Filed taxes but realized forgot form 568

[Dvpdvp]

Hey I think I’m in the same situation as you. I paid the $800 online but my 568 form that I am mailing in says I need to pay $800. I wasn’t sure what line to put that I already paid $800 so that it will show I don’t owe $800. Did you figure it out?

[DavidD66]

I would just attach a statement saying that the $800 was paid electronically when the tax return was e-filed.

[rafang25]

Interesting. This is a first for me. I suppose if nobody else has any other ideas this would be the best approach and I'll deal with it when/if they reach out to me? At least I have a confirmation number of sorts from the FTB of my payment.

Thank you @DavidD66 

[DaveF1006]

You can send out the form to California or amend your tax return with the form included.  Either way, the amended return will need to be mailed. I would suggest amending so that the form will be included in your Turbo Tax return.  when you file next year, the form will be there if you need it.

[KathrynG3]

Form 3588 is a payment voucher form. General Information:
"Use form FTB 3588, Payment Voucher for LLC e‑filed Returns, to pay the
total amount due on Form 568, Limited Liability Company Return of Income,
except for any unpaid limited liability company (LLC) annual tax which must
be paid using form FTB 3522, LLC Tax Voucher. Only use form FTB 3588 if
the LLC meets all of the following:
• Files its tax return electronically.
• Has a balance due.
• Remits payment with a check or money order.
The LLC fee must be estimated and paid by the 15th day of the 6th month
following the beginning of the taxable year. LLCs should use form FTB 3536,
Estimated Fee for LLCs, to remit the estimated fee. A penalty in the amount
of 10% of the underpayment of the estimated fee will apply if the estimated
LLC fee is underpaid. Get form FTB 3536 for more information."

Form 3522 is also a payment voucher form. General Information:
"Use form FTB 3522, LLC Tax Voucher, to pay the annual limited liability company
(LLC) tax of $800 for taxable year 2019. An LLC should use this voucher if any of
the following apply:
• The LLC has articles of organization accepted by the California Secretary of
State (SOS).
• The LLC has a certificate of registration issued by the SOS.
• The LLC is doing business in California."

@rafang25 

[BentoBoxLover]

@rafang25 @Dvpdvp 

What did you two end up doing?

I'm in the exact same boat as you two.  Last year was my first year to have an LLC, I paid my fee online and assumed it was e-filed. When doing my taxes this year, I realize that form 568 had to be mailed. I don't remember seeing the message inside the app last year, but I probably glossed over it. 

I tried calling, but it's impossible to get through with the Covid situation.

I was thinking to fill out the "Business e-file waiver" on the FTB website and specify the 2018 tax year in the date range. Then just mail in the 2018 year '568' form with a copy of my e-payment printout receipt. 

I'd love to hear what you two did to sort this out.

[rafang25]

@BentoBoxLover  It was a while back, but I believe I printed out a Form 3588 Voucher and attached a note stating that I had paid the $800 electronically months prior and if there were any questions to please reach out to me. I got my return back stating, but for a different reason, but no mention about the Form 3588 so I'm assuming it went smoothly?

However, I still have not received my Federal return yet. It has been two months and its a bit concerning.

[fgrigory]

I filed e-file wavier, now how do I find and print filled out 568 Form from my already filled 2019 return? 

[JSJSJSTonight]

I just completed my 2020 taxes and it appeared that Turbo Tax Home and Business let me E file form 568 for my single member LLC.  Is this a function turbo tax added this year to do I still need to mail in a 568?

[WendyN2]

No, provided that you did in fact use the Business version of TurboTax, your e-filed 568 has been sent and received by the IRS (or will be received when you receive acknowledgement from the IRS of receipt and acceptance of your e-filed return).

[muba69]

Hi. I just filed my taxes using Turbotax. but when i am trying to print and mail my form 568 to state of California i noticed slide 4-6 are missing in form 568. Can i just mail it without slide /page/ 4-6?

[MaryM428]

CA form 568 can be prepared and filed online.  Do not send a paper copy.  Use the CA Franchise Tax site and go to the bottom of the page to create your form.

If your California LLC has “done business in California” for at least one day of the year, you’ll have to pay the California Franchise Tax.

[Us4B]

There are conflicting answers on this chat about TurboTax 2019 and TurboTax 2020 (Home & Business editions) regarding whether it will e-file Form 568 for a Single Member LLC. 

Turbo Tax 2018 flagged a warning about needing to print and file but these warning don't appear in Turbo Tax 2019 and 2020. 

Is there a definitive answer from TurboTax on this ?

[KathrynG3]

While Form 568 is available to print and submit, it is not supported to e-file in TurboTax Individual Income Tax filings. If your single member LLC is filed on Schedule C, then the business must be reported in TurboTax Individual Income Tax.

To request an e-file waiver, go to this link: CA E-file Waiver Request. Print and paper file Form 568 to:

FRANCHISE TAX BOARD 

PO BOX 942857 

SACRAMENTO CA 94257-0501

Regarding 2019, if it was not included in the downloaded PDF for 2019, it was not prepared or submitted. Submit 2019 and 2020.

To get your 2019 Form 1040 download, from the left menu, select Tax Home. Then, follow these steps:

• Scroll down to Your tax returns & documents and Show.
• Navigate to the option to download the PDF of your return.
  • The forms are named in the top left and lower right hand corners of each page.

2019 Instructions for Form 568, Limited Liability Company Return of Income

2020 Instructions for Form 568, Limited Liability Company Return of Income

For a list of state forms, see:

TurboTax state Individual forms availability 

TurboTax Business Forms Availability

Keep in mind, if your single member LLC made a subchapter S election and is being taxed as "an S-Corp," then the business taxes are reported using TurboTax Business for the informational return. Form 568 can be e-filed through TurboTax Business. Schedule K-1 from Form 1120-S is reported in your individual return for your business activity for taxes to be paid on your individual return.

For more information go to: California e-file for business.

[Edited 03/16/2021 | 4:39 PM PST]

@rafang25

@Us4B

[Us4B]

Thank you @KathrynG3

Whilst your response is very clear... unfortunately TurboTax is not.

The 2018 version very clearly explained that Form 568 needed to be mailed in for this situation, but both the 2019 and 2020 versions don't mention this at all.