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CA form 540 and schedule 540: enter original income on W2? or enter allocated income post form 8958? CA form 3853, when I already click the box in part II, do I still need to fill in the codes in part III?

In the form CA 540, the line "Total California wages from your federal Form(s) W-2, box 16", shall I enter original income on W2? or enter allocated income after form 8958? 

 

In the form schedule CA 540, the line "Total amount from federal Form(s) W-2, box 1", shall I enter original income on W2? or enter allocated income after form 8958? 

 

For the CA form 3853, when I already click the box in part II, do I still need to fill in the codes in part III?

"Part II Coverage Exemption Claimed on Your Tax Return for Your Household 1 If you are claiming a coverage exemption because your applicable household income or gross income is below the filing threshold, check the box here. See instructions"

part III "Coverage and Exemptions Claimed on Your Tax Return for Individuals. If you and/or a member of your applicable household are reporting any coverage or are claiming exemptions for the tax year, complete Part III. See instructions."

 

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1 Reply
MonikaK1
Expert Alumni

CA form 540 and schedule 540: enter original income on W2? or enter allocated income post form 8958? CA form 3853, when I already click the box in part II, do I still need to fill in the codes in part III?

IRS Form 8958 is used to allocate income between married couples in a community property state when they file separate returns. See this TurboTax tips article for more information about the form and this help article about filing separate returns in community property states.

 

Follow the interview steps in TurboTax and enter your Forms W-2 and any other income items. Use your state's community property rules to determine what adjustments you expect to enter in TurboTax. Often one return has an addition to income and withholding, while the other will have a reduction (subtraction) to income and withholding.

 

f you're using TurboTax Online, we recommend that you transfer your return to the TurboTax Desktop version. You'll save time by entering less information.

 

Begin by completing a MFS federal tax return for you and your spouse, as you'll need the amounts for different income categories, tax amounts, and all tax payments for each of you. If one of you plans to itemize deductions, the other person must itemize as well. Otherwise, you'll both have to use the Standard Deduction.

 

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