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Level 3
January 22, 2020

CA form 3520-PIT

  • January 22, 2020
  • 2 replies
  • 13 views

Where do I fax a CA POA form? With the FTB website still being updated, the links on the website are not working. I have a non-filer who needs to file 5 years of returns and the FTB told them that they can't create a MyFTB account yet- they need to paper file the 3520-PIT. Where do we send it? Thanks!

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    2 replies

    Just-Lisa-Now-
    Intuit Community Champion
    January 22, 2020
    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    George4Tacks
    Level 15
    January 22, 2020

    Here is the form https://www.ftb.ca.gov/forms/misc/3520pit.pdf

    Lacerte Screen 65.2 look to the left column for 3520-PIT

    Call the Tax Practitioner Hotline (916) 845-7057
    Open weekdays, 8 AM to 5 PM

    EDIT: Or see the wonderful post by @Just-Lisa-Now- 

     

    Answers are easy. Questions are hard!
    Level 3
    January 23, 2020

    Thanks! I called the practitioner hotline and learned I must either upload through my own MYFTB account or mail it. I was also able to get some information directly from the agent with some of the letters that I have, so I can get these old returns started.