State-level data entry for Forms 540/540NR and 568

Form 540/540NR

The application creates a unit on the
CAOthWH
screen in the
Payments
folder for each California withholding entered on the following federal screens:
  • St Pmt
  • B&D
  • Income
  • 1099-M
  • C
  • Rent
  • F
  • 4835
For Form 540 and Form 540 NR returns, California withholdings from the following forms need minimal supplemental data entry on the
CAOthWH
screen to file the return electronically:
  • 1099A
  • 1099B
  • 1099C
  • 1099DIV
  • 1099G
  • 1099INT
  • 1099LTC
  • 1099MISC
  • 1099MSA
  • 1099OID
  • 1099PATR
  • 1099Q
  • 1099RRB
  • 1099S
  • 1099SSA
  • W-2GU
On the
CAOthWH
screen, select the state postal code
CA
, and the withholding amount from the
Alternate Form code
dropdown list.

Form 568

The previous types of withholding don't apply to Form 568 returns.
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