This page contains copies of our draft forms. These forms have not been finalized, and they may change due to revision enhancements or new legislation.
This page gives you an opportunity to view and comment on our forms before we publish them. Do you have suggestions for improving our forms, such as ideas for making them simpler or easier to understand? Please let us know.
We finalize these forms by December 15 of each year. When we finalize them, we remove them from this page and post them on our Forms page.
| Form # | Form Name | Target Date | Post Date |
|---|---|---|---|
| 100 | 2008 California Corporation Franchise or Income Tax Return | 10/10/08 | |
| 100 Instructions | Instructions for Form 100 -- California Corporation Franchise or Income Tax Return | 10/10/08 | |
| 100 Booklet | 2008 Corporation Tax Booklet | 10/24/08 | |
| 100-ES | 2009 Corporation Estimated Tax | 09/09/08 | |
| 100S | 2008 California S Corporation Franchise or Income Tax Return | 11/07/08 | |
| 100S Booklet | 2008 California S Corporation Franchise or Income Tax Return | 10/15/08 | |
| 100W Booklet | 2008 Corporation Tax Booklet Water's-Edge Filers | 10/17/08 | |
| 100X | 2008 Amended Corporation Franchise or Income Tax Return | 09/09/08 | |
| 109 | 2008 California Exempt Organization Business Income Tax Return | 10/15/08 | |
| 109 Booklet | 2008 Exempt Organization Business Income Tax Booklet | 10/15/08 | |
| 199 | 2008 California Exempt Organization Annual Information Return | 10/31/08 | |
| 540 | 2008 California Resident Income Tax Return | 10/14/08 | |
| 540 Instructions | Instructions for Form 540/540A — California Resident Income Tax Return | 10/14/08 | |
| 540A | 2008 California Resident Income Tax Return | 10/14/08 | |
| 540-ES | 2009 Estimated Tax for Individuals | 08/19/08 | |
| 540 2EZ | 2008 California Resident Income Tax Return | 09/19/08 | |
| 540 2EZ Booklet | 2008 Personal Income Tax Booklet | 10/14/08 | |
| 540NR (Long) | 2008 California Nonresident or Part-Year Resident Income Tax Return | 10/14/08 | |
| 540NR (Long) Instructions | Instructions for Long Form 540NR California Nonresident or Part-Year Resident Income Tax Return | 10/14/08 | |
| 540NR (Short) | 2008 California Nonresident or Part-Year Resident Income Tax Return | 10/14/08 | |
| 540NR (Short) Instructions | Instructions for Short Form 540NR California Nonresident or Part-Year Resident Income Tax Return | 10/14/08 | |
| 540X | 2008 Amended Individual Income Tax Return | 08/19/08 | |
| 541 | 2008 California Fiduciary Income Tax Return | 10/17/08 | |
| 541 Booklet | 2008 Fiduciary Income Tax Booklet | 10/15/08 | |
| 541-A | 2008 Trust Accumulation of Charitable Amounts | 10/29/08 | |
| 541-B | 2008 Charitable Remainder and Pooled Income Trusts | 10/29/08 | |
| 541-ES | 2009 Estimated Tax for Fiduciaries | 09/30/08 | |
| 541-QFT | 2008 California Income Tax Return for Qualified Funeral Trusts | 10/17/08 | |
| 541-T | 2008 California Allocation of Estimated Tax Payments for Beneficiaries | 09/18/08 | |
| 565 | 2008 Partnership Return of Income | 09/16/08 | |
| 565 Booklet | 2008 California Partnership Tax Booklet | 10/14/08 | |
| 568 | 2008 Limited Liability Company Return of Income | 10/03/08 | |
| 568 Booklet | 2008 Limited Liability Company Tax Booklet | 10/14/08 | |
| 570 | 2008 Nonadmitted Insurance Tax Return | 10/13/08 | |
| 587 | 2009 Nonresident Withholding Allocation Worksheet | 10/13/08 | |
| 588 | 2009 Nonresident Withholding Waiver Request | 10/13/08 | |
| 589 | 2009 Nonresident Reduced Withholding Request | 09/11/08 | |
| 590 | 2009 Withholding Exemption Certificate | 10/13/08 | |
| 590-P | 2008 Nonresident Withholding Exemption Certificate for Previously Reported Income | 10/14/08 | |
| 592 | 2009 Quarterly Resident and Nonresident Withholding Statement | 09/16/08 | |
| 592-A | 2009 Foreign Partner or Member Quarterly Withholding Remittance Statement | 09/18/08 | |
| 592-B | 2009 Resident and Nonresident Withholding Tax Statement | 10/03/08 | |
| 592-F | 2008 Foreign Partner or Member Annual Return | 08/15/08 | |
| 593 | 2009 Real Estate Withholding Tax Statement | 09/18/08 | |
| 593 Booklet | 2009 Real Estate Withholding Certificate/Real Estate Withholding - Computation of Estimated Gain or Loss | 10/07/08 | |
| 593-I | 2009 Real Estate Withholding Installment Sale Agreement | 08/26/08 | |
| 593-I Instructions | 2009 Instructions for Form 593-I Real Estate Withholding Installment Sale Agreement | 08/26/08 | |
| 593-V | 2009 Payment Voucher for Real Estate Withholding Electronic Submission | 09/11/08 | |
| 1001 | 2008 Supplemental Guidelines to California Adjustments | 10/28/08 | |
| 1115 | 2008 Request for Consent for a Water’s-Edge Re-Election | 09/24/08 | |
| 1117 | 2008 Request to Terminate Water’s-Edge Election | 09/24/08 | |
| 3500 | 2008 Exemption Application | 10/15/08 | |
| 3500A | 2008 Submission of Exemption Request and Instructions | 10/15/08 | |
| 3500 Booklet | 2008 Exemption Application Booklet | 10/15/08 | |
| 3501 | 2008 Employer Child Care Program/Contribution Credit | 10/20/08 | |
| 3503 | 2008 Natural Heritage Preservation Credit | 09/30/08 | |
| 3506 | 2008 Child and Dependent Care Expenses Credit | 09/19/08 | |
| 3507 | 2008 Prison Inmate Labor Credit | 09/19/08 | |
| 3510 | 2008 Credit for Prior Year Alternative Minimum Tax - Individuals or Fiduciaries | 08/14/08 | |
| 3511 | 2008 Environmental Tax Credit | 09/24/08 | |
| 3519 | 2008 Payment for Automatic Extension for Individuals | 08/14/08 | |
| 3521 | 2008 Low-Income Housing Credit | 10/14/08 | |
| 3522 | 2009 Limited Liability Company Tax Voucher | 08/22/08 | |
| 3523 | 2008 Research Credit | 10/15/08 | |
| 3525 | 2008 Substitute for Form W-2, Wage and Tax Statement... | 09/19/08 | |
| 3526 | 2008 Investment Interest Expense Ded | 08/14/08 | |
| 3533 | 2008 Change of Address | 09/19/08 | |
| 3537 (LLC) | 2008 Payment for Automatic Extension for LLCs | 09/11/08 | |
| 3538 (565) | 2008 Payment for Automatic Extension for LPs, LLPs, and REMICs | 08/22/08 | |
| 3539 (Corp) | 2008 Payment for Automatic Extension for Corps and Exempt Orgs | 08/29/08 | |
| 3540 | 2008 Credit Carryover Summary | 10/14/08 | |
| 3546 | 2008 Enhanced Oil Recovery Credit | 09/30/08 | |
| 3547 | 2008 Donated Agricultural Products Transportation Credit | 10/15/08 | |
| 3548 | 2008 Disabled Access Credit for Eligible Small Businesses | 09/30/08 | |
| 3553 | 2008 Enterprise Zone Employee Credit | 10/25/08 | |
| 3563 | 2008 Payment Voucher for Automatic Extension for Fiduciaries | 09/18/08 | |
| 3565 | 2008 Small Business Stock Questionnaire | 08/19/08 | |
| 3574 | 2008 Special Election for Business Trusts and Certain Foreign Single Member LLCs | 09/09/08 | |
| 3576 | 2008 Pending Audit Tax Deposit Voucher for Individu | 10/24/08 | |
| 3577 | 2008 Pending Audit Tax Deposit Voucher for Corporations | 10/07/08 | |
| 3578 | 2008 Pending Audit Tax Deposit for Limited Liability Companies (LLCs) | 10/07/08 | |
| 3579 | 2008 Pending Audit Tax Deposit Voucher for LPs, LLPs, and REMICs | 10/07/08 | |
| 3580 | 2008 Application and Election to Amortize Certified Pollution Control Facility | 10/24/08 | |
| 3581 | 2008 Tax Deposit Refund and Transfer Request | 10/07/08 | |
| 3582 | 2008 Payment Voucher for Individual e-filed Returns | 09/19/08 | |
| 3586 | 2008 Payment Voucher for Corp e-filed Returns | 10/10/08 | |
| 3587 | 2008 Payment Voucher for LP, LLP, and REMIC e-filed Returns | 10/10/08 | |
| 3588 | 2008 Payment Voucher for LLC e-filed Returns | 10/10/08 | |
| 3725 | 2008 Assets Transferred from Parent Corporation to Insurance Company Subsidiary | 09/18/08 | |
| 3726 | 2008 Deferred Intercompany Stock Account (DISA) and Capital Gains Information | 09/16/08 | |
| 3800 | 2008 Tax Computation for Children Under Age 14 with Investment Income | 08/14/08 | |
| 3801 | 2008 Passive Activity Loss Limitations | 08/14/08 | |
| 3801-CR | 2008 Passive Activity Credit Limitations | 08/14/08 | |
| 3802 | 2008 Corporate Passive Activity Loss and Credit Limitations | 08/29/08 | |
| 3803 | 2008 Parents' Election to Report Child's Interest and Dividends | 08/14/08 | |
| 3805D | 2008 Net Operating Loss (NOL) Carryover Computation and Limitation - Pierce's Disease | 09/30/08 | |
| 3805E | 2008 Installment Sale Income | 08/14/08 | |
| 3805P | 2008 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 08/14/08 | |
| 3805Q | 2008 Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations - Corporation | 10/03/08 | |
| 3805V | 2008 Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations - Individuals, Estates, and Trusts | 11/31/08 | |
| 3805Z Booklet | 2008 Enterprise Zone Business Booklet | 10/23/08 | |
| 3806 Booklet | 2008 Los Angeles Revitalization Zone Business Booklet | 10/10/08 | |
| 3807 Booklet | 2008 Local Agency Military Base Recovery Area Business Booklet | 10/15/08 | |
| 3808 Booklet | 2008 Manufacturing Enhancement Area Business Booklet | 10/17/08 | |
| 3809 Booklet | 2008 Targeted Tax Area Business Booklet | 10/21/08 | |
| 3832 | 2008 Limited Liability Company Nonresident Members' Consent | 09/11/08 | |
| 3834 | 2008 Interest Computation Under the Look-Back Method for Completed Long-Term Contracts | 10/24/08 | |
| 3885 | 2008 Corporation Depreciation and Amortization | 09/16/08 | |
| 5805 | 2008 Underpayment of Estimated Tax by Individuals and Fiduciaries | 10/20/08 | |
| 5805F | 2008 Underpayment of Estimated Tax by Farmers and Fishermen | 09/16/08 | |
| 5806 | 2008 Underpayment of Estimated Tax by Corporations | 10/24/08 | |
| 5870A | 2008 Tax on Accumulation Distribution of Trusts | 09/18/08 | |
| Publication 737 | 2008 Tax Information for Registered Domestic Partners | 10/16/08 | |
| Publication 776 | 2008 Tax Information for Same-Sex Married Couples | 10/28/08 | |
| Publication 1001 | 2008 Supplemental Guidelines to California Adjustments | 10/29/08 | |
| Publication 1005 | 2008 Pension and Annuity Guidelines | 08/29/08 | |
| Publication 1006 | 2008 California Tax Forms and Related Federal Forms | 09/11/08 | |
| Publication 1031 | 2008 Guidelines for Determining Resident Status | 10/14/08 | |
| Publication 1032 | 2008 Tax Information for Military Personnel | 08/29/08 | |
| Publication 1061 | 2008 Guidelines for Corporations Filing a Combined Report | 09/30/08 | |
| Publication 1067 | 2008 Guidelines for Filing a Group Form 540NR | 10/14/08 | |
| Schedule B/C/D/H (100S) | 2008 S Corporation Depreciation and Amortization; S Corporation Tax Credits; S Corporation Capital Gains and Losses and Built-In Gains; S Corporation Dividend Income Deduction | 10/29/08 | |
| Schedule CA (540) | 2008 California Adjustments — Residents | 10/29/08 | |
| Schedule CA (540NR) | 2008 California Adjustments — Nonresidents or Part-Year Residents | 10/29/08 | |
| Schedule D (540)/3885A | 2008 California Capital Gain or Loss Adjustment / Depreciation and Amortization Adjustments | 09/24/08 | |
| Schedule D (540NR)/3885A | 2008 California Capital Gain or Loss Adjustment / Depreciation and Amortization Adjustments | 09/24/08 | |
| Schedule D (541)/3885F | 2008 Capital Gain or Loss / Depreciation and Amortization | 10/10/08 | |
| Schedule D (565)/3885P | 2008 Capital Gain or Loss / Depreciation and Amortization | 08/22/08 | |
| Schedule D (565)/3885P Instructions | Instructions for Schedule D (565)/3885P -- Capital Gain or Loss / Depreciation and Amortization | 08/22/08 | |
| Schedule D (568)/3885L | 2008 Capital Gain or Loss / Depreciation and Amortization | 08/22/08 | |
| Schedule D (568)/3885L Instructions | Instructions for Schedule D (568)/3885L -- Capital Gain or Loss / Depreciation and Amortization | 08/22/08 | |
| Schedule D-1 (540) | 2008 Sales of Business Property | 08/14/08 | |
| Schedule G-1 (540) | 2008 Tax on Lump-Sum Distributions | 08/14/08 | |
| Schedule J (541) | 2008 Trust Allocation of an Accumulation Distribution | 09/29/08 | |
| Schedule K-1 (100S) | 2008 Shareholder's Share of Income, Deductions, Credits, etc. | 10/10/08 | |
| Schedule K-1 (541) | 2008 Beneficiary's Share of Income, Deductions, Credits, etc. | 10/10/08 | |
| Schedule K-1 (565) | 2008 Partner's Share of Income, Deductions, Credits, etc. | 09/16/08 | |
| Schedule K-1 (565) Instructions | Instructions for Schedule K-1 (565) -- Partner's Share of Income, Deductions, Credits, etc. | 09/16/08 | |
| Schedule K-1 (568) | 2008 Member's Share of Income, Deductions, Credits, etc. | 09/18/08 | |
| Schedule K-1 (568) Instructions | Instructions for Schedule K-1 (568) -- Member's Share of Income, Deductions, Credits, etc. | 09/18/08 | |
| Schedule P (100) | 2008 Alternative Minimum Tax and Credit Limitations - Corporations | 09/16/08 | |
| Schedule P (100W) | 2008 Alternative Minimum Tax and Credit Limitations - Water's-Edge Filers | 09/16/08 | |
| Schedule P (540) | 2008 Alternative Minimum Tax and Credit Limitations - Residents | 11/31/08 | |
| Schedule P (540NR) | 2008 Alternative Minimum Tax and Credit Limitations - Nonresidents and Part-Year Residents | 11/31/08 | |
| Schedule P (541) | 2008 Alternative Minimum Tax and Credit Limitations - Fiduciaries | 11/31/08 | |
| Schedule R | 2008 Apportionment and Allocation of Income | 09/18/08 | |
| Schedule S (540) | 2008 Other State Tax Credit | 08/14/08 | |
| Schedule W-2 (540) | 2008 Wage and Withholding Summary | 08/14/08 | |
| Schedule W-2 CG | 2008 Wage and Withholding Summary | 08/14/08 | |
| Schedule Worksheet (568) | 2008 Limited Liability Company Income Worksheet | 10/14/08 |
Additional Draft Forms
- Draft copies of Schedule M-3 for large and mid-size businesses now available for review and comment (posted 08/01/08)
- Draft copy of the Tax Information for Same-Sex Married Couples (FTB Pub. 776) now available for review and comment (posted 10/01/08)