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posted Mar 1, 2023 8:35:09 PM

Do I mail signed 2022 California Form 8453-OL within 1 day of acceptance of my e-file?

This was on the California E-file Instructions from Turbotax to sign and date.  There is no mention to mail it back.  However, the top of the form says "Do not send back to FTB"; This instruction messaging is very confusing, and I want to double check if I just hold onto the signed form in the event the state request for it?

There is no mention who or where to send it back anyway.  Why would one have to sign a hard copy after submitting an e-file?? If the state really wants to authenticate the submission, they should require, just like the Federal IRS, to establish a PIN.  This process is very confusing.  Can you comment on this.

Thank you.

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1 Replies
Expert Alumni
Mar 2, 2023 5:18:46 AM

No, you don’t have to send your California Form 8453-OL to the Franchise Tax Board. Keep it with your tax records.

 

Form 8453-OL shows you gave consent to electronically transmit your return.

 

California says:

 

After you e-file your return, you should retain the following documents for the California statute of limitations period:

 

  • Form FTB 8453-OL.
  • Original federal Form(s) W-2, Wage and Tax Statement; W-2G, Certain Gambling Winnings; and 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  • A paper copy of Form 540, California Resident Income Tax Return; Form 540 2EZ, California Resident Income Tax Return; or Form 540NR, California Nonresident or Part-Year Resident Income Tax Return.
  • A paper copy of your federal tax return.
  • A paper copy of your other state income tax return if you claimed the Other State Tax Credit. Refer to California Schedule S, Other State Tax Credit.

The general California statute of limitations is the later of four years from the due date of the return or four years from the date the return is filed.

 

See 8453-OL instructions.