| Government Form |
|
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|---|---|---|---|---|
| Worksheet | Section | Field | ||
| Estimate Tax Worksheet | ||||
| 1 | Form 540, Line 17 | |||
| OR | ||||
| Form 540NR, Line 17 | ||||
| California > Estimates/Underpayments | Estimate Preparation |
Exclude Sch D income or loss Change in AGI |
||
| 2a | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Itemized deductions - Override | ||
| 2b | Calculated | |||
| 2c | Calculated | |||
| 3 | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Change in taxable income | ||
| 4 | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Tax on the amount of worksheet, Line 3 - Override | ||
| 5a | Sch CA (540NR), Part IV, Line 5 | |||
| California > Estimates/Underpayments | Estimate Preparation |
Make estimated tax equal to overpayment Change in AGI Itemized deductions - Override Change in California source AGI (nonresident only-Override Tax on the amount of worksheet, Line 3-Override |
||
| 5b | Calculated | |||
| 5c | Calculated | |||
| 6a | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Change in number of exemptions adjusts number of exemptions | ||
| 6b | Calculated | |||
| 7 | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Change in number of exemptions adjusts number of exemptions | ||
| 8 | Calculated | |||
| 9 | California > Taxes | Other Taxes | Accumulation distribution throwback tax (5870A) | |
| California > Estimates/Underpayments | Estimate Preparation | Tax on accumulation distribution of trust - Override | ||
| 10 | Calculated | |||
| Sch P (540), page 2, column b of Lines 7, 14, 15, and 16 | ||||
| OR | ||||
| Sch P (540NR), page 3, column b of Lines 7, 14, 15, and 16 | ||||
| California > Estimates/Underpayments | Estimate Preparation | Credits for joint custody head of household, etc - Override | ||
| 11 | Calculated | |||
| 12 | Calculated | |||
| 13 | Sch P (540), page 2, column b of Lines 4 through 6, 8 through 11, and 17 through 25 | |||
| OR | ||||
| Sch P (540NR), page 3, column b of Lines 4 through 6, 8 through 11, and 17 through 25 | ||||
| California > Estimates/Underpayments | Estimate Preparation | Other state tax credit, etc.- Override | ||
| 14 | Calculated | |||
| 15 | Income > Installment Sales | Other Options | State use | |
| California > Taxes | Other Taxes | Interest on deferred tax from installment obligations - Override | ||
| California > Estimates/Underpayments | Estimate Preparation | Interest on deferred tax from certain installment obligations-Override | ||
| 16 | Form 540, Line 61 | |||
| OR | ||||
| Form 540NR, Line 71 | ||||
| California > Estimates/Underpayments | Estimate Preparation | Alternative minimum tax - Override | ||
| 17 | Form 540, Line 62 | |||
| OR | ||||
| Form 540NR, Line 72 | ||||
| California > Estimates/Underpayments | Estimate Preparation | Mental health services tax - Override | ||
| 18 | Calculated | |||
| 19a | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Use 100% of 2021 estimated tax in estimated calculation | ||
| 19b | Calculated | |||
| 19c | Form 540, Line 17 or | |||
| Form 540NR, Line 32 | ||||
| 19d | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Use greater of 2021 estimated tax or current year tax, to use greater of Line 19a or 19b | ||
| 19e | Calculated | |||
| 19f | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Use greater of 2021 estimated tax or current year tax, to use greater of Line 19a or Line 19e | ||
| 20 | Income > Interest | Interest (Schedule B) > Detail > IRS 1099-INT | State withholding | |
| Income > Dividends | Dividends (Schedule B) > Detail > IRS 1099-DIV | State Withholding | ||
| Taxes > Retirement Plan Taxes | Early Distributions | State withholding | ||
| Foreign > Expatriate Wages | Wages | State tax withheld | ||
| Income > Other Income | Gambling Winnings > Detail | State income tax withheld | ||
| Income > Wages, Salaries and Tips | Wages and Salaries > Detail > IRS W-2 | State income tax | ||
| Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities, and IRAs > Detail > IRS 1099-R | State tax withheld | ||
| Income > Other Income | Miscellaneous Income (IRS 1099-MISC) > Detail > IRS 1099-MISC | State income tax withheld | ||
| Income > Other Income | Miscellaneous Income (IRS 1099-NEC) > Detail > IRS 1099-NEC | State income tax withheld | ||
| Income > Gains and Losses | Capital Gains and Losses | State tax Withheld | ||
| Income > Partnership Passthrough | Activity | Income tax withheld - State | ||
| Income > S Corporation Passthrough | Activity | Income tax withheld - State | ||
| Income > Consolidated 1099 | Form 1099-INT Interest Income | State Withholding | ||
| Income > Consolidated 1099 | Form 1099-DIV Dividend Income | State Withholding | ||
| Income > Consolidated 1099 | Form 1099-MISC Miscellaneous Income | State income tax withheld | ||
| California > Estimates/Underpayments | Estimate Preparation | Withholding - Override | ||
| 21 | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation |
Make estimated tax equal to overpayment to make equal to overpayment Net estimated tax - Override |
||
| 22 | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Round estimated tax payment | ||
| Record of Estimated Tax Payments | ||||
|
Note: Columns c and d will not be completed if overrides are entered in California Estimates/Underpayments > Estimate Preparation > Amount/Percent - Voucher 1-4. |
||||
| 1(a) | Calculated | |||
| 1(b) | N/A | |||
| 1(c) | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Amount/Percent - Override | ||
| 1(d) | California > Estimates/Underpayments | Estimate Preparation |
Application of overpayment code Amount of overpayment to apply to estimate |
|
| 1(e) | Calculated | |||
| 2(a) | Calculated | |||
| 2(b) | N/A | |||
| 2(c) | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Amount /Percent - Override | ||
| 2(d) | California > Estimates/Underpayments | Estimate Preparation |
Application of overpayment code Amount of overpayment to apply to estimate |
|
| 2(e) | Calculated | |||
| 3(a) | Calculated | |||
| 3(b) | N/A | |||
| 3(c) | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Amount /Percent - Override | ||
| 3(d) | California > Estimates/Underpayments | Estimate Preparation |
Application of overpayment code Amount of overpayment to apply to estimate |
|
| 3(e) | Calculated | |||
| 4(a) | Calculated | |||
| 4(b) | N/A | |||
| 4(c) | Calculated | |||
| California > Estimates/Underpayments | Estimate Preparation | Amount /Percent - Override | ||
| 4(d) | California > Estimates/Underpayments | Estimate Preparation |
Application of overpayment code Amount of overpayment to apply to estimate |
|
| 4(e) | Calculated | |||
| Total (c) | Calculated | |||
| Total (d) | Calculated | |||
| Total (e) | Calculated | |||
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