Desktop: California

California Reject Code: FW2-010

California Reject Code: FW2-010: Form W-2, Line 1 [WagesAmt] must be present and greater than zero, unless Employers Use Code [EmployersUseCd] is only equal to 'Q'.

California Form 593

California Form 593, Real Estate Withholding Statement is used to report real estate withholding on sales, installment payments, and like-kind exchanges.

California - Credit for Taxes Paid to Another State

California taxpayers may claim a nonrefundable credit for individual income tax paid to another state.

California Form 568 - Completing Schedule IW

To calculate the tax owed on California Form 568, Limited Liability Company Return of Income, Schedule IW, LLC Income Worksheet needs to be completed.

California - Foster Youth Tax Credit (FYTC)

To claim this credit, Form 3514 form must be completed.

California - Amount paid with request for extension

When a taxpayer makes a payment with their California extension request, the payment amount should be included on the California tax return.

California Renter's Credit

California - Military Retirement/Pension Income

Military retirement pension is taxable in California and is required to be included in gross income on the California resident return.

California Form 3532, Head of Household Worksheet

California requires a taxpayer claiming the head of household (HOH) filing status to file Form FTB 3532, Head of Household Filing Status Schedule, to report how the HOH filing status was determined.

California Form 3913, Moving Expense Deduction

California Form 3913, Moving Expense Deduction, is completed using the same information as entered in federal Form 3903, Moving Expenses.

California 100S E-file Block for missing Schedule B

When marking the California 100S for electronic filing in Tax Processors Plus Desktop, if you receive the following e-file block, there is Section 179 Expense deduction on the federal return but Schedule B is missing.

Rejects: Desktop CA Reject Code: X0000-010

Reject Code: X0000-010 Reject and Stop Your State submission does not match the latest published FTB Schema or is not well formed.

How do I subtract California Lottery Winnings?

California states that no state or local taxes shall be imposed on the sale of lottery tickets or shares of the lottery or any prizes awarded by the lottery.

Where to enter California CTEC information for Form 3596

To meet the due diligence requirements for the EITC, the preparer's CTEC information must be included on Form 3596.

California Reject Code: F540-660 and Reject Code: F540-670

California Reject Code: F540-660 If Form 540, Line 71 [CAWithholding] is significant, then Form(s) W-2, W-2G, or 1099R must be attached, unless Other Withholding [OtherWithholding] amount [Amount] is significant.

California Reject Code: F100-100

Reject Code: F100-100 Form 100, Question F [BusinessActivityCode] must be a valid 6 digit Principal Business Activity (PBA) code per the current Form 100 Booklet.

California Military Pay and Spouse Income

Resident - If the taxpayer is a resident of California, they are subject to California income tax on all income regardless of the source.

Filing as a Registered Domestic Partner in California

Once the filing status has been changed to RDP the preparer will need to make adjustments to the California return to include the Domestic Partner's income/subtractions/credits etc.

Nonresident of California Exemption from Healthcare Penalty

Full-year nonresidents of California filing Form 540NR, while not subject to the state's requirement that residents have qualifying health care coverage, are subject to the same reporting requirement as residents.

California Reject Code F100S-100

California reject code F100S-100: Form 100S, Question C [BusinessActivityCode] must be a valid 6 digit Principal Business Activity (PBA) code per the current Form 100S Booklet.

CA 565 E-File block "Principal Product or Service is required"

Where Do I Enter the California PTE Elective Tax Credit?

A qualified taxpayer is eligible to claim on their California individual tax return a nonrefundable credit for the amount of tax paid on their pro rata or distributive share from a passthrough entity as well as guaranteed payments.

California Schedule D-1

In the California resident and nonresident tax returns, Schedule D-1 is used to report the sale or exchange of business property when the California basis of the asset(s) is different from the federal basis due to differences between California and federal law.

Where do I make an Automatic Extension of Time to File Payment for California?

California taxpayers will use Form 3519, Payment for Automatic Extension for Individuals, when a taxpayers owes tax and are unable to file the tax return before the deadline.

Where Do I Set Up Estimated Payments for California?

The estimated payment vouchers can be printed from this menu by selecting Print Estimate Coupons or can be printed from the View Results menu in the federal return.