Ca 540 Form – Fill Out and Use This PDF

The Form 540 is an essential document for filing a resident income tax return in California for the taxable year 2021. It guides individuals through reporting their annual income, adjusting for various deductions and credits to calculate the tax owed or refund due. Whether amending a previous return or filing for the current year, accurate completion of this form ensures compliance with state tax obligations.

To ensure accuracy and compliance with California tax obligations, individuals are encouraged to meticulously fill out the Form 540, considering all income sources, deductions, and credits. Click the button below to start filling out your Form 540 confidently.

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Ca 540 Form PDF Details

The California Resident Income Tax Return, Form 540 for the taxable year 2021, is a critical document for California residents who are required to report their income and determine their tax liability to the state. This form encompasses various components such as personal information, income details, exemptions, deductions, tax calculation, credits, contributions, amount owed or refund due, and direct deposit options. It is designed to accommodate different filing statuses, including single, married/RDP (Registered Domestic Partner) filing jointly, head of household, and qualifying widow(er), with specific instructions for each. Exemptions can be claimed for personal, blind, senior, and dependent categories, impacting the exemption amount and taxable income. The form delves into income adjustments, both subtractions and additions, tailored to California’s tax laws, considering state-specific deductions and exemptions to arrive at the taxable California income. Tax calculations on Form 540 are based on this adjusted gross income, with provision for standard or itemized deductions. Alongside, taxpayers can claim various nonrefundable and special credits for child and dependent care expenses, renters, other state taxes, and more. Additionally, it guides taxpayers through calculating alternative minimum tax, mental health services tax, other taxes, and credits recapture. Contributions to voluntary tax contribution funds are encouraged, with a section dedicated to this purpose, supporting causes like California Seniors Special Fund, Alzheimer’s Disease research, and wildlife preservation. The form concludes with the calculation of the total amount due or refundable, including directives for direct deposit of refunds, interest, penalties, and underpayment of estimated tax. It emphasizes the legal requirement for signatures, including for joint filings and paid preparers, underscoring the solemn declaration of accuracy under penalty of perjury.

Question	Answer
Form Name	Ca 540 Form
Form Length	5 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min 15 sec
Other names	540, tax form 540, california tax return, california franchise tax board forms

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TAXABLE YEAR		FORM


2021 California Resident Income Tax Return	540

Check here if this is an AMENDED return.

Your first name	Initial	Last name

If joint tax return, spouse’s/RDP’s first name	Initial	Last name

Additional information (see instructions)

Street address (number and street) or PO box

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

Foreign country name

of		Your DOB (mm/dd/yyyy)
Date Birth	•	Your DOB (mm/dd/yyyy)


Prior Name			Your prior name (see instructions)
	•
	•
		Enter your county at time of filing (see instructions)

Fiscal year filers only: Enter month of year end: month________ year 2022.

Suffix

Your SSN or ITIN

Suffix

Spouse’s/RDP’s SSN or ITIN

PBA code

Apt. no/ste. no.

PMB/private mailbox

State

ZIP code

Foreign province/state/county

Foreign postal code

Spouse’s/RDP’s DOB (mm/dd/yyyy)

•

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

•

Principal Residence

Filing Status

If your address above is the same as your principal/physical residence address at the time of filing, check this box . . . If not, enter below your principal/physical residence address at the time of filing.

Street address (number and street) (If foreign address, see instructions.)		Apt. no/ste. no.

City	State		ZIP code

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		5
	Married/RDP filing jointly. See inst.		Qualifying widow(er). Enter year spouse/RDP died.
	Married/RDP filing jointly. See inst.		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.
3

. . . . . . .6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here. See inst	• 6

Exemptions

▶ 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					Whole dollars only
		7	X $129 =	 $

	box 2 or 5, enter 2 in the box. If you checked the box on line 6, see instructions.
8	Blind: If you (or your spouse/RDP) are visually impaired, enter 1;	8	X $129 =	$
8
	if both are visually impaired, enter 2
9	Senior: If you (or your spouse/RDP) are 65 or older, enter 1;	• 9	X $129 =	$


	if both are 65 or older, enter 2. See instructions

333

3101213

Form 540 2021 Side 1

Your name:		Your SSN or ITIN:

Exemptions

10 Dependents: Do not include yourself or your spouse/RDP.

	Dependent 1	Dependent 2
First Name
Last Name
SSN. See	•	•
instructions.	•	•
Dependent’s
relationship
to you

Dependent 3

•

. . . . . . . . . . . . . . . . . . . . . .Total dependent exemptions		. . . . . .	. . . . . . . . . . . • 10		X $400 =			$
11	Exemption amount: Add line 7 through line 10. Transfer this amount to line 32				. . . 11. . . .			$
12 State wages from your federal		• 12				.
12 State wages from your federal							00
	Form(s) W-2, box 16						00
13	Enter federal adjusted gross income from federal Form 1040 or 1040-SR, line 11 .				. . . 13
13					. . . 13
14	California adjustments – subtractions. Enter the amount from Schedule CA (540),					. • 14
14
	Part I, line 27, column B	. . . . . . .	. . . . . . . . . . . . . . . . .	. . . . .	. . .
	Part I, line 27, column B				. . .

15Subtract line 14 from line 13. If less than zero, enter the result in parentheses.

Income		See instructions			. 15
Income	16	Part I, line 27, column C			. • 16
Taxable	16	California adjustments – additions. Enter the amount from Schedule CA (540),
Taxable	17	California adjusted gross income. Combine line 15 and line 16			. • 17	{
	18	Enter the	{	Your California itemized deductions from Schedule CA (540), Part II, line 30; OR
		larger of		Your California standard deduction shown below for your filing status:
				• Single or Married/RDP filing separately	$4,803
				• Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . .	$9,606
				If Married/RDP filing separately or the box on line 6 is checked, STOP. See instructions	• 18

19Subtract line 18 from line 17. This is your taxable income.

If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

31 Tax. Check the box if from:	Tax Table		Tax Rate Schedule
31 Tax. Check the box if from:
•	FTB 3800	•	. . . . . . . . .FTB 3803	• 31
•	FTB 3800	•	. . . . . . . . .FTB 3803	• 31

32Exemption credits. Enter the amount from line 11. If your federal AGI is more than

Tax		$212,288, see instructions		. . . . .	. . .	.	. . .	. . . . . . . .	. . . .	. .	.	.	. . . .	. . . . . . . .	32
Tax
	33	Subtract line 32 from line 31. If less than zero, enter -0-											. . . .	. . . . . . . .	33

	34	Tax. See instructions. Check the box if from: •					Schedule G-1 •						. .FTB 5870A		• 34
	35	Add line 33 and line 34												.	35
	35	Add line 33 and line 34	. . . . .	. . .	.	. . .	. . . . . . . .	. . . .	. .	.	.	. . . .	. . . . . . .		35
Credits	40	Nonrefundable Child and Dependent Care Expenses Credit. See instructions												.	• 40
	40											.	. . . .	. . . . . . .	• 40
Special	43	Enter credit name						code •				. . .and amount			• 43
	44	Enter credit name						code •				and amount			• 44



		Side 2 Form 540 2021	333			3102213

. 00

Your name:				Your SSN or ITIN:



Credits	45	. . . . . . . . . . . . . .To claim more than two credits. See instructions. Attach Schedule P (540)
	46	Nonrefundable Renter’s Credit. See instructions									• 46

Special								. . .	. . . .
	47	Add line 40 through line 46. These are your total credits												47

								. . .	. . . .
	48	Subtract line 47 from line 35. If less than zero, enter -0-										48
	48	Subtract line 47 from line 35. If less than zero, enter -0-						. . .	. . . .			48
	61	Alternative Minimum Tax. Attach Schedule P (540)									• 61
	61	Alternative Minimum Tax. Attach Schedule P (540)						. . .	. . . .		• 61

Taxes	62	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Mental Health Services Tax. See instructions							. . .	. . . .	• 62
	63	Other taxes and credit recapture. See instructions									• 63

Other								. . .	. . . .
Other	64	Excess Advance Premium Assistance Subsidy (APAS) repayment. See instructions											• 64
	64

	65	Add line 48, line 61, line 62, line 63, and line 64. This is your total tax						. . . . . . . . . .	. . .	. . . .	• 65

	71	. . . . . . . . . . . . . . . . . . . . . . . . . . .California income tax withheld. See instructions							. . .	. . . .	• 71

	72	. . . . . . . . . . . . . . . . .2021 CA estimated tax and other payments. See instructions							. . .	. . . .	• 72

	73	. . . . . . . . . . . . . . . . . . . . .Withholding (Form 592-B and/or 593). See instructions							. . .	. . . .	• 73
Payments	75	Earned Income Tax Credit (EITC)									•	75	• 64
Payments	75	Earned Income Tax Credit (EITC)	. . . . .	. . . . . . . . . . . . . . . . .	. .	. .	.	. . . . . . . . . .	. . .	. . . .	•	75
	74	Excess SDI (or VPDI) withheld. See instructions							. . .	. . . .	•	74


	. . . . . . . . . . . . . . . . . . . . . . . . . . .76 Young Child Tax Credit (YCTC). See instructions								. . .	. . . .	• 76

	77	. . . . . . . . . . . . . . . . . . . .Net Premium Assistance Subsidy (PAS). See instructions							. . .	. . . .	• 77
	78	Add line 71 through line 77. These are your total payments.										78
	78	Add line 71 through line 77. These are your total payments.
Tax		See instructions		. . . . . . . . . . . . . . . . .	. .	. .	.	.. .. .. . •. . .91. . .	. . .	. . . .
	91	See instructions													.

		Use Tax. Do not leave blank. See instructions														00
Use
Use		If line 91 is zero, check if:	No use tax is owed.					You paid your use tax obligation directly to CDTFA.

	92 If you and your household had full-year health care coverage, check the box.										•
Penalty		See instructions. Medicare Part A or C coverage is qualifying health care coverage
ISR		If you did not check the box, see instructions.						. . . • 92			•					.
		If you did not check the box, see instructions.
		Individual Shared Responsibility (ISR) Penalty. See instructions													00
															00
Due	93	Payments balance. If line 78 is more than line 91, subtract line 91 from line 78										93
Due	93											93
Tax/Tax	94	Use Tax balance. If line 91 is more than line 78, subtract line 78 from line 91										94
Tax/Tax

Overpaid	95	Payments after Individual Shared Responsibility Penalty. If line 93 is more than line 92,										96
	95
		subtract line 93 from line 92		. . . . . . . . . . . . . . . . .	. .	. .	.	. . . . . . . . . .	. . .	. . . .
	96	subtract line 92 from line 93		. . . . . . . . . . . . . . . . .	. .	. .	.	. . . . . . . . . .	. . .	. . . .		95
	96	Individual Shared Responsibility Penalty Balance. If line 92 is more than line 93, then

. 00

333

3103213

Form 540 2021 Side 3

	Your name:				Your SSN or ITIN:


Due		97 Overpaid tax. If line 95 is more than line 65, subtract line 65 from line 95									97
Due
Tax/Tax								. . . .	. . . ..	•
		98	Amount of line 97 you want applied to your 2022 estimated tax								98

Overpaid								. . . .	. . .

		100	Tax due. If line 95 is less than line 65, subtract line 95 from line 65						..	•	100
		100						. . . .	. . .		100
		99	Overpaid tax available this year. Subtract line 98 from line 97					. . . .	. . .		99

											Code Amount
											Code Amount

			California Seniors Special Fund. See instructions						.	• 400
			California Seniors Special Fund. See instructions			. . . . . . . . . . . .	. . . .	. . .		• 400

			Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund						.	• 401
								. . . .	. . .	• 401

			Rare and Endangered Species Preservation Voluntary Tax Contribution Program						.	• 403
								. . . .	. . .	• 403

			California Breast Cancer Research Voluntary Tax Contribution Fund						.	• 405
								. . . .	. . .	• 405

			California Firefighters’ Memorial Voluntary Tax Contribution Fund						.	• 406
								. . . .	. . .	• 406

			Emergency Food for Families Voluntary Tax Contribution Fund						.	• 407
			Emergency Food for Families Voluntary Tax Contribution Fund					. . . .	. . .	• 407

			California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund						.	• 408
								. . . .	. . .	• 408

			California Sea Otter Voluntary Tax Contribution Fund						.	• 410
			California Sea Otter Voluntary Tax Contribution Fund			. . . . . .	. . . . . . . . . . . .	. . . .	. . .	• 410

	Contributions		California Cancer Research Voluntary Tax Contribution Fund						.	• 413
			California Cancer Research Voluntary Tax Contribution Fund					. . . .	. . .	• 413
			Protect Our Coast and Oceans Voluntary Tax Contribution Fund						.	•	424

								. . . .	. . .
			School Supplies for Homeless Children Voluntary Tax Contribution Fund					. . . .	. . . .	•	422
			State Parks Protection Fund/Parks Pass Purchase						.	• 423
			State Parks Protection Fund/Parks Pass Purchase			. . . . . . . . . . . .	. . . .	. . .		• 423



			Keep Arts in Schools Voluntary Tax Contribution Fund						.	• 425
			Keep Arts in Schools Voluntary Tax Contribution Fund			. . . . . .	. . . . . . . . . . . .	. . . .	. . .	• 425

			Prevention of Animal Homelessness and Cruelty Voluntary Tax Contribution Fund						.	• 431
								. . . .	. . .	• 431

			California Senior Citizen Advocacy Voluntary Tax Contribution Fund						.	• 438
								. . . .	. . .	• 438

			Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund						.	• 439
								. . . .	. . .	• 439

			Rape Kit Backlog Voluntary Tax Contribution Fund						.	• 440
			Rape Kit Backlog Voluntary Tax Contribution Fund			. . . . . . . . . . . .	. . . .	. . .		• 440

			Schools Not Prisons Voluntary Tax Contribution Fund						.	• 443
			Schools Not Prisons Voluntary Tax Contribution Fund			. . . . . .	. . . . . . . . . . . .	. . . .	. . .	• 443

			Suicide Prevention Voluntary Tax Contribution Fund						.	• 444
						. . . . . .	. . . . . . . . . . . .	. . . .	. . .


			Mental Health Crisis Prevention Voluntary Tax Contribution Fund						.	• 445
								. . . .	. . .


			California Community and Neighborhood Tree Voluntary Tax Contribution Fund						.	• 446
								. . . .	. . .	• 446

		110 Add code 400 through code 446. This is your total contribution							.	• 110
								. . . .	. . .


		Side 4 Form 540 2021		333		3104213

. 00

Your name:

Your SSN or ITIN:

Amount You Owe

111AMOUNT YOU OWE. If you do not have an amount on line 99, add line 94, line 96, line 100, and line 110. See instructions. Do not send cash.

Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001. . . . . • 111		.	00
Pay Online – Go to ftb.ca.gov/pay for more information.

Interest and Penalties

Refund and Direct Deposit

112	. . . . . . . . . . . . . . . . . . . . . . . . . . .Interest, late return penalties, and late payment penalties			112	.	00
113	Underpayment of estimated tax.
	Check the box: •	FTB 5805 attached •		• 113	.
			FTB 5805F attached			00
			FTB 5805F attached
114	Total amount due. See instructions. Enclose, but do not staple, any payment			114	.	00
114				114	.

115REFUND OR NO AMOUNT DUE. Subtract the sum of line 110, line 112 and line 113 from line 99. See instructions.

Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001. . . . . . . • 115

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

	• Routing number	• Type		• Account number	• 116	Direct deposit amount
	• Routing number		Checking	• Account number	• 116	Direct deposit amount
			Savings				.	00




The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
	• Routing number	• Type		• Account number	• 117	Direct deposit amount
	• Routing number		Checking	• Account number	• 117	Direct deposit amount
			Savings				.	00

IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return.

Our privacy notice can be found in annual tax booklets or online. Go to ftb.ca.gov/privacy to learn about our privacy policy statement, or go to ftb.ca.gov/forms and search for 1131 to locate FTB 1131 EN-SP, Franchise Tax Board Privacy Notice on Collection. To request this notice by mail, call 800.338.0505 and enter form code 948 when instructed.

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

3105213

Form 540 2021 Side 5

How to Edit Ca 540 Form Online for Free

The ca state tax forms filling out procedure is effortless. Our PDF editor lets you use any PDF file.

Step 1: Click on the "Get Form Here" button.

Step 2: You'll find each of the functions that it's possible to undertake on your file when you have entered the ca state tax forms editing page.

Fill in the ca state tax forms PDF and enter the information for each section:

Provide the necessary details in the field Enter your county at time of, e c n e d i s e R, l a p i c n i r P, s u t a t S g n, i l i, If your address above is the same, If not enter below your, Street address number and street, Apt noste no, City, State, ZIP code, If your California filing status, Single, and MarriedRDP filing jointly See inst.

You will be requested to provide the data to let the system prepare the box s n o i t p m e x E, For line line line and line, Personal If you checked box or, Blind If you or your spouseRDP, if both are visually impaired, Senior If you or your spouseRDP, if both are or older enter See, Whole dollars only, and Form Side.

The Your name, Your SSN or ITIN, Dependents Do not include, Dependent, Dependent, Dependent, s n o i t p m e x E, e m o c n, First Name, Last Name, SSN See instructions, Dependents relationship to you, Total dependent exemptions, Exemption amount Add line, and State wages from your federal area needs to be applied to note the rights or responsibilities of both parties.

End up by analyzing the next areas and preparing them as required: e m o c n, e l b a x a T, x a T, s t i d e r C, Part I line column C, California adjusted gross income, Enter the larger of, Your California itemized, Your California standard deduction, Single or MarriedRDP filing, MarriedRDP filing jointly Head of, If MarriedRDP filing separately or, Subtract line from line This is, If less than zero enter, and Tax Check the box if from.

Step 3: After you have clicked the Done button, your file is going to be readily available transfer to any kind of gadget or email you identify.

Step 4: You will need to make as many duplicates of your file as you can to prevent possible misunderstandings.

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