Ca Form 540Nr – Fill Out and Use This PDF

The CA 540NR form is designated for nonresidents or part-year residents of California to file their state income tax returns. It encompasses intricate details such as personal information, income, adjustments, tax calculation, and credits specific to the taxable year 2020. To ensure correct filing and to take advantage of possible deductions and credits, it's important to understand each section of the form. Click the button below to begin filling out your CA 540NR form efficiently.

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Ca Form 540Nr PDF Details

Diving into the complexities of California tax obligations, especially for those who are not full-time residents, can be a daunting task. Among various forms and documents, the California Form 540NR stands out as an essential piece for nonresidents or part-year residents navigating their tax responsibilities. This form specifically targets individuals who have earned income in California but do not reside in the state year-round, requiring a detailed account of their earnings, deductions, and potential credits for the applicable tax year. Its clauses range from basic identification and status information to intricate sections on income adjustments, tax computation, and credits, each tailored to fairly assess the tax obligations based on the portion of the year the filer was domiciled in or earned income from California. Amendments are also catered for, ensuring that any changes to a filer’s situation can be rectified. Notably, the form serves as a bridge, ensuring that nonresidents contribute their fair share to the state's coffers, while also considering the unique aspects of their California-based income. Understanding the critical segments of Form 540NR, including exemptions, deductions, tax calculations, and credits, can significantly affect how much one owes or is refunded, making it a pivotal document in the tax filing process for those it concerns.

Question	Answer
Form Name	Ca Form 540Nr
Form Length	5 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min 15 sec
Other names	2020 schedule ca 540nr, ca 540nr form, form 540nr, ca form 540nr

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TAXABLE YEAR	California Nonresident or Part-Year		CALIFORNIA FORM


2020	Resident Income Tax Return		540NR
Check here if this is an AMENDED return.		Fiscal year filers only: Enter month of year end: month________ year 2021.

Your first name

Initial

Last name

Suffix

Your SSN or ITIN

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.

PMB/private mailbox

City (If you have a foreign address, see instructions)

State

ZIP code

Foreign country name

Foreign province/state/county

Foreign postal code

Prior Date of Name Birth

Your DOB (mm/dd/yyyy)

•

Your prior name (see instructions)

•

Spouse's/RDP's DOB (mm/dd/yyyy)

•

Spouse’s/RDP’s prior name (see instructions)

•

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	Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here

6	. . . . . .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.						Whole dollars only
7	Personal: If you checked box 1, 3, or 4 above, enter 1 in the box. If you					Whole dollars only


	checked box 2 or 5, enter 2. If you checked the box on line 6, see instructions.		7	X $124 =	$
8	Blind: If you (or your spouse/RDP) are visually impaired, enter 1;		8
8
	if both are visually impaired, enter 2	. . . . . . . . . . . . . . . .		X $124 =	$
9	Senior: If you (or your spouse/RDP) are 65 or older, enter 1;		• 9	X $124 =	$
9
	if both are 65 or older, enter 2	. . . . . . . . . . . . . . . .
10	Dependents: Do not include yourself or your spouse/RDP.
	Dependent 1	Dependent 2			Dependent 3

Exemptions

First Name

Last Name

SSN. See instructions. •

Dependent's relationship to you

•

Total dependent exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 10

333

3131203

X $383 = $

Form 540NR 2020 Side 1

Your name: Your SSN or ITIN:

11 Exemption amount: Add line 7 through line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 $

	12	Total California wages from your federal	• 12		.
						00
		Form(s) W-2, box 16
	13	. . . . . . . . . . . . . .Enter federal AGI from federal Form 1040, 1040-SR, or 1040-NR, line 11			13
Income	14	California adjustments – subtractions. Enter the amount from Schedule CA (540NR),			• 14
	15	Subtract line 14 from line 13. If less than zero, enter the result in parentheses.
Taxable		Part II, line 23, column B	. . . . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .
		See instructions			15
			. . . . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .
	16	California adjustments – additions. Enter the amount from Schedule CA (540NR), Part II,			• 16
Total		line 23, column C	. . . . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .
	17	Adjusted gross income from all sources. Combine line 15 and line 16			• 17

	18	Enter the larger of: Your California itemized deductions from Schedule CA (540NR),			• 18
		Part III, line 30; OR Your California standard deduction. See instructions

19Subtract line 18 from line 17. This is your total taxable income. If less than zero,

		enter -0-				. .	.		.	.	. . . . . . . .	. . .	. .	.	.	. .	. . . . . .	19
	31	Tax. Check the box if from:		Tax Table							Tax Rate Schedule
				Tax Table							Tax Rate Schedule

		•		FTB 3800	•						FTB 3803	. . .	. .	.	.	. .	. . . . . . .	• 31
	32	CA adjusted gross income from	Schedule CA		• 32													.
	32	CA adjusted gross income from	Schedule CA
		(540NR), Part IV, line 1																	00
	35	CA Taxable Income from Schedule CA (540NR), Part IV, line 5										. . .	. .	.	.	. .	. . . . . . .	• 35
Income
Income	36	CA Tax Rate. Divide line 31 by line 19										36				.
	36	CA Tax Rate. Divide line 31 by line 19			.		.	.	. . . . .			36					37
Taxable	37	. . . . . . . .CA Tax Before Exemption Credits. Multiply line 35 by line 36										. . .	. .	.	.	. .	37		. . . . . . .
	38	CA Exemption Credit Percentage. Divide line 35 by line 19.
	38	CA Exemption Credit Percentage. Divide line 35 by line 19.										38				.
CA		If more than 1, enter 1.0000				. .	.		.	.	. . . . .	38				.
CA	39	CA Prorated Exemption Credits. Multiply line 11 by line 38.																39
	39	CA Prorated Exemption Credits. Multiply line 11 by line 38.
		If the amount on line 13 is more than $203,341, see instructions . . . .										. . .	. .	.	.	. .	. . . . . . .
	40	CA Regular Tax Before Credits. Subtract line 39 from line 37. If less than zero, enter -0-. . .																40

	41	Tax. See instructions. Check the box if from: •				Schedule G-1						•				FTB 5870A		• 41
	42	. . . . . . . . . . . . . .Add line 40 and line 41			. . .	. .	.		.	.	. . . . . . . .	. . .	. .	.	.	. .	. . . . . . .	• 42
	50	Nonrefundable Child and Dependent Care Expenses Credit. See instructions.																• 50
		Attach form FTB 3506				. .	.		.	.	. . . . . . . .	. . .	. .	.	.	. .	. . . . . . .	• 50
	51	Credit for joint custody head of household.			• 51													.
	51	Credit for joint custody head of household.
Credits		See instructions																	00
								• 52												.
	52	Credit for dependent parent. See instructions. . . .						• 52												.	00
Special	53	Credit for senior head of household.			• 53													.
	53	Credit for senior head of household.
		See instructions																	00
	54	Credit percentage. Enter the amount from line 38 here.
	54	Credit percentage. Enter the amount from line 38 here.														.
		If more than 1, enter 1.0000. See instructions										54				.
	55	If more than 1, enter 1.0000. See instructions			. .	. .	.	.		.	. . . . .	54						• 55
	55	. . . . . . . . . . . . . .Credit amount. See instructions			. . .	. .	.		.	.	. . . . . . . .	. . .	. .	.	.	. .	. . . . . . .	• 55

		Side 2 Form 540NR 2020		333						3132203

. 00

Your name:					Your SSN or ITIN:




continued	58	Enter credit name				code •		. . .and amount			• 58
	60										•	60
	60	To claim more than		two credits. See instructions		. . . . . . . .	. . . . . .	. . . . . . . . .	.	. . . .	•	60
Credits	59	Enter credit name				code •		and amount. . .			•	59
	59	Enter credit name				code •		and amount. . .			•	59
	61	Nonrefundable Renter’s Credit. See instructions									• 61
Special	61	Nonrefundable Renter’s Credit. See instructions						.	. . . .		• 61
Special	62	Add line 50 and line 55 through 61. These are your total credits										62
	62							. . . . . . . . .	.	. . . .		62
	63	Subtract line 62 from line 42. If less than zero, enter -0-						. . . . . . . . .	.	. . . .		63
	71	Alternative Minimum Tax. Attach Schedule P (540NR)							.	. . . .	• 71
Taxes	72	Mental Health Services Tax. See instructions							.	. . . .	• 72
Taxes	73	Other taxes and credit recapture. See instructions									• 73
Other	73	Other taxes and credit recapture. See instructions						.	. . . .		• 73
Other	74	Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions									• 74
	74										• 74
	75	Add line 63, line 71, line 72, line 73, and line 74. This is your total tax . . .						. . . . . . . . .	.	. . . .	• 75
	81	California income tax withheld. See instructions							.	. . . .	• 81
	82	2020 CA estimated tax and other payments. See instructions						. . . . . . . . .	.	. . . .	• 82
Payments	83	Withholding (Form 592-B and/or 593). See instructions						. . . . . . . . .	.	. . . .	• 83
Payments	85	Earned Income Tax Credit (EITC)				. . . . . . . .	. . . . . .	. . . . . . . . .	.	. . . .	•	85
	84	Excess SDI (or VPDI) withheld. See instructions							.	. . . .	•	84
	86	Young Child Tax Credit (YCTC). See instructions							.	. . . .	• 86
	87	Net Premium Assistance Subsidy (PAS). See instructions						. . . . . . . . .	.	. . . .	• 87
	88	Add line 81 through line 87. These are your total payments. See instructions										88
Penalty	91	Individual Shared Responsibility (ISR) Penalty. See instructions						• 91
Penalty	91							• 91
ISR		•	Full-year health care coverage.
		•	Full-year health care coverage.
	92	Payments after Individual Shared Responsibility Penalty. If line 88 is more than line 91,
Due	92
Due		subtract line 91 from line 88										92
Tax/Tax	93	subtract line 91 from line 88			. . . . . . . .	. . . . . .	. . . . . . . . .	.	. . . .			92
Tax/Tax		Individual Shared Responsibility Penalty Balance. If line 91 is more than line 88,

Overpaid		subtract line 88 from line 91				. . . . . . . .	. . . . . .	. . . . . . . . .	.	. . . .		93
Overpaid	102	Amount of line 101 you want applied to your 2021 estimated tax						. . . . . . . . .	.	. . . .	• 102
	101	Overpaid tax. If line 92 is more than line 75, subtract line 75 from line 92.						. . . . . . . . .	.	. . . .		101

. 00

333

3133203

Form 540NR 2020 Side 3

Your name:	Your SSN or ITIN:

			. . . . • 103
103 Overpaid tax available this year. Subtract line 102 from line 101 . .		. . . . . . . . . . . . . . . .	. . . . • 103

104 Tax due. If line 92 is less than line 75, subtract line 92 from line 75 . . . . . . . . . . . . . . . . . . . 104

			Code Amount
	California Seniors Special Fund. See instructions	• 400
	Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund	• 401
	Rare and Endangered Species Preservation Voluntary Tax Contribution Program	• 403
	California Breast Cancer Research Voluntary Tax Contribution Fund	• 405
	California Firefighters’ Memorial Voluntary Tax Contribution Fund	• 406
	Emergency Food for Families Voluntary Tax Contribution Fund	• 407
	California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund	• 408
	California Sea Otter Voluntary Tax Contribution Fund	• 410
	California Cancer Research Voluntary Tax Contribution Fund	• 413
Contributions	State Parks Protection Fund/Parks Pass Purchase	•	423
	School Supplies for Homeless Children Fund	•	422
	Protect Our Coast and Oceans Voluntary Tax Contribution Fund	• 424
	Keep Arts in Schools Voluntary Tax Contribution Fund	• 425
	Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund	• 431
	California Senior Citizen Advocacy Voluntary Tax Contribution Fund	• 438
	Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund	• 439
	Rape Kit Backlog Voluntary Tax Contribution Fund	• 440
	Schools Not Prisons Voluntary Tax Contribution Fund	• 443
	Suicide Prevention Voluntary Tax Contribution Fund	• 444
	120 Add code 400 through code 444. This is your total contribution	• 120

Side 4 Form 540NR 2020

333

3134203

. 00

125 REFUND OR NO AMOUNT DUE. Subtract line 120 from line 103. See instructions.

Your name: Your SSN or ITIN:

Owe	121	AMOUNT YOU OWE. Add line 93, line 104, and line 120. See instructions. Do not send cash.			• 121
Owe		Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001
Amount You
Amount You		Pay Online – Go to ftb.ca.gov/pay for more information.
and	122	Interest, late return penalties, and late payment penalties			122
and	123 Underpayment of estimated tax.
Penalties		Check the box: •	FTB 5805 attached •	FTB 5805F attached	• 123



Interest
	124 Total amount due. See instructions. Enclose, but do not staple, any payment				124

. 00

Refund and Direct Deposit

. . . . . .Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001	• 125		.	00

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 125) is authorized for direct deposit into the account shown below:

• Routing number	• Type		• Account number	• 126 Direct deposit amount
• Routing number		Checking	• Account number	• 126 Direct deposit amount	.
		Savings				00
						00

The remaining amount of my refund (line 125) is authorized for direct deposit into the account shown below:

• Routing number	• Type		• Account number	• 127 Direct deposit amount
• Routing number		Checking	• Account number	• 127 Direct deposit amount	.
		Savings				00
						00

IMPORTANT: Attach a copy of your complete federal 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.		Preferred phone number

Sign Here

It is unlawful to forge a spouse’s/ RDP’s signature.

Joint tax return? (See instructions)

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
	Yes		No
Print Third Party Designee’s Name	Telephone Number

333

3135203

Form 540NR 2020 Side 5

How to Edit Ca Form 540Nr Online for Free

The PDF editor was designed with the intention of making it as simple and user-friendly as it can be. The next actions will help make creating the ca form 540nr easy and quick.

Step 1: Hit the orange "Get Form Now" button on the webpage.

Step 2: You can find each of the functions that you may use on your file once you've got accessed the ca form 540nr editing page.

Type in the requested information in each section to fill in the PDF ca form 540nr

Type in the required data in the field g n, i l i, s u t a t S, Single, MarriedRDP filing jointly See inst, Head of household with qualifying, Qualifying widower, Enter year spouseRDP died, MarriedRDP filing separately, Enter spousesRDPs SSN or ITIN, See instructions, If someone can claim you or your, For line line line and line, Personal If you checked box or, and checked box or enter If you.

schedule 540nr g n, i l i, s u t a t S, Single, MarriedRDP filing jointly See inst, Head of household with qualifying, Qualifying widower, Enter year spouseRDP died, MarriedRDP filing separately, Enter spousesRDPs SSN or ITIN, See instructions, If someone can claim you or your, For line line line and line, Personal If you checked box or, and checked box or enter If you blanks to complete

Put down any details you may need in the field Your name, Your SSN or ITIN, Exemption amount Add line through, e m o c n, e b a x a T, a t o T, Total California wages from your, Enter federal AGI from federal, California adjustments, Part II line column B, Subtract line from line If less, See instructions, Adjusted gross income from all, Subtract line from line This is, and Tax Table.

schedule 540nr Your name, Your SSN or ITIN, Exemption amount Add line through, e m o c n, e b a x a T, a t o T, Total California wages from your, Enter federal AGI from federal, California adjustments, Part II line column B, Subtract line from line If less, See instructions, Adjusted gross income from all, Subtract line from line This is, and Tax Table blanks to insert

Please make sure to record the rights and obligations of the parties inside the e m o c n, e l b a x a T A C, s t i d e r C, Tax Check the box if from, Tax Table, Tax Rate Schedule, FTB CA adjusted gross income from, FTB, CA Taxable Income from Schedule CA, CA Tax Rate Divide line by line, CA Tax Before Exemption Credits, CA Exemption Credit Percentage, CA Prorated Exemption Credits, CA Regular Tax Before Credits, and Tax See instructions Check the box box.

Look at the areas s t i d e r C, l a i c e p S, Credit for dependent parent See, If more than enter See, Credit amount See instructions, and Side Form NR and next fill them in.

schedule 540nr s t i d e r C, l a i c e p S, Credit for dependent parent See, If more than enter See, Credit amount See instructions, and Side Form NR blanks to fill

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