The California 540 C1 form is a crucial document for residents filing their state income tax returns, specifically designed for those who have a fiscal year ending in 2013. This form collects essential information about your income, deductions, and exemptions, ensuring that your tax obligations are accurately calculated. Understanding how to fill out this form can simplify your tax filing process, so take the first step by clicking the button below to get started.
The California 540 C1 form is an essential document for residents who need to file their state income tax returns, particularly for those operating on a fiscal year basis. This form captures vital information, such as the taxpayer's name, Social Security Number (SSN), and filing status, which can range from single to married filing jointly. It also includes sections for personal exemptions, allowing filers to account for dependents and any special circumstances like blindness or age. Additionally, the form requires details about income, adjustments, and deductions, leading to the calculation of taxable income. Tax credits and payments are also covered, giving taxpayers the opportunity to reduce their overall tax liability. Lastly, the California 540 C1 provides a streamlined way to claim refunds or indicate any amounts owed, ensuring that residents meet their tax obligations accurately and efficiently. Understanding this form is crucial for navigating the complexities of California's tax system and ensuring compliance with state laws.
For Privacy Notice, get form FTB 1131.
FORM
California Resident Income Tax Return 2012
540 C1 Side 1
Fiscal year filers only: Enter month of year end: month________ year 2013.
Your first name
Initial
Last name
Your SSN or ITIN
If joint tax return, spouse’s/RDP’s first name
Spouse’s/RDP’s SSN or ITIN
Address (number and street, PO Box, or PMB no.)
Apt. no./Ste. no.
PBA Code
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 2011 tax return under a different last name, write the last name only from the 2011 tax return.
Taxpayer
_______________________________________________
Spouse/RDP
_____________________________________________
P
AC
A
R
RP
Filing Status
1
Single
4
Head of household (with qualifying person) (see page 3)
2
Married/RDP filing jointly (see page 3)
5
Qualifying widow(er) with dependent child. Enter year spouse/RDP died _________
3 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, check the box here
6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here (see page 7)
6
Exemptions
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
7 Personal: If you checked box 1, 3, or 4 above, enter 1 in the box. If you checked box 2 or 5,
7 X $104 =
enter 2, in the box. If you checked the box on line 6, see page 7
$ _________________
8Blind: If you (or your spouse/RDP) are visually impaired, enter 1;
if both are visually impaired, enter 2
. . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . .
. . . 8
X $104
=
9
Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 . . .
9
=▐
10
Dependents: Do not include yourself or your spouse/RDP.
First name
Dependent’s
relationship to you
Taxable Income
Total dependent exemptions
. . . . .
. . . 10 X $321 =▐
11
Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . .
. . . ▐ 11
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
14
California adjustments – subtractions. Enter the amount from Schedule CA (540), line 37, column B
14
15
Subtract line 14 from line 13. If less than zero, enter the result in parentheses (see page 9)
. . 15
16
California adjustments – additions. Enter the amount from Schedule CA (540), line 37, column C
16
17
California adjusted gross income. Combine line 15 and line 16
. . . . . . . . . . . . . . . .
17
18
Enter the
Your California itemized deductions from Schedule CA (540), line 44; OR
larger of:
Your California standard deduction shown below for your filing status:
•Single or Married/RDP filing separately
$3,841
{
•Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . .
$7,682
{If the box on line 6 is checked, STOP (see page 9)
18
. . . . . . .
19 Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0-. . . .
▐ 19
3101123
Your name: __________________________________ Your SSN or ITIN: ____________________________
31
Tax. Check the box if from: Tax Table
Tax Rate Schedule
FTB 3800 FTB 3803
. .
31
32
Exemption credits. Enter the amount from line 11. If your federal AGI is more than $169,730 (see page 10) . .
▐
Tax
33
Subtract line 32 from line 31. If less than zero, enter -0-
. . . . . . . . . . .
. . . . . . . . . . . . . . . . . . .
34
Tax (see page 11). Check the box if from:
Schedule G-1 FTB 5870A
34
35
Add line 33 and line 34
. . . . . . . . . . . . . . . . . . . .
40
Nonrefundable Child and Dependent Care Expenses Credit (see page 11). Attach form FTB 3506
40
41
New jobs credit, amount generated (see page 11)
41
Credits
42
. . . . . . . . . . . . . . . . .New jobs credit, amount claimed (see page 11)
42
43
Enter credit name▐_______________________________code number________ and amount
43
Special
44
44
45
To claim more than two credits (see page 12). Attach Schedule P (540)
45
46
Nonrefundable renter’s credit (see page 12)
46
47
Add line 40 and line 42 through line 46. These are your total credits .
48
Subtract line 47 from line 35. If less than zero, enter -0-
Taxes
61
Alternative minimum tax. Attach Schedule P (540)
61
62
Mental Health Services Tax (see page 13) .
62
Other
63
Other taxes and credit recapture (see page 13)
63
64
Add line 48, line 61, line 62, and line 63. This is your total tax
64
71
California income tax withheld (see page 13)
71
Payments
72
2012 CA estimated tax and other payments (see page 13)
72
73
Real estate and other withholding (see page 13)
73
74
Excess SDI (or VPDI) withheld (see page 13)
74
75
Add line 71, line 72, line 73, and line 74. These are your total payments (see page 14)
OverpaidTax/
TaxDue
91
Overpaid tax. If line 75 is more than line 64, subtract line 64 from line 75
94
Tax due. If line 75 is less than line 64, subtract line 75 from line 64. .
92
Amount of line 91 you want applied to your
2013 estimated tax . . . .
93
Overpaid tax available this year. Subtract line 92 from line 91
93
Use
95
Use Tax. This is not a total line (see page 14)
. . . . . . 95
Side 2 Form 540 C1 2012
3102123
Contributions
Code
Amount
California Seniors Special Fund (see page 23) . . .
. 400
Alzheimer’s Disease/Related Disorders Fund . . . .
. 401
California Fund for Senior Citizens
. 402
Rare and Endangered Species
Preservation Program
. 403
State Children’s Trust Fund for the Prevention
of Child Abuse
. 404
California Breast Cancer Research Fund
. 405
California Firefighters’ Memorial Fund
. 406
Emergency Food for Families Fund
. 407
California Peace Officer Memorial
Foundation Fund
. 408
California Sea Otter Fund . . . . . . . . . . . . . . . . . . . . 410 Municipal Shelter Spay-Neuter Fund. . . . . . . . . . . . 412 California Cancer Research Fund . . . . . . . . . . . . . . 413 ALS/Lou Gehrig’s Disease Research Fund. . . . . . . . 414 Child Victims of Human Trafficking Fund . . . . . . . . 419 California YMCA Youth and Government Fund . . . . 420 California Youth Leadership Fund . . . . . . . . . . . . . . 421 School Supplies for Homeless Children Fund . . . . . 422 State Parks Protection Fund/Parks Pass Purchase 423
110 Add code 400 through code 423. This is your total contribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
YouOwe
Pay online – Go to ftb.ca.gov for more information.
111
AMOUNT YOU OWE. Add line 94, line 95, and line 110 (see page 15). Do not send cash.
111
andInterest
Penalties
. . . . . . . . . .Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001
,
Interest, late return penalties, and late payment penalties
112
112. . . .
113
Underpayment of estimated tax. Check the box: FTB 5805 attached FTB 5805F attached
. . 113
114
Total amount due (see page 17). Enclose, but do not staple, any payment
114. . . .
,. 00
Refund and Direct Deposit
115REFUND OR NO AMOUNT DUE. Subtract line 95 and line 110 from line 93 (see page 17).
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 page 17). 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:
Checking
Savings
Routing number
Type
Account number
116 Direct deposit amount
The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:
117 Direct deposit amount
IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return.
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
Your signature
Spouse’s/RDP’s signature
Daytime phone number (optional)
(if a joint tax return, both must sign)
(
)
X
Date
Your email address (optional). Enter only one email address.
It is unlawful to forge a spouse’s/RDP’s signature.
Joint tax return? (see page 17)
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
3103123
Form 540 C1 2012 Side 3
Mc 030 - This documentation is a legal necessity in California, where process servers record their diligent efforts to serve court documents.
Sales Tax Audit Process - This form represents a formal avenue for aggrieved workers to seek redress and hold claims administrators accountable for their actions or inactions.