California State Download Page

Forms & Instructions 

 

 

 

Primary Forms

California Form 540

California Resident Income Tax Return Form 540

California 540 & 540A Booklet

Personal Income Tax Booklet Forms 540 & 540A

California Form 540A

California Resident Income Tax Return Form 540A

California Form 540-2EZ

California Resident Income Tax Return Form 540-2EZ

California 540-2EZ Booklet

Personal Income Tax Booklet Form 540-2EZ

California Form 540NR

California Nonresident or Part-year Resident Income Tax Return (Long) 540-NR

California 540NR Booklet

Nonresident or Part-year Resident Booklet 540NR

California 540NR-Short

California Nonresident or Part-year Resident Income Tax Return (Short) 540NR-S

California NR-S Instructions

Instructions for short NR Form

California 540X

Amended Income Tax Return 540X

California 540X Instructions

Instructions for the Amended Individual Income Tax Return 540X

 

 

California FTB Form 540 Schedules

540 Schedule California

California Adjustments - Residents

540 Schedule California Instructions

Instructions for Form 540 Schedule CA (Residents)

540 Schedule California-NR

California Adjustments - Nonresidents and Part-year residents

540 Schedule California-NR Instructions

Instructions for Schedule CA-NR

California Schedule D

California Capital Gain or Loss Adjustment

California D Instructions

Instructions for Schedule D

California Schedule D-NR

Schedule D-NR

California D-NR Instructions

Instruction for Schedule D-NR

California Schedule D-1

Sales of Business Property

California Schedule D-1 Instructions

Instructions for Schedule D-1

California Schedule G-1

Tax on Lump-Sum Distributions

California Schedule P

Alternative Minimum Tax and Credit Limitations - Resident

California Schedule P Instructions

Instructions for Schedule P

California Schedule P-NR

Alternative Minimum Tax and Credit Limitations - Nonresidents and Part-Year Residents

California Schedule P-NR Instructions

Instructions for Schedule P-NR

California Schedule S

Other State Tax Credit

 

 

Forms

California FTB 3501

Employer Child Care Program/Contribution Credit

California FTB 3503

Natural Heritage Preservation Credit

California FTB 3506

Child and Dependent Care Expenses Credit

California FTB 3506 Instructions

Instructions for Form FTB 3506

California FTB 3507

Prison Inmate Labor Credit

California FTB 3508

Solar Energy System Credit

California FTB 3510

Credit for Prior Year Alternative Minimum Tax (Individuals or Fiduciaries)

California FTB 3521

Low-Income Housing Credit

California FTB 3523

Research Credit

California FTB 3526

Investment Interest Expense Deduction

California FTB 3534

Joint Strike Fighter Credits

California FTB 3540

Credit Carryover Summary

California FTB 3546

Enhanced Oil Recovery Credit

California FTB 3547

Donated Agricultural Products Transportation Credit

California FTB 3548

Disabled Access Credit for Eligible Small Businesses

California FTB 3553

Enterprise Zone Employee Credit

California FTB 3800

Tax Computation for Children Under Age 14 with Investment Income

California FTB 3801

Passive Activity Loss Limitations

California FTB 3801 Instructions

Instructions for FTB 3801

California FTB 3801CR

Passive Activity Credit Limitations

California FTB 3801CR Instructions

Instructions for FTB Form 3801-CR

California FTB 3803

Parents' Election to Report Child's Interest and Dividends

California FTB 3805E

Installment Sale Income

California FTB 3805P

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax Favored Accounts

California FTB 3805P

FTB 3805P Instructions

California FTB 3805V

Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations (Individuals, Estates, and Trusts)

California FTB 3805V

Instructions for FTB Form 3805V

California FTB 3805Z Booklet

Enterprise Zone Business Booklet

California FTB 3806 Booklet

Los Angeles Revitalization Zone Business Booklet

California FTB 3885A

Depreciation and Amortization Adjustments

California 3885A Instructions

Instructions for Form FTB 3885A

California FTB 5805

Underpayment of Estimated Tax by Individuals and Fiduciaries

California FTB 5805 Instructions

Instructions for Form FTB 5805

California FTB 5805F

Underpayment of Estimated Tax by Farmers and Fishermen

California FTB 5870A

Tax on Accumulation Distribution of Trusts

 

 

eFile Declaration Forms

 

California FTB 8453OL

California OnLine eFile Return Authorization

California FTB 8453

California eFile Return Authorization – Preparers

California FTB 8454

eFile Opt-Out Record – Preparers

California FTB 8455

California e-file Payment Record for Individuals

California FTB 8633

California eFile Program Participant Enrollment Form – Preparers

California FTB 8879

California e-file Signature Authorization for Individuals - Preparers

 

 

Estimate Payment Forms

California FTB 540ES

Estimated Tax for Individuals (next tax year)

 

 

Vouchers

California FTB 3519

Payment Voucher for Automatic Extension for Individuals

California FTB 3582

Payment Voucher for Electronically Transmitted Returns

 

 

Other

California FTB 3516

Request for Copy of Tax Return

California FTB 3518

Authorization for One-Time Release of Confidential Tax Information

California FTB 3520

Power of Attorney

California FTB 3525

2006 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc.

California FTB 3533

Change of Address Form

California FTB 9000 Booklet

Homeowner and Renter Assistance Claim Booklet (9000 and 9000R)

 

 

Publications

California BOE Publication 79-B

California Individual Use Tax (for purchases made from out-of-state businesses) (Provided by the State Board of Equalization)

California Publication 705

Request for Innocent Spouse Relief Form and Brochure (REV 09-2006)

California Publication 1001

Supplemental Guidelines to California Adjustments

California Publication 1004

Stock Options Publication

California Publication 1005

Pension and Annuity Guidelines

California Publication 1006

California Tax Forms and Related Federal Forms

California Publication 1008

Federal Tax Adjustments and Your Notification Responsibilities to California (REV 07-2006)

California Publication 1015R

FAQ About Your Residency Tax Audit Brochure (04-2005)

California Publication 1021

California Tax Information For Military Personnel - Extensions and Income Exclusions (REV 03-2003)

California Publication 1023

Nonresident Withholding-Independent Contractor, Rent & Royalty Guidelines (REV 06-1999)

California Publication 1024

Nonresident Withholding-Entertainment Guidelines (REV 06-2006)

California Publication 1031

Guidelines for Determining Resident Status

California Publication 1032

Tax Information for Military Personnel

California Publication 1034

How to Claim a State Tax Deduction for Your Disaster Loss (REV 01-2004)

California Publication 1039

Basis of Property Decedent and Surviving Spouse (REV 10-1990)

California Publication 1051A

Guidelines for Married Filing Separate Returns (REV 10-2004)

California Publication 1082

Research & Development Credit: Frequently Asked Questions (REV 08-2002)

California Publication 1126

Frequently Asked Questions About Enterprise Zone Tax Incentives (REV 07-2003)

California Publication 1540

California Head of Household Filing Status Information

California Publication 1540A

Head of Household - Are You Eligible? (REV 01-2007)

California Publication 3567 Booklet

Installment Agreement Request Booklet (REV 10-2004)

California Publication 4905PIT

Offer In Compromise for Individual Taxpayers (REV 08-2006)

California Publication 8305

2003 Reporting Requirements for Forms 1098, 1099, 5498, W-2G (REV 12-2006)