Have a Tax Question? Ask a Tax Expert
Hi and welcome to Just Answer!Please provide additional information about your adjustments.Here is Schedule CA (540) fo 2009 - https://www.ftb.ca.gov/forms/2009/09_540ca.pdfPlease take a look at your 2009 tax return and post here line numbers and amounts in each column.I will help you to determine the exact reason.
Sure - take your time. I may need to ask additional questions - so keep your tax documents handy.
I may not accept email from you. However - you may place an image here.
Sure - take your time. Be sure remove all personal information.
it is OK.
I am not clear... I need only form Schedule CA (540) fo 2009,It starts with line 7 - what do you have on line 7?
form Schedule CA (540) for 2009 - there are three columns:- line 7 (A)=196; (B)= zero (C)=zero - is that correct?
I suspect that you are looking at a different form.I am asking about this form - https://www.ftb.ca.gov/forms/2009/09_540ca.pdf Please take a look at this form - and find it in your tax return.
You wrote - The reason is "You did not provide substantiation for the income adjustments claimed on your Schedule CA (540), Califonia Adjustments - Residents"I just need to see that form... Do you have it?
which forms do you have with your 2009 tax return? Just list all forms.
At this moment - we only looking at CA tax forms...So - you used only form 540 - which is California Resident Income Tax Return.3582 is Payment Voucher and 8453 is e-file Return Authorization - so we would not look at these forms.As you told that you were a nonresident - you should not use form 540 for your joint tax return - but instead - should use form 540NR - here how it looks - https://www.ftb.ca.gov/forms/2009/09_540nrlong.pdfPlease verify if you actually used form 540 or 540NR?
If you were Active Duty military - your residency is based on you home of record?
As stated, "540 C1 2009" - I guess that you filed form 540NR - here how it looks - https://www.ftb.ca.gov/forms/2009/09_540nrlong.pdf - Please verify if you actually used this form?
Is this the form that you used - https://www.ftb.ca.gov/forms/2009/09_540.pdf
If you want to claim yourself as a nonresident - you need to use form 540NR - seems that was the issue...Form 540 that you used is for residents only.
Any tax preparation service may help. What you need to do - amend your CA tax return - form 540X.And be sure to attach form Schedule CA (540NR) - and subtract your income from total because you were nonresident in 2009.
I will give you references to these forms. just a sec...
Get the 540NR Tax Booklet for nonresidents or part-year residents, including all its forms, schedules, and instructions - https://www.ftb.ca.gov/forms/2009/09_540nrbk.pdf
To summarize - you prepare your tax return as if you both are residents - but included only income of your spouse. To correct the issue - you need to use form 540NR - report all income and then - adjust it by subtracting your income - that is the purpose of Schedule CA (540NR). So seems as there was a mistake - and here the way to correct it.