CA
GI
0145
FILING DUE DATE (IF OTHER THAN STANDARD)
PY TP LAST NAME IF DIFF
-
6580
6581
PREPARE CALIFORNIA FORM 540 2EZ
PREPARE CALIFORNIA FORM 540NR (PY / NR RETURN)
PREPARE FORM 540NR SHORT FORM
PREPARE CALIFORNIA FORM 540X
SSMC / RDP FILING STATUS:
1- SSMC Joint
2- SSMC Separate
FORCE SCHEDULE W-2CG
ADDRESS IS SAME AS LAST YEAR
PRIVATE MAILBOX NUMBER
DO NOT PRINT TAXPAYER'S EMAIL ADDRESS
FORCE NEW DCN
DO NOT ATTACH FEDERAL 1040 FOR PAPER FILING
TAXPAYER WAS INVOLVED IN A DISASTER LOSS (N, L, W OR F)
REPRESENTATIVE TYPE (FOR DECEDENT RETURNS)
USED FOR EF PURPOSES ONLY
2- Beneficiary
3- Executor
1
6049
6052
6180
6095
4 - Spouse
5 - Trustee
REPRESENTATIVE EXPLANATION:
[17]
6313
18 ITEMIZED/STANDARD DEDUCTIONS
19 CAPITAL CONSTRUCTION FUND
32 EXEMPTION CREDITS
34 TAX FROM FORM FTB 5870A
40 NONREFUNDABLE CHILD AND DEPENDENT EXPENSES
NONREFUNDABLE RENTER'S CREDIT: QUALIFIES
NONREFUNDABLE RENTER'S CREDIT: OVERRIDE
INTEREST ON DEFERRED TAX FROM INSTALLMENT
OBLIGATIONS
49
IRC SECTION 453A (DEFAULT = SECTION 453)
6216
6219
6210
6092
6612
6314
6254
6085
6013
[75]
6186
ROUTING NUMBER
YES
ACCOUNT TYPE:
YES
61 ALTERNATIVE MINIMUM TAX
62 MENTAL HEALTH SERVICES TAX
OTHER TAXES ON NONQUALIFIED DEFERRED COMP PLAN
OTHER TAXES FROM FTB 3501
OTHER TAXES FROM FTB 3805Z
AMOUNT
ACCOUNT NUMBER
YES
DIRECT DEPOSIT AMOUNT
YES
FOREIGN ACCOUNT
(Yes - No)
YES
ACCOUNT TYPE:
YES
ACCOUNT NUMBER
YES
DIRECT DEPOSIT AMOUNT
[6]
STATE UNEMPLOYMENT WITHHELD
FOREIGN ACCOUNT
(Yes - No)
YES
THRID PARTY DESIGNEE:
YES
CARRY 3RD PARTY DESIGNEE INFORMATION FROM FEDERAL RTN
YES
PREPARER IS 3RD PARTY DESIGNEE
YES
NAME:
74
OVERRIDE TP WAGE AMT TO CALCULATE EXCESS SDI
OVERRIDE SP WAGE AMT TO CALCULATE EXCESS SDI
75 CLAIM OF RIGHT AMOUNT
NO
YES
[20]
2
5128
5112
5175
5115
5496
5471
6100
5492
5222
6067
5130
5673
5422
3048
5356
5131
WITHHOLDINGS FROM OTHER THAN W-2, W-2G, 1099R
EXPLAIN (FOR ELECTRONIC FILING ONLY)
71
73 WITHHOLDINGS FROM FORMS 592-B & 593B
6346
6347
[9]
6349
CA FORM 540 - PAGE 3
CONTRIBUTIONS
400 CALIFORNIA SENIORS SPECIAL FUND
401 ALZHEIMER'S DISEASE OR RELATED DISORDERS
402 CALIFORNIA FUND FOR SENIOR CITIZENS
403 RARE AND ENDANGERED SPECIES PRESERVATION
404 STATE CHILDREN'S TRUST FUND FOR CHILD ABUSE PREVENT
YES
405 CALIFORNIA BREAST CANCER RESEARCH FUND
406 CALIFORNIA FIREFIGHTER'S MEMORIAL FUND
407 EMERGENCY FOOD ASSISTANCE PROGRAM FUND
YES
408 CA PEACE OFFICER MEMORIAL FOUNDATION FUND
410 CALIFORNIA SEA OTTER FUND
412 MUNICIPAL SHELTER SPAY-NEUTER FUND
413 CA CANCER RESEARCH FUND
414 ALS/LOU GEHRIG'S DISEASE RESEARCH FUND
415 ARTS COUNAL FUND
416 CA POLICE ACTIVITIES LEAGE FUND
417 CA VETERANS HOMES FUND
418 SAFELY SURRENDERED BABY FUND
419 CHILD VICTIMS OF HUMAN TRAFFICKING FUND
5482
5142
5143
5144
5145
5202
5212
5066
5147
5507
5598
5583
5597
5506
5581
5582
5584
5599
INTEREST AND PENALTIES
112 INTEREST, LATE RETURN & LATE PMT PENALTY
1099Q
1099S
1099SSA
1099RRB
[17]
6190
6191
5215
6341
(Checking - Savings)
6209
5133
3234
CALIFORNIA INCOME TAX WITHHELD
1099MISC
1099MSA
1099OID
1099PATR
[9]
6189
ROUTING NUMBER
6348
PAYMENTS
1099DIV
1099G
1099INT
1099LTC
[17]
6187
6188
5214
6340
(Checking - Savings)
PHONE NUMBER
CREDITS AND OTHER TAXES
W-2GU
1099A
1099B
1099C
[17]
DEPOSIT ACCOUNT 1
CA FORM 540 - PAGE 2
12 STATE WAGES FROM W-2, BOX 16
63
6183
[17]
DEPOSIT ACCOUNT 2
3- RDP Joint
4- RDP Separate
FILING STATUS CHANGED FROM FEDERAL RETURN
1- Administrator
2011
GENERAL INFORMATION
GUARDIAN / EXECUTOR NAME
PY SP LAST NAME IF DIFF
NOTE: THE FRANCHISE TAX BOARD NO LONGER SUPPORTS CA
FORM 540A FROM COMPUTER GENERATED RETURNS.
46
LAST NAME
CALIFORNIA 1040 DATA SHEET 1
5153
PENALTIES:
DATE OF LATE PAYMENT
DATE OF LATE FILING
6170
5527
5555
5557
5674
AMT OF TAX DUE TO COMPUTE PENALTIES & INT
113 UNDERPAYMENT OF ESTIMATED TAX
6245
6246
5541
5154
OVERPAID TAX
92 AMOUNT TO BE APPLIED TO NEXT YEAR'S ESTIMATED TAX
PURCHASES FROM OUT-OF-STATE OR INTERNET SELLERS
MADE WITHOUT PAYMENT OF CA SALES/USE TAX
95
APPLICABLE SALES & USE TAX RATE
SALES OR USE TAX PD TO ANOTHER STATE FOR PURCHASES
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
5139
5012
6137
5013
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT1
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 2
NR1
CA FORM 540NR - PAGE 1
NR3
6052
5128
5112
5175
5115
PREPARE NONRESIDENT RETURN
12 STATE WAGES FROM W-2, BOX 16
18 ITEMIZED/STANDARD DEDUCTIONS
19 CAPITAL CONTRIBUTION FUND
39 EXEMPTION CREDITS
2011
CA FORM 540NR - PAGE 3
YES
CONTRIBUTIONS
400 CA SENIORS SPECIAL FUND
401 ALZHEIMER'S DISEASE / RELATED DISORDERS
402 CA FUND FOR SENIOR CITIZENS
403 RARE AND ENDANGERED SPECIES PRESERVATION
404 STATE CHILDREN'S TRUST FUND FOR CHILD ABUSE PREVENT
NR2
41
CA FORM 540NR - NONRESIDENT RTN PG 2
5496
TAX FROM FORM FTB 5870A
SPECIAL CREDITS
NONREFUNDABLE CHILD AND DEPENDENT CARE
50
EXPENSES CREDIT AMOUNT
61
405 CA BREAST CANCER RESEARCH FUND
406 CA FIREFIGHTER'S MEMORIAL FUND
407 EMERGENCY FOOD ASSISTANCE PROGRAM FUND
5471
6100
5492
NONREFUNDABLE RENTER'S CREDIT: QUALIFIES
NONREFUNDABLE RENTER'S CREDIT: OVERRIDE
INTEREST ON DEFERRED TAX FROM INSTALLMENT
OBLIGATIONS
63
5222
6067
IRC SECTION 453A (DEFAULT = SECTION 453)
408 CA PEACE OFFICER MEMORIAL FOUNDATION FUND
YES
412 MUNICIPAL SHELTER SPAY-NEUTER FUND
413 CA CANCER RESEARCH FUND
414 ALS/LOU GEHRIG'S DISEASE RESEARCH FUND
YES
OTHER TAXES
72 MENTAL HEALTH SERVICES TAX
OTHER TAXES ON NONQUALIFIED DEFERRED COMP PLAN
OTHER TAXES FROM FORM FTB 3501
FORM FTB 3805Z
AMOUNT
5130
5673
5422
3048
5356
5131
417 CA VETERANS HOMES FUND
418 SAFELY SURRENDERED BABY FUND
419 CHILD VICTIMS OF HUMAN TRAFFICKING FUND
INTEREST AND PENALTIES
INTEREST, LATE RETURN & LATE PAYMENT PENALTIES
122 DATE OF LATE PAYMENT
5133
3234
STATE UNEMPLOYMENT WITHHELD
DATE OF LATE FILING
AMT OF TAX DUE TO COMPUTE PENALTIES & INTEREST
123 UNDERPAYMENT OF ESTIMATED TAX
WITHHOLDINGS FROM OTHER THAN W-2, W-2G, 1099R
EXPLAIN: (ELECTRONIC FILING ONLY)
81
1099DIV
1099G
1099INT
1099LTC
1099MISC
1099MSA
1099OID
1099PATR
1099Q
1099S
1099SSA
1099RRB
83 WITHHOLDINGS FROM FORMS 592-B AND 593B
85 CLAIM OF RIGHT AMOUNT
EZ
6170
5527
5674
9
TOTAL WAGES FROM FORM W-2, BOX 16
10 INTEREST INCOME FROM FORM 1099-INT, BOX 1
11 DIVIDEND INCOME FROM FORM 1099-DIV, BOX 1
12 TAXABLE PENSIONS
5139
13 ALL CAPITAL GAINS FROM MUTUAL FUNDS
14 UNEMPLOYMENT COMPENSATION
15 U.S. SOCIAL SECURITY OR RAILROAD RETIREMENT
19
6245
6246
5541
5154
CA FORM 540 2EZ
PREPARE FORM 540EZ
OVERPAID TAX
102 AMOUNT OF OVERPAYMENT TO BE APPLIED TO NEXT YR TAX
5153
PENALTIES:
PAYMENTS
CALIFORNIA INCOME TAX WITHHELD
W-2GU
1099A
1099B
1099C
415 ARTS COUNCIL FUND
416 CA POLICE ACTIVITIES LEAGE FUND
71 ALTERNATIVE MINIMUM TAX
73
410 CA SEA OTTER FUND
5482
5142
5143
5144
5145
5202
5212
5066
5147
5507
5598
5583
5597
5506
5581
5582
5584
5599
NONREFUNDABLE RENTER'S CREDIT: QUALIFIES
NONREFUNDABLE RENTER'S CREDIT: OVERRIDE
22 TAX WITHHELD FROM FM W-2, BOX 17 OR 1099-R, BOX 10
PURCHASES FROM OUT-OF-STATE OR INTERNET SELLERS
MADE WITHOUT PAYMENT OF CA SALES / USE TAX
23
APPLICABLE SALES AND USE TAX RATE
SALES OR USE TAX PD TO ANOTHER ST FOR PURCHASES
6049
5128
5124
9108
9109
6182
5125
5157
6100
5492
5133
YES
YES
YES
5012
6137
5013
VOLUNTARY CONTRIBUTIONS
400 CA SENIORS SPECIAL FUND
401 ALZHEIMER'S DISEASE / RELATED DISORDERS
402 CA FUND FOR SENIOR CITIZENS
403 RARE AND ENDANGERED SPECIES PRESERVATION
404 ST CHILDREN'S TRUST FUND PREVENTION OF CHILD ABUSE
405 CA BREAST CANCER RESEARCH FUND
406 CA FIREFIGHTER'S MEMORIAL FUND
407 EMERGENCY FOOD ASSISTANCE PROGRAM FUND
408 CA PEACE OFFICER MEMORIAL FOUNDATION FUND
410 CA SEA OTTER FUND
412 MUNICIPAL SHELTER SPAY-NEUTER FUND
413 CA CANCER RESEARCH FUND
414 ALS/LOU GEHRIG'S DISEASE RESEARCH FUND
415 ARTS COUNCIL FUND
416 CA POLICE ACTIVITIES LEAGE FUND
417 CA VETERANS HOMES FUND
418 SAFELY SURRENDERED BABY FUND
419 CHILD VICTIMS OF HUMAN TRAFFICKING FUND
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
5482
5142
5143
5144
5145
5202
5212
5066
5147
5507
5598
5583
5597
5506
5581
5582
5584
5599
ADD-TO
11CADAT2
CA
NRS
DURING CURRENT YEAR
6519
STATE OF RESIDENCE
SPOUSE
402 CALIFORNIA FUND FOR SENIOR CITIZENS
6031
403 RARE AND ENDANGERED SPECIES PRESERVATION
DATE OF RESIDENCY:
404 STATE CHILDREN'S TRUST FUND CHILD ABUSE PREVENT
6029
6037
FROM
TO
-
-
6030
6038
-
-
405 CALIFORNIA BREAST CANCER RESEARCH FUND
406 CALIFORNIA FIREFIGHTER'S MEMORIAL FUND
ACTIVE MILITARY DUTY
6520
5005
STATE OF DOMICILE
TOTAL MILITARY PAY
407 EMERGENCY FOOD ASSISTANCE PROGRAM FUND
6032
5006
408 CA PEACE OFFICER MEMORIAL FOUNDATION FUND
410 CALIFORNIA SEA OTTER FUND
PAGE 1
412 MUNICIPAL SHELTER SPAY-NEUTER FUND
5128
5125
5480
12 STATE WAGES FROM W-2
14 UNEMPLOYMENT COMPENSATION
21 CA ADJUSTED GROSS INCOME
413 CA CANCER RESEARCH FUND
414 ALS/LOU GEHRIG'S DISEASE RESEARCH FUND
415 ARTS COUNCIL FUND
PAGE 2
NONREFUNDABLE RENTER'S CREDIT: QUALIFIES
NONREFUNDABLE RENTER'S CREDIT: OVERRIDE
43 CA INCOME TAX WITHHELD
X
PREPARE CA FORM 540X
ORIGINALLY FILED FORM 540 2EZ
FORM 540X FILED IN RESPONSE TO NOTICE OF PROPOSED ASSESS
ORIGINAL FED RETURN IS BEING OR WILL BE AUDITED
416 CA POLICE ACTIVITIES LEAGE FUND
6100
5492
5133
YES
1- Single
2- Married Filing Jointly
3- Married Filing Sep
C
4- Head of Household
5- Qualifying Widow(er)
DEPENDENT OF ANOTHER AT TIME OF AMENDING
419 CHILD VICTIMS OF HUMAN TRAFFICKING FUND
CA FORM 540X - AMENDED RETURN
6095
YES
STEP 4 - REFUND OR AMOUNT DUE
6015
YES
27 REFUND, IF ANY, AS SHOWN ON ORIGINAL RETURN
6127
YES
29 USE TAX PAYMENTS AS SHOWN ON ORIGINAL RETURN
6062
YES
30 VOLUNTARY CONTRIBUTIONS SHOWN ON ORIGINAL RTN
33
6217
6065
FIRST INITIAL AND LAST NAME OF QUALIFYING PERSON
RELATIONSHIP OF QUALIFYING PERSON
YES
6141
6142
a
STATE WAGES
b
FEDERAL AGI FROM ORIGINAL 540 RETURN
5052
5801
2
CA NONTAXABLE INTEREST INCOME
b
STATE INCOME TAX REFUND
c
UNEMPLOYMENT COMPENSATION
d
SOCIAL SECURITY BENEFITS
e
SPECIFY
5
8
5
CA AGI FROM SHORT OR LONG FORM 540NR
6
TAX SCH G-1 & FORM FTB 5870A FROM LONG FORM 540NR
SPECIAL CREDIT & NONREFUNDABLE RENTER'S CREDIT
FROM SHORT OR LONG FORM 540NR
1
[30]
5807
1- Tax Table / Rate Schedule
2- Form 3800
3- Form 3803
TAX ON ORIGINAL RETURN
EXEMPTION CREDITS
10 TAX FROM SCHEDULE G-1 AND FTB 5870A
12 SPECIAL CREDITS AND NONREFUNDABLE RENTER'S CREDIT
14 OTHER TAXES
15 MENTAL HEALTH SERVICES TAX
16
AGI FROM ALL SOURCES FROM SHORT/LONG FORM 540NR
ITEMIZED DEDUCTIONS/STANDARD DEDUCTIONS FROM
SHORT OR LONG FORM 540NR
5828
5829
5870
ALTERNATIVE MINIMUM TAX FROM LONG FORM 540NR
MENTAL HEALTH SERVICES TAX (TAX YEARS 2005 & AFTER)
FROM LONG FORM 540NR
5871
5872
5873
5874
PART II - EXPLANATION OF CHANGES
2
STEP 2 - TAX LIABILITY
b
3
5825
5826
5827
10 OTHER TAXES & CREDIT RECAPTURE LONG FORM 540NR
6143
ITEMIZED OR STANDARD DEDUCTION
a
FED AGI INCOME FROM SHORT OR LONG FORM 540NR
9
TAX METHOD ON ORIGINAL RETURN:
7
2
8
5802
5803
5804
5805
5806
OTHER INCOME
INTEREST INCLUDED IN PAYMENT
EXEMPTION AMT FROM SHORT OR LONG FORM 540NR
7
CALIFORNIA ADJUSTMENTS:
a
PENALTIES INCLUDED IN PAYMENT
b
1
4
STEP 1 - FEDERAL AGI & CA ADJUSTMENTS
1
a
5818
5798
5797
5053
5819
PART I - NONRESIDENTS OR PART-YEAR RESIDENTS ONLY
IF CLAIMED HEAD OF HOUSEHOLD ON ORIGINAL RETURN:
D
417 CA VETERANS HOMES FUND
418 SAFELY SURRENDERED BABY FUND
FILING STATUS ON ORIGINAL CALIFORNIA RETURN:
B
5142
5143
5144
5145
5202
5212
5066
5147
5507
5598
5583
5597
5506
5581
5582
5584
5599
401 ALZHEIMER'S DISEASE / RELATED DISORDERS
TAXPAYER
A
2011
CA FORM 540NRS - NONRESIDENT SHORT FORM
6180
YES
VOLUNTARY CONTRIBUTIONS
PREPARE FORM 540NR SHORT FORM
35
LAST NAME
CALIFORNIA 1040 DATA SHEET 3
NAME AND ADDRESS FROM ORIGINAL RETURN IF DIFFERENT:
6011
a
[73]
6063
6064
6061
REPORTING FINAL FEDERAL DETERMINATION
3
CA RETURN HAS, IS, OR WILL BE AUDITED
4
FILED FEDERAL AMENDED RETURN ON SIMILAR BASIS
YES
YES
NO
REASON FOR AMENDMENT (IF DIFFERENT FROM FEDERAL)
5824
5808
5809
5810
5811
5812
5700
5
6509
6510
6511
[73]
[73]
[73]
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
ONLY IF AMENDING FORM 540NR, OR FORM 540 2EZ:
AMOUNT FROM ORIGINAL 540NR OR 540 2EZ
5823
STEP 3 - PAYMENTS
17 CA INCOME TAX ORIGINALLY WITHHELD
18 CA REAL ESTATE OR NONRESIDENT WITHHOLDING
19 EXCESS CA SDI OR VPDI WITHHELD
20 ES TAX PMTS AND AMTS FROM FTB 3519 AND 3502
21 REFUNDABLE CREDITS
TAX PD WITH ORIGINAL RTN PLUS ADDITIONAL TAX
25
PAID AFTER IT WAS FILED
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
5813
5799
5814
5815
5816
5817
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT3
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 4
RDP
2011
CA RDP/SSMC WORKSHEET - FILING STATUS ADJUSTMENTS WORKSHEET
PART I - INCOME ADJUSTMENT WORKSHEET
A
TAXPAYER 1
SECTION A - INCOME
7
WAGES, SALARIES, TIPS, ETC
B
TAXPAYER 2
C
ADJUSTMENTS
9010
9011
9012
9013
9014
9018
9021
9024
9027
9030
9033
9019
9022
9025
9028
9031
9034
9026
9029
9032
9035
9038
9039
9040
9043
9046
9049
9052
9044
9047
9050
9053
9048
9051
9057
9060
9058
9061
9059
9062
TAXABLE INTEREST INCOME:
8
a
TAXPAYER 1
TAXPAYER 2
9106
9107
ORDINARY DIVIDENDS:
9
a
TAXPAYER 1
TAXPAYER 2
9016
9017
10 TAXABLE REFUNDS, CREDITS, OFFSETS OF STATE AND LOCAL INCOME TAXES
11 ALIMONY RECEIVED
12 BUSINESS INCOME OR (LOSS)
13 CAPITAL GAIN OR (LOSS)
14 OTHER GAINS OR (LOSSES)
TOTAL IRA DISTRIBUTIONS:
15
a
TAXPAYER 1
TAXPAYER 2
9036
9037
TOTAL PENSIONS AND ANNUITIES:
16
a
TAXPAYER 1
TAXPAYER 2
9041
9042
17 RENTAL REAL ESTATE, ROYALTIES, PARTNERSHIPS, S CORPORATIONS, TRUSTS, ETC
18 FARM INCOME OR (LOSS)
19 UNEMPLOYMENT COMPENSATION
SOCIAL SECURITY BENEFITS:
20
a
TAXPAYER 1
TAXPAYER 2
9055
9056
21 OTHER INCOME
SECTION B - ADJUSTMENTS TO INCOME
23 EDUCATOR EXPENSE
24 CERTAIN BUSN EXP OF RESERVISTS, PERFORMING ARTISTS, AND FEE-BASIS GOV OFFICIALS
25 HEALTH SAVINGS ACCOUNT DEDUCTION
26 MOVING EXPENSES
27 ONE-HALF OF SELF EMPLOYMENT TAX
28 SELF-EMPLOYED SEP, SIMPLE, AND QUALIFIED PLANS
29 SELF-EMPLOYED HEALTH INSURANCE DEDUCTION
30 PENALTY ON EARLY WITHDRAWAL OF SAVINGS
31 ALIMONY PAID
32 IRA DEDUCTION
33 STUDENT LOAN INTERST DEDUCTION
34 TUITION FEES DEDUCTION
35 DOMESTIC PRODUCTION ACTIVITIES DEDUCTION
9063
9066
9069
9072
9075
9078
9081
9084
9087
9090
9093
9096
9099
9064
9067
9070
9073
9076
9079
9082
9085
9088
9091
9094
9097
9100
9083
9089
9092
9095
9098
9105
38 QUALIFIED FEDERAL ITEMIZED DEDUCTIONS (SEE INSTRUCTIONS)
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
9068
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT4
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 5
CA
2011
CA SCHEDULE CA (540) - CALIFORNIA ADJUSTMENTS
PART I - INCOME ADJUSTMENTS SCHEDULE
SECTION A - INCOME
ADJUSTMENTS
SUBTRACTIONS
7
WAGES, SALARIES, TIPS ETC.
8
TAXABLE INTEREST INCOME
9
DIVIDEND INCOME
ADDITIONS
5413
5158
5289
5155
10 STATE TAX REFUND
5414
5170
5551
5553
5295
5173
5561
5563
5564
5171
5567
11 ALIMONY RECEIVED
5294
5165
5560
5161
5162
5163
5566
5156
5157
12 BUSINESS INCOME OR (LOSS)
13 CAPITAL GAIN OR (LOSS)
14 OTHER GAINS OR (LOSSES)
15
b
TAXABLE IRA DISTRIBUTIONS
16
b
TAXABLE PENSIONS & ANNUITIES
17 RENTS, ROYALTIES, PARTNERSHIPS, ESTATES, ETC.
18 FARM INCOME OR (LOSS)
19 UNEMPLOYMENT COMPENSATION
20
b
TAXABLE SOCIAL SECURITY BENEFITS
OTHER
21
a
CALIFORNIA LOTTERY
b
DISASTER LOSS CARRYOVER FROM FTB 3805V
d
NOL CARRYOVER FROM FTB 3805V
e
NOL FROM FTB 3805Z, FTB 3806
f
5160
5418
5419
5570
5398
OTHER INCOME
5404
6007
DESCRIBE
[12]
SECTION B - ADJUSTMENTS
SUBTRACTIONS
ADDITIONS
5649
24 CERTAIN BUSINESS EXPENSES OF RESERVISTS, PERFORMING ARTISTS, AND FEE-BASIS GOVT. OFFICIALS
5650
5585
ALIMONY PAID
RECIPIENT'S LAST NAME
[30]
RECIPIENT'S SSN
-
31
AMOUNT PAID
-
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
5016
33 STUDENT LOAN INTEREST DEDUCTION
STUDENT LOAN INTEREST DEDUCTION WORKSHEET
5625
5015
TOTAL INTEREST PAID IN CURRENT YEAR ON QUALIFIED STUDENT LOANS
TOTAL MILITARY INCOME INCLUDED IN FEDERAL ADJUSTED GROSS INCOME
5675
35 DOMESTIC PRODUCTION ACTIVITIES DEDUCTION
OTHER ADJUSTMENTS
[32]
OTHER ADJUSTMENT ITEMS
FEDERAL
SUBTRACTIONS
ADDITIONS
36
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
PART II - ADJUSTMENTS TO FED ITEMIZED DEDUCTIONS
5178
5328
5004
38 FEDERAL ITEMIZED DEDUCTIONS FROM SCHEDULE A
39 FOREIGN INCOME TAXES PAID
CA LOTTERY LOSSES INCLUDED IN FEDERAL ITEMIZED DEDUCTIONS
OTHER ADJUSTMENTS
[89]
DESCRIPTION
AMOUNT
41
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
THE REMAINDER OF SCHEDULE CA (540) IS ON DATASHEET 6
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT5
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 6
NRA1
2011
CA FORM CA (540 NR) - ADJUSTMENTS PG 1
DURING CURRENT YEAR
MILITARY:
1
TAXPAYER
a
DOMICILED IN (2 LETTER STATE CODE)
b
STATIONED IN (STATE OR COUNTRY)
6520
6523
5005
TOTAL MILITARY PAY
SPOUSE
[2]
[10]
6032
6524
5006
[2]
[10]
BECAME RESIDENT:
2
6505
-
6035
-
6506
6507
-
6521
-
6508
STATE OF PRIOR RESIDENCE (2-LETTER STATE CODE)
DATE OF MOVE
[2]
6036
-
-
6522
-
-
[2]
BECAME NONRESIDENT:
3
NEW STATE OF RESIDENCE (2-LETTER STATE CODE)
DATE OF MOVE
4
[2]
[2]
NONRESIDENT ALL YEAR:
6519
5219
6079
STATE OR COUNTRY OF RESIDENCE
5
TOTAL NUMBER OF DAYS SPENT IN CALIFORNIA FOR ANY PURPOSE
6
OWNED HOME OR PROPERTY IN CALIFORNIA DURING CURRENT YEAR
[10]
[3]
YES
6031
5220
6080
[10]
[3]
YES
BEFORE CURRENT YEAR
TAXPAYER
7
6029
6037
6026
6025
DATE OF CALIFORNIA RESIDENCY : FROM
DATE OF CALIFORNIA RESIDENCY: TO
8
DATE ENTERED CALIFORNIA
9
DATE LEFT CALIFORNIA
-
SPOUSE
-
6030
6038
6027
6028
-
-
PART II - INCOME ADUSTMENT SCHEDULE
6479
PERCENT OF FEDERAL AMOUNTS ATTRIBUTABLE TO CA (OPTIONAL)
SECTION A - INCOME
ADJUSTMENTS
(B) SUBTRACTIONS
7
WAGES, SALARIES, TIPS, ETC.
8
TAXABLE INTEREST INCOME
9
DIVIDEND INCOME
5413
5158
5289
5155
10 STATE TAX REFUND
11 ALIMONY RECEIVED
5294
5165
5560
5161
5162
5163
5566
5156
5157
12 BUSINESS INCOME OR (LOSS)
13 CAPITAL GAIN OR (LOSS)
14 OTHER GAINS OR (LOSSES)
15
b
TAXABLE IRA DISTRIBUTION
16
b
TAXABLE PENSIONS AND ANNUITIES
17 RENTS, ROYALTIES, PARTNERSHIPS, ESTATES, TRUSTS, ETC.
18 FARM INCOME OR (LOSS)
19 UNEMPLOYMENT COMPENSATION
20
b
TAXABLE SOCIAL SECURITY BENEFITS
(C) ADDITIONS
5414
5170
5551
5389
5622
5391
5553
5295
5173
5561
5563
5564
5171
5567
5392
5393
5394
5396
5397
5399
5400
5401
5402
OTHER INCOME
21
(E) CALIFORNIA
AMOUNTS
a
CALIFORNIA LOTTERY
b
DISASTER LOSS CARRYOVER FROM FTB 3805V
d
NOL CARRYOVER FROM FTB 3805V
e
NOL FROM FTB 3805Z OR FTB 3806
f
OTHER DESCRIBE
6007
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
[15]
OPTIONAL
OVERRIDE
5160
5418
5419
5570
5398
KEYFIELD
5404
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT6
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 7
NRA2
2011
CA FORM CA (540 NR) - ADJUSTMENTS PG 2
PART II - INCOME ADJUSTMENT SCHEDULE
ADJUSTMENTS
SECTION B - ADJUSTMENTS
(B) SUBTRACTIONS
24
CALIFORNIA
(E) AMOUNTS
(C) ADDITIONS
CERTAIN BUSINESS EXPENSES OF RESERVISTS, PERFORMING ARTISTS, AND
FEE-BASIS GOVERNMENT OFFICIALS
5650
5652
5577
5407
5409
5408
5410
5411
26 MOVING EXPENSES
27 ONE-HALF SELF-EMPLOYMENT TAX
28 KEOGH OR SEP DEDUCTION
29 SELF-EMPLOYED HEALTH INSURANCE DEDUCTION
30 PENALTY EARLY WITHDRAWAL OF SAVINGS
5585
ALIMONY PAID
RECIPIENT'S LAST NAME
[30]
RECIPIENTS SSN
-
31
AMOUNT PAID
-
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
5405
5578
32 IRA DEDUCTIONS
33 STUDENT LOAN INTERST DEDUCTION
STUDENT LOAN INTEREST DEDUCTION WORKSHEET
TOTAL INTEREST PAID IN CURRENT YEAR ON QUALIFIED STUDENT LOANS. DO NOT INCLUDE INTEREST THAT WAS REQUIRED TO BE PAID AFTER THE
FIRST 60 MONTHS OR INTEREST FOR VOLUNTARY PAYMENTS
5625
5015
5677
TOTAL MILITARY INCOME INCLUDED IN FEDERAL AGI
5675
35 DOMESTIC PRODUCTION ACTIVITIES DEDUCTION
OTHER ADJUSTMENTS
OTHER ADJUSTMENT ITEMS
FEDERAL
[10] SUBTRACTIONS [10]
ADDITIONS
[10]
CA AMOUNTS
[10]
36
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
PART III - ADJUSTMENTS TO FEDERAL ITEMIZED DEDUCTIONS
5178
5328
5181
38 FEDERAL ITEMIZED DEDUCTIONS FROM FEDERALSCHEDULE A
39 FOREIGN INCOME TAXES PAID
41
OTHER ADJUSTMENTS
6008
SPECIFY
D
[19]
CAPITAL GAIN (LOSS) ADJUSTMENT
NOTE: LINE 1 PROPERTY ADJUSTMENTS ARE MADE ON THE FEDERAL SCHEDULE D (STATE
IF DIFFERENT) COLUMN. OTHER LINE 1 ADJUSTMENTS ARE LISTED BELOW. ENTER
AMOUNTS ONLY IF THEY ARE DIFFERENT FROM THE FEDERAL.
SHORT-TERM
FORM 2119 CA GAIN IF DIFF
1
a
FORM 6252 CA GAIN IF DIFF
FORM 8824 CA GAIN IF DIFF
5359
5360
5216
CA GAIN (LOSS) FROM 4797 IF DIFFERENT
b
QUALIFIED SMALL BUSN STOCK SALES PRICE
QUALIFIED SMALL BUSN STOCK COST OR BASIS
LONG-TERM
5571
5572
5217
5575
5093
5094
LOSS
2
CA GAIN OR LOSS FROM
SCHEDULES K-1 IF DIFFERENT
3
CA CAPITAL GAIN IF DIFFERENT
4
TOTAL CURRENT YEAR GAINS FROM ALL SOURCES
5
TOTAL CURRENT YEAR LOSSES
6
5361
CA CAPITAL LOSS CARRYOVER FROM PRIOR YEAR
CA CAP LOSS CARRYOVER FROM 1041 K-1 RECEIVED
10 AMOUNTS FROM FEDERAL FORM 1040, LINE 13
FULL YEAR NONRESIDENTS ONLY:
PRIOR YR CAPITAL LOSS CARRYOVER BASED OFF OF
AMOUNTS EARNED OR RECEIVED FROM CA SOURCES
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
GAIN
5573
5574
5196
5197
5198
5635
5226
5017
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT7
CA
G1
CA SCH G-1 - TAX ON LUMP SUM DISTRIBUTIONS
CR
PART II - CAPITAL GAIN ELECTION
USE 5.5% CAPITAL GAIN ELECTION
CAPITAL GAIN FROM BOX 3 OF
6
FEDERAL FORM 1099-R
6058
YES
5327
PART III - 10-YEAR AVERAGING
ORDINARY INCOME (FROM
1099-R, BOX 2 MINUS BOX 3)
5329
9
DEATH BENEFIT EXCLUSION
CURRENT ACTUARIAL VALUE
11
OF ANNUITY
6093
5421
PRISON INMATE LABOR CREDIT (FORM FTB 3507)
ENTERPRISE ZONE EMPLOYEE CREDIT (FORM FTB 3553)
NONREFUNDABLE CHILD AND DEPENDENT CARE EXPENSES
SECTION A2 - HAVE CARRYOVER PROVISIONS
CA SCH P (540) - ALT MIN TAX & CREDIT LIMITATIONS
6077
FORCE PRINTING OF SCHEDULE P
COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION DEPOSITS CR
DISABLED ACCESS CREDIT (FTB 3548)
YES
PART I - ADJUSTMENTS AND PREFERENCES
MEDICAL AND DENTAL EXPENSE
3
PERSONAL AND REAL PROPERTY TAXES
HOME MORTGAGE INTEREST NOT USED TO BUY, BUILD
OR IMPROVE THE HOME
MISCELLANEOUS ITEMIZED DEDUCTIONS FROM
SCHEDULE A, LINE 24
4
5
6
REFUND OF PERSONAL AND REAL PROPERTY TAXES
7
INVESTMENT INTEREST EXPENSE
8
POST - 1986 DEPRECIATION
9
ADJUSTED GAIN OR (LOSS)
10 INCENTIVE STOCK OPTIONS
11 PASSIVE ACTIVITIES
12 BENEFICIARIES OF ESTATES AND TRUSTS
13
a
CIRCULATION EXPENDITURES
b
DEPLETION
c
INSTALLMENT SALES
d
INTANGIBLE DRILLING COSTS
e
LONG-TERM CONTRACTS - AFTER 02-28-1986
f
LOSS LIMITATIONS
g
MINING COSTS
h
PATRON'S ADJUSTMENT
i
QUALIFIED SMALL BUSINESS STOCK
j
RESEARCH AND EXPERIMENTAL
k
TAX SHELTER FARM ACTIVITIES
l
RELATED ADJUSTMENTS
17 AMTI EXCLUSION
20 ALTERNATIVE MINIMUM TAX NOL DEDUCTION
DONATED AGRICULTURAL PRODUCTS TRANSFER CR (FTB 3547)
EMPLOYER CHILD CARE PROGRAM CREDIT
5298
5299
5301
EMPLOYER CHILD CARE CONTRIBUTION CREDIT
ENHANCED OIL RECOVERY (FTB 3546)
ENVIROMENTAL TAX
5203
JOINT STRIKE FIGHTER - WAGES
JOINT STRIKE FIGHTER - PROPERTY COSTS
5300
5302
5303
5304
5310
5204
5313
5314
5305
5316
5309
5320
5307
5311
5306
5319
5388
5318
5312
5205
5520
5166
FARM WORKER HOUSING CR (NEW CONSTR/REHAB LOANS)
LAMBRA HIRING, SALES & USE TAX CREDIT (FTB 3807)
MEA HIRING CREDIT (FTB 3808)
MOTION PICTURE AND TELEVISION PRODUCTION CREDIT
NEW JOBS CREDIT (FTB 3527
PRIOR YEAR ALT MINIMUM TAX CREDIT (FTB 3510)
RICE STRAW CREDIT
SOLAR ENERGY SYSTEM CARRYOVER
AGRICULTURAL PRODUCTS CREDIT CARRYOVER
CARRYOVER
RIDESHARING
CREDIT
CARRYOVER
FORM FTB 3540
LARGE EMPLOYER PROGRAM CARRYOVER
SMALL EMPLOYER PROGRAM CARRYOVER
TRANSIT PASSES CARRYOVER
EMPLOYEE CARRYOVER
ENERGY CONSERVATION CREDIT CARRYOVER (FTB 3540)
LOW EMISSION VEHICLES CREDIT CARRYOVER (FTB 3540)
POLITICAL CONTRIBUTIONS CREDIT CARRYOVER (FTB 3540)
RECYCLING EQUIPMENT CREDIT CARRYOVER (FTB 3540)
RESIDENTIAL RENTAL & FARM SALES CREDIT C/O (FTB 3540)
SALMON STEELHEAD TROUT HABITAT RESTORATION C/O (FTB 3540)
SOLAR ENERGY CREDIT CARRYOVER (FTB 3540)
SOLAR PUMP CREDIT CARRYOVER (FTB 3540)
PART II - ALTERNATIVE MINIMUM TAXABLE INCOME
22 EXEMPTION AMOUNT
5321
5322
5323
5238
5239
5472
PRIOR YEAR NEW HOME CREDIT
P
2
SECTION A1 - HAVE NO CARRYOVER PROVISIONS
2009 NEW HOME CREDIT
FIRST TIME BUYER CREDIT
5331
YES
SECTION A - CREDITS THAT REDUCE EXCESS TAX
YES
5325
5330
STANDARD DEDUCTION (FORM 540, LINE 18)
CA SCH P, PART III - CREDITS THAT REDUCE TAX
6197
SPOUSE
5326
5420
1
2011
FORCE PRINTING OF SCHEDULE P CREDITS PAGE
TAXPAYER
8
LAST NAME
CALIFORNIA 1040 DATA SHEET 8
WATER CONSERVATION CREDIT CARRYOVER (FTB 3540)
5025
YOUNG INFANT CREDIT CARRYOVER (FTB 3540)
5036
5033
5034
5253
5254
5035
5026
5027
5028
5037
5032
5268
5308
5040
5267
5038
5029
5256
5244
5245
5246
5247
5248
5251
5241
5242
5255
5252
5031
5265
5250
5249
5243
SEC. B - CREDITS THAT MAY REDUCE TAX BELOW TENTATIVE MIN TAX
SECTION B1 - HAVE NO CARRYOVER PROVISIONS
JOINT CUSTODY HOH CREDIT
DEPENDENT PARENT CREDIT
SENIOR HEAD OF HOUSEHOLD CR
NONREFUNDABLE RENTER'S CREDIT
6096
6097
6091
6100
5235
5236
5237
5492
YES
YES
YES
YES
SECTION B2 - HAVE CARRYOVER PROVISIONS
CHILD ADOPTION CREDIT
ENTERPRISE ZONE HIRING/SALES & USE TAX (FTB 3805Z)
LOW INCOME HOUSING CREDIT (FTB 3521)
NATURAL HERITAGE PRESERVATION (FTB 3503)
RESEARCH CREDIT (FTB 3523)
TARGETED AREA HIRING AND SALES OR USE TAX (FTB 3809)
MANUFACTURER'S INVESTMENT CREDIT CARRYOVER (FTB 3540)
COMMERCIAL SOLAR ENERGY CREDIT CARRYOVER
COMMERCIAL SOLAR ELECTRIC SYSTEMS CR CARRYOVER
LA REVITALIZATION ZONE HIRING / SALES USE TAX (FTB 3806)
ORPHAN DRUG CREDIT CARRYOVER (FTB 3540)
SOLAR ENERGY CREDIT CARRYOVER (FTB 3540)
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
5257
5258
5262
5240
5264
5259
5030
5266
5263
5260
5261
5265
ADD-TO
11CADAT8
CA
PNR1
LAST NAME
CALIFORNIA 1040 DATA SHEET 9
CA SCH P(540NR) - ALT MIN TX/CR LIMIT PG1
6077
FORCE PRINTING OF SCHEDULE P(NR)
2011
YES
PART I - ADJUSTMENTS AND PREFERENCES
1
STANDARD DEDUCTION (FORM 540NR, LINE 18)
2
MEDICAL AND DENTAL EXPENSE
3
PERSONAL AND REAL PROPERTY TAXES
HOME MORTGAGE INTEREST NOT USED TO BUY,
BUILD OR IMPROVE THE HOME
MISCELLANEOUS ITEMIZED DEDUCTIONS
FROM SCHEDULE A, LINE 24
4
5
6
REFUND OF PERSONAL AND REAL PROPERTY TAXES
7
INVESTMENT INTEREST EXPENSE
8
POST - 1986 DEPRECIATION
9
ADJUSTED GAIN OR (LOSS)
10 INCENTIVE STOCK OPTIONS
11 PASSIVE ACTIVITIES
12 BENEFICIARIES OF ESTATES AND TRUSTS
13
a
CIRCULATION EXPENDITURES
b
DEPLETION
c
INSTALLMENT SALES
d
INTANGIBLE DRILLING COSTS
e
LONG-TERM CONTRACTS - AFTER 02-28-1986
f
LOSS LIMITATIONS
g
MINING COSTS
h
PATRON'S ADJUSTMENT
i
QUALIFIED SMALL BUSINESS STOCK
j
RESEARCH AND EXPERIMENTAL
k
TAX SHELTER FARM ACTIVITIES
l
RELATED ADJUSTMENTS
17 AMTI EXCLUSION
20 ALTERNATIVE MINIMUM TAX NOL DEDUCTION
PNR2
5298
5299
5301
5203
5300
5302
5303
5304
5310
5204
5313
5314
5305
5316
5309
5320
5307
5311
5306
5319
5388
5318
5312
5205
5520
5166
CA SCH P(540NR) - ALT MIN TAX/CR LIMIT PG2
PART II - ALTERNATIVE MINIMUM TAX
22 EXEMPTION AMOUNT
26 NOL DEDUCTION INCLUDED ON SCHEDULE CA(NR)
27 AMTI EXCLUSION
29
a
INVESTMENT INTEREST EXPENSE
b
POST - 1986 PROPERTY DEPRECIATION
c
ADJUSTED GAIN OR LOSS
d
INCENTIVE STOCK OPTIONS
e
PASSIVE ACTIVITY LOSS
f
BENEFICIARIES OF ESTATES AND TRUSTS
g
CIRCULATION EXPENDITURES
h
DEPLETION
i
INSTALLMENT SALES OF CERTAIN PROPERTIES
j
INTANGIBLE DRILLING COSTS
k
LONG-TERM CONTRACTS ENTERED AFTER 02-28-1986
l
LOSS LIMITATIONS
m
MINING COSTS
n
PATRONS' ADJUSTMENTS
o
QUALIFIED SMALL BUSINESS STOCK
p
RESEARCH AND EXPERIMENTAL
q
TAX SHELTER FARM ACTIVITES
r
RELATED ADJUSTMENTS
31 CA ALTERNATIVE MINIMUM TAX NOL DEDUCTION
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
5025
5376
5522
5395
5284
5274
5207
5277
5278
5269
5279
5273
5283
5271
5275
5270
5521
5282
5234
5276
5164
5166
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT9
CA
S
CA SCH S - CR FOR TAXES PD TO OTHER ST
MULTIPLE
3511
ENTRY REQUIRED ON 1ST MULTIPLE ONLY (LINES 2, 4, & 12)
AUTOMATE CREDIT
6006
5288
5370
(DEFAULT = YES)
2
CALIFORNIA TAX LIABILITY
4
CA AGI PLUS LUMP SUM DISTRIBUTIONS
TOTAL OTHER STATE TAX CREDIT
(OVERRIDES TOTAL FROM ALL MULTIPLES)
12
INCOME ITEM DESCRIPTION
[23]
6010
6046
6047
6571
AGI TAXABLE TO OTHER STATE
OTHER STATE TAX CREDIT
12
(OVERRIDES THIS MULTIPLE ONLY)
1
ULTRA LOW SULFUR DIESEL FUEL PRODUCED (IN GALLONS)
3
QUALIFIED CAPITAL COSTS LIMITATION
TOTAL ULTRA LOW SULFUR DIESEL FUEL PRODUCTION
CREDITS ALLOWED FOR ALL PRIOR YEARS
ULTRA LOW SULFUR DIESEL FUEL PRODUCTION CREDITS
FROM PASS-THROUGH ENTITIES
4
7
6009
5228
5230
9
6573
[20]
PART I - CURRENT YEAR CREDIT
PART II - COMPUTATION OF OTHER STATE TAX CREDIT
TAX AMOUNT PAID TO OTHER STATE
[30]
SECRETARY OF STATE NUMBER
5493
5494
5495
STATE TO WHICH TAXES WERE PAID
[50]
ZIP CODE, CITY AND STATE
OTHER ST INC
5489
5490
5491
CA FORM 3511 - ENVIRONMENTAL TAX CR
6570
NO
5233
CA INCOME
2011
ADDRESS OF FACILITY
PART I - COMPUTATION OF DOUBLE TAXED INCOME
7
LAST NAME
CALIFORNIA 1040 DATA SHEET 10
[2]
9
CREDIT CARRYOVER FROM PRIOR YEAR(S)
1
CREDIT RECAPTURE
9001
9002
9003
9004
9005
PART II - CREDIT RECAPTURE
5359
9006
EXT
CA FORM 3519 - PAY VOUCHER FOR EXT
6128
6129
PREPARE CALIFORNIA EXTENSION WITH FULL RETURN
1 TAX EXPECTED TO OWE
5208
a CALIFORNIA INCOME TAX WITHHELD
5209
2
b CALIFORNIA ESTIMATED INCOME TAX PAYMENTS
5210
c OTHER PAYMENTS AND CREDITS
5211
5497
FORM 3519 EXTENSION PAYMENT AMOUNT
PREPARE CALIFORNIA EXTENSION ONLY
35061
CA FORM 3506 - CHILD & DEP CARE EXP - PG 1
SUPPRESS FORM 3506
6312
YES
PART I - EARNED INCOME & OTHER FUNDS RECEIVED IN CURRENT YEAR
6300
CARRY UNEARNED INCOME FROM FEDERAL
YES
UNEARNED INCOME DESCRIPTION & AMOUNTS
SOURCE OF INCOME/FUNDS
[35]
AMOUNT
YES
YES
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
PART II - PERSONS OR ORGANIZATIONS WHO PROVIDED CARE IN CA
IF CARE WAS PROVIDED IN A LOCATION OTHER THAN THE PROVIDER'S ADDRESS:
CARE PROVIDER #1:
ADDRESS:
CITY/ST/ZIP:
6301
6302
[25]
[25]
CARE PROVIDER #2:
ADDRESS:
CITY/ST/ZIP:
6303
6304
[25]
[25]
CARE PROVIDER #3:
ADDRESS:
CITY/ST/ZIP:
6305
6306
[25]
[25]
CARE PROVIDER #4:
ADDRESS:
CITY/ST/ZIP:
6307
6308
[25]
[25]
CARE PROVIDER #5:
ADDRESS:
CITY/ST/ZIP:
6309
6310
[25]
[25]
PART III - CREDIT FOR CHILD AND DEPENDENT CARE EXPENSES
4
TAXPAYER'S EARNED INCOME
5
SPOUSES' EARNED INCOME (IF MARRIED FILING JOINT)
35062
5601
5602
CA FORM 3506 - CHILD & DEP CARE EXP - PG 2
WORKSHEET - CR FOR PY EXPENSES PAID IN CY
1
PRIOR YEAR QUALIFIED EXPENSES PAID IN PRIOR YEAR
2
PRIOR YEAR QUALIFIED EXPENSES PAID IN CURRENT YEAR
ANY DEPENDENT CARE BENEFITS RECEIVED FOR PRIOR
YEAR & EXCLUDED FROM INCOME
5
7
TAXPAYER'S PRIOR YEAR EARNED INCOME
SPOUSE'S PRIOR YEAR EARNED INCOME
9
AMOUNT FROM PRIOR YEAR FORM FTB 3506, LINE 6
11 PRIOR YEAR FEDERAL AGI
14 PRIOR YEAR CALIFORNIA AGI
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
5608
5609
5610
5611
5612
5613
5614
5615
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT10
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 11
3567
CA FORM 3567 - INSTALL AGREE REQUEST
6005
5074
TOTAL ACCOUNT BALANCE FROM PRIOR YEARS
TOTAL BALANCE FOR INSTALLMENT AGREEMENT
5082
PREPARE INSTALLMENT AGREEMENT FORM 3567
1
2
3
4
AMT TO BE PAID EACH MONTH. INTEREST & PENALTY
CHARGES WILL CONTINUE UNTIL THE BALANCE IS PAID
PROPOSED DAY OF MONTH FOR BANK TRANSFER OF FUNDS
(DATE BETWEEN THE 1ST & 28th)
BANK ROUTING OR TRANSIT NO.
CHECKING OR SAVINGS ACCT. NO.
TYPE OF ACCOUNT: 1- Checking
NAME OF BANK
PART I - CHILD'S NET INVESTMENT INCOME
NUMBER OF EXEMPTIONS CLAIMED ON PARENT'S RETURN
1
CHILD'S INVESTMENT INCOME
2
CHILD'S ITEMIZED DEDUCTIONS OR $1900
6
PARENT'S TAXABLE INCOME FROM FORM 540
7
TOTAL INVESTMENT INCOME - ALL OTHER CHILDREN
5292
5454
5455
[2]
PART II - TENTATIVE TAX BASED ON PARENT'S TAX RATE
6133
[19]
10 PARENTS TAX FROM FORM 540
6138
[50]
ADDRESS OF BANK
TAX ON LINE 8 BASED ON THE PARENT'S FILING STATUS
15 TAX ON LINE 14 BASED ON THE CHILD'S FILING STATUS
18 PARENT'S 540(NR), LINE 25a PERCENTAGE
6134
5456
5457
5458
NONRESIDENT FILERS ONLY
9
6132
5
CA FORM 3800 - TAX COMP FOR DEP FILERS
YES
5075
6135
6136
2- Savings
3800
2011
5290
5291
6299
[50]
CITY, STATE, ZIP
6480
[50]
I HAVE READ AND AGREE TO THE TAXPAYER INSTALLMENT
CONDITIONS ON PAGE 1 OF THE 3567 BOOKLET AND IF MY
BALANCE IS GREATER THAN $10,000 OR PAYMENT IS OVER
36 MONTHS, I CERTIFY I HAVE A FINANCIAL HARDSHIP
6481
CA FORM 3576 - INDIV TAX DEPOSIT VOUCHER
6192
6193
PREPARE FORM 3576 WITH FULL RETURN
6175
TAXABLE YEAR
YES
3576
PREPARE FORM 3576 ONLY
YES
YES
PAYMENT DUE TO
1- Federal audit
2- CA audit
3- Other
AMOUNT OF PAYMENT
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
6176
5476
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT11
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 12
2011
USE 2106 DATA SHEET FOR ALL EMPLOYEE BUSINESS DEPRECIATION
3885A
MULTIPLE
TYPE OF ACTIVITY:
1
CA FORM 3885A - DEPRECIATION AND AMORTIZATION ADJUSTMENTS
6550
BUSINESS ACTIVITY
[28]
1- Schedule C Activity
6082
6549
2- Schedule F Activity
PASSIVE ACTIVITY
YES
PART II - ELECTION TO EXPENSE CERTAIN TANGIBLE PROPERTY (SECTION 179)
NOTE:
THE ASSET MANAGER AUTOMATICALLY CALCULATES LINES 5, 7, 11, AND 13. IF THE ASSET MANAGER IS NOT USED FOR THIS RETURN, MAKE ENTRIES HERE.
DESCRIPTION OF PROPERTY
[25]
6535
6536
TOTAL COST
ELECTED COST
5896
5898
5897
5899
5061
5062
5060
5063
CARRYOVER OF DISALLOWED DEDUCTIONS
TAXABLE INCOME
2
OVERRIDE SECTION 179 CALCULATION
TOTAL COST OF SECTION 179 PROPERTY PLACED IN SERVICE DURING THE CURRENT TAX YEAR
PART III - DEPRECIATION
DESCRIPTION OF PROPERTY PLACED
IN SERVICE DURING CURRENT YEAR
[25]
DEPRECIATION
DATE PLACED
CA BASIS
IN SERVICE
-
METHOD
[5]
LIFE / RATE
[4]
CURRENT YEAR
CA DEPRECIATION
-
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
5
CA DEPRECIATION FOR ASSETS BEFORE CURRENT YEAR
7
TOTAL FEDERAL DEPRECIATION
5187
5189
PART IV - AMORTIZATION
DESCRIPTION OF COSTS
AMORTIZABLE DURING CURRENT YEAR
[25]
AMORTIZATION
DATE PLACED
CA BASIS
IN SERVICE
-
CODE
SECTION
[5]
PERIOD OR %
[4]
CURRENT YEAR
CA AMORTIZATION
-
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
5415
5193
11 CALIFORNIA AMORTIZATION COSTS FOR ASSETS BEFORE CURRENT YEAR
13 TOTAL FEDERAL AMORTIZATION
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT12
CA
3526
1
2
4
CA FORM 3526 - INVEST INT EXPENSE DEDUCT
INTEREST EXPENSE ON INVESTMENT DEBTS PAID OR
INCURRED IN CURRENT YEAR
DISALLOWED INVESTMENT INTEREST EXPENSE
GROSS INCOME FROM PROPERTY HELD FOR
a
INVESTMENT
NET GAIN FROM DISPOSITION OF PROPERTY HELD
b
FOR INVESTMENT
NET CAPITAL GAIN FROM DISPOSITION
c
OF PROPERTY HELD FOR INVESTMENT
e
5
AMT OF LINE 4c INCLUDED IN INVEST INCOME
INVESTMENT EXPENSES
3553
LAST NAME
CALIFORNIA 1040 DATA SHEET 13
5805
CA FORM 5805 - UNDERPAYMENT OF ES TAX
6099
SUPPRESS PRINTING OF FORM 5805/5805F
6172
90% OF CA WAGES SUBJECT TO CA WITHHOLDING
6102
CARRY PENALTY TO FORM 540
6218
PREPARE FORM 5805-F
6249
FORCE PRINTING OF FORM 5805/5805F
5285
5429
5286
5095
REQUEST WAIVER
REQUESTED WAIVER AMOUNT
1
CA FORM 3553 - ENT ZONE EMPLOYEE CR
2
STEP 1 - QUALIFICATION CHECKLIST
2
TAXPAYER OR SPOUSE WORK FOR THE UNITED STATES
GOVERNMENT, THE STATE OF CA, OR A CITY OR COUNTY
GOVERNMENT LOCATED IN CA
6236
50% OR MORE OF THE HOURS WORKED FOR THE EMPLOYER
WERE PERFORMED AT THE EMPLOYER'S LOCATION IN
THE ENTERPRISE ZONE:
6237
6
1
2
STEP 2 - FORM 3553
TOTAL AMOUNT OF WAGES THE TAXPAYER EARNED
WORKING IN AN ENTERPRISE ZONE
TOTAL AMOUNT OF WAGES THE SPOUSE EARNED WORKING
IN AN ENTERPRISE ZONE
5514
TOTAL AMOUNT OF EMLOYEE BUSINESS EXPENSES PAID
11
RELATING TO WORK IN THE ENTERPRISE ZONE
5529
YES
2
3
CHILD'S ORDINARY DIVIDENDS
CHILD'S DIVIDEND INCOME FROM NOMINEE
DISTRIBUTIONS
CHILD'S CAPITAL GAIN DISTRIBUTIONS
CHILD'S CAPITAL GAIN NOMINEE DISTRIBUTIONS
EQUAL INSTALLMENTS NOT APPLICABLE
ESTATES & TRUSTS: DATE OF DEATH WAS LESS THAN 2
YEARS FROM END OF TAX YEAR
6086
5371
0- Not applicable, enter
Prior Year tax above
1- No Prior Year tax liability
2- PY return not filed / tax
liability unknown (CY tax only)
3- PY was less than 12 month
(penalty based CY tax only)
CURRENT YEAR ADJUSTED GROSS INCOME
12 NUMBER OF DAYS PAID BEFORE 04-15-2012
JAN 1 - MAR 31
1
YES
4
3200
3201
3202
3203
CA AGI FOR
EACH PERIOD
ITEMIZED DED
EACH PERIOD
FED AGI
EACH PD
CA AMTS INCL IN
FED SCH A LNS
4, 13 &19 PLUS
GMBLNG LOSS
TAX PER
10
PERIOD
11 EXEMPT
3204
3205
3018
13 CR AMOUNTS
APR 1 - MAY 31
CA FORM 3805P - ADDL TAX ON IRA'S ETC
6121
EARLY DISTRIBUTIONS PENALIZED AT 6% ('S' ON 1099R)
DISTRIBUTIONS EXCEPTED FROM ADDITIONAL TAX
2
NUMBER FOR EXCEPTION
SIMPLE DISTRIBUTIONS EXCEPTED FROM ADD'L TAX
5830
5831
5832
5834
5835
5836
5854
5855
5856
5858
5859
5860
5838
5842
5846
5839
5843
5847
5840
5844
5848
5377
5378
5379
5380
3RD QUARTER ENDING 09-15-2011
YES
4TH QUARTER ENDING 01-15-2012
OVERRIDE WITHHOLDING AND ESTIMATED PAYMENTS
5468
5057
5281
5467
5058
WITHHOLDING PAYMENTS (IF NOT EQUAL)
TAXABLE AMT FROM FORM 1099-Q INCL IN INCOME
6
DISTRIBUTIONS EXCEPTED FROM ADDITIONAL TAX
2ND QUARTER ENDING 06-15-2011
3RD QUARTER ENDING 09-15-2011
4TH QUARTER ENDING 01-15-2012
UNDERPAYMENT PENALTY (OVERRIDE CALCULATION)
5059
5051
5085F - UNDERPAYMENT FOR FARMERS AND FISHERMEN
9
TAXABLE MSA DISTRIB FROM FORM 8853 LINE 10
a MEET ANY EXCEPTIONS TO 10% TAX
ADDITIONAL TAX DUE FROM MEDICARE+CHOICE
11
MSA DISTRIBUTIONS (FORM 8853)
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
5460
CY TAX AFTER CREDITS - FORM 540, LINE 34
PART III - TAX ON DISTRIBUTIONS FROM MSAs
10
5381
5382
5383
5384
5154
1ST QUARTER ENDING 04-15-2011
PART II - TAX ON DISTRIB FROM EDUCATIONAL IRAs NOT USED FOR EDU
5
6247
5019
5100
OVERRIDE TAX LIABILITY
PART I - TAX ON EARLY DISTRIBUTIONS
1
YES
JUNE 1 - AUG 31
1ST QUARTER ENDING 04-15-2011
FILING FORM 3805P BY ITSELF AND NOT WITH TAX RETURN
EARLY DISTRIBUTION INCLUDED IN GROSS INCOME
YES
PART III - ANNUALIZED INCOME INSTALLMENT METHOD
2ND QUARTER ENDING 06-15-2011
3805P
YES
PRIOR YEAR TAX OPTIONS:
YES
FIGURE CHILD'S INTEREST & DIVIDEND AMOUNTS TO REPORT
CHILD'S TAX EXEMPT INTEREST INCOME
4
5
CA FORM 3803 - CHILD'S INT & DIV(S)
6204
b
6084
5020
5021
5022
5023
6179
2ND QUARTER
3RD QUARTER
YES
SUPPRESS PRINTING OF FORM 3803
CHILD'S TAXABLE INTEREST
CHILD'S INTEREST INCOME FROM
NOMINEE DISTRIBUTIONS
YES
[70]
1ST QUARTER
YES
6239
10 TOTAL AMOUNT OF ENTERPRISE ZONE WAGES
a
NO
YES
6083
5445
6104
USE ANNUALIZED INCOME INSTALLMENT METHOD
PRIOR YEAR TAX LIABILITY
5515
5528
1
YES
WAIVER EXPLANATION:
4TH QUARTER
6238
3803
YES
3
90% OR MORE OF THE HOURS WORKED FOR THE EMPLOYER
RELATED TO THE EMPLOYER'S BUSINESS ACTIVITY
WERE LOCATED IN THE ENTERPRISE ZONE
THE TAXPAYER AND SPOUSE BOTH WORKED IN AN
ENTERPRISE ZONE AND QUALIFY FOR THE CREDIT
MULTIPLE
YES
IF CA WITHHOLDING NOT WITHHELD EQUALLY, AMOUNT WITHHELD PER QUARTER:
6235
TAXPAYER OR SPOUSE WORKED IN AN ENTERPRISE ZONE
4
YES
PART I - QUESTIONS
5096
5097
5287
1
3
2011
PRIOR YEAR TAX OPTIONS:
5067
6107
9
YES
5070
0- Not applicable, enter
PY tax above
1- No PY tax liability
2- PY return not filed / tax
liability unknown (CY tax only)
3- PY was less than 12 months
(penalty based CY tax only)
10
a PY TAX ON LUMP SUM DISTRIB - FORM 540, LINE 34
DATE UNDERPAYMENT PAID OR 04-15-2012, WHICHEVER IS
15
EARLIER
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
6248
5461
6041
ADD-TO
11CADAT13
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 14
3527
2011
CA FORM 3527 - NEW JOBS CREDIT
6338
SECRETARY OF STATE (SOS) FILE NUMBER
[12]
PART 1 - NET INCREASE IN QUALIFIED FULL-TIME EMPLOYEES
SECTION A - PRIOR TAXABLE YEAR
1
NUMBER OF QUALIFIED FULL-TIME HOURLY AND SALARIED EMPLOYEES THAT WERE EMPLOYED FOR THE ENTIRE TAXABLE YEAR
2
NUMBER OF QUALIFIED FULL-TIME HOURLY EMPLOYEES THAT WERE EMPLOYED FOR LESS THAN 52 WEEKS DURING THE TAXABLE YEAR
3
TOTAL NUMBER OF HOURS WORKED BY EMPLOYEES IN LINE 2 (NOT TO EXCEED 2,000 HOURS PER EMPLOYEE)
5
NUMBER OF QUALIFIED FULL-TIME SALARIED EMPLOYEES THAT WERE EMPLOYED FOR LESS THAN 52 WEEKS DURING THE TAXABLE YEAR
6
TOTAL NUMBER OF WEEKS WORKED BY EMPLOYEES IN LINE 5
9215
9216
9217
9218
9219
[4]
9210
9211
9212
9213
9214
[4]
[4]
[6]
[4]
[4]
SECTION B - CURRENT TAXABLE YEAR
9
NUMBER OF QUALIFIED FULL-TIME HOURLY AND SALARIED EMPLOYEES THAT WERE EMPLOYED FOR THE ENTIRE TAXABLE YEAR
10 NUMBER OF QUALIFIED FULL-TIME HOURLY EMPLOYEES THAT WERE EMPLOYED FOR LESS THAN 52 WEEKS DURING THE TAXABLE YEAR
11 TOTAL NUMBER OF HOURS WORKED BY EMPLOYEES IN LINE 10 (NOT TO EXCEED 2,000 HOURS PER EMPLOYEE)
13 NUMBER OF QUALIFIED FULL-TIME SALARIED EMPLOYEES THAT WERE EMPLOYED FOR LESS THAN 52 WEEKS DURING THE TAXABLE YEAR
14 TOTAL NUMBER OF WEEKS WORKED BY EMPLOYEES IN LINE 13
[4]
[6]
[4]
[4]
PART II - CREDIT COMPUTATION
9205
9209
9220
19 PASS-THROUGH NEW JOBS CREDIT(S) FROM SCH K-1 (100S, 541, 565, OR 568)
20 CREDIT CARRYOVER FROM PRIOR YEAR
22
b
CREDIT ASSIGNED TO OTHER CORPORATIONS WITHIN COMBINED REPORTING GROUP FROM FTB 3544, COLUMN G
EF
CA FORM 8453/8879 - EFILE INFO
FORCE NEW DCN
CARRY FED PIN INFORMATION TO CALIFORNIA
IMPERFECT RETURN
SUPPRESS ERO PTIN/SSN ON CA 8453 IF PP AND EIN IS ENTERED
8454
6254
6195
6181
6345
PART I: TAXPAYER INFORMATION
YES
TO INDICATE THE ELECTION NOT TO E-FILE, CHECK THE BOX BELOW
YES
TAXPAYER ELECTION
YES
REASON (OPTIONAL):
FIRST ESTIMATE PAYMENT
SECOND ESTIMATE PAYMENT
THIRD ESTIMATE PAYMENT
FOURTH ESTIMATE PAYMENT
6256
6257
6258
6259
-
PART II: TAX PREPARER INFORMATION
5008
5009
5010
5011
TAXPAYER
6260
YES
EXPLANATION:
4204
4205
4206
6268
SERVICE MILITARY INDICATOR:
Military overseas, Combat zone/ QHDA,
National Guard
4203
REASONABLE CAUSE
MILITARY INDICATORS
ACTIVE DUTY MILITARY
YES
[35]
AMOUNT
-
4201
4202
PART III - MAKE ES PAYMENTS FOR NEXT TAXABLE YEAR
DATE
CA FORM 8454 - E-FILE OPT-OUT RECORD
YES
[35]
[50]
[50]
YES
SPOUSE
6261
BEGINNING DATE
ENDING DATE
TP DEPLOYED OVER
SEAS OR ENTERED
COMBAT ZONE/QHDA
6262
-
-
6263
-
-
SP DEPLOYED OVER
SEAS OR ENTERED
COMBAT ZONE/QHDA
6264
-
-
6265
-
-
TP COMBAT ZONE / QHDA OPERATION OR AREA SERVED:
6266
[50]
SP COMBAT ZONE / QHDA OPERATION OR AREA SERVED:
6267
[50]
DEPOSIT ACCOUNT 1:
6186
ROUTING NUMBER
ACCOUNT NUMBER
[9]
6187
ACCOUNT TYPE: Checking or Savings
6188
[17]
5124
DIRECT DEPOSIT AMOUNT
DEPOSIT ACCOUNT 2:
6189
ROUTING NUMBER
ACCOUNT TYPE: Checking or Savings
ACCOUNT NUMBER
[9]
6190
6191
DIRECT DEPOSIT AMOUNT
JVA COPYRIGHT FORMS(SERVICESFORTAXPREPARERS.COM)
[17]
5215
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT14
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 15
2011
.
HOH
CA SCH 4803E - HEAD OF HOUSEHOLD PG1
HOH2
ELECTRONIC FILING ONLY
6271
RELATIONSHIP CODE:
1
CODES
1- Son, Daughter, Stepson, or Stepdaughter
4- Father or Mother
2- Grandchild, Brother, Sister, etc.
5- Grandfather, Grandmother, etc.
3-Eligible foster child
6- Other (Please explain)
NAME
6293
6206
[38]
[38]
6281
-
6282
[27]
AGE IN YEARS AS OF 12-31 OF THE CURRENT YEAR
IF LESS THAN 1 YEAR OLD, AGE IN MONTHS
3
QUALIFYING PERSON'S INC WAS LESS THAN $3700 IN CY
4
PROVIDED MORE THAN 1/2 SUPPT FOR QUAL PERSON IN CY
5
-
QUALIFYING PERSON WAS A FULL-TIME STUDENT AT A
RECOGNIZED EDUCATIONAL INSTITUTION FOR AT LEAST
5 MONTHS DURING CURRENT YEAR
QUALIFYING PERSON LIVED WITH TP ENTIRE YEAR
5524
5525
6272
6278
FROM
6273
6275
-
[32]
IF QUALIFYING PERSON WAS A FOSTER CHILD, THE CHILD
WAS PLACED BY AN AUTHORIZED PLACEMENT AGENCY OR
BY A JUDGEMENT, DECREE, OR OTHER COURT
6274
6276
NO
10
OR: TOTAL # DAYS (MORE THAN 12 HOURS EACH DAY)
5526
YES
IF YES, QUAL PERSON FILED A JOINT RTN FOR CURRENT YEAR
QUALIFYING PERSON WAS A CITIZEN OF U.S., OR RESIDENT
OF U.S., CANADA, OR MEXICO
a TP WAS MARRIED OR AN RDP AS OF 12-31 OF CY
YES
11
-
YES
6295
6283
YES
YES
YES
FROM
b
6285
6287
-
TO
-
6286
6288
-
-
BEST TIME TO CALL (MILITARY TIME)
[3]
OPTIONAL
6294
6296
BEGINNING & ENDING DATES THAT THE TP LIVED WITH THEIR SPOUSE IN CY
6326
6327
ENTER HOUR
ENTER MINUTES
PHONE NUMBER
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
YES
[50]
QUALIFYING PERSON WAS MARRIED AS OF 12-31
TO
-
6280
6289
9
NO
[32]
IF YES, NAME OF THE PLACEMENT AGENCY OR COURT
[2]
DATES OF EACH PERIOD QUALIFYING PERSON LIVED WITH TP IN CURRENT YEAR:
6
8
[3]
6279
6270
E- College
F- Lived with other parent
G- Moved out
H- Other (please explain)
IF CODE H, EXPLAIN:
6330
6205
QUALIFYING PERSON'S SSN
A- Lived away at school
B- Military service
C- Hospital / Convalescence
D- Birth or Death
7
IF CODE 6, EXPLAIN:
2
CA SCH 4803E - HEAD OF HOUSEHOLD PG 2
6269
REASON WHY QUAL PERSON DID NOT LIVE WITH TP ENTIRE YR
OVERRIDE
KEYFIELD
[2]
[2]
6329
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT15
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 16
LLC
2011
CA FORM 568 - LLC RETURN OF INCOME PG 1
CORRESPONDING FEDERAL FORM
1- Schedule C
2- Schedule E
LLC INCOME WORKSHEET
6350
6351
6352
3- Schedule F
MULTIPLE NUMBER
STATE FILING DATE (IF DIFFERENT FROM FEDERAL)
[3]
6431
6353
6435
LLC NAME
DOING BUSN AS
NUMBER & ST
[35]
[45]
2
6354
6436
ZIP
[20]
6439
A
PRINCIPAL BUSINESS ACTIVITY NAME (SAME AS FED)
B
PRINCIPAL PRODUCT OR SERVICE (SAME AS FED)
C
PRINCIPAL BUSINESS ACTIVITY CODE (SAME AS FED)
D
SECRETARY OF STATE FILE NUMBER
E
DATE BUSINESS STARTED
F
TOTAL ASSETS AT THE END OF THE YEAR
CASH
ACCRUAL
OTHER
H
FEIN
INITIAL
I
FINAL
AMENDED
1
TOTAL INCOME FROM LLC INCOME WORKSHEET
2
LLC COMPANY FEE
3
CURRENT YEAR ANNUAL LLC TAX
4
NONCONSENTING NONRES MEM TAX LIABILITY FROM SCH T
6
AMOUNT PAID WITH EXTENSION FROM 3537 & CY 3522
7
OVERPAYMENT FROM PY ALLOWED AS CREDIT
8
CY NONRESIDENT WITHHOLDING CREDIT
12
AMOUNT TO CREDIT TO NEXT YEAR TAX OR FEE
CREDIT ENTIRE REFUND TO NEXT YEAR TAX OR FEE
PURCHASES FROM OUT-OF-STATE OR INTERNET SELLERS
MADE WITHOUT PAYMENT OF CALIFORNIA SALES/USE TAX
13
APPLICABLE SALES & USE TAX RATE (ENTER AS A % )
SALES OR USE TAX PAID TO ANOTHER STATE FOR PURCHASES
15 PENALTY AND INTEREST
6358
6359
6360
6437
6361
6362
6363
9500
9501
9502
9503
9504
9505
9506
9507
6364
9738
9701
9740
9702
b
9741
c
LLC'S DISTRIBUTIVE SHARE OF DEDUCTIONS FROM
OTHER PASS-THROUGH ENTITIES ASSOCIATED WITH
THE RECEIPT ASSIGNED TO CA
9708
d
ENTER AS A NEGATIVE, ANY ALLOCATIONS,
DISTRUBUTIONS, OR GAINS FROM ANOTHER LLC
THAT WAS ALREADY SUBJECT TO THE LLC FEE
9709
CA RENTAL REAL ESTATE:
a
8
b
CHECK ACCOUNTING METHOD (DEFAULT IS FEDERAL)
G
GROSS INC FROM DISREGARDED BUSINESS ENTITES
COST OF GOODS SOLD OF THE DISREGARDED ENTITY
ASSOCIATED WITH THE RECEIPT ASSIGNED TO CA
LLC'S DISTRIBUTIVE SHARE OF GROSS ORDINARY INC
FROM PASS-THROUGH ENTITY
LLC'S DISTRIBUTIVE SHARE OF COST OF GOODS SOLD
FROM THE OTHER PASS-THROUGH ENTITIES ASSOC
WITH THE RECEIPT ASSIGNED TO CA
3
9696
6432
6433
6434
6355
6356
6357
2012 VOUCHER AMOUNT
b
[2]
6428
PREPARE 2012 FTB 3522
b
CA COST OF GOODS SOLD FROM FORM 568, SCH B, LN 2
AND FROM FED SCH F (PLUS CA ADJ) ASSOCIATED
WITH THE RECEIPTS ASSIGNED TO CA LINE 1a
a
6438
STATE
TOTAL CA INCOME FROM FORM 568, SCH B
a
[35]
PMB (PRIVATE MAILBOX) NUMBER
CITY
1
9700
a
YES
c
ENTER GROSS RENTS FROM FED 8825, LINE 17
GROSS RENTS OF DISREGARDED BUSINESS ENTITY
FROM RENTAL REAL ESTATE
LLC'S DISTRIBUTIVE SHARE OF GROSS RENTS FROM
RENTAL REAL ESTATE
YES
13 CA CAPITAL GAINS (NOT LOSSES) INCLUDED ON SCH D (568)
YES
15 OTHER CA PORTFOLIO INCOME (NOT LOSS) INCL ON SCH K
9705
9706
9707
9717
9718
FORM 3537 - PAYMENT VOUCHER FOR AUTOMATIC EXTENSION FOR LLC
YES
PREPARE CALIFORNIA EXTENSION ONLY
YES
PREPARE CALIFORNIA EXTENSION WITH FULL RETURN
YES
BOX 1 LLC FEE DUE
BOX 2 TOTAL MEMBERS' TAX DUE
BOX 3 AMOUNT OF PAYMENT
6429
6430
9697
9698
9699
YES
YES
YES
9508
6365
9509
9510
SINGLE MEMBER LLC INFORMATION AND CONSENT
SOLE OWNER'S NAME
ADDRESS
6366
[25]
6367
[35]
6368
6369
FEDERAL TIN
SOS FILE NUMBER
-
RETURN FILED BY OWNER:
1- Form 540
2- Form 100
3- Form 565
4- Other
5- Form 541
6- Form 100S
7- Form 568
IF OTHER, SPECIFY
TITLE OF OFFICER SIGNING CONSENT STATEMENT
9511
6370
6371
FTB MAY DISCUSS RETURN WITH PREPARER
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
[14]
6444
YES
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT16
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 17
2011
LLC
J
K
L
M
CA FORM 568 - LLC RETURN OF INCOME PG 2
9512
2 LLC HAS A NONRESIDENT (DOMESTIC) MEMBER(S)
P
THE LLC IS AN INVESTMENT PARTNERSHIP
6372
YES
3 FORM 592, 592-A & 592-B WERE FILED FOR THESE MEM.
THERE IS A MEMBER(S) IN THIS LLC THAT IS AN LLC(S) OR
6373
1 THE LLC IS APPORTIONING INCOME TO CA USING SCH R
YES
Q
NUMBER OF K-1'S ATTACHED
IF NO, LLC WAS REGISTERED IN CA W/O EARNING INCOME
SOURCED IN THIS STATE DURING THE TAXABLE YEAR
THERE WAS A DISTRIBUTION OF PROPERTY OR A TRANSFER
OF AN LLC INTEREST DURING THE TAXABLE YEAR
LLC OR SUBSIDIARIES HAD TRANSFER OR ACQUISITION
1
GREATER THAN 50% IN CONTROL
2
2
THIS LLC ACQUIRED CONTROL OR MAJORITY OWNERSHIP OF ANY OTHER LEGAL ENTITY THAT OWNED OR
LEASED REAL PROPERTY IN CALIFORNIA
3
THIS LLC OWNED OR LEASED REAL PROPERTY IN CA
HAD MORE THAN 50% OF THE LLC OWNERSHIP
INTEREST CUMULATIVELY TRANSFERRED IN ONE
OR MORE TRANSACTIONS SINCE MARCH 1, 1975
O
P
1
PARTNERSHIP(S)
6445
YES
6374
YES
6375
YES
6376
THIS LLC HAS A FOREIGN NONRESIDENT MEMBER(S)
LLC IS UNDER AUDIT BY THE IRS OR HAS BEEN AUDITIED IN PY
S
LLC IS A MEMBER OR PARTNER IN ANOTHER LLC/PARTNERSHIP
T
THIS LLC IS A PTP AS DEFINED IN IRC SECTION 469(K)(2)
1
U
V
YES
6377
6378
R
LLC IS A BUSN ENTITY DISREGARDED FOR TAX PURPOSES
2 IF YES, THERE ARE CR ATTRIBUTABLE TO THE ENTITY
LLC HAS INCLUDED A REPORTABLE TRANSACTION, LISTED
TRANSACTION, OR REGISTERED TAX SHELTER IN RETURN
W THIS LLC FILED THE FED SCH M-3 (FED FORM 1065)
THIS LLC IS A DIRECT OWNER OF AN ENTITY THAT FILED A
X
FED SCHEDULE M-3
THIS LLC HAS A BENEFICIAL INTEREST IN A TRUST OR IS A
Y
GRANTOR OF A TRUST
YES
YES
6379
6380
YES
6381
6446
6382
6383
6384
6385
YES
6386
6387
YES
6388
YES
6389
YES
YES
YES
YES
YES
YES
YES
YES
TRUST INFORMATION
NAME OF TRUST
[20]
STREET ADDRESS
[20]
ZIPCODE
[5]
FEIN
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
Z
6443
THIS LLC OWNS A MEMBERSHIP IN A BUSINESS ENTITY DISREGARDED FOR TAX PURPOSES
YES
NAME OF DISREGARDED ENTITY
FEIN
ADDITIONAL LINES ARE AVAILABLE ON INPUT SCREEN
AA THERE IS A MEMBER OF THE LLC RELATED (AS DEFINED IN IRC SECTION 267 (c )(4)) TO ANOTHER MEMBER OF THE LLC
BB THERE IS A MEMBER OF THE LLC THAT IS A TRUST FOR THE BENEFIT OF ANOTHER PERSON RELATED (AS DEFINED IN IRC SEC. 267 (c )(4)) TO ANOTHER MEM
CC DURING THE YEAR THIS LLC DEFERRED GAINS FROM THE DISPOSITION OF ASSETS
6452
DD THE LLC IS REPORTING PREVIOUSLY DEFERRED INCOME FROM:
INSTALLMENT SALE
6453
IRC 1031
6454
IRC 1033
EE1 THIS LLC GENERATED A NEW JOBS CREDIT
EE2 NEW JOBS CREDIT GENERATED AMOUNT
THIS LLC OR AN ENTITY IN WHICH THIS LLC HAS AN OWNERSHIP INTEREST ELECTS TO DEFER INCOME FROM THE DISCHARGE OR INDEBTEDNESS AS
FF1
DESCRIBED IN IRC 108(i) FOR FEDERAL PURPOSES
6451
9743
FF2 IF YES, PORTION OF THE DISCHARGE OF INDEBTEDNESS ATTRIBUTABLE TO THE LLC
LLC
2
INVENTORY AT BEGINNING OF YEAR
PURCHASES LESS COST OF ITEMS WITHDRAWN FOR
PERSONAL USE
3
COST OF LABOR
4
ADDITIONAL IRC SECTION 263A COSTS
5
OTHER COSTS
DEPRECIATION
7
INVENTORY AT END OF YEAR
COST
LOWER OF COST OR MARKET AS DESCRIBED IN TREAS.
REG. SECTION 1.471-4
WRITE DOWN OF "SUBNORMAL" GOODS AS DESCRIBED
IN TREAS. REG. SECTION 1.471-2 (c )
OTHER
9
b
c
d
YES
YES
OTHER
YES
YES
SCHEDULE B - INCOME AND DEDUCTIONS
9513
1
9514
9515
9516
9517
9539
9518
CHECK ALL METHODS USED FOR VALUING CLOSING INVENTORY:
a
YES
CA FORM 568 - LLC RETURN OF INCOME PG 3
PART III - SCHEDULE A - COST OF GOODS SOLD
1
6447
6448
6449
6455
6450
9742
SPECIFY METHOD & ATTACH
6440
CHECK THIS BOX IF THE LIFO INVENTORY METHOD WAS
ADOPTED THIS TAXTABLE YEAR FOR ANY GOODS
DO THE RULES OF IRC SEC 263A (WITH RESPECT TO
PROPERTY PRODUCED OR ACQUIRED FOR RESALE)
APPLY TO THE LLC?
THERE WAS A CHANGE (OTHER THAN FOR IRC SEC
263A) IN DETERMINING QUANTITIES, COST, OR
VALUATIONS BETWEEN INVENTORIES
6390
YES
6391
YES
6392
6393
YES
YES
[21]
6394
a
GROSS RECEIPTS OR SALES
b
LESS RETURNS AND ALLOWANCES
4
ORDINARY INC FROM OTHER PARTNERSHIPS & FIDUCIARIES
5
ORDINARY LOSS FROM OTHER PARTNERSHIPS & FIDUCIARIES
6
TOTAL FARM PROFIT (ATTACH SCHEDULE F)
7
TOTAL FARM LOSS (ATTACH SCHEDULE F)
8
NET GAIN FROM LINE 18
9
TOTAL LOSS INCLUDED
10 OTHER INCOME
11 OTHER LOSS
13 SALARIES AND WAGES (OTHER THAN TO MEMBERS)
14 GUARANTEED PAYMENTS TO PARTNERS
15 BAD DEBTS
16 DEDUCTIBLE INT EXPENSE NOT CLAIMED ELSEWHERE
17
YES
a
DEPRECIATION AND AMORTIZATION
b
LESS DEPR CLAIMED ON SCH A AND ELSEWHERE
18 DEPLETION
6395
YES
6396
YES
19 RETIREMENT PLANS, ETC
20 EMPLOYEE BENEFIT PROGRAMS
21
OTHER DEDUCTIONS
TAXES
9519
9520
9521
9522
9523
9524
9525
9526
9527
9528
9529
9530
9531
9532
9533
9534
9535
9536
9537
9538
9730
PAGE 3 CONTINUED ON DATA SHEET 18
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
ADD-TO
11CADAT17
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 18
LLC
2011
CA FORM 568 - LLC RETURN OF INCOME PG 3 CONT
SCHEDULE T - NONCONSENTING NONRESIDENT MEMBER'S TAX LIABILITY
MEMBER'S NAME
[16]
6397
6398
6399
6400
6401
SSN
6402
6403
6404
6405
6406
-
FEIN
-
LLC
6407
6408
6409
6410
6411
SHARE INCOME
-
9540
9541
9542
9543
9544
AMT WITHHELD
S CORP
9545
9546
9547
9548
9549
6412
6413
6414
6415
6416
YES
YES
YES
YES
YES
CORP
6417
6418
6419
6420
6421
YES
YES
YES
YES
YES
CA FORM 568 - LLC RETURN OF INCOME PG 4
SCHEDULE K - DISTRIBUTIVE SHARE ITEMS
COLUMN B
1
ORDINARY INCOME
2
NET INCOME (LOSS) FROM RENTAL REAL ESTATE ACTIVITIES (FORM 8825)
3
a
GROSS INCOME - OTHER RENTAL ACTIVITIES
b
LESS EXPENSES
4
GUARANTEED PAYMENTS
5
INTEREST INCOME
6
DIVIDEND INCOME
7
ROYALTY INCOME
8
NET CAPITAL GAIN (LOSS) (SCHEDULE D)
9
OTHER PORTFOLIO INCOME (LOSS)
10
11
a
TOTAL GAIN IRC SEC 1231 (NOT CASUALTY OR THEFT)
b
TOTAL LOSS IRC SEC 1231 (NOT CASUALTY OR THEFT)
a
OTHER PORTFOLIO INCOME (LOSS)
b
TOTAL OTHER INCOME (ATTACH SCHEDULE)
c
TOTAL OTHER LOSS (ATTACH SCHEDULE)
COLUMN D
9550
9551
9552
9553
9559
9554
9555
9556
9557
9558
9560
9561
9734
9562
9563
9583
9584
9585
9586
9592
9587
9588
9589
9590
9591
9593
9594
9735
9595
9596
9565
9564
9736
9577
6422
9566
9567
9598
9597
9737
9616
INCOME (LOSS)
12 RECOVERY PROPERTY EXPENSE DEDUCTION
13
15
17
18
19
20
a
CHARITABLE CONTRIBUTIONS
b
INVESTMENT INTEREST EXPENSE
c
1
TOTAL IRC SECTION 59(E) ELECTION EXPENDITURES
2
TYPE OF EXPENDITURES
d
PORTFOLIO INCOME DEDUCTION (NOT INVESTMENT INTEREST EXPENSE)
e
OTHER DEDUCTIONS (ATTACH SCHEDULE)
a
WITHHOLDING ON PARTNERSHIP/LLC ALLOCATED TO ALL PARTNERS/MEMBERS
b
LOW-INCOME HOUSING CREDIT
c
CREDITS OTHER THAN LINE 13b RELATED TO RENTAL REAL ESTATE ACTIVITIES
d
CREDITS RELATED TO OTHER RENTAL ACTIVITIES
e
NONCONCENTING NONRESIDENT MEMBERS TAX PAID BY LLC
f
OTHER CREDITS (ATTACH SCHEDULE)
g
NEW JOBS CREDIT
a
DEPRECIATION ADJUSTMENT ON PROPERTY PLACED IN SERVICE AFTER 1986
b
ADJUSTED GAIN OR LOSS
c
DEPLETION (OTHER THAN OIL AND GAS)
d
GROSS INCOME FROM OIL, GAS AND GEOTHERMAL PROPERTIES
e
DEDUCTIONS ALLOCABLE TO OIL, GAS AND GEOTHERMAL PROPERTIES
f
OTHER ADJUSTMENTS AND PREFERENCE ITEMS (ATTACH SCHEDULE)
a
TAX-EXEMPT INTEREST INCOME
b
OTHER TAX-EXEMPT INTEREST INCOME
c
NONDEDUCTIBLE EXPENSES
a
DISTRIBUTIONS OF MONEY
b
DISTRIBUTION OF PROPERTY OTHER THAN MONEY
a
INVESTMENT INCOME
b
INVESTMENT EXPENSE
c
OTHER INFORMATION
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
OPTIONAL
9571
9572
9573
9574
9575
9576
9578
9579
9580
9581
9582
9569
9570
9568
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
[17]
9599
9600
9604
9605
9606
9607
9733
9608
9744
9610
9611
9612
9613
9614
9615
9617
9618
9619
9620
9621
9602
9603
9601
ADD-TO
11CADAT18
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 19
LLC
2011
CA FORM 568 - LLC RETURN OF INCOME PG 5
6441
6442
ENTITY MEETS ALL REQUIREMENTS FOR SCHEDULE B, QUESTION 5 OF FEDERAL FORM 1065
FORCE PRINT SHCEDULE L, M-1, M-2
YES
YES
SCHEDULE L - BALANCE SHEETS
ASSETS
1
2
a
TRADE NOTES AND ACCOUNTS RECEIVABLE
b
LESS BAD DEBT ALLOWANCE
INVENTORIES
4
U.S. GOVERNMENT OBLIGATIONS
5
TAX-EXEMPT SECURITIES
6
OTHER CURRENT ASSETS
7
MORTGAGE AND REAL ESTATE LOANS
8
OTHER INVESTMENTS (ATTACH SCHEDULE)
10
a
BUILDINGS AND OTHER DEPRECIABLE ASSETS
b
LESS ACCUMULATED DEPRECIATION
a
DEPLETABLE ASSETS
b
LESS ACCUMULATED DEPLETION
9623
9624
a
INTANGIBLE ASSETS (AMORT ONLY)
b
LESS ACCUM AMORTIZATION
9632
9633
9635
9636
9637
9638
9662
9665
9666
9667
9668
9641
9642
13 OTHER ASSETS (ATTACH SCHEDULE )
9653
9654
9655
9656
9657
9658
9659
9660
9661
9663
9664
9634
9639
9640
LIABILITIES AND CAPITAL
9650
9651
9652
9625
9626
9627
9628
9629
9630
9631
11 LAND (NET AMORTIZATION )
12
END OF TAXABLE YEAR
9622
3
9
BEGINNING OF TAXABLE YEAR
CASH
BEGINNING OF TAXABLE YEAR
9669
9670
END OF TAXABLE YEAR
9643
9644
9645
9646
9647
9648
9649
15 ACCOUNTS PAYABLE
16 MORTGAGE, NOTES, BONDS PAYABLE IN LESS THAN 1 YEAR
17 OTHER CURRENT LIABILITIES
18 ALL NONRECOURSE LOANS
19 MORTGAGE, NOTES, BONDS PAYABLE IN 1 YEAR OR MORE
20 OTHER LIABILITIES
21 PARTNER'S CAPITAL ACCOUNTS
9671
9672
9673
9674
9675
9676
9677
SCHEDULE M-1 - RECONCILIATION OF INCOME PER BOOKS WITH INCOME PER RETURN
2
SCHEDULE K INCOME NOT ON BOOKS THIS YEAR
3
GUARANTEED PAYMENTS (OTHER THAN HEALTH INSURANCE)
9678
9679
DISTRICUTIONS:
6
BOOK EXPENSES NOT INCLUDED ON SCH K, LINES 1-12A AND 16A:
4
6
a
DEPRECIATION
b
TRAVEL AND ENTERTAINMENT
c
LIMITED PARTNERSHIP TAX
7
TAX EXEMPT INTEREST
DEPRECIATION
BEGINNING CAPITAL
2
CAPITAL CONTRIBUTED
3
NET INCOME (LOSS) PER BOOKS
4
OTHER INCREASES (ITEMIZE)
PROPERTY
9684
TYPE OF ENTITIES:
9693
9694
9695
OTHER DECREASES (ITEMIZE)
SCH O - RECOGNIZED GAINS FROM LIQUIDATIONS USED TO CAPITALIZE LLC
6423
[75]
1- C Corporation
2- S Corporation
3- Partnership
9686
SCHEDULE M-2 - ANALYSIS OF PARTNERS' CAPITAL ACCOUNTS
1
b
NAME OF ENTITY LIQUIDATED
7
DEDUCTION ON SCHEDULE K NOT CHARGED AGAINST THE BOOK:
a
CASH
9680
9681
9682
INCOME NOT INCLUDED ON SHCEDULE K, LINES 1-7:
a
a
9689
9690
9691
9692
4- Limited Partnership
5- Sole Proprietor
6- Farmer
9731
ENTITY ID NUMBERS:
FEIN
SSN
CORPORATION
SOS
6424
6425
6426
6427
AMOUNT OF LIQUIDATION GAINS USED TO CAPITALIZE THE LLC
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
OPTIONAL
OVERRIDE
KEYFIELD
ASSET MGR [ # ] MAX CHAR
9732
ADD-TO
11CADAT19
CA
LAST NAME
CALIFORNIA 1040 DATA SHEET 20
ES
2011
CA ESTIMATED TAX
CURRENT YEAR ESTIMATED TAX PAYMENTS
3539
3948
3524
3949
PRIOR YEAR OVERPAYMENT APPLIED
PRIOR YEAR EXTENSION PAYMENT MADE IN CURRENT YEAR
PRIOR YEAR ESTIMATED TAX PAID IN CURRENT YEAR
PRIOR YEAR TAX PAID WITH RETURN
VOUCHER DATE
PAYMENT DATE
6042
6043
6044
6045
6184
04-15-2011
06-15-2011
09-15-2011
01-18-2012
EXTRA PAYMENT
-
-
AMOUNT PAID WITH EXTENSION
AMOUNT
3130
3131
3132
3133
5554
3540
CURRENT YEAR ESTIMATED TAX WORKSHEET
CURRENT YEAR OVERPAYMENT TO NEXT YEAR
1- Refund all overpayment
2- Apply all overpayment
3- Apply to all vouchers, refund balance
4- Apply to 1st voucher, refund balance
METHOD
5- Apply to 1st and 2nd vouchers, refund balance
6- Apply to 1st, 2nd, and 3rd vouchers, refund balance
7- Apply amount entered
6220
AMOUNT
5139
ALLOCATION METHOD:
1- Consecutively
6221
2- Equally
NEXT YEAR ESTIMATED TAX
0- No estimated tax calculation
1- Lesser of option 2 or option 3
2- 100% of current year taxes
3- 90% of next year estimated tax
4- 100% of next year estimated tax
5- 80% of next year estimated tax
6- 70% of next year estimated tax
7- Lesser of option 2 or option 5
8- Lesser of option 2 or option 6
9- Lesser of opt. 2 or 66.67% of next yr est. tax
10- Amount entered
METHOD
6222
AMOUNT
5464
6173
IGNORE WITHHOLDINGS FOR NEXT YEAR ESTIMATED TAX
YES
ESTIMATED TAX CALCULATION ADJUSTMENTS
1
TAXABLE INCOME INCREASE OR (-) DECREASE
2
TAX INCREASE OR (-) DECREASE
7
WITHHOLDINGS INCREASE OR (-) DECREASE
5466
5513
5465
NEXT YEAR VOUCHERS
THRESHOLD:
AMOUNT
THRESHOLD
METHOD
1- Prepare vouchers, if applicable
2- Prepare if tax due is > $1,000 or amount entered
3- Prepare if tax due is > $600 or amount entered
4- Prepare if tax due is > $500 or amount entered
5- Prepare if tax due is > $400 or amount entered
6- Prepare if tax due is > $300 or amount entered
7- Prepare if tax due is > $250 or amount entered
8- Prepare if tax due is > $246 or amount entered
9- Prepare if tax due is > $200 or amount entered
10- Prepare if tax due > $150 or amount entered
11- Prepare if tax due > $100 or amount entered
12- Prepare if tax due > $50 or amount entered
13- Prepare blank vouchers
14- Suppress vouchers
6223
5469
ROUNDING - ONLY VOUCHER AMOUNTS WILL BE ROUNDED:
1- No rounding
2- Round voucher amount up to nearest 10
METHOD
3- Round voucher amount up to nearest 100
4- Round voucher amount up to nearest 1000
6224
VOUCHER 1
VOUCHER 2
VOUCHER 3
6225
6226
6227
CHECK IF ONLY SPECIFIC VOUCHERS TO BE GENERATED
VOUCHER 4
6228
6229
6230
PREPARE DATED REMINDER LETTERS
SUPPRESS FIRST QUARTER REMINDER LETTER
YES
YES
OVERRIDES
VOUCHER DATE
04-15-2011
06-15-2011
09-15-2011
01-17-2012
JVA COPYRIGHT FORMS (SERVICESFORTAXPREPARERS.COM)
DUE DATE
6231
6232
6233
6234
OPTIONAL
-
OVERRIDE
ESTIMATED TAX
-
5530
5531
5532
5533
KEYFIELD
OVERPAYMENT
APPLIED
5534
5535
5536
5537
ASSET MGR [ # ] MAX CHAR
AMT TO PRINT
ON VOUCHER
5116
5135
5172
5174
ADD-TO
11CADAT20