Schedule Ca 540 Details

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QuestionAnswer
Form NameSchedule California 540
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other names2020 540, schedule ca 540 instructions, schedule ca 540, california adjustments ca 540

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TAXABLE YEAR

 

 

SCHEDULE

 

 

 

 

2020 California Adjustments — Residents

CA (540)

Important: Attach this schedule behind Form 540, Side 5 as a supporting California schedule.

Name(s) as shown on tax return

SSN or ITIN

 

Part I

Income Adjustment Schedule

 

 

 

 

 

 

A

Federal Amounts

B

Subtractions

C

Additions

 

Section A – Income from federal Form 1040 or 1040-SR

 

 

 

 

 

 

(taxable amounts from

See instructions

See instructions

 

 

 

 

 

 

 

 

 

your federal tax return)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Wages, salaries, tips, etc. See instructions before making an entry in column B or C . . .

. 1

 

 

 

 

 

 

 

 

 

 

 

 

2

Taxable interest. a

 

. . .

. .

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

. . . . . . . .

. .

2b

 

 

 

 

 

 

 

 

 

 

 

 

3

Ordinary dividends. See instructions. a

 

 

 

 

. . . . . . . .

. .

3b

 

 

 

 

 

 

 

 

 

 

 

 

4 IRA distributions. See instructions. a

 

 

 

 

 

 

4b

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

. . . . . . . .

. .

 

 

 

 

 

 

 

 

 

 

 

 

5 Pensions and annuities. See instructions. a

 

 

 

 

. . . . . . . .

. .

5b

 

 

 

 

 

 

 

 

 

 

 

 

6

Social security benefits. a

 

 

 

 

. . . . . . . .

. .

6b

 

 

 

 

 

 

 

 

 

 

 

 

7

Capital gain or (loss). See instructions

 

 

 

 

 

7

 

 

 

 

 

 

 

 

 

 

 

 

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

. . . . . . . .

. .

 

 

 

 

 

 

 

 

 

 

 

 

Section B – Additional Income from federal Schedule 1 (Form 1040)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Taxable refunds, credits, or offsets of state and local income taxes

1

 

 

 

 

 

 

 

 

 

 

 

 

2a

. . . . . . . . . . . . . . . . .Alimony received. See instructions

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

. . . . . . . .

. . .

2a

 

 

 

 

 

 

 

 

 

 

 

 

3

. . . . . . . . . .Business income or (loss). See instructions

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

. . . . . . . .

. . .

3

 

 

 

 

 

 

 

 

 

 

 

 

4

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Other gains or (losses)

. . . . . . . .

. . .

4

 

 

 

 

 

 

 

 

 

 

 

 

5

. . . . . . . . . . . . . . .Rental real estate, royalties, partnerships, S corporations, trusts, etc

5

 

 

 

 

 

 

 

 

 

 

 

 

6

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Farm income or (loss)

. . . . . . . .

. . .

6

 

 

 

 

 

 

 

 

 

 

 

 

7

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Unemployment compensation

. . . . . . . .

. . .

7

 

 

 

 

 

 

 

 

 

 

 

 

8

Other income.

 

 

 

 

 

 

 

 

 

 

a

 

 

 

a

 

 

 

 

a

California lottery winnings

e

NOL from FTB 3805Z,

 

 

 

 

 

b

 

 

 

b

 

 

 

 

b

Disaster loss deduction from FTB 3805V

 

3807, or 3809

8

 

 

 

 

c

 

 

 

c

 

 

 

 

c

Federal NOL (federal Schedule 1

f

Other (describe):

 

 

 

 

 

d

 

 

 

d

 

 

 

 

 

(Form 1040), line 8)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

e

 

 

e

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d

NOL deduction from FTB 3805V

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

f

 

 

f

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

g

Student loan discharged due to

 

 

 

{g

 

 

 

 

 

 

 

 

 

 

 

 

 

 

closure of a for-profit school

 

 

 

 

 

g

 

 

9

Total. Combine Section A, line 1 through line 7, and Section B, line 1 through line 8 in

 

 

 

 

 

 

 

 

 

 

 

 

 

 

column A. Add Section A, line 1 through line 7, and Section B, line 1 through line 8g in

 

 

 

 

 

 

 

 

 

 

 

 

 

 

column B and column C. Go to Section C

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

. . . . . . . .

. . .

9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Section C – Adjustments to Income from federal Schedule 1 (Form 1040)

10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

11Certain business expenses of reservists, performing artists, and fee-basis

 

government officials

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

. . . . . . . . .

. . . . . . . . . . . . . . . . . 11

12

Health savings account deduction

. . . . . . . . .

. . . . . . . . . . . . . . . . . 12

13

Moving expenses. Attach federal Form 3903. See instructions . . .

. . . . . . . . . . . . . . . . . 13

14

Deductible part of self-employment tax. See instructions

. . . . . . . . . . . . . . . . . 14

15

Self-employed SEP, SIMPLE, and qualified plans

. . . . . . . . .

. . . . . . . . . . . . . . . . . 15

16

Self-employed health insurance deduction. See instructions.. . . . . . . . . . . . . . . . . . . . . . 16

17

Penalty on early withdrawal of savings

. . . . . . . . .

. . . . . . . . . . . . . . . . . 17

18a

Alimony paid. b Recipient’s:

SSN

 

 

Last name

 

18a

19

IRA deduction

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

. . . . . . . . .

. . . . . . . . . . . . . . . . . 19

20

Student loan interest deduction

. . . . . . . . .

. . . . . . . . . . . . . . . . . 20

21

Tuition and fees

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

. . . . . . . . .

. . . . . . . . . . . . . . . . . 21

22Add line 10 through line 18a and line 19 through line 21 in columns A, B, and C.

See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

23 Total. Subtract line 22 from line 9 in columns A, B, and C. See instructions . . . . . . . . . . 23

For Privacy Notice, get FTB 1131 ENG/SP.

7731203

Schedule CA (540) 2020 Side 1

Part II Adjustments to Federal Itemized Deductions

Check the box if you did NOT itemize for federal but will itemize for California . . . . . . . . .

AFederal Amounts

(from federal Schedule A (Form 1040)

BSubtractions

See instructions

CAdditions

See instructions

Medical and Dental Expenses See instructions.

1

Medical and dental expenses

1

2

Enter amount from federal Form 1040 or 1040-SR, line 11

2

3 Multiply line 2 by 7.5% (0.075)

3

4

Subtract line 3 from line 1. If line 3 is more than line 1, enter 0

. 4

Taxes You Paid

 

5a State and local income tax or general sales taxes

5a

5b

State and local real estate taxes

5b

5c

State and local personal property taxes

5c

5d

Add line 5a through line 5c

5d

5e

Enter the smaller of line 5d or $10,000 ($5,000 if married filing separately) in column A . .

 

 

Enter the amount from line 5a, column B in line 5e, column B

 

 

Enter the difference from line 5d and line 5e, column A in line 5e, column C

5e

6

Other taxes. List type

6

7

Add line 5e and line 6

7

Interest You Paid

 

8a Home mortgage interest and points reported to you on federal Form 1098 . . . . . . . . . . . 8a 8b Home mortgage interest not reported to you on federal Form 1098. . . . . . . . . . . . . . . . . 8b 8c Points not reported to you on federal Form 1098. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8c 8d Mortgage insurance premiums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8d 8e Add line 8a through line 8d. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8e 9 Investment interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Add line 8e and line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Gifts to Charity

11 Gifts by cash or check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 12 Other than by cash or check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 13 Carryover from prior year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 14 Add line 11 through line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Casualty and Theft Losses

15 Casualty or theft loss(es) (other than net qualified disaster losses). Attach federal

 

Form 4684. See instructions

15

Other Itemized Deductions

 

16 Other—from list in federal instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

17 Add lines 4, 7, 10, 14, 15, and 16 in columns A, B, and C . . . . . . . . . . . . . . . . . . . . . . . . 17

18 Total. Combine line 17 column A less column B plus column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Side 2 Schedule CA (540) 2020

7732203

Job Expenses and Certain Miscellaneous Deductions

19Unreimbursed employee expenses - job travel, union dues, job education, etc.

Attach federal Form 2106 if required. See instructions. . . . . . . . . . . . . . . . . . . . . . . . 19

20 Tax preparation fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

21 Other expenses - investment, safe deposit box, etc. List type

 

21

22 Add line 19 through line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

23Enter amount from federal Form 1040 or 1040-SR, line 11

24 Multiply line 23 by 2% (0.02). If less than zero, enter 0. . . . . . . . . . . . . . . . . . . . . . . 24

25 Subtract line 24 from line 22. If line 24 is more than line 22, enter 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

26

Total Itemized Deductions. Add line 18 and line 25

. . . . . . .

26

27

Other adjustments. See instructions. Specify.

 

. . . . . . .

27

28 Combine line 26 and line 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

29 Is your federal AGI (Form 540, line 13) more than the amount shown below for your filing status? Single or married/RDP filing separately . . . . . . . . . . . . . . . . . . . . . . . . . . . $203,341 Head of household . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $305,016 Married/RDP filing jointly or qualifying widow(er) . . . . . . . . . . . . . . . . . . . $406,687

No. Transfer the amount on line 28 to line 29.

Yes. Complete the Itemized Deductions Worksheet in the instructions for Schedule CA (540), line 29 . . . . . . . . . . . . . . . . . . . . . 29

30 Enter the larger of the amount on line 29 or your standard deduction listed below

Single or married/RDP filing separately. See instructions. . . . . . . . . . . . . . . . $4,601

Married/RDP filing jointly, head of household, or qualifying widow(er) . . . . . $9,202

Transfer the amount on line 30 to Form 540, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

This space reserved for 2D barcode

This space reserved for 2D barcode

7733203

Schedule CA (540) 2020 Side 3