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California Free Printable 2019 California Form 541-A Trust Accumulation of Charitable Amounts for 2020 California Trust Accumulation of Charitable Amounts

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Trust Accumulation of Charitable Amounts
2019 California Form 541-A Trust Accumulation of Charitable Amounts

TAXABLE YEAR 2019 Trust Accumulation of Charitable Amounts CALIFORNIA FORM 541-A For calendar years only. Name of trust FEIN Name of trustee(s) ■ Additional information (see instructions) Street address (number and street) or PO box Apt. no./ste. no. City State Foreign country name Foreign province/state/county ANSWER THESE QUESTIONS: 1 Date trust created (mm/dd/yyyy) 2 Were any of the trustees residents of California during any portion of the taxable year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . • Yes • No 3 Was the grantor or settlor of the trust a resident of California during the taxable year of the trust? . . . . . . . . . . . . . . . . . . . . . • Yes • No 4 Name and address of grantor or settlor • I PMB/private mailbox ZIP code Foreign postal code 5 Have you filed a tax return on Form 541 for the year covered by this tax return? . . . . . . . . . . . . . . . . . . . . . . • Yes • No 6 Do any of the amounts shown on this tax return differ from the corresponding amounts reported on federal Form 1041-A? (attach a schedule explaining the differences). . . . . . . . • Yes • No 7 Are you required to file federal Form 990-T for the unrelated business and/or lease indebtedness income? . . . . . . . . • Yes • No Part I Deductions Income 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 00 Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 00 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 00 Business income or (loss). Attach federal Schedule C (Form 1040 or 1040-SR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capital gain or (loss). Attach Schedule D (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 00 00 Rents, royalties, partnerships, other estates and trusts, etc. Attach federal Schedule E (Form 1040 or 1040-SR) . . . 5 6 00 Farm income or (loss). Attach federal Schedule F (Form 1040 or 1040-SR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ordinary gain or (loss). Attach Schedule D-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 00 Other income. State nature of income ▶_________________________________________________ . . . . . . . . . 8 00 Total income. Add line 1 through line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 00 00 Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 00 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Charitable deduction. Itemize by charitable purpose; include payee’s name and address. 12 00 See instructions for Part II and Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 00 13 Trustee fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 00 14 Attorney, accountant, and tax return preparer fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Other deductions. Attach schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 00 Part II Distributions of Income Set Aside in Prior Taxable Years for Charitable Purposes. See instructions. 16 00 16 Accumulated income set aside in prior taxable years for which a deduction was claimed under IRC Section 642(c). . . . . . 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 d 17d 00 e 17e 00 18 00 18 Total. Add line 17a through line 17e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 00 19 Balance. Subtract line 18 from line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 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 00 21 Carryover. Add line 19 and line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 3 4 5 6 7 8 9 10 11 12 • • • • • • • • • • • • • • 7011193 Form 541-A 2019 Side 1 ■ Part III Distributions of Principal for Charitable Purposes 22 22 Principal distributed in prior taxable years for charitable purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Principal distributed during the current taxable year for charitable purposes. Itemize by charitable purpose; include payee’s name and address. a 23a 00 b 23b 00 c 23c 00 d 23d 00 e 23e 00 24 24 Total. Add line 23a through line 23e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • I I 00 • I I 00 Part IV Balance Sheets. If line 9 is $25,000 or less, complete only line 38, line 42, and line 45. 37 38 Assets Cash — non-interest bearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a Accounts receivable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27a b Less: allowance for doubtful accounts . . . . . . . . . . . . . . . . . . . . 27b a Notes and loans receivable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28a b Less: allowance for doubtful accounts . . . . . . . . . . . . . . . . . . . . 28b Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investments — U.S. and state government obligations. Attach schedule. . . . . . . . . . . . . . . . . . . Investments — corporate stock. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investments — corporate bonds. Attach schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a Investments — land, buildings, and equipment: basis. . . . . . . 34a b Less: accumulated depreciation . . . . . . . . . . . . . . . . . . . . . . . . . 34b Investments — other. Attach schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a Land, buildings, and equipment (trade or business): basis . . . . I36a I b Less: accumulated depreciation . . . . . . . . . . . . . . . . . . . . . . . . . 36b Other assets. Describe. ▶ __________________________________________________ . . . . Total assets. Add line 25 through line 37. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 40 41 42 Liabilities Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mortgages and other notes payable. Attach schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other liabilities. Describe. ▶ ___________________________________________________ . Total liabilities. Add line 39 through line 41 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 40 41 42 43 44 45 46 Net Assets Trust principal or corpus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Undistributed income and profits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total net assets. Add line 43 and line 44. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities and net assets. Add line 42 and line 45 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 44 45 46 25 26 27 28 29 30 31 32 33 34 35 36 I Sign Here (b) End-of-Year Book Value (a) Beginning-of-Year Book Value 25 26 I I 29 30 31 32 33 I I 35 I 37 38 • • • • • • 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. Signature of trustee or officer representing trustee Date X Preparer’s signature Date I X Paid Preparer’s Firm’s name (or yours, if self-employed) and address Use Only Check if selfemployed ▶ • I I •PTIN •Firm’s FEIN Telephone May the FTB discuss this tax return with the preparer shown above (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . . ■ Side 2 Form 541-A 2019 7012193 • • Yes • No ■
Extracted from PDF file 2019-california-form-541-a-form.pdf, last modified November 2019

More about the California Form 541-A Form Corporate Income Tax TY 2019

The form is meant for calendar years only. It is used to estimate income and deductions under charitable amounts.

We last updated the Trust Accumulation of Charitable Amounts in March 2020, so this is the latest version of Form 541-A Form, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form 541-A Form directly from TaxFormFinder. You can print other California tax forms here.

Other California Corporate Income Tax Forms:

TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 568 Schedule K-1 Member's Share of Income, Deductions, Credits, etc. (Fill-in)
Form 3522 Limited Liability Company Tax Voucher
3805-Z Booklet Enterprise Zone Business Booklet
Form 541 Schedule K-1 Beneficiary's Share of Income, Deductions, Credits, etc.
Form 541 California Fiduciary Income Tax Return

Download all CA tax forms View all 175 California Income Tax Forms


Form Sources:

California usually releases forms for the current tax year between January and April. We last updated California Form 541-A Form from the Franchise Tax Board in March 2020.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of California Form 541-A Form

We have a total of nine past-year versions of Form 541-A Form in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2019 Form 541-A Form

2019 California Form 541-A Trust Accumulation of Charitable Amounts

2018 Form 541-A Form

2018 Form 541-A - Trust Accumulation of Charitable Amounts

2017 Form 541-A Form

2017 California Form 541-A Trust Accumulation of Charitable Amounts

2016 Form 541-A Form

2016 Form 541 A Trust Accumulation of Charitable Amounts California

Trust Accumulation of Charitable Amounts 2015 Form 541-A Form

2015 Form 541-A -- Trust Accumulation of Charitable Amounts

Trust Accumulation of Charitable Amounts 2014 Form 541-A Form

2014 Form 541-A -- Trust Accumulation of Charitable Amounts

Trust Accumulation of Charitable Amounts (Fill-in) 2013 Form 541-A Form

2013 Form 541-A -- Trust Accumulation of Charitable Amounts

2012 Form 541-A Form

2012 Form 541-A -- Trust Accumulation of Charitable Amounts

2011 California Form 541-A 2011 Form 541-A Form

2011 Form 541-A -- Trust Accumulation of Charitable Amounts


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