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California Free Printable 2021 Schedule CA (540), California Adjustments - Residents for 2022 California California Adjustments - Residents

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California Adjustments - Residents
2021 Schedule CA (540), California Adjustments - Residents

TAXABLE YEAR 2021 SCHEDULE CA (540) California Adjustments — Residents Important: Attach this schedule behind Form 540, Side 5 as a supporting California schedule. Name(s) as shown on tax return SSN or ITIN Part I  Income Adjustment Schedule Section A – Income from federal Form 1040 or 1040-SR Amounts A Federal (taxable amounts from your federal tax return) B Subtractions See instructions C Additions See instructions 1 Wages, salaries, tips, etc. See instructions before making an entry in column B or C . . . . . . . . . . . . . . . 1 2 Taxable interest. a  2b 3 Ordinary dividends. See instructions. a  3b 4 IRA distributions. See instructions. a  4b 5 Pensions and annuities. See instructions.     a  5b 6 Social security benefits.        a  6b 7 Capital gain or (loss). See instructions . . . . . . . . . . . 7 Section B – Additional Income from federal Schedule 1 (Form 1040) 1 Taxable refunds, credits, or offsets of state and local income taxes. . . . . . . . . . . . . . . . . . . . . 1 2a Alimony received. See instructions. . . . . . . . . . . . 2a 3 Business income or (loss). See instructions. . . . . 3 4 Other gains or (losses). . . . . . . . . . . . . . . . . . . . . 4 5 Rental real estate, royalties, partnerships, S corporations, trusts, etc.. . . . . . . . . . . . . . . . . . 5 6 Farm income or (loss) . . . . . . . . . . . . . . . . . . . . . 6 7 Unemployment compensation . . . . . . . . . . . . . . . 7 8 Other income: a  Federal net operating loss. . . . . . . . . . . . . . . . . 8a b  Gambling income . . . . . . . . . . . . . . . . . . . . . . . 8b c  Cancellation of debt . . . . . . . . . . . . . . . . . . . . . 8c d Foreign earned income exclusion from federal Form 2555 . . . . . . . . . . . . . . . . . . . . . . 8d e  Taxable Health Savings Account distribution . . 8e f  Alaska Permanent Fund dividends . . . . . . . . . . . 8f g  Jury duty pay . . . . . . . . . . . . . . . . . . . . . . . . . . 8g h  Prizes and awards . . . . . . . . . . . . . . . . . . . . . . . 8h For Privacy Notice, get FTB 1131 EN-SP. 7731213 Schedule CA (540)  2021  Side 1 Amounts A Federal (taxable amounts from your Section B – Additional Income Continued federal tax return) i Activity not engaged in for profit income . . . . . . 8i j  Stock options . . . . . . . . . . . . . . . . . . . . . . . . . . 8j k  Income from the rental of personal property if you engaged in the rental for profit but were not in the business of renting such property . . 8k l Olympic and Paralympic medals and USOC prize money . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8l m  IRC Section 951(a) inclusion . . . . . . . . . . . . . . 8m n IRC Section 951A(a) inclusion . . . . . . . . . . . . . 8n o  IRC Section 461(l) excess business loss adjustment . 8o p  Taxable distributions from an ABLE account . . 8p z  Other income. List type and amount. 8z 9 a   Total other income. Add lines 8a through 8z. . 9a b1  Disaster loss deduction from form FTB 3805V . 9b1 b2  NOL deduction from form FTB 3805V . . . . . 9b2 b3  NOL from form FTB 3805Z, 3807, or 3809 . . 9b3 b4 Student loan discharged due to closure of a for-profit school . . . . . . . . . . . . . . . . . . . . . . 9b4 10 Total. Combine Section A, line 1 through line 7, and Section B, line 1 through line 7, line 9a, and line 9b4 in column A (as applicable). Add Section A, line 1 through line 7, and Section B, line 1 through line 7, line 9a and line 9b1 through line 9b4 in column B and column C (as applicable). See instructions.. . . . . . . . . . . . . . . . . 10 Section C – Adjustments to Income from federal Schedule 1 (Form 1040) 11 Educator expenses . . . . . . . . . . . . . . . . . . . . . . 11 12 Certain business expenses of reservists, performing artists, and fee-basis government officials. . . . . . .12 13 Health savings account deduction . . . . . . . . . . . 13 14 Moving expenses. Attach form FTB 3913. See instructions . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Deductible part of self-employment tax. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Self-employed SEP, SIMPLE, and qualified plans . 16 17 Self-employed health insurance deduction. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . 17 Side 2  Schedule CA (540)  2021 7732213 B Subtractions See instructions C Additions See instructions Amounts A Federal (taxable amounts from your Section C – Adjustments to Income Continued federal tax return) B Subtractions See instructions C Additions See instructions 18 Penalty on early withdrawal of savings . . . . . . . . . . 18 19 a  Alimony paid. . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a b Recipient’s: SSN   Last Name 20 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 21 Student loan interest deduction . . . . . . . . . . . . . . . . 21 22 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . 22 23 Archer MSA deduction . . . . . . . . . . . . . . . . . . . . . . 23 24 Other adjustments: a  Jury duty pay . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a b Deductible expenses related to income reported on line 8k from the rental of personal property engaged in for profit . . . . . . . . . . . . . . . . . . . . . . 24b c Nontaxable amount of the value of Olympic and Paralympic medals and USOC prize money reported on line 8l . . . . . . . . . . . . . . . . . . . . . . . . 24c d Reforestation amortization and expenses . . . . . . 24d e Repayment of supplemental unemployment benefits under the Trade Act of 1974 . . . . . . . . . . 24e f Contributions to IRC Section 501(c)(18)(D) pension plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24f g Contributions by certain chaplains to IRC Section 403(b) plans . . . . . . . . . . . . . . . . . . 24g h Attorney fees and court costs for actions involving certain unlawful discrimination claims . . . . . . . . 24h i Attorney fees and court costs you paid in connection with an award from the IRS for information you provided that helped the IRS detect tax law violations . . . . . . 24i j  Housing deduction from federal Form 2555 . . . . . 24j k Excess deductions of IRC Section 67(e) expenses from federal Schedule K-1 (Form 1041) . . . . . . . 24k z Other adjustments. List type and amount. 24z 25 Total other adjustments. Add lines 24a through 24z . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 26 Add line 11 through line 23 and line 25 in columns A, B, and C. See instructions . . . . . . . . . . 26 27 Total. Subtract line 26 from line 10 in columns A, B, and C. See instructions . . . . . . . . . . 27 7733213 Schedule CA (540)  2021  Side 3 Part II  Adjustments to Federal Itemized Deductions Check the box if you did NOT itemize for federal but will itemize for California. . . . . . . . . . . . Amounts A Federal (from federal Schedule A (Form 1040)) Medical and Dental Expenses  See instructions. 1 Medical and dental expenses . . . . . 1 2 Enter amount from federal Form 1040 or 1040-SR, line 11. . 3 Multiply line 2 by 7.5% (0.075) . . . . 2 3 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter 0 . . . . . . . . . . . . . . 4 Taxes You Paid 5 a  State and local income tax or general sales taxes. .5a b  State and local real estate taxes . . . . . . . . . . . . . . 5b c  State and local personal property taxes . . . . . . . . . 5c d  Add line 5a through line 5c . . . . . . . . . . . . . . . . . . 5d e Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) in column A. Enter the amount from line 5a, column B in line 5e, column B. Enter the difference from line 5d and line 5e, column A in line 5e, column C . . . . . . . . . . . . . . . . 5e 6 Other taxes. List type             6 7 Add line 5e and line 6 . . . . . . . . . . . . . . . . . . . . . . . . 7 Interest You Paid 8 a  Home mortgage interest and points reported to you on federal Form 1098 . . . . . . . . . . . . . . . . . . . 8a b  Home mortgage interest not reported to you on federal Form 1098 . . . . . . . . . . . . . . . . . . . . . . 8b c  Points not reported to you on federal Form 1098 . 8c d  Mortgage insurance premiums . . . . . . . . . . . . . . . 8d e  Add line 8a through line 8d . . . . . . . . . . . . . . . . . . 8e 9 Investment interest . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Add line 8e and line 9 . . . . . . . . . . . . . . . . . . . . . . . 10 Side 4  Schedule CA (540)  2021 7734213 B Subtractions See instructions C Additions See instructions Part II Adjustments to Federal Itemized Deductions Continued Amounts A Federal (from federal Schedule A B Subtractions See instructions (Form 1040)) C Additions See instructions Gifts to Charity 11 Gifts by cash or check. . . . . . . . . . . . . . . . . . . . . . . 11 12 Other than by cash or check . . . . . . . . . . . . . . . . . . 12 13 Carryover from prior year . . . . . . . . . . . . . . . . . . . . 13 14 Add line 11 through line 13 . . . . . . . . . . . . . . . . . . . 14 Casualty and Theft Losses 15 Casualty or theft loss(es) (other than net qualified disaster losses). Attach federal Form 4684. See instructions . . 15 Other Itemized Deductions 16 Other—from list in federal instructions. . . . . . . . . . 16 17 Add lines 4, 7, 10, 14, 15, and 16 in columns A, B, and C . . . . . . . . . . . . . . . . . . . . . . . . 17 18 Total. Combine line 17 column A less column B plus column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Job Expenses and Certain Miscellaneous Deductions 19 Unreimbursed employee expenses - job travel, union dues, job education, etc. Attach federal Form 2106 if required. See instructions . . . . . . . . . . . . . . . . . . . . . . . 19 20 Tax preparation fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 21 Other expenses - investment, safe deposit box, etc. List type . . . . . . . . . . . . . . . . . . . . . . 21 22 Add line 19 through line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 23 Enter amount from federal Form 1040 or 1040-SR, line 11 . . . . . . . . . . . . . . . . . . . . 24 Multiply line 23 by 2% (0.02). If less than zero, enter 0 . . . . . . . . . . . . . . . . . . . . . . 24 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 26 Total Itemized Deductions. Add line 18 and line 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 27 Other adjustments. See instructions. Specify.  27 28 Combine line 26 and line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 29 Is your federal AGI (Form 540, line 13) more than the amount shown below for your filing status? Single or married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $212,288 Head of household . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $318,437 Married/RDP filing jointly or qualifying widow(er) . . . . . . . . . . . . . . . . . . . . . . . . . $424,581 No. Transfer the amount on line 28 to line 29. Yes. Complete the Itemized Deductions Worksheet in the instructions for Schedule CA (540), line 29 . . . . . . . . . . 29 30 Enter the larger of the amount on line 29 or your standard deduction listed below Single or married/RDP filing separately. See instructions . . . . . . . . . . . . . . . . . . . . . $4,803 Married/RDP filing jointly, head of household, or qualifying widow(er) . . . . . . . . . . . $9,606 Transfer the amount on line 30 to Form 540, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 7735213 Schedule CA (540)  2021  Side 5
Extracted from PDF file 2021-california-form-540-schedule-ca.pdf, last modified January 2022

More about the California Form 540 Schedule CA Individual Income Tax TY 2021

Important: Attach this schedule behind Form 540, Side 5 as a supporting California schedule. Form 540 Schedule CA requires you to list multiple forms of income, such as wages, interest, or alimony .

We last updated the California Adjustments - Residents in February 2022, so this is the latest version of Form 540 Schedule CA, fully updated for tax year 2021. You can download or print current or past-year PDFs of Form 540 Schedule CA directly from TaxFormFinder. You can print other California tax forms here.

Related California Individual Income Tax Forms:

TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the California Form 540 Schedule CA.

Form Code Form Name
Form 540 Schedule P Alternative Minimum Tax and Credit Limitations - Residents
Form 540 Schedule CA INS Instructions and Forms for Schedule CA (540)
Form 540 Schedule D California Capital Gain or Loss Adjustment
Form 540 Schedule G-1 Tax on Lump-Sum Distributions
Form 540 Schedule D-1 Sales of Business Property
Form 540 Schedule S 2019 Instructions Schedule S

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 Schedule CA from the Franchise Tax Board in February 2022.

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 Schedule CA

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


2021 Form 540 Schedule CA

2021 Schedule CA (540), California Adjustments - Residents

2020 Form 540 Schedule CA

2020 Schedule CA (540) California Adjustments - Residents

2019 Form 540 Schedule CA

2019 Schedule CA (540) California Adjustments - Residents

2018 Form 540 Schedule CA

2018 Schedule CA (540) California Adjustments - Residents

2017 Form 540 Schedule CA

2017 Schedule CA (540) California Adjustments - Residents

2016 Form 540 Schedule CA

2016 Schedule CA 540 California Adjustments - Residents

California Adjustments - Residents 2015 Form 540 Schedule CA

2015 Schedule CA (540) -- California Adjustments — Residents

California Adjustments - Residents 2014 Form 540 Schedule CA

2014 Schedule CA (540) -- California Adjustments — Residents

California Adjustments - Residents (Fill-in & Save) 2013 Form 540 Schedule CA

2013 Schedule CA (540) -- California Adjustments — Residents

2012 Form 540 Schedule CA

2012 Schedule CA (540) -- California Adjustments — Residents

2011 California Schedule CA (540) 2011 Form 540 Schedule CA

2011 Schedule CA (540) -- California Adjustments — Residents


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