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Instructions for Using the Automated Toll-Free Phone Service to Order Forms

In addition to downloading forms, you can order the following forms by phone, beginning January 4, 2016:

  • 2015, 2014, and 2013 California Personal Income Tax Forms and Publications
  • Current year Business Entity Tax Forms and Publications

To order forms by phone: 

  • Call 800.338.0505
  • Select 1 for Personal Income Tax, 2 for Business Entity Information
  • Select "Forms and Publications"
  • Follow the recorded instructions, and enter the 3 digit code listed below, when instructed

The Franchise Tax Board will send you 2 copies of each tax form and 1 copy of each set of instructions.  Please allow 10-15 working days to receive your forms. If you live outside California, please allow three weeks to receive your order.


Personal Income Tax Forms and Publications

Code

Forms / Publications

900 540 California Resident Income Tax Booklet Contains:
  • Form 540 - California Resident Income Tax Return
  • Schedule CA (540) - California Adjustments - Residents
  • Schedule D (540) - California Capital Gain or Loss Adjustment
  • FTB 3885A - Depreciation and Amortization Adjustments
  • FTB 3506 - Child and Dependent Care Expenses Credit
  • FTB 3519 - Payment Voucher for Automatic Extension for Individuals
  • Form 540-ES - Estimated Tax for Individuals
965 540 2EZ Tax Booklet
565 540 2EZ - Folleto de Impuesto
969 540ADA -  Large Print Resident Booklet
970 540 Audio - California Resident Income Tax Forms on Audio CD
907 540ES - Estimated Tax for Individuals
903 Schedules:
  • Schedule CA (540), California Adjustments - Residents
  • Schedule D (540), California Capital Gain or Loss Adjustment
  • FTB 3885A, Depreciation and Amortization Adjustments
909 Schedule D-1 - Sales of Business Property
910 Schedule G-1 - Tax on Lump-Sum Distributions
911 Schedule P (540) - Alternative Minimum Tax and Credit Limitations - Residents
914 540NR California Nonresident Income Tax Booklet contains:
  • Form 540NR - California Nonresident or Part-Year Resident Income Tax Return (Long Form)
  • Form 540NR - California Nonresident or Part-Year Resident Income Tax Return (Short Form)
  • Schedule CA (540NR) - California Adjustments – Nonresidents or Part-Year Residents
  • Schedule D (540NR) - California Capital Gain or Loss Adjustment
  • FTB 3885A - Depreciation and Amortization Adjustments 
  • FTB 3519 - Payment Voucher for Automatic Extension for Individuals
917 Schedule CA (540NR) - California Adjustments — Nonresidents or Part-Year Residents
918 Schedule P (540NR) - Alternative Minimum Tax and Credit Limitations - Nonresidents or Part-Year Residents 
913 Schedule S - Other State Tax Credit 
908 540X - Amended Individual Income Tax Return
936 Form 565 - California Partnership Return of Income Booklet
920 FTB Pub. 1005 - Pension and Annuity Guidelines
945 FTB Pub. 1006 - California Tax Forms and Related Federal Forms
946 FTB Pub. 1008 - Federal Tax Adjustments and Your Notification Responsibilities to California
941 FTB Pub. 1031 - Guidelines for Determining Resident Status
942 FTB Pub. 1032 - Tax Information for Military Personnel
951 FTB Pub. 1051A - Guidelines for Married Filing Separate Returns
934 FTB Pub. 1540 - California Head of Household Filing Status Information
534 FTB Pub. 1540SP - Estado Civil de Cabeza de Familia de California
932 FTB 3506 - Child and Dependent Care Expenses Credit
938 FTB 3514 - California Earned Income Tax Credit
538 FTB 3514SP - Crédito Tributario por Ingreso del Trabajo de California
937 FTB 3516 - Request for Copy of Personal Income Tax, Fiduciary, Bank & Corporation, Partnership, or Limited Liability Company Return
921 FTB 3519 - Payment Voucher for Automatic Extension for Individuals
521 FTB 3519SP - Pago por la Extensión Automática para Individuos
922 FTB 3525 - Substitute W-2 Statement or 1099-R
522 FTB 3525SP - Sustituto para el Formulario W-2, Declaración de Salarios e Impuestos
923 FTB 3526 - Investment Interest Expense Deduction
939 FTB 3532 - Head of Household Filing Status Schedule
539 FTB 3532SP - Anexo Para el Estado Civil de Cabeza de Familia California
940 FTB 3540 - Credit Carryover Summary
949 FTB 3567 - Installment Agreement Request
549 FTB 3567SP - Solicitud de Acuerdo de Pagos a Plazos
924 FTB 3800 - Tax Computation for Children Under Age 14 with Investment Income
929 FTB 3801 - Passive Activity Loss Limitations
925 FTB 3805E -  Installment Sale Income
928 FTB 3805P -  Additional Taxes on Qualified Plans (Including IRA's) and Other Tax-Favored Accounts
926 FTB 3805V - Net Operating Loss and Disaster Loss Limitations - Individuals, Estates, Trusts
943 FTB 4058 - California Taxpayers' Bill of Rights: A Guide for Taxpayers
543 FTB 4058SP - Declaración de Derechos de los Contribuyentes de California
927 FTB 5805 - Underpayment of Estimated Tax by Individuals and Fiduciaries

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Current Year Business Entity Tax Forms and Publications

Code

Forms / Publications

817 100 Booklet Corporation Income Tax contains:
  • Form 100 - California Corporation Franchise or Income Tax Return
  • Schedule H (100) - Dividend Income Deduction
  • Schedule P (100) - Alternative Minimum Tax and Credit Limitations - Corporations
  • FTB 3539 - Payment Voucher for Automatic Extension for Corporations and Exempt Organizations
  • FTB 3565 - Small Business Stock Questionnaire
  • FTB 3805Q - Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations - Corporations
  • FTB 3885 - Corporation Depreciation and Amortization
816 100S Booklet Corporation Tax contains:
  • Form 100S - California S Corporation Franchise or Income Tax Return
  • Schedule B (100S) - S Corporation Depreciation and Amortization
  • Schedule C (100S) - S Corporation Tax Credits
  • Schedule D (100S) - S Corporation Capital Gains and Losses and Built-in Gains
  • Schedule H (100S) - S Corporation Dividend Income Deduction
  • Schedule K-1 (100S) - Shareholder's Share of Income, Deductions, Credits, etc.
  • Schedule QS - Qualified Subchapter S Subsidiary (QSub) Information Worksheet
  • FTB 3539 - Payment Voucher for Automatic Extension for Corporations and Exempt Organizations
  • FTB 3805Q - Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations-Corporations
818 Form 100-ES - Corporation Estimated Tax
814 Form 109 - California Exempt Organization Business Income Tax Return
815 Form 199 - California Exempt Organization Annual Information Return
802 FTB 3500 - Exemption Application

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