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California Free Printable FTB 3516 - Request for Copy of Personal Income or Fiduciary Tax Return for 2024 California Request for Copy of Tax Return

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Request for Copy of Tax Return
FTB 3516 - Request for Copy of Personal Income or Fiduciary Tax Return

State of California Franchise Tax Board Request for Copy of Personal Income or Fiduciary Tax Return Send a check or money order payable to the Franchise Tax Board for $20 for each tax year you request. Mail your payment and this completed FTB 3516 to: Data Storage Section, Franchise Tax Board, PO Box 1570, Rancho Cordova CA 95741-1570. If a paid preparer completed your tax return, they should be able to provide you a copy of the tax return for no charge. If the tax return was for a tax year in which you were a victim of a designated California state or federal disaster, there is no charge for a copy of your personal income tax return. For additional information, call 916.845.5375 (not toll free). See PAGE 2 of this form to request corporation (100, 100S, 100W, 100WE, or 199), partnership (565), or limited liability company (568) tax returns. 1. Name shown on tax return. If a joint tax return, enter the name shown first 1a. First social security number or FEIN/ITIN on tax return 2. If a joint tax return, enter spouse’s / registered domestic partner’s (RDP) name shown on tax return 2a. Second social security number or FEIN/ITIN on tax return 3. Current address (including apt, room, or suite no), city, state and ZIP Code 4. Mailing address (if different from line 3) 5. Address shown on the last tax return filed (if different from line 3) 6. If the tax return is to be mailed to a third party, enter the third party’s name, address and telephone number 7. Tax years requested 7a. Telephone number 8. Signature of taxpayer(s) or authorized representative – I declare that I am either the taxpayer whose name is shown on line 1 or 2 or a person authorized to obtain the tax return requested. If the request applies to a joint tax return, at least one spouse must sign. If signed by a partner, guardian, tax matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I provided the appropriate authorization to execute form FTB 3516 on behalf of the taxpayer. Signature : x__________________________________ Type or print name:______________________________ Date:___________ You must sign this request. Without proper authorization, we cannot provide you with the requested copies. We keep copies of personal income tax returns for three and a half years from the date the tax returns were filed. If you are not the taxpayer, you must provide appropriate authorization to receive copies of tax returns or claims. Appropriate authorization includes one of the following: • A letter signed by the taxpayer authorizing the Franchise Tax Board (FTB) to release the requested material to you. • A current FTB 3520, Power of Attorney Declaration. • An Internal Revenue Service Power of Attorney stating that it applies to FTB. • A copy of FTB 3516 signed by the taxpayer providing your authorization. • If the taxpayer is deceased, a certified copy of the letters of administration or testamentary dated within the past 12 months. If the letters are more than 12 months old, a clerk of the court must recertify them stating they are still in effect. If a bankruptcy is involved and you are not the taxpayer, you must also provide one of the following: • A court document appointing you as trustee. • A letter signed by the trustee authorizing you to receive this material and a copy of the court documents appointing the trustee. You should receive a response within 30 days. For privacy information, go to ftb.ca.gov and search for privacy notice. To request this notice by mail, call 800.338.0505 and enter form code 948 when instructed. FTB 3516 (REV 08-2015) C1 PAGE 1 State of California Franchise Tax Board Request for Copy of Corporation, Exempt Organization, Partnership, or Limited Liability Company Tax Return Send a check or money order payable to the Franchise Tax Board for $20 for each tax year you request. Mail your payment and this completed FTB 3516 to: Data Storage Section, Franchise Tax Board, PO Box 1570, Rancho Cordova CA 95741-1570. If a paid preparer completed your tax return, they should be able to provide you a copy of the tax return for no charge. If the tax return was for a tax year in which you were a victim of a designated California state or federal disaster, there is no charge for a copy of your personal income tax return. For additional information, call 916.845.5116 (not toll free). See PAGE 1 to request personal income (540, 540A, 540 2EZ, 540NR) or fiduciary (541) tax returns. Requester’s name Business/corporation’s name (as shown on tax return) Requester’s mailing address Business/corporation’s address (as shown on tax return) Tax return requested (check box below) n n 100 – Corporation Return n 100WE – Water’s Edge Corporation Return n n 100S – S Corporation Return n 199 – Exempt Organization Annual Information Return n n 565 – Partnership Return Tax years or fiscal year end date Corporation number Federal employer identification number 100W – California Franchise or Income Tax Water’s-Edge Corporation Return 109 – Exempt Organization Business Income Tax Return 568 – Limited Liability Company Return Signature and title of officer, trustee, or authorized representative California secretary of state number Type or print name Daytime telephone number Date We keep copies of corporation, exempt organization, and limited liability company tax returns for the past five years. We keep partnership tax returns for three and a half years from the original date the tax return was filed. A current authorized representative of the taxpayer must sign this request and provide the business title. Without proper authorization, we cannot provide the requested copies. Proper authorization includes: • Any person designated by action of its board of directors, or other similar governing body, upon submission of satisfactory evidence of such action. • Any officer or employee of the corporation with a written request signed by any principal officer under the corporate seal, if any. • A current FTB 3520, Power of Attorney Declaration. • A letter of testamentary that appoints you as executor. • A letter of administration that appoints you as administrator. • A letter of conservatorship that appoints you as conservator. • A court document that appoints you as trustee. If a suspended corporation is involved, any amounts owed must be paid before we can send you the requested information. To determine the amount owed, call one of the following numbers: 800.852.5711 (from within the United States), 916.845.6500 (from outside the United States), or 800.822.6268 (TTY/TDD) for persons with hearing or speech impairments. If a bankruptcy is involved and you are not the taxpayer, you must also provide one of the following: • A court document appointing you as trustee. • A letter signed by the trustee authorizing you to receive this material and a copy of the court documents appointing the trustee. You should receive a response within 30 days. FTB 3516 (REV 08-2015) C1 PAGE 2
Extracted from PDF file 2023-california-form-3516.pdf, last modified July 2018

More about the California Form 3516 Individual Income Tax TY 2023

Use this form to request a copy of your previously-filed California Personal Income or Fiduciary tax return for any tax year.

We last updated the Request for Copy of Tax Return in February 2024, so this is the latest version of Form 3516, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 3516 directly from TaxFormFinder. You can print other California tax forms here.

Other California Individual Income Tax Forms:

TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 540 California Resident Income Tax Return
Form 540 Booklet Personal Income Tax Booklet - Forms & Instructions
Form 540 Schedule CA California Adjustments - Residents
Form 540-ES Estimated Tax for Individuals
Form 540-540A Instructions California 540 Form Instruction Booklet

Download all CA tax forms View all 175 California Income Tax Forms


Form Sources:

California usually releases forms for the current tax year between January and April. We last updated California Form 3516 from the Franchise Tax Board in February 2024.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of California Form 3516

We have a total of four past-year versions of Form 3516 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form 3516

FTB 3516 - Request for Copy of Personal Income or Fiduciary Tax Return

2022 Form 3516

FTB 3516 - Request for Copy of Personal Income or Fiduciary Tax Return

2021 Form 3516

FTB 3516 - Request for Copy of Personal Income or Fiduciary Tax Return

2020 Form 3516

FTB 3516 - Request for Copy of Personal Income or Fiduciary Tax Return


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While we do our best to keep our list of California Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

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