Form 540A – Fill Out and Use This PDF

The Form 540A, officially known as the California Resident Income Tax Return, is a document utilized by residents of California to file their state tax return for the year 2011. It requires detailed information about the taxpayer's income, deductions, and credits to accurately calculate the state tax liability. For those needing a detailed walkthrough or seeking the Privacy Notice, Form FTB 1131 is recommended. To ensure a smooth and error-free filing process, consider clicking the button below to fill out your Form 540A with confidence.

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Form 540A PDF Details

Filing taxes in California requires a detailed understanding of various forms, among which the 540A Form plays a crucial role for residents. This form, designated for the California Resident Income Tax Return for the year 2011, encompasses multiple sections that collectively capture the taxpayer's financial activities over the year. It starts with basic information such as the taxpayer's name, Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), and address, extending to more detailed entries concerning filing status, exemptions, taxable income, and California income adjustments. Additionally, the form deals with tax and credits, including state wages, federal adjusted gross income, and deductions either itemized or standard depending on the filer's situation. Taxpayers are guided through calculating their adjusted gross income after these adjustments, leading to what is ultimately their taxable income. The form also provides space for declaring exemption credits, nonrefundable credits such as those for child and dependent care expenses, renters' credit, and even accounting for specific contributions to California funds - displaying the state's unique provisions for taxpayer participation in supporting various social causes. Lastly, the calculation of overpaid tax versus tax due, alongside options for direct deposit of refunds or application toward future estimated taxes, underscores the thoroughness with which this form addresses the taxpayer’s annual fiscal responsibility to the state of California.

Question	Answer
Form Name	Form 540A
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	Donot, SSN, 2011, California

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For Privacy Notice, get form FTB 1131.

FORM

CALIFORNIA RESIDENT INCOME TAX RETURN 2011

540A C1 SIDE 1

Your ﬁrst name

Initial

Last name

Your SSN or ITIN

If joint tax 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 (If you have a foreign address, see page 7.)

State

ZIP Code

Dateof

Birth

 Your DOB (mm/dd/yyyy) ______/______/

___________  Spouse’s/RDP’s DOB (mm/dd/yyyy) ______/______/

___________

Prior

Name

If you ﬁled your 2010 tax return under a different last name, write the last name only from the 2010 tax return.

฀Taxpayer

_______________________________________________

฀Spouse/RDP

_____________________________________________

Status

Single

Head of household (with qualifying person). (see page 3)

Filing

Married/RDP ﬁling jointly. (see page 3)

Qualifying widow(er) with dependent child. Enter year spouse/RDP died __________

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

If your California ﬁling status is different from your federal ﬁling status, ﬁll in the circle here . . . . . . . . . . . . . . . . . . . 



If someone can claim you (or your spouse/RDP) as a dependent, ﬁll in the circle here (see page 7). . . . . . . . . . . . .  6 

฀For line 7, line 8, line 9, and line 10: Multiply the amount you enter in the box by the pre-printed dollar amount for that line.

Whole dollars only

7Personal: If you ﬁlled in 1, 3, or 4 above, enter 1 in the box. If you ﬁlled in 2 or 5, enter 2 in the box.

Exemptions		If you ﬁlled in the circle on line 6, see page 7	. . . . 7	฀X $102 = $_________________
	8	Blind: If you (or your spouse/RDP) are visually impaired, enter 1; if both are visually impaired, enter 2	. . . . 8	฀X $102 = $_________________
	9	Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2	฀ 9	฀X $102 = $_________________
	10	Dependents: Enter name and relationship. Do not include yourself or your spouse/RDP. _______________________
		______________________ _______________________ Total dependent exemptions	฀ 10	 X $315 = $_________________
	11	Exemption amount: Add line 7 through line 10. Transfer this amount to line 32	. . . 11	$_________________

Taxable Income and California Income Adjustments

Tax and Credits

12	State wages from your Form(s) W-2, box 16	 12	,	,		.	00

13	Enter federal adjusted gross income from Form 1040, line 37; 1040A, line 21; or 1040EZ, line 4				. 13.

14California Income Adjustments. See pages 8 and 9 for line 14a through line 14f.

a	. . . . . . . . . . .State income tax refund	14a	00
b	Unemployment compensation	14b	00
c	U.S. social security or railroad retirement	14c	00
d	California non-taxable interest or dividend income	14d	00
e	California IRA distributions	14e	00
f	Non-taxable pensions and annuities	14f	00	 14g
g Total California income adjustments. Add line 14a through line 14f			. . .	 14g
17 Subtract line 14g from line 13. This is your California adjusted gross income			. . .	.	17

18Enter the larger of your California itemized deductions or standard deduction for your ﬁling status

• Single or Married/RDP ﬁling separately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $3,769

• Married/RDP ﬁling jointly, Head of household, or Qualifying widow(er) . . . . . . . . . . . $7,538

If the circle on line 6 is ﬁlled in, STOP. (see page 9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ฀ 18

19 Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0-. . . . . . . . . . . . . . . . . .19

31	Tax. (see Tax Table)	. . . .	31
32	Exemption credits. Enter the amount from line 11. If line 13 is more than $166,565, see page 10	. . . .	32
40	Nonrefundable Child and Dependent Care Expenses Credit (see page 11). Attach form FTB 3506	฀ 40
46	Nonrefundable renter’s credit. (see page 12)	฀ 46
47	Total credits. Add line 32, line 40, and line 46	. . . .	47
48	Subtract line 47 from line 31	. . . .	48
62	Mental Health Services Tax. (see page 13)	.	62
64	Add line 48 and line 62. This is your total tax. If less than zero, enter -0-	.	64

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3121113

Your name: ______________________________________Your SSN or ITIN: ______________________________
	70 Enter the amount from Side 1, line 64		. . . . . . . . . . . . .	. . . . . . . . .	. . . . . . . . . . . . . . .			70		,	,			.	00
	70 Enter the amount from Side 1, line 64							70						.

Payments	71	California income tax withheld (see page 13)	. . . . . . . . . . . . .	. . . . . . . . .	. . . . . . . . . . .		. .  71				,		.		00
	75	Add line 71, line 72, and line 74. These are your total payments				..	.. .. .	75		,
	75			. . . . . . . . . .				75	,		. 00
	72	2011 CA estimated tax and other payments (see page 13) .	. . . . . . . . . . . . .	. . . . . . . . .	. . . . . . . . . .			72		,		,		.		00
	74	Excess SDI (or VPDI) withheld (see page 13)	. . . . . . . . . . . . .	. . . . . . . . .	. . . . . . . . . . .		. . 	74				,	.		00
	74	Excess SDI (or VPDI) withheld (see page 13)					. . 	74					.

OverpaidTax/ TaxDue	91	Overpaid tax. If line 75 is more than line 70, subtract line 70 from line 75				.	. . .	91		,	,		.		00
	91			. . . . . . . . .	. . . . . . . . . .			91		,	,		.		00
	92	Amount of line 91 you want applied to your 2012 estimated tax			. . . . . . . . . . . . .			92		,	,		.		00
	93	Overpaid tax available this year. Subtract line 92 from line 91			. . . . . . . . . . . . .			93		,	,		.		00
	93							93				00	.
	94	Tax due. If line 75 is less than line 70, subtract line 75 from line 70. (see page 14)			. . . . . . . . . . . . . . . .			94		,	,			.
	94							94				00		.

Use Tax	95	Use Tax. This is not a total line. (see page 14)	 95	,	,	.	00
Use Tax	95	Use Tax. This is not a total line. (see page 14)	 95			.

		Code	Amount			Code	Amount
	. . .California Seniors Special Fund (see page 23)	. 400		00	. . . . . .California Sea Otter Fund	. 410		00
		. 401			Municipal Shelter Spay-Neuter Fund	 412		00
	Alzheimer’s Disease/Related Disorders Fund . . . .	. 401		00	Municipal Shelter Spay-Neuter Fund	 412		00
		. 402			California Cancer Research Fund	 413		00
	California Fund for Senior Citizens	. 402		00	California Cancer Research Fund	 413		00
Contributions	Rare and Endangered Species				ALS/Lou Gehrig’s Disease Research Fund.	 414		00
	Rare and Endangered Species				ALS/Lou Gehrig’s Disease Research Fund.	 414		00
	Preservation Program	. 403		00	Arts Council Fund	. 415		00
	State Children’s Trust Fund for the Prevention				California Police Activities League	. 416
	State Children’s Trust Fund for the Prevention				California Police Activities League
	of Child Abuse	. 404		00	(CALPAL) Fund			00
		. 405			California Veterans Homes Fund	 417		00
	California Breast Cancer Research Fund	. 405		00	California Veterans Homes Fund	 417		00
		. 406			Safely Surrendered Baby Fund	 418		00
	California Fireﬁghters’ Memorial Fund	. 406		00	Safely Surrendered Baby Fund	 418		00
		. 407			Child Victims of Human Trafﬁcking Fund .	 419		00
	Emergency Food for Families Fund	. 407		00	Child Victims of Human Trafﬁcking Fund .	 419		00
	California Peace Ofﬁcer Memorial
	California Peace Ofﬁcer Memorial
	Foundation Fund	. 408		00

Amount You Owe

110	Add code 400 through code 419. This is your total contribution	฀฀ ฀ ฀฀฀110
110		฀฀ ฀ ฀฀฀110				00
111	AMOUNT YOU OWE. Add line 94, line 95, and line 110 (see page 15). Do not send cash.	. . . . 						00
	Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001		111	,	,		.	00
			111				.
	Pay Online – Go to ftb.ca.gov and search for web pay.	฀ 						00
113	Underpayment of estimated tax. If form FTB 5805 is attached, ﬁll in this circle		113	,	,		.	00
113			113				.

Deposit

115 REFUND or NO AMOUNT DUE. Subtract line 95 and line 110 from line 93 (see page 16).
Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0002 . . . . . . . . . . . . . .  115	,	,	. 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 page 17). Have you veriied the routing and account numbers? Use whole dollars only.

Refund and Direct

All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:

 Checking

 Savings

฀Routing number

฀Type

฀Account number

The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:

฀

 Checking

 Savings

฀Routing number

฀Type

฀Account number

	,	,	.	00
 116 Direct deposit amount
	,	,	.	00
 117 Direct deposit amount

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.

SIGN

HERE

It is unlawful to

forge a spouse’s/RDP’s signature.

Joint tax return? (see page 17)

Your signature

Spouse’s/RDP’s signature (if a joint tax return, both must sign) Daytime phone number (optional)

(

)

Date

Your email address (optional). Enter only one email address.

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

฀PTIN

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

Firm’s address

฀

FEIN

Do you want to allow another person to discuss this tax return with us? (see page 17) . . . . . . . . . ฀ Yes  No

__________________________________________________________________

(

)

Print Third Party Designee’s Name

Telephone Number

Side 2 Form 540A C1 2011

3122113

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Include the expected details in the s n o i t p m e x E, d n a, e m o c n, I e l b a x a T, s t n e m t s u d A e m o c n, a i n r o f i l a C, If you ﬁlled in the circle on line, Total dependent exemptions, Exemption amount Add line, a State income tax refund, If the circle on line is ﬁlled in, s t i d e r C d n a x a T, and Tax see Tax Table area.

Donot s n o i t p m e x E, d n a, e m o c n, I e l b a x a T, s t n e m t s u d A e m o c n, a i n r o f i l a C, If you ﬁlled in the circle on line, Total dependent exemptions, Exemption amount Add line, a State income tax refund, If the circle on line is ﬁlled in, s t i d e r C d n a x a T, and Tax see Tax Table blanks to fill

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Donot s t i d e r C d n a x a T, and Tax see Tax Table fields to fill

The s t n e m y a P, x a T d i a p r e v O, e u D x a T, e s U, x a T, s n o i t u b i r t n o C, Your name Your SSN or ITIN, Enter the amount from Side line, Overpaid tax If line is more, Use Tax This is not a total line, Code California Sea Otter Fund, Code California Seniors Special, CALPAL Fund, and Amount area is the place to place the rights and responsibilities of each side.

Look at the fields s n o i t u b i r t n o C, t n u o m A, e w O u o Y, t i s o p e D, t c e r i D d n a d n u f e R, Code California Seniors Special, CALPAL Fund, Mail to FRANCHISE TAX BOARD PO BOX, Underpayment of estimated tax If, REFUND or NO AMOUNT DUE Subtract, Mail to FRANCHISE TAX BOARD PO BOX, Fill in the information to, All or the following amount of my, Routing number The remaining, and Account number and next fill them out.

Donot s n o i t u b i r t n o C, t n u o m A, e w O u o Y, t i s o p e D, t c e r i D d n a d n u f e R, Code California Seniors Special, CALPAL Fund, Mail to FRANCHISE TAX BOARD PO BOX, Underpayment of estimated tax If, REFUND or NO AMOUNT DUE Subtract, Mail to FRANCHISE TAX BOARD PO BOX, Fill in the information to, All or the following amount of my, Routing number The remaining, and Account number fields to complete

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