California Form 540X – Fill Out and Use This PDF

The California Form 540X is an Amended Individual Income Tax Return utilized by residents who need to correct or update their previously filed Form 540, 540 2EZ, or 540NR. It serves as a critical tool for submitting revisions regarding income, deductions, tax credits, or any other aspect of one’s state tax obligations, following the discovery of errors or omission of significant information. For guidance on correctly filling out and submitting your Amended Individual Income Tax Return, click the button below.

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California Form 540X PDF Details

When residents of California discover errors or omissions in their previously filed individual income tax returns, the California Form 540X serves as an essential tool for making corrections. This form, designated for amending individual income tax returns, allows taxpayers to adjust income, deductions, or credits that were incorrectly reported on the original submission. Designed with sections to report changes in filing status, income adjustments, deductions, tax liability, and payments or refunds due, the form provides a comprehensive framework for accurately updating tax records. Additionally, it addresses specific situations such as changes resulting from federal tax amendments or audits, ensuring taxpayers can align their state tax obligations with any updates to their federal tax filings. The meticulous design of Form 540X, including parts for both residents and part-year or nonresident filers, offers structured guidance for corrections, with prompts for detailed explanations and the attachment of supporting documents. This process not only facilitates accuracy in tax reporting but also supports taxpayers in maintaining compliance with state tax laws. Filing this amended return is an essential step for reconciling past tax discrepancies and securing peace of mind regarding state tax obligations.

Question	Answer
Form Name	California Form 540X
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	10_540x california form 540x 2010

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TAXABLE YEAR

CALIFORNIA FORM

	Amended Individual Income Tax Return	540X
	Amended Individual Income Tax Return	540X
Fiscal year ilers only: Enter month of year end _______ year _______.		BE SURE TO COMPLETE AND SIGN SIDE 2

Your ﬁrst name

Initial

Last name

Your SSN or ITIN

If joint return, spouse’s/RDP’s ﬁrst name

Initial

Last name

Spouse’s/RDP’s SSN or ITIN

Address (number and street, PO Box, or PMB no.)

Apt. no./Ste. no.

City

State

ZIP Code

a Have you been advised that your original federal tax return has been, is being, or will be audited?. . . . . . . . . . . . . . . . ฀Yes

No

bFiling status claimed.

On original return	฀Single	 Married/RDP ﬁling jointly	Married/RDP ﬁling separately Head of household	Qualifying widow(er)
On this return	฀Single	 Married/RDP ﬁling jointly	Married/RDP ﬁling separately Head of household	Qualifying widow(er)

cIf for the year you are amending, you (or your spouse/RDP) can be claimed as a dependent on someone else’s tax return, ﬁll in this circle . . . . . . . . .

d If claiming head of household, enter name and relationship of qualifying person on: Original return ___________________________________

Amended return __________________________________



If amending Form 540NR, see General Information D.																								A.			B.		C.
If amending Form 540NR, see General Information D.																					As originally reported/						Net change		Correct amount
If amending Form 540 2EZ or Forms 540/540A, see the instruction for lines 1 through 6.																					As originally reported/						Net change		Correct amount
																							adjusted by the FTB				Explain on Side 2,
All ﬁlers: Explain changes on Side 2 and attach your supporting documents.																							adjusted by the FTB				Explain on Side 2,
																							See instructions				Part ll, line 5
																							See instructions				Part ll, line 5
1	a State wages. See instructions											. . .	. . . .		. . . .	. . .	.	. .	. 1a									1a
	. . .b Federal adjusted gross income. See instructions										. . .	. . .	. . . .		. . . .	. . .	.	. .	. 1b									1b
2	CA adjustments. See speciﬁc instructions on Form 540A or Sch. CA (540).
	a California nontaxable interest income								. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	. .	. 2a									2a
	b	.State income tax refund		.	. . . .	. . .	. . . .	. . . .	. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	. .	. 2b									2b
	c	. . . . . . . . . . . . . . . . . . . .Unemployment compensation										. . .	. . . .		. . . .	. . .	.	. .	. 2c									2c
	d	. .Social Security beneﬁts		.	. . . .	. . .	. . . .	. . . .	. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	. .	. 2d									2d
	e	. . .Other (list)__________________________________________________																	. 2e									2e
3	Total California adjustments. Combine line 2a through line 2e. See instructions . .																		. . 3									฀ 3
4	California adjusted gross income. Combine line 1b and line 3. See instructions . .																		. . 4									฀ 4
5	California itemized deductions or California standard deduction. See instructions																		. . 5									฀ 5
6	. . . . . .Taxable income. Subtract line 5 from line 4. If less than zero, enter -0-																.	.	฀6									6
7	a Tax method used for Column C. See instructions . . .										. . .	. . .	. . . .		. . . .	. . .	.	. . . .		.			฀TT		฀FTB 3800 ฀FTB 3803			7a
	b	Tax. See instructions																.	. 7b									7b
	b	Tax. See instructions		.	. . . .	. . .	. . . .	. . . .	. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	.	. 7b									7b
8	Exemption credits. See instructions										. . .	. . .	. . . .		. . . .	. . .	.	. .	. . 8									 8
9	.Subtract line 8 from line 7b. If less than zero, enter -0-										. . .	. . .	. . . .		. . . .	. . .	.	. .	. . 9									9
10	Tax from Schedule G-1 and form FTB 5870A. See instructions																	. .	. 10									10
11	. . . . . .Add line 9 and line 10			.	. . . .	. . .	. . . .	. . . .	. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	. .	. 11									11
12	Special credits and nonrefundable renter’s credit. See instructions																.	. .	. 12									12
13	Subtract line 12 from line 11			.	. . . .	. . .	. . . .	. . . .	. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	. .	. 13									13
14	Other taxes (alternative minimum tax, credit recapture, etc.). See instructions																.	. .	. 14									14
15	Mental Health Services Tax, see instructions . . . .								. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	. .	. 15									15
16	Total tax. Add line 13, line 14, and line 15.																											16
	If amending Form 540NR, see instructions								. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	. .	. 16									16
17	California income tax withheld. See instructions .								. . . . .		. . .	. . .	. . . .		. . . .	. . .	.	. .	. 17									 17
18	Real estate and other withholding (Forms(s) 592-B or 593). See instructions.																.	. .	. 18									 18
19	Excess California SDI (or VPDI) withheld. See instructions																		. 19									 19
20	Estimated tax payments and other payments. See instructions																	. .	. 20									 20
21	Child and Dependent Care Expenses or Other Refundable Credits. See instructions. 21																											 21
	฀	-		-					฀		-						-								
		22	__________________________________							23				_________________________________												24 $ ____________________
25	Tax paid with original tax return plus additional tax paid after it was ﬁled . . . .																.	. . . .		. .	.	. . . .		. . . .	. .	. . . . . .	. . . . . . . . . . . . . . . . .	 25
26	. . . . . . . . . .Total payments. Add lines 17, 18, 19, 20, 21, and 25 of column C																.	. . . .		. .	.	. . . .		. . . .	. .	. . . . . .	. . . . . . . . . . . . . . . . .	26

For Privacy Notice, get form FTB 1131.

3151103

Form 540X C1 2010 Side 1

Your name:

Your SSN or ITIN:

26a Enter the amount from Side 1, line 26		. 26a
27	Overpaid tax, if any, as shown on original tax return or as previously adjusted by the FTB. See instructions	฀ 27
28	Subtract line 27 from line 26a. If line 27 is more than line 26a, see instructions	. . 28
29	Use tax payments as shown on original tax return. See instructions	฀29
30	Voluntary contributions as shown on original tax return. See instructions	฀30
31	Subtract line 29 and line 30 from line 28	. . 31

32AMOUNT YOU OWE. If line 16, column C is more than line 31, enter the difference

	and see instructions	 32	,	,

33	Penalties/Interest. See instructions: Penalties 33a______________________ Interest 33b______________________________  33c
34	REFUND. If line 16, column C is less than line 31, enter the difference. See instructions	 34	,	,

Part I Nonresidents or Part-Year Residents Only

. 00

Taxable years 2003 and after, enter amounts from your revised Short or Long Form 540NR. Your amended tax return cannot be processed without this
information. For all taxable years attach your revised Short or Long Form 540NR and Schedule CA (540NR).
1	Exemption amount from Short or Long Form 540NR, line 11	1
2	Federal adjusted gross income from Short or Long Form 540NR, line 13	2
3	Adjusted gross income from all sources from Short or Long Form 540NR, line 17	3
4	Itemized deductions or standard deduction from Short or Long Form 540NR, line 18	4
5	California adjusted gross income from Short or Long Form 540NR, line 32	5
6	Tax from Schedule G-1 and form FTB 5870A from Long Form 540NR, line 41	6

7Special credits (from Long Form 540NR, lines 58, 59, or 60) and nonrefundable renter’s credit from Short and

Long Form 540NR, line 61 (Combine) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

8 Alternative minimum tax from Long Form 540NR, line 71 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Mental Health Services Tax (taxable years 2005 and after) from Long Form 540NR, line 72 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Other taxes and credit recapture from Long Form 540NR, line 73 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Part II Explanation of Changes

1Enter name(s) and address as shown on original return below (if same as shown on this tax return, write “Same”). If changing from

separate tax returns to a joint tax return, enter names and addresses from original tax returns._________________________________________________

_______________________________________________________________________________________________________________________

2	Are you ﬁling this Form 540X to report a ﬁnal federal determination?	Yes	No
	If “Yes,” attach a copy of the ﬁnal federal determination and all supporting schedules and data.	Yes	No
3	Have you been advised that your original California tax return has been, is being, or will be audited?	Yes	No
4	Did you ﬁle an amended tax return with the Internal Revenue Service on a similar basis? See General Information E	Yes	No

5Explanation and Attachments. Explain your changes below. Attach a separate sheet if needed (see instructions).

Explain in detail each change made. Include:		Attach:
•	Item being changed.	•	Revised California tax return including all forms and schedules.
•	Amount previously reported and corrected amount.	•	Include federal schedules if you made a change to your federal tax return.
•	Reason the change was needed.	•	Documents supporting each change, such as corrected W-2s, 1099s, K-1s,
•	List of supporting documents you have attached.		escrow statements, court documents, contracts, etc.

Be sure to include your name and SSN or ITIN on each attachment. Refer to the tax booklet for the year you are amending.

__________________________________________________________________________________________________________________________________

Sign

Here

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

Where to File Form 540X

Under penalties of perjury, I declare that I have ﬁled an original tax return and that I have examined this amended tax return including accompanying schedules and statements and to the best of my knowledge and belief, this amended tax return is true, correct, and complete.

Your signature

Spouse’s/RDP’s signature (if ﬁling jointly, both must sign)

Daytime phone number (optional)

(

)

Date

Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)

฀Paid preparer’s PTIN/SSN

Firm’s name (or yours if self-employed)

Firm’s address

฀

FEIN

–

Do not ﬁle a duplicate amended tax return unless one is requested. This may cause a delay in processing your amended tax return and any claim for refund.

If you are due a refund, have no amount due, or paid electronically,
mail your tax return to	FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA	94240-0002
If you owe, mail your return and check or money order to:	FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA	94267-0001

Side 2 Form 540X C1 2010

3152103

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For you to finalize this document, make certain you provide the right details in every field:

1. While filling in the California Form 540X, be sure to incorporate all necessary blank fields in its corresponding part. It will help to facilitate the work, which allows your information to be handled efficiently and accurately.

Filling out section 1 of California Form 540X

2. After the last segment is finished, it is time to put in the required particulars in a b c d e, a State wages See instructions , Taxable income Subtract line , and b Tax See instructions allowing you to progress further.

Stage no. 2 in filling in California Form 540X

People often get some points incorrect when filling in b Tax See instructions in this part. Be sure you reread what you type in here.

3. This third stage is normally simple - complete every one of the form fields in Taxable income Subtract line , b Tax See instructions , Tax paid with original tax, For Privacy Notice get form FTB , and Form X C Side to complete this segment.

California Form 540X writing process detailed (portion 3)

4. The subsequent paragraph needs your input in the following areas: Your name, Your SSN or ITIN, and see instructions , and a Enter the amount from Side line. Be sure you provide all of the requested info to move onward.

Filling out section 4 of California Form 540X

5. Last of all, the following final segment is precisely what you will need to finish before using the document. The blank fields at this point are the next: a Enter the amount from Side line, Long Form NR line Combine , separate tax returns to a joint, Part II Explanation of Changes , If Yes attach a copy of the ﬁnal, Explain in detail each change made, Attach Revised California tax, and Be sure to include your name and.

Filling in section 5 of California Form 540X

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