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Tax News
Inside FTB

CalFile Cross-Over

ReadyReturn eases the tax filing burden for taxpayers who file the simplest tax returns. We use available information to prepare a California state tax return.

Taxpayers who are not eligible for ReadyReturn, or who are eligible but their return is not ready yet, can easily transition to CalFile without having to log in again.

For taxpayers who go directly to CalFile, we will check to see if they have a ReadyReturn available. If they do, we will notify them and taxpayers can continue with ReadyReturn or use CalFile.

Note: Taxpayers who can be claimed as a dependent may also qualify for CalFile or ReadyReturn.

540 2EZ Instructions Available in Spanish

We offer several translated products to help with your tax preparation. The 540 2EZ instructions are now available in Spanish. The Form 540 2EZ is offered only in English, but the translated instructions can assist you when working with Spanish-speaking clients. We translated our CalFile program, Spanish CalFile, to provide free electronic filing assistance. We have a languages tab on our homepage linking to translated frequently asked questions and other content in Spanish, Chinese, Korean, Russian, and Vietnamese.

Instructions for Form FTB 3582

We recently updated the instructions for Form FTB 3582, Payment Voucher for Individual e-filed Returns, to remind taxpayers not to include a copy of their return when submitting the form along with their payment. Please remind your clients to keep a copy of their e-filed return for their records.

No More Peel and Stick Labels

Beginning January 2, 2009, we began mailing 540, 540NR, and 540 2EZ 2008 tax booklets with a new format. We eliminated the use of the peel and stick address labels on our tax booklets. Taxpayer names and addresses are now being printed directly on the tax booklets; taxpayers will now fill in their name and address if they use the forms inside the booklets to file Personal Income Tax Returns.

Per Civil Code §1798.85(a)(5) (added by SB25, Stats 2003, Ch. 907), no social security numbers will be used on any outgoing mail to individuals (exceptions: FTB 1099 and FTB 4600 INC letters, or others as approved by Legal).

This new process continues to protect the confidentiality of social security numbers and has resulted in a sizeable savings for the department.