2018 UltraTax CS
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If a Form 540/540NR or Form 568 return includes a form or schedule not included on the lists below, it does not necessarily preclude the return from being filed electronically even though the form is omitted from the electronic record. The application issues a diagnostic message or generates an e-file error for returns that cannot be filed electronically.
California FTB support the following forms and documents for electronic filing, as applicable:
Individual Return:
- Form 540 (original and amended)
- Form 540NR (original and amended)
- Form W-2
- Form W-2G
- Form 1099-R
- Schedule CA(540)
- Schedule CA(540NR)
- Schedule D(540)
- Schedule D(540NR)
- Schedule D-1
- Schedule G-1
- Schedule P(540)
- Schedule P(540NR)
- Schedule R
- Schedule RDP
- Schedule S
- Schedule X
- Form 592-B
- Form 593
- Form 3503
- Form 3506
- Form 3507
- Form 3510
- Form 3514
- Form 3521
- Form 3523
- Form 3526
- Form 3531
- Form 3532
- Form 3540
- Form 3541
- Form 3546
- Form 3547
- Form 3548
- Form 3554
- Form 3592
- Form 3596
- Form 3800
- Form 3801
- Form 3801-CR
- Form 3803
- Form 3805E
- Form 3805P
- Form 3805V
- Form 3805Z
- Form 3806
- Form 3807
- Form 3808
- Form 3809
- Form 3814
- Form 3840
- Form 3885A
- Form 5805
- Form 5805F
- Form 5870A
- IRS Form 2106
- IRS Form 3903
- IRS Form 4684
- IRS Form 8824
- IRS Form 8886
Individual Extension Payment:
- Form 3519 standalone extension payment, including next year's estimate payments if selected
Additional Info for Individual Return - Form 3504:
Certain subtractions to income reported on Schedule CA(540) require supporting documentation via Form 3504, Enrolled Tribal Member Certification. Because Form 3504 requires a handwritten signature, California Franchise Tax Board does not support the form via the XML portion of the electronic record. See 1040-CA: Form 3504 - Enrolled Tribal Member Certification for details on including a PDF of Form 3504 with the electronically filed return.
Standalone payments supported and not supported for Individual e-file
Electronic filing of the standalone extension payment for individual California taxpayers is supported. The payment of next year’s estimates via the electronic record for Form 540/540NR or via the electronic record for the extension payment is also supported. Note that if you are filing electronically, the extension payment may be zero if the electronic record for extension includes at least one estimate payment for next year. Estimate payments may not be made electronically on their own via electronic filing. To authorize direct debit of estimate payments, they must be part of the Form 540/540NR electronic record or part of the extension electronic record.
LLC Return:
- Form 568
- Form 592-B
- Form 593
- Form 3541
- Form 3554
- Form 3805E
- Form 3814
- Form 3885L
- Schedule D (568)
- Schedule D-1
- Schedule EO (568)
- Schedule R
- IRS Form 4684
- IRS Form 8824
- IRS Form 8825
- IRS Schedule F
As a reminder, the following must be paper-filed:
- Form 3536, LLC Extension
Standalone payments not supported for LLC e-file
The application does not support electronic filing for standalone payments returns normally submitted with Form 3536 for LLC returns, including the LLC extension payment and the LLC estimate payment. Authorization for direct debit of next year’s LLC tax payment and next year’s LLC estimate payment is supported only via the Form 568 electronic record.
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