Form Ftb 3516 - Request For Copy Of Personal Income Or Fiduciary Tax Return Page 2
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1
2State of California
Franchise Tax Board
Request for Copy of Corporation, Exempt Organization, Partnership,
or Limited Liability Company Tax Return
Send a check or money order payable to the Franchise Tax Board for $20 for each tax year you request. Mail your payment and
this completed FTB 3516 to: Data Storage Section, Franchise Tax Board, PO Box 1570, Rancho Cordova CA 95741-1570.
If a paid preparer completed your tax return, they should be able to provide you a copy of the tax return for no charge.
If the tax return was for a tax year in which you were a victim of a designated California state or federal disaster, there is no charge for a
copy of your personal income tax return. For additional information, call 916.845.5116 (not toll free).
See PAGE 1 to request personal income (540, 540A, 540 2EZ, 540NR) or fiduciary (541) tax returns.
Requester’s name
Business/corporation’s name (as shown on tax return)
Requester’s mailing address
Business/corporation’s address (as shown on tax return)
Tax return requested
Tax years or
Corporation number
Federal employer
(check box below)
fiscal year end date
identification number
100 – Corporation Return
100W – California Franchise or
Income Tax Water’s-Edge
Corporation Return
100WE – Water’s Edge
Corporation Return
100S – S Corporation Return
109 – Exempt Organization Business
Income Tax Return
199 – Exempt Organization Annual
Information Return
565 – Partnership Return
California secretary of state number
568 – Limited Liability Company
Return
Signature and title of officer, trustee, or authorized representative
Type or print name
Daytime telephone number
Date
We keep copies of corporation, exempt organization, and limited liability company tax returns for the past five years. We keep
partnership tax returns for three and a half years from the original date the tax return was filed.
A current authorized representative of the taxpayer must sign this request and provide the business title. Without proper
authorization, we cannot provide the requested copies. Proper authorization includes:
• Any person designated by action of its board of directors, or other similar governing body, upon submission of satisfactory
evidence of such action.
• Any officer or employee of the corporation with a written request signed by any principal officer under the corporate seal, if any.
• A current FTB 3520, Power of Attorney Declaration.
• A letter of testamentary that appoints you as executor.
• A letter of administration that appoints you as administrator.
• A letter of conservatorship that appoints you as conservator.
• A court document that appoints you as trustee.
If a suspended corporation is involved, any amounts owed must be paid before we can send you the requested information. To
determine the amount owed, call one of the following numbers: 800.852.5711 (from within the United States), 916.845.6500 (from
outside the United States), or 800.822.6268 (TTY/TDD) for persons with hearing or speech impairments.
If a bankruptcy is involved and you are not the taxpayer, you must also provide one of the following:
• A court document appointing you as trustee.
• A letter signed by the trustee authorizing you to receive this material and a copy of the court documents appointing the trustee.
You should receive a response within 30 days.
FTB 3516 (REV 08-2015) C1 PAGE 2
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