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Level 1
posted Feb 20, 2025 4:36:44 PM

On CA 541, _where_ do I indicate there's a section 645 electing trust?

I'm doing (combined) taxes for a decedent's estate and section-645-electing trust.

On IRS form 1041

  • I mark item A as "decedent's estate"
  • mark item C with the estate's EIN
  • check the box in item G and enter the electing trust's EIN

So far, so good.  Now, on to CA form 541... and I don't see anything analogous to 1041's item G. 

What box am I missing?  Where do I tell the state this is also the return for the section-645-electing trust???

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