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:
- Withholding When a Trust is on Title published in October 2014.
- How to Allocate the Trust’s Withholding Credit to its Beneficiaries published in November 2014.
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
- 8 a.m. to 5 p.m. weekdays, except state holidays.
- 916.845.4900 (Outside U.S.).
California Relay Service
711 or 800.735.2929
TTY (Device to Device)
- Withholding Services - Use this email service for general questions that do not require entering confidential information.
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