How to file a California Tax Amendment

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amend California taxes
California
"The Golden State"

If you need to change or amend an accepted California State Income Tax Return for the current or previous Tax Year you need to complete Form 540 (if you're a resident) or Form 540NR (long or short version and if you're a nonresident) and Schedule X (explanation of your amended return changes). Forms 540 and 540NR are Forms used for the Tax Return and Tax Amendment. You can prepare a 2019 California Tax Amendment Form (to be added) on eFile.com, however you cannot submit it electronically. In comparison, the IRS requires a different Form - Form 1040X - to amend an IRS return (do not use Form 1040 for an IRS Amendment).

The IRS might send you a notification to change an error on your Return, or you might have discovered an error. If you or the IRS amended or changed one of your IRS Tax Return(s), the IRS will report this to the California Tax Agency, thus you should file a California Tax Amendment within one year. 

Function
Description
Prepare only a CA State Return without an IRS return. Details
Step by step instructions on how to only Prepare and Download - not e-File - State Returns on eFile.com.
File a 2019 California Tax Amendment
You cannot eFile a CA Tax Amendment anywhere, except mail it in. However, you can prepare it here on eFile.com.
Option 1: Sign into your eFile.com account, modify your Return and download/print your updated CA Form 540/540NR under My Account. Then, download, complete Schedule X (amended return explaination). Attach Schedule X to your updated Form 540/540NR, sign the amended return and mail it to one of the addresses listed below.
Option 2: If you don't have an eFile.com account follow the step by step instruction on how to prepare a tax return/amendment.
Option 3: If you want to do the math on your own paper return then complete, sign CA Form 540 (To be added) or Form 540NR (long) (To be added)/540NR (short) (To be added) and Schedule X- Print, Mail the Form to CA Tax Department to:
Refund Amendment Return:
Franchise Tax Board
PO Box 942840
Sacramento CA 94240-0001
Tax Due Amendment Return
Franchise Tax Board
PO Box 942867
Sacramento CA 94267-0001
CA Tax Amendment Form CA 540 or 540NR
This Form can be used to file an: Income Tax Return, Tax Amendment, Change of Address. Complete a new Form CA 540 or 540NR and attach a completed Schedule X to the Form.
Step 1: Select the CA Form 540 or 540NR by Tax Year below
Step 2: Complete Schedule X
Step 3: Sign, Mail Form 540 or 540NR and Schedule X to one of the addresses listed above
Tax Year 2019 only: Prepare online on eFile.com until Oct. 15, 2020. When done Print, Sign and Mail in - not eFile - Your Tax Amendment, Address Change, etc.
After Oct. 15 Prepare, Print, Sign and Mail-In - see address above - your Tax Year 2019 - Form CA 540 (To be added) or Tax Year 2019 - Form CA 540NR (long) (To be added)/Form 540NR (short) (To be added). 
How to correct a rejected Tax Return
If your CA Tax Return was rejected by the CA Tax Agency - not eFile.com - instructions on how to correct a rejected California Tax Return.
Check Your CA Tax Amendment Status
1. Call the CA Franchise Tax Board at 800-852-5711.
2. Contact the CA Franchise Tax Board
California Refund Deadlines
A. Three years from the due date of the original tax year return, including valid filing extensions.
B. One year from the final determination of the amended federal return or federal change, whichever is later, provided that the allowable refund is not more than the decrease in California tax attributable to the federal change or correction.
C. Two years from the payment of an assessment, provided the amended return raises issues relating only to the prior assessment and the refund does not exceed the amount of tax paid on the prior assessment.
D. Two years from the filing of an amended California return resulting in the payment of additional tax, provided that the current amended return raises issues relating solely to the prior amended return and that the refund does not exceed the amount of the tax payment made as a result of the prior amended return.
Additional California Tax Income Taxes Deadlines
California Income Tax Penalties
Find out how California Late Filing and Late Payment Penalties are calculated.
For IRS Tax and Late Filing Penalties we have an easy to use tool: The PENALTYucator.
File an IRS Tax Amendment by Tax Year
Instructions on how to prepare an IRS Tax Amendment on eFile.com, however the IRS does not accept Tax Amendments electronically.