California-Specific Agencies and Programs
What is the California Franchise Tax Board's role after a death?
Short answer
A California state income tax return (Form 540) must be filed for the year of death. If the estate generates income, a California estate income tax return (Form 541) may be required. The FTB has a special unit for deceased taxpayer accounts…
What this usually means
A California state income tax return (Form 540) must be filed for the year of death. If the estate generates income, a California estate income tax return (Form 541) may be required. The FTB has a special unit for deceased taxpayer accounts — call 1-800-852-5711.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county help for coroner contacts, vital records, cost tools, and paperwork.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.