California Form 3581 - Tax Deposit Refund And Transfer Request

TAXABLE YEAR

CALIFORNIA FORM

3581

Tax Deposit Refund and Transfer Request

For calendar year ________ or fiscal year beginning month ____ day ____ year ____, and ending month ____ day ____ year ____ .

Your SSN or ITIN

Your Spouse’s SSN or ITIN

Secretary of State (SOS) file number

FEIN

Name(s) as shown on tax return

California corporation number

Address including street, PO Box, suite, room, rural route, or PMB no.

City

State

Zip Code

Explanation of Requested Action. Indicate type of tax, tax deposit payment, and date of the payment. Also, make sure to mark the requested action. To transfer

all or part of a tax deposit payment to another year, enter amount and taxable year it should be applied to.

Make sure to complete all applicable fields:

• Type of Tax:

____ Personal Income Tax ____ Corporate Tax ____LLC fee ____ LP, LLP, REMIC

• Tax deposit payment $ ______________

• Date of payment: ___________________

• What is the requested action? ____ Refund ____ Transfer to another taxable year ____ Convert deficiency administrative action to action on a

refund claim.

• Amount to be refunded $ ____________

• Amount $ ____________ to be transferred to ___________ taxable year.

Signature of individual, owner, officer, or authorized representative and title

Date

Please

Sign

If joint return, spouse’s signature (it is unlawful to forge a spouse’s signature)

Date

Here

A Purpose

C Where to File

Use form FTB 3581, Tax Deposit Refund and Transfer Request, to

Submit a separate form FTB 3581 for each taxable year.

request the refund, or the transfer of all or part of a tax deposit

For individuals, mail this form to:

payment.

FRANCHISE TAX BOARD

In general, you can request the refund, or the transfer of a tax deposit

PO BOX 942840

at any time before the Franchise Tax Board applies the deposit amount

SACRAMENTO CA 94240-0040

to satisfy a final tax liability.

For Corporations, LPs, LLPs, REMICs, or LLCs, mail this form to:

If you use this form to transfer a tax deposit to another taxable year

FRANCHISE TAX BOARD

before there is a final tax liability for that year, you must file a separate

PO BOX 942857

Form 3581 for that year if you wish to convert any pending deficiency

SACRAMENTO CA 94257-0540

protest or appeal to a claim for refund.

B How to Complete Form FTB 3581

To ensure timely response and proper application of your request,

enter all the applicable information requested on the form.

Make sure to enter:

• The four-digit taxable year in the box at the top of the form, and

complete the first line as applicable.

• The social security numbers (SSN)/Individual Taxpayer

Identification Numbers (ITIN), or

• The California corporation number/ Secretary of State (SOS) file

number, and

• The tax deposit payment, the amount to be refunded, and/or the

amount to be transferred to another taxable year.

Note: Include the Private Mail Box (PMB) in the address field. Write

the acronym “PMB” first, then the box number.

Example: 111 Main Street PMB 123.

FTB 3581 (NEW 2006)

613

8071064

For Privacy Notice, get form FTB 1131.

California Form 3581 - Tax Deposit Refund And Transfer Request - 2006

Related Articles

Related forms

Related Categories