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California California Fiduciary Income Tax Return
Extracted from PDF file 2023-california-form-541.pdf, last modified December 2023California Fiduciary Income Tax Return
TAXABLE YEAR 2023 FORM California Fiduciary Income Tax Return 541 For calendar year 2023 or fiscal year beginning (mm/dd/yyyy) _____________________, and ending (mm/dd/yyyy) __________________________ • Type of entity . Name of estate or trust FEIN A Check all that apply . (1) • Decedent’s estate (2) • Simple trust (3) • Complex trust (4) • Grantor trust R Name and title of all fiduciaries, see instructions Additional information (see instructions) (5) • Bankruptcy estate – Chapter 7 Street address (number and street) or PO box (6) • Bankruptcy estate – Chapter 11 (7) • Pooled income fund (8) • ESBT (9) • QSST (10) • Apportioning trust (11) • ING trust (12) • ING trust w/ election (13) • Qualified disability trust RP PBA code Apt no./suite no. City (If you have a foreign address, see page 9) State Foreign country name Foreign province/state/county Check applicable boxes: • • Initial tax return • Final tax return • REMIC • Protective claim PMB/private mailbox ZIP code Foreign postal code Deductions Income • Amended tax return • Change in fiduciary’s name or address Complete Schedule G on Side 3 if trust has nonresident trustees and/or nonresident beneficiaries. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 20 Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business income or (loss) . Attach federal Schedule C (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capital gain or (loss) . Attach Schedule D (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Rents, royalties, partnerships, other estates and trusts, etc . Attach federal Schedule E (Form 1040) . . . . . . . . . . . . . . . . . Farm income or (loss) . Attach federal Schedule F (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ordinary gain or (loss) . Attach Schedule D-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other income . See instructions . State nature of income . . . . . . . . . Total income. Add line 1 through line 8 . (Apportioning fiduciaries: Complete Schedule G on Side 3) . . . . . . . . . . . . . . . . . • • • • • • • 00 00 00 00 00 00 00 00 00 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 00 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 00 12 00 Fiduciary fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 00 Charitable deduction . Enter the amount from Side 2, Schedule A, line 5 . . . . . . . . . . . . . . Attorney, accountant, and tax return preparer fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 00 00 a Other deductions not subject to 2% floor . Attach Schedule . . 15a 00 b Allowable misc . itemized deductions subject to 2% floor . . . . . 15b 15c 00 c Total . Add line 15a and line 15b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Total . Add line 10 through line 14 and line 15c . (Apportioning fiduciaries: Complete Schedule G on Side 3) . . . . . . . . . . . . 17 Adjusted total income (or loss) . Subtract line 16 from line 9 . Enter here and on Side 3, Schedule B, line 1 . . . . . . . . . . . . 18 Income distribution deduction from Side 3, Schedule B, line 15 . Attach Schedule K-1 (541) . . . . . . . . . . . . . . . . . . . . . . . a Taxable income of fiduciary . Subtract line 18 from line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 20a 20b 00 b ESBT taxable income (S-portion only) See instructions . . . . . . . . . . . . . . . . . . . . . . . . . • • • • • • • • • 00 00 00 00 • 21 21 a Regular tax ________________; b Other taxes ________________; c QSF tax ________________; d Total . . . . . . 22 Exemption credit . See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 00 and amount . . . . . . . . . . . . . . . . 23 00 23 Credits . Attach worksheet . Enter code If more than one credit, see instructions . 24 Total . Add line 22 and line 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Subtract line 24 from line 21 . If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Alternative minimum tax . Attach Schedule P (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Mental Health Services Tax . See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Total tax . Add line 25, line 26, and line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 California income tax withheld . See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 California income tax previously paid . See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Withholding Form 592-B and/or 593 . See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 2023 CA estimated tax, amount applied from 2022 tax return, and payment with form FTB 3563 . . . . . . . . . . . . . . . . . . . . • Tax and Payments 1 2 3 4 5 6 7 8 9 00 • • 24 • • • • • • • 3161233 00 00 00 00 00 00 00 00 00 25 26 27 28 29 30 31 32 Form 541 2023 Side 1 Tax and Payments 33 34 35 36 37 38 39 40 41 Total payments . Add line 29, line 30, line 31, and line 32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Use tax . See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Payments balance . If line 33 is more than line 34, subtract line 34 from line 33 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • Use tax balance . If line 34 is more than line 33, subtract line 33 from line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • Tax Due . If line 28 is more than line 35, subtract line 35 from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overpaid tax . If line 35 is more than line 28, subtract line 28 from line 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount on line 38 to be credited to 2024 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount of overpaid tax available this year . Subtract line 39 from line 38 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total voluntary contributions from Side 4, line 61 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 00 00 00 00 00 00 00 00 00 • 34 • • • • 35 36 37 38 39 40 41 42 Refund or no amount due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 43 Amount due. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 43 44 44 Underpayment of estimated tax . Check the box: • FTB 5805 attached • FTB 5805F attached . See instructions . . . . 00 00 00 • Schedule A Charitable Deduction. Do not complete for a simple trust or a pooled income fund . See instructions . 1 a Amounts paid for charitable purposes from gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a 00 1b 00 b Amounts permanently set aside for charitable purposes from gross income . See instructions . c Total . Add line 1a and line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Tax-exempt income allocable to charitable contributions . See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Subtract line 2 from line 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable purposes . . . . . . . . . . . . . . . . . . . 5 Charitable deduction. Add line 3 and line 4 . Enter here and on Side 1, line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • Other Information 1c 2 3 4 00 00 00 00 00 5 • 1 a Date trust was created or, if an estate, date of decedent's death (mm/dd/yyyy) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a b Name of Grantor(s) of Trust (attach an additional sheet if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b 2 a If an estate, was decedent a California resident? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Was decedent married at date of death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c If “Yes,” enter surviving spouse’s/RDP’s social security number (or ITIN) and name: 3 If an estate, enter fair market value (FMV) of: a Decedent’s assets at date of death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a b Assets located in California . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b c Assets located outside California . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3c Note: Income of final year is taxable to beneficiaries . 4 If this is the final tax return of an estate, enter date of court order, if applicable, authorizing the final distribution . . . . . . . . . . . . . . . . 4 5 Did the estate or trust receive tax-exempt income? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” attach computation of the allocation of expenses . 6 Is this tax return for a short taxable year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Has the estate or trust included a Reportable Transaction, or Listed Transaction within this tax return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” complete and attach federal Form 8886 . 8 Does this trust have a beneficial interest in a trust or is it a grantor of another trust? Attach schedule of trusts and federal IDs . . . . . . . . . . 9 During the year did the estate or trust defer any income from the disposition of assets? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • • Sign Here • Yes • No • Yes • No • Yes • No • Yes • No • Yes • No • Yes • No • Yes • No Our privacy notice can be found in annual tax booklets or online. Go to ftb.ca.gov/privacy to learn about our privacy policy statement, or go to ftb.ca.gov/forms and search for 1131 to locate FTB 1131 EN-SP, Franchise Tax Board Privacy Notice on Collection. To request this notice by mail, call 800.338.0505 and enter form code 948 when instructed. Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Date Signature of trustee or officer representing fiduciary X Date Preparer’s signature X Check if selfemployed • Paid Firm’s name (or yours, if self-employed) and address Preparer’s Use Only Form 541 2023 • Firm's FEIN Telephone May the FTB discuss this tax return with the preparer shown above (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . . Side 2 • PTIN 3162233 •• Yes • No Schedule B 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Income Distribution Deduction. Adjusted total income . Enter amount from Side 1, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adjusted tax-exempt interest and nontaxable gain from installment sale of small business stock . See instructions . . . . . . . . . . . . . . Net gain shown on Schedule D (541), line 9, column (a) . If net loss, enter -0- . See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter amount from Schedule A, line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter capital gain included on Schedule A, line 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If the amount on Side 1, line 4 is a gain, enter the amount here as a negative number . If the amount on Side 1, line 4 is a loss, enter the loss as a positive number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Distributable net income . Combine line 1 through line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Income for the taxable year determined under the governing instrument (accounting income) . . . . 8 00 Income required to be distributed currently (IRC Section 651) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other amounts paid, credited, or otherwise required to be distributed (IRC Section 661) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total distributions . Add line 9 and line 10 . If the result is greater than line 8, see federal Form 1041, Schedule B, line 11 instructions to see if you must complete Schedule J (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the total amount of tax-exempt income included on line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tentative income distribution deduction . Subtract line 12 from line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tentative income distribution deduction . Subtract line 2 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Income distribution deduction. Enter the smaller of line 13 or line 14 here and on Side 1, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule G 00 00 00 00 00 6 7 00 00 9 10 00 00 11 12 13 14 15 00 00 00 00 00 California Source Income and Deduction Apportionment. Complete line 1a through line 1f before Part II . Part I: If a trust, enter the number of: 1 a California resident trustees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Nonresident trustees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Total number of trustees (line a plus line b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d California resident beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Nonresident beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Total number of beneficiaries (line d plus line e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Part II: 1 2 3 4 5 • • • • • • Income Allocation. Complete column A through column F . Enter the amounts from lines 1-9, column F, on Form 541, Side 1, lines 1-9 . Type of Income 1 Interest 2 Dividends 3 Business income 4 Capital gain 5 Rents, royalties, etc . 6 Farm income 7 Ordinary gain 8 Other income 9 Total income (A) (B) California Source Income Non-California Source Income • • • • • • • • • • • • • • • • • • (C) Apportioned Income # CA Trustees X B # Total Trustees (D) Remaining Non-California Source Income Col. B – Col. C (E) Apportioned Income # CA Beneficiaries X D # Total Beneficiaries (F) Income Reportable to California (Col. A+C+E) Deduction Allocation. Complete column G and column H . Enter the amounts from lines 10-15b, column H, on Form 541, Side 1, lines 10-15b . Type of Deduction (G) Total Deductions (H) Amounts Allocable To California 10 Interest 11 Taxes 12 Fiduciary fees 13 Charitable deduction 14 Attorney, accountant, and tax return preparer fees 15 a Other deduction not subject to 2% floor b Allowable misc . itemized deductions subject to 2% floor 16 Total deductions 3163233 Form 541 2023 Side 3 Voluntary Contributions Code Amount Alzheimer’s Disease and Related Dementia Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 401 00 Rare and Endangered Species Preservation Voluntary Tax Contribution Program . . . . . . . . . . . . . . . . . . . . . . . . . . • 403 00 California Breast Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 405 00 California Firefighters’ Memorial Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 406 00 Emergency Food for Families Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 407 00 California Peace Officer Memorial Foundation Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . • 408 00 California Sea Otter Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 410 00 California Cancer Research Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 413 00 School Supplies for Homeless Children Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 422 00 Protect Our Coast and Oceans Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 424 00 Keep Arts in Schools Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 425 00 California Senior Citizen Advocacy Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 438 00 Native California Wildlife Rehabilitation Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 439 00 Rape Kit Backlog Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 440 00 Suicide Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 444 00 Mental Health Crisis Prevention Voluntary Tax Contribution Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 445 00 61 • 00 Total voluntary contributions. Add codes 401 through 445 . Enter the total here and on Side 2, line 41 . . . . . Side 4 Form 541 2023 3164233 61
2023 Form 541 California Fiduciary Income Tax Return
More about the California Form 541 Corporate Income Tax Tax Return TY 2023
A form created for income tax returns for fiduciary relationships in the state of California. It requires information about income, deductions, tax and payment, and other general information.
We last updated the California Fiduciary Income Tax Return in January 2024, so this is the latest version of Form 541, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 541 directly from TaxFormFinder. You can print other California tax forms here.
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File Now with TurboTaxRelated California Corporate Income Tax Forms:
TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the California Form 541.
| Form Code | Form Name |
|---|---|
| Form 541 Schedule K-1 | Beneficiary's Share of Income, Deductions, Credits, etc. |
| Form 3563 (541) | Payment for Automatic Extension for Fiduciaries |
| Form 541 Schedule P | Alternative Minimum Tax and Credit Limitations - Fiduciaries |
| Form 541 Schedule D | Capital Gain or Loss |
| Form 541-ES Form | Estimated Tax for Fiduciaries |
| Form 541-A Form | Trust Accumulation of Charitable Amounts |
| Form 541-B Form | Charitable Remainder and Pooled Income Trusts |
| Form 541-T | California Allocation of Estimated Tax Payments to Beneficiaries |
| Form 3541 | California Motion Picture and Television Production Credit |
| Form 541 Schedule J | Trust Allocation of an Accumulation Distribution |
View all 175 California Income Tax Forms
Form Sources:
California usually releases forms for the current tax year between January and April. We last updated California Form 541 from the Franchise Tax Board in January 2024.
Form 541 is a California Corporate Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.
About the Corporate Income Tax
The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.
Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).
Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.
Historical Past-Year Versions of California Form 541
We have a total of thirteen past-year versions of Form 541 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Form 541
2023 Form 541 California Fiduciary Income Tax Return
2022 Form 541
2022 Form 541 California Fiduciary Income Tax Return
2021 Form 541
2021 Form 541 California Fiduciary Income Tax Return
2020 Form 541
2020 Form 541 California Fiduciary Income Tax Return
2019 Form 541
2019 Form 541 California Fiduciary Income Tax Return
2018 Form 541
2018 Form 541 - California Fiduciary Income Tax Return
2017 Form 541
2017 Form 541 - California Fiduciary Income Tax Return
2016 Form 541
2016 Form 541 California Fiduciary Income Tax Return Form
2015 Form 541
2015 Form 541 -- California Fiduciary Income Tax Return
2014 Form 541
2014 Form 541 -- California Fiduciary Income Tax Return
2013 Form 541
2013 Form 541 -- California Fiduciary Income Tax Return
2012 Form 541
2012 Form 541 -- California Fiduciary Income Tax Return
2011 Form 541
2011 Form 541 -- California Fiduciary Income Tax Return
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