Fillable Printable 2011 Form 540 - California Resident Income Tax Return
Fillable Printable 2011 Form 540 - California Resident Income Tax Return
2011 Form 540 - California Resident Income Tax Return
3101113
12 State wages from your Form(s) W-2, box 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 00
13 Enter federal adjusted gross income from Form 1040, line 37; 1040A, line 21; or 1040EZ, line 4
. . . . . . . . . . . . . 13 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 page 9). . . . . . . . . . . . . . . . . 15 00
16
California adjustments – additions. Enter the amount from Schedule CA (540), line 37, column C . . . . . . . . . . 16 00
17
California adjusted gross income. Combine line 15 and line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 00
18
Enter the Your California itemized deductions from Schedule CA (540), line 44; OR
larger of: Your California standard deduction shown below for your filing status:
• Single or Married/RDP filing separately. . . . . . . . . . . . . . . . . . . . . . . . . . . . . $3,769
• Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . . $7,538
If the circle on line 6 is filled in, STOP. (see page 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 00
19
Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0-. . . . . . . . . . . . . . . . . . . . 19 00
For Privacy Notice, get form FTB 1131.
California Resident Income Tax Return 2011
FORM
540
C1
Side 1
Filing
Status
Exemptions
Fiscal year filers only: Enter month of year end: month________ year 2012.
Taxable IncomeTax
31 Tax. Fill in the circle if from: Tax Table Tax Rate Schedule FTB 3800 FTB 3803. . . . . . . . 31 00
32
Exemption credits. Enter the amount from line 11. If your federal AGI is more than $166,565, (see page 10) . . 32 00
33
Subtract line 32 from line 31. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 00
34
Tax (see page 11). Fill in the circle if from: Schedule G-1 FTB 5870A . . . . . . . . . . . . . . . . . . . . . . . . 34 00
35 Add line 33 and line 34
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 00
P
AC
A
R
RP
Your first name Last name
Initial
If joint tax return, spouse’s/RDP’s first name Last name
Initial
Address (number and street, PO Box, or PMB no.)
City (If you have a foreign address, see page 7.)
Spouse’s/RDP’s SSN or ITIN
Your SSN or ITIN
PBA Code
State ZIP Code
Apt. no./Ste. no.
{
{
6 If someone can claim you (or your spouse/RDP) as a dependent, fill in the circle here (see page 7) . . . . . . . . 6
1 Single 4 Head of household (with qualifying person). (see page 3)
2 Married/RDP filing jointly. (see page 3) 5 Qualifying widow(er) with dependent child. Enter year spouse/RDP died _________
3 Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here______________________________________
If your California filing status is different from your federal filing status, fill in the circle here. . . . . . . . . .
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 filled in 1, 3, or 4 above, enter 1 in the box. If you filled in 2 or 5, enter 2, in
the box. If you filled in the circle on line 6, see page 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
X $102 = $ ___________________
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1;
if both are visually impaired, enter 2
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
X $102 = $ ___________________
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 . . 9
X $102 = $ ___________________
10 Dependents: Enter name and relationship. Do not include yourself or your spouse/RDP. _______________________
_______________________ ________________________ Total dependent exemptions 10
X $315 = $ ___________________
11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . . . . . . . . . . . . . 11 $ ___________________
Prior
Name
If you filed your 2010 tax return under a different last name, write the last name only from the 2010 tax return.
Taxpayer _______________________________________________ Spouse/RDP_____________________________________________
Date of
Birth
Your DOB (mm/dd/yyyy) ______/______/___________ Spouse’s/RDP’s DOB (mm/dd/yyyy) ______/______/___________
0
Get instructions for 540 Form
"What's New" for 540 Form
Side 2 Form 540 C1 2011
3102113
Your name: __________________________________ Your SSN or ITIN: ____________________________
Payments
Overpaid Tax/
Tax Due
71 California income tax withheld (see page 13). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 00
72 2011 CA estimated tax and other payments (see page 13). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
72 00
73 Real estate and other withholding (see page 13)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 00
74 Excess SDI (or VPDI) withheld (see page 13)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 00
75
Add line 71, line 72, line 73, and line 74. These are your total payments (see page 14). . . . . . . . . . . . . . . . . . . . 75 00
91 Overpaid tax. If line 75 is more than line 64, subtract line 64 from line 75. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 00
92 Amount of line 91 you want applied to your 2012 estimated tax
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 00
93
Overpaid tax available this year. Subtract line 92 from line 91 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 00
94
Tax due. If line 75 is less than line 64, subtract line 75 from line 64. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 00
Special Credits Other Taxes
61 Alternative minimum tax. Attach Schedule P (540) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 00
62 Mental Health Services Tax (see page 13)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 00
63 Other taxes and credit recapture (see page 13)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 00
64
Add line 48, line 61, line 62, and line 63. This is your total tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 00
36 Enter the amount from Side 1, line 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 00
40
Nonrefundable Child and Dependent Care Expenses Credit (see page 11). Attach form FTB 3506. . . . . . . . . . . 40 00
41
New jobs credit, amount generated (see page 11) . . . . . . . . . . . . . . . . . . . . . 41 00
42 New jobs credit, amount claimed (see page 11). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
42 00
43 Enter credit name_______________________________code number________ and amount
. . . . . . . . . . . . . . 43 00
44 Enter credit name_______________________________code number________ and amount
. . . . . . . . . . . . . . 44 00
45
To claim more than two credits (see page 12). Attach Schedule P (540) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 00
46 Nonrefundable renter’s credit (see page 12). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
46 00
47
Add line 40 and line 42 through line 46. These are your total credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 00
48
Subtract line 47 from line 36. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 00
Use
Tax
95 Use Tax. This is not a total line (see page 14) . . . . . . . . . . . . . . . . . . . . . . . 95 00
9
Form 540 C1 2011 Side 3
3103113
115 REFUND OR NO AMOUNT DUE. Subtract line 95 and line 110 from line 93 (see page 16).
Mail to:
FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0002 . . . . . . . . . . . 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 page 17).
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:
Checking
Savings
Routing number Type Account number 116 Direct deposit amount
The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
Checking
Savings
Routing number Type Account number 117 Direct deposit amount
111 AMOUNT YOU OWE. Add line 94, line 95, and line 110 (see page 15). Do not send cash.
Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001 . . . . . . . . . . 111
Pay online – Go to
ftb.ca.gov and search for web pay.
Your name: __________________________________ Your SSN or ITIN: ____________________________
Amount
You Owe
Refund and Direct Deposit Interest and
Penalties
.
,
,
00
.
,
,
00
.
,
,
00
.
,
,
00
112 Interest, late return penalties, and late payment penalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 00
113
Underpayment of estimated tax. Fill in circle: FTB 5805 attached FTB 5805F attached . . . . . . . . . 113 00
114
Total amount due (see page 16). Enclose, but do not staple, any payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 00
110 Add code 400 through code 419. This is your total contribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 00
Your signature Spouse’s/RDP’s signature Daytime phone number (optional)
(if a joint tax return, both must sign)
X X Date
IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return.
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.
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) Firm’s address
PTIN
(
)
FEIN
Sign
Here
I
t is unlawful
to forge a
spouse’s/RDP’s
signature.
Joint tax return?
(see page 17)
Do you want to allow another person to discuss this tax return with us? (see page 17) . . . . . . . . . Yes No
__________________________________________________________________ __________________________________
Print Third Party Designee’s Name Telephone Number
( )
Your email address (optional). Enter only one email address.
8
Contributions
Code Amount
California Seniors Special Fund (see page 23) . . . .
400 00
Alzheimer’s Disease/Related Disorders Fund . . . . .
401 00
California Fund for Senior Citizens . . . . . . . . . . . . .
402 00
Rare and Endangered Species
Preservation Program. . . . . . . . . . . . . . . . . . . . .
403 00
State Children’s Trust Fund for the Prevention
of Child Abuse. . . . . . . . . . . . . . . . . . . . . . . . . . .
404 00
California Breast Cancer Research Fund . . . . . . . . .
405 00
California Firefighters’ Memorial Fund . . . . . . . . . .
406 00
Emergency Food for Families Fund . . . . . . . . . . . . .
407 00
California Peace Officer Memorial
Foundation Fund . . . . . . . . . . . . . . . . . . . . . . . . .
408 00
Code Amount
California Sea Otter Fund . . . . . . . . . . . . . . . . . . . .
410 00
Municipal Shelter Spay-Neuter Fund. . . . . . . . . . . .
412 00
California Cancer Research Fund . . . . . . . . . . . . . .
413 00
ALS/Lou Gehrig’s Disease Research Fund. . . . . . . .
414 00
Arts Council Fund . . . . . . . . . . . . . . . . . . . . . . . . . .
415 00
California Police Activities League
(CALPAL) Fund . . . . . . . . . . . . . . . . . . . . . . . . . .
416 00
California Veterans Homes Fund. . . . . . . . . . . . . . .
417 00
Safely Surrendered Baby Fund . . . . . . . . . . . . . . . .
418 00
Child Victims of Human Trafficking Fund . . . . . . . .
419 00
