MonikaK1
Expert Alumni

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If you already have a California POA on file with the FTB, filing the return doesn't cause it to be revoked. You are acting as a fiduciary. 

 

The POA form FTB 3520 PIT also allows taxpayers to give their representative the authority to:

  • Add representative(s)
  • Sign your tax return(s) (only if incapacitated or continuous absence from the U.S.)
  • Receive, but not endorse, your refund check(s)
  • Waive the California statute of limitations
  • Execute settlement and closing agreements (only in extenuating circumstances)

Check your completed form to see what additional authorities were granted.

 

Generally, the California POA lasts 6 years. The FTB will also receive the Federal return when you e-file the California return with it.

 

Please see this FTB webpage for information about the California FTB  Individual or Fiduciary Power of Attorney Declaration (FTB 3520 PIT).

 

 

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