Tax News
New California Real Estate Withholding Brochure on Trusts

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We published a new, printable brochure, FTB 4035, California Real Estate Withholding, Trusts. This new brochure provides an overview of California real estate withholding when a trust is on the title. This new brochure instructs sellers how to:

  • Identify the type of trust.
  • Determine if withholding is required.
  • Complete withholding forms.
  • Distribute withholding.
  • Withhold following a grantor’s death.

For more information on real estate withholding and trusts, check out FTB’s two-part Tax News series:

You may also find FTB 7429, Do I Need to Withhold on This Trust? very beneficial, as this tool provides a flow chart of possible scenarios when dealing with trusts.

Withholding Services and Compliance

Business hours

Call

  • 888.792.4900
  • 916.845.4900 (Outside U.S.).

California Relay Service
711 or 800.735.2929

TTY (Device to Device)
800.822.6268

Fax

  • 916.845.9512

Email

  • Withholding Services - Use this email service for general questions that do not require entering confidential information.

Back to November 2015 Tax News

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