topic Mandatory e-Pay for individuals in California in State tax filing

Mandatory e-Pay for individuals in California

baoziba — Wed, 05 Aug 2020 23:08:26 GMT

Hi:

Just got a letter from California Franchise Tax Board, saying that I need to pay all my future tax payments electronically on their website and I also found this online:

https://www.ftb.ca.gov/pay/mandatory-e-pay.html

Just for 2019, I already filed the return and made the payment for all the tax due electronically with TurboTax in July 2020, so my question is that, do I need to do anything regarding this "Mandatory e-pay"?

Thanks.

Baozi

Re: Mandatory e-Pay for individuals in California

baoziba — Wed, 05 Aug 2020 23:18:16 GMT

Just to be clear, I'm just wondering whether I need to do anything only for 2019 tax (for which the payment has already been made)?

I understand that, for future tax years, such as 2020 and 2021, I need to pay the tax due electronically.

Re: Mandatory e-Pay for individuals in California

Critter-3 — Thu, 06 Aug 2020 13:42:41 GMT

Going forward all future payments should be made online as requested ... nothing you can change on payments already made.

Re: Mandatory e-Pay for individuals in California

baoziba — Thu, 06 Aug 2020 13:51:04 GMT

Thank you! actually can I still make payments with TurboTax for the future, as what I have been doing - would that be counted as "paid online"? Thanks.

Re: Mandatory e-Pay for individuals in California

Critter-3 — Thu, 06 Aug 2020 15:39:17 GMT

Yes it is .... the notice you posted say so ...

Re: Mandatory e-Pay for individuals in California

Anonymous — Thu, 06 Aug 2020 16:07:15 GMT

did you read the WHOLE notice? e-payments are only required when that amount is

Electronic payments are required if you either:

Make an estimated tax or extension payment over $20,000
File an original return with a tax liability over $80,000

then you can also see if you can get a waiver

Waiver request
To submit a request:

Download the waiver request form
Complete, print, and send your request with the required documentation
Fax
(916) 843-0468
Mail
State of California
Franchise Tax Board
PO Box 942840
Sacramento CA 94240-0040

and what's a taxpayer suppose to do if no bank account or credit card.

Re: Mandatory e-Pay for individuals in California

LesHalles — Sat, 04 Jun 2022 16:18:15 GMT

Hi Baozi,

Did you end up figuring out what you are supposed to do? The responses to your post do not appear helpful, just snarky comments. I'm in the same boat as you, and similarly wonder if we can continue to use TurboTax and the only difference is at the submission step (electronic versus in hardcopy), or if the mandatory e-payment needs to be submitted earlier (e.g., quarterly, like for federal tax purposes). Any experience and insight you can share would be greatly appreciated.

By the way, don't know if you also went down this path, but the ftb.ca.gov website is a disaster. On the page to choose the payment type, there's simply no choice for mandatory e-payment.

Thanks in advance,

Re: Mandatory e-Pay for individuals in California

SweetieJean — Sat, 04 Jun 2022 16:49:46 GMT

The original post is 2 years old, so OP may not even see your follow up.

For those taxpayers that do not have a bank account or credit card, they can use cash to buy a prepaid (debit) card at a store; or apply for a waiver from the State. The FTB website has a link to Mandatory E-Pay.

Re: Mandatory e-Pay for individuals in California

Critter-3 — Sat, 04 Jun 2022 18:25:35 GMT

@LesHalles

https://www.ftb.ca.gov/pay/mandatory-e-pay.html

Re: Mandatory e-Pay for individuals in California

lestathc — Wed, 06 Mar 2024 05:58:31 GMT

@LesHalles

Hi, LesHalles

Did you figure it out? I have the same situation.

I think TurboTax says they will handle it at the payment step. So I guess I can just follow TurboTax instruction...

(though it showed up the mailing check as an option)

Re: Mandatory e-Pay for individuals in California

Vanessa A — Wed, 06 Mar 2024 13:57:13 GMT

The mandatory e-pay allows you to pay through TurboTax when you e-file or you can also pay directly to the state of California on their California E-Pay Website. If you visit that site, you can also click on the link to pay by phone with a credit card. There is also a way you can request a waiver from e-pay if you need to pay by check listed on that site.

Electronic payments are required if you either:

Make an estimated tax or extension payment over $20,000
File an original return with a tax liability over $80,000

If neither of the above apply to you, then you do not fall under the mandatory e-pay requirements.

@lestathc

Re: Mandatory e-Pay for individuals in California

pkollaik — Thu, 09 May 2024 22:19:41 GMT

So if I get a notice after filing my taxes, can I ignore it ? I have been filing taxes through TurboTax and I called your support team. But got no help. I was asked to reach out to FTB directly and resolve the matter. All I wanted to know was..

1 - I paid my taxes through TurboTax, does that stand good ? Coz, the money is gone from my account.

2 - Do I need to respond to FTB with a waiver or something ?

3 - What do I need to take care of in the future? Pay directly on FTB website vs TurboTax.

If anyone, or someone from the TurboTax expert can help, then it would be helpful for a lot of people here.

Thanks

Re: Mandatory e-Pay for individuals in California

JotikaT2 — Mon, 13 May 2024 19:42:25 GMT

If you received a notice from the Franchise Tax Board (FTB), you need to respond to it. The FTB has several types of notices/letters that they send out. Please see this link for more details.

As far as your payment, once your return is filed and accepted by the taxing agencies, TurboTax sends all payments due as requested and no longer has control of those payments. I'd recommend logging into your account on the FTB website here to access your account and ensure your payment was applied correctly.

The FTB does accept electronic payments when e-filing your return and this type of payment would satisfy the mandatory e-pay requirement for individuals.

Please comment with the type of notice/letter you received and we can tried to direct you accordingly.

@pkollaik