• This menu page has links to four pages. Most information on those pages should have been entered already (or noted as needing to be entered).
  • Head of Household: California requires an additional form, CA Form 3532, for those filing HoH; see the Head of Household section, page 15.
    • Note: This appears on the Basic Information menu only if federal filing status is Head of Household. 
  • Additional Personal Information: This page collects information on whether the taxpayer or spouse is a dependent of another person, change of last name, and the name of the person being paid alimony. Directions to enter that information are found in various, logical places in the pages above for the Federal Section.  The remaining questions are optional (“Do you want information on registering to vote”, “Do you want information on health insurance”).
  • Complete if You Were Active-Duty Military: This page is out-of-scope except for military sites.
  • Taxpayer or Spouse is Deceased: Information entered on this page, and related actions, are discussed in the section Other Personal Information, page 18.

Created with the Personal Edition of HelpNDoc: Free EPub producer