Form 541 - California Fiduciary Income Tax Return - 2016
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4TAXABLE YEAR
FORM
California Fiduciary Income Tax Return
2016
541
For calendar year 2016 or fiscal year beginning (mm/dd/yyyy)
, and ending (mm/dd/yyyy)
.
Name of estate or trust
FEIN
A
Type of entity.
Check all that apply.
(1)
Decedent’s estate
R
Name and title of all fiduciaries, see instructions
(2)
Simple trust
RP
(3)
Complex trust
Additional information (see instructions)
PBA code
(4)
Grantor trust
(5)
Bankruptcy estate
– Chapter 7
Street address (number and street) or PO box
Apt no./suite no.
PMB/private mailbox
(6)
Bankruptcy estate
– Chapter 11
City (If you have a foreign address, see page 7)
State
ZIP code
(7)
Pooled income
fund
(8)
ESBT
Foreign country name
Foreign province/state/county
Foreign postal code
(9)
QSST
(10)
Apportioning
Trust
Initial tax return Final tax return REMIC
Check
applicable boxes:
Amended tax return Change in fiduciary’s name or address
Trusts that have nonresident trustees and/or nonresident beneficiaries must first complete Schedule G on Side 3.
1 Interest income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
00
2 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
00
3 Business income or (loss). Attach federal Schedule C or C-EZ (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
00
4 Capital gain or (loss). Attach Schedule D (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
00
5 Rents, royalties, partnerships, other estates and trusts, etc. Attach federal Schedule E (Form 1040) . . . . . . . . . . . . . . . . .
5
00
6 Farm income or (loss). Attach federal Schedule F (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
00
7 Ordinary gain or (loss). Attach Schedule D-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
00
8 Other income. See instructions. State nature of income
. . . . . . . . .
8
00
9 Total income. Add line 1 through line 8. (Apportioning fiduciaries: Complete Schedule G on Side 3) . . . . . . . . . . . . . . . . .
9
00
10 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
00
11 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
00
12 Fiduciary fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
00
13 Charitable deduction. Enter the amount from Side 2, Schedule A, line 5 . . . . . . . . . . . . . .
13
00
14 Attorney, accountant, and tax return preparer fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
00
15 a Other deductions not subject to 2% floor. Attach Schedule. .
15a
00
b Allowable misc. itemized deductions subject to 2% floor . . . . .
15b
00
c Total. Add line 15a and line 15b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15c
00
16 Total. Add line 10 through line 14 and line 15c. (Apportioning fiduciaries: Complete Schedule G on Side 3). . . . . . . . . . . .
16
00
17 Adjusted total income (or loss). Subtract line 16 from line 9. Enter here and on Side 3, Schedule B, line 1 . . . . . . . . . . . .
17
00
18 Income distribution deduction from Side 3, Schedule B, line 15. Attach Schedule K-1 (541) . . . . . . . . . . . . . . . . . . . . . . .
18
00
20 a Taxable income of fiduciary. Subtract line 18 from line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20a
00
b ESBT taxable income (S-portion only) See instructions . . . . . . . . . . . . . . . . . . . . . . . . .
20b
00
21 a Regular tax ________________; b Other taxes ________________; c QSF tax ________________; d Total . . . . . .
21
00
22 Exemption credit. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
00
23 Credits. Attach worksheet. Enter code
and amount . . . . . . . . . . . . . . . .
23
00
If more than one credit, see instructions.
24 Total. Add line 22 and line 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
00
25 Subtract line 24 from line 21. If less than zero, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
00
26 Alternative minimum tax. Attach Schedule P (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
26
00
27 Mental Health Services Tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
27
00
28 Total tax. Add line 25, line 26, and line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
28
00
29 California income tax withheld. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
29
00
30 California income tax previously paid. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
30
00
31 Withholding Form 592-B and/or 593 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31
00
32 2016 CA estimated tax, amount applied from 2015 tax return, and payment with form FTB 3563 . . . . . . . . . . . . . . . . . . . .
32
00
33 Total payments. Add line 29, line 30, line 31, and line 32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
00
34 Use tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
34
00
Form 541
2016 Side 1
3161163
C1
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