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See also: 1040 California frequently asked questions

Overview

Use this screen to calculate Schedules CA and P. Amounts that appear in Screen CAK1T-2 are automatically transferred from federal Screen K1T-2 or the state allocation spreadsheet and K1-St. The data transferred depends on the residency status of the return and the method of federal data entry.

Resident returns

California State, if different amounts transfer to the Total Sources fields if present. If there are no California State, if different amounts entered, the federal amounts transfer. California Sources fields are not applicable to a resident return.

Part-year resident and nonresident returns

When K1T data is entered without using the state allocation worksheet, California State, if different amounts transfer to the Total Sources and California Sources fields if present. Blank State, if different fields default to transferring the federal information to the Total Sources column. Blank State, if different fields will also default to transferring the federal information to the California Sources column only when the postal code of the activity is CA.

For K1T data that has been entered using the state allocation spreadsheet, amounts entered in the California - Total sources column transfer to the Total Sources fields. For part-year and nonresident returns, amounts entered in the California - CA sources column transfer to the California Sources fields. Blank California - Total sources column amounts default to federal amounts. Blank California - CA sources column amounts default to California - Total sources column amounts.

Final Year Deductions, AMT Items, and Other Information

Total sources:

Information from federal data entry transfers to this screen. Be sure to enter the amounts from Schedule K-1, Column D, Total amounts using California law in this column. Fields in this column are used to calculate Columns B and C on Schedule CA (540) and Columns B, C, and D on Schedule CA (540NR).

California sources:

Information that appears in the California sources column transfers to this screen from federal data entry. Be sure to enter amounts from Schedule K-1, Column E, California sources amounts and credits, adjusted as necessary per state law. Fields in this column are used to calculate Column E on Schedule CA (540NR).

Beneficiary gross income

Additional Information

State backup withholding

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