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 (coming soon), California Fiduciary Income Tax Return
  • Schedule D(541), Capital Gain of Loss
  • Schedule J(541) (coming soon), Trust Allocation of an Accumulation Distribution
  • Schedule K-1 (541), Beneficiary's Share of Income, Deductions, Credits
  • Schedule P(541) (coming soon), 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

Enroll in e-file

Visit Enroll in e-file program for information.

How to e-file

Visit How to e-file for information.

Forms

Authorization

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

Payment

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