State Tax Knowledge

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State Tax Knowledge

California Form 540 is the most complete version of the state’s individual resident income tax return. Before you start and complete the Form 540, you must complete your federal income tax return. Also, make sure you complete and mail the form and make the payment before the due date.

The 3519 (PIT) form is used for California residents who seek an extension of the filing deadline for their state income tax returns. Successfully filing the 3519 (PIT) automatically allows California residents a six month extension to file their 540 or 540NR state income tax returns.

Form 540 2EZ is the shortest form used to file California income tax returns. There are several requirements that you need to meet in order to file Form 540 2EZ. You might want to use Form 540 2EZ to file your California return because it is the shortest and simplest form available.

California Form 540NR Long can be only completed by nonresidents after they filed their federal income tax return, because they will need to include information’s from their federal income tax return to Form 540NR.

This is the short version of California Form 540NR which can be only used by nonresidents. Please keep in mind that you will have to complete your federal income tax return first and afterward you can complete the California Form 540NR Short

California Form 540X is a tax return document for residents who need to amend their previous return. Also known as the amended individual tax return form, it is used to correct any errors in income, reimbursements or tax credits on a number of other California 540 tax documents. When filling out your 540X form, you will be given the chance to explain why you are making an amendment in your tax return.

Schedule CA is used to claim any adjustments in your California return. Filing your California return with Form 540, 540A, or 540 2EZ does not determine if you will or will not need to use Schedule CA.

This form should be used by California residents to claim a credit for taxes paid to other states. By claiming taxes paid to other states, California residents avoid dual taxation on income earned outside of California.

The 540A California state tax form must be filed by all California residents who are:
Filing single or head of household and make more than $14,754 gross or $11,803 adjusted gross income.
Married or RDP filing jointing and make more than $29,508 gross or $23,607 adjusted gross income.
Widow/Widower status and make more than $18,054 gross or $15,103 adjusted gross income.
In addition, you cannot be a claimed dependent on another form. The 540A is a shorter form than the standard 540 tax form, but it includes deductions, credits, and exemptions not found on the ultra-short 540EZ.