California Tax Forms 2023
Printable State CA 540 Form and CA 540 Instructions
California state income tax Form 540 must be postmarked by April 15, 2024 in order to avoid penalties and late fees. Printable California state tax forms for the 2023 tax year will be based on income earned between January 1, 2023 through December 31, 2023.
The California income tax rate for tax year 2023 is progressive from a low of 1% to a high of 13.30% (including the 1% Mental Health Services Tax). The state income tax table can be found inside the California Form 540 instructions booklet. The California Form 540 instructions and the most commonly filed individual income tax forms are listed below on this page.
Preparation of your California income tax forms begins with the completion of your federal tax forms. Several of the California state income tax forms require information from your federal income tax return, for example.
If you have not done so already, please begin with your federal form 1040. Remember that federal tax forms 1040EZ and 1040A have been discontinued. Seniors age 65 and older have the option of filing federal form 1040-SR this year.
Where can I get California tax forms?
Printable California tax forms for 2023 are available for download below on this page. These are the official PDF files published by the State of California Franchise Tax Board, we do not alter them in any way. The PDF file format allows you to safely print, fill in, and mail in your 2023 California tax forms.
To get started, download the forms and instructions files you need to prepare your 2023 California income tax return. Then, open Adobe Acrobat Reader on your desktop or laptop computer. Do not attempt to fill in or print these files from your browser.
From Adobe Acrobat Reader use the Ctrl + O shortcut or select File / Open and navigate to your 2023 California tax forms. Open the files to read the instructions, and, remember to save any fillable forms periodically while filling them in. Print all California state tax forms at 100%, actual size, without any scaling.
Click the F
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icons to download any California Form, Fillable Form, Instructions, or Booklet listed in the table below.
Booklets generally contain an assortment of printable tax forms and instructions.
We estimate that most 2023 California income tax forms will be released by January 22, 2024. Links below may display draft or 2022 California tax forms and instructions until they are published by the DOR.
2023 California Tax Form Downloads
| Form | Title | |
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| 540 | 2023 Form 540, California Resident Income Tax Return (Long Form) |
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| 540-2EZ | 2023 Form 540-2EZ, California Resident Income Tax Return (Short Form, Easy Form, 540EZ) |
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| 540-ES | 2024 Form 540-ES, California Estimated Tax for Individuals |
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| 540-ES | 2023 Form 540-ES, California Estimated Tax for Individuals |
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| 540 Schedule CA | 2023 California Adjustments - Residents |
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| 540 Schedule D | 2023 California Capital Gain or Loss Adjustment |
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| 540 Schedule G-1 | 2023 Tax on Lump-Sum Distributions |
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| 540 Schedule P | 2023 Alternative Minimum Tax and Credit Limitations - Residents |
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| 540 Schedule S | 2023 Other State Tax Credit |
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| 540 Schedule X | 2023 California Explanation of Amended Return Changes |
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| 540 Tax Table | 2023 Tax Table for CA 540 Tax Return |
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| 540-2EZ Tax Table | 2023 Tax Table for CA 540-2EZ Tax Return (Single, Head of Household, Married) |
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| 3514 | 2023 California Earned Income Tax Credit |
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How do I track my California tax refund?
To track the status of your California 540 income tax refund online, visit the State of California Franchise Tax Board website and use their Check Your Refund Status service. State of California Franchise Tax Board estimates that it will take up to 2 weeks to receive your refund from an electronically filed return and up to 4 weeks for a mailed in paper return.
To track the status of your California income tax refund for 2023 you will need the following information:
- Social Security Number
- Mailing address
- Amount of your refund
The requested information must match what was submitted on your 2023 California Form 540. To track prior year refunds, you will need to contact the State of California Franchise Tax Board service center by phone, email, or mail.
To contact the State of California Franchise Tax Board service center by phone or email, use the check your refund status link above. Alternatively, read or print the 2023 California Form 540 instructions to obtain the proper phone number and mailing address.
Last updated: January 5, 2024
References:
- Individual Income Tax Forms. State of California, State of California Franchise Tax Board. Retrieved January 5, 2024.
- Due Dates Personal. State of California, State of California Franchise Tax Board. Retrieved January 5, 2024.
- Tax Calculator, Tables, Rates. State of California, State of California Franchise Tax Board. Retrieved January 5, 2024.