Help with tax information authorization Tax information authorization

If we reject a TIA

Common reasons why we reject TIA submissions:

  • Taxpayer ID is missing on the form
  • The full business name is not provided
  • Representative’s name and/or address are missing, incomplete, or illegible
  • Form is not signed by an authorized individual
  • "Print Name" field not complete
  • Signature Date is missing on the form

Death of an individual with a TIA

When an individual dies and someone files their death certificate with us, we’ll revoke their TIA because it is no longer valid.

Someone may establish a new TIA for the deceased and/or the estate of the deceased individual. The legal representative of the estate usually has authority to act on behalf of the estate without a TIA.

The authority to represent is supported by documentation such as:

  • A valid will
  • Letters Testamentary
  • Letters of Administration issued by a court

If you’re obtaining a TIA on behalf of a minor child

To receive tax information for a minor, you must attach at least one of these items to the TIA form:

  • Birth certificate
  • Custody agreement
  • Court order
  • Any other documentation that establishes permission

You must use one of the Individual or Fiduciary signing formats in order for the TIA form to be accepted.

Contact us about TIA

Chat
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Weekdays, 7 AM to 5 PM
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Phone
Taxpayers, individuals, and businesses
(800) 852-5711
(916) 845-6500 (outside the U.S.)
Weekdays, 7 AM to 5 PM
Tax professionals hotline
(916) 845-7057
Weekdays, 8 AM to 5 PM
Mail
POA/TIA Unit
Franchise Tax Board
PO Box 2828
Rancho Cordova, CA 95741-2828