California Form 541-B - Charitable Remainder And Pooled Income Trusts - 2013
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5Charitable Remainder
TAXABLE YEAR
CALIFORNIA FORM
2013
541-B
and Pooled Income Trusts
Name of trust
FEIN
-
Name of trustee(s)
Date trust created (mm/dd/yyyy)
Address (suite, room, PO Box, or PMB no.)
Type of trust
(1)
Charitable lead trust
(2)
Charitable remainder annuity trust
City
State
ZIP Code
(3)
Charitable remainder unitrust
-
(4)
Pooled income fund (5)
Other
Gross Income
Fair Market Value (FMV) of assets at end of taxable year
Check the applicable box:
Initial Tax Return
Final Tax Return
Amended Tax Return
New Trustee
New Address
Part I
Income and Deductions (All Trusts complete Sections A through D)
Section A – Ordinary Income
1 Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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2a Ordinary dividends . (including qualified dividends) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a
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b Qualified dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2b
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3 Business income (or loss) . Attach federal Schedule C or C-EZ (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
00
4 Rents, royalties, partnerships, other estates and trusts, etc . Attach federal Schedule E (Form 1040) . . . . . . . . . . . . . . . .
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00
5 Farm income (or loss) . Attach federal Schedule F (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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6 Ordinary gain (or loss) . Attach Schedule D-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
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7 Other income . State nature of income ____________________________________________________________ . . . .
7
00
8 Total ordinary income . Add lines 1, 2a, and 3 through 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Section B – Capital Gains (Losses)
9 Net capital gain (loss) from Schedule D (541) line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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10 Add unused capital loss carryover from Schedule D (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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11 Unrecaptured IRC Section 1250 gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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12 Total capital gains (losses) . Combine lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
00
Section C – Nontaxable Income
13 Tax-exempt interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
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14 Other nontaxable income . List type and amount _________________________________________________________
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15 Total nontaxable income . Add lines 13 and 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Section D – Deductions
16 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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17 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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18 Trustee fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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19 Attorney, accountant, and tax return preparer fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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20 Other allowable deductions . Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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21 Total (Add lines 16 through 20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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22 Charitable deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Section E – Deductions Allocable to Income Categories (IRC Section 664 trust only)
23a Enter the amount from line 21 allocable to ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23a
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b Subtract line 23a from line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
23b
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24a Enter the amount from line 21 allocable to capital gains (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
00
b Subtract line 24a from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24b
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25a Enter the amount from line 21 allocable to nontaxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a
00
b Subtract line 25a from line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b
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Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my 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.
Sign
Date
Trustee’s SSN/FEIN
___________________________________________________________
Here
Signature of trustee or officer representing trustee
Date
PTIN
Check if self-
Preparer’s
employed
Paid
signature
Preparer’s
-
FEIN
Firm’s name
Use Only
(or yours, if
self-employed)
and address
May the FTB discuss this tax return with the preparer shown above (see instructions)?. . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Mail tax return to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001
Form 541-B
2013 Side 1
C1
7021133
For Privacy Notice, get FTB 1131 ENG/SP.
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Parent category: Financial