California Form 3581 - Tax Deposit Refund And Transfer Request
Download a blank fillable California Form 3581 - Tax Deposit Refund And Transfer Request in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete California Form 3581 - Tax Deposit Refund And Transfer Request with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1TAXABLE 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 ____ .
Name(s) as shown on tax return
Your SSN or ITIN
Spouse’s/RDP’s SSN or ITIN
Address (number and street, suite, room, PO Box, or PMB no.)
FEIN
City
State
Zip Code
CA corporation no.
Secretary of State (SOS) file number
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 taxable year, enter the amount and the taxable year it should be applied to.
Complete all applicable fields:
• Type of tax:
____ Personal income tax ____ Corporate tax ____LLC fee ____ LP, LLP, REMIC annual tax
• 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
Sign
Here
If joint return, spouse’s/RDP’s signature (It is unlawful to forge a spouse’s/RDP’s signature.)
Date
General Information
C How to Complete Form FTB 3581
To ensure timely response and proper application of your request, enter all the
A Purpose
applicable information requested on the form.
Use form FTB 3581, Tax Deposit Refund and Transfer Request, to:
Make sure to enter the:
•
Request the refund of all or part of a tax deposit,
•
Four-digit taxable year in the box at the top of the form, and complete the
•
Transfer all or part of a tax deposit, or
first line as applicable.
•
Convert a pending deficiency protest or appeal to a claim for refund.
•
Social Security Number(s) (SSN) or Individual Taxpayer Identification
Number(s) (ITIN).
In general, you can request the refund or the transfer of a tax deposit at any
•
California corporation number, California Secretary of State (SOS) file
time before the Franchise Tax Board (FTB) applies the deposit amount to
number, or Federal Employer Identification Number (FEIN).
satisfy a final tax liability.
•
Tax deposit payment, the amount to be refunded, and/or the amount to be
B Convert Pending Deficiency Action to a Claim
transferred to another taxable year.
for Refund
Registered Domestic Partners (RDP)
For purposes of California income tax, references to a spouse, husband, or wife
If you use this form to transfer a tax deposit amount to another taxable year,
also refers to a California RDP, unless otherwise specified. When we use the
or if you have a tax deposit amount on account, and you wish to convert any
initials RDP, they refer to both a California registered domestic “partner” and a
pending deficiency protest or appeal to a claim for refund before there is a final
California registered domestic “partnership,” as applicable. For more information
tax liability for that taxable year, you must provide a statement in writing asking
on RDPs, get FTB Pub. 737, Tax Information for Registered Domestic Partners.
the FTB to convert the administrative deficiency dispute to an administrative
Private Mail Box (PMB)
claim dispute. To satisfy the written statement requirement, you must file a
Include the PMB in the address field. Write “PMB” first, then the box number.
separate form FTB 3581 for that taxable year and check the option that states:
Example: 111 Main Street PMB 123.
“Convert deficiency administrative action to action on a refund claim.”
When the FTB receives form FTB 3581, the FTB will finalize the deficiency,
D Where to File
and apply the tax deposit amount toward your deficiency amount, including
interest and any amnesty penalty (if applicable). If the tax deposit amount is
Submit a separate form FTB 3581 for each taxable year.
not enough to pay the final deficiency amount, including penalties, fees, and
For individuals, mail this form to:
interest, the claim becomes an informal claim. You will receive a bill for the
FRANCHISE TAX BOARD
remaining amount due. The FTB cannot act on the claim until the tax liability
PO BOX 942840
for that taxable year is fully paid. The six-month “deemed denial” period does
SACRAMENTO CA 94240-0040
not start to run until the tax liability for that taxable year is fully paid, and the
informal claim is a perfected claim.
For corporations, LPs, LLPs, REMICs, or LLCs, mail this form to:
FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0540
FTB 3581
2011
C2
8071113
For Privacy Notice, get form FTB 1131.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial