Form Ftb 3516 - Request For Copy Of Personal Income Tax Or Fiduciary Return

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STATE OF CALIFORNIA
REQUEST FOR COPY OF PERSONAL INCOME TAX OR
DATA STORAGE
FIDUCIARY RETURN
FRANCHISE TAX BOARD
PO BOX 1570
RANCHO CORDOVA CA 95741-1570
Please see other side of this form to request Corporation (100, 100S, 100W, 100WE, or 199), Partnership (565), or Limited
Liability Company (568) Returns.
Requester’s Name
Taxpayer’s Name (as shown on return)
Requester’s Mailing Address
Taxpayer’s Address (as shown on return)
Taxpayer’s Telephone Number
Requester's Telephone Number
Social Security Number or FEIN
Tax Years Requested
Spouse/Registered Domestic Partner (RDP) Social Security
Number (if joint return filed)
Signature of Taxpayer or Authorized Representative
Type or Print Name
Date
Signature of Spouse/RDP (if joint return filed)
Type or Print Name
Date
If a paid preparer completed your tax returns, get a copy from the preparer to save you both time and money. Attach a copy of the
taxpayer’s signed photo ID with this request for signature identification purposes (e.g., a California driver’s license or a
California identification card).
Copies of your personal income tax returns are only available for the last three and a half years from the date the returns were
filed. There is a $20.00 charge for each tax year requested.
You must sign this request. Without proper authorization, we cannot provide you with the requested copies. If you are not the taxpayer,
you must provide appropriate authorization to receive copies of tax returns or claims. Appropriate authorization includes one of the
following:
• A letter signed by the taxpayer authorizing the Franchise Tax Board (FTB) to release the requested material to you and a
photocopy of the taxpayer’s ID.
• A current Power of Attorney (FTB 3520).
• An Internal Revenue Service Power of Attorney stating that it applies to FTB.
• A copy of FTB 3516 signed by the taxpayer and a photocopy of the taxpayer’s ID.
• A certified copy of the letters of administration or testamentary dated within the past 12 months, if the taxpayer is deceased. If
the letters are more than 12 months old, a clerk of the court must recertify them stating they are still in effect.
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.
Send a check or money order payable to the Franchise Tax Board for $20.00 to the address above for each tax year you
request. 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 916.845.5375 (not toll free).
FTB 3516
(REV 02-2009) SIDE 1 – PIT
C1

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