Looking for a California Ftb Form 540nr Templates? Download it for free!

Instructions: Long Form 540NR

e-file at ftb.ca.gov

Sign Your Tax Return

Filing Your Tax Return

Sign your tax return in the designated space on Side 3. If you file a joint tax

Important: Attach a copy of your federal income tax return, and all

return, your spouse/RDP must sign the tax return also.

supporting federal forms and schedules to the back of Long Form 540NR.

Include your phone number and email address in case the FTB needs to

Federal Form(s) W-2, W-2G, and 1099, and CA Form(s) 592-B, and 593.

contact you for information needed to process your tax return. By providing

Attach all the Form(s) W-2 and W-2G you received to the lower front of your

this information the FTB will be able to process your tax return or issue your

tax return. Also, attach any Form(s) 1099, 592-B, and 593 showing California

refund faster.

income tax withheld.

Joint Tax Return. If you file a joint tax return, both you and your spouse/

If you do not receive your Form(s) W-2 by January 31, 2014, contact your

RDP are generally responsible for the tax and any interest or penalties due on

employer or go to ftb.ca.gov and search for myftb account. Only your

the tax return. This means that if one spouse/RDP does not pay the tax due,

employer can issue or correct a Form W-2. If you cannot get a copy of your

the other spouse/RDP may have to pay the tax due. See “Innocent Joint Filer

Form W-2, complete form FTB 3525, Substitute for Form W-2, Wage and

Relief,” on page 6.

Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities,

Paid Preparer’s Information. If you pay a person to prepare your Long

Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. See

Form 540NR, that person signs and completes the area at the bottom of

“Where To Get Income Tax Forms and Publications” on page 62.

Side 3 including an identification number. Effective January 1, 2011, the

If you forget to send your Form(s) W-2 or any other withholding form(s)

IRS requires a paid tax preparer to get and use a preparer tax identification

with your income tax return, do not send it separately, or with another copy

number (PTIN). If the preparer has a federal employer identification number

of your tax return. Wait until the FTB requests it from you.

(FEIN), it should be entered only in the space provided. A paid preparer must

Assembling Your Tax Return

give you a copy of your tax return to keep for your records.

Third Party Designee. If you want to allow your preparer, a friend, family

Assemble your tax return in the order shown below.

member, or any other person you choose to discuss your 2013 tax return

with the FTB, check the “Yes” box in the signature area of your tax return.

Copy of other state tax return

Also print the designee’s name and telephone number.

Copy of federal tax return

Supporting California Schedules

If you check the “Yes” box, you, and your spouse/RDP if filing a joint tax

Long Form 540NR

return, are authorizing the FTB to call the designee to answer any questions

that may arise during the processing of your tax return. You are also

Long Form 540NR

authorizing the designee to:

Long Form 540NR

• Give the FTB any information that is missing from your tax return.

• Call the FTB for information about the processing of your tax return or the

status of your refund or payments.

• Receive copies of notices or transcripts related to your tax return, upon

Enclose, but do not

request.

staple, any payment.

• Respond to certain FTB notices about math errors, offsets, and tax return

preparation.

You are not authorizing the designee to receive any refund check, bind you

to anything (including any additional tax liability), or otherwise represent you

Side

before the FTB. If you want to expand or change the designee’s authorization,

Side

get form FTB 3520, Power of Attorney Declaration for the Franchise Tax

Side

Board.

The authorization will automatically end no later than the due date (without

Caution: Long Form 540NR has three sides. If filing Long Form 540NR, you

regard to extensions) for filing your 2014 tax return. This is April 15, 2015,

must file all three sides with the FTB.

for most people. If you wish to revoke the authorization before it ends,

notify us by telephone at 800.852.5711 or by writing to Franchise Tax Board,

Mailing Your Tax Return

PO Box 942840, Sacramento, CA 94240-0040, include your name, SSN, and

the designee’s name.

If you have a refund, or if no amount due, mail your tax return to:

Power of Attorney. If another person prepared your tax return, he or she is

FRANCHISE TAX BOARD

not automatically granted access to your tax information in future dealings

PO BOX 942840

with us. At some point, you may wish to designate someone to act on your

SACRAMENTO CA 94240-0001

behalf in matters related or unrelated to your 2013 tax return (e.g., an audit

If you owe, mail your tax return to:

examination). To protect your privacy, you must submit to us a legal document

FRANCHISE TAX BOARD

called a “Power of Attorney” (POA) authorizing another person to discuss or

PO BOX 942867

receive personal information about your income tax records.

SACRAMENTO CA 94267-0001

For more information, get form FTB 3520 at ftb.ca.gov or see “Where To Get

Income Tax Forms and Publications” on page 62.

Check Your Social Security Number (or ITIN). Verify that you have written

your social security number (or ITIN) in the spaces provided at the top of

Long Form 540NR. If you file a joint tax return, verify that you and your

spouse’s/RDP’s numbers are entered in the same order as your names.

Get 540NR Booklet for all pages noted in 540NR (Long) instructions

Page 26 540NR Tax Booklet 2013

Instructions For Long Form 540nr - California Nonresident Or Part-Year Resident Income Tax Return - 2013 Page 10

Related Articles

Related forms

Related Categories