Get Ca Schedule X 2024-2025

Filling out the CA Schedule X online can facilitate the process of amending your tax return. This guide will provide you with clear and concise steps to ensure that you accurately complete each section of the form.

Follow the steps to fill out the CA Schedule X with ease.

1. Click ‘Get Form’ button to access the CA Schedule X and open it in your digital workspace.
2. Enter your name(s) as shown on the amended tax return and provide your social security number (SSN) or individual tax identification number (ITIN) in the designated fields.
3. In Part I, Financial Adjustments – Reconciliation, input the amount you owe as indicated on the amended tax return.
4. Next, report any overpaid tax, if applicable, as shown on your original tax return or previously adjusted by the Franchise Tax Board (FTB).
5. Add the amounts from lines 1 and 2; result will populate in line 3.
6. Record the refund amount as indicated on your amended tax return in line 4.
7. Include any additional tax paid post-filing in line 5, excluding penalties and interest.
8. Add the values from lines 4 and 5; the total will appear in line 6.
9. Calculate the amount you owe by subtracting line 6 from line 3 if line 3 exceeds line 6; this will go in line 7.
10. Indicate any penalties or interest charges in lines 8a and 8b, if they apply.
11. If applicable, compute the refund subtotal by subtracting line 3 from line 6, which will appear in line 9.
12. Specify the amount from line 9 you wish to apply to your 2025 estimated tax in line 10.
13. Fill out line 11 to finalize your refund amount.
14. In Part II, check all reasons that apply for amending your return. Provide additional explanations as necessary.
15. Once all fields are completed, review the form for accuracy, then save your changes, download, print, or share the completed form as needed.

Complete your CA Schedule X online today for a streamlined amendment process.