Edit, Download, and Sign the Mandatory e-Pay Waiver Request for California Franchise Tax Board

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How do I fill this out?

To fill out this form, first ensure you meet one of the waiver request exceptions mentioned in the form. Then, complete all the necessary personal information fields and select the applicable waiver reason. Finally, sign the form and include any required documentation before mailing it to the specified address.

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How to fill out the Mandatory e-Pay Waiver Request for California Franchise Tax Board?

  1. 1

    Ensure you meet one of the waiver request exceptions.

  2. 2

    Fill out the personal information fields including SSN or ITIN.

  3. 3

    Select the applicable waiver reason and provide an explanation if needed.

  4. 4

    Sign the form and ensure your spouse or RDP signs if filing jointly.

  5. 5

    Include any required documents and mail the form to the provided address.

Who needs the Mandatory e-Pay Waiver Request for California Franchise Tax Board?

  1. 1

    Taxpayers who have not made an estimated tax or extension payment over $20,000 in the previous tax year and their tax liability did not exceed $80,000.

  2. 2

    Taxpayers whose previous tax payments or liability are not representative of their future obligations.

  3. 3

    Individuals requesting a waiver due to a permanent physical or mental impairment.

  4. 4

    People filing jointly with a spouse or registered domestic partner.

  5. 5

    Individuals needing to submit a Physician Affidavit of Permanent Physical or Mental Impairment.

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You can easily edit this PDF on PrintFriendly using our user-friendly PDF editor. Fill in the necessary information, select the applicable options, and ensure all fields are accurately completed. Make any modifications as needed before finalizing your form.

  1. 1

    Upload your PDF form to PrintFriendly.

  2. 2

    Use the PDF editor to fill in and modify your information.

  3. 3

    Select the appropriate waiver reason and options.

  4. 4

    Ensure all personal and required fields are completed accurately.

  5. 5

    Save your changes and ensure the form is ready for submission.

What are the instructions for submitting this form?

Mail your completed, signed, and dated waiver request to: STATE OF CALIFORNIA, FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0040. If requesting a permanent waiver, include your completed Physician Affidavit of Permanent Physical or Mental Impairment form and any extra sheets of paper with explanation if necessary. Ensure to follow all instructions carefully and verify that all sections are filled out correctly before submission.

What are the important dates for this form in 2024 and 2025?

Important dates for 2024 and 2025 to keep in mind: Ensure to review any changes in tax laws and submission deadlines specific to the Franchise Tax Board each year.

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What is the purpose of this form?

The purpose of this form is to provide taxpayers the ability to request a waiver from mandatory electronic payments to the California Franchise Tax Board. Taxpayers who meet specific criteria such as having not made substantial estimated payments or who have permanent impairments can apply. This form ensures that individuals with valid reasons can seek waivers and avoid penalties associated with non-electronic payments.

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Tell me about this form and its components and fields line-by-line.

This form includes various fields that must be completed accurately.
fields
  • 1. Taxpayer's Name: Full name of the taxpayer requesting the waiver.
  • 2. SSN or ITIN: Taxpayer's Social Security Number or Individual Tax Identification Number.
  • 3. Address: The address of the taxpayer including street, city, state, and ZIP code.
  • 4. Waiver Reason: Select the reason for requesting a waiver and provide explanations if necessary.
  • 5. Signature: Signatures of the taxpayer and spouse/registered domestic partner if applicable.

What happens if I fail to submit this form?

Failure to submit this form may result in penalties.

  • Penalties: A penalty of one percent of the amount paid may be assessed.
  • Waiver Denial: Failing to submit the form or required documents can lead to waiver request denial.

How do I know when to use this form?

Use this form when you need to request a mandatory e-pay waiver.
fields
  • 1. Estimated Payment: When your estimated tax or extension payment is below $20,000.
  • 2. Tax Liability: If your previous tax liability was below $80,000.
  • 3. Future Payments: When your previous payments are not representative of future obligations.
  • 4. Physical or Mental Impairment: When you have a permanent physical or mental impairment that prevents computer use.
  • 5. Joint Returns: When filing jointly, ensure both partners' information and signatures are included.

Frequently Asked Questions

How do I fill out this waiver request form?

Ensure you meet one of the waiver request exceptions, complete all personal and waiver reason fields, sign the form, and include any required documents before mailing it.

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Yes, you can share the form via email directly from the PrintFriendly platform.

What information do I need to provide on this form?

You need to provide personal information, select the applicable waiver reason, and include the necessary documentation.

Who needs to sign the waiver request form?

Both the taxpayer and their spouse/RDP must sign if filing jointly, or the taxpayer's power of attorney.

What should I do if I have a permanent physical or mental impairment?

Complete the Physician Affidavit of Permanent Physical or Mental Impairment and include it with your waiver request form.

Where do I mail the completed waiver request form?

Mail your completed form to: STATE OF CALIFORNIA, FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0040.

What happens if I don't submit the required documentation?

Failure to include necessary documentation may result in the denial of your waiver request.

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