Generating CA Form 3800 in Lacerte

Why isn't CA Form 3800 generating?

How do I generate CA Form 3800?

Detailed Information

Lacerte generates CA Form 3800 if the criteria from the form instructions are met. See the CA 3800 instructions below for more information.
Solution #1- To generate CA 3800 if the child is under 18 with more than $2,000 of investment income:

1. Go to Screen 1, Client Information.
2. Scroll down to the Taxpayer Information section.
3. Verify the Date of Birth is correct.
4. Verify the child's Social Security # has been entered.
5. Select the Dependency Status from the drop down menu:
   1. Taxpayer could be a dependent
   2. Taxpayer claimed as a dependent
      Note- If the Dependency Status is Not Applicable the Form will not generate.
6. Go to Screen 43, Certain Children (8615).
7. Locate the Parent's Information section.
8. Make sure the following information is entered and complete:
   1. First Name.
   2. Last Name.
   3. Social security number.
   4. Filing status (1, 2, 3, 4, or 5) (MANDATORY).
   5. Scroll down to the California subsection.
   6. Enter the Number of exemptions.
   7. Enter the Taxable income (line 19).
   8. Enter the Tax less 3803 (if applicable).
   9. Complete any other applicable information.

Solution #2- To generate CA 3800 if the child is over 18 and a full-time student with more than $2,000 of investment income:

1. Go to Screen 1, Client Information.
2. Scroll down to the Taxpayer Information section.
3. Verify the Date of Birth is correct.
4. Verify the child's Social Security # has been entered.
5. Enter the word Student in Occupation.
6. Select the Dependency Status from the drop down menu:
   1. Taxpayer could be a dependent
   2. Taxpayer claimed as a dependent
      Note- If the Dependency Status is Not Applicable the Form will not generate.
7. Go to Screen 43, Certain Children (8615).
8. Locate the Parent's Information section.
9. Make sure the following information is entered and complete:
   1. First Name.
   2. Last Name.
   3. Social security number.
   4. Filing status (1, 2, 3, 4, or 5) (MANDATORY).
   5. Scroll down to the California subsection.
   6. Enter the Number of exemptions.
   7. Enter the Taxable income (line 19).
   8. Enter the Tax less 3803 (if applicable).
   9. Complete any other applicable information.

"Complete form FTB 3800 if all of the following apply:

• The child is 18 and under or a student under age 24 at the end of [current tax year].
• The child had investment income taxable by CA of more than $2,000.
• At least one of the child's parents was alive at the end of [current tax year].
• The child was age 18 at the end of [current tax year] and did not have earned income that was more than half of the child's support.

If the child uses form FTB 3800, file Form 540, California Resident Income Tax Return, or Long Form 540NR, California Nonresident or Part-Year Resident Income Tax Return.

If the child does not file form FTB 3800, figure the tax in the normal manner on the child?s Form 540, or Long or Short Form 540NR.

Parents of children 18 and under or a student under age 24 at the end of [current tax year], may elect to include the child?s investment income on the parent?s tax return. To make this election, the child must have had income only from interest and dividends. The election is not available if estimated tax payments were made in the child?s name. Get form FTB 3803, Parents? Election to Report Child?s Interest and Dividends, for more information. If parents make this election, the child will not have to file a California tax return or form FTB 3800.

If you elect to report your child?s income on your federal income tax return, but not on your California income tax return, be sure to make an adjustment on your Schedule CA (540 or 540NR), line 21f."