mailed in California 2022 tax amendment requirement

Hello,

I have a couple of simple questions for the mail-in amendment.

Do I need a federal portion of the amendment for the CA amendment for mailed in?

Also, does the federal amendment need a CA state amendment portion if I mailed in?

In form 540 for CA tax, there are two addresses to mail to as stated in the instruction, one for a refund and the other for paying. Do I also need to follow it for amendment?

Thanks!

289

Level 3

Apr 11, 2023 3:14:58 AM

CA FTB likes to see a "complimentary copy" of the Federal filing which avoids them having to ask you for it later. IRS doesn't care about seeing your CA filing.

The amended CA return along with Schedule X should be mailed to

Franchise Tax Board
PO Box 942867
Sacramento, CA 94267-0001
according to https://www.ftb.ca.gov/forms/2021/2021-540-x-instructions.html

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mailed in California 2022 tax amendment requirement