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State of California Franchise Tax Board

FRANCHISE TAX BOARD (FTB) FORMS

CALIFORNIA TAX FORMS AND RELATED FEDERAL FORMS


CALIFORNIA FORM Title or Description

FTB Pub. 1006


MAY USE FEDERAL FORM See Notes No No No No No Not applicable No Not applicable No Not applicable Not applicable Not applicable 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 No No No No No No Not applicable No Not applicable No No No No Not applicable Not applicable Yes No Not applicable No No Not applicable Not applicable No No No No No No No

100

California Corporation Franchise or Income Tax Return

Sch H (100) Sch P (100) Sch R Sch R-7 100-ES FTB 3539 FTB 3805Q FTB 3577 FTB 3586 FTB 3885 100S Sch B (100S) Sch C (100S) Sch D (100S) Sch H (100S) Sch K-1 (100S) 100 W Sch H (100W) Sch P (100W) 100-WE FTB 1115 FTB 1117 FTB 2416 FTB 2424 100X 109 199 540 540-ES FTB 3519 FTB 3885A Sch CA (540) Sch D (540) Sch D-1 Sch G-1 Sch P (540) Sch S Sch W-2 FTB 3525 540A 540 2EZ 540NR FTB 3576 Sch CA (540NR) Sch D (540NR) Sch P (540NR) 540X 541 Sch D (541) Sch J (541) Sch K-1 (541)

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 Payment for Automatic Extension for Corps and Exempt Orgs Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations Corporations Pending Audit Tax Deposit Voucher for Corporations Payment Voucher for Corps and Exempt Orgs e-led 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 Shareholders Share of Income, Deductions, Credits, etc. California Corporation Franchise or Income Tax Return Waters-Edge Filers Dividend Income Deduction Waters-Edge Filers Alternative Minimum Tax and Credit Limitations Waters-Edge Filers Waters-Edge Election Request for Consent for a Waters-Edge Re-Election Request to Terminate Waters-Edge Election Schedule of Included Controlled Foreign Corporations (CFC) Waters-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

RELATED FEDERAL FORM 1120, 1120F 1120-FSC, 1120-H 1120-POL, 1120-RIC 1120-REIT Sch D (1120) None 4626 None 851 1120-W None None None None 4562 1120S 4562 None Sch D (1120S) None Sch K-1 (1120S) None None None None None None None None 1120X 990-T 990, 990EZ, 990-PF Sch A (990) 1040 1040-ES None 4562 None Sch D (1040) 4797 4972 6251 None None 4852 1040A 1040EZ

California Resident Income Tax Return Estimated Tax for Individuals Payment for Automatic Extension for Individuals Depreciation and Amortization Adjustments California Adjustments Residents 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 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Prot-Sharing Plans, IRAs, Insurance Contracts, etc. California Resident Income Tax Return California Resident Income Tax Return California Nonresident or Part-Year Resident Income Tax Return (Long and Short Forms)

1040, 1040A, 1040NR, 1040NR-EZ None None Sch D (1040) 6251 1040X 1041 Sch D (1041) Sch J (1041) Sch K-1 (1041)

Pending Audit Tax Deposit Voucher for Individuals California Adjustments Nonresidents or Part-Year Residents California Capital Gain or Loss Adjustment Alternative Minimum Tax and Credit Limitations Nonresidents or Part-Year Residents Amended Individual Income Tax Return California Fiduciary Income Tax Return Capital Gain or Loss Trust Allocation of an Accumulation Distribution Beneciarys Share of Income, Deductions, Credits, etc.

FTB Pub. 1006 2012 Page 1

FTB FORMS Sch P (541) 541-A 541-B 541-ES 541-QFT 541-T FTB 3885F (541) 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-V 593 593-C 593-E 593-I 593-V FTB 3500 FTB 3500A FTB 3503 FTB 3506 FTB 3507 FTB 3509 FTB 3510 FTB 3511 FTB 3516 (Side 1) FTB 3516 (Side 2) FTB 3519 FTB 3520 FTB 3521 FTB 3522 FTB 3523 FTB 3525

CALIFORNIA FORM Title or Description


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 Qualied Funeral Trusts California Allocation of Estimated Tax Payments to Beneciaries Depreciation and Amortization Partnership Return of Income Capital Gain or Loss Pass-Through Entity Ownership Partners 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 Members Share of Income, Deductions, Credits, etc. Pending Audit Tax Deposit Voucher for 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 Certicate Nonresident Withholding Exemption Certicate 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 Payment Voucher for Resident and Nonresident Withholding Real Estate Withholding Tax Statement Real Estate Withholding Certicate Real Estate Withholding Computation of Estimated Gain or Loss Real Estate Withholding Installment Sale Acknowledgement Payment Voucher for Real Estate Withholding Exemption Application Submission of Exemption Request Natural Heritage Preservation Credit 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 Environmental Tax Credit Request for Copy of Personal Income Tax or Fiduciary Return Request for Copy of Corporation, Exempt Organization, Partnership, or Limited Liability Company Return Payment for Automatic Extension for Individuals Power of Attorney 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 Prot-Sharing Plans, IRAs, Insurance Contracts, etc. Investment Interest Expense Deduction New Jobs Credit Change of Address Estimated Fee for LLCs Payment for Automatic Extension for LLCs Payment for Automatic Extension for LPs, LLPs, and REMICs Payment for Automatic Extension for Corps and Exempt Orgs Credit Carryover and Recapture Summary California Motion Picture and Television Production Credit Election to Assign Credit Within Combined Reporting Group List of Assigned Credit Received and/or Claimed by Assignee Enhanced Oil Recovery Credit Donated Agricultural Products Transportation Credit

RELATED FEDERAL FORM Sch I (1041) 1041-A 5227 1041-ES 1041-QFT 1041-T 4562 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 1042S, 8805 1042, 8804 None 8288, 8288-A None None None None 1023, 1024 None None 2441 None None 8801 None 4506 4506 None 2848, 8821 8586 None 6765 4852

MAY USE FEDERAL FORM See Notes No No No No No No No No No No No Not applicable No Not applicable No No No Not applicable Not applicable No Not applicable Not applicable Not applicable No Not applicable Not applicable No No No No Not applicable No Not applicable Not applicable Not applicable Not applicable No Not applicable Not applicable No Not applicable Not applicable No Not applicable No No Not applicable Yes No Not applicable No Yes

FTB 3526 FTB 3527 FTB 3533 FTB 3536 FTB 3537 FTB 3538 FTB 3539 FTB 3540 FTB 3541 FTB 3544 FTB 3544A FTB 3546 FTB 3547

4952 None 8822 None None None None None None None None 8830, 3800 None

No Not applicable Yes Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable No Not applicable

Page 2 FTB Pub. 1006 2012

FTB FORMS FTB 3548 FTB 3551 FTB 3553 FTB 3561 FTB 3563 FTB 3567 FTB 3570 FTB 3571 FTB 3574 FTB 3580 FTB 3581 FTB 3582 FTB 3586 FTB 3587 FTB 3588 FTB 3601 FTB 3604 FTB 3725 FTB 3726 FTB 3800 FTB 3801 FTB 3801-CR FTB 3802 FTB 3803 FTB 3805D FTB 3805E FTB 3805P FTB 3805Q FTB 3805V FTB 3805Z FTB 3806 FTB 3807 FTB 3808 FTB 3809 FTB 3811 FTB 3834 FTB 5805 FTB 5805F FTB 5806 FTB 5870A FTB 8453 FTB 8453-C FTB 8453-LLC FTB 8453-OL FTB 8453-P FTB 8454 FTB 8455 FTB 8879 Employment Development Department (EDD) FORMS DE 1 DE 4 DE 4P DE 4S DE 6 DE 7 DE 166

CALIFORNIA FORM Title or Description


Disabled Access Credit for Eligible Small Businesses Sale of Credit Attributable to an Independent Film Enterprise Zone Employee Credit Installment Agreement Financial Statement Payment for Automatic Extension for Fiduciaries Installment Agreement Request Waiver Extending Statute of Limitations Request for Estate Income Tax Clearance Certicate Special Election for Business Trusts and Certain Foreign Single Member LLCs Application and Election to Amortize Certied Pollution Control Facility Tax Deposit Refund and Transfer Request Payment Voucher for Individual e-led Returns Payment Voucher for Corps and Exempt Orgs e-led Returns Payment Voucher for LP, LLP, and REMIC e-led Returns Payment Voucher for LLC e-led Returns Transmittal of Annual 1098, 1099, 5498, W-2G Information Transmittal of Paperless Schedules K-1 (565 or 568) on CD or Diskette Assets Transferred from Parent Corporation to Insurance Company Subsidiary Deferred Intercompany Stock Account (DISA) and Capital Gains Information Tax Computation for Certain Children with Investment Income Passive Activity Loss Limitations Passive Activity Credit Limitations Corporate Passive Activity Loss and Credit Limitations Parents Election to Report Childs Interest and Dividends Net Operating Loss (NOL) Carryover Computation and Limitation Pierces Disease Installment Sale Income Additional Taxes on Qualied Plans (including IRAs) and Other Tax-Favored Accounts Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations Corporations Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations Individuals, Estates, and Trusts Enterprise Zone Deduction and Credit Summary Los Angeles Revitalization Zone Deduction and Credit Summary Local Agency Military Base Recovery Area Deduction and Credit Summary Manufacturing Enhancement Area Credit Summary Targeted Tax Area Deduction and Credit Summary Donated Fresh Fruits or Vegetables Credit Interest Computation Under the Look-Back Method for Completed Long-Term Contracts Underpayment of Estimated Tax by Individuals and Fiduciaries Underpayment of Estimated Tax by Farmers and Fishermen Underpayment of Estimated Tax by Corporations Tax on Accumulation Distribution of Trusts California e-le Return Authorization for Individuals California e-le Return Authorization for Corporations California e-le Return Authorization for Limited Liability Companies California Online e-le Return Authorization for Individuals California e-le Return Authorization for Partnerships e-le Opt-Out Record for Individuals California e-le Payment Record for Individuals California e-le Signature Authorization for Individuals

RELATED FEDERAL FORM 8826 None None 433-D None 9465 None None None None None None None None None 4804 None None None 8615 8582 8582-CR 8810 8814 None 6252 5329 None None None None None None None None 8697 2210 2210F 2220 4970 8453 8453-C None None 8453-PE None None 8879 RELATED FEDERAL FORM SS-4 W-4 W-4P W-4S 941 W-3 4804

MAY USE FEDERAL FORM See Notes No 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 No Not applicable Not applicable Not applicable No No No No No Not applicable No No Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable No No No No No No No No No No Not applicable Not applicable No MAY USE FEDERAL FORM See Notes No Yes Yes Yes No No No

CALIFORNIA FORM Title or Description


Employer Registration Form** Employees Withholding Allowance Certicate Withholding Certicate for Pension or Annuity Payments Request for State Income Tax Withholding From Sick Pay Quarterly Wage and Withholding Report Annual Reconciliation Statement Magnetic Media Submittal Sheet Quarterly Wage and Withholding Information

FTB Pub. 1006 2012 Page 3

FEDERAL FORM NUMBER SS-4 T (Timber) W-2 W-3 W-4 W-4P W-4S W-9 56 433-D 851 872 875 907 926 941 966 970 982 990 990 (Sch A) 990EZ 990PF 990T 1023 1024 1040 Sch A (1040) Sch B (1040) Sch C (1040) Sch C-EZ (1040) Sch D (1040) Sch E (1040) Sch F (1040) Sch R (1040) 1040A 1040-ES 1040EZ 1040NR 1040NR-EZ 1040-V 1040X 1041 Sch D (1041) Sch I (1041) Sch J (1041) Sch K-1 (1041) 1041-ES 1041-A 1041-T 1041-QFT 1042 1042S 1065 Sch D (1065) Sch K-1 (1065) 1096 1098 1099-A

FEDERAL FORM Title or Description


Application for Employer Identication Number Forest Activity Schedule Wage and Tax Statement Transmittal of Wage and Tax Statements Employees Withholding Allowance Certicate Withholding Certicate for Pension or Annuity Payments Request for Federal Income Tax Withholding From Sick Pay Request for Taxpayer Identication Number and Certication Notice Concerning Fiduciary Relationship Installment Agreement Afliations Schedule Consent to Extend the Time to Assess Tax Acceptance of Examiners Findings By a Partnership, Fiduciary, S Corporation or Interest Charge Domestic International Sales Corporation Agreement to Extend the Time to Bring Suit Return by a U.S. Transferor of Property to a Foreign Corporation Employers 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 Short Form Return of Organization Exempt from Income Tax Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable 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 Application for Recognition of Exemption Under Section 501(a) U.S. Individual Income Tax Return Itemized Deductions Interest and Ordinary Dividends Prot or Loss From Business Net Prot From Business Capital Gains and Losses Supplemental Income and Loss Prot or Loss From Farming Credit for the Elderly or the Disabled U.S. Individual Income Tax Return Estimated Tax for Individuals Income Tax Return for Single and Joint Filers With No Dependents U.S. Nonresident Alien Income Tax Return U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents Payment Voucher Amended U.S. Individual Income Tax Return 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 Beneciarys Share of Income, Deductions, Credits, etc. Estimated Income Tax for Estates and Trusts U.S. Information Return Trust Accumulation of Charitable Amounts Allocation of Estimated Tax Payments to Beneciaries U.S. Income Tax Return for Qualied Funeral Trusts Annual Withholding Tax Return for U.S. Source Income of Foreign Persons Foreign Persons U.S. Source Income Subject to Withholding U.S. Return of Partnership Income Capital Gains and Losses Partners Share of Income, Credits, Deductions, etc. Annual Summary and Transmittal of U.S. Information Returns Mortgage Interest Statement Acquisition or Abandonment of Secured Property

RELATED CALIFORNIA FORM (FTB FORM unless noted) DE 1 (EDD Form) None None DE 7 (EDD Form) DE 4 (EDD Form) DE 4P (EDD Form) DE 4S (EDD Form) None None FTB 3567 Sch R-7 (100) FTB 3570 None None None DE 6 (EDD Form) None None None 199 199 199 199 109 FTB 3500 FTB 3500 540 None None None None Sch D (540) Sch D (540NR) None None Not applicable 540A 540-ES 540 2EZ 540NR (Long) 540NR (Short) 540-V 540X 541 Sch D (541) Sch P (541) Sch J (541) Sch K-1 (541) 541-ES 541-A 541-T 541-QFT 592, 592-F 592-B 565 Sch D (565) Sch K-1 (565) None None None

MAY USE FEDERAL FORM See Notes No** Yes Yes No Yes Yes Yes Yes Yes No No No Yes Yes Yes No Yes Yes Yes No No No No No No No No Yes Yes Yes Yes No No Yes Yes Not applicable No No No No No No No No No No No No No No No No No No No No No Yes Yes Yes

Page 4 FTB Pub. 1006 2012

FEDERAL FORM NUMBER 1099-B 1099-C 1099-DIV 1099-G 1099-INT 1099-LTC 1099-MISC 1099-SA 1099-OID 1099-PATR 1099-R 1120 Sch D (1120) 1120F 1120-FSC 1120-H 1120-POL 1120-REIT 1120-RIC 1120S Sch D (1120S) Sch K-1 (1120S) 1120-W 1120X 1125-A 1125-E 1128 1310 2106 2106-EZ 2120 2210 2210F 2220 2350 2441 2678 2848 3115 3468 3800 3903 4137 4255 4419 4461 4466 4506 4562

FEDERAL FORM Title or Description


Proceeds From Broker and Barter Exchange Transactions Cancellation of Debt Dividends and Distributions Certain Government Payments Interest Income Long-Term Care and Accelerated Death Benets Miscellaneous Income Distributions From an HSA, Archer MSA, or Medicare Advantage MSA Original Issue Discount Taxable Distributions Received From Cooperatives Distributions From Pensions, Annuities, Retirement or Prot-Sharing Plans, IRAs, Insurance Contracts, etc. 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 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 Shareholders Share of Income, Deductions, Credits, etc. Estimated Tax for Corporations Amended U.S. Corporation Income Tax Return Cost of Goods Sold Compensation of Ofcers Application to Adopt, Change, or Retain a Tax Year Statement of Person Claiming Refund Due a Deceased Taxpayer Employee Business Expenses Unreimbursed 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 Child and Dependent Care Expenses Employer/Payer Appointment of Agent Power of Attorney and Declaration of Representative 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 Filing Information Returns Electronically (FIRE) Application for Approval of Master or Prototype or Volume Submitter Dened Contribution Plan Corporation Application for Quick Refund of Overpayment of Estimated Tax Request for Copy of Tax Return

RELATED CALIFORNIA FORM (FTB FORM unless noted) None None None None None None None None None None None 100 100 100 100 100 100 100 100 100S Sch D (100S) Sch K-1 (100S) 100-ES 100X 100 100 None None None None None FTB 5805 FTB 5805F FTB 5806 Not applicable FTB 3506 None FTB 3520 None Not applicable FTB 3546 None Not applicable Not applicable FTB 4092 None Not applicable FTB 3516 FTB 3885 FTB 3885A FTB 3885F (541) FTB 3885L (568) FTB 3885P (565) Sch P (100) None None None Sch D-1 FTB 3601 None FTB 3525

MAY USE FEDERAL FORM See Notes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No No No No No No No No No No No No Yes Yes Yes Yes Yes No No No Not applicable No Yes Yes Yes Not applicable No Yes Not applicable Not applicable Yes Yes Not applicable No No No No No No No Yes Yes Yes No No Yes Yes

Depreciation and Amortization

4626 4669 4670 4684 4797 4804 4835 4852

Alternative Minimum Tax Corporations Statement of Payments Received Request for Relief from Payment of Income Tax Withholding Casualties and Thefts Sales of Business Property Transmittal of Information Returns Reported Magnetically Farm Rental Income and Expenses Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Prot-Sharing Plans, IRAs, Insurance Contracts, Etc. Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

4868

Not applicable

Not applicable

FTB Pub. 1006 2012 Page 5

FEDERAL FORM NUMBER 4952 4970 4972 5227 5329 5405 5471 5472 5498 5754 5884 6198 6251 6252 6765 7004 8023 8275 8275-R 8288 8288-A 8300 8453 8453-C 8453-PE 8582 8582-CR 8586 8615 8633 8697 8801 8804 8805 8810 8813 8814 8821 8822 8824 8826 8827 8830 8839 8842 8869 8940 9465

FEDERAL FORM Title or Description


Investment Interest Expense Deduction Tax on Accumulation Distribution of Trusts Tax on Lump-Sum Distributions Split-Interest Trust Information Return Additional Taxes on Qualied Plans (including IRAs) and Other Tax-Favored Accounts First-Time Homebuyer Credit and Repayment of the 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 Alternative Minimum Tax Individuals 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 Qualied 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 Report of Cash Payments Over $10,000 Received in a Trade or Business U.S. Individual Income Tax Transmittal for an IRS e-le Return U.S. Corporation Income Tax Declaration for an IRS e-le Return U.S. Partnership Declaration for an IRS e-le Return Passive Activity Loss Limitations Passive Activity Credit Limitations Low-Income Housing Credit Tax for Certain Children Who Have Investment Income of More Than $1,900 Application to Participate in the IRS e-le Program 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) Foreign Partners Information Statement of Section 1446 Withholding Tax Corporate Passive Activity Loss and Credit Limitations Partnership Withholding Tax Payment Voucher (Section 1446) Parents Election To Report Childs Interest and Dividends Tax Information Authorization Change of Address Like-Kind Exchanges Disabled Access Credit Credit for Prior Year Minimum Tax Corporations Enhanced Oil Recovery Credit Qualied Adoption Expenses Election to Use Different Annualization Periods for Corporate Estimated Tax Qualied Subchapter S Subsidiary Election Request for Miscellaneous Determination Installment Agreement Request

RELATED CALIFORNIA FORM (FTB FORM unless noted) FTB 3526 FTB 5870A Sch G-1 541-B FTB 3805P None None None None None Not applicable None Sch P (540) Sch P (540NR) FTB 3805E FTB 3523 Not applicable None None None 593 593 None FTB 8453 FTB 8453-C FTB 8453-P FTB 3801 FTB 3801-CR FTB 3521 FTB 3800 Not applicable FTB 3834 FTB 3510 592, 592-A, 592-F 592-B FTB 3802 592-A FTB 3803 FTB 3520 FTB 3533 None FTB 3548 Sch P (100) FTB 3546 None None None None FTB 3567

MAY USE FEDERAL FORM See Notes No No No No No Not applicable Yes Yes Yes Yes Not applicable Yes No No No No Not applicable Yes Yes Yes No No Yes No No No No No No No Yes No No No No No No No Yes Yes Yes No No No Not applicable Yes Yes Not applicable No

Notes
No ** Yes California form must be used. Form number may vary based on industry-specic registration. 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. Not applicable Federal form is not applicable to California tax or California form is not applicable for federal tax. Yes1 Copies of paper information returns (1099 series, 1098, and 5498) led with the Internal Revenue Service are not required to be led with the Franchise Tax Board (FTB). However, if California and federal amounts differ, information returns may be attached to Form 1096 and led with the FTB.

Page 6 FTB Pub. 1006 2012