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Topic Index for Tax Forms and Publications

This webpage helps you find our tax forms and publications by topic. It lists the main tax topics, then notes the main forms and publications associated with those tax topics. To search for forms and publications by name and number, go to our Forms and Publications webpage.

Accumulation Distributions

Address Change

Allocation of Estimated Tax Payments for Beneficiaries

Allocation of Income

Alternative Minimum Tax

Amended Returns

  • Corporations—100X
  • Individuals—540X

Amortization

Annuities, Additional Tax Attributable

Application for Certificate of Revivor

Application to Amortize Certified Pollution Control Facility

Apportionment and Allocation of Income

Beneficiary’s Share of Income, Deductions, Credits, etc.

Built-in Gains, Tax Imposed on S Corporations

Business Trusts and Certain Foreign Single Member LLCs

California Adjustments to Federal Adjusted Gross Income

Capital Gain and/or Loss

Change of Address

Charitable Remainder and Pooled Income Trusts

Children

  • Child and Dependent Care Expenses Credit—3506
  • Parents’ Election to Report Child’s Interest and Dividends—3803
  • Tax Computation for Certain Children with Investment Income—3800

Claims for Refund

Controlled Foreign Corporations

  • Schedule of Included Controlled Foreign Corporations (CFC)—2416

Corporations

  • Alternative Minimum Tax and Credit Limitations—Schedule P (100)
  • Alternative Minimum Tax and Credit Limitations — Water’s-Edge Filers—Schedule P (100W)
  • Amended Return—100X
  • Amortization—3885
  • Controlled Foreign Corporations (CFC)—2416
  • Credit Limitations—Schedule P (100)
  • Credits—see Credits
  • Depreciation—3885
  • Dividend Income Deduction—Schedule H (100)
  • Dividend Income Deduction — Water’s-Edge Filers—Schedule H (100W)
  • Estimated Tax—100-ES 
  • Franchise or Income Tax Return—100
  • Franchise or Income Tax Return — Water’s-Edge Filers—100W
  • Payment Voucher for Automatic Extension for Corporations—3539
  • Underpayment of Estimated Tax—5806

Credit Carryover Summary

Credit for Prior Year Alternative Minimum Tax

Credit Limitations

Credits

  • Child and Dependent Care Expenses Credit—3506
  • Credit Carryover Summary—3540
  • Credit for Prior Year Alternative Minimum Tax (Corporations)—Schedule P (100)
  • Credit for Prior Year Alternative Minimum Tax (Fiduciaries)—3510
  • Credit for Prior Year Alternative Minimum Tax (Individuals)—3510
  • Credit for Prior Year Alternative Minimum Tax (Water’s-Edge Filers)—Schedule P (100W)
  • Disabled Access Credit for Eligible Small Businesses—3548
  • Donated Agricultural Products Transportation Credit—3547
  • Donated Fresh Fruit or Vegetable Credit—3811
  • Enhanced Oil Recovery Credit—3546
  • Enterprise Zone Employee Credit—3553
  • Enterprise Zone Deduction and Credit Summary—3805Z
  • Estimated Tax Credit
  • List of Assigned Credit Received and/or Claimed by Assignee—3544A
  • Los Angeles Revitalization Zone Deduction and Credit Summary—3806
  • Low-Income Housing Credit—3521
  • Manufacturing Enhancement Area Credit Summary—3808
  • Motion Picture Production Credit—3541
  • Natural Heritage Preservation Credit—3503
  • Nonrefundable Renter’s Credit (Part-Year Resident)—540NR Booklet
  • Nonrefundable Renter’s Credit (Resident)—540 2EZ Booklet
  • Other State Tax Credit—Schedule S
  • Prison Inmate Labor Credit—3507
  • Research Credit—3523
  • Renter’s Credit, Nonrefundable—540 2EZ Booklet
  • Sale of Credit Attributable to an Independent Film—3551
  • Targeted Tax Area Deduction and Credit Summary—3809
  • Television Production Credit—3541

Deductions

  • Beneficiary’s Share of Income, Deduction, Credits, Etc.—Schedule K-1 (541)
  • Dividend Income Deduction—Schedule H (100)
  • Dividend Income Deduction—Schedule H (100S)
  • Dividend Income Deduction—Water’s-Edge Filers—Schedule H (100W)
  • Enterprise Zone Deduction and Credit Summary—3805Z
  • Local Agency Military Base Recovery Area Deduction and Credit Summary—3807
  • Los Angeles Revitalization Zone Deduction and Credit Summary—3806
  • Member’s Share of Income, Deductions, Credits, Etc.—Schedule K-1 (568)
  • Partner’s Share of Income, Deductions, Credits, etc.—Schedule K-1 (565)
  • Shareholder’s Share of Income, Deductions, Credits, etc.—Schedule K-1 (100S)
  • Targeted Tax Area Deduction and Credit Summary—3809

Depreciation

Disaster Loss Limitation

  • Corporations—3805Q
  • Donated Agricultural Products Transportation Credit—3547
  • Estates and Trusts—3805V
  • Individuals—3805V

Election

  • To File A Combined Unitary Group Single Return—Schedule R
  • To Report Child’s Interest and Dividends—3803
  • Water's-Edge Election—100-WE

Employee, Enterprise Zone Credit

Enhanced Oil Recovery Credit

Enterprise Zone, Credit for Employee

Enterprise Zone Deduction and Credit Summary

Estates

Estimated Tax

  • Corporations—100-ES 
  • Fiduciaries—541-ES  
  • Individuals—540-ES  
  • Underpayment (Corporations)—5806
  • Underpayment (Farmers and Fishermen)—5805F
  • Underpayment (Fiduciaries)—5805
  • Underpayment (Individuals)—5805

Exempt Organizations

  • Application for—3500
  • Business Income Tax Return—109
  • Information Return—199
  • Nonprofit Organization Report of Funds Received and Used for Campaign Activity—3589
  • Payment Voucher for Automatic Extension for Exempt Organizations—3539
  • Submission of Exemption Request—3500-A

Extension of Time to File Returns

  • Corporations—3539
  • Exempt Organizations—3539
  • Fiduciaries—3563
  • Individuals—3519
  • Limited Liability Companies—3537
  • Limited Liability Partnerships—3538
  • Limited Partnerships—3538
  • REMICs—3538

Fiduciaries

Funeral Trusts, Qualified

Gain or Loss

Individuals

Information Returns

  • Charitable Remainder and Pooled Income Trusts—541-B
  • Exempt Organization Annual Information Return—199
  • Limited Liability Company Return of Income—568
  • Partnership Return of Income—565
  • Trust Accumulation of Charitable Amounts—541-A

Innocent Spouse

  • Innocent Joint Filer – Relief From Paying California Income Taxes—705

Installment Sale Income

Insurance (Nonadmitted Insurance Tax Return)

Interest Computation Under The Look-Back Method for Completed Long-Term Contracts

Limited Liability Companies

  • Amortization—3885L
  • Capital Gain or Loss—Schedule D (568)
  • Depreciation—3885L
  • Estimated Fee for LLCs—3536
  • Income Tax Return—568
  • List of Members and Consents—3832
  • Member’s Share of Income, Deductions, Credits, Etc.—Schedule K-1 (568) 
  • Payment Voucher for Automatic Extension for Limited Liability Companies—3537
  • Special Election for Certain Foreign Single Member LLCs—3574
  • Tax Voucher—3522
  • Withholding—see Withholding

Local Agency Military Base Recovery Area Deduction and Credit Summary

Los Angeles Revitalization Zone Deduction and Credit Summary

Low-Income Housing Credit

Lump-Sum Distributions Tax

Manufacturing Enhancement Area Credit Summary

Medical Savings Accounts, Additional Tax Attributable to

Member’s Share of Income, Deductions, Credits, etc.

Motion Picture Production Credit

Net Operating Loss Computation

  • Corporations—3805Q
  • Estates and Trusts—3805V
  • Individuals—3805V
  • Nonadmitted Insurance Tax Return—570

Nonresidents

Offer in Compromise

  • Personal Income Tax Application—4905PIT
  • Multi-Agency Application—DE 999CA
  • Business Entities Tax Application—4905BE

Other State Tax Credit

Part-Year Residents

Partnerships

  • Amortization—3885P
  • Capital Gain or Loss—Schedule D (565)
  • Depreciation—3885P
  • Income Tax Return—565
  • Partner’s Share of Income, Deductions, Credits, etc.—Schedule K-1 (565)
  • Payment Voucher for Automatic Extensions for LPs, LLPs, and REMICs—3538

Passive Activity

  • Credit Limitations, Corporations—3802
  • Credit Limitations, Individuals, Fiduciaries, and S Corporations—3801-CR
  • Loss Limitations, Corporations—3802
  • Loss Limitations, Individuals, Fiduciaries, and S Corporations—3801

Pass–Through Entity

Payment Arrangement

Payment Voucher for Electronically Transmitted Returns

Payment Vouchers for Automatic Extension

  • Corporations—3539
  • Exempt Organizations—3539
  • Fiduciaries—3563
  • Individuals—3519
  • Limited Liability Companies—3537
  • Limited Liability Partnerships—3538
  • Limited Partnerships—3538
  • REMICs—3538

Political or Legislative Activities By Section 23701d Organizations

Power of Attorney

Power of Attorney

Principal Business Activity Code Chart

Prison Inmate Labor Credit

Publications

  • California Tax Forms and Related Federal Forms—Pub 1006
  • Guide to Dissolve, Surrender, or Cancel a California Business Entity—Pub 1038
  • Guidelines for Corporations Filing a Combined Report—Pub 1061
  • Guidelines for Determining Resident Status—Pub 1031
  • Guidelines for Filing a Group Form 540NR—Pub 1067
  • Pension and Annuity Guidelines—Pub 1005
  • Supplemental Guidelines to California Adjustments—Pub 1001
  • Tax Information for Military Personnel—Pub 1032
  • Tax Information for Registered Domestic Partners—Pub 737
    • California RDP Adjustments Worksheet—Recalculated Federal Adjusted Gross Income—737 Worksheet

Qualified Funeral Trusts

Qualified Retirement Plans, Additional Tax Attributable to

Qualified Subchapter S Subsidiary (QSub) Information Worksheet

Real Estate

  • Payment Voucher for Real Estate Withholding—593-V
  • Payment Voucher for Resident and Nonresident Withholding—592-V
  • Withholding Certificate—593-C
  • Withholding Computation of Estimated Gain or Loss—593-E
  • Withholding Exemption Certificate—590
  • Withholding Installment Sale Acknowledgment—593-I
  • Withholding Tax Statement—593

Refund Claims

Renter’s Credit, Nonrefundable

Repealed Credit Carryover

Request for Copy of Bank & Corporation or Partnership Return

Request for Copy of Personal Income Tax or Fiduciary Return

Research Credit

Residents

Retirement Plans, Additional Tax Attributable to

Returns

  • Amended Corporation Franchise or Income Tax Return—100X
  • Amended Individual Income Tax Return—540X
  • Corporation Franchise or Income Tax Return—100
  • Exempt Organization Annual Information Return—199
  • Exempt Organization Business Income Tax Return—109
  • Fiduciaries—541, 541-A, 541-B 
  • Foreign Partner or Member Annual Return—592-F
  • Interest Computation Under The Look-Back Method for Completed Long-Term Contracts — Individuals, Estates, and Trusts—3834
  • Limited Liability Companies—568
  • Nonadmitted Insurance Tax Return—570
  • Nonresidents—540NR Long Form, 540NR Short Form 
  • Partnerships—565
  • Request for Copy of Return (Corporation, Partnership or Limited Liability Company)—3516
  • Request for Copy of Return (Personal or Fiduciary)—3516
  • Residents—540 2EZ and 540
  • S Corporations—100S
  • Water’s-Edge Filers—100W

S Corporations

Sales of Business Property

Shareholder’s Share of Income, Deductions, Credits, etc.

Substitute Forms for Form W-2 or Form 1099-R

Tables for Form 540 2EZ

Targeted Tax Area Deduction and Credit Summary

Tax On

Tax Tables for Individuals

Tax Voucher for Limited Liability Companies

Television Production Credit

Tentative Minimum Tax

Trust Accumulation of Charitable Amounts, Information Return

Trusts

Underpayment of Estimated Tax

  • Corporations—5806
  • Farmers and Fishermen—5805F
  • Fiduciaries—5805
  • Individuals—5805

Water’s-Edge

Water’s-Edge Foreign Investment Interest Offset

Withholding

Resident and Nonresident Withholding

  • Foreign Partner or Member Annual Return—592-F
  • Nonresident Reduced Withholding Request—589
  • Nonresident Withholding Allocation Worksheet—587
  • Nonresident Withholding Exemption Certificate for Previously Reported Income—590-P
  • Nonresident Withholding Waiver Request—588
  • Payment Voucher for Foreign Partner or Member Withholding—592-A
  • Payment Voucher for Resident and Nonresident Withholding—592-V
  • Tax Statement—592-B
  • Withholding Exemption Certificate—590
  • Withholding Order Payment Voucher for Individuals—3760
  • Withholding Statement—592

Real Estate Withholding

  • Payment Voucher—593-V
  • Withholding Certificate—593-C
  • Withholding Computation of Estimated Gain or Loss—593-E
  • Withholding Exemption Certificate—590
  • Withholding Installment Sale Acknowledgment—593-I
  • Withholding Tax Statement—593