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California Free Printable 2020 Form 540 California Resident Income Tax Return for 2021 California California 540 Form Instruction Booklet

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California 540 Form Instruction Booklet
2020 Form 540 California Resident Income Tax Return

TAXABLE YEAR FORM 2020 540 California Resident Income Tax Return Check here if this is an AMENDED return. Your first name Fiscal year filers only: Enter month of year end: month________ year 2021. Initial Last name Suffix Your SSN or ITIN A 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. City (If you have a foreign address, see instructions) State Prior Name Date of Birth Foreign country name • R PMB/private mailbox ZIP code Foreign province/state/county Your DOB (mm/dd/yyyy) • Your prior name (see instructions) RP Foreign postal code Spouse’s/RDP’s DOB (mm/dd/yyyy) Spouse’s/RDP’s prior name (see instructions) • • Principal Residence Enter your county at time of filing (see instructions) If your address above is the same as your principal/physical residence address at the time of filing, check this box . . . If not, enter below your principal/physical residence address at the time of filing. Street address (number and street) (If foreign address, see instructions.) Apt. no/ste. no. City State ZIP code Filing Status If your California filing status is different from your federal filing status, check the box here . . . . . . . . . . . . . . 1 Single 4 Head of household (with qualifying person). See instructions. 2 Married/RDP filing jointly. See inst. 5 Qualifying widow(er). Enter year spouse/RDP died. See instructions. 3 Exemptions 6 Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here. If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See inst . . . . . . . • 6 ▶ 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. 7 Personal: If you checked box 1, 3, or 4 above, enter 1 in the box. If you checked 7 X $124 =  $ box 2 or 5, enter 2 in the box. If you checked the box on line 6, see instructions. 8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1; if both are visually impaired, enter 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333 3101203 8 X $124 = $ •9 X $124 = $ Whole dollars only Form 540 2020 Side 1 Your name: Your SSN or ITIN: 10 Dependents: Do not include yourself or your spouse/RDP. Dependent 1 Dependent 2 Dependent 3 First Name Exemptions Last Name SSN. See instructions. • • • Dependent’s relationship to you Total dependent exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . . . . . . . . . . . . 12 State wages from your federal Form(s) W-2, box 16 . . . . . . . . . . . . . . . . . . . . . . • Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 . . . . . . . . 14 California adjustments – subtractions. Enter the amount from Schedule CA (540), Part I, line 23, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 14 from line 13. If less than zero, enter the result in parentheses. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . 18 Enter the larger of 11 $ 13 . 00 14 . 00 15 . 00 • 16 . 00 • 17 . 00 • 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,601 • Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . . $9,202 19 If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Tax. Check the box if from: 32 FTB 3800 FTB 3803 . . . . . . . . . . . . . . . . • • Exemption credits. Enter the amount from line 11. If your federal AGI is more than $203,341, see instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax Table $ . 00 12 13 Tax Taxable Income X $383 = 11 15 Special Credits • 10 • 18 { . 00 19 . 00 31 . 00 32 . 00 33 . 00 34 . 00 35 . 00 • 40 . 00 Tax Rate Schedule • 33 Subtract line 32 from line 31. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Tax. See instructions. Check the box if from: • 35 Add line 33 and line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Nonrefundable Child and Dependent Care Expenses Credit. See instructions. . . . . . . . . . . . . 43 Enter credit name code • and amount. . . • 43 . 00 44 Enter credit name code • and amount. . . • 44 . 00 Side 2 Form 540 2020 333 Schedule G-1 • 3102203 FTB 5870A . . • To claim more than two credits. See instructions. Attach Schedule P (540). . . . . . . . . . . . . . • 45 . 00 46 Nonrefundable Renter’s Credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 46 . 00 47 Add line 40 through line 46. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 . 00 48 Subtract line 47 from line 35. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 . 00 61 Alternative Minimum Tax. Attach Schedule P (540) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 61 . 00 62 Mental Health Services Tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 62 . 00 63 Other taxes and credit recapture. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 63 . 00 64 Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions. . . . . . . • 64 . 00 65 Add line 48, line 61, line 62, line 63, and line 64. This is your total tax . . . . . . . . . . . . . . . . . • 65 . 00 71 California income tax withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 71 . 00 72 2020 CA estimated tax and other payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . • 72 . 00 73 Withholding (Form 592-B and/or 593). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 73 . 00 74 Excess SDI (or VPDI) withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 74 . 00 75 Earned Income Tax Credit (EITC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 75 . 00 76 Young Child Tax Credit (YCTC). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 76 . 00 77 Net Premium Assistance Subsidy (PAS). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . • 77 . 00 78 Add line 71 through line 77. These are your total payments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 . 00 91 Use Tax. Do not leave blank. See instructions . . . . . . . . . . . . . . . . . . . . . . 92 Overpaid Tax/Tax Due Payments Other Taxes Special Credits 45 Use Tax Your SSN or ITIN: ISR Penalty Your name: If line 91 is zero, check if: No use tax is owed. . 00 91 You paid your use tax obligation directly to CDTFA. Individual Shared Responsibility (ISR) Penalty. See instructions . . . . . . . . • • • . 00 92 Full-year health care coverage. 93 Payments balance. If line 78 is more than line 91, subtract line 91 from line 78 . . . . . . . . . . 93 . 00 94 95 Use Tax balance. If line 91 is more than line 78, subtract line 78 from line 91 . . . . . . . . . . . Payments after Individual Shared Responsibility Penalty. If line 93 is more than line 92, subtract line 92 from line 93. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then subtract line 93 from line 92. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 . 00 95 . 00 96 . 00 96 333 3103203 Form 540 2020 Side 3 Overpaid Tax/Tax Due Your name: Your SSN or ITIN: 97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95. . . . . . . . . . . . . . . 98 Amount of line 97 you want applied to your 2021 estimated tax . . . . . . . . . . . . . . . . . . . . . . 99 Overpaid tax available this year. Subtract line 98 from line 97 . . . . . . . . . . . . . . . . . . . . . . . . 97 . 00 • 98 . 00 • 99 . 00 100 . 00 100 Tax due. If line 95 is less than line 65, subtract line 95 from line 65 . . . . . . . . . . . . . . . . . . . Contributions Code Amount California Seniors Special Fund. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 400 . 00 Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund . . . . . . . . . . . . . • 401 . 00 Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . . . . . . . . • 403 . 00 California Breast Cancer Research Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . • 405 . 00 California Firefighters’ Memorial Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . • 406 . 00 Emergency Food for Families Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . • 407 . 00 California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund. . . . . . . . . . . • 408 . 00 California Sea Otter Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 410 . 00 California Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . • 413 . 00 School Supplies for Homeless Children Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 422 . 00 State Parks Protection Fund/Parks Pass Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 423 . 00 Protect Our Coast and Oceans Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . . . . . . . . • 424 . 00 Keep Arts in Schools Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 425 . 00 Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund . . . . . . . . • 431 . 00 California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . • 438 . 00 Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund. . . . . . . . . . . . . . . . • 439 . 00 Rape Kit Backlog Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 440 . 00 Schools Not Prisons Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 443 . 00 Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 444 . 00 110 Add code 400 through code 444. This is your total contribution . . . . . . . . . . . . . . . . . . . . . . • 110 . 00 Side 4 Form 540 2020 333 3104203 Interest and Penalties Amount You Owe Your name: Your SSN or ITIN: 111 AMOUNT YOU OWE. If you do not have an amount on line 99, add line 94, line 96, line 100, and line 110. See instructions. Do not send cash. Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001. . . . . Pay Online – Go to ftb.ca.gov/pay for more information. • 112 Interest, late return penalties, and late payment penalties . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 . 00 112 . 00 113 . 00 114 . 00 113 Underpayment of estimated tax. Check the box: • FTB 5805 attached • FTB 5805F attached . . . . . . . . . . . • 114 Total amount due. See instructions. Enclose, but do not staple, any payment . . . . . . . . . . . . 115 REFUND OR NO AMOUNT DUE. Subtract the sum of line 110, line 112 and line 113 from line 99. See instructions. Refund and Direct Deposit Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001. . . . . . . • . 00 115 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: • Routing number • Type Checking • Account number • 116 Direct deposit amount . 00 Savings The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below: • Routing number • Type Checking • Account number • 117 Direct deposit amount . 00 Savings 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. Your signature Date Spouse’s/RDP’s signature (if a joint tax return, both must sign) Your email address. Enter only one email address. Sign Here It is unlawful to forge a spouse’s/ RDP’s signature. Joint tax return? (See instructions) 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 • Firm’s FEIN Do you want to allow another person to discuss this tax return with us? See instructions . . . . . . . • Yes No Telephone Number Print Third Party Designee’s Name 333 3105203 Form 540 2020 Side 5
Extracted from PDF file 2020-california-form-540-540a-instructions.pdf, last modified December 2020

More about the California Form 540-540A Instructions Individual Income Tax TY 2020

This document contains the official instructions for filling out your California Form 540/540A. Use this booklet to help you fill out and file Form 540 or 540A.

We last updated the California 540 Form Instruction Booklet in January 2021, so this is the latest version of Form 540-540A Instructions, fully updated for tax year 2020. You can download or print current or past-year PDFs of Form 540-540A Instructions directly from TaxFormFinder. You can print other California tax forms here.


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Other California Individual Income Tax Forms:

TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 540 Schedule CA California Adjustments - Residents
Form 540 Schedule CA INS Instructions for Schedule CA (540)
Form 540-NR Schedule CA INS Instructions for Schedule CA (540NR)
540 Tax Table Tax Table for 540 Tax Return
Form 540-NR Schedule CA California Adjustments - Nonresidents and Part-Year Residents

Download all CA tax forms View all 175 California Income Tax Forms


Form Sources:

California usually releases forms for the current tax year between January and April. We last updated California Form 540-540A Instructions from the Franchise Tax Board in January 2021.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of California Form 540-540A Instructions

We have a total of six past-year versions of Form 540-540A Instructions in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2020 Form 540-540A Instructions

2020 Form 540 California Resident Income Tax Return

2019 Form 540-540A Instructions

2019 540 California Personal Income Tax Booklet

2018 Form 540-540A Instructions

2018 Booklet 540 - Forms & Instructions Booklet

2017 Form 540-540A Instructions

2017 540 Booklet - Personal Income Tax Booklet - Forms & Instructions

2016 Form 540-540A Instructions

2016 540 Instructions California Resident Income Tax Return

2015 Form 540-540A Instructions

2015 Instructions for Form 540 --California Resident Income Tax Return


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