Forms you can e‑file for fiduciary
The following table lists the acceptable Fiduciary forms and schedules for tax year 2023 that may be e‑filed with FTB and the maximum number of each type of form or schedule allowed per return.
Form/Schedules | Max. # per return | Title |
---|---|---|
Form 541 | 1 | California Fiduciary Income Tax Return |
Form 592-B | Unbounded | Resident and Nonresident Withholding Tax Statement |
Form 593 | Unbounded | Real Estate Withholding Statement |
Form 3461 | 1 | California Limitation on Business Losses |
Form 3503 | Unbounded | Natural Heritage Preservation Credit |
Form 3507 | Unbounded | Prison Inmate Labor Credit |
Form 3510 | 1 | Credit for Prior Year Alternative Minimum Tax |
Form 3521 | 1 | Low-Income Housing Credit |
Form 3523 | 1 | Research Credit |
Form 3526 | 1 | Investment Interest Expense Deduction |
Form 3531 | Unbounded | California Competes Tax Credit |
Form 3540 | 1 | Credit Carryover and Recapture Summary |
Form 3541 | Unbounded | California Motion Picture and Television Production Credit |
Form 3546 | 1 | Enhanced Oil Recovery Credit |
Form 3547 | 1 | Donated Agricultural Products Transportation Credit |
Form 3548 | Unbounded | Disabled Access Credit for Eligible Small Businesses |
Form 3554 | Unbounded | New Employment Credit |
Form 3592 | Unbounded | College Access Tax Credit |
Form 3801 | 1 | Passive Activity Loss Limitations |
Form 3801-CR | 1 | Passive Activity Credit Limitations |
Form 3804-CR | Unbounded | Pass-Through Entity Elective Tax Credit |
Form 3805-E | Unbounded | Installment Sale Income |
Form 3805-V | 1 | Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations |
Form 3805-Z | Unbounded | Enterprise Zone Deduction and Credit Summary |
Form 3807 | Unbounded | Local Agency Military Base Recovery Area Deduction and Credit Summary |
Form 3808 | Unbounded | Manufacturing Enhancement Area Credit Summary |
Form 3809 | Unbounded | Targeted Tax Area Deduction and Credit Summary |
Form 3814 | 1 | New Donated Fresh Fruits or Vegetables Credit |
Form 3820 | Unbounded | High-Road Cannabis Tax Credit |
Form 3821 | Unbounded | Cannabis Equity Tax Credit |
Form 3831 | Unbounded | Homeless Hiring Tax Credit |
Form 3835 | Unbounded | State Historic Rehabilitation Tax Credit |
Form 3840 | Unbounded | California Like-Kind Exchanges |
Form 3885-F | Unbounded | Depreciation and Amortization |
Form 4197 | Unbounded | Information on Tax Expenditure Items |
Form 5805 | 1 | Underpayment of Estimated Tax by Individuals and Fiduciaries |
Form 5805-F | 1 | Underpayment of Estimated Tax by Farmers and Fishermen |
Form 5806 | Unbounded | Underpayment of Estimated Tax by Corporations |
Form 5870-A | 1 | Tax on Accumulation Distribution of Trusts |
Schedule D (541) | 1 | Capital Gain or Loss |
Schedule D-1 | 1 | Sales of Business Property |
Schedule G-1 | Unbounded | Tax on Lump-Sum Distributions |
Schedule J (541) | 1 | Trust Allocation of an Accumulation Distribution |
Schedule K-1 (541) | Unbounded | Beneficiary’s Share of Income, Deductions, Credits, etc. |
Schedule P (541) | 1 | Alternative Minimum Tax and Credit Limitations - Fiduciaries |
Schedule S (541) | Unbounded | Other State Tax Credit |
Form W-2 | Unbounded | Wage and Tax Statement |