California Form 3506 – Fill Out and Use This PDF

The California Form 3506, known as the Child and Dependent Care Expenses Credit, is designed for taxpayers to attach to their California Form 540, 540A, or Long Form 540NR for the 2009 taxable year. It allows for a credit on expenses related to the care of children and dependents, essential for working residents of California. To simplify the process of claiming this financial benefit and to ensure you maximize your entitled credit, carefully fill out the form by clicking the button below.

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California Form 3506 PDF Details

Delving into the complexity and nuances of the financial responsibilities of being a parent or caregiver in California brings to light the significance of the California Form 3506. Integrated as part of the state's tax regimen in 2009, this form is designed as an attachment to California Form 540, 540A, or the Long Form 540NR, primarily focusing on providing tax relief through a Child and Dependent Care Expenses Credit. It allows taxpayers to account for and claim a credit for the expenses related to the care of qualifying individuals, ensuring that care provided within California is given due recognition within their financial landscape. The form meticulously outlines the requisite details about the care providers alongside the nature of the care provided, encompassing both personal and organizational care facets. Moreover, it addresses elements such as unearned income, specifics of qualifying persons, and dependent care benefits, intricately weaving through the taxpayer's earned income particulars to calculate the credit. With sections dedicated to both the current year's expenses and provisions for prior year expenses paid within the concerning tax year, Form 3506 stands as a critical tool for Californians in optimizing their financial obligations while providing care to dependents.

Question	Answer
Form Name	California Form 3506
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	form 3506, 540NR, CALIFORNIA, instructions

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TAXABLE YEAR		CALIFORNIA FORM
2009	Child and Dependent Care Expenses Credit	3506

Attach to your California Form 540, 540A, or Long Form 540NR.

Name(s) as shown on return

SSN or ITIN

Part I Unearned Income and Other Funds Received in 2009. See instructions.

SOURCE OF INCOME/FUNDS

AMOUNT

SOURCE OF INCOME/FUNDS

AMOUNT

฀



฀



฀



Part II Persons or Organizations Who Provided the Care in California – You must complete this part. See instructions.

1Enter the following information for each person or organization that provided care in California. Only care provided in California qualiﬁes for the credit. If you need more space, attach a separate sheet.

			Provider			Provider
a. Care provider’s name		฀		
b. Care provider’s address
	(number, street, apt. no., city, state,	฀		
	and ZIP Code)	฀		
c.	Care provider’s telephone number	฀(	)	฀(	)
d.	Is provider a person or organization?	 Person  Organization		 Person		 Organization
e.	Identiﬁcation number (SSN or FEIN)	฀		

f.Address where care was provided (number, street, apt. no., city, state, and ZIP Code) PO Box not acceptable.

g. Amount paid for care provided	฀	
Did you receive dependent care beneﬁts? ฀฀฀฀		No. Complete Part III below.
		Yes. Complete Part IV on Side 2 before you complete Part III.

Part III Credit for Child and Dependent Care Expenses

2Information about your qualifying person(s). See instructions.

		(a)	(b)	(c)	(d)	(e)
	Qualifying person’s name		Qualifying person’s	Qualifying person’s	Percentage of	Qualiﬁed expenses you
			social security number (SSN)	date of birth	physical custody	incurred and paid in 2009 for
			(See instructions)	(DOB – mm/dd/yyyy)	(See instructions)	the qualifying person’s
First		Last		or if disabled		care in California

฀ ฀		฀		฀DOB:_____________	฀	
฀ ฀		฀		฀Disabled Yes	฀	
฀ ฀		฀		฀DOB:_____________	฀	
฀ ฀		฀		฀Disabled Yes	฀	
฀ ฀		฀		฀DOB:_____________	฀	
฀ ฀		฀		฀Disabled Yes	฀	

3Add the amounts in column (e) of line 2. Do not enter more than $3,000 for one qualifying person or $6,000 for two

or more qualifying persons. If you completed Side 2, Part IV, enter the amount from line 34 . . . . . . . . . . . . . . . . . . . . 

4 Enter YOUR earned income. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

Nonresidents: Enter only your earned income from California sources. If you do not have earned income from California sources, stop, you do not qualify for the credit. Military servicemembers, see instructions.

Part-year residents: Enter the total of (1) your earned income from California sources received while you were a nonresident and (2) all earned income received while you were a resident. Military servicemembers, see instructions.

5If married or an RDP ﬁling a joint return, enter YOUR SPOUSE’S/RDP’s earned income. (If your spouse/RDP was a

student or was disabled, see the instructions.) If not ﬁling a joint return, enter the amount from line 4 . . . . . . . . . . . . 

Nonresidents: Enter only your spouse’s/RDP’s earned income from California sources. If your spouse/RDP does not have earned income from California sources, stop, you do not qualify for the credit. Military servicemembers, see line 4 instructions. Part-year residents: Enter the total of (1) your spouse’s/RDP’s earned income from California sources received while he or she was a nonresident and (2) all earned income your spouse/RDP received while he or she was a resident. Military servicemembers, see line 4 instructions.

6 Enter the smallest of line 3, line 4, or line 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  7 Enter the decimal amount shown in the chart on page 4 of the instructions for line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . 

8Multiply line 6 by the decimal amount on line 7. Enter the amount here and on Form 540/540A; line 77;

	or Long Form 540NR, line 87	
9	Enter the decimal amount listed in the chart on page 4 of the instructions for line 9	
10	Multiply the amount on line 8 by the decimal amount on line 9	
11	Credit for prior year expenses paid in 2009. See instructions for line 11	
12	Add line 10 and line 11. Enter the amount here and on Form 540/540A, line 78; or Long Form 540NR, line 88	

3	00
4	00
5	00
6	00
7	X. ___ ___
8		00
9	X. ___ ___
10		00
11		00
12		00

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FTB 3506 2009 Side 1

Part IV Dependent Care Beneﬁts

13Enter the total amount of dependent care beneﬁts you received for 2009. This amount should be shown in box 10 of your Form(s) W-2. Do not include amounts that were reported to you as wages in box 1 of Form(s) W-2. If you were self-employed or a partner, include amounts you received under a dependent care assistance program from your

	sole proprietorship or partnership	฀ 13			00
14	Enter the amount, if any, you carried over from 2008 and used in 2009 during the grace period		14		00
15	Enter the amount, if any, you forfeited or carried forward to 2010		15	(	) 00
16	Combine line 13 through line 15	16			00

17Enter the total amount of qualiﬁed expenses incurred in 2009 for the

	care of the qualifying person(s). See instructions	17
18	Enter the smaller of line 16 or line 17	18
19	Enter YOUR earned income	19

20If married or an RDP ﬁling a joint return, enter YOUR SPOUSE’S/RDP’s earned income (if your spouse/RDP was a student or was disabled, see the instructions for line 5); if married or an RDP ﬁling a separate return, see the instructions for the

amount to enter; all others, enter the amount from line 19	20	00
21 Enter the smallest of line 18, line 19, or line 20	21	00

22Enter $5,000 ($2,500 if married or an RDP ﬁling separately and you were required

to enter your spouse’s/RDP’s earned income on line 20)

23Enter the amount from line 13 that you received from your sole proprietorship or partnership. If you did not receive

		any amounts, enter -0-		. . . . . . . . . . . . . . . . . . . . .	23.			00
24		Subtract line 23 from line 16	24		00
25		Enter the smaller of line 21 or line 22	25		00
26	Deductible beneﬁts. Enter the smallest of line 21, line 22, or line 23			. . . . . . . . . . . . . . . . . . . . .	.	26			00
27	Excluded beneﬁts. Subtract line 26 from line 25. If zero or less, enter -0-			. . . . . . . . . . . . . . . . . . . . .	.	27			00
28	Taxable beneﬁts. Subtract line 27 from line 24. If zero or less, enter -0-			. . . . . . . . . . . . . . . . . . . . .	.	28			00
29	Enter $3,000 ($6,000 if two or more qualifying persons)			. . . . . . . . . . . . . . . . . . . . .	.	29			00
30	Add line 26 and line 27			. . . . . . . . . . . . . . . . . . . . .	30.				00
31	Subtract the amount on line 30 from the amount on line 29. If zero or less, stop. You do not qualify for the credit.
		Exception – If you paid 2008 expenses in 2009, see instructions for line 11		. . . . . . . . . . . . . . . . . . . . .	.	31			00
32	Complete Side 1, Part III, line 2. Add the amounts in column (e) and enter the total here				.	32			00
33	Enter the amount from your federal Form 2441, Part III, line 34			. . . . . . . . . . . . . . . . . . . . .	33.				00
34	Enter the smaller of line 31, line 32, or line 33. Also, enter this amount on Side 1, Part III, line 3 and
		complete line 4 through line 12		. . . . . . . . . . . . . . . . . . . . .	34.				00
Worksheet – Credit for 2008 Expenses Paid in 2009
1.		Enter your 2008 qualiﬁed expenses paid in 2008. If you did not claim the credit for these expenses on your 2008
		return, get and complete a 2008 form FTB 3506 for these expenses. You may need to amend your 2008 return			. . .		. . . .	. 1.____________________
2.		Enter your 2008 qualiﬁed expenses paid in 2009		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 2.____________________
3.		Add the amounts on line 1 and line 2		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 3.____________________
4.		Enter $3,000 if care was for one qualifying person ($6,000 for two or more)		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 4.____________________
5.		Enter any dependent care beneﬁts received for 2008 and excluded from your income
		(from your 2008 form FTB 3506, Part IV, line 28)		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 5.____________________
6.		Subtract amount on line 5 from amount on line 4 and enter the result		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 6.____________________
7.		Compare your and your spouse’s/RDP’s earned income for 2008 and enter the smaller amount			. . .		. . . .	. 7.____________________
8.		Compare the amounts on line 3, line 6, and line 7 and enter the smallest amount		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 8.____________________
9.		Enter the amount from your 2008 form FTB 3506, Side 1, Part III, line 6		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 9.____________________
10.		Subtract amount on line 9 from amount on line 8 and enter the result. If zero or less, stop here. You cannot increase
		your credit by any previous year’s expenses		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 10.____________________
11.		Enter your 2008 federal adjusted gross income (AGI) (from your 2008 Form 540/540A, line13;
		or Long Form 540NR, line 13)		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 11.____________________
12.		2008 federal AGI decimal amount (from 2008 form FTB 3506, instructions for line 7)	. . . .	. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 12.______ . ______ ______
13.		Multiply line 10 by line 12		. . . . . . . . . . . . . . . . . . . . .	. . .		. . . .	. 13.____________________
14.		2008 California AGI decimal amount (from 2008 form FTB 3506, instructions for line 9)			. . .		. . . .	. 14.______ . ______ ______
15.		Multiply line 13 by line 14. Enter the result here and on your 2009 form FTB 3506, Side 1, Part III, line 11			. . .		. . . .	. 15.____________________

Side 2 FTB 3506 2009

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California Form 3506 – Fill Out and Use This PDF

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