When filing a tax return you usually claim credits to help to help with your particular financial situation. It could be that your income is below a certain limit. It could also be that you are being double taxed because you also paid tax in another state for the same item. There are various reasons for a credit. Whatever the credit may be, you want to make sure you know that it exists so you will not missed claiming it on your income tax return.

Most forms are in Adobe Acrobat PDF format. You will need Adobe Reader to view and print these forms. If you do not already have Adobe Reader installed on your computer, you may download the software for free.

 

You need FTB 540/540A Booklet, Publication FTB 1005, and Form 1040 Instructions to complete this assignment.

Forms you will need: Form 540, Schedule CA, and Form 1040.

Address information on W2 is current. Mr. Watson received Social Security benefits.

Mr. Watson paid $ 6,000 rent for all of 2011.

Mr. Watson's date of birth is April 6, 1944.

Get all basic information from form, including income information.

Tax Return Situation 2:

Andy Brown (SSN 572-03-3300) lives with Samantha Garcia (SSN 578-58-8471) with whom he has three children. Andy and Samantha are not married.

The children are:

Andy's Income:

Andy and Samantha agreed that she would take care of the kids and that Andy would support the family. 

Get all their basic information from the following W2, including income information.

1. Look at the Form 540 you prepared for Jose and Sara Cuevas. What is the amount on Form 540, Line 12?

Please Note:  If you filled out the answers directly on this page, please print this page or write down the answers before you proceed to submit them by clicking on "Assignment" in step 2 above.