Downloads for 2012 Editions of California Supplement
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California Supplement not yet available for the new filing season.
The downloads on this page are only for California Supplement for Form 540 returns.
Downloads for Tax Preparer for Form 1040 returns are found on the
Main Downloads page.
Downloads for the Partnership Edition for Form 1065 returns are found on the
Partnership Downloads page.
No downloads yet available.
There are a number of peculiarities of California e-file that can make it more difficult to generate an
FTB-accepted return that it is to generate an IRS-accepted return. In fact, most of the following common
error codes are a direct result of unduly restrictive requirements placed on e-file by the FTB, and
four of these errors are even in the FTB list of their five most common errors (listed below in
numerical order of the error code).
- Error code 013 in field 0363 of Form W-2. For an e-file return, line 14a of our W-2 Worksheet
for our California e-file form is reserved for reporting state disability insurance paid. As result, the error
can arise for one of two reasons:
- Use of line 14a for a non-SDI amount. Even when a non-SDI amount is listed first in box 14 of a
taxpayer's Form W-2, you must report the type and amount in line 14b or 14c instead.
- Entering a type for line 14a that is not an FTB-sanctioned indicator for SDI. The only FTB-allowed
entries for type in line 14a are CASDI, SDI, VPDI, VD, VP, and VI. No spaces or hyphens are allowed. The
entry of any other type will result in the cited error.
Whatever the reason for the error, the solution is easy. Just access the offending W-2 Worksheet from screen 3
of the California e-file form and alter the entries for lines 14a, 14b, and 14c as necessary.
- Error code 123 in Form W-2. This error can arise when a blank W-2 is transmitted with the return.
A blank W-2 is generally created by accident when you access a W-2 Worksheet and accidently create an additional
one by paging past the end of the valid W-2. To correct this error you must access the W-2 Worksheets from
screen 3 of the California e-file form and remove any blank W-2 worksheets with the Remove Key (ctrl-R or shift-F3).
- Error code 521 in field 0360 of Form 540. This error means that the sum of state withholding
on W-2 (box 17), W-2G (box 14), and 1099-R (box 10) worksheets for our California e-file form is not equal to the total
for state withholding at line 71 of Form 540. This error is a common consequence of the
deviations caused by rounding to the nearest dollar. Because the FTB does not recognize the inevitability of such
rounding errors, when you encounter this error you must change the withholding
amounts on the worksheets for our California e-file form to whole dollar amounts that, when added together, total the amount on
line 71 of Form 540.
- Error code 522 in Schedule CA. This error is caused by using release 2005.01 to generate e-file output
for California. You must update to a later release in order to avert this error.
- Error code 530 in field 0200 of Form 540.
This error means that the sum of state wages (box 16) on the W-2 worksheets for our California e-file form is not equal to the total for
State Wages on line 12 of Form 540. There are two common causes for this error:
- Differences caused by rounding to the nearest dollar. Unlike the IRS, the FTB does not seem to
recognize that their requirement to report only dollar amounts for e-file can lead to deviations of a dollar
or so between a total and the sum of the individual parts. As a result, you must sometimes change the amounts
on the W-2 worksheets for our California e-file form to whole dollar amounts that, when added together, total the amount on
line 12 of Form 540.
- Differences between state and federal wages. Because only federal wages are available on Form 1040
for translation to Form 540, the federal wages are initially used in place of state wages at line 12 of Form 540.
Therefore, if a taxpayers's W-2 shows that state wages (box 16) are different from federal wages (box 1),
you must itemize to the W-2 worksheets at line 12 of Form 540, check that the proper
state wages are entered on line 16 of the worksheets, then escape back to Form 540. The proper state total should
now appear at line 12 of Form 540 and should agree with the wages entered on the W-2 worksheets for our California e-file form within
a dollar or so. (If they don't agree precisely, see the preceding bullet for more information.)
- Error code 543 in field 42 of Form 540. This error arises when the spouse's last name is a compound name
(such as JONES-SMITH), and is a result of an FTB restriction on last names that is contrary
to the acceptable IRS format. The FTB allows no hyphens or spaces in a last name. As a result, you must go to
screen 1 of the California Form 540 and remove all punctuation or spaces from the spouse's last name
(such as JONESSMITH in place of JONES-SMITH).
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