Date Accepted___________________________DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR |
CALIFORNIA ONLINE E-fiLE RETURN AUTHORIZATION |
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FORM |
2011 |
FOR INDIVIDUALS |
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8453-OL |
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Your first name and initial |
Last name |
Your SSN or ITIN |
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If joint return, spouse’s/RDP’s first name and initial |
Last name |
Spouse’s/RDP’s SSN or ITIN |
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Address (including number and street, PO Box, or PMB no.) |
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Apt. no./Ste.no. |
Daytime telephone number |
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City |
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State |
ZIP code |
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PART I Tax Return Information (whole dollars only) |
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1California adjusted gross income. (Form 540, line 17; Form 540 2EZ, line 16; Long Form 540NR, line 32;
or Short Form 540NR, line 32). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2Refund or no amount due. (Form 540, line 115; Form 540 2EZ, line 28; Long Form 540NR, line 125;
or Short Form 540NR, line 125). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3Amount you owe. (Form 540, line 111; Form 540 2EZ, line 27; Long Form 540NR, line 121;
or Short Form 540NR, line 121). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
PART II Settle Your Account Electronically for Taxable Year 2011 (Due 04/17/12)
4m Direct deposit of refund
5m Electronic funds withdrawal 5a Amount ___________________ 5b Withdrawal date (MM/DD/YYYY) _________________
PART III Make Estimated Tax Payments for Taxable Year 2012 These are not installment payments for the current amount you owe.
First Payment |
Second Payment |
Third Payment |
Fourth Payment |
Due 4/17/12 |
Due 6/15/12 |
Due 9/17/12 |
Due 1/15/13 |
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6 Amount |
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7Withdrawal date
PART IV Banking Information (Have you verified your banking information?)
8Amount of refund to be directly deposited to account below _____________ 12 The remaining amount of my refund for direct deposit _________________
9 Routing number _______________________________________________ 13 Routing number _______________________________________________
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Account number_______________________________________________ |
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Account number ______________________________________________ |
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Type of account: m Checking |
m Savings |
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Type of account: m Checking |
m Savings |
PART V Declaration of Taxpayer(s)
I authorize my account to be settled as designated in Part II. If I check Part II, box 4, I declare that the direct deposit refund information in Part IV agrees with the authorization stated on my return. I authorize an electronic funds withdrawal for the amount listed on line 5a and any estimated payment amounts listed on line 6 from the account listed on lines 9, 10, and 11. If I have filed a joint return, this is an irrevocable appointment of the other spouse/RDP as an agent to receive the refund or authorize an electronic funds withdrawal.
Under penalties of perjury, I declare that the information I provided to the Franchise Tax Board (FTB), either directly or through e-file software, including my name, address, and social security number (SSN) or individual taxpayer identification number (ITIN), and the amounts shown in Part I above, agrees with the information and amounts shown on the corresponding lines of my 2011 California income tax return. To the best of my knowledge and belief, my return is true, correct, and complete. If I am filing a balance due return, I understand that if the FTB does not receive full and timely payment of my tax liability, I remain liable for the tax liability and all applicable interest and penalties. I authorize my return and accompanying schedules and statements to be transmitted to the FTB directly or through the e-file software. If the processing of my return or refund is delayed, I authorize the FTB to disclose to me, either directly or through the e-ile software, the reason(s) for the delay or the date when the refund was sent.
Sign
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Your signature |
Date |
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Spouse’s/RDP’s signature. If filing jointly, both must sign. |
Date |
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It is unlawful to forge a spouse’s/RDP’s signature. |
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For Privacy Notice, get form FTB 1131. |
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FTB 8453-OL C2 2011 |
Instructions for Form FTB 8453-OL
California Online e-ile Return Authorization for Individuals
General Information
A Purpose of Form FTB 8453-OL
Form FTB 8453-OL,California Online e-file Return Authorization for Individuals, is the signature document for self-prepared individual e-file returns. By signing this form, you declare that the return is true, correct, and complete. Additionally, you authorize the electronic transmission of the return to the Franchise Tax Board (FTB) and the execution of any designated electronic account settlement. The form does not serve as proof of filing an electronic return – the acknowledgement containing the date of acceptance for the accepted return is that proof.
B Taxpayer Responsibilities
Before you e-file your return, you must:
•Verify all information on the form FTB 8453-OL, including SSN(s), ITIN(s), and banking information. Reconfirm your routing and account numbers.
•Inspect a copy of the return and ensure the information is correct.
•Sign form FTB 8453-OL after you prepare the return, but before you transmit it.
After you e-file your return, you must retain the following documents for the California statute of limitations period:
•Form FTB 8453-OL
•Original Form(s) W-2, W-2G, and 1099R
•A paper copy of Form 540, Form 540 2EZ, Long or Short Form 540NR
•A paper copy of your federal tax return
•A paper copy of your other state income tax return if you claimed the California Other State Tax Credit. Refer to California Schedule S.
The California statute of limitations is the later of four years from the due date of the return or four years from the date the return is filed.
(Exception: An extended statute of limitations period may apply for California or federal tax returns that are related to or subject to a federal audit.)
C Refund Information
Check the status of your tax refund at ftb.ca.gov or call FTB’s automated toll- free telephone service at 800.338.0505.
D Paying Your Taxes
If you owe tax, you must pay it by April 16, 2012*, to avoid penalties and interest. When you e-file, you can choose from the following payment options:
*Due to the federal Emancipation Day holiday on April 16, 2012, tax returns filed and payments received on April 17, 2012, will be considered timely.
•Pay by electronic funds withdrawal: You can have all or part of your balance due withdrawn electronically from your bank account on the date you choose. See Part II.
•Pay online: You can pay the amount you owe using our secure online payment service, Web Pay. Go to ftb.ca.gov and search for web pay.
•Pay by credit card: You can use your Discover, MasterCard, Visa, or American Express card to pay your tax. Call 800.272.9829 or go to oficialpayments.com. Use jurisdiction code 1555. Official Payments Corp. charges a convenience fee for using this service. If you pay by credit card, do not mail the voucher (form FTB 3582) to the FTB.
•Pay by check or money order: You can pay by check or money order using the form FTB 3582, Payment Voucher for Individual e-filed Returns. Mail form FTB 3582 with your check or money order to the FTB using the address printed on the voucher.
Make all checks or money orders payable in U.S. dollars and drawn against a U.S. financial institution.
Mandatory e-pay – If you are required by Revenue and Taxation Code Section 19011.5 to make your payments electronically, you must make your tax return payment electronically (e.g. EFW or Web Pay). Go to ftb.ca.gov and search for mandatory e-pay for more information.
Using direct deposit or electronic funds withdrawal is voluntary and applies only to the return you are filing at this time. If you want your refund directly deposited into one or more accounts or your payment withdrawn electronically from your account, you must complete the applicable Parts II, III, and IV before you transmit the return. We will not honor requests completed after transmission of the return. Be sure the account information is correct. If the bank or financial institution rejects the electronic funds withdrawal due to an error in the routing number or account number, we will send you a notice that may include penalties and interest.
To cancel an electronic funds withdrawal, you must call the FTB e-Programs Customer Service Unit at 916.845.0353 at least two working days before the date of the withdrawal.
Part III – Make Estimated Tax Payments for 2012
When you e-file, you may opt to schedule the electronic payment of estimated tax payments for taxable year 2012. The amount you designate will be withdrawn from the account listed in Part IV on the date you select. Be sure to select a date on or before the due date of the estimated tax payment to avoid penalties and interest charges.
To cancel a scheduled estimated tax payment, you must call the FTB at 916.845.0353 at least two working days before the date of the withdrawal.
Part IV – Banking Information
Individual taxpayers may request that only their refund be electronically deposited into more than one checking or savings account. It’s fast, safe, and convenient to have your refund directly deposited into your bank account.
You can find the routing and account numbers on a check or bank statement, or by contacting your financial institution. Do not use a deposit slip as it may contain internal routing numbers.
Lines 8 and 12 – The refund amounts you designated for direct deposit.
Line 9 and 13 – The routing number must be nine digits. The first two digits must be between 01 and 12 or 21 and 32.
Line 10 and 14 – The account number can be up to 17 characters and can include numbers and letters. Include hyphens but omit spaces and special symbols.
Note: Some financial institutions will not allow a joint refund to be deposited to an individual account. If the direct deposit is rejected, we will issue a paper check.
Caution: Check with your financial institution to make sure your deposit will be accepted and to get the correct routing and account numbers. The FTB is not responsible for a lost refund due to incorrect account information entered by you or your representative.
Part V – Declaration of Taxpayer(s)
An e-filed tax return is not considered complete or filed unless you sign form FTB 8453-OL before you transmit the return.
Deceased taxpayer(s) – The legal representative (e.g., beneficiary, administrator, or executor) of the deceased taxpayer’s estate must sign form FTB 8453-OL before the return is transmitted.
If you are the surviving spouse/RDP and no administrator or executor has been appointed, you may still file a joint return for the year of death. Indicate next to your signature that you are the surviving spouse/RDP. Also, print “Deceased” and the date of death next to the name of the deceased taxpayer.
If you file a return and claim a refund due to a deceased taxpayer, you are certifying under penalty of perjury either that you are the legal representative of the deceased taxpayer’s estate (in this case, you must attach certified copies of the letters of administration or letters testamentary to form FTB 8453-OL) or that you are entitled to the refund as the deceased’s surviving relative or sole beneficiary under the provisions of the California Probate Code. You must also attach a copy of federal Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, or a copy of the death certificate to form FTB 8453-OL.
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Additional Information |
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Specific Instructions |
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TTY/TDD: 800.822.6268 for persons with hearing or speech impairments. |
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Date of Acceptance |
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Enter the date FTB accepts the return in the space at the top of form |
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FTB 8453-OL. |
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Part II – Settle Your Account Electronically |
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FTB 8453-OL Instructions 2011
