Get Income Tax Clearance Certificate

This guide will provide you with clear and concise instructions for completing the Income Tax Clearance Certificate online. By following these steps, you will ensure that you fill out the form correctly and efficiently.

Follow the steps to complete your Income Tax Clearance Certificate online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Begin by entering the name of the estate in the designated field.
3. Provide the federal employer identification number of the estate.
4. Enter the date of death of the decedent.
5. Fill in the name of the fiduciary responsible for the estate.
6. Provide your area code and phone number for contact purposes.
7. Input the decedent’s social security number.
8. Complete the address of the fiduciary, including number and street.
9. Indicate the probate number assigned to the estate.
10. Enter the city or town, state, and ZIP code for the fiduciary's address.
11. Specify the county where probate is taking place.
12. Fill in the name of the attorney representing the estate.
13. Provide the area code and phone number for the attorney.
14. Enter the address of the attorney, including number and street.
15. Select where to mail the tax clearance certificate by checking the appropriate box (Attorney or Fiduciary) and completing the location details.
16. Answer the questions regarding the decedent’s residency, probate proceedings in other states, asset values, distribution to beneficiaries, and preliminary distributions.
17. Complete the declaration portion, listing the California Individual Income Tax Returns filed by the decedent and the Fiduciary Income Tax Returns for the estate for the last four taxable years.
18. Sign the form to certify the information provided is accurate.
19. Finally, ensure all information is complete, then save your changes, download a copy for your records, and follow any further instructions provided for submission.

Complete your Income Tax Clearance Certificate online to ensure a smooth processing experience.