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FTB 1564, Financially Disabled Suspension of the Statute of Limitations Instructions and FormSuspension Period CalculationThe statute of limitations limits your time to file a claim for refund (California.

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How to fill out the CA FTB 1564 C1 online

Completing the CA FTB 1564 C1 form is essential for individuals seeking to claim a suspension of the statute of limitations due to financial disability. This guide provides clear, step-by-step instructions on how to fill out this important document online.

Follow the steps to accurately complete your form online.

  1. Press the ‘Get Form’ button to access the CA FTB 1564 C1 online form.
  2. Begin filling out the required personal information, including your full name, address, and social security number. If you are married and filing jointly, be sure to include the details of the other spouse as necessary.
  3. In Part I, specify each tax year for which you are requesting the suspension of the statute of limitations, and include the time periods during which you believe you were financially disabled.
  4. Proceed to Part II and detail whether any person, including your spouse or registered domestic partner, was authorized to act on your behalf during your financial impairment.
  5. In Part III, indicate whether you submitted a similar request to the IRS. Provide necessary attachments and information regarding your IRS request status.
  6. Complete the signature authorization section to affirm the accuracy of the information provided, ensuring all required attestations are made.
  7. If your physician is required to complete the affidavit, ensure that you provide the relevant information to them so they can sign and return it to you.
  8. Once all sections are filled out, review the entire form for accuracy. Save changes, and you may choose to download, print, or share the completed form as necessary.

Complete your CA FTB 1564 C1 form online today for a smoother filing experience.

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