Congressman Brad Sherman

Representing the 30th District of CALIFORNIA

Does the IRS Owe You Money?

  

Important 2017 Deadlines

Tuesday, April 18, 2017 

  • Deadline to file 2016 personal income tax returns with the IRS
  • Deadline to file 2016 personal income tax returns with the California Franchise Tax Board (FTB)

Extending the April 18th Deadline

If you need extra time to prepare your return, you can file a 6-month extension using IRS form 4868 and California FTB form 3519. Your new deadline to file personal income tax returns with the IRS and the California FTB will be Monday, October 16, 2017.


Does the Government Owe You Money?

Every year thousands of Californians do not receive their tax refund from the IRS or the California Franchise Tax Board due to a change of address or a change of name. In some cases, you may not know you are missing a return because you did not expect to receive one, but due to an accounting error discovered in your favor, you are owed one.  

IRS “Where’s My Refund?” Tool

Click here to access the IRS Where's My Refund? tool or call the IRS refund hotline:

1 (800) 829-1954

California Franchise Tax Board “Check My Refund” Tool

Click here to access the California Franchise Tax Board's "Check My Refund Tool" to find out the status of your State Tax Refund. You can also call:

1 (800) 852-5711

Forgot to File in a Previous Year?

If you never filed a federal or state tax return for a previous year, you may still be owed a refund. 

Federal Tax Return

If you are not sure whether you filed a tax return for a previous year, you can request a transcript from the IRS here.

For people who have not filed a federal tax return, the law allows a three-year window for claiming a return before that money becomes the property of the US Treasury.

You could be owed a refund. Call 1 (800) 829-3676 to get an estimate. Then file your tax return.

The deadline to file a tax return to receive a refund for the 2013 tax year is Tuesday, April 18, 2017.  To get help filing a 2013 federal tax return, call 1 (800) 829-3676. You can still file late returns for tax years 2014 and 2015.

State Tax Return

If you are not sure whether you filed a tax return for a previous year, you can check your filing history using the MyFTB tool or call 1 (800) 852-5711.

For Californians who have not filed a state tax return, the law allows a four-year window for claiming a return before that money become the property of the State Treasury.

The deadline to file a tax return to receive a refund for the 2012 tax year is Tuesday, April 18, 2017.


Installment Plans

If you're financially unable to pay your tax debt immediately, you can make monthly payments through an installment agreement.

IRS Installment Plans

You can apply for an online installment plan with the IRS here. If you are ineligible for an online agreement, you may still pay in installments by filling out Form 9465 and Form 433F. If you have any questions, call 1 (800) 829-1040.

California FTB Installment Plans

If you are unable to pay your full state tax liability to the California Franchise Tax Board, you can apply for a monthly installment agreement online, via phone, or by mail.

To find more information on eligibility requirements, and how to apply click here.


Claiming a Refund for a Deceased Relative

If a relative has recently passed away and was eliligible for a refund you may be able to claim the refund on their behalf.

Federal Form

To claim a federal income tax refund, for a deceased releative, use Form 1310, available here.

For more information on claiming refunds for a deceased relative's federal income tax returns, please click here.

California FTB Instructions

To claim an California income tax refund for a deceased releative, use the Federal Form 1310 from above.

For more information on claiming refunds for a deceased relative's California income tax returns, please click here.