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California e-file2017 Fiduciary e-file Calendar

November 14, 2016

FTB begins accepting test transmissions (PATS Testing)

Testing will begin upon release of the Test Package for e-file of California Business, Fiduciary, and Individual Tax Returns and Stand-Alone Payments (FTB Pub. 1436X).

Calendar Year Filers

January 3, 2017

First day to transmit live returns

April 18, 2017*

Last day to transmit timely-filed returns

California Fiduciary income tax returns have an automatic six-month extension date for timely filing.

All taxes owed must be paid by April 18. If the balance due is not paid by April 18, penalties and interest may apply.

*Due to federal Emancipation Day holiday observed on April 17, 2017, tax returns filed and payments mailed or submitted on April 18, 2017, will be considered timely.

April 25, 2017

Last day to retransmit rejected timely-filed returns

October 16, 2017

Last day to transmit timely filed current year returns on extension.

October 23, 2017

Last day to retransmit rejected current year returns filed on extension

December 31, 2017

Last day for EROs and transmitters to retain acknowledgment file material for returns e-filed in 2017

Remember: For each return an ERO files, the ERO must retain the return for four years from the due date of the return or for four years from the date the return is filed, whichever is later. If the ERO uses any of the following forms, they must keep the form with the return for the same period of time:

  • California e-file Return Authorization for Individuals (form FTB 8453)
  • California e-file Return Authorization for Fiduciaries (form FTB 8453-FID)
  • California e-file Signature Authorization for Individuals (form FTB 8879)
  • California e-file Signature Authorization for Fiduciaries (form FTB 8879-FID)

Fiscal Year Filers

Return Due Date

Fiduciary tax returns are due the 15th day of the 4th month after of the taxable year. All taxes owed must be paid by this date. If the balance is not paid by this day, penalties and interest will apply.

Retransmit Rejected Returns

Rejected timely-filed returns are given 5 days to be retransmitted and considered timely.

Extension to File

California Fiduciary income tax returns have an automatic six-month date for timely filing. Tax returns are due the 15th day of the 6th month after the original due date of the return.

Retransmit Rejected Returns filed on Extension

Rejected current year returns filed timely on extension are given 5 days to be retransmitted and considered timely.

Last Day for EROs and Transmitters to Retain Acknowledgment File Material for Fiscal Year Returns e-filed in 2017

For each return an ERO files, the ERO must retain the return for four years from the due date of the return or for four years from the date the return is filed, whichever is later. If the ERO uses any of the following forms, they must keep the form with the return for the same period of time:

  • California e-file Return Authorization for Fiduciaries (form FTB 8453-FID)
  • California e-file Signature Authorization for Fiduciaries (form FTB 8879-FID)

 

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