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Important information about the IRA deduction

The 2007 Schedule CA (540 and 540NR) instructions for line 32, IRA Deduction, contain an error. The amount listed as the California phase-out for AGI requirements for IRAs for married/RDP filing joint is shown as $75,000 – 85,000. The correct amount of the phase-out for married/RDP filing joint should be $80,000 – $100,000. The amounts are correct as listed for "Single or Head of Household," and "Individual not active, spouse participant."

We have made corrections to the instructions listed on FTB’s website. We have also alerted computer software companies to this correction, and they are correcting their programs if necessary.

Requesting filed returns? Take note of the new PO Box

If you need to request a copy of a client’s filed personal income tax (PIT) return, take note: our post office box number is changing.

We keep filed tax returns in our Data Storage facility, which formerly shared its PO Box with many other business areas within FTB. This often led to unwanted delays - but no more. New Data Storage PO Box 1570 means expedited service for tax return copy requests.

When requesting copies of filed PIT returns, or for general correspondence with Data Storage, the correct address is:

FRANCHISE TAX BOARD
PO BOX 1570
RANCHO CORDOVA CA 95741-1570

To request copies of filed PIT returns, either:

  • Send in form FTB 3516, which is available as a fillable form on our public Website (you can also receive it through the Forms Request System).

    Or

    Send a written request, which must include:
    • Taxpayer name.
    • Social Security Number (if requesting a joint return, the request must include the spouse’s/RDP’s information).
    • Current mailing address.
    • Tax years requested (include $20 fee for each year).
    • Daytime telephone number.
    • Copy of signed photo ID.
    • Signature (if joint return, either spouse/RDP may sign).

    Mail all requests to the new PO Box 1570.

To request copies of filed business entity (BE) returns, either:

  • Send in form FTB 3516, which is available as a fillable form on our public Website (you can also receive it through the Forms Request System).

    Or

    Send a written request, which must include:
    • Entity name.
    • Entity identification number.
    • Entity current mailing address.
    • California Secretary of State Number.
    • Federal Identification Number.
    • Taxable years requested (include $20 fee for each year).
    • Daytime telephone number.
    • Proper authorization as stated on FTB 3516.
    • Signature and title of officer or trustee.

    Mail all requests to the new PO Box 1570.