State of california franchise tax board - tax information center 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part 1 – Taxpayer Information. Fill in your name, SSN, and address accurately. Ensure all details match your previous tax filings.
3. Move to Part 2 – Tax Year. Specify the tax year for which you are claiming a refund and check the appropriate box for the form filed.
4. In Part 3 – Reasonable Cause Explanation and Refund Amount, provide a detailed explanation of your reasonable cause for late filing or payment. Clearly state the refund amount you are requesting.
5. Complete Part 4 – Signatures by printing your name, signing, and dating the form. If applicable, have your spouse/RDP or authorized representative sign as well.

Start using our platform today to streamline your document editing and submission process for free!