete or mail
the voucher below. 3. Using black or blue ink, make your check or money order payable to
•• Credit Card – Use your major credit card. Call 800.272.9829 or go to “Franchise Tax Board.” Do not send cash. Write your SSN or ITIN and
officialpayments.com, use code 1555. Official Payments Corp. charges “2018 FTB 3582” on the check or money order. Make all checks or
a convenience fee for using this service. If you pay by credit card, do not money orders payable in U.S. dollars and drawn against a U.S. ­financial
complete or mail the voucher below. institution.
•• Check or Money Order – You can pay the balance due with a check or 4. Detach the payment voucher from the bottom of this page, only if
money order using the voucher below. an amount is due. Enclose, but do not staple, your payment with the
Mandatory Electronic Payments voucher and mail to:
You are required to remit all your payments electronically once you make an FRANCHISE TAX BOARD
estimate or extension payment exceeding $20,000 or you file an original tax PO BOX 942867
return with a total tax liability over $80,000. Once you meet this threshold, SACRAMENTO CA 94267-0008
all subsequent payments regardless of amount, tax type, or taxable year Do not mail a paper copy of your tax return to the FTB. Keep it for your
must be remitted electronically. The first payment that would trigger the records. Mailing a paper copy of your e-filed tax return may cause a
mandatory e-pay requirement does not have to be made electronically. delay in processing.
Individuals that do not send the payment electronically will be subject to a
1% noncompliance penalty. Electronic payments can be made using Web When to Make Your Payment
Pay on FTB’s website, electronic funds withdrawal as part of the e-file return, If you have a balance due on your 2018 tax return, mail form FTB 3582 to the
or your credit card. For more information or to obtain the waiver form, go to FTB with your payment for the full amount by April 15, 2019.
ftb.ca.gov/e-pay.
If you cannot pay the full amount you owe by April 15, 2019, pay as much
Private Mail Box (PMB) as you can when you mail in form FTB 3582 to minimize ­additional charges.
Include the PMB in the address field. Write “PMB” first, then the box To request monthly payments file form FTB 3567, Installment Agreement
number. Example: 111 Main Street PMB 123. Request. To get form FTB 3567, go to ftb.ca.gov and search for installment
Foreign Address agreement or call 800.338.0505 and follow the recorded instructions. Enter
If you have a foreign address, follow the country’s practice for entering the code 949 when instructed.
city, county, province, state, country, and postal code, as applicable, in the
appropriate boxes. Do not abbreviate the country name. Penalties and Interest
If you fail to pay your total tax liability by April 15, 2019, you will incur a late
Instructions payment penalty plus interest. We may waive the late payment penalty based
Is your form FTB 3582 preprinted with your information? on reasonable cause. Reasonable cause is presumed when 90% of the tax
Yes. Go to number 1.    No. Go to number 2. shown on the return is paid by the original due date of the return. However,
the imposition of interest is mandatory. If, after April 15, 2019, you find
1. Verify that your name(s), address, social security number(s) (SSNs) that your estimate of tax due was too low, pay the additional tax as soon as
or individual taxpayer identification number(s) (ITINs), and amount of possible to avoid or minimize further accumulation of penalties and interest.
payment are correct before you write your check or money order. Pay your additional tax online with Web Pay or with another form FTB 3582.
If you need to make a change, use a black or blue ink pen to draw a line If you do not file your tax return by October 15, 2019, you will incur a late
through the incorrect information and clearly print the new information. filing penalty plus interest from the original due date of the tax return.
­Scanning machines may not be able to read other colors of ink or pencil.
Then go to ­number 3.
Save the stamp – pay online with Web Pay!
DETACH HERE IF NO PAYMENT IS DUE, DO NOT MAIL THIS VOUCHER DETACH HERE

Calendar year – File and Pay by April 15, 2019 CAUTION: You may be required to pay electronically. See instructions.

TAXABLE YEAR CALIFORNIA FORM

2018 Payment Voucher for Individual e-filed Returns 3582 (e-file)

Your first name Initial Last name Your SSN or ITIN
SURAJ KATWAL 0 0 3 6 3 4 8 4 7
If joint payment, spouse’s/RDP’s first name Initial Last name Spouse’s/RDP’s SSN or ITIN

Address (number and street, PO box, or PMB no.) Apt. no./Ste.no.

523 PEPPER TREE DRIVE
City (If you have a foreign address, see instructions) State ZIP code
BREA C A 9 2 8 2 1
IF NO PAYMENT IS DUE, DO NOT MAIL THIS VOUCHER. Do not mail a paper copy of your tax Amount of payment
IF AN AMOUNT IS DUE, ­return with this payment voucher.
MAIL TO: FRANCHISE TAX BOARD Mailing a paper copy of your e-filed tax
PO BOX 942867 return may cause a delay in processing. , , . 00
SACRAMENTO CA 94267-0008

For Privacy Notice, get FTB 1131 ENG/SP. 1251183 FTB 3582 2018
Date Accepted DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR California Online e-file Return Authorization FORM

2018 for Individuals 8453-OL

Your first name and initial Last name Suffix Your SSN or ITIN
SURAJ KATWAL 003634847
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. PMB/private mailbox Daytime telephone number
523 PEPPER TREE DRIVE 5624126538
City State ZIP code
BREA CA 92821
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  75663
2 Refund or no amount due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 

3 Amount you owe. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3  3766

Part II Settle Your Account Electronically for Taxable Year 2018 (Payment due 4/15/2019)
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 2019 These are not installment payments for the current amount you owe.
First Payment Second Payment Third Payment Fourth Payment
Due 4/15/2019 Due 6/17/2019 Due 9/16/2019 Due 1/15/2020
6 Amount
7 Withdrawal date
Part IV Banking Information (Have you verified your banking information?)
8 Amount of refund to be directly deposited to account below 12 The remaining amount of my refund for direct deposit
9 Routing number 13 Routing number
10 Account number 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. 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 2018 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 2018