MyFTB for Trusts Quick Survey May 2021 Tax News

We'd like to hear from you again!

We are evaluating the possibility of making more information available for Trusts in MyFTB. Whether or not you specialize in this area, we would like your opinion.

We have developed a short survey (about two minutes) that we'd like you to participate in: MyFTB Trust Account Quick Survey. The survey will be available until May 28, 2021.

Or, if you prefer, you may also share your ideas about what should be included in MyFTB for Trusts, at MyFTBfeedback@ftb.ca.gov. We will be accepting ideas until May 28, 2021 as well.

Please note the following:

• The scope of our current effort is limited to Trust accounts; however, we may consider Estate accounts in the future.
• We are in the initial evaluation stage of this effort and do not have a timeframe for implementation.