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| one-half the household expenses for your dependent mother's or father's home, whether or not they lived in your home. |
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Your federal tax return does not allow an excess SDI credit. That must be so due to the fact that federal does not have SDI withholding. You may be entitled to claim a credit for excess SDI (or VPDI) only if more than 1.0% of your wages was over withheld from more than one employer. You only have to worry about calculating this if you received more than $101,636 in wages and if you had more than one employer. If you only had one employer and the withholding was more than 1.0% was withheld, then you need to ask your employer to refund the overwithheld amount. |
| If you and your spouse paid joint estimated taxes but are now filing separate income tax returns, one of you may claim the entire amount paid or both can split the amounts in whichever way you wish. |
| You have the freedom to contribute to your account as your wish. Things do happen. If you and your spouse are both contributing by making estimated tax payments and then later divorce or file your tax returns as married filing separately, you can decide how to treat the estimated payments made to the account. The problem would arise when the married couple is fighting or don't agree as to how to allocate the payments. |
| Attach a doctor's statement to the back of Form 540 indicating that you or your spouse are visually impaired the first time you file a tax return to claim the blind exemption credit. |
| If you attach a doctor's statement every time you file your tax return, you will just be creating extra work for everyone. Once you attach the doctor's statement the first time, you will have set a trigger in the account and therefore, there is no need for any more attachments. |
| What if I can't file by April 15, 2015, and think I owe tax? You can estimate the amount you owe by completing Form 3519 and sending the estimated amount with your extension of time file. You do not have to file until you are ready to file but do have to pay by the original due date. You will not be able to avoid penalties or interest by just filing on time without sending in the money. Once you are ready to file or once the automatic extension time is up, you must indicate on that form that you have paid the amount owed in a timely manner. |
| If all your Form W-2s were not received by January 31, 2015, you need to file your tax return with the Forms W-2 you receive and also with the Form W-2s you did not received. You should be able to get a copy by visiting your employer. If, after you tried to get the form, you were not successful, then you can file a substitute Form W2. This substitute Form W-2 can be used for both your federal tax return and your state tax return. |
| Therefore, if you never received a Form W-2 and you asked your employer for one and employer refuses to issue a form, you should complete Form FTB 3525 with your wage and withholding information in order for you to file your tax return. |
| You don't always have to prepare your tax return in the same manner as your prepare your federal. For example, if you didn't itemize deductions on your federal tax return it is possible to itemize deductions on your California tax return. |
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The head of household filing status is for taxpayers who are either unmarried and or meet the requirements to be considered unmarried or considered not in a registered domestic partnership and maintain a home for a relative who lived in them for more than half the year. |
| Copyright © 2015 [Hera's Income Tax School]. All Annual Federal Tax Refresher Course rights reserved. |
| Revised: 07/09/15 |
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