Article: 50341
Overview
This screen is used to complete the Louisiana 540 (Resident) or 540B (Nonresident) individual income tax return.
Most fields pull from federal data but may be overridden using the green fields when state-specific amounts differ.
Available fields include:
- Filing status information (Name/Address change, Amended Return, etc.)
- Preparer information:
- Louisiana Revenue Account Number
- Preparer State ID number
- Option to enable electronic preparer signature
- Return configuration options:
- Force Federal Income Tax Deduction Worksheet
- Force School Readiness Credit Worksheet
- Force credit card payment flag
Income & Tax Fields:
- Louisiana Adjusted Gross Income
- Electric and Hybrid Vehicle Road Usage Fee
- Consumer Use Tax
- Louisiana Tax Withheld
- Credit Carried Forward from 2023
- Amount Paid on Your Behalf by a Composite Partnership
- Name of Partnership
Dependents for Certain Adoptions Credit:
- SSNs must be entered individually into the grid provided.
Voluntary Donations from Overpayment
If the taxpayer is due a refund, they may donate all or part of the overpayment to one or more of the following causes. Each donation must be entered manually:
- Military Family Assistance Fund
- Coastal Protection and Restoration Fund
- The START Program
- Wildlife Habitat and Natural Heritage Trust Fund
- Louisiana Cancer Advisory Board
- Louisiana Pet Overpopulation Advisory Council
- Louisiana Food Bank Association
- Make-A-Wish Foundation
- American Red Cross
- Louisiana National Guard Honor Guard for Military Funerals
- Louisiana State Troopers Charities, Inc.
- Louisiana Coalition Against Domestic Violence
- Dreams Come True, Inc.
- Sexual Trauma Awareness and Response (STAR)
- Maddie’s Footprints
- University of New Orleans Foundation
- Southeastern Louisiana University Foundation
- Holden’s Hope
How to Add 540 / 540B Screen
- Go to the State taxes section.
- Select I’d like to see the forms I’ve filled out or search for a form.
- In the drop list, select Louisiana.
- Select the General tab.
- Select 540 / 540B – Resident / Nonresident Individual Return to add and open the form.
- Complete the screen.
- Click Save to apply changes.
Further Information
Visit the Louisiana Department of Revenue – Individual Income Tax page for additional guidance:
https://revenue.louisiana.gov/IndividualIncomeTax