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Forms in Premium Level for California Supplement (540)

The forms for nearly all Form 540 returns are built in and fully automated, nearly double the number in the Economy Level. And most of these forms can be e-filed.

FTB Form

Common Use

Form 540   California Resident Income Tax Return -- Individuals

Main signature form required for all returns

Form 540-ES   Estimated Tax for Individuals

To figure quarterly estimated tax payments required to avoid penalties

Form 540X   Amended Individual Income Tax Return

To alter a previously-filed return for the tax year

Schedule CA   California Adjustments -- Residents

Summarizes differences between federal and California amounts

Schedule D   California Capital Gain or Loss Adjustment

To report sale of exchange of capital assets (such as stocks, bonds, and personal property)

Schedule D-1   Sales of Business Property

To report income or loss from sale or exchange of business and certain investment property

Schedule G-1   Tax on Lump Sum Distributions

Those born before 1936 who withdraw entire balance of their pension

Schedule P   Alternative Minimum Tax and Credit Limitations -- Residents

Side 1: To figure the additional tax due to AMT regulations.  Side 2: Collects and limits tax credits.

Schedule S   Other State Tax Credit

To claim credit for income tax paid to other states for income also taxed by California

Schedule W-2   Wage and Tax Statement

To report Forms W-2 received for a scannable Form 540 return

Form 3506   Child and Dependent Care Expenses Credit

Tax credit for working taxpayers who pay for child care

Form 3510   Credit for Prior Year AMT

Taxpayers who had AMT and deferral preferences in the prior year

Form 3519   Payment Voucher for Automatic Extension for Individuals

To pay tax due on returns for which you are taking advantage of an automatic 6-month filing date extension

Form 3523   Research Credit

Business owners with increased technological research for new products

Form 3526   Investment Interest Expense Deduction

To figure deductible investment interest expense

Form 3533   Change of Address

To report change of business or personal address between times return is filed

Form 3540   Credit Carryover Summary

To claim carryover credits for expired credits when no Schedule P exists for the return

Form 3548   Disabled Access Credit

Business who provide access to the disabled, up to $125 per year

Form 3553   Enterprise Zone Employee Credit

Employees who worked in targeted EZ areas, 5% of wages up to $525

Form 3800   Tax Computation for Children Under Age 14 with Investment Income

Tax computation for taxpayers under age 14 with more than $1,500 of investment income

Form 3801   Passive Activity Loss Limitations

To figure limitations on current-year loss deductions for passive activities

Form 3803   Parents' Election to Report Child's Interest and Dividends

For parents who choose to include a chid's income on their own return rather than filing a return for the child

Form 3805E   Installment Sale Income

To figure current-year taxable income from installment payments received

Form 3805P   Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

To figure penalties on early or disqualified distributions for certain qualified plans

Form 3805V   NOL Computations and Limits

Suspended by the FTB for tax years 2002 and 2003

Form 3805Z   Enterprise Zone Deduction/Credit

Suspended by the FTB for tax years 2002 and 2003

Form 3806   L. A. Revitalization Zone Deduction and Credit (LARZ)

Suspended by the FTB for tax years 2002 and 2003

Form 3885A   Depreciation and Amortization

To figure deductions for depreciation and amortization of business and investment property

Form 5805   Underpayment of Estimated Tax by Individuals

For figuring penalty for underwithholding or underpayment of quarterly tax

Form 5805-F   Underpayment of Estimated Tax by Farmers and Fishermen

Replaces Form 5805 for eligible farmers or fishermen

Form 5870A   Tax on Accumulation Distribution of Trusts

Beneficiaries of trusts that don't distribute all their income each year

Form 8453   California Individual Income Tax Declaration for e-file

Required for all e-file returns, our expanded Form 8453 also determines preliminary eligibility for e-file. It also collects bank information for direct deposit, direct withdrawal, and refund anticipation loans.

Form 8454   e-file Opt-Out Record

For preparers subject to mandatory e-file, records reason return was not e-filed

Other forms. In addition to the FTB forms there are numerous HowardSoft-designed forms and worksheets included to provide unlimited support for multiple activities and more comlete automation of calculations.

(Also see what forms are included in Economy Level and Standard Level software.)