| Government Form |
|
|||
|---|---|---|---|---|
| Worksheet | Section | Field | ||
| Name(s) as Shown on Return | General > Basic Data | General |
First name and initial > Taxpayer Last name > Taxpayer First name and initial > Spouse or Last name > Spouse if Last name > Spouse is blank |
|
| Your Social Security Number | General > Basic Data | General | Social security number > Taxpayer | |
| Part I | ||||
|
Note: Preference items and adjustments attributable to any trade or business will be excluded if aggregate gross receipts, less returns and allowances, is less than $1,000,000. |
||||
| 1 | Calculated | |||
| 2 | Calculated | |||
| 3 | Schedule CA (540), Part II, lines 5b and 5c, column A | |||
| 4 | Calculated based on Schedule CA (540), Part II, lines 8a, 8b or 8c column A plus column C | |||
| Sch. A - Itemized Deductions | Mortgage Interest (IRS 1098-MIS) > IRS 1098-MIS Additional Information | Amount if Mortgage interest option is not blank | ||
| Sch. A - Itemized Deductions | Home Mortgage Interest Paid to a Financial Institution and Deductible Points | Amount if Int Code is not blank | ||
| Sch. A - Itemized Deductions | Other Home Mortgage Interest Paid | Amount if Mortgage interest option is not blank | ||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences |
Excess of mortgage interest over mortgage interest used for investment or Excess of mortgage interest over mortgage interest not used for investment |
||
| 5 | Schedule CA (540), Part II, line 25 | |||
| 6 | Taxes > Alternative Minimum Tax | Other | Other tax preferences - state use | |
| 7 | Calculated based on Form 3526 AMT | |||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Investment interest - adjustment | ||
|
Any of the following passthroughs: Income >
|
At-Risk Carryovers | Estate tax deduction | ||
| IF | ||||
|
Any of the following passthroughs: Income >
|
At-Risk Carryovers | Investment interest | ||
| 8 | Calculated based on Form 3885A | |||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Post-1986 depreciation - adjustment | ||
| 9 | Calculated based on Sch D AMT and Sch D-1 AMT | |||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Disposition of property – adjustment | ||
| If activity is nonpassive | ||||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Interest from special private activity bonds exempt from the regular tax - adjustment | ||
| Income > Partnership Passthrough | Property and Cost Depletion | |||
| If activity is nonpassive | ||||
| Income > S Corporation | Activity | Adjusted gain or loss - State | ||
| If activity is nonpassive | ||||
| 10 |
Any of the following passthroughs: Income >
|
Activity | Self-charged passive interest expense | |
| If activity is nonpassive | ||||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Exercise of incentive stock options | ||
|
Income >
|
Activity | Investment interest | ||
| If activity is nonpassive | ||||
| California > Income/Deductions | Other Income and Deductions | Exclusion for compensation for exercising a California Qualified Stock Option | ||
| 11 | Calculated based on Form 3801 AMT | |||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Estates and trusts, amount from Schedule K-1 (Form 1041), line 12 adjustment | ||
|
Any of the following passthroughs: Income >
|
Activity |
Depreciation adjustment on property placed in service after 1986 Adjusted gain or loss Depletion (other than oil, gas, and geothermal properties Interest deduction adjustment Incentive stock options Passive activities Charitable contributions (state use only) Post 1986 circulation expenditures Installment sales of certain properties Long-term contracts (after 02/28/86) Loss limitations Post 1986 mining costs Post 1986 research and experimental Other |
||
| 12 |
Any of the following passthroughs: Income >
|
Activity |
Adjustments and Preferences Circulation cost - adjustment |
|
| Income > Partnership Passthrough | Activity | Post 1986 circulation expenditures | ||
| Income > S Corporation | Activity | Post 1986 circulation expenditures | ||
| If activity is nonpassive | ||||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Circulation expenditures | ||
| 13a | Taxes > Alternative Minimum Tax | Adjustments and Preferences | Circulation cost - adjustment | |
|
Income >
|
Activity | Post 1986 circulation expenditures | ||
| If activity is nonpassive | ||||
| California > Taxes | Alternative Minimum Tax Overrides | Circulation expenditures | ||
| 13b | Calculated based on entries on the following: | |||
|
Any of the following passthroughs: Income >
|
Activity | Depletion (other than oil and gas) | ||
| If activity is nonpassive | ||||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Depletion - adjustment | ||
|
Income >
|
Activity | Depletion (other than oil and gas) | ||
| California > Taxes | Alternative Minimum Tax Overrides | Depletion | ||
| 13c | Calculated based on Form 3805E | |||
|
Any of the following passthroughs: Income >
|
Activity | Installment sales of certain properties | ||
| If activity is nonpassive | ||||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Income from certain installment sales before 1/1/87 - adjustment | ||
|
Income >
|
Activity | Installment sales of certain properties | ||
| California > Taxes | Alternative Minimum Tax Overrides | Installment sales | ||
| 13d | Calculated based on entries on Passthrough worksheets. | |||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Intangible drilling costs preference - override | ||
| California > Taxes | Alternative Minimum Tax Overrides | Intangible drilling costs | ||
| 13e |
Any of the following passthroughs: Income >
|
Activity | Long-term contracts (after 02/28/86) | |
| If activity is nonpassive | ||||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Long-term contracts - adjustment | ||
| California > Taxes | Alternative Minimum Tax Overrides | Long-term contracts | ||
| 13f |
Any of the following passthroughs: Income >
|
Activity |
Depreciation adjustment on property placed in service after 1986 Adjusted gain or loss Depletion (other than oil, gas, and geothermal properties Interest deduction adjustment Incentive stock options Passive activities Charitable contributions (state use only) Post 1986 circulation expenditures Installment sales of certain properties Long-term contracts (after 02/28/86) Loss limitations Post 1986 mining costs Post 1986 research and experimental Other |
|
| If activity is nonpassive and at-risk | ||||
|
Any of the following passthroughs: Income >
|
Activity | Loss limitations | ||
| California > Taxes | Alternative Minimum Tax Overrides | Loss limitations | ||
| 13g |
Any of the following passthroughs: Income >
|
Activity | Post 1986 mining costs | |
| If activity is nonpassive | ||||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Mining cost – adjustment | ||
|
Any of the following passthroughs: Income >
|
Activity | Post 1986 research and experimental | ||
| If activity is nonpassive | ||||
| California > Taxes | Alternative Minimum Tax Overrides | Mining costs | ||
| 13h | California > Taxes | Alternative Minimum Tax Overrides | Patron's adjustment | |
| 13i | California > Taxes | Alternative Minimum Tax Overrides | Pollution control facilities | |
| 13j |
Any of the following passthroughs: Income >
|
Activity | Post 1986 research and experimental | |
| If activity is nonpassive | ||||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Research and experimental cost - adjustment | ||
| California > Taxes | Alternative Minimum Tax Overrides | Research and experimental | ||
| 13k | California > Taxes | Alternative Minimum Tax Overrides | Tax shelter farm activities | |
| 13l | Calculated based on Sch D AMT (allowed loss) | |||
| Taxes > Alternative Minimum Tax | Adjustments and Preferences | Other adjustments, including income-based related adjustment | ||
| California > Taxes | Alternative Minimum Tax Overrides | Other adjustments, including income-based related adjustment | ||
| 13 | Calculated | |||
| 14 | Calculated | |||
| 15 | Calculated | |||
| 16 | Calculated | |||
| 17 | Calculated based on net business income from Sch C, Sch E (page 1) and Sch F including net gain or loss from sale of assets | |||
| Sch E, page 2 activities are only included if aggregate gross receipts are entered in Passthough Worksheet > Activity > State use – amount. | ||||
| California > Taxes > Taxes > Alternative Minimum Taxable Income Exclusion can be used to modify calculation | ||||
| California > Taxes | Alternative Minimum Taxable Income Exclusion | Gross receipts greater than $1,000,000 - Override | ||
| 18 | Calculated | |||
| 19 | Calculated | |||
| 20 | Calculated | |||
| 21 | Calculated | |||
| Part II | ||||
| 22 | Calculated | |||
| 23 | Calculated | |||
| 24 | Calculated | |||
| 25 | Calculated | |||
| 26 | Calculated | |||
| Product Support - support.cch.com/axcess Customer Support Knowledge Base - support.cch.com/kb Customer Support Contacts - support.cch.com/contact |