The California 8454 form is an essential document used by individuals who choose not to e-file their tax returns. This form records the decision and the reason for opting out of electronic filing, as mandated by California law for certain tax preparers. It is important to keep this form for your records, as it serves as proof of your choice.
To fill out the California 8454 form, please click the button below.
The California 8454 form serves as an important tool for individuals who choose not to e-file their income tax returns. Under California law, certain tax returns must be filed electronically unless a taxpayer opts out or a tax preparer cannot e-file due to valid reasons. This form captures essential information about the taxpayer and the reasons for opting out of electronic filing. It includes sections for taxpayer details, such as names, Social Security Numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs), and contact information. For couples filing jointly, only one signature is necessary. Additionally, the form requires the tax preparer to provide their information, including a brief explanation if they are unable to e-file the return. Importantly, this form is not submitted to the Franchise Tax Board (FTB); instead, it should be retained for personal records. Understanding how to properly complete and maintain the California 8454 form can help taxpayers navigate their filing options more effectively.
DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR
CALIFORNIA FORM
e-file Opt-Out Record for Individuals
8454
General Information
California law requires individual income tax returns prepared by certain income tax preparers to be electronically filed (e-filed) unless the taxpayer elects not to e-file or the tax preparer cannot e-file the return due to reasonable cause. Use this form to record when and why the return was not e-filed.
Do not mail this form to FTB. Please keep it for your records.
For married/registered domestic partners (RDPs) filing jointly, only one spouse/RDP needs to sign.
Part I: Taxpayer Information
Your first name
Last name
Your SSN or ITIN
-
If filing jointly, spouse’s/RDP’s first name
Spouse’s/RDP’s SSN or ITIN
Address (include number and street, PO Box, or PMB no.)
Apt. no./Ste. no.
Telephone number
(
)
City
State
ZIP Code
I elect not to e-file my tax return.
Reason (optional):_______________________________________________________________________
Your signature
Date
Spouse’s/RDP’s signature (if filing jointly)
Part II: Tax Preparer Information
I am not e-filing this taxpayer’s return due to reasonable cause.
Explanation:____________________________________________________________________________
______________________________________________________________________________________
Paid preparer’s signature
Paid preparer’s name
SSN/PTIN
Firm’s name (if applicable)
FEIN
Firm’s address
For Privacy Notice, get form FTB 1131.
FTB 8454 C3 (2010)
Carry Conceal - The involvement of psychological testing introduces an additional layer of scrutiny in the CCW licensing process, aimed at ensuring public safety and responsible firearms handling.
Exemption From Withholding California - Crucial for ensuring accurate financial reporting and adherence to state tax obligations for international and interstate commerce.