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.

QuestionAnswer
Form NameCa Form 540Nr
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other names2020 schedule ca 540nr, ca 540nr form, form 540nr, ca form 540nr

Form Preview Example

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A

R

RP

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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 =

$

 

 

 

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FTB 3800

 

 

FTB 3803

. . .

. .

.

.

. .

. . . . . . .

 

31

 

 

32

CA adjusted gross income from

Schedule CA

32

 

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(540NR), Part IV, line 1

 

 

 

 

 

 

 

 

 

 

00

 

 

 

35

CA Taxable Income from Schedule CA (540NR), Part IV, line 5

. . .

. .

.

.

. .

. . . . . . .

 

35

Income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

. . .

. .

.

.

. .

. . . . . . .

 

38

CA Exemption Credit Percentage. Divide line 35 by line 19.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

38

 

 

 

.

 

 

 

 

 

CA

 

If more than 1, enter 1.0000

. .

.

 

.

.

. . . . .

 

 

 

 

 

 

 

 

39

CA Prorated Exemption Credits. Multiply line 11 by line 38.

 

 

 

 

 

 

 

 

 

39

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

. .

.

 

.

.

. . . . . . . .

. . .

. .

.

.

. .

. . . . . . .

 

 

 

51

Credit for joint custody head of household.

51

 

 

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Credits

 

See instructions

 

 

 

 

 

 

 

 

 

 

 

00

 

 

 

 

 

 

 

 

52

 

 

 

 

 

 

 

 

 

 

 

.

 

 

52

Credit for dependent parent. See instructions. . . .

 

 

 

 

 

 

 

 

 

 

 

00

 

Special

53

Credit for senior head of household.

 

 

 

53

 

 

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

00

 

 

 

54

Credit percentage. Enter the amount from line 38 here.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

If more than 1, enter 1.0000. See instructions

 

 

 

 

 

 

 

54

 

 

 

 

 

 

 

 

 

 

55

. .

. .

.

.

 

.

. . . . .

 

 

 

 

 

 

55

 

 

. . . . . . . . . . . . . .Credit amount. See instructions

. . .

. .

.

 

.

.

. . . . . . . .

. . .

. .

.

.

. .

. . . . . . .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Side 2 Form 540NR 2020

333

 

 

 

 

 

 

3132203

 

 

 

 

 

 

 

 

 

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Your name:

 

 

 

Your SSN or ITIN:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

continued

58

Enter credit name

 

 

code

 

. . .and amount

58

 

60

 

 

 

 

 

 

60

 

To claim more than

two credits. See instructions

. . . . . . . .

. . . . . .

. . . . . . . . .

.

. . . .

 

Credits

59

Enter credit name

 

 

code

 

and amount. . .

59

 

 

 

 

 

61

Nonrefundable Renter’s Credit. See instructions

 

 

 

61

 

Special

.

. . . .

 

62

Add line 50 and line 55 through 61. These are your total credits

 

 

 

 

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

 

73

Other taxes and credit recapture. See instructions

 

 

 

73

 

Other

.

. . . .

 

74

Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions

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

 

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

 

 

 

 

 

 

 

 

 

 

 

 

ISR

 

 

 

Full-year health care coverage.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

92

Payments after Individual Shared Responsibility Penalty. If line 88 is more than line 91,

 

 

 

 

Due

 

 

 

 

 

subtract line 91 from line 88

 

 

 

 

 

 

 

92

 

Tax/Tax

93

. . . . . . . .

. . . . . .

. . . . . . . . .

.

. . . .

 

 

Individual Shared Responsibility Penalty Balance. If line 91 is more than line 88,

 

 

 

 

 

 

 

 

 

Overpaid

 

subtract line 88 from line 91

. . . . . . . .

. . . . . .

. . . . . . . . .

.

. . . .

 

93

 

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

 

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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 . .

. . . . . . . . . . . . . . . .

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

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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

 

Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001

Amount You

 

 

Pay Online – Go to ftb.ca.gov/pay for more information.

 

and

122

Interest, late return penalties, and late payment penalties

122

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

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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

 

 

 

 

 

Checking

 

.

 

 

 

 

 

Savings

 

 

 

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

 

 

 

 

 

Checking

 

.

 

 

 

 

 

Savings

 

 

 

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

 

 

 

 

 

Print Third Party Designee’s Name

 

 

Telephone Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

333

3135203

Form 540NR 2020 Side 5

How to Edit Ca Form 540Nr Online for Free

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

schedule 540nr empty fields to complete

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.

part 4 to finishing schedule 540nr

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

Step 3: After you have selected the Done button, your file is going to be obtainable for export to any kind of electronic device or email you identify.

Step 4: Make sure you avoid potential difficulties by getting around a pair of duplicates of your file.

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