Support Center

<- Back to Main Page

How do I amend CA 540 returns - Form1040X and needs a 540X not a CA X that shows up in the return

---

📚 What This Guide Covers

• CA 540 amended return forms effective January 2, 2018 - Form 540X is replaced by revised 540 series forms.
• What to file with the amended return - Each revised 540 series form must be filed with the new Schedule X, California Explanation of Amended Return Changes.
• Which tax years are impacted - Tax years 2017 and after.

📊 Step-by-Step Guide

Step 1: Use the revised 540 series amended form (instead of Form 540X)

Use this when you need to amend CA 540 returns effective January 2, 2018.

Effective January 2, 2018, Form 540X, Amended Individual Income Tax Return will be replaced by newly revised 540 series forms:

• 540
• 540NR Long
• 540NR Short
• 540 2EZ

Step 2: File the amended form with the new Schedule X

Use this when you are preparing the amended return package.

Each revised 540 series form must be filed with the new Schedule X, California Explanation of Amended Return Changes.

Step 3: Apply this process to tax years 2017 and after

Use this to ensure you are following the correct rules for the year being amended.

This process is for amending tax years 2017 and after.

Tags: state,form