Form 3809 - California Targeted Tax Area Deduction And Credit Summary - 2014

Targeted Tax Area

CALIFORNIA FORM

TAXABLE YEAR

2014

3809

Deduction and Credit Summary

Attach to your California tax return.

SSN or ITIN or California corporation number

Name(s) as shown on return

FEIN

California Secretary of State (SOS) file number



Qualified taxpayer’s SIC code . See instructions .

A. Check the appropriate box for your entity type:

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





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 Individual

 Estate

Trust

 C corporation

 S corporation

 Partnership



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 Exempt organization

 Limited liability company

 Limited liability partnership

B. Enter the name of the targeted tax area (TTA) business: __________________________________________________________________________

C. Enter the address (actual location) where the TTA business is conducted:

_____________________________________________________________________________________________________________________

D. Enter the name of the specific area of the TTA in which the business and/or investment activity is located .

____________________________________________________________________________________________________________________

E. Enter the six-digit Principal Business Activity code of the TTA Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _________________

F. Total number of employees in the TTA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _________________

G. Number of employees included in the computation of the hiring credit, if claimed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _________________

H. Gross annual receipts of the business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _________________

I. Total asset value of the business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _________________

Part I Credits (Complete Schedule Z on Side 2 before you complete this part .)

1 Hiring and sales or use tax credits claimed on the current year return:

a Hiring credit from Schedule Z, line 8A, column (g) or line 10, column (f) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

_________________

b Sales or use tax credit carryover from Schedule Z, line 9A, column (g) or line 11, column (f) . . . . . . . . . . . . . . . . . . . . .

_________________



Add line 1a and line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1 ________________

Part II Portion of Business Attributable to the Targeted Tax Area. See Instructions .

2 Enter the average apportionment percentage of your business that is in the TTA from Worksheet III,

Section A, line 4 . If your operation is wholly within the TTA, the average apportionment percentage is 100% (1 .00) . . . . . . .

2 ________________

Part III Net Operating Loss (NOL) Carryover and Deduction. See Instructions .

3 a Enter the total NOL carryover from the prior year from Worksheet IV, line 23, column (b) . . . . . . . . . . . . . . . . . . . . . . . . 3a ________________

b Enter the total NOL deduction used in the current year from Worksheet IV, line 23, column (c) . Enter this

amount on Schedule CA (540 or 540NR), line 21e, column B; Form 100, line 20; Form 100W, line 20;

Form 100S, line 18; or Form 109, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b ________________

c Enter the TTA NOL carryover to future years from Worksheet IV, line 23, column (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3c ________________

Part IV Recapture of Deduction and Credits

4 TTA recapture of hiring credit from Worksheet IA, Section B, line 2, column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 ________________

5 Recapture of business expense deduction from Worksheet II, line 2, column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 ________________

FTB 3809 2014 Side 1

7581143

For Privacy Notice, get FTB 1131 ENG/SP.