2018 UltraTax CS
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See also: 1040 California frequently asked questions
Overview
California withholding is reported on Form 540/540NR either as real estate and other withholding (Form 540, line 73 or Form 540NR, line 83), representing withholding from Form 593 or Form 592-B or as California income tax withheld (Form 540, line 71 or Form 540NR, line 81), representing all other sources of withholding. The California Franchise Tax Board requires supporting detail in the electronic record for all California state withholding claimed on the California tax return.
Use this screen to complete supplemental data entry for electronic filing. Amounts entered on this screen do not affect the calculation of the tax return.
If the California tax return includes withholding from sources other than Forms W-2, W-2G, 1099-R, 592-B, 593, or Schedule K-1, enter the supporting detail on this screen. Data should be entered in the State and Withholding fields. Only those amounts with CA postal code are included in the electronic record.
Enter a valid form (source of withholding) in the Alternate Form code field. If this field is Other, the Payer EIN and Income Description will also be included in the electronic record. If this field is left blank, corresponding amounts entered on this screen will not be supported in the electronic record. (Leave field blank for withholding from Forms 592-B and 593.) For all other values entered in the Alternate Form code field, the electronic record includes the Form code (source of withholding) and the California withholding amount.
Do not include detail on this screen for withholding from Forms W-2, W-2G, 1099-R, 592-B, 593, or Schedule K-1. UltraTax CS automatically includes detail in the electronic record based on data entry on federal Screens W2, W2G, 1099R, K1-4 or K1T-2 provided that the EIN is entered. UltraTax CS displays critical diagnostics when required information is missing from the federal screens. Detail on withholding from Forms 592-B and 593 should be reported on Screens CA592-B and 593 respectively.
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