accounting hw

2019-540.pdf

Home >Business & Finance homework help >Accounting homework help >accounting hw

3101193 Form 540 2019 Side 1

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

E x e m

p ti

o n

▶ 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

box 2 or 5, enter 2 in the box. If you checked the box on line 6, see instructions. 7 X $122 =

X $122 =

8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1; if both are visually impaired, enter 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

California Resident Income Tax Return TAXABLE YEAR

2019 FORM

540

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

Your prior name (see instructions) Spouse’s/RDP’s prior name (see instructions)

Single

Married/RDP filing jointly. See inst.

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

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

Head of household (with qualifying person). See instructions.

Qualifying widow(er).

See instructions.F il

in g

S ta

tu s

D a te

o f

B ir

th P

ri o

r N

a m

Enter year spouse/RDP died.

•

• •

•



Total dependent exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 X $378 = $

Dependent's relationship to you

•

Dependent 1 Dependent 2 Dependent 3

First Name

Last Name

SSN •••

10 Dependents: Do not include yourself or your spouse/RDP.

Your first name Initial Last name Suffix Your SSN or ITIN

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

Additional information (see instructions) PBA code

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

City (If you have a foreign address, see instructions) State ZIP code

Foreign country name Foreign province/state/county Foreign postal code

Check here if this is an AMENDED return. Fiscal year filers only: Enter month of year end: month________ year 2020.

333

3102193Side 2 Form 540 2019

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

Ta x a

b le

I n

c o

m e

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

13 Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 8b . . . . . . . . 13 14 California adjustments – subtractions. Enter the amount from Schedule CA (540),

Part I, line 23, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Subtract line 14 from line 13. If less than zero, enter the result in parentheses. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 California adjustments – additions. Enter the amount from Schedule CA (540),

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

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

32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than $200,534, see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

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

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

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

Ta x

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

FTB 3800 FTB 3803 . . . . . . . . . . . . . . . . 31

Schedule G-1 FTB 5870A . .

Your name: Your SSN or ITIN:

S p

e c ia

l C

re d

it s

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

{ {Enter the larger of Your California itemized deductions from Schedule CA (540), Part II, line 30; OR Your California standard deduction shown below for your filing status: • Single or Married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,537 • Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . . $9,074

If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions

. 0040 Nonrefundable Child and Dependent Care Expenses Credit. See instructions. . . . . . . . . . . . . 40

•

• • •

•

46 Nonrefundable renter’s credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

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

•

Enter credit name

code

and amount. . .

333

3103193 Form 540 2019 Side 3

P a y m

e n

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

72 2019 CA estimated tax and other payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . .

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

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

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

76 Young Child Tax Credit (YCTC). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Add lines 71 through 76. These are your total payments.

See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

O v e rp

a id

T a x /T

a x D

u e

94 Overpaid tax. If line 92 is more than line 64, subtract line 64 from line 92. . . . . . . . . . . . . . .

95 Amount of line 94 you want applied to your 2020 estimated tax . . . . . . . . . . . . . . . . . . . . . .

96 Overpaid tax available this year. Subtract line 95 from line 94 . . . . . . . . . . . . . . . . . . . . . . . .

97 Tax due. If line 92 is less than line 64, subtract line 92 from line 64 . . . . . . . . . . . . . . . . . . .

Your name: Your SSN or ITIN:

U s e T

a x

. 0091 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.

92 Payments balance. If line 77 is more than line 91, subtract line 91 from line 77 . . . . . . . . . . 92

93 Use Tax balance. If line 91 is more than line 77, subtract line 77 from line 91 . . . . . . . . . . . 93

•

O th

e r

Ta x e

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

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

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

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

•

Keep this form for your records – DO NOT MAIL TO FTB

333

3104193Side 4 Form 540 2019

Organ and Tissue Donor Registry Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . .

California Peace Officer Memorial Foundation Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Keep Arts in Schools Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

National Alliance on Mental Illness California Voluntary Tax Contribution Fund . . . . . . . . . . .

California Sea Otter Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Schools Not Prisons Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

California Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . .

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

California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . .

California Breast Cancer Research Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . .

School Supplies for Homeless Children Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

California Firefighters’ Memorial Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

State Parks Protection Fund/Parks Pass Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . .

Emergency Food for Families Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . .

Protect Our Coast and Oceans Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . .

Rape Kit Backlog Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

441

408

425

442

410

443

444

413

431

438

405

422

406

423

439

407

424

440

110

Your name: Your SSN or ITIN:

Code Amount

C o

n tr

ib u

ti o

n s

•

California Seniors Special Fund. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . . . . . . . .

400

401

403

•

333

3105193 Form 540 2019 Side 5

Your name: Your SSN or ITIN:

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

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

113 Underpayment of estimated tax.

112

111

114

113FTB 5805 attached FTB 5805F attached . . . . . . . . . . .

A m

o u

n t

Y o

u O

w e

Pay Online – Go to ftb.ca.gov/pay for more information.

In te

re s

t a

n d

e n

a lt

ie s

R e fu

n d

a n

d D

ir e c t

D e p

o s

115 REFUND OR NO AMOUNT DUE. Subtract the sum of 110, line 112 and line 113 from line 96. See instructions.

115

116

117

Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001. . . . . . .

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. 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:

Routing number

Type

Checking

Savings

Account number

Direct deposit amount

The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:

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.

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

Joint tax return? (See instructions)

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

Your email address. Enter only one email address.

Print Third Party Designee’s Name

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

Firm’s address

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

Preferred phone number

Telephone Number

PTIN

Firm’s FEIN

Yes NoDo you want to allow another person to discuss this tax return with us? See instructions . . . . .

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, PO BOX 942867, SACRAMENTO CA 94267-0001 . . . . .

•

• •

••

• • •

•

Check the box:

Keep this form for your records – DO NOT MAIL TO FTB

333

1028 CB: Off
1038:
1040:
1042:
1039:
1041:
1043:
1036:
1032:
1035:
1024:
1026:
1025:
1027:
1029 CB: Off
1030 CB: Off
1031 CB: Off
1033 CB: Off
1034 CB: Off
1037 CB: Off
1003:
1004:
1005:
1006:
1007:
1008:
1009:
1010:
1011:
1012:
1013:
1014:
1015:
1016:
1017:
1018:
1019:
1020:
1021:
1022:
1023:
1001 CB: Off
1002:
1052:
1053:
1054:
1048:
1049:
1050:
1044:
1045:
1046:
1056:
1057:
1055:
1051:
1047:
2002:
2001:
2024:
2027:
2025:
2028:
2023:
2026:
2029:
2030:
2016:
2018:
2021:
2022:
2017:
2006:
2008:
2010:
2011:
2005:
2009:
2007:
2003:
2004:
2020 CB: Off
2019 CB: Off
2013 CB: Off
2012 CB: Off
2014 CB: Off
2015 CB: Off
2031:
2032:
2033:
3002:
3001:
3018:
3019:
3020:
3021:
3016:
3017:
3014:
3007:
3008:
3009:
3010:
3011:
3012:
3013:
3015 RB: Off
3004:
3005:
3006:
3003:
4002:
4001:
4023:
4024:
4022:
4021:
4020:
4019:
4018:
4016:
4017:
4014:
4015:
4011:
4012:
4013:
4008:
4009:
4010:
4006:
4007:
4003:
4004:
4005:
5019:
5002:
5001:
5026:
5023:
5027:
5021:
5013:
5017:
5014:
5010:
5009:
5004:
5007:
5008:
5003:
5015:
5011:
5022:
5024:
5020:
5018:
5005 CB: Off
5006 CB: Off
5012 RB: Off
5016 RB: Off
5025 RB: Off