Form 5805 PDF Details

Part I is Questions, Part II is Required Annual Payment and Part III is Annualized Income Installment Method Schedule.

Attach: Attach this form to the back of your Form 540, Form 540NR, or Form 541.

Waiver: If you are requesting a waiver of the penalty, provide an explanation and check the box on Form 540, line 113; Form 540NR, line 123; or Form 541, line 45.

Annualized income: Use Part III only if you earned taxable income at an uneven rate during 2025.

Total underpayment: subtract line 9 from line 6; if the total underpayment is zero or less, stop here: you do not owe the penalty and do not file form FTB 5805.

QuestionAnswer
Form NameForm 5805
Form Length4 pages
Fillable?Yes
Fillable fields123
Avg. time to fill out21 min
Edition2025
Matches the agency's fileYes, checked October 2, 2026
Other names5805, FTB 5805, CA 5805, Form 5805, California Form 5805, Underpayment of Estimated Tax by Individuals and Fiduciaries
Official sourceForm 5805 (Rev 2025), California Franchise Tax Board