Write your social security number and 1996 Form 540 on it. Attach it to the front of your Form 540 and mail to Refund or Amount You Owe. 35 Alternative minimum tax. Attach Schedule P 540. 36 Other taxes and credit recapture from forms FTB 3501 FTB 3535 FTB 3805P FTB 3805Z or FTB 3806. See instructions. 37 Add line 34 through line 36. This is your total tax. 38 California income tax withheld. 35 Alternative minimum tax. Attach Schedule P 540. 36 Other taxes and credit recapture from forms FTB...3501 FTB 3535 FTB 3805P FTB 3805Z or FTB 3806. See instructions. 37 Add line 34 through line 36. This is your total tax. 38 California income tax withheld. Enter total from your 1996 Form s W-2 W-2G 1099-MISC and 1099-R. Also attach the Form s to Side 1. 38 39 1996 California estimated tax and amount applied from your 1995 return. Include the amount from form FTB 3519 or Schedule K-1 541. FORM California Resident Income Tax Return 1996 Step 1 Use the California mailing label* Otherwise please...print or type. Fiscal year beginning Your first name and initial Last name 1996 ending Your social security number Name and Address If joint return spouse s first name and initial Spouse s social security number. Do Not Write In These Spaces P Present home address number and street including PO Box or rural route AC Apt. no. A City town or post office state and ZIP code R RP Single Married filing joint return even if only one spouse had income Filing Status Head of household with qualifying...person. If the qualifying person is a child but not your dependent enter child s name here. Check only one. Qualifying widow er with dependent child. Enter year spouse died 19 6 If your parent s or someone else can claim you or your spouse if married as a dependent on their tax return check the box here. Exemptions 7 Personal If you checked box 1 3 or 4 above enter 1. If you checked box 2 or 5 enter 2. Do not enter If you checked the box on line 6 see instructions. dollar amounts Blind If you or...if married your spouse are visually impaired enter 1. If both are visually impaired enter 2. in the boxes. 9 Senior If you or if married your spouse are 65 or older enter 1. If both are 65 or older enter 2. Attach check or 10 Dependents Enter name and relationship* Do not include yourself your spouse or the person listed on line 4. money order here. Step 2 Step 3 Enter the total number of dependents 11 Total number of exemptions. Add line 7 through line 10. Step 4 Taxable Income Attach copy of...your Form s W-2 W-2G and 1099-R here. Tax 12 State wages from your Form s W-2 box 17. 13 Federal adjusted gross income from Form 1040 line 31 Form 1040A line 16 Form 1040EZ line 4 or TeleFile Tax Record line H. 14 California adjustments subtractions. Enter the amount from Schedule CA 540 line 31 column B. Caution If the amount on Schedule CA 540 line 31 column B is a negative number see instructions 15 Subtract line 14 from line 13. If less than zero enter the result in parentheses. See...instructions. 18 Enter the Your California itemized deductions from Schedule CA 540 line 38 OR larger of Single or Married filing separate.
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Instructions and Help about CA FTB 540
How to edit CA FTB 540
How to fill out CA FTB 540
Instructions and Help about CA FTB 540
How to edit CA FTB 540
To edit the CA FTB 540 tax form, access a digital version of the form on a platform like pdfFiller. Once opened, you can utilize various editing tools to input or modify data directly within the fields provided. Ensure all entries comply with current regulations.
How to fill out CA FTB 540
Filling out the CA FTB 540 tax form involves multiple steps that are crucial for accurate filing. Start by gathering necessary documents, including W-2s or 1099s, that detail your income. Follow the instructions provided on the form meticulously, entering your personal information and income details in the designated sections.
01
Gather tax documents such as W-2s and 1099s.
02
Open the form using a reliable PDF editor.
03
Fill in your personal details in the correct fields.
04
Calculate total income and include adjustments.
05
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About CA FTB previous version
What is CA FTB 540?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
Due date
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About CA FTB previous version
What is CA FTB 540?
The CA FTB 540 is the California Resident Income Tax Return form used by residents of California to file their annual income tax. This form is necessary for taxpayers to report their income, claim deductions, and calculate their tax liability.
What is the purpose of this form?
The purpose of the CA FTB 540 is to provide the California Franchise Tax Board with detailed information regarding a taxpayer's income and deductions. This allows for the accurate assessment of the tax owed or refund due to the taxpayer.
Who needs the form?
Residents of California who earn income during the year must complete the CA FTB 540. This includes individuals with wages, self-employment income, as well as various other income types. Non-residents and part-year residents will require different forms.
When am I exempt from filling out this form?
You may be exempt from filling out the CA FTB 540 if your total income is below the filing requirement threshold for your status. Additionally, certain groups, like those who do not have legal income sources or are under a specific age, may also be exempt.
Components of the form
The CA FTB 540 consists of several sections, including personal information, income reporting, and deductions. Key components comprise tables for income adjustments, credits applicable based on taxpayer status, and final tax calculations.
Due date
The due date for filing the CA FTB 540 is typically April 15 of the following year unless it falls on a weekend or holiday. In such cases, the deadline may be extended to the next business day. It is essential for taxpayers to file on time to avoid penalties.
What are the penalties for not issuing the form?
Failing to issue the CA FTB 540 or properly filing it can result in penalties, including a failure-to-file penalty and interest on unpaid taxes. These penalties can accumulate rapidly, significantly increasing the amount owed.
What information do you need when you file the form?
When filing the CA FTB 540, you will need your Social Security number, information from all tax documents regarding income (like W-2s and 1099s), details of any deductions and credits you plan to claim, and your bank information if you wish to receive a refund via direct deposit.
Is the form accompanied by other forms?
The CA FTB 540 may need to be accompanied by other relevant forms, such as additional schedules for specific deductions or credits. For example, if you claim certain credits, you might need to include Schedule CA (540) to adjust your income.
Where do I send the form?
The completed CA FTB 540 should be mailed to the California Franchise Tax Board at the designated address listed in the form instructions. This address may vary depending on whether you are including a payment with your return.
FAQ about CA FTB 540
What should I do if I made a mistake on my CA FTB 540 after filing?
If you discover an error after submitting your CA FTB 540, you can file an amended return using Form 540-X. This form allows you to correct mistakes related to your income, deductions, or credits. It's important to file the amended return as soon as you identify the error to minimize any potential penalties or interest.
How can I check the status of my CA FTB 540 submission?
To verify the status of your CA FTB 540 submission, you can visit the California Franchise Tax Board's website and use their online status tool. You will need to provide your Social Security number and the amount of your expected refund or balance due to access your filing status.
What privacy measures does the CA FTB take to protect my information?
The California Franchise Tax Board employs various privacy and data security measures to protect taxpayer information. This includes encryption technologies, secure server protocols, and strict access controls to ensure your personal data remains confidential and secure throughout the filing process.
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