Acceptable Forms and Occurrences for CA Individual e-file - FTBand Maximum Number of Each Form per Return

Sep 19, 2026

Acceptable Forms and Occurrences for California Individual e-file provides a structured reference of which individual tax forms and schedules can be submitted electronically with FTBand, along with the maximum number of each item allowed per tax return. The chart covers core income tax returns, withholding statements, tax credits and summaries, supplemental schedules, and common supporting forms such as W-2 and 1099-R. It helps ensure electronic filing stays within allowable limits for each form or schedule type.

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Acceptable Forms and Occurrences for CA Individual e-file

Maximum number of each form/schedule per return

Acceptable Forms and Occurrences for CA Individual e-file The following chart lists the acceptable Individual forms and schedules that may be e-filed with FTBand the maximum number of each type of form or schedule allowed per return. | Form/ Schedules | Max. \# per return | Title | | | --- | --- | --- | --- | | Form 540 | 1 | California Resident Income Tax Return | | | Form 540 2EZ | 1 | California Resident Income Tax Return | | | Long Form 540NR | 1 | California Nonresident or Part-Year Resident Income Tax Return (Long Form) | | | Short Form 540NR | 1 | California Nonresident or Part-Year Resident Income Tax Return (Short Form) | | | Form 592-B | Unbounded | Resident and Nonresident Withholding Tax Statement | | | Form 593 | Unbounded | Real Estate Withholding Tax Statement | | | Form 3503 | Unbounded | Natural Heritage Preservation Credit | | | Form 3506 | 1 | Child and Dependent Care Expenses Credit | | | Form 3507 | 1 | Prison Inmate Labor Credit | | | Form 3510 | 1 | Credit for Prior Year Alternative Minimum Tax – Individuals or Fiduciaries | | | Form 3511 | 1 | Environmental Tax Credit | | | Form 3521 | 1 | Low-Income Housing Credit | | | Form 3523 | 1 | Research Credit | | | Form 3526 | 1 | Investment Interest Expense Deduction | | | Form 3527 | 1 | New Jobs Credit | | | Form 3540 | 1 | Credit Carryover and Recapture Summary | | | Form 3541 | Unbounded | Motion Picture and Television Production Credit | | | Form 3546 | 1 | Enhanced Oil Recovery Credit | | | Form 3547 | 1 | Donated Agricultural Products Transportation Credit | | | Form 3548 | Unbounded | Disabled Access Credit for Eligible Small Businesses | | | Form 3553 | Unbounded | Enterprise Zone Employee Credit | | | Form 3800 | 1 | Tax Computation for Certain Children with Investment Income | | | Form 3801 | 1 | Passive Activity Loss Limitations | | | Form 3801-CR | 1 | Passive Activity Credit Limitations | | | Form 3803 | 10 | Parents’ Election to Report Child’s Interest and Dividends | | | Form 3805E | 25 | Installment Sale Income | | | Form 3805P | 1 per t/p | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | | | Form 3805V | 1 | Net Operating Loss (NOL) Computations and NOL and Disaster Loss Limitations – Individuals, Estates, and Trusts | | | Form 3805Z | Unbounded | Enterprise Zone Deduction and Credit Summary | | | Form/ Schedules | Max. \# per return | Title | | --- | --- | --- | | Form 3806 | Unbounded | Los Angeles Revitalization Zone Deduction and Credit Summary (LARZ) | | Form 3807 | Unbounded | Local Agency Military Base Recovery Area Deduction and Credit Summary (LAMBRA) | | Form 3808 | Unbounded | Manufacturing Enhancement Area and Credit Summary (MEA) | | Form 3809 | Unbounded | Targeted Tax Area Deduction and Credit Summary (TTA) | | Form 3811 | 1 | Donated Fresh Fruits or Vegetables Credit | | Form 3885A | Unbounded | Depreciation and Amortization Adjustments | | Form 5805 | 1 | Underpayment of Estimated Tax by Individuals and Fiduciaries | | Form 5805F | 1 | Underpayment of Estimated Tax by Farmers and Fishermen | | Form 5870A | 1 per t/p | Tax on Accumulation Distribution of Trusts | | Form W-2 | 50 | Wage and Tax Statement | | Schedule CA (540) | 1 | California Adjustments – Residents | | Schedule CA (540NR) | 1 | California Adjustments – Nonresidents or Part-Year Residents | | Schedule D (540) | 1 | California Capital Gain or Loss Adjustment | | Schedule D (540NR) | 1 | California Capital Gain or Loss Adjustment for Nonresidents or Part-Year Residents | | Schedule D-1 | 1 | Sales of Business Property | | Schedule G-1 | 1 per t/p | Tax on Lump Sum Distributions | | Schedule HOH/ Form 4803e | 1 | Head of Household Schedule | | Schedule P (540) | 1 | Alternative Minimum Tax and Credit Limitations – Residents | | Schedule P (540NR) | 1 | Alternative Minimum Tax and Credit Limitations – Nonresidents or Part-Year Residents | | Schedule R | 1 per t/p | Apportionment and Allocat

FAQs

What does the chart list for CA Individual e-file?

It lists acceptable individual forms and schedules that may be e-filed with FTBand and specifies the maximum number allowed per return for each form/schedule.

Are there different maximum limits for different forms?

Yes. Some forms are limited to 1 per return, while others are marked as unbounded or allow higher counts such as 10, 20, or 25 depending on the specific form.

Which withholding-related statements are included in the acceptable list?

The list includes Form 592-B for Resident and Nonresident Withholding Tax Statement and Form 593 for Real Estate Withholding Tax Statement.

Sep 19, 2026

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