Form 8453 - California E-File Return Authorization For Individuals - 2011 Page 3
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3To cancel a scheduled estimated tax payment, you must call the
Indicate next to your signature that you are the surviving spouse/RDP.
FTB at 916.845.0353 at least two working days before the date of the
Also, print “Deceased” and the date of death next to the name of the
withdrawal.
deceased taxpayer.
Part IV – Banking Information
If you file a return and claim a refund due to a deceased taxpayer, you
are certifying under penalty of perjury either that you are the legal
Individual taxpayers may request that only their refund be electronically
representative of the deceased taxpayer’s estate (in this case, you
deposited into more than one checking or savings account. It’s fast, safe,
must attach certified copies of the letters of administration or letters
and convenient to have your refund directly deposited into your bank
testamentary to form FTB 8453) or that you are entitled to the refund as
account.
the deceased’s surviving relative or sole beneficiary under the provisions
You can find the routing and account numbers on a check or bank
of the California Probate Code. You must also attach a copy of federal
statement, or by contacting your financial institution. Do not use a
Form 1310, Statement of Person Claiming Refund Due a Deceased
deposit slip as it may contain internal routing numbers.
Taxpayer, or a copy of the death certificate to form FTB 8453.
Part VI – Declaration of ERO and Paid Preparer
Lines 8 and 12 – The refund amounts you designated for direct deposit.
Lines 9 and 13 – The routing number must be nine digits. The first two
The ERO must sign and complete this part. If the ERO is also the paid
digits must be between 01 and 12 or 21 and 32.
preparer, the ERO must check the box labeled “Check if also paid
Lines 10 and 14 – The account number can be up to 17 characters and
preparer.” If the ERO is not the paid preparer, the paid preparer must sign
can include numbers and letters. Include hyphens but omit spaces and
in the space for “Paid Preparer Must Sign.”
special symbols.
Additional Information
Note: Some financial institutions will not allow a joint refund to be
deposited to an individual account. If the direct deposit is rejected, we
TTY/TDD:
800.822.6268 for persons with hearing or speech
will issue a paper check.
impairments.
Caution: Check with your financial institution to make sure your deposit will
be accepted and to get the correct routing and account numbers. The FTB
is not responsible for a lost refund due to incorrect account information
entered by you or your representative.
Part V – Declaration of Taxpayer(s)
An e-filed tax return is not considered complete or filed unless form
FTB 8453 is signed by you before the return is transmitted.
Deceased taxpayer(s) – The legal representative (e.g., beneficiary,
administrator, or executor) of the deceased taxpayer’s estate must sign
form FTB 8453 before the return is transmitted.
If you are the surviving spouse/RDP and no administrator or executor
has been appointed, you may still file a joint return for the year of death.
Page 2 FTB 8453 Instructions 2011
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