Online: California

California - How to Apply Refund to Estimated Tax Payments

If a taxpayer owes additional taxes to California during the year, they may be required to make estimated tax payments for the following tax year.

California Supported Individual Income Tax Forms

Tax Processors Plus Online strives to keep the information on this page timely and accurate but makes no promise or guarantee about the timeliness, accuracy, or completeness of the contents of this page.

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 Health Care Coverage

Beginning with tax year 2020, the state of California requires residents and their dependents to obtain qualifying health care coverage, also referred to as Minimum Essential Coverage (MEC) .

California Validation Errors for Form 3596

CA Form 3596 (Paid Preparer CA EIC Checklist) requires a Preparer to be present on the return.

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 Renters Credit

In Tax Processors Plus Online, when you begin the California individual income tax return you'll be asked if the taxpayer qualifies for the 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 taxpayers who use 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.

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 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.

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?

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

Filing as a Registered Domestic Partner in California

California Taxpayers in a Registered Domestic Partnership may file a federal tax return using the filing status of Single, or if qualified, Head of Household, however for California filing purposes, these taxpayers may use Married filing jointly or Married filing separately.

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, nonetheless are subject to the same reporting requirement as residents.

How to Correct California Reject Code F540-670

California Reject Code: F540-670 There is an error on Form 540 Line 71 [CAWithholding].

Where to enter California Form 592-B

California Form 592-B is used to report to a payee the amount of payment or distribution subject to withholding and tax withheld.

Form 3514 - California Earned Income Tax Credit

California Form 3849, Premium Assistance Subsidy

Form 3849 is not required after tax year 2021.

California Health Care Coverage

Beginning with tax year 2020, the state of California requires residents and their dependents to obtain qualifying health care coverage, also referred to as Minimum Essential Coverage (MEC) .

California Form 3853 - Health Coverage Exemptions and Individual Shared Responsibility Penalty

Beginning with tax year 2020, the state of California requires residents and their dependents to obtain qualifying health care coverage, also referred to as Minimum Essential Coverage (MEC) .