Known Issues, Solutions, and FAQs e-file Program

This page contains workaround solutions for e-file returns available this tax year and past two years. For more information regarding our e-file technical requirements, refer to our Publications 1436X and 1436B. These publications are available on the FTA State Exchange System (SES) website to Authorized Users. Access is granted after the software developer completes a CA Letter of Intent (LOI) for each supported tax year. If you are a software developer and do not have access to the CA SES folder, please contact the FTB LOI mailbox.

Date Entered Tax Year Form Type Issue or FAQ Issue Type Impacted Program Description Temporary Solution Date Resolved Resolution
02/06/2024 2022 IRS 1041 2022v6.1, IRS 1041 2022v6.2 Issue Schema Fiduciary The latest TY2022 IRS schemas were not adopted. It impacts IRS 5329 - Additional Taxes on Qualified Plans and Other Tax-Favored Accounts. IRS added additional enumerations to an existing optional element [EarlyDistriExceptionReasonCd] and IRS 4136 - Credit for Federal Tax Paid on Fuels. IRS added new optional Line 10d(d) [SustainableAviationFuelCrAmt]. IRS 5329 - If you have one of the new exception codes, then do not attach IRS5329 or file on paper.
IRS 4136 - If you have data on new optional Line 10d(d), then do not attach IRS4136 or file on paper. 		n/a This will be the resolution for the foreseeable future. This is informational.
4/4/23 2022 Form 3805P FAQ Schema Individual The lastest TY22 CA Form 3805P, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, Instructions, contains additional enumerations for line 2 of which include exception reason codes 23 and 99. Currently, the schema does not include these new codes. If Exception Reason Codes 23 or 99 apply, leave ‘exceptionCode’ blank. n/a This will be the resolution for TY2022 for the foreseeable future. This will be updated in TY 2023.