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Level 2
posted Mar 30, 2023 4:37:23 AM

2022 California From 541 states filed electronically, but not true

I printed my 2022 CA Form 541 for mailing with a small balance due.  However the instructions state the following:

"Do not mail a paper copy of your tax return. Since you filed electronically, the Franchise Tax Board already has your return....Your return shows a balance due of $xx.xx. Mail your completed Form
FTB 3843 with included payment of $xx.xx made payable to State of California by April 18, 2023. "

 

I want to mail the Form 541 with a check. What happened?

Thank you.

0 4 534
4 Replies
Expert Alumni
Mar 30, 2023 5:46:30 AM

Based on the information you provided, it seems that your CA-541 has been e-filed and to avoid confusion, you are being directed to just print the payment voucher to mail the payment.

 

If you are concerned about interest once the return is processed then no worries.  April 18th is when the interest starts, in most cases.

Level 2
Mar 30, 2023 1:26:49 PM

I know it "seems" my CA - 541 has been e-filed. However, I never started the FILE section. I always file by paper if allowed. Also, I just clicked the FILE section and it states "No Return E-Filed" which is correct. I never clicked the Continue button. Once again, why does the Turbotax instructions state "Since you filed electronically, the Franchise Tax Board already has your return?" This is WRONG.

Expert Alumni
Mar 31, 2023 5:48:06 AM

If you printed the state return, TurboTax counts that as printed to mail return and that shows up as already been filed.

 

Let's try a workaround to see if we can get the state back for you to work on.  

 

Please follow the steps below.

 

  1. In TurboTax Online, sign into your account.
  2. Select Tax Home in the left menu.
  3. Scroll down to Your tax returns & documents.
  4. Select 2022
  5. Select Add a State (you're not actually adding a state, this opens the return back up)

I hope this helps.

Level 2
Apr 1, 2023 12:04:34 AM

I googled instructions for Form 541. The return is ready to file with payment.

 

My siblings and I receive a K-1 from the Form 541. I live in CA. My siblings lives in other states. The income from the trust is dividends, interest, and capital gains.  The assets are publicly traded stocks, bonds, and savings accounts. Are my out of state siblings required to file any CA tax forms? Thanks.