Stat and local Tax Refund Summary

Your refund is line 87 (Overpaid tax) on your 2021 Form 540. If you filed Form 540 NR, it’s line 101.

The Total of all your payments and withholding is line 78. If you filed Form 540 NR, it’s line 88.

TurboTax carries this info from your 2021 California return.

See How do I view, download, or print a prior-year return?

If you used an accountant or other tax software, contact them.

You can also get a copy of your return from the Franchise Tax Board.

Go to MyFTB for information on how to register for your account.

You may also request a copy of your tax return by submitting a Request for Copy of Tax Return (Form FTB 3516) or written request.

For written requests, provide all of the following:

• Your name (and spouse if joint return) or business name
• Current address
• Phone number
• Your identification number such as a:
  • Social security number
  • California corporation ID
  • Federal employer identification number
• Copies of personal income tax returns are available only for the last three and a half years.
• Copies of corporation, exempt organization, and limited liability company returns are only available for the last five years.
• Copies of partnership returns are available only for the last three and a half years from the original due date of the return.
• Address shown on last return filed
• Tax year(s) of returns requested
• Your signature, officer’s or authorized representative’s signature
• Business entities: include the title of the officer or trustee

Mail your form or written request to:

Data Storage Section
Franchise Tax Board
PO Box 1570
Rancho Cordova, CA 95741-1570

There is a $20.00 fee for each tax return year you request.

See How do I get a copy of my state tax return?