Urgently need an accountant for CA tax return DUE TODAY
TAXABLE YEAR
2016 California Resident Income Tax Return FORM
540 Fiscal year filers only: Enter month of year end: month________ year 2017.
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
D a te
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th
Your DOB (mm/dd/yyyy)
Spouse's/RDP's DOB (mm/dd/yyyy)
P ri
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N a m
e
If you filed your 2015 tax return under a different last name, write the last name only from the 2015 tax return. Taxpayer
Spouse/RDP
F il
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S ta
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1 Single
2 Married/RDP filing jointly. See inst.
3 Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here
4 Head of household (with qualifying person). See instructions.
5 Qualifying widow(er) with dependent child. Enter year spouse/RDP died
If your California filing status is different from your federal filing status, check the box here . . . . . . . . . . . . . .
6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See inst . . . . . . . 6
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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 $111 = $
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1; if both are visually impaired, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 X $111 = $
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 X $111 = $
10 Dependents: Do not include yourself or your spouse/RDP.
Dependent 1 First Name
Last Name
SSN
Dependent's relationship to you
Dependent 2
Dependent 3
Total dependent exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 X $344 = $ 11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . . . . . . . . . . . . . . . . . . . . 11 $
Form 540 C1 2016 Side 1
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3101163
Your name: Your SSN or ITIN:
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. 0012 State wages from your Form(s) W-2, box 16 . . . . . . . . . . . . . . . . . . . . . . . . 12 . 0013 Enter federal adjusted gross income from Form 1040, line 37; 1040A, line 21; or 1040EZ, line 4 . . . . . . . . 13
. 0014 California adjustments – subtractions. Enter the amount from Schedule CA (540), line 37, column B . . . . 14
. 0015 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), line 37, column C . . . . . . . 16 . 00 . 0017 California adjusted gross income. Combine line 15 and line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
. 00 { {
18 Enter the larger of
18
Your California itemized deductions from Schedule CA (540), line 44; OR Your California standard deduction shown below for your filing status: • Single or Married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,129 • Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . . . . . $8,258
If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions . . .
. 0019 Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0- . . . . . . . . . . . . . . . 19
Ta x
31 Tax. Check the box if from: Tax Table Tax Rate Schedule
. 00 FTB 3800 FTB 3803 . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
. 00 32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than $182,459,
see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
. 0033 Subtract line 32 from line 31. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
34 Tax. See instructions. Check the box if from: Schedule G-1 FTB 5870A . . . . . . . . . . . 34 . 00 35 Add line 33 and line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 . 00
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. 0040 Nonrefundable Child and Dependent Care Expenses Credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . 40
. 00 43 Enter credit name code and amount . . . . 43
. 0044 Enter credit name code and amount 44 . . . .
. 0045 To claim more than two credits, see instructions. Attach Schedule P (540). . . . . . . . . . . . . . . . . . . . . . . . . 45 46 Nonrefundable renter’s credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 . 00 47 Add line 40 through line 46. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
48 Subtract line 47 from line 35. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
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Ta x e s 61 Alternative minimum tax. Attach Schedule P (540) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
. 00
. 00
. 00
. 0062 Mental Health Services Tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
. 0063 Other taxes and credit recapture. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
64 Add line 48, line 61, line 62, and line 63. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 . 00
Side 2 Form 540 C1 2016 3102163
Your name: Your SSN or ITIN:
P a y
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. 0071 California income tax withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
. 0072 2016 CA estimated tax and other payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
. 0073 Withholding (Form 592-B and/or 593). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
. 0074 Excess SDI (or VPDI) withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
. 0075 Earned Income Tax Credit (EITC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
. 0076 Add lines 71 through 75. These are your total payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . 76
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. 0091 Use Tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
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u e . 0092 Payments balance. If line 76 is more than line 91, subtract line 91 from line 76 . . . . . . . . . . . . . . . . . . . . . 92
. 0093 Use Tax balance. If line 91 is more than line 76, subtract line 76 from line 91 . . . . . . . . . . . . . . . . . . . . . . 93
. 0094 Overpaid tax. If line 92 is more than line 64, subtract line 64 from line 92 . . . . . . . . . . . . . . . . . . . . . . . . . 94
. 0095 Amount of line 94 you want applied to your 2017 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
. 0096 Overpaid tax available this year. Subtract line 95 from line 94 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
. 0097 Tax due. If line 92 is less than line 64, subtract line 92 from line 64 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
This space reserved for 2D barcode
This space reserved for 2D barcode
Form 540 C1 2016 Side 33103163
Your name: Your SSN or ITIN:
C o
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Code Amount
. 00
. 00
. 00
. 00
. 00
. 00
. 00
. 00
. 00
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. 00
. 00
. 00
. 00
. 00
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00
00
00
00
00
. 00
California Seniors Special Fund. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Alzheimer’s Disease/Related Disorders Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
Rare and Endangered Species Preservation Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
California Breast Cancer Research Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
California Firefighters’ Memorial Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Emergency Food for Families Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
California Peace Officer Memorial Foundation Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
California Sea Otter Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
California Cancer Research Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
RESERVED (DO NOT USE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
School Supplies for Homeless Children Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422
State Parks Protection Fund/Parks Pass Purchase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423
Protect Our Coast and Oceans Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
424
Keep Arts in Schools Fund 425
State Children’s Trust Fund for the Prevention of Child Abuse 430
Prevention of Animal Homelessness and Cruelty Fund 431
Revive the Salton Sea Fund 432
California Domestic Violence Victims Fund 433
Special Olympics Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
434
Type 1 Diabetes Research Fund 435
110 Add code 400 through code 435. This is your total contribution 110
Side 4 Form 540 C1 2016 (REV 03-2017) 3104163
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Your name: Your SSN or ITIN:
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 . 00
Pay online – Go to ftb.ca.gov for more information.
In te
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ie s 112 Interest, late return penalties, and late payment penalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 . 00
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
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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
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:
116 Direct deposit amount Routing number Type
Checking
Savings
Account number
The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
117 Direct deposit amount Routing number Type
Checking
Savings
Account number
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 and search for privacy notice. 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 Here
It is unlawful to forge a spouse’s/RDP’s signature.
Joint tax return? (See instructions)
Your email address. Enter only one email address. Preferred phone number
Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)
Firm’s name (or yours, if self-employed) PTIN
Firm’s address 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
. . .
Form 540 C1 2016 Side 5
3105163
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