California California Allocation of Estimated Tax Payments to Beneficiaries

California Allocation of Estimated Tax Payments to Beneficiaries
2023 Form 541-T California Allocation of Estimated Tax Payments to Beneficiaries
TAXABLE YEAR

2023

California Allocation of Estimated Tax
Payments to Beneficiaries

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FORM

541-T

For calendar year 2023 or fiscal year beginning (mm/dd/yyyy) ____________________ and ending (mm/dd/yyyy) _________________________
Name of estate or trust

FEIN

Name and title of fiduciary
Additional information (see instructions)
Street address of fiduciary (number and street) or PO box

Apt. no./ste. no.

City

State

Foreign country name

Foreign province/state/county

ZIP code

PMB/private mailbox

I

Foreign postal code

I
Calendar year trusts: File this form no later than March 5, 2024.
If you are filing this form for the final year of the estate or trust, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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1 Total amount of estimated taxes to be allocated to beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ ___________________
2 Allocation to beneficiaries:

(a)
No.

(b)
Beneficiary’s name and address

(c)
Beneficiary’s
SSN/ITIN or FEIN

(d)
Amount of estimated
tax payment allocated to
beneficiary

(e)
Proration
percentage

1

%

2

%

3

%

4

%

5

%

6

%

7

%

8

%

9

%

10

%

3 Total from additional sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3

4 Total amounts allocated. (Must equal line 1, above) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4

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 allocation, including accompanying schedules and statements, and to the best of my

Sign Here 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 fiduciary or officer representing fiduciary

Date
Telephone

X

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7031233

Form 541-T  2023

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