California Income Taxes and State Tax Forms

efile California tax return
California
"The Golden State"

California State Income Tax Return forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can be e-Filed in conjunction with an IRS Income Tax Return until October 15, 2019. In January 2020, you can e-File Tax Year 2019.

eFile.com makes it easy for you to e-file your IRS and California State Tax Return (e.g resident, nonresident, or part-year resident returns). However, the IRS and the respective State Tax Agencies require you to e-file a Federal Income Tax Return at the same time you e-file a State Tax Return. This is not an eFile.com policy but an IRS and State Agency policy. Thus, technically you cannot e-File anywhere - not just eFile.com - a California Tax Return without also e-filing the associated IRS Tax Return. But there is good news, please read on.

Detailed instructions on how you can only prepare and mail in - not eFile - a California 2018 Tax Return - here via eFile.com. However, you must download/print and sign the forms and mail them to the Tax Agency.

Function
Description
Prepare only a CA State Return
with a State Only Code: FreeFed19
Where Is Your California Tax Refund Money
Step 1: Sign into your eFile.com account and check acceptance by the Tax Agency.
Step 2: Check your California Tax Refund Status.
Where is Your IRS Refund?
Step 1: Sign into your eFile.com account and check acceptance by the IRS.
Step 2: Check your IRS Tax Refund Status.
California Income Tax Extension
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.
How to Pay Income Taxes
California, IRS Late Filing, Tax Payment Penalties
1. Late Filing Penalty: Applies if no tax return is eFiled after the six month extension period: 5% per month from April 15 (original deadline) until the return is filed or the maximum penalty of 25% has accrued.
2. Late Payment Penalty: Applies if you filed your return by Oct. 15, but did not pay all of your taxes due by April 15: 5% per month and 0.5% of the unpaid tax for each month or part of the month it’s unpaid, not to exceed 40 months (monthly).
Contact the California Franchise Tax Board to apply for a Reasonable Cause - Claim for Refund so they may waive the penalty. If you have explored all your payment options (i.e. installment payment plan), filed all your required tax return, and agreed with the tax amount you owe, you can request and file an Offer in Compromise
3. IRS Penalties: Calculate and Estimate your potential IRS Income Tax Return Penalties.

 

Start Federal and California Tax Returns

2019 California Income Tax Filing Deadlines by Tax Year

The majority of deadlines listed here are for Tax Year 2018. Some apply to upcoming Tax Years and some are IRS or Federal deadlines.

Deadline
Type
Description
April 15, 2019
Tax Year 2018
Income Tax Return
Prepare and e-File an IRS (Due Date April 15, 2019) and California State Income Tax Return (Due Date April 15, 2019) until October 15, 2019. - eFileIT*
Expired:
April 15, 2019
2018 Income Tax Extension
October 15, 2019
Tax Year 2018
Income Tax Return after the automatic April 15, 2019 California Tax Extension
Last day to e-File a 2018 California State Income Tax Return for Tax Extension Filers and late eFilers. You can only e-File (to file by paper see below) California Income Tax Return together with an IRS Tax Return. eFileIT*
October 15, 2019 via mail-in Forms.
Forms incl. Mailing Address are listed below.
Tax Year 2018
Income Tax Return after the automatic April 15, 2019 California Tax Extension
Deadline for taxpayers who got an automatic CA Tax Extension to file their California Income Tax Return by mail-in Forms - the Forms incl. mailing addresses are listed below - is October 15, 2019. (Optionally, the eFileIT* deadline is Oct. 15, 2019). Instructions on how to only - without the IRS return - prepare and file a California State Income Tax Return on eFile.com.
Tax Amendment for all Tax Years
IRS Due Dates
IRS Tax Return, Extension, Amendment Deadlines
2019, 2020, etc.
Other State Tax Return, Extension, Amendment Deadlines
Select respective State Tax Return Deadlines.
2019, 2020, etc.
IRS Federal Income Tax Return, Amendment, Extension Deadlines
April 15, 2022
2018 California Income Tax Return Refund.
IRS Tax Return Refund Claim Deadline
The last day to file - you will not face late filing penalties - and claim your 2018 California Income Tax Return Refund. This deadline does not apply if you owe 2018 Income Taxes.

E-File These 2018 California State Tax Forms

Prepare and efile these state forms for 2018 in conjunction with your Federal and State Income Tax Return. As you proceed through the tax interview on eFile.com, the application will select the correct state forms for you. You can also select tax forms individually. All these forms will then be e-filed by you to the state tax agency. Instructions on how to only prepare a state income tax return.

Form/Schedule
Description
eFileIT Now*
Form 540
California Resident Income Tax Return
Form 540NR
California Nonresident Income Tax Return
Form 592-B
Resident and Nonresident Withholding Tax Statement
Form 593
Real Estate Withholding Tax Statement
Form 3606
Child and Dependent Care Expenses Credit
Form 3800
Tax Computation for Children with Investment Income 
Schedule CA
Income Adjustments
Schedule P 
Alternative Minimum Tax 
Schedule S
Other State Tax Credit
Worksheet
Sales and Use Tax Worksheet
Determines your paycheck CA Tax Withholding amount per employer.
Step 1: Complete and submit to your employer(s).
Step 2: Estimate, Calculate your IRS Tax Withholding now.
Not filed with the State. Submit to Employer only.
Payment Voucher for Individual e-filed Returns. Complete and submit to the CA Franchise Tax Board - address is on the form - with your payment.
Cannot be e-Filed. Mail-in Only. 

* Due to IRS and State Tax Agency tax data sharing and validation requirements, you can only e-file a State Income Tax Return while also e-filing a Federal Income Tax Return. This is not an eFile.com created policy, but all online tax web sites have to adhere to this IRS/state issued tax data sharing policy. You can however prepare all 44 State Income Tax Returns on eFile.com if you have already e-Filed or filed your IRS return. Instructions on how you can ONLY prepare and file State Income Tax Return(s). Only on eFile.com can you prepare, file or e-file unlimited State Tax Returns for one low price and not pay for each State return like you would do on H&R Block® vs. TurboTax®. Dare to Compare Now.

How To File a California Tax Extension

If you are certain that you cannot file your California return by the deadline, you do not need to file for an extension. You will automatically receive a 6-month extension of time to file your return (not to pay). The extended tax return due date is October 15, 2019. Please be aware that California will not accept the federal extension form as an extension for your California tax return. If you owe taxes and you submit your extension electronically, file Form FTB-3582 via mail with your payment. 

Instructions on how to eFile an IRS tax extension for free on eFile.com by April 15, 2019.

The extended IRS/California eFile deadline is Oct. 15, 2019 - eFileIT* now. If you plan to file or mail-in a California tax return on paper - the Forms and Mailing Address are below - your due date is Oct. 15, 2019.

2018 Tax Year California Income Tax Forms

California State Income Tax Forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can be e-Filed in conjunction with a IRS Income Tax Return until October 15, 2019. Details on how to only prepare and print a California 2018 Tax Return.  The CA Tax Forms and Mailing Address are below - click for the IRS Federal Income Tax Forms for Tax Year 2018.

Form/Schedule
Description
California Resident Income Tax Return
California Nonresident Income Tax Return
Resident and Nonresident Withholding Tax Statement
Real Estate Withholding Tax Statement
Child and Dependent Care Expenses Credit
Tax Computation for Children with Investment Income
Income Adjustments
Alternative Minimum Tax
Other State Tax Credit
Sales and Use Tax Worksheet
Payment Voucher for Individual e-filed Returns. Complete and submit to the CA Franchise Tax Board with your payment. 
Tax Amendment

2017 Tax Year California Tax Forms

California state income tax forms for Tax Year 2017 (Jan. 1 - Dec. 31, 2017) can no longer be prepared and e-filed. Complete the respective Form(s) below, sign, and mail them to the California Franchise Tax Board. In addition to filing California Forms, you might also have to file the 2017 IRS Tax Return Forms.

Form/Schedule
Description
California Resident Income Tax Return
California Nonresident Income Tax Return
Resident and Nonresident Withholding Tax Statement
Real Estate Withholding Tax Statement
Child and Dependent Care Expenses Credit
Tax Computation for Children with Investment Income
Income Adjustments
Alternative Minimum Tax
Other State Tax Credit
Sales and Use Tax Worksheet
Tax Amendment

California Tax Facts, Information

California Tax Information and Contacts

CA Tax Type
Description
California has a state sales tax rate of 6.50% and an additional local sales tax rate of 1%, for a total of 7.50% for most goods and services. Certain food items are nontaxable.
California Tax Fact
A "jock tax" is a special income tax levied on traveling athletes, entertainers, and other nonresident performers who worked in the state at some point during the year. There are now "jock taxes" in more than 40 states, but the very first state to levy such a tax was California. The tax was originally levied in 1991, just in time to tax Michael Jordan's income after the Chicago Bulls beat the LA Lakers in the NBA finals.
California Tax Payment Options
California State Tax Agency Contacts
For Mailing Addresses and other contact information contact the CA Franchise Tax Board

 

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