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California Free Printable 2023 FTB Publication 1006 California Tax Forms and Related Federal Forms for 2024 California California Tax Forms and Related Federal Forms

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California Tax Forms and Related Federal Forms
2023 FTB Publication 1006 California Tax Forms and Related Federal Forms

FTB Publication 2023 California Tax Forms and Related Federal Forms 1006 THIS PAGE INTENTIONALLY INTENTIONALLY LEFT LEFT BLANK BLANK Visit our website: ftb.ca.gov Page 2  FTB Pub. 1006  2023 FRANCHISE TAX BOARD (FTB) FORMS CALIFORNIA FORM – Title or Description 100 California Corporation Franchise or Income Tax Return Sch H (100) Sch P (100) Sch R Sch R-7 100-ES FTB 3577 FTB 3586 FTB 3885 100S Sch B (100S) Sch C (100S) Sch D (100S) Sch H (100S) Sch K-1 (100S) Sch QS (100S) 100W Sch H (100W) Sch P (100W) 100-WE FTB 1115 FTB 1117 FTB 2416 FTB 2424 100X 109 199 Dividend Income Deduction Alternative Minimum Tax and Credit Limitations — Corporations Apportionment and Allocation of Income Election to File a Unitary Taxpayers’ Group Return Corporation Estimated Tax Pending Audit Tax Deposit Voucher for Corporations Payment Voucher for Corporations and Exempt Organizations e-filed Returns Corporation Depreciation and Amortization California S Corporation Franchise or Income Tax Return S Corporation Depreciation and Amortization S Corporation Tax Credits S Corporation Capital Gains and Losses and Built-In Gains S Corporation Dividend Income Deduction Shareholder’s Share of Income, Deductions, Credits, etc. Qualified Subchapter S Subsidiary (QSub) Information California Corporation Franchise or Income Tax Return — Water’s-Edge Filers Dividend Income Deduction — Water’s-Edge Filers Alternative Minimum Tax and Credit Limitations — Water’s-Edge Filers Water’s-Edge Election Request for Consent for a Water’s-Edge Re-Election Request to Terminate Water’s-Edge Election Schedule of Included Controlled Foreign Corporations (CFC) Water’s-Edge Foreign Investment Interest Offset Amended Corporation Franchise or Income Tax Return California Exempt Organization Business Income Tax Return California Exempt Organization Annual Information Return 540 540-ES FTB 3885A Sch CA (540) California Resident Income Tax Return Estimated Tax for Individuals Depreciation and Amortization Adjustments California Adjustments — Residents Sch D (540) Sch D-1 Sch G-1 Sch P (540) Sch S Sch W-2 540 2EZ 540NR California Capital Gain or Loss Adjustment Sales of Business Property Tax on Lump-Sum Distributions Alternative Minimum Tax and Credit Limitations — Residents Other State Tax Credit Wage and Tax Statement California Resident Income Tax Return California Nonresident or Part-Year Resident Income Tax Return Sch 1067A Sch 1067B FTB 3864 FTB 3576 Sch CA (540NR) Nonresident Group Return Schedule Group Nonresident Return Payment Transfer Request Group Nonresident Return Election Pending Audit Tax Deposit Voucher for Individuals California Adjustments — Nonresidents or Part-Year Residents Sch D (540NR) Sch P (540NR) Sch X 541 Sch D (541) Sch J (541) Sch K-1 (541) Sch P (541) 541-A 541-B 541-ES 541-QFT 541-T FTB 3885F (541) California Capital Gain or Loss Adjustment Alternative Minimum Tax and Credit Limitations — Nonresidents or Part-Year Residents California Explanation of Amended Return Changes California Fiduciary Income Tax Return Capital Gain or Loss Trust Allocation of an Accumulation Distribution Beneficiary’s Share of Income, Deductions, Credits, etc. Alternative Minimum Tax and Credit Limitations – Fiduciaries Trust Accumulation of Charitable Amounts Charitable Remainder and Pooled Income Trusts Estimated Tax for Fiduciaries California Income Tax Return for Qualified Funeral Trusts California Allocation of Estimated Tax Payments to Beneficiaries Depreciation and Amortization { { { { { RELATED FEDERAL FORM MAY USE FEDERAL FORM 1120, 1120-F 1120-FSC, 1120-H 1120-POL, 1120-RIC 1120-REIT Sch D (1120) None None None 851 1120-W None None 4562 1120-S 4562 None Sch D (1120-S) None Sch K-1 (1120-S) None None None None None None None None None 1120X 990-T 990, 990-EZ, 990-PF Sch A (990) 1040 1040-ES 4562 1040, Sch 1 (1040), Sch A (1040) Sch D (1040) 4797 4972 6251 None None None 1040 1040NR None None None None 1040, Sch 1 (1040), Sch A (1040) Sch D (1040) 6251 1040X 1041 Sch D (1041) Sch J (1041) Sch K-1 (1041) Sch I (1041) 1041-A 5227 1041-ES 1041-QFT 1041-T 4562 No No No No No Not applicable Not applicable Not applicable No No Not applicable Not applicable No No No Not applicable No Not applicable No Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable No No No No No No No No See Notes No No No No Not applicable Not applicable Not applicable No No Not applicable Not applicable Not applicable Not applicable No No No No No No No No No No No No No No No FTB Pub. 1006  2023  Page 3 CALIFORNIA FORM – Title or Description FTB FORMS 565 Sch D (565) Sch EO (565) Sch K-1 (565) FTB 3579 FTB 3885P (565) 568 Sch D (568) Sch EO (568) Sch K-1 (568) FTB 3578 FTB 3832 FTB 3885L (568) 570 587 588 589 590 590-P 592 592-A 592-B 592-F 592-PTE 592-Q 592-V 593 593-V FTB 3461 FTB 3500 FTB 3500A FTB 3502 FTB 3503 FTB 3504 FTB 3506 FTB 3507 FTB 3509 FTB 3510 FTB 3514 FTB 3516 (Page 1) FTB 3516 (Page 2) FTB 3519 FTB 3520 BE FTB 3520 PIT FTB 3520 RVK FTB 3521 FTB 3522 FTB 3523 FTB 3525 FTB 3526 FTB 3531 FTB 3532 FTB 3533 FTB 3533-B FTB 3534 FTB 3535 FTB 3536 FTB 3537 FTB 3538 FTB 3539 FTB 3540 FTB 3541 FTB 3544 FTB 3546 FTB 3547 FTB 3548 Partnership Return of Income Capital Gain or Loss Pass-Through Entity Ownership Partner’s Share of Income, Deductions, Credits, etc. Pending Audit Tax Deposit Voucher for LPs, LLPs, and REMICs Depreciation and Amortization Limited Liability Company Return of Income Capital Gain or Loss Pass-Through Entity Ownership Member’s Share of Income, Deductions, Credits, etc. Pending Audit Tax Deposit Voucher for Limited Liability Companies (LLCs) Limited Liability Company Nonresident Members’ Consent Depreciation and Amortization Nonadmitted Insurance Tax Return Nonresident Withholding Allocation Worksheet Nonresident Withholding Waiver Request Nonresident Reduced Withholding Request Withholding Exemption Certificate Nonresident Withholding Exemption Certificate for Previously Reported Income Resident and Nonresident Withholding Statement Payment Voucher for Foreign Partner or Member Withholding Resident and Nonresident Withholding Tax Statement Foreign Partner or Member Annual Return Pass -Through Entity Annual Withholding Return Payment Voucher for Pass -Through Entity Withholding Payment Voucher for Resident and Nonresident Withholding Real Estate Withholding Statement Payment Voucher for Real Estate Withholding California Limitation on Business Losses Exemption Application Submission of Exemption Request Nonprofit Corporation Request for Pre-Dissolution Tax Abatement Natural Heritage Preservation Credit Enrolled Tribal Member Certification Child and Dependent Care Expenses Credit Prison Inmate Labor Credit Political or Legislative Activities by Section 23701d Organizations Credit for Prior Year Alternative Minimum Tax — Individuals or Fiduciaries California Earned Income Tax Credit Request for Copy of Personal Income Tax or Fiduciary Tax Return Request for Copy of Corporation, Exempt Organization, Partnership, or Limited Liability Company Tax Return Payment for Automatic Extension for Individuals Business Entity or Group Nonresident Power of Attorney Declaration Individual or Fiduciary Power of Attorney Declaration Power of Attorney Declaration Revocation Low-Income Housing Credit LLC Tax Voucher Research Credit Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Investment Interest Expense Deduction California Competes Tax Credit Head of Household Filing Status Schedule Change of Address for Individuals Change of Address for Businesses, Exempt Organizations, Estates and Trusts Tax Information Authorization Tax Information Authorization Revocation Estimated Fee for LLCs Payment for Automatic Extension for LLCs Payment for Automatic Extension for LPs, LLPs, and REMICs Payment for Automatic Extension for Corporations and Exempt Organizations Credit Carryover and Recapture Summary California Motion Picture and Television Production Credit Assignment of Credit Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit Disabled Access Credit for Eligible Small Businesses Page 4  FTB Pub. 1006  2023 RELATED FEDERAL FORM MAY USE FEDERAL FORM See Notes 1065 Sch D (1065) None Sch K-1 (1065) None 4562 None Sch D (1065) None Sch K-1 (1065) None None 4562 None None None 8804-C None None 1042, 8804 8813 1042-S, 8805 1042, 8804 1042, 8804 None None 8288, 8288-A None 461 1023, 1023-EZ, 1024 1023, 1023-EZ, 1024 None None None 2441 None None 8801 Sch EIC (1040) 4506 4506 No No No No Not applicable No Not applicable No Not applicable No Not applicable Not applicable No Not applicable Not applicable Not applicable No Not applicable Not applicable No No No No No Not applicable Not applicable No Not applicable Yes No No Not applicable Not applicable Not applicable No Not applicable Not applicable No No No No None 2848 2848 2848 8586 None 6765 4852 Not applicable No No No No Not applicable No Yes 4952 None None 8822 8822-B 8821 8821 None None None None None None None 8830 None 8826 No Not applicable Not applicable Yes Yes No No Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable No Not applicable No FTB FORMS FTB 3551 FTB 3554 FTB 3561C PC FTB 3563 FTB 3567 FTB 3568 FTB 3574 FTB 3580 FTB 3581 FTB 3582 FTB 3582-X FTB 3586 FTB 3587 FTB 3588 FTB 3592 FTB 3596 FTB 3725 FTB 3726 FTB 3800 FTB 3801 FTB 3801-CR FTB 3802 FTB 3803 FTB 3804 FTB 3804-CR FTB 3805E FTB 3805P CALIFORNIA FORM – Title or Description Sale of Credit Attributable to an Independent Film New Employment Credit Financial Statement Payment for Automatic Extension for Fiduciaries Installment Agreement Request Alternative Identifying Information for the Dependent Exemption Credit Special Election for Business Trusts and Certain Foreign Single Member LLCs Application and Election to Amortize Certified Pollution Control Facility Tax Deposit Refund and Transfer Request Payment Voucher for Individual e-filed Returns Payment Voucher for Individual e-filed Amended Returns Payment Voucher for Corporations and Exempt Organizations e-filed Returns Payment Voucher for LP, LLP, and REMIC e-filed Returns Payment Voucher for LLC e-filed Returns College Access Tax Credit Paid Preparer’s Due Diligence Checklist for California Earned Income Tax Credit Assets Transferred from Corporation to Insurance Company Deferred Intercompany Stock Account (DISA) and Capital Gains Information Tax Computation for Certain Children with Unearned Income Passive Activity Loss Limitations Passive Activity Credit Limitations Corporate Passive Activity Loss and Credit Limitations Parents’ Election to Report Child’s Interest and Dividends Pass-Through Entity Elective Tax Calculation Pass-Through Entity Elective Tax Credit Installment Sale Income Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts FTB 3805Q Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations — Corporations FTB 3805V Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations — Individuals, Estates, and Trusts FTB 3805Z Enterprise Zone Deduction and Credit Summary FTB 3807 Local Agency Military Base Recovery Area Deduction and Credit Summary FTB 3808 Manufacturing Enhancement Area Credit Summary FTB 3809 Targeted Tax Area Deduction and Credit Summary FTB 3814 New Donated Fresh Fruits or Vegetables Credit FTB 3820 High-Road Cannabis Tax Credit FTB 3821 Cannabis Equity Tax Credit FTB 3831 Homeless Hiring Tax Credit FTB 3834 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts FTB 3835 State Historic Rehabilitation Tax Credit FTB 3840 California Like-Kind Exchanges FTB 3843 Payment Voucher for Fiduciary e-filed Returns FTB 3853 Health Coverage Exemptions and Individual Shared Responsibility Penalty FTB 3893 Pass-Through Entity Elective Tax Payment Voucher FTB 3895 California Health Insurance Marketplace Statement FTB 3913 Moving Expense Deduction FTB 4197 Information on Tax Expenditure Items FTB 5805 Underpayment of Estimated Tax by Individuals and Fiduciaries FTB 5805F Underpayment of Estimated Tax by Farmers and Fishermen FTB 5806 Underpayment of Estimated Tax by Corporations FTB 5870A Tax on Accumulation Distribution of Trusts FTB 8453 California e-file Return Authorization for Individuals FTB 8453-BE (PMT) California Payment Authorization for Business Entities FTB 8453-C California e-file Return Authorization for Corporations FTB 8453-EO California e-file Return Authorization for Exempt Organizations FTB 8453-FID California e-file Return Authorization for Fiduciaries FTB 8453-FID (PMT) California Payment for Automatic Extension and Estimate Payment Authorization for Fiduciaries FTB 8453-LLC California e-file Return Authorization for Limited Liability Companies FTB 8453-OL California Online e-file Return Authorization for Individuals FTB 8453-P California e-file Return Authorization for Partnerships FTB 8453 (PMT) California Payment for Automatic Extension and Estimate Payment Authorization for Individuals FTB 8454 e-file Opt-Out Record for Individuals FTB 8455 California e-file Payment Record for Individuals FTB 8455-FID California e-file Payment Record for Fiduciaries FTB 8879 California e-file Signature Authorization for Individuals FTB 8879-FID California e-file Signature Authorization for Fiduciaries FTB 8879 (PMT) California Electronic Funds Withdrawal Payment Signature Authorization for Individuals and Fiduciaries RELATED FEDERAL FORM MAY USE FEDERAL FORM See Notes None None 433-F None 433-D None None None None None None None None None None 8867 None None 8615 8582 8582-CR 8810 8814 None None 6252 5329 Not applicable Not applicable No Not applicable No Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable No Not applicable Not applicable No No No No No Not applicable Not applicable No No None Not applicable None Not applicable None None None None None None None None 8697 Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable No None 8824 None None None 1095-A 3903 None 2210 2210-F 2220 4970 8453 None 8453-C 8453-EO 8453-FE None Not applicable Yes(3) Not applicable No Not applicable No No Not Applicable No No No No No Not applicable No No No Not applicable None None 8453-PE None Not applicable Not applicable No Not applicable None None None 8879 8879-F None Not applicable Not applicable Not applicable No No Not applicable FTB Pub. 1006  2023  Page 5 Employment Development Department (EDD) FORMS DE 1 (2) DE 4 DE 4P DE 4S DE 9 DE 9C Commercial Employer Account Registration and Update Form Employee’s Withholding Allowance Certificate Withholding Certificate for Pension or Annuity Payments Request for State Income Tax Withholding From Sick Pay Quarterly Contribution Return and Report of Wages Quarterly Contribution Return and Report of Wages (Continuation) FEDERAL FORM NUMBER SS-4 T (Timber) W-2 W-2G W-3 W-4 W-4P W-4S W-9 56 433-D 433-F 461 706 851 907 926 941 966 970 982 RELATED FEDERAL FORM CALIFORNIA FORM – Title or Description SS-4 W-4 W-4P W-4S 941 941 RELATED CALIFORNIA FORM FEDERAL FORM – Title or Description (FTB FORM unless noted) MAY USE FEDERAL FORM See Notes No Yes Yes Yes No No MAY USE FEDERAL FORM See Notes Application for Employer Identification Number Forest Activities Schedule Wage and Tax Statement Certain Gambling Winnings Transmittal of Wage and Tax Statements Employee’s Withholding Certificate Withholding Certificate for Periodic Pension or Annuity Payments Request for Federal Income Tax Withholding From Sick Pay Request for Taxpayer Identification Number and Certification Notice Concerning Fiduciary Relationship Installment Agreement Collection Information Statement Limitation on Business Losses United States Estate (and Generation-Skipping Transfer) Tax Return Affiliations Schedule Agreement to Extend the Time to Bring Suit Return by a U.S. Transferor of Property to a Foreign Corporation Employer’s Quarterly Federal Tax Return Corporate Dissolution or Liquidation Application to Use LIFO Inventory Method Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment) Return of Organization Exempt from Income Tax Public Charity Status and Public Support DE 1 (EDD Form) (2) None None None None DE 4 (EDD Form) DE 4P (EDD Form) DE 4S (EDD Form) None None FTB 3567 FTB 3561C PC FTB 3461 None Sch R-7 (100) None None DE 9 (EDD Form) None None None 199 199 No No 199 199 No No 1024 Short Form Return of Organization Exempt from Income Tax Return of Private Foundation or Section 4947(a)(1) Trust Treated as a Private Foundation Exempt Organization Business Income Tax Return Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code Application for Recognition of Exemption Under Section 501(a) 1040 U.S. Individual Income Tax Return No No No No No No No No Sch 1 (1040) Additional Income and Adjustments to Income Sch 2 (1040) Sch 3 (1040) Sch A (1040) Sch B (1040) Sch C (1040) Sch D (1040) Additional Taxes Additional Credits and Payments Itemized Deductions Interest and Ordinary Dividends Profit or Loss From Business (Sole Proprietorship) Capital Gains and Losses Sch E (1040) Sch EIC (1040) Sch F (1040) Sch R (1040) 1040-ES 1040NR 1040-SR 1040-V 1040X Supplemental Income and Loss Earned Income Credit Profit or Loss From Farming Credit for the Elderly or the Disabled Estimated Tax for Individuals U.S. Nonresident Alien Income Tax Return U.S. Tax Return for Seniors Payment Voucher Amended U.S. Individual Income Tax Return 109 FTB 3500 FTB 3500A FTB 3500 FTB 3500A FTB 3500 FTB 3500A 540, 540NR, Sch CA (540, 540NR) (If SMLLC, get Form 568 Booklet.) 540, 540NR, Sch CA (540, 540NR) 540, 540NR 540, 540NR Sch CA (540, 540NR) None None Sch D (540) Sch D (540NR) None FTB 3514 None Not applicable 540-ES 540, 540NR 540, 540NR None Sch X 990 990 or 990-EZ (Sch A) 990-EZ 990-PF 990-T 1023 1023-EZ Page 6  FTB Pub. 1006  2023 { { { { { { No Yes Yes Yes No Yes Yes Yes Yes Yes No No Yes Not applicable No Yes Yes No Yes Yes Yes No No No Yes Yes Yes No No Yes No Yes Not applicable No No No No No FEDERAL FORM NUMBER 1041 Sch D (1041) Sch I (1041) Sch J (1041) Sch K-1 (1041) 1041-A 1041-ES 1041-QFT 1041-T 1042 1042-S 1065 Sch D (1065) Sch K-1 (1065) 1094-B 1094-C 1095-A 1095-B 1095-C 1096 1098 1099-A 1099-B 1099-C 1099-DIV 1099-G 1099-INT 1099-LTC 1099-MISC 1099-NEC 1099-OID 1099-QA 1099-PATR 1099-R 1099-S 1099-SA 1120 Sch D (1120) 1120-F 1120-FSC 1120-H 1120-IC-DISC 1120-POL 1120-REIT 1120-RIC 1120-S Sch D (1120-S) Sch K-1 (1120-S) Sch M-3 Sch UTP 1120-W 1120X 1125-A 1125-E 1128 1138 1310 2106 2120 2210 2210-F 2220 2350 FEDERAL FORM – Title or Description U.S. Income Tax Return for Estates and Trusts Capital Gains and Losses Alternative Minimum Tax — Estates and Trusts Accumulation Distribution for Certain Complex Trusts Beneficiary’s Share of Income, Deductions, Credits, etc. U.S. Information Return Trust Accumulation of Charitable Amounts Estimated Income Tax for Estates and Trusts U.S. Income Tax Return for Qualified Funeral Trusts Allocation of Estimated Tax Payments to Beneficiaries Annual Withholding Tax Return for U.S. Source Income of Foreign Persons Foreign Person’s U.S. Source Income Subject to Withholding U.S. Return of Partnership Income Capital Gains and Losses Partner’s Share of Income, Deductions, Credits, etc. Transmittal of Health Coverage Information Returns Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns Health Insurance Marketplace Statement Health Coverage Employer-Provided Health Insurance Offer and Coverage Annual Summary and Transmittal of U.S. Information Returns Mortgage Interest Statement Acquisition or Abandonment of Secured Property Proceeds From Broker and Barter Exchange Transactions Cancellation of Debt Dividends and Distributions Certain Government Payments Interest Income Long-Term Care and Accelerated Death Benefits Miscellaneous Income Nonemployee Compensation Original Issue Discount Distributions from ABLE Accounts Taxable Distributions Received From Cooperatives Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Proceeds from Real Estate Transactions Distributions From an HSA, Archer MSA, or Medicare Advantage MSA U.S. Corporation Income Tax Return Capital Gains and Losses U.S. Income Tax Return of a Foreign Corporation U.S. Income Tax Return of a Foreign Sales Corporation U.S. Income Tax Return for Homeowners Associations Interest Charge Domestic International Sales Corporation Return U.S. Income Tax Return for Certain Political Organizations U.S. Income Tax Return for Real Estate Investment Trusts U.S. Income Tax Return for Regulated Investment Companies U.S. Income Tax Return for an S Corporation Capital Gains and Losses and Built-In Gains Shareholder’s Share of Income, Deductions, Credits, etc. Net Income (Loss) Reconciliation for Corporations With Total Assets of $10 Million or More Uncertain Tax Position Statement Estimated Tax for Corporations Amended U.S. Corporation Income Tax Return Cost of Goods Sold Compensation of Officers Application to Adopt, Change, or Retain a Tax Year Extension of Time for Payment of Taxes by a Corporation Expecting a Net Operating Loss Carryback Statement of Person Claiming Refund Due a Deceased Taxpayer Employee Business Expenses Multiple Support Declaration Underpayment of Estimated Tax by Individuals, Estates and Trusts Underpayment of Estimated Tax by Farmers and Fishermen Underpayment of Estimated Tax by Corporations Application for Extension of Time to File U.S. Income Tax Return RELATED CALIFORNIA FORM (FTB FORM unless noted) MAY USE FEDERAL FORM See Notes 541 Sch D (541) Sch P (541) Sch J (541) Sch K-1 (541) 541-A 541-ES 541-QFT 541-T 592, 592-F 592-B 565 Sch D (565) Sch K-1 (565) None None No No No No No No No No No No No No No No Yes Yes FTB 3895 None None None None None None None None None None None None None None None None None No Yes Yes Yes Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) Yes(1) None None 100 100 100 100 100 100 100 100 100 100S Sch D (100S) Sch K-1 (100S) None Yes(1) Yes(1) No No No No No No No No No No No No No None 100-ES 100X 100 100 None None Yes No No No No Yes No None None None FTB 5805 FTB 5805F FTB 5806 Not applicable Yes Yes Yes No No No Not applicable FTB Pub. 1006  2023  Page 7 FEDERAL FORM NUMBER 2441 2678 2848 Child and Dependent Care Expenses Employer/Payer Appointment of Agent Power of Attorney and Declaration of Representative 3115 3468 3800 3903 4137 4255 4461 4466 4506 Application for Change in Accounting Method Investment Credit General Business Credit Moving Expenses Social Security and Medicare Tax on Unreported Tip Income Recapture of Investment Credit Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plans Corporation Application for Quick Refund of Overpayment of Estimated Tax Request for Copy of Tax Return 4562 Depreciation and Amortization 4669 4670 4684 4797 4835 4852 5498 5754 5884 6198 Statement of Payments Received Request for Relief of Payment of Certain Withholding Taxes Casualties and Thefts Sales of Business Property Farm Rental Income and Expenses Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. Application for Automatic Extension of Time to File U.S. Individual Income Tax Return Investment Interest Expense Deduction Tax on Accumulation Distribution of Trusts Tax on Lump-Sum Distributions Split-Interest Trust Information Return Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts Repayment of the First-Time Homebuyer Credit Information Return of U.S. Persons With Respect to Certain Foreign Corporations Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business IRA Contribution Information Statement by Person(s) Receiving Gambling Winnings Work Opportunity Credit At-Risk Limitations 6251 Alternative Minimum Tax — Individuals 6252 6765 7004 Installment Sale Income Credit for Increasing Research Activities Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns Elections Under Section 338 for Corporations Making Qualified Stock Purchases Disclosure Statement Regulation Disclosure Statement U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property Interests Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests Report of Cash Payments Over $10,000 Received in a Trade or Business U.S. Individual Income Tax Transmittal for an IRS e-file Return U.S. Corporation Income Tax Declaration for an IRS e-file Return Exempt Organization Declaration and Signature for Electronic Filing U.S. Estate or Trust Declaration for an IRS e-file Return U.S. Partnership Declaration for an IRS e-file Return U.S. S Corporation Income Tax Declaration for an IRS e-file Return Passive Activity Loss Limitations Passive Activity Credit Limitations Low-Income Housing Credit 4868 4952 4970 4972 5227 5329 5405 5471 5472 8023 8275 8275-R 8288 8288-A 8288-B 8300 8453 8453-C 8453-EO 8453-FE 8453-PE 8453-S 8582 8582-CR 8586 RELATED CALIFORNIA FORM FEDERAL FORM – Title or Description Page 8  FTB Pub. 1006  2023 (FTB FORM unless noted) { { See Notes FTB 3506 None FTB 3520 BE FTB 3520 PIT FTB 3520 RVK None Not applicable None FTB 3913 Not applicable Not applicable None No Yes No No No Yes Not applicable No No Not applicable Not applicable Yes Not applicable FTB 3516 FTB 3885 FTB 3885A FTB 3885F (541) FTB 3885L (568) FTB 3885P (565) None None None Sch D-1 None FTB 3525 Not applicable No No No No No No Yes Yes Yes No Yes Yes Not applicable Not applicable FTB 3526 FTB 5870A Sch G-1 541-B FTB 3805P { MAY USE FEDERAL FORM No No No No No None None None Not applicable Yes Yes None None Not applicable None Sch P (540) Sch P (540NR) FTB 3805E FTB 3523 Not applicable Yes(1) Yes Not applicable Yes No No No No Not applicable None None None 593 Yes Yes Yes No 593 No 593 No None FTB 8453 FTB 8453-C FTB 8453-EO FTB 8453-FID FTB 8453-P FTB 8453-C FTB 3801 FTB 3801-CR FTB 3521 Yes No No No No No No No No No FEDERAL FORM NUMBER 8615 8697 8801 8804 8804-C 8805 8810 8813 8814 Tax for Certain Children Who Have Unearned Income Interest Computation Under the Look-Back Method for Completed Long-Term Contracts Credit for Prior Year Minimum Tax — Individuals, Estates and Trusts Annual Return for Partnership Withholding Tax (Section 1446) Certificate of Partner-Level Items to Reduce Section 1446 Withholding Foreign Partner’s Information Statement of Section 1446 Withholding Tax Corporate Passive Activity Loss and Credit Limitations Partnership Withholding Tax Payment Voucher (Section 1446) Parent’s Election To Report Child’s Interest and Dividends 8821 Tax Information Authorization 8822 8822-B 8824 8825 8826 8827 8829 8832 8838-P Change of Address Change of Address or Responsible Party - Business Like-Kind Exchanges Rental Real Estate Income and Expenses of a Partnership or an S Corporation Disabled Access Credit Credit for Prior Year Minimum Tax — Corporations Expenses for Business Use of Your Home Entity Classification Election Consent To Extend the Time To Assess Tax Pursuant to the Gain Deferral Method (Section 721(c)) Qualified Adoption Expenses Election to Use Different Annualization Periods for Corporate Estimated Tax Paid Preparer’s Due Diligence Checklist Qualified Subchapter S Subsidiary Election Political Organization Report of Contributions and Expenditures IRS e-file Signature Authorization IRS e-file Signature Authorization for Form 1041 Reportable Transaction Disclosure Statement Material Advisor Disclosure Statement Statement of Specified Foreign Financial Assets Request for Miscellaneous Determination Premium Tax Credit (PTC) Information Regarding Beneficiaries Acquiring Property From a Decedent Country-by-Country Report Tax Jurisdiction and Constituent Entity Information Installment Agreement Request 8839 8842 8867 8869 8872 8879 8879-F 8886 8918 8938 8940 8962 8971 8975 Sch A (8975) 9465 Notes No Yes Not applicable (1) (2) (3) RELATED CALIFORNIA FORM FEDERAL FORM – Title or Description (FTB FORM unless noted) { MAY USE FEDERAL FORM See Notes FTB 3800 FTB 3834 No No FTB 3510 592, 592-A, 592-F None 592-B FTB 3802 592-A FTB 3803 FTB 3534 FTB 3535 FTB 3533 FTB 3533-B FTB 3840 None FTB 3548 Sch P (100) No No None No No No No No No No No No Yes Yes Yes(3) Yes No No Yes Yes No None None FTB 3596 None None FTB 8879 FTB 8879-FID None None None None None None None None FTB 3567 Not applicable Yes No Yes Not applicable No No Yes Yes Yes Not applicable No Not applicable Yes Yes No California form must be used. If there is no difference between California and federal amounts, you may use a copy of the federal form. If there is a difference between California and federal amounts, use the California form. If there is no California form, complete the federal form using California amounts and attach it to your California tax return. Federal form is not applicable to California tax or California form is not applicable for federal tax. Copies of paper information returns (1099 series, 1098, and 5498) filed with the Internal Revenue Service are not required to be filed with the Franchise Tax Board (FTB). However, if California and federal amounts differ, information returns may be attached to federal Form 1096 and filed with the FTB. Form number may vary based on industry-specific registration. FTB 3840 is required if California property is exchanged for like-kind property located out of state. If the taxpayer exchanges California property for California property, use federal Form 8824 with California amounts. Franchise Tax Board Privacy Notice on Collection 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 - Aviso de Privacidad del Franchise Tax Board sobre la Recaudación. To request this notice by mail, call 800.338.0505 and enter form code 948 when instructed. FTB Pub. 1006  2023  Page 9
Extracted from PDF file 2023-california-publication-1006.pdf, last modified September 2023

More about the California Publication 1006 Individual Income Tax TY 2023

We last updated the California Tax Forms and Related Federal Forms in February 2024, so this is the latest version of Publication 1006, fully updated for tax year 2023. You can download or print current or past-year PDFs of Publication 1006 directly from TaxFormFinder. You can print other California tax forms here.

Other California Individual Income Tax Forms:

TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 540 California Resident Income Tax Return
Form 540 Booklet Personal Income Tax Booklet - Forms & Instructions
Form 540 Schedule CA California Adjustments - Residents
Form 540-ES Estimated Tax for Individuals
Form 540-540A Instructions California 540 Form Instruction Booklet

Download all CA tax forms 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 Publication 1006 from the Franchise Tax Board in February 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of California Publication 1006

We have a total of seven past-year versions of Publication 1006 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Publication 1006

2023 FTB Publication 1006 California Tax Forms and Related Federal Forms

2022 Publication 1006

2022 FTB Publication 1006, California Tax Forms and Related Federal Forms

2021 Publication 1006

2021 FTB Publication 1006, California Tax Forms and Related Federal Forms

2020 Publication 1006

2020 Publication 1006 California Tax Forms and Related Federal Forms

2019 Publication 1006

2019 Publication 1006 California Tax Forms and Related Federal Forms

2018 Publication 1006

2018 Publication 1006 - California Tax Forms and Related Federal Forms

2017 Publication 1006

2017 Publication 1006 - California Tax Forms and Related Forms


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.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/index.php/california/publication-1006