Get California Schedule

Filling out the California Schedule (Form 540NR) can seem complex, but this guide aims to simplify the process. This schedule is necessary for nonresidents or part-year residents completing their tax returns in California, particularly regarding the alternative minimum tax and credit limitations.

Follow the steps to complete the form accurately and efficiently.

1. Click the ‘Get Form’ button to obtain the California Schedule form and open it in the editor.
2. Enter your social security number (SSN) or individual taxpayer identification number (ITIN) as specified on the form.
3. Provide your name as shown on Long Form 540NR, ensuring it matches the official documents.
4. Complete Part I for Alternative Minimum Taxable Income (AMTI). If you itemized deductions, proceed with lines 1 through 5 where you will enter relevant amounts based on your tax situation.
5. If you did not itemize deductions, enter your standard deduction on line 1 and skip to line 6. Complete lines 2 through 6 by following the instructions for each section carefully.
6. Move to Part II and fill out the Alternative Minimum Tax (AMT) section, starting with line 22. You will calculate exemption amounts depending on your filing status.
7. Continue through lines 23 to 42, making sure to read the instructions accompanying each field to ensure accurate reporting.
8. Finally, complete Part III for credits that reduce tax. Enter all amounts from forms as instructed, making sure to provide any required documentation.
9. Once all parts are filled out completely, double-check your entries for accuracy before saving, downloading, printing, or sharing the completed form.

Start filing your California Schedule online today for a seamless tax experience.