• This menu page has links to four pages. Most information on those pages should have been entered (or noted as being needed to be entered) while the Federal Section was being worked on. 
  • Head of Household: California requires an additional form, CA Form 3532, be filled out for those filing as HoH. Information about that form is in the Head of Household section, page 16.
    • Note: This menu item appears on the Basic Information menu only if the 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 of the return.
  • 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 on page 19.

Created with the Personal Edition of HelpNDoc: What is a Help Authoring tool?