Forms you can e-file for individuals
The following table lists the acceptable Individual 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 540 | 1 | California Resident Income Tax Return |
Form 540 2EZ | 1 | California Resident Income Tax Return |
Form 540NR | 1 | California Nonresident or Part-Year Resident Income Tax Return |
Form 592-B | Unbounded | Resident and Nonresident Withholding Tax Statement |
Form 593 | Unbounded | Real Estate Withholding Statement |
Form 3461 | 1 | California Limitations on Business Losses |
Form 3503 | Unbounded | Natural Heritage Preservation Credit |
Form 3504 | 2 | Enrolled Tribal Member Certification |
Form 3506 | 1 | Child and Dependent Care Expenses Credit |
Form 3507 | 1 | Prison Inmate Labor Credit |
Form 3510 | 1 | Credit for Prior Year Alternative Minimum Tax – Individuals/Fiduciaries |
Form 3514 | 1 | California Earned Income Tax Credit |
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 3532 | 1 | Head of Household Filing Status Schedule |
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 3568 | Unbounded | Alternative Identifying Information for the Dependent Exemption Credit |
Form 3592 | Unbounded | College Access Tax Credit |
Form 3596 | 1 | Paid Preparer’s Due Diligence Checklist for California Earned Income Tax Credit |
Form 3800 | 1 | Tax Computation for Certain Children with Unearned Income |
Form 3801 | 1 | Passive Activity Loss Limitations |
Form 3801-CR | 1 | Passive Activity Credit Limitations |
Form 3803 | 10 | Parents’ Election to Report Child’s Interest and Dividends |
Form 3804-CR | 2 | Pass-Through Entity Elective Tax Credit |
Form 3805E | 25 | Installment Sale Income |
Form 3805P | 1 per t/p | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax- Favored Accounts |
Form 3805V | 1 | Net Operating Loss (NOL) Computations and NOL and Disaster Loss Limitations – Individuals, Estates, and Trusts |
Form 3805Z | Unbounded | Enterprise Zone Deduction and Credit Summary |
Form 3807 | Unbounded | Local Agency Military Base Recovery Area Deduction and Credit Summary (LAMBRA) |
Form 3808 | Unbounded | Manufacturing Enhancement Area Credit Summary (MEA) |
Form 3809 | Unbounded | Targeted Tax Area Deduction and Credit Summary (TTA) |
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 3853 | 1 | Health Coverage Exemptions and Individual Shared Responsibility Penalty |
Form 3885A | Unbounded | Depreciation and Amortization Adjustments |
Form 3913 | Unbounded | Moving Expense Deduction |
Form 4197 | Unbounded | Information on Tax Expenditure Items |
Form 5805 | 1 | Underpayment of Estimated Tax by Individuals and Fiduciaries |
Form 5805F | 1 | Underpayment of Estimated Tax by Farmers and Fishermen |
Form 5870A | 1 per t/p | Tax on Accumulation Distribution of Trusts |
Form W-2 | 50 | Wage and Tax Statement |
Schedule CA (540) | 1 | California Adjustments – Residents |
Schedule CA (540NR) | 1 | California Adjustments – Nonresidents or Part-Year Residents |
Schedule D (540) | 1 | California Capital Gain or Loss Adjustment |
Schedule D (540NR) | 1 | California Capital Gain or Loss Adjustment for Nonresidents or Part- Year Residents |
Schedule D-1 | 1 | Sales of Business Property |
Schedule G-1 | 1 per t/p | Tax on Lump Sum Distributions |
Schedule P (540) | 1 | Alternative Minimum Tax and Credit Limitations – Residents |
Schedule P (540NR) | 1 | Alternative Minimum Tax and Credit Limitations – Nonresidents or Part-Year Residents |
Schedule R | 1 per t/p | Apportionment and Allocation of Income |
Schedule S | Unbounded | Other State Tax Credit |
Schedule RDP | 1 | CA RDP Adjustments Worksheet |
Schedule X | 1 | California Explanation of Amended Return Changes |