Is the tax deadline now October 15 & does that mean we can ignore April 18?

[revs-lloyd]

For 2023 in CA can I ignore April 18 now and wait for October 15?

[MarilynG1]

Yes, California is extending the tax filing deadline for Californians impacted by December and January winter storms to October 16, 2023 – aligning with the IRS.

Here's more info on CA State Tax Filing. 

[JustKreate]

@MarilynG1 Are both the filing AND payment (I'm assuming I'll pay based on a guess from last year) deadline for Californians extended to October 16th for Federal and State taxes? 

Is this something I would need to apply for?  I live in one of the counties listed, but I personally was not affected.

ie, I don't have to even think about taxes until October?

[TomK2023]

Following the disaster declaration issued by the Federal Emergency Management Agency, individuals and households affected by severe winter storms, flooding, and mudslides that reside or have a business in Alameda, Colusa, Contra Costa, El Dorado, Fresno, Glenn, Humboldt, Kings, Lake, Los Angeles, Madera, Marin, Mariposa, Mendocino, Merced, Mono, Monterey, Napa, Orange, Placer, Riverside, Sacramento, San Benito, San Bernardino, San Diego, San Francisco, San Joaquin, San Luis Obispo, San Mateo, Santa Barbara, Santa Clara, Santa Cruz, Solano, Sonoma, Stanislaus, Sutter, Tehama, Tulare, Ventura, Yolo, and Yuba counties qualify for tax relief.

The declaration permits the IRS to postpone certain tax-filing and tax-payment deadlines for taxpayers who reside or have a business in the disaster area.

As a result, affected individuals and businesses will have until Oct. 16 to file returns and pay any taxes that were originally due during this period. This includes 2022 individual income tax returns due on April 18, as well as various 2022 business returns normally due on March 15 and April 18. Among other things, this means that eligible taxpayers will have until Oct. 16 to make 2022 contributions to their IRAs and health savings accounts.

The IRS automatically identifies taxpayers located in the covered disaster area and applies filing and payment relief. But affected taxpayers who reside or have a business located outside the covered disaster area should call the IRS disaster hotline at 866-562-5227 to request this tax relief.

IRS announces tax relief for victims of severe winter storms, flooding, and mudslides in California

[thophuong1209]

I live in 92708 (Orange County).  - Foutain Valley CA 92708. Am I qualified for the Oct. 16th extension automatically?

[MayaD]

Yes. Orange county is included among the disaster areas listed by the IRS. 

IRS.gov

[wilsoneee]

Thank you. I actually have a similar question: I live in Santa Clara county, which is one of the impacted area. I did some initial filing and I do owe taxes, so would it mean that:

1) I can wait until 10/15/2023 to file and pay for both federal and California taxes?

2) I can still use TurboTax to do them electronically and I won't be warned by TurboTax and won't need to pay any late penalties? I'm asking this because I see that TurboTax is still reminding me that the deadline is 04/18/2023.

Thanks! 

[CatinaT1]

Your assumptions are correct. You have the extended date to file and pay both federal and California taxes. However, you don't have to wait to file if you have your return completed. Even if you file before the deadline, your payment due date remains extended.

It takes some time to change the programming in TurboTax. This is something that is currently in progress, but you will still see the original deadline instead of the updated deadline until the programming is complete. You are aware of the change, though, so you can ignore the date that is listed.

[wilsoneee]

Great thanks!

[OliveMom56]

But "continue" doesn't work if you put in a date later than April 18.  So, we have no choice but to submit now, and pay by April 18th, if, for example, we want to get a large state refund.

[MichelleLO]

Can you please provide additional details, where are you in the program that the continue button doesn't work?

@OliveMom56 

[snowhappy9]

When I press continue it just stuck at this step and does not proceed. Is there anyway we can get around this?

[CarissaM]

Turbo Tax is working to update the deadline that is shown. If you do not want to pay by 4/18/2023 and also do not want for things to update, you can set up your direct payment on your states tax website. @snowhappy9 

[fanfare]

if you intend to pay later and TurboTax is impeding you,

you have to select "I'll mail a check".

do not enter bank info or IRS will take you money now.

you can pay by check, or use the IRS direct pay "make a payment" page when you're ready to pay.

[scot184]

Hi Catina,

Just to be 100% clear, CA residents in affected counties can file on time by April 18th, but delay both their federal and state tax return payments for 2022 until October 16th, 2023?

Is the same true for 2022 contributions to IRAs? 

For example, I can file my return on time before April 18th, 2023, but delay BOTH my fed/CA tax return payments and my IRA contribution until October 2023?

Thank you!