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California Winter Storms

monicac
Level 4

Does anybody know how to indicate on the tax return California Winter Storms on ProSeries Basis? 

FTB instructions says;

Taxpayers should write the name of the disaster (for example, California winter storms) in blue or black ink at the top of their tax return to alert FTB. If taxpayers are filing electronically, they should follow the software instructions to enter disaster information

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6 Comments 6
abctax55
Level 15

Hard to do with e-file.

The IRS (edit... and CA 😉 knows... by the zip code... supposedly....

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
Terry53029
Level 14
Level 14

This is from Intuit.

How will the IRS know my client was affected by a disaster?

The IRS looks at the address of record on the return to apply disaster relief automatically. If the address on the return isn’t in a disaster area, but the return qualifies for another reason (like books or records being located in a disaster area), clients should contact the IRS by phone.

TaxGuyBill
Level 15

@Terry53029 wrote:

This is from Intuit.

How will the IRS know my client was affected by a disaster?

The IRS looks at the address of record on the return to apply disaster relief automatically. If the address on the return isn’t in a disaster area, but the return qualifies for another reason (like books or records being located in a disaster area), clients should contact the IRS by phone.


 

That is what the IRS does, but the OP cited the California FTB saying the State return should have a note on the top of the return.

abctax55
Level 15

@TaxGuyBill 

LOL (forest/trees syndrome)  😉

But you'd think that given it's all but ONE county in CA now that is covered they'd know anyway.  Nope, it's CA.  Almost every correspondence from them has a message about 'save money/trees etc and E-FILE your return.  Almost every form/payment that has to filed in CA has to be done electronically or there's a penalty.   

Our government at work... 

 

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
HOPE2
Level 8

@monicac What did you do since I have a client from San Diego should e-file it.

 

June 17 extended filing deadline for San Diego County storm victims (05-20-24)

The FTB is informing taxpayers who qualify for the June 17, 2024, disaster-related filing and payment postponement for San Diego County (due to the storms and flooding in January 2024) that when they file their California tax return they must indicate that they qualify for relief by either:

  • Following the instructions in their tax software to enter disaster information; or
  • For those paper filing, by writing “San Diego flood disaster” in blue or black ink at the top of their tax return.
    (FTB Tax News Flash (May 17, 2024))

.Following the instructions in their tax software to enter disaster information: I can not understand what does mean?

 

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monicac
Level 4

I went into the "Info Wks" tab in State and half way down it says "Special Condition Text" Whatever you type in there will show on the top of the 540.

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