Ion below to request a claim for refund based on reasonable cause. Refer to PAGE 3 for detailed instructions. Part 1 Taxpayer Information Taxpayer Name SSN, ITIN, or FEIN Spouse/RDP Name Spouse/RDP SSN or ITIN Additional Information (see instructions) PBA Code Street Address (number and street or PO Box) Apt./Ste. Number PMB/Private Mailbox City State Foreign Country Name Foreign Province/State/Country ZIP Code Foreign Postal Code Part 2 Tax Year A refund of penalties paid.

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How to fill out the CA FTB 2917 online

Filling out the CA FTB 2917 form online can be straightforward with the right guidance. This form allows users to request a claim for refund based on reasonable cause, and understanding each section will help ensure accurate and timely submission.

Follow the steps to fill out the CA FTB 2917 form effectively.

  1. Click ‘Get Form’ button to access the form and open it in the editor.
  2. In Part 1, enter your taxpayer information accurately, including names, Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), and address details as they appear on your tax return.
  3. Complete Part 2 by specifying the tax year for which you are claiming a refund. Note that a separate FTB 2917 must be filled out for each tax year.
  4. In Part 3, provide a thorough explanation of your reasonable cause for filing a late return or paying late. Include the specific refund amount you are requesting.
  5. If applicable, complete Part 4 by providing the necessary signatures for the taxpayer, spouse or registered domestic partner, and any authorized representative. Ensure the signatures are dated.
  6. Review all the information entered for accuracy. Once satisfied, you can save your changes, download the completed form, and choose to print or share as needed.

Complete your forms online with confidence and ensure timely submissions.

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Questions & Answers

Get answers to your most pressing questions about US Legal Forms API.

Contact support

How do I check my tax refund balance?

Use Where's My Refund, call us at 800-829-1954 (toll-free) and use the automated system, or speak with a representative by calling 800-829-1040 (see telephone assistance for hours of operation). If you filed a married filing jointly return, you can't initiate a trace using the automated systems.

NSDL Website Go to tin.tin.nsdl.com/oltas/refundstatuslogin.html. Enter your PAN details, assessment year, and captcha code. Click on submit to view your ITR refund status.

Single or married/RDP filing separately CA AGI reported on your 2020 tax returnPayment with dependentPayment without dependent$75,000 or less$700$350$75,001 to $125,000$500$250$125,001 to $250,000$400$200$250,001 or moreNot qualifiedNot qualified

To check the status of your California state refund online, go to https://webapp.ftb.ca.gov/refund/login. Then, click on “Check Your Refund”. You can check on refund status by phone: 1-800-338-0505 or +1 (916) 845-6500 (outside the U.S.) Weekdays, 7 a.m. to 5 p.m.

Account information Sign up for MyFTB to: View account balance. Make and verify payments. Check refund status.

The FTB defines “reasonable cause” to mean that the taxpayer exercised ordinary business care and prudence in meeting their tax obligations but failed to comply. A taxpayer may file for a pre-payment penalty waiver or a post-payment wavier, in the event the taxpayer has already paid the tax penalty in full.

The most widely available administrative waiver is first-time penalty abatement (FTA). FTA can be used to abate the failure to file, failure to pay, and failure to deposit penalties for one tax period when you have a clean compliance history for the past three years.

What you may receive CA AGI reported on your 2020 tax returnPayment with dependentPayment without dependent$75,000 or less$700$350$75,001 to $125,000$500$250$125,001 to $250,000$400$200$250,001 or moreNot qualifiedNot qualified

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