California Form 541-A - Trust Accumulation Of Charitable Amounts - 2014

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Trust Accumulation of
TAXABLE YEAR
CALIFORNIA FORM
2014
Charitable Amounts
541-A
For calendar years only.
Name of trust
FEIN
-
Name of trustee(s)
Additional information (see instructions)
Street address of trustee (number and street) or PO Box
Apt. no./Ste. no.
PMB/Private mailbox
City
State
ZIP code
-
Foreign country name
Foreign province/state/county
Foreign postal code
ANSWER THESE QUESTIONS:
5 Have you filed a tax return on Form 541 for the year
1 Date trust created (mm/dd/yyyy)
covered by this tax return? . . . . . . . . . . . . . . . . . . . . . . .  Yes  No
2 Were any of the trustees residents of California during any
6 Do any of the amounts shown on this tax return differ
portion of the taxable year? . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Yes  No
from the corresponding amounts reported on federal Form 1041-A?
3 Was the grantor or settlor of the trust a resident of California
(attach a schedule explaining the differences) . . . . . . . . .  Yes  No
during the taxable year of the trust? . . . . . . . . . . . . . . . . . . . . .  Yes  No
7 Are you required to file federal Form 990-T for the unrelated
4 Name and address of grantor or settlor ______________________________
business and/or lease indebtedness income? . . . . . . . . .  Yes  No
_____________________________________________________________
Part I Income and Deductions. See instructions for Form 541 . If total income is $25,000 or less, skip line 1 through line 8 and enter total income on line 9 .
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 . State nature of income _________________________________________________ . . . . . . . . .
8
00
 
9 Total income. Add line 1 through line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
00
10 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
00
11 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
00
12 Charitable deduction . Itemize by charitable purpose; include payee’s name and address .
 
See instructions for Part II and Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
00
 
13 Trustee fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
00
 
14 Attorney, accountant, and tax return preparer fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
00
 
15 Other deductions . Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
00
Part II Distributions of Income Set Aside in Prior Taxable Years for Charitable Purposes. See instructions .
 
16
Accumulated income set aside in prior taxable years for which a deduction was claimed under IRC Section 642(c) . . . . . .
16
00
17
Income set aside in prior taxable years for which a deduction was claimed under IRC Section 642(c) and which
was distributed during the current taxable year . Itemize by charitable purpose; include payee’s name and address .
a _____________________________________________________________________ 17a
00
b _____________________________________________________________________ 17b
00
c _____________________________________________________________________
17c
00
 
18
Total . Add line 17a through line 17c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
00
19
Balance . Subtract line 18 from line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19
00
20
Income set aside during the current taxable year for which a deduction was claimed under IRC Section 642(c)
(included in Part I, line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20
00
 
21
Carryover . Add line 19 and line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
00
Form 541-A
2014 Side 1
7011143
C1
For Privacy Notice, get FTB 1131 ENG/SP.

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