Do I File a 540 or 540NR?

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Overview of CA Tax Forms

  • Form 540: Used by California residents to file state income tax.
  • Form 540NR: Used by nonresidents or part-year residents.
  • Complete Form 540 after filing federal taxes. Information from federal taxes is used for Form 540.

Filing Requirements and Tax Rates

  • Must file CA return if required to file federal return, receive CA income, or have income above a certain amount.
  • CA tax rates range from 1% to 12.3%. Sales tax is 7.25% to 10.75%.

Reporting and Amending

  • Attach Schedule D to Form 540 when reporting capital gains/losses.
  • Amend CA return with Schedule X and Form 540 or 540NR. Sign and mail. After October deadline, prepare, print, sign, and mail Form 540 or 540NR.

General Information

  • Who can use CA 540 2EZ? Form 540 2EZ is for California full-year residents. Use Form 540 2EZ if filing status is single, married/RDP filing jointly, head of household, or qualifying widow(er).

Form 540 Details

  • A Form 540 is also known as a California Resident Income Tax Return. It is used each year to file taxes and determine if the filer owes taxes or is entitled to a tax refund.
  • Depending on residency status, there are different versions of Form 540 to be used for filing taxes.
  • Can discharge student loan before 2024 if attended Brightwood College school or Art Institute of CA location.

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