Californiaform 5805 - Underpayment Of Estimated Tax By Individuals And Fiduciaries - 2001 Page 3

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Worksheet II Regular Method to Figure Your Underpayment and Penalty.
1 2 3 4
1 2 3 4
Payment Due Dates
1 2 3 4
1 2 3 4
1 2 3 4
Part I Figure Your Underpayment
1 2 3 4
(a)
(b)
(c)
(d)
1 2 3 4
1 2 3 4
4/15/01
6/15/01
9/15/01
1/15/02
1 2 3 4
1 Required Installments. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2 Estimated tax paid and tax withheld. See instructions. For column (a) only,
also enter the amount from line 2 on line 6. (If line 2 is equal to or more than
line 1 for all payment periods, stop here; you do not owe the penalty. Do not
file form FTB 5805 unless you answered “Yes’’ to a question in Part I) . . . . . . .
2
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1
3 Enter amount, if any, from line 9 of previous column . . . . . . . . . . . . . . . . . . . . .
3
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1
COMPLETE LINE 3 THROUGH LINE 9 OF ONE COLUMN BEFORE GOING TO THE
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1
NEXT COLUMN.
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1
4 Add line 2 and line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1
5 Add amounts on line 7 and line 8 of the previous column . . . . . . . . . . . . . . . . . .
5
1 2 3 4 5 6 7 8 9 0 1
6 Subtract line 5 from line 4. If zero or less, enter -0-. For column (a) only,
enter the amount from line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1 2
7 If the amount on line 6 is zero, subtract line 4 from line 5.
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1 2
Otherwise, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
1 2 3 4 5 6 7 8 9 0 1
1 2 3 4 5 6 7 8 9 0 1 2
8 Underpayment. If line 1 is equal to or more than line 6, subtract line 6 from
line 1. Then go to line 3 of next column. Otherwise, go to line 9 . . . . . . . . . . .
8
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
9 Overpayment. If line 6 is more than line 1, subtract line 1 from line 6.
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
Then go to line 3 of next column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
1 2 3 4 5 6 7 8 9 0 1 2
Part II Figure the Penalty. Complete line 10 through line 13 of one column before going to the next column.
1 2 3 4
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4
1 2 3 4 5 6 7 8 9 0 1 2
Rate Period 1:
4/15/01
6/15/01
9/15/01
1 2 3 4
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
April 15, 2001 — December 31, 2001
Days:
Days:
Days:
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
10 Number of days from the date shown above line 10 to the date the
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
amount on line 8 was paid or 12/31/01, whichever is earlier . . . . . . . . . . . . . . .
10
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
11
Underpayment
Number of
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
on line 8
X
days on line 10
X
.09
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4 5 6 7 8 9 0 1 2
(see instructions)
365
11 $
$
$
1 2 3 4
1 2 3 4 5 6 7 8 9 0 1 2
1 2 3 4
Rate Period 2:
12/31/01
12/31/01
12/31/01
1/15/02
1 2 3 4
January 1, 2002 — April 15, 2002
Days:
Days:
Days:
Days:
12 Number of days from the date shown above line 12 to the date the
amount on line 8 was paid or 4/15/02, whichever is earlier . . . . . . . . . . . . . . . .
12
13
Underpayment
Number of
on line 8
X
days on line 12
X
.07
(see instructions)
365
13 $
$
$
$
14 PENALTY. Add all amounts on line 11 and line 13 in all columns. Enter the total here, on form FTB 5805, Side 1,
Part II, line 13, and on Form 540, line 68; Form 540A, line 40; Long Form 540NR, line 77; or Form 541, line 39.
Also be sure to fill in the circle on that line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14 $
Page 4 FTB 5805 Instructions 2001

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