Get Ca Form Ftb 3801-cr 2023-2025

This guide provides a clear and supportive overview of how to fill out the CA Form FTB 3801-CR online. Designed for users of all experience levels, it assists in navigating the entire process of completing this important tax form effectively.

Follow the steps to successfully complete and submit your form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with filling out your name(s) as shown on your tax return at the top of the form.
3. In Part I, enter your Social Security number (SSN), Individual Taxpayer Identification Number (ITIN), Federal Employer Identification Number (FEIN), or California corporation number as applicable.
4. Complete the worksheets referenced in the form's instructions to calculate your passive activity credits, using California amounts.
5. For credit from rental real estate activities, fill lines 1a through 1c with the relevant amounts from federal Worksheet 1.
6. Proceed to complete lines 2a through 2c for Low-Income Housing Credits, pulling amounts from federal Worksheet 2.
7. Continue filling in lines 3a through 3c for Low-Income Housing Credits for property placed in service after 1989, using federal Worksheet 3 values.
8. Next, complete lines 4a through 4c for all other passive activity credits from federal Worksheet 4.
9. Sum the totals from lines 1c, 2c, 3c, and 4c in line 5.
10. Fill in line 6 with the tax attributable to net passive income, then subtract this from the total in line 5 for line 7.
11. Move to Part II and complete it if you have an amount on line 1c, starting with line 8 based on the smaller of line 1c or line 7.
12. Follow through lines 9 to 16 to calculate any special allowances for rental real estate activities with active participation.
13. In Part III, write down your passive activity credits allowed by adding line 6 and line 16.
14. If needed, consult Worksheets 5 through 9 from the federal Form 8582-CR for allocating credits.
15. Finally, review the form for accuracy, and once satisfied, save your changes, download, print, or share the completed form as required.

Start filling out your CA Form FTB 3801-CR online today for a smoother tax filing experience.