FTB 3840 (California) California Like-Kind Exchanges

Before preparing FTB 3840 (California) (3840), verify the identity of the form and gather the records the instructions call for.

• Confirm the housing program, tenant, landlord, property, mortgage, or agency context.
• Review household, income, property, inspection, and signature sections for completeness.
• Match the form name, form code, agency, and revision shown on the document before you start.
• Gather identification details, addresses, account numbers, dates, and supporting records referenced by the form.
• Complete every required section that applies to your situation and mark non-applicable fields only when the official instructions allow it.

• Using a stale copy after the issuing authority has posted a newer edition.
• Leaving signature, date, certification, or required attachment fields incomplete.
• Submitting a prepared PDF through the wrong portal, address, office, or recipient workflow.

DocuHub prepares the fillable PDF; the issuing authority controls where and how the completed form is filed.

• Use the submission method listed in the official instructions or source page, such as online filing, mail, upload portal, or in-person delivery.
• Treat any deadline, fee, address, or payment instruction as current only after checking the issuing authority source.
• If you file by mail or upload, keep the receipt, tracking number, confirmation page, or timestamp with your records.

• Open the official source at ftb.ca.gov and compare the form name, form code, agency, and 2025 edition.
• If the official page shows a newer revision, fee schedule, filing address, or deadline, use the official page over any saved PDF copy.
• Confirm the form applies to CA, US, especially when state, province, national, or agency-specific versions exist.

• Save the completed PDF exactly as submitted, including signature pages and attachments.
• Keep a blank copy or source link so you can compare future revisions if the form changes.

• Ask the issuing authority or a qualified professional if the form affects legal rights, tax liability, immigration status, benefits, medical privacy, or financial obligations.
• Use the form instructions, not DocuHub, as the final source for eligibility, filing channel, deadlines, and fees.