TaxFormFinder
California Charitable Remainder and Pooled Income Trusts
Extracted from PDF file 2023-california-form-541-b-form.pdf, last modified October 2023Charitable Remainder and Pooled Income Trusts
TAXABLE YEAR 2023 Charitable Remainder and Pooled Income Trusts CALIFORNIA FORM 541-B Name of trust FEIN Name of trustee(s) Additional information (see instructions) Street address (number and street) or PO box Apt. no./ste. no. City State Foreign country name PMB/private mailbox ZIP code Foreign province/state/county Foreign postal code • Date trust created (mm/dd/yyyy) • Type of trust (1) • Charitable lead trust (2) • Charitable remainder annuity trust (3) • Charitable remainder unitrust (4) • Pooled income fund (5) • Other Fair Market Value (FMV) of assets at end of taxable year Check the applicable box: Gross Income • Initial Tax Return • • Final Tax Return • Amended Tax Return • New Trustee • New Address Part I Income and Deductions (All Trusts complete Sections A through D) Section A – Ordinary Income 1 Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 00 2a Ordinary dividends (including qualified dividends) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a 00 3 Business income (or loss). Attach federal Schedule C (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 00 4 4 00 5 00 6 00 7 00 8 00 9 00 10 00 12 Total capital gains (losses). Combine lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section C – Nontaxable Income 12 00 13 Tax-exempt interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 00 14 Other nontaxable income. List type and amount ____________________________________________________ . . . . . . 14 00 15 Total nontaxable income. Add lines 13 and 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 00 b Qualified dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 7 2b 00 • 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. State nature of income ____________________________________________________________. . . . • Total ordinary income. Add lines 1, 2a, and 3 through 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 8 Section B – Capital Gains (Losses) • Add unused capital loss carryover from Schedule D (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 9 Net capital gain (loss) from Schedule D (541), line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 Unrecaptured IRC Section 1250 gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sign Here 11 00 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. Signature of trustee or officer representing trustee Date X Preparer’s signature Date X Paid Preparer’s Firm’s name (or yours, if self-employed) and address Use Only Check if selfemployed ▶ • • PTIN • Firm’s FEIN Telephone May the FTB discuss this tax return with the preparer shown above (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . . For Privacy Notice, get FTB 1131 EN-SP. 7021233 • • Yes • No Form 541-B 2023 Side 1 Section D – Deductions 16 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 00 17 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 00 18 Trustee fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 00 19 Attorney, accountant, and tax return preparer fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 19 00 20 Other allowable deductions. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 20 00 21 Total (Add lines 16 through 20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 21 00 22 Charitable deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 00 23a Enter the amount from line 21 allocable to ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23a 00 • 23b 00 24a Enter the amount from line 21 allocable to capital gains (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a 00 • 24b 00 25a Enter the amount from line 21 allocable to nontaxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a 00 b Subtract line 25a from line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b 00 22 Section E – Deductions Allocable to Income Categories (IRC Section 664 trust only) b Subtract line 23a from line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Subtract line 24a from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Side 2 Form 541-B 2023 7022233 Part II Unrelated Business Taxable Income 26 Did the trust have any unrelated business taxable income? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • Yes • No If “Yes,” file a separate Form 541 to report the tax due . . . . $ _________________________or overpaid tax . . . . $ _______________________ Part III Schedule of Distributable Income (IRC Section 664 trust only) Accumulations (a) Ordinary income (b) Capital gains (losses) (c) Nontaxable income 27 Undistributed income from prior taxable years 28 Current taxable year net income year (before distributions) . . . . . . . . . . . . . . . . . . . • In column (a), enter the amount from line 23b • In column (b), enter the amount from line 24b • In column (c), enter the amount from line 25b 29 Total distributable income. Add lines 27 and 28 Part IV-A Distributions of Principal for Charitable Purposes 30 Principal distributed in prior taxable years for charitable purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 31 Principal distributed during the current taxable year for charitable puposes. Fill in the information for columns (A), (B), and (C) and enter the amount distributed on the space to the right. (A) Payee’s name and address (B) Date of distribution (mm/dd/yyyy) 00 (C) Charitable purpose and description of assets distributed a 31a 00 31b 00 31c 32 00 00 33a 33b 34 00 00 00 35a 00 35b 00 35c 36 Add lines 35a through 35c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 37 Carryover. Subtract line 36 from line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 00 00 00 b c • 32 Total. Add lines 30 through 31c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Part IV-B Accumulated Income Set Aside and Income Distributions for Charitable Purposes 33a Accumulated income set aside in prior taxable years for which a deduction was claimed under IRC Section 642(c) . . . . . . 33b Enter the amount shown on Side 2, line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Add lines 33a and 33b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Distributions made during the taxable year: • For income set aside in prior taxable years for which a deduction was claimed under IRC Section 642(c), • For charitable purposes for which a charitable deduction was claimed under IRC Section 642(c) in the current taxable year. Fill in the information for columns (A), (B), and (C) and enter the amount distributed on the line to the right. (A) Payee’s name and address (B) Date of distribution (mm/dd/yyyy) (C) Charitable purpose and description of assets distributed a b c 7023233 Form 541-B 2023 Side 3 Part V Balance Sheet (a) Beginning-of-Year Book Value Assets 38 Cash – non-interest bearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 a Accounts receivable . . . . . . . . . . . . . . . . . . . . . . . . . . 40a b Less: allowance for doubtful accounts . . . . . . . . . . . . 40b 41 Receivables due from officers, directors, trustees, and other disqualified persons. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 a Other notes and loans receivable . . . . . . . . . . . . . . . . 42a b Less: allowance for doubtful accounts . . . . . . . . . . . . 42b 43 Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 a Investments – U.S. and state government obligations. Attach schedule. . . . . . . . . b Investments – corporate stock. Attach schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . c Investments – corporate bonds. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . 46 a Investments – land, buildings, and equipment basis. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46a b Less: accumulated depreciation . . . . . . . . . . . . . . . . . 46b 47 Investments – other. Attach schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 a Land, buildings, and equipment (trade or business): 48a basis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Less: accumulated depreciation . . . . . . . . . . . . . . . . . 48b 49 Other assets. Describe ____________________________________________ . . . 50 Total assets. Add lines 38 through 49 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Liabilities 51 Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Loans from officers, directors, trustees, and other disqualified persons . . . . . . . . . . 54 Mortgages and other notes payable. Attach schedule. . . . . . . . . . . . . . . . . . . . . . . . . 55 Other liabilities. Describe __________________________________________. . . . 56 Total liabilities. Add lines 51 through 55 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net Assets 57 Trust principal or corpus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 a Undistributed income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Undistributed capital gains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Undistributed nontaxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Total net assets. Add lines 57 through 58c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Total liabilities and net assets. Add line 56 and line 59 . . . . . . . . . . . . . . . . . . . . . . Side 4 Form 541-B 2023 7024233 (b) End-of-Year Book Value (c) FMV (see instructions) 38 39 41 43 44 45a 45b 45c 47 49 50 • • • 51 52 53 54 55 56 • • • • • 57 58a 58b 58c 59 60 Part VI-A Charitable Remainder Annuity Trust (CRAT) Information (Complete only if an IRC Section 664 CRAT) 61 a Enter the initial fair market value (FMV) of the property placed in the trust. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the total annual annuity amounts for all recipients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 61a 61b 00 00 Part VI-B Charitable Remainder Unitrust (CRUT) Information (Complete only if an IRC Section 664 CRUT) 62 Is the CRUT a net income charitable remainder unitrust (NICRUT) as described in IRC Regulations Section 1.664-3(a)(1)(i)(b)(1)?. . . . . . . . • Yes • No 63 Is the CRUT a net income with make-up charitable remainder unitrust (NIMCRUT) as described in IRC Regulations Section 1.664-3(a)(1)(i)(b)(2)? . • Yes • No 64 Did the trust change its method of payment during the taxable year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • Yes • No If “Yes,” describe the triggering event. Include the date of the event and the old method of payment. ____________________________________________ ___________________________________________________________________________________________________________________________ 65a 65 a Enter the unitrust fixed percentage to be paid to the recipients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . % b Unitrust amount. Subtract line 56, column (c) from line 50, column (c) and multiply the result by the percentage 00 on line 65a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65b If “Yes,” on line 62 or line 63, go to line 66a. Otherwise skip lines 66a through 67b and enter the line 65b amount on line 68. 66a 00 66 a Trust’s accounting income for 2023. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” on line 62, go to line 66b. If “Yes,” on line 63, skip line 66b and go to line 67a. 00 b Enter the smaller of line 65b or line 66a here and on line 68. Skip lines 67a and 67b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66b • • 67 a Total accumulated distribution deficiencies from previous years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67a b Add lines 65b and 67a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67b If lines 67a and 67b are completed, enter the smaller of line 66a or line 67b on line 68. 68 68 Required unitrust distribution for 2023. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Carryover of accumulated distribution deficiency (only for trusts that answered “Yes” on line 63.) Subtract line 68 from line 67b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 70 If this is the final tax return, enter the initial FMV of all assets placed in trust by the donor. . . . . . . . . . . . . . . . . . . . . . . . . . 70 71 Did the trustee change the method of determining the FMV of the assets? If “Yes,” attach an explanation. . . . . . . . . . . . . . . . . . . . . . . . . . . • Yes 72 Were any additional contributions received by the trust during 2023? If “Yes,” complete Side 6, Schedule A, Part III . . . . . . . . . . . . . . . . . . • Yes • 00 00 00 00 00 • No • No Part VII Questionnaire for Charitable Lead Trusts, Pooled Income Funds, and Charitable Remainder Trusts Section A – All Trusts 73 Check this box if any of the split-interest trust’s income interests expired during 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 74 Check this box if all of the split-interest trust’s income interests expired before 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • If either box is checked and this is not a final tax return, attach an explanation. Section B – Charitable Lead Trusts 00 75 Enter the amount of annuity or unitrust payments required to be paid to charitable beneficiaries for 2023 . . . . . . . . . . . . . . 75 Section C – Pooled Income Funds 00 76 Enter the amount of contributions received during 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 00 77 Enter the amount required to be distributed for 2023 to satisfy the remainder interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 00 78 Enter any amounts that were required to be distributed to the remainder beneficiary that remain undistributed . . . . . . . . . . 78 00 79 Enter the amount of income required to be paid to the charitable remainder beneficiary for 2023 . . . . . . . . . . . . . . . . . . . . 79 Section D – Charitable Remainder Trusts 80 Check this box if you are filing for a charitable remainder annuity trust or a charitable remainder unitrust whose charitable interests involve only cemeteries or war veterans’ posts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 81 Check this box if you are making an election under IRC Regulations Section 1.664-2(a)(1)(i)(a)(2) or 1.664-3(a)(1)(i)(g)(2) to treat income generated from certain property distributions (other than cash) by the trust as occurring on the last day of the taxable year. . . . . . . . . . . . . . . . . . . • 82 Is this the initial tax return? If “Yes,” attach a copy of the trust instrument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .• Yes • No 83 Was the trust instrument amended during the year? If “Yes,” attach a copy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .• Yes • No 84a If this is the final tax return, were final distributions made according to the trust instrument? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .• Yes • No b If “Yes,” did you complete Side 3, Part IV-A, line 31? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .• Yes • No c If “No,” explain why. ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________________________ 85 If this was the final year, was an early termination agreement signed by all parties to the trust? . . . . . . . . . . . . . . . . . . . . . . . . . . . • Yes • No • N/A If “Yes,” attach a copy of the signed agreement. 86 At any time during the calendar year 2023, did the trust have an interest in or a signature or other authority over a bank, securities, or other financial account in a foreign country? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .• Yes • No If “Yes,” enter the name of the country. ____________________________________________________________________________________________ 7025233 Form 541-B 2023 Side 5 Schedule A – Distributions, Assets, and Donor Information Part I Accumulation Schedule (IRC Section 664 trust only) (a) Ordinary income Accumulations (b) Capital gains (losses) (c) Nontaxable income 1 Total distributable income. Enter the amount from Side 3, Part III, line 29 . . . . . . . . . . . 2a Total distributions for 2023. _____________________ 2b 2023 distributions from income . . . . . . . . . . . . . . . . . . . . . . 3 Undistributed income at end of taxable year. Subtract line 2b from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . Part II-A Current Distributions Schedule (IRC Section 664 trust only) (a) Name of recipient • • 4a 4b 4c 4a 4b 4c Total • • (d) Ordinary income • • (b) Identifying number • • (e) Capital gains (f) Nontaxable income • • • • (c) Percentage of total unitrust amount payable (if applicable) % % % (g) Corpus (h) Total. Add cols. (d) through (g) If Part II-A Total, column (h) does not agree with line 61b for a CRAT or line 68 for a CRUT, check here and attach explanation. . . . . . . . . . . . . . . . . . . . . . . . . . • Part II-B Current Distributions (charitable lead trust or pooled income funds only) 5 Enter the amount required to be paid to private beneficiaries for 2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $______________________ Part III Assets and Donor Information 6 Is this the initial tax return or were additional assets contributed to the trust in 2023? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .• Yes If “Yes,” complete the schedule below. If “No,” complete only column (a) of the schedule below. (a) Name and address of donor (b) Description of each asset donated (c) FMV of each asset on date of donation 7a 7b 7c 7d Total. Add lines 7a through 7c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Side 6 Form 541-B 2023 7026233 • No (d) Date of donation (mm/dd/yyyy)
2023 Form 541-B Charitable Remainder and Pooled Income Trusts
More about the California Form 541-B Form Corporate Income Tax TY 2023
This form is to be filled out if you have a pooled income trusts and requires you to estimate any deductions depending on that type of income.
We last updated the Charitable Remainder and Pooled Income Trusts in January 2024, so this is the latest version of Form 541-B Form, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 541-B Form directly from TaxFormFinder. You can print other California tax forms here.
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|---|---|
| 3805-Z Booklet | Enterprise Zone Business Booklet |
| Form 100-ES | Corporation Estimated Tax |
| Form 541 Schedule K-1 | Beneficiary's Share of Income, Deductions, Credits, etc. |
| Form 3539 (Corp) | Payment for Automatic Extension for Corps and Exempt Orgs |
| Form 3537 (LLC) | Payment for Automatic Extension for LLCs |
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-B Form from the Franchise Tax Board in January 2024.
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-B Form
We have a total of thirteen past-year versions of Form 541-B Form in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Form 541-B Form
2023 Form 541-B Charitable Remainder and Pooled Income Trusts
2022 Form 541-B Form
2022 California Form 541-B Charitable Remainder and Pooled Income Trusts
2021 Form 541-B Form
2021 Form 541-B Charitable Remainder and Pooled Income Trusts
2020 Form 541-B Form
2020 Form 541-B Charitable Remainder and Pooled Income Trusts
2019 Form 541-B Form
2019 California Form 541-B Charitable Remainder and Pooled Income Trusts
2018 Form 541-B Form
2018 Form 541-B - Charitable Remainder and Pooled Income Trusts
2017 Form 541-B Form
2017 Form 541-B - Charitable Remainder and Pooled Income Trusts
2016 Form 541-B Form
2016 Form 541-B -- Chartible Remainder and Pooled Income Trusts
2015 Form 541-B Form
2015 Form 541-B -- Charitable Remainder and Pooled Income Trusts
2014 Form 541-B Form
2014 Form 541-B -- Charitable Remainder and Pooled Income Trusts
2013 Form 541-B Form
2013 Form 541-B -- Charitable Remainder and Pooled Income Trusts
2012 Form 541-B Form
2012 Form 541-B -- Charitable Remainder and Pooled Income Trusts
2011 Form 541-B Form
2011 Form 541-B -- Charitable Remainder and Pooled Income Trusts
TaxFormFinder Disclaimer:
While we do our best to keep our list of California Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.