California California e-file Payment Record for Fiduciaries

California e-file Payment Record for Fiduciaries
2023 FORM 8879-FID California e-file Signature Authorization for Fiduciaries
DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR

2023

FORM

California e-file Signature Authorization for Fiduciaries

Name of estate or trust

8879-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 Declaration and Signature Authorization of Fiduciary (Be sure you obtain and keep a copy of the fiduciary’s return.)
Under penalties of perjury, I declare that I am a fiduciary or officer representing the fiduciary of the above estate or trust and I have examined a copy of the estate
or trust return and accompanying schedules and statements for the 2023 tax year and to the best of my knowledge and belief, it is true, correct, and complete. I
further declare that the information I provided to my electronic return originator (ERO), transmitter, or intermediate service provider (including the name, address
and federal employer identification number (FEIN) of the fiduciary) and the amounts shown in Part I above agree with the information and amounts shown on the
corresponding lines of the electronic income tax return. If applicable, I authorize an electronic funds withdrawal of the amount on line 4 and/or the estimated tax
payments as shown on the fiduciary’s return and on form FTB 8455-FID, California e-file Payment Record for Fiduciaries, or a comparable form. I authorize my
ERO, transmitter, or intermediate service provider to transmit the complete return to the Franchise Tax Board (FTB). If the processing of the return is delayed,
I authorize the FTB to disclose to my ERO, intermediate service provider, and/or transmitter the reason(s) for the delay. If I am filing a balance due return, I
understand that if the FTB does not receive full and timely payment of the fiduciary’s tax liability, the fiduciary remains liable for the tax liability and all applicable
interest and penalties. I acknowledge that I have read and consent to the Electronic Funds Withdrawal Consent included on the copy of the electronic income
tax return. I have selected a personal identification number (PIN) as my signature for the electronic income tax return and, if applicable, the Electronic Funds
Withdrawal Consent.
Fiduciary’s PIN: check one box only

•

I authorize

to enter the fiduciary’s PIN
ERO firm name

Do not enter all zeros

as my signature on my 2023 e-filed California fiduciary income tax return.

•

As a fiduciary or officer representing the fiduciary, I will enter my PIN as my signature on my 2023 e-filed California fiduciary income tax return. Check this
box only if you are entering your own PIN and the fiduciary’s return is filed using the Practitioner PIN method. The ERO must complete Part III below.

Your signature ▶ _____________________________________________________________ Date ▶ ________________________________________
Practitioner PIN Method Returns Only -- continue below
Part III Certification and Authentication — Practitioner PIN Method Only
ERO’s Electronic Filer Identification Number (EFIN)/PIN.
Enter your six-digit EFIN followed by your five-digit self-selected PIN.

Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the 2023 California fiduciary income tax return for the estate or trust indicated above.
I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN method and FTB Pub. 1345, 2023 Handbook for Authorized
e-file Providers.
ERO’s signature ▶ ____________________________________________________________ Date ▶ ________________________________________

For Privacy Notice, get FTB 1131 EN-SP.

FTB 8879-FID 2023