Form 540X C1 2015 Side 1
TAXABLE YEAR
Amended Individual Income Tax Return
CALIFORNIA FORM
540X
3151153
Fiscal year filers only: Enter month of year end and year (mm/yyyy) ________________. BE SURE TO COMPLETE AND SIGN SIDE 3
Your first name
Initial
Last name
Suffix Your SSN or ITIN
If joint tax return, spouse’s/RDP’s first name
Initial
Last name Suffix Spouse’s/RDP’s SSN or ITIN
Additional information (See instructions)
PBA code
Street address (number and street) or PO bo
x
Apt. no./ste. no. PMB/private mailbox
City (If y
ou have a foreign address, see page 2)
State ZIP code
Foreign country name Foreign province/state/county Foreign postal code
a Have you been advised that your original federal tax return has been, is being, or will be audited? ....................... Yes No
b Filing status claimed on:
Original tax return
Single Married/RDP filing jointly Married/RDP filing separately Head of household Qualifying widow(er)
Amended tax return Single Married/RDP filing jointly Married/RDP filing separately Head of household Qualifying widow(er)
c If for the year you are amending, you (or your spouse/RDP) can be claimed as a dependent on someone else’s tax return, check this box..........
d If claiming head of household, enter name and relationship of qualifying person on: Original tax return
Amended tax return
If amending Form 540NR, see General Information D.
If amending Forms 540 2EZ, 540, or 540A, see the instructions for lines 1 through 6.
All filers: Explain changes on Side 3 and attach your supporting documents.
A.
As originally reported/
adjusted by the FTB
See instructions
B.
Net change.
Explain on Side 3,
Part ll, line 5
C.
Correct amount
1 a State wages. See instructions 1a
b Federal adjusted gross income. See instructions
1b
2 CA adjustments. Get specific instructions on Form 540A or Sch. CA (540).
a
2aCalifornia nontaxable interest income
b State income tax refund 2b
c Unemployment compensation 2c
d Social Security benefits 2d
e Other (list)
2e
3 Total California adjustments. Combine line 2a through line 2e. See instructions
3
4 California adjusted gross income. Combine line 1b and line 3. See instructions 4
5 California itemized deductions or California standard deduction. See instructions 5
6 Taxable income. Subtract line 5 from line 4. If less than zero, enter -0- 6
7 a Tax method used for line 7b, column C. See instructions 7a
TT FTB 3800 FTB 3803
b Tax. See instructions
7b
8 Exemption credits. See instructions
8
9 Subtract line 8 from line 7b. If less than zero, enter -0-
9
10 Tax from Schedule G-1 and form FTB 5870A. See instructions
10
11 Add line 9 and line 10 11
12 Special Credits and Nonrefundable Credits. See instructions 12
13 Subtract line 12 from line 11. If less than zero, enter -0-
13
14 Other taxes (alternative minimum tax, credit recapture, etc.). See instructions 14
15 Mental Health Services Tax. See instructions..............................15
16 Total tax. Add line 13, line 14, and line 15.
If amending Form 540NR. See instructions 16
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Side 2 Form 540X C1 2015 3152153
17 California income tax withheld. See instructions 17
18 Withholding (Form 592-B and/or 593). See instructions 18
19 Excess California SDI (or VPDI) withheld. See instructions 19
20 Estimated tax payments and other payments. See instructions 20
21
Refundable Credits. See instructions
21
Child and Dependent Care Expenses Credit (CDCE)
22 23 24 $
25
California Earned Income Tax Credit (EITC). See instructions
25
26 Tax paid with original tax return plus additional tax paid after it was filed. Do n
_________________
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ot include penalties and interest. ............... 26
27 Total payments. Add lines 17, 18, 19, 20, 21, 25, and 26 of column C 27
28 Overpaid tax, if any, as shown on original tax return or as previously adjusted by the FTB. See instructions 28
29 Subtract line 28 from line 27. If line 28 is more than line 27. See instructions 29
30 Use tax payments as shown on original tax return. See instructions 30
31 Voluntary contributions as shown on original tax return. See instructions 31
32 Subtract line 30 and line 31 from line 29 32
Your name: Your SSN or ITIN:
33 AMOUNT YOU OWE. If line 16, column C is more than line 32, enter the difference
and see instructions 33
34 Penalties/Interest. See instructions: Penalties 34a Interest 34b 34c
35 REFUND. If line 16, column C is less than line 32, enter the difference. See instructions 35
Part I Nonresidents or Part-Year Residents Only
Attach and enter the amounts from your revised Short or Long Form 540NR and Schedule CA (540NR). Your amended tax return cannot be processed without
this information.
1 Exemption amount 1
2 Federal adjusted gross income 2
3 Adjusted gross income from all sources 3
4 Itemized deductions or standard deduction 4
5 California adjusted gross income 5
6 Tax from Schedule G-1 and form FTB 5870A 6
7 Special credits and nonrefundable renter’s credit 7
8 Alternative minimum tax 8
9 Mental Health Services Tax 9
10 Other taxes and credit recapture 10
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Form 540X C1 2015 Side 3
Your name: Your SSN or ITIN:
Part II Explanation of Changes
1 Enter name(s) and address as shown on original return below (if same as shown on this tax return, write “Same”). If changing from
separate tax returns to a joint tax return, enter names and addresses from original tax returns.
2 Are you filing this Form 540X to report a final federal determination? Yes No
If “Yes,” attach a copy of the final federal determination and all supporting schedules and data.
3 Have you been advised that your original California tax return has been, is being, or will be audited? Yes No
4 Did you file an amended tax return with the Internal Revenue Service on a similar basis? See General Information E Yes No
5 Explanation and Attachments. Explain your changes below. If needed, attach a separate sheet that includes your name and SSN or
ITIN.
Explain in detail each change made. Include:
Item being changed.
Amount previously reported and corrected amount.
Reason the change was needed.
Attach:
Revised California tax return including all forms and schedules.
Federal tax return and schedules if you made changes.
Supporting documents, such as corrected W-2s, 1099s, K-1s, etc.
To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to ftb.ca.gov
and search for privacy notice. To request this notice by mail, call 800.852.5711.
Under penalties of perjury, I declare that I have filed an original tax return and I have examined this amended tax return, including accompanying
schedules and statements, and to the best of my knowledge and belief, this amended tax return is true, correct, and complete.
Your signature Date Spouse’s/RDP’s signature (if a joint tax return, both must sign)
Sign
Here
I
t is unlawful
to forge a
spouse’s/RDP’s
signature.
Your email address (optional). Enter only one email address. Daytime phone number (optional)
Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)
Where to File
Form 540X
Firm’s name (or yours, if self-employed) PTIN
Firm’s address FEIN
Do not file a duplicate amended tax return unless one is requested. This may cause a delay in processing your amended tax return and any claim for refund.
If you are due a refund, have no amount due, or paid electronically,
mail your tax return to:
If you owe, mail your return and check or money order to:
FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001
FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001
( )
X X
3153153
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