Form 8453-Ol - California Online E-File Return Authorization For Individuals - 2011 Page 2
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1
2Instructions for Form FTB 8453-OL
California Online e-file Return Authorization for Individuals
General Information
Using direct deposit or electronic funds withdrawal is voluntary and
applies only to the return you are filing at this time. If you want your refund
A Purpose of Form FTB 8453-OL
directly deposited into one or more accounts or your payment withdrawn
electronically from your account, you must complete the applicable Parts II,
Form FTB 8453-OL,California Online e-file Return Authorization for
III, and IV before you transmit the return. We will not honor requests
Individuals, is the signature document for self-prepared individual e-file
completed after transmission of the return. Be sure the account information
returns. By signing this form, you declare that the return is true, correct,
is correct. If the bank or financial institution rejects the electronic funds
and complete. Additionally, you authorize the electronic transmission of the
withdrawal due to an error in the routing number or account number, we will
return to the Franchise Tax Board (FTB) and the execution of any designated
send you a notice that may include penalties and interest.
electronic account settlement. The form does not serve as proof of filing an
To cancel an electronic funds withdrawal, you must call the FTB e-Programs
electronic return – the acknowledgement containing the date of acceptance
Customer Service Unit at 916.845.0353 at least two working days before the
for the accepted return is that proof.
date of the withdrawal.
B Taxpayer Responsibilities
Part III – Make Estimated Tax Payments for 2012
Before you e-file your return, you must:
When you e-file, you may opt to schedule the electronic payment of estimated
• Verify all information on the form FTB 8453-OL, including SSN(s), ITIN(s),
tax payments for taxable year 2012. The amount you designate will be
and banking information. Reconfirm your routing and account numbers.
withdrawn from the account listed in Part IV on the date you select. Be sure to
• Inspect a copy of the return and ensure the information is correct.
select a date on or before the due date of the estimated tax payment to avoid
• Sign form FTB 8453-OL after you prepare the return, but before you
penalties and interest charges.
transmit it.
To cancel a scheduled estimated tax payment, you must call the FTB at
After you e-file your return, you must retain the following documents for the
916.845.0353 at least two working days before the date of the withdrawal.
California statute of limitations period:
Part IV – Banking Information
• Form FTB 8453-OL
• Original Form(s) W-2, W-2G, and 1099R
Individual taxpayers may request that only their refund be electronically
• A paper copy of Form 540, Form 540 2EZ, Long or Short Form 540NR
deposited into more than one checking or savings account. It’s fast, safe, and
• A paper copy of your federal tax return
convenient to have your refund directly deposited into your bank account.
• A paper copy of your other state income tax return if you claimed the
You can find the routing and account numbers on a check or bank statement,
California Other State Tax Credit. Refer to California Schedule S.
or by contacting your financial institution. Do not use a deposit slip as it may
The California statute of limitations is the later of four years from the due date
contain internal routing numbers.
of the return or four years from the date the return is filed.
Lines 8 and 12 – The refund amounts you designated for direct deposit.
(Exception: An extended statute of limitations period may apply for California
or federal tax returns that are related to or subject to a federal audit.)
Line 9 and 13 – The routing number must be nine digits. The first two digits
must be between 01 and 12 or 21 and 32.
C Refund Information
Line 10 and 14 – The account number can be up to 17 characters and can
Check the status of your tax refund at ftb.ca.gov or call FTB’s automated toll-
include numbers and letters. Include hyphens but omit spaces and special
free telephone service at 800.338.0505.
symbols.
D Paying Your Taxes
Note: Some financial institutions will not allow a joint refund to be deposited
to an individual account. If the direct deposit is rejected, we will issue a paper
*
If you owe tax, you must pay it by April 16, 2012
, to avoid penalties and
check.
interest. When you e-file, you can choose from the following payment
Caution: Check with your financial institution to make sure your deposit will
options:
be accepted and to get the correct routing and account numbers. The FTB is
*
Due to the federal Emancipation Day holiday on April 16, 2012, tax returns
not responsible for a lost refund due to incorrect account information entered
filed and payments received on April 17, 2012, will be considered timely.
by you or your representative.
• Pay by electronic funds withdrawal: You can have all or part of your
Part V – Declaration of Taxpayer(s)
balance due withdrawn electronically from your bank account on the date
you choose. See Part II.
An e-filed tax return is not considered complete or filed unless you sign form
• Pay online: You can pay the amount you owe using our secure online
FTB 8453-OL before you transmit the return.
payment service, Web Pay. Go to ftb.ca.gov and search for web pay.
Deceased taxpayer(s) – The legal representative (e.g., beneficiary,
• Pay by credit card: You can use your Discover, MasterCard, Visa, or
administrator, or executor) of the deceased taxpayer’s estate must sign form
American Express card to pay your tax. Call 800.272.9829 or go to
FTB 8453-OL before the return is transmitted.
. Use jurisdiction code 1555. Official Payments Corp.
If you are the surviving spouse/RDP and no administrator or executor has
charges a convenience fee for using this service. If you pay by credit card,
been appointed, you may still file a joint return for the year of death. Indicate
do not mail the voucher (form FTB 3582) to the FTB.
next to your signature that you are the surviving spouse/RDP. Also, print
• Pay by check or money order: You can pay by check or money order
“Deceased” and the date of death next to the name of the deceased taxpayer.
using the form FTB 3582, Payment Voucher for Individual e-filed Returns.
Mail form FTB 3582 with your check or money order to the FTB using the
If you file a return and claim a refund due to a deceased taxpayer, you are
address printed on the voucher.
certifying under penalty of perjury either that you are the legal representative
of the deceased taxpayer’s estate (in this case, you must attach certified copies
Make all checks or money orders payable in U.S. dollars and drawn against
of the letters of administration or letters testamentary to form FTB 8453-OL) or
a U.S. financial institution.
that you are entitled to the refund as the deceased’s surviving relative or sole
Mandatory e-pay – If you are required by Revenue and Taxation Code
beneficiary under the provisions of the California Probate Code. You must also
Section 19011.5 to make your payments electronically, you must make your
attach a copy of federal Form 1310, Statement of Person Claiming Refund Due
tax return payment electronically (e.g. EFW or Web Pay). Go to
a Deceased Taxpayer, or a copy of the death certificate to form FTB 8453-OL.
ftb.ca.gov and search for mandatory e-pay for more information.
Additional Information
Specific Instructions
TTY/TDD:
800.822.6268 for persons with hearing or speech impairments.
Date of Acceptance
Enter the date FTB accepts the return in the space at the top of form
FTB 8453-OL.
Part II – Settle Your Account Electronically
FTB 8453-OL Instructions 2011
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