POA/TIA notices coming when revocation is required April 2020 Tax News

Beginning May 2020, when FTB receives information that a taxpayer is deceased, we will revoke any Power of Attorney (POA) declaration or Tax Information Authorization (TIA) that the taxpayer is listed on and we will send a notice.

If your client receives a notice in error, follow the instructions at the bottom of the notice.

Note: POAs and TIAs that were established after a taxpayer’s death, with supporting documents, will remain in effect unless otherwise revoked or expired.