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:

• Form 541, California Fiduciary Income Tax Return
• Schedule D(541), Capital Gain or Loss
• Schedule J(541), Trust Allocation of an Accumulation Distribution
• Schedule K-1 (541), Beneficiary’s Share of Income, Deductions, Credits
• Schedule P(541), Alternative Minimum Tax and Credit Limitations – Fiduciaries
• 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

Forms

Authorization

• Form FTB 8453-FID, California e-file Return Authorization for Fiduciaries
• Form FTB 8879-FID, California e-file Signature Authorization for Fiduciaries

Payment

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