3568: Alternative Identifying Information for the Dependent Exemption Credit (2025)
California · FTB · Used for tax years 2025
California Form 3568 provides alternative identifying information for a dependent when claiming the dependent exemption credit. It reports qualifying information, the dependent’s personal details, and identification documents, and is attached to Form 540, Form 540 2EZ, or Form 54
Who files this form
Form 3568 provides alternative identifying information for a dependent exemption credit claim on California Form 540, Form 540 2EZ, or Form 540NR.
To qualify to use this form, your dependent must:
- Have been a resident of Mexico or Canada during the taxable year for which you are claiming the credit.
- Not be eligible to receive or renew a federal Individual Taxpayer Identification Number (ITIN) or Social Security number (SSN).
If either condition is not met, the form says to stop and use an ITIN or SSN when claiming the dependent exemption credit.
What you'll need
Have your tax return name and SSN or ITIN available, along with your dependent’s identifying information. The form asks for:
- Relationship to you, full name, date of birth, and male or female checkbox.
- Country of birth and name at birth, if different. Birth city, state, and province are optional.
- U.S. mailing address and foreign address fields.
- Country or countries of citizenship and foreign tax ID number.
- School, college, university, or company name, city, and state.
The identification-document checkboxes list a passport, driver’s license/state ID, birth certificate, USCIS documentation, or another document. The form asks for the issuing authority, identification number, and expiration date of the document submitted. It does not state that you must submit every listed type.
How to file
Attach Form 3568 to your California Form 540, Form 540 2EZ, or Form 540NR.
Complete the qualifying questions in Part I before continuing to the dependent information in Part II. Sign and date the declaration, and keep a copy for your records.
The provided form does not give a mailing address or e-filing instructions.
Common mistakes
- Do not continue if the dependent was not a resident of Mexico or Canada for the taxable year. The form says you must use a federal ITIN or SSN instead.
- Do not continue if the dependent is eligible to receive or renew a federal ITIN or SSN. The form says you do not qualify to use Form 3568.
- Enter only Mexico or Canada in the foreign country name field on line 6.
- Do not forget to attach the form to your California return and keep a copy for your records.
Questions people ask
Which California returns can include Form 3568?
The form says to attach it to Form 540, Form 540 2EZ, or Form 540NR.
Can I use this form if my dependent is eligible to renew an ITIN?
No. Part I says to stop if the dependent is eligible to receive or renew a federal ITIN or SSN. You must use an ITIN or SSN when claiming the credit.
Do I need to enter my dependent’s name at birth?
Line 4 asks for the name at birth if it differs from the name entered on line 3.
Do I have to sign the form?
Yes. The form has a signature and date section. By signing, you declare under penalties of perjury that you have examined the form and accompanying documents and statements, and that they are true, correct, and complete to the best of your knowledge and belief.