California California e-file Return Authorization for Fiduciaries

California e-file Return Authorization for Fiduciaries
2023 FORM 8453-FID California e-file Return Authorization for Fiduciaries
DO NOT MAIL THIS FORM TO THE FTB

Date Accepted _______________________
TAXABLE YEAR

2023

FORM

California e-file Return Authorization for Fiduciaries

Name of estate or trust

8453-FID

FEIN

Name and title of fiduciary

Part I
1
2
3
4
5

Tax Return Information (whole dollars only)

Total income (Form 541, line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1___________________
Taxable income (Form 541, line 20a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2___________________
Total tax (Form 541, line 28) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3___________________
Tax due (Form 541, line 37) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4___________________
Overpaid tax (Form 541, line 38) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5___________________

Part II

Settle Your Account Electronically for Taxable Year 2023

6 • Electronic funds withdrawal
6a Amount ______________________
6b Withdrawal date (mm/dd/yyyy) _____________________
Part III Schedule of Estimated Tax Payments for Taxable Year 2024 (These are NOT installment payments for the current amount the fiduciary owes.)
First Payment
Second Payment
Third Payment
Fourth Payment
7

Amount

8 Withdrawal Date
Part IV Banking Information (Have you verified the fiduciary’s banking information?)
9 Routing number______________________________________________
10 Account number______________________________________________ 11 Type of account:

•

Checking

•

Savings

Part V Declaration of Fiduciary or Officer
I authorize the fiduciary account to be settled as designated in Part II. If I check Part IIll, box 6, I authorize an electronic funds withdrawal for the amount
listed on line 6a and any estimated payment amounts listed on line 7 from the account specified in Part IV.
Under penalties of perjury, I declare that I am a fiduciary or officer representing the fiduciary of the above estate or trust and that the information I provided to
my electronic return originator (ERO), transmitter, or intermediate service provider and the amounts in Part I above agree with the amounts on the corresponding
lines of the fiduciary’s 2023 California income tax return. To the best of my knowledge and belief, the fiduciary’s return is true, correct, and complete. If the
fiduciary is filing a balance due return, I understand that if the Franchise Tax Board (FTB) does not receive full and timely payment of the fiduciary’s tax liability,
the fiduciary will remain liable for the tax liability and all applicable interest and penalties. I authorize the return and accompanying schedules and statements
be transmitted to the FTB by the ERO, transmitter, or intermediate service provider. If the processing of the return is delayed, I authorize the FTB to disclose
to the ERO or intermediate service provider, the reason(s) for the delay.

Sign
Here

▶

Signature of fiduciary or officer representing fiduciary

▶

Date

Title

Part VI Declaration of Electronic Return Originator (ERO) and Paid Preparer. See instructions.
I declare that I have reviewed the above estate or trust return and that the entries on form FTB 8453-FID are complete and correct to the best of my
knowledge. (If I am only an intermediate service provider, I understand that I am not responsible for reviewing the return. I declare, however, that form
FTB 8453-FID accurately reflects the data on the return.) I have obtained the fiduciary or officer representing the fiduciary’s signature on form FTB 8453-FID
before transmitting this return to the FTB; I have provided the fiduciary or officer representing the fiduciary with a copy of all forms and information that
I will file with the FTB, and I have followed all other requirements described in FTB Pub. 1345, 2023 Handbook for Authorized e-file Providers. I will keep
form FTB 8453-FID on file for four years from the due date of the return or four years from the date the fiduciary return is filed, whichever is later, and
I will make a copy available to the FTB upon request. If I am also the paid preparer, under penalties of perjury, I declare that I have examined the above
fiduciary’s return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make
this declaration based on all information of which I have knowledge.

ERO
Must
Sign

ERO’s
signature

Date

▶

Firm’s name (or yours
if self-employed)
and address

▶

Check if
also paid
preparer •

Check
if selfemployed •
Firm’s FEIN

ERO’s PTIN

ZIP code

Under penalties of perjury, I declare that I have examined the above fiduciary’s return and accompanying schedules and statements, and to the best of my
knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge.

Paid
Preparer
Must
Sign

Paid
preparer’s
signature

Date

▶

Firm’s name (or yours
if self-employed)
and address

▶

For Privacy Notice, get FTB 1131 EN-SP.

Check
if selfemployed •

Paid preparer’s PTIN

Firm’s FEIN
ZIP code

FTB 8453-FID 2023