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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

0 Cheers
4 Comments 4
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 )"