The California tax returns due date has been extended to November 16, 2023 for most taxpayers. This is due to the severe winter storms that impacted the state earlier this year. The extension applies to both individual and business income tax returns, as well as estimated tax payments.
This is the second time that the California tax returns due date has been extended this year. The IRS originally extended the federal tax deadline to April 18, 2023, and the Franchise Tax Board (FTB) followed suit. However, the FTB later announced that it was extending the California tax deadline to November 16, 2023 for most taxpayers impacted by the winter storms.
Who is eligible for the California tax returns due date extension?
The California tax returns due date extension applies to most taxpayers who were impacted by the severe winter storms that occurred in California in early 2023. This includes taxpayers who live in a federally declared disaster area, as well as taxpayers who were unable to file their taxes on time due to the storms.
To qualify for the extension, taxpayers must file Form FTB 3500, Application for Automatic Extension of Time to File. This form can be filed electronically or by mail.
What returns are eligible for the California tax returns due date extension?
The California tax returns due date extension applies to all California state tax returns that are due on or before October 16, 2023. This includes the following returns:
- Form 540: California Resident Income Tax Return
- Form 540NR: California Nonresident or Part-Year Resident Income Tax Return
- Form 100S: California S Corporation Income Tax Return
- Form 100: California Partnership Return
How to claim the California tax returns due date extension
To claim the California tax returns due date extension, you do not need to file any additional paperwork. You simply need to file your California state tax return by November 16, 2023, If you are eligible for the extension.
If you have already filed your California state tax return
If you have already filed your California state tax return and you are eligible for the extension, you do not need to do anything. The FTB will automatically update your tax return to reflect the new due date.
If you have any questions about the California tax returns due date extension
If you have any questions about the California tax returns due date extension, you can contact the FTB at 1-800-852-5711.
What does the California tax returns due date extension mean for me?
If you are eligible for the California tax returns due date extension, you will have until November 16, 2023 to file your tax return and pay any taxes that you owe. You will not be penalized for filing late or paying late if you have a valid extension.
How do I file for an extension of time to file my California tax return?
To file for an extension of time to file your California tax return, you must complete Form FTB 3500, Application for Automatic Extension of Time to File. This form can be filed electronically or by mail.
If you are filing electronically, you can e-file Form FTB 3500 through the FTB’s website. If you are filing by mail, you can mail Form FTB 3500 to the following address:
Franchise Tax Board P.O. Box 942857 Sacramento, CA 95814-2857
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Penalties and interest for late filing
Taxpayers who file their California state tax returns after November 16, 2023 may be subject to penalties and interest. The penalty for late filing is 5% of the unpaid tax per month, up to a maximum of 25%. The interest rate on unpaid taxes is set by the FTB and is adjusted quarterly.
How to avoid penalties and interest
To avoid penalties and interest, taxpayers should file their California state tax returns by November 16, 2023. If you are unable to file your return on time, you can request an extension of time to file. To request an extension, you must file Form FTB 3520 by November 16, 2023.
What if I still need more time to file my California tax return?
If you still need more time to file your California tax return after November 16, 2023, you can request an additional extension of time. To do so, you must complete Form FTB 3520, Request for Extension of Time to File. This form can be filed electronically or by mail.
If you are filing electronically, you can e-file Form FTB 3520 through the FTB’s website. If you are filing by mail, you can mail Form FTB 3520 to the following address:
Franchise Tax Board P.O. Box 942857 Sacramento, CA 95814-2857
Additional information about the California tax returns due date extension
- The California tax returns due date extension does not apply to the estimated tax payment deadline of January 18, 2024.
- The California tax returns due date extension does not apply to the tax payment deadline for individuals and businesses that are required to make quarterly estimated tax payments.
- The California tax returns due date extension does not apply to the tax filing and payment deadlines for other types of California taxes, such as sales tax and property tax.
- Make sure you have all of your tax documents. This includes your W-2 forms, 1099 forms, and receipts for any deductible expenses.
- If you are self-employed, you will need to file Schedule C with your return. This schedule is used to report your business income and expenses.
- If you have any dependents, you will need to claim them on your return. You can claim your dependents if they are under the age of 19 or if they are full-time students under the age of 24.
- If you have made any estimated tax payments, you will need to claim them on your return. You can claim your estimated tax payments on Line 16 of Form 540.
- If you owe any taxes, you can pay them online, by mail, or in person at a tax office.
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Tips for filing your California tax return
Here are a few tips for filing your California tax return:
- Gather all of your tax documents before you start filing. This includes your W-2 forms, 1099 forms, and any other documents that support your deductions and credits.
- Use a tax preparation software program to help you file your return. These programs can make the filing process easier and help you to avoid errors.
- If you have any questions, contact the FTB for assistance. The FTB has a variety of resources available to help taxpayers, including a website, phone hotline, and email address.
Conclusion
The California tax returns due date has been extended to November 16, 2023 for most taxpayers. If you are eligible for the extension, you will have until November 16, 2023 to file your tax return and pay any taxes that you owe. You will not be penalized for filing late or paying late if you have a valid extension.
If you are eligible for the extension, you simply need to file your California state tax return by November 16, 2023. You do not need to file any additional paperwork to claim the extension.
If you have any questions about the California tax returns due date extension, or if you need assistance filing your tax return, please contact the FTB at 1-800-852-5711.
FAQ (Frequently Asked Questions)
The California tax return due date was extended due to severe winter storms that affected the state earlier in the year. This extension was granted to help taxpayers impacted by the storms.
The extension applies to taxpayers living in federally declared disaster areas in California and those who couldn’t file on time due to the winter storms. Eligible taxpayers must file Form FTB 3500 to request an extension.
The extension applies to various California state tax returns, including Form 540, Form 540NR, Form 100S, and Form 100, which are due on or before October 16, 2023.
If you’re eligible, there’s no need to file additional paperwork. Simply file your California state tax return by the extended deadline of November 16, 2023.
Late filers may be subject to a penalty of 5% of the unpaid tax per month, up to a maximum of 25%. Interest rates on unpaid taxes are set by the FTB and adjusted quarterly.
To avoid penalties and interest, file your California state tax return by the extended deadline of November 16, 2023. If you need more time, request an extension using Form FTB 3520.
Yes, you can request an additional extension by completing Form FTB 3520. This form can be filed electronically or by mail.
The extension does not apply to the estimated tax payment deadline of January 18, 2024, or to quarterly estimated tax payments for individuals and businesses.
You’ll need essential tax documents, including W-2 and 1099 forms, receipts for deductible expenses, and, if applicable, Schedule C for self-employment income.
Gather all necessary documents, consider using tax preparation software, and contact the FTB for assistance if you have questions or need help with your filing.
