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Key Features of Form 540 2EZ Residency: Must be a California resident. Income Sources: Limited to wages, salaries, tips, interest, dividends, and pensions. Filing Status: Single, Married/RDP filing jointly, Head of Household, or Qualifying Surviving Spouse/RDP.
Income threshold: Generally, you are required to file Form 540 if your gross income exceeds the filing threshold set by the California Franchise Tax Board (FTB). The income threshold can vary depending on factors such as filing status and age.
Publication 504 explains tax rules that apply if you are divorced or separated from your spouse. It covers general filing information and can help you choose your filing status. It also can help you decide which exemptions you are entitled to claim, including exemptions for dependents.
The most common California income tax form is the CA 540. This form is used by California residents who file an individual income tax return. This form should be completed after filing your federal taxes, using Form 1040.
Students or scholars who are considered nonresidents for California state tax filing will complete and file California Tax Form 540NR; those who are considered residents for California state tax filing will complete and file California Tax Form 540.
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The fiduciary (or one of the fiduciaries) must file Form 541 for a trust if any of the following apply: Gross income for the taxable year of more than $10,000 (regardless of the amount of net income) Net income for the taxable year of more than $100. An alternative minimum tax liability.
A Purpose of Form FTB 8453 Electronic Return Originators (ERO) and taxpayers who file online must use form FTB 8453 as an authorization to transmit the tax return electronically to the Franchise Tax Board (FTB) directly or through a Transmitter. The taxpayer or ERO must retain form FTB 8453.

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