e-file for fiduciaries

Fiduciaries are able to e-file FTB Form 541, California Fiduciary Income Tax Return, for this year and the past two tax years.

Accepted forms

Forms you can e-file for fiduciary:

• California Fiduciary Income Tax Return (Form 541)
• Capital Gain of Loss (Schedule D-541)
• Trust Allocation of an Accumulation Distribution (Schedule J)
• Beneficiary's Share of Income, Deductions, Credits (Schedule K-1)
• Alternative Minimum Tax and Credit Limitations – Fiduciaries (Schedule P)
• Complete list of forms you can e-file

Payment types

We currently accept the following stand-alone electronic funds withdrawal (EFW) payment types:

• Extension payments
• Estimate payments

Enroll in e-file

Visit Enroll in e-file program for information.

How to e-file

Visit How to e-file for information.

Forms

Authorization

• California e-file Return Authorization for Fiduciaries (FTB 8453-FID)

Payment

• California Payment for Automatic Extension and Estimate Payment Authorization for Fiduciaries (FTB 8453-FID PMT)
• California e-file Payment Record for Fiduciaries (FTB 8455-FID)