Form 540 Specifications Barcode 1 of 2

Transcription

1 D SPECIFICATIONS FOR FORM Form Specifications Barcode of Header Header Version Number N T Header CTP ID N Gov t Tax Year N YYYY Gov t Form Type N - Gov t Software Developer Version N Gov t FTB Specification Version N Entity Account Period Ending A APE Increment plus for every submission. See Header Fields Definitions in Publication, Part II for more information. Entity Fiscal Year Ending N MMYYYY Entity Federal Return Attachment Area Question Did Taxpayer attach any federal forms or schedules other than Sch A, or Sch B? A ATTACH FEDERAL RETURN or DO NOT ATTACH FEDERAL RETURN Entity Taxpayer's SSN (or ITIN) (mandatory) N Entity If Joint Tax Return, Spouse/Registered Domestic Partner SSN (or ITIN) (mandatory) N Entity Form Year Indicator (mandatory) N YY Entity Principal Business Activity (PBA) Code N If the code is less than characters LJ and do not populate with zeros. Entity Taxpayer's First Name (mandatory) A Entity Taxpayer's Middle Initial A Entity Taxpayer's Last Name (mandatory) A Special Characters: space Entity Taxpayer s Suffix A Entity Entity Entity Entity TTaxpayer s Date of Death If Deceased must Enter Date of Death. otherwise. leave blank N MM-DD-YYYY If Joint Tax Return, Spouse/Registered Domestic Partner First Name If Joint Tax Return than (mandatory) A If Joint Tax Return, Spouse/Registered Domestic Partner Middle Initial A If Joint Tax Return, Spouse/Registered Domestic Partner Last Name If Joint Tax Return than (mandatory) A Entity Spouse/Registered Domestic Partner Suffix A Entity Entity Spouse/Registered Domestic Partner Date of Death If Deceased must Enter date of Death, otherwise, leave blank N MM-DD-YYYY Additional Information for In-Care-Of Name or Supplemental Address Information AN Special Characters: / If no in-care-of name and supplemental address information, leave blank. Entity Executor/Guardian AN Executor/ Guardian Page FTB Pub., Part II

2 D SPECIFICATIONS FOR FORM Form Specifications Barcode of Entity Street Address/PO Box (mandatory) AN Entity Special Characters: space / APT, STE, SP, RM, FL, BLDG, & UN Number or Letter AN No symbols Entity PMB Number or Letter AN Entity ARRP Area AN Entity City (mandatory) AN Entity State (mandatory) A Entity Zip Code AN Entity Foreign Country Name AN D = Taxpayer's deceased C = SP/RDP deceased O = Outside the USA U = Military = Disaster Include U.S. or Foreign city. Special chars: space Use Standard Abbreviations in Pub., Part I. If foreign address, leave blank. Special Characters: If foreign address, leave blank Special Characters: space -character Country Abbreviation may be used. Entity Foreign Province/State/County AN Special Characters: Entity Foreign Postal Code AN Special Characters: Entity Taxpayer s Date of Birth N MM-DD-YYYY Entity If Joint Tax Return, Spouse s/rdp s Date of Birth N MM-DD-YYYY Entity Taxpayer s Prior Name (if applicable) A Entity If Joint Tax Return, Spouse s/rdp s Prior Name (if applicable) A - Filing Status N Filing Status Different from IRS Check Box X Claimed as Dependent Check Box X Personal No N Last Name only, or leave blank. Last Name only, or leave blank. = Single = Married/RDP Filing Jointly = Married/ RDP Filing Separately = Head of household = Qualifying widower with dependent child FTB Pub., Part II Page

3 D SPECIFICATIONS FOR FORM Form Specifications Barcode of Personal Amount N Blind No N Blind Amount N Senior No N Senior Amount N Dependent First Name A Dependent Last Name A Dependent Relationship A Dependent First Name A Dependent Last Name A Dependent Relationship A Dependent First Name A Dependent Last Name A Dependent Relationship A Dependent First Name A Dependent Last Name A Dependent Relationship A If more than dependents continue capturing in - barcode Number of Dependents Quantity N Number of Dependents Amount N Exemption Amount N State Wages From Your Form(s) W- Amount N Federal Adjusted Gross Income Amount N Special Characters: California Adjustments Subtractions Amount N Special Characters: California Adjustments Additions Amount N California AGI Amount N Special Characters: Itemized or Standard Deducted Amount N Taxable Income Write In A CCF Field: To the left of dollar amount line Taxable Income Amount N FTB Check Box X FTB Check Box X Print: Check Mark Print: Check Mark Page FTB Pub., Part II

4 D SPECIFICATIONS FOR FORM Form Specifications Barcode of Tax Amount N Exemption Credits Amount N Subtract Line from Line line total Amount N Schedule G Check Box X FTB A Check Box X Tax Amount N Add line and Line Total N Nonrefundable Child and Dependent Care Credit Amount N Credit Code No N Credit Amount N Credit Code No N Credit Amount N Claim More Than Credits Amount N Non Refundable Renters Credit Amount N Total Credits Amount N Print: Check Mark Print: Check Mark DO NOT USE DO NOT USE Tax Minus Special Credits Total N Alternative Minimum Tax Amount N Mental Health Services Tax Amount N Other Taxes and Credit Recapture Write In AN Other Taxes and Credits Total N Total Tax N Special Characters: space P Z IRC NQDC Other IRC Section interest IRC Section A interest IRC Section and A interest Field: On the dotted line to the left of the dollar amount line FTB Pub., Part II Page

5 D SPECIFICATIONS FOR FORM Form Specifications Barcode of California Income Tax Wthheld Amount N California Estimated Tax Amount N Real Estate and Other Withholding Amount N Excess SDI Withheld Amount N Claim of Right Write In AN IRC Field: On the dotted line to the left of the dollar amount line Total Payments N Overpaid Tax Amount N Overpaid Tax Applied Amount N Overpaid Tax Available This Year Amount N Tax Due Amount N Use Tax Amount N END OF FILE AN *EOD* Page FTB Pub., Part II

6 D SPECIFICATIONS FOR FORM Form Specifications Barcode of Header Header Version Number N T Header CTP ID N Gov t Tax Year N YYYY Gov t Form Type N - Gov t Software Developer Version N Gov t FTB Specification Version N California Seniors Special Fund amount N Alzheimer s Disease/Related Disorders Fund amount N Rare and Endangered Species Preservation Program amount N California Breast Cancer Research Fund amount N California Firefighter s Memorial Fund amount N Emergency Food for Families Fund amount N California Peace Officer Memorial Foundation Fund amount N California Sea Otter Fund amount N California Cancer Research Fund amount N Child Victims of Human Trafficking Fund amount N School Supplies for Homeless Children Fund N State Parks Protection Fund/Parks Pass Purchase N Protect our Coast and Ocean Fund N Keep Arts in Schools Fund N American Red Cross, California Chapters Fund N California Senior Legislature Fund N Habitat for Humanity Fund N California Sexual Violence Victim Services Fund N Contribution Totals N Increment plus for every submission. See Header Fields Definitions in Publication, Part II for more information. Amount You Owe N Check Box X F Check Box X FTB Pub., Part II Page

7 D SPECIFICATIONS FOR FORM Form Specifications Barcode of Underpayment of Estimated Tax Amount N Refund Amount N Routing Number N Checking Check Box X Savings Check Box X Account Number AN Direct Deposit Amount N Routing Number N Checking Check Box X Savings Check Box X Account Number AN Direct Deposit Amount N Paid Preparer Signature X PTIN AN Preparers FEIN N Yes Discuss Return Check Box X No Discuss Return Check Box X Upper X = Yes Paid preparer completed return. Uppder X = marked Uppder X = marked Print: Leave blank Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Page FTB Pub., Part II

8 D SPECIFICATIONS FOR FORM Form Specifications Barcode of Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print Dependent First Name A Do Not Print FTB Pub., Part II Page

9 D SPECIFICATIONS FOR FORM Form Specifications Barcode of Dependent Last Name A Do Not Print Dependent Relationship A Do Not Print END OF FILE AN *EOD* Page FTB Pub., Part II

10 D SPECIFICATIONS FOR FORM TAXABLE YEAR Form Record Layout California Resident Income Tax Return FORM - A R RP Filing Status m Single m Head of household (with qualifying person). See instructions. m Married/RDP filing jointly. See inst. m Qualifying widow(er) with dependent child. Enter year spouse/rdp died m Married/RDP filing separately. Enter spouse s/rdp s SSN or ITIN above and full name here If your California filing status is different from your federal filing status, check the box here... m If someone can claim you (or your spouse/rdp) as a dependent, check the box here. See inst... m Exemptions For line, line, line, and line : Multiply the amount you enter in the box by the pre-printed dollar amount for that line. Whole dollars only Personal: If you checked box,, or above, enter in the box. If you checked box or, enter, in the box. If you checked the box on line, see instructions. m X $ = $ Blind: If you (or your spouse/rdp) are visually impaired, enter ; if both are visually impaired, enter... m X $ = $ Senior: If you (or your spouse/rdp) are or older, enter ; if both are or older, enter... m X $ = $ Dependents: Do not include yourself or your spouse/rdp. First name Last name Dependent's relationship to you Total dependent exemptions.... m X $ = $ Exemption amount: Add line through line. Transfer this amount to line... $ For Privacy Notice, get FTB ENG/SP. Form C Side FTB Pub., Part II Page

11 D SPECIFICATIONS FOR FORM Form Record Layout Your name: Your SSN or ITIN: State wages from your Form(s) W-, box... Enter federal adjusted gross income from Form, line ; A, line ; or EZ, line... California adjustments subtractions. Enter the amount from Schedule CA (), line, column B... Taxable Income Subtract line from line. If less than zero, enter the result in parentheses. See instructions... California adjustments additions. Enter the amount from Schedule CA (), line, column C... California adjusted gross income. Combine line and line... Enter the { Your California itemized deductions from Schedule CA (), line ; OR larger of: Your California standard deduction shown below for your filing status: Single or Married/RDP filing separately....$, Married/RDP filing jointly, Head of household, or Qualifying widow(er)...$, If Married/RDP filing separately or the box on line is checked, STOP. See instructions.... { Subtract line from line. This is your taxable income. If less than zero, enter Tax Tax. Check the box if from: m Tax Table m Tax Rate Schedule m FTB m FTB.... Exemption credits. Enter the amount from line. If your federal AGI is more than $,, see instructions..... Subtract line from line. If less than zero, enter Tax. See instructions. Check the box if from: m Schedule G- m FTB A.... Add line and line.... Special Credits Nonrefundable Child and Dependent Care Expenses Credit. See instructions... Enter credit name code and amount... Enter credit name code and amount... To claim more than two credits, see instructions. Attach Schedule P ().... Nonrefundable renter s credit. See instructions... Add line and line through line. These are your total credits.... Subtract line from line. If less than zero, enter Side Form C Page FTB Pub., Part II

12 D SPECIFICATIONS FOR FORM Form Record Layout Your name: Your SSN or ITIN: Other Taxes Alternative minimum tax. Attach Schedule P ()... Mental Health Services Tax. See instructions.... Other taxes and credit recapture. See instructions.... Add line, line, line, and line. This is your total tax.... Payments California income tax withheld. See instructions... CA estimated tax and other payments. See instructions..... Real estate and other withholding. See instructions.... Excess SDI (or VPDI) withheld. See instructions.... Add line, line, line, and line. These are your total payments. See instructions..... Overpaid Tax/ Tax Due Overpaid tax. If line is more than line, subtract line from line.... Amount of line you want applied to your estimated tax... Overpaid tax available this year. Subtract line from line... Tax due. If line is less than line, subtract line from line.... This space reserved for D barcode This space reserved for D barcode Form C Side FTB Pub., Part II Page

13 D SPECIFICATIONS FOR FORM Form Record Layout Your name: Your SSN or ITIN: Use Tax Use Tax. This is not a total line. See instructions... Code Amount California Seniors Special Fund. See instructions... Alzheimer s Disease/Related Disorders Fund... Rare and Endangered Species Preservation Program... California Breast Cancer Research Fund.... California Firefighters Memorial Fund... Emergency Food for Families Fund.... California Peace Officer Memorial Foundation Fund... Contributions California Sea Otter Fund... California Cancer Research Fund... Child Victims of Human Trafficking Fund... School Supplies for Homeless Children Fund.... State Parks Protection Fund/Parks Pass Purchase... Protect Our Coast and Oceans Fund.... Keep Arts in Schools Fund... American Red Cross, California Chapters Fund... California Senior Legislature Fund... Habitat for Humanity Fund... California Sexual Violence Victim Services Fund... Add code through code. This is your total contribution... Side Form C Page FTB Pub., Part II

14 D SPECIFICATIONS FOR FORM Form Record Layout Your name: Your SSN or ITIN: Amount You Owe AMOUNT YOU OWE. Add line, line, and line. See instructions. Do not send cash. Mail to: FRANCHISE TAX BOARD PO BOX SACRAMENTO CA -... Pay online Go to ftb.ca.gov for more information.,, Interest and Penalties Interest, late return penalties, and late payment penalties.... Underpayment of estimated tax. Check the box: m FTB attached m FTB F attached. Total amount due. See instructions. Enclose, but do not staple, any payment... Refund and Direct Deposit REFUND OR NO AMOUNT DUE. Subtract line and line from line. See instructions. Mail to: FRANCHISE TAX BOARD PO BOX SACRAMENTO CA -...,, Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a deposit slip. See instructions. Have you verified the routing and account numbers? Use whole dollars only. All or the following amount of my refund (line ) is authorized for direct deposit into the account shown below: Type Routing number m Checking Account number Direct deposit amount m Savings,, The remaining amount of my refund (line ) is authorized for direct deposit into the account shown below: Type Routing number m Checking Account number Direct deposit amount m Savings,, IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return. Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Your signature Date Spouse s/rdp s signature (if a joint tax return, both must sign) X Sign Here It is unlawful to forge a spouse s/rdp s signature. Joint tax return? (See instructions.) Your address (optional). Enter only one address. Daytime phone number (optional) Paid preparer s signature (declaration of preparer is based on all information of which preparer has any knowledge) Firm s name (or yours, if self-employed) Firm s address ( ) PTIN FEIN Do you want to allow another person to discuss this tax return with us? See instructions.... m Yes m No Print Third Party Designee s Name Telephone Number X ( ) Form C Side FTB Pub., Part II Page

15 FORM BARCODE PLACEMENT Form Barcode Placement Side Specifications : Use Courier -point font for CTP ID and Doc. ID (print line ). Print Begin Maximum End Line Print Field Print Field Number Identification Position Position - Blank lines Anchor Mark Anchor mark, Conventional form size/style - Blank lines - D BARCODE Conventional form size/style - Blank lines - D BARCODE Conventional form size/style Blank line Bottom Registration Mark, Anchor Mark, End of bottom registration mark, anchor - and conventional form mark and conventional form size/style CTP ID (mandatory) Numeric Doc. ID (mandatory) Numeric, (Side ) Page FTB Pub., Part II

16 FTB Pub., Part II Page FORM BARCODE PLACEMENT Form Barcode Placement Side Record Layout Note: Record Layout is Reduced D BARCODE D BARCODE