How do I obtain a copy of a prior-year California tax return from the Franchise Tax Board?

You can obtain a copy of your prior-year California tax return either online through a MyFTB account or by mailing a request form to the Franchise Tax Board (FTB). The online method is the fastest way to get your documents. Here is how to get a copy of your return: Step 1: Check Your MyFTB Account Online The quickest method is to use the FTB's online portal. If you do not have an account, you can create one on the FTB website. Once logged in, you can view, print, or save copies of your California tax returns for the last five tax years for free. Step 2: Gather Your Personal Information If you cannot use the online portal, you will need to submit a form by mail. Before you begin, collect the following information: your full name, Social Security Number (or ITIN), the address you used on the tax return you are requesting, and the specific tax year(s) you need. Step 3: Complete and Submit Form FTB 3516 Download and fill out Form FTB 3516, "Request for Copy of Tax Return." You can find this form on the FTB website. Be sure to fill out all required fields accurately. You must sign and date the form. If you filed a joint return, both spouses must sign the request. Step 4: Mail the Form and Wait for Processing Mail the completed Form FTB 3516 to the address listed on the form itself. There is no fee to request a copy of your tax return. Processing by mail can take up to eight weeks, so plan accordingly. Important Details and Nuances: Tax return information is confidential under California law and can only be released to the taxpayer or an authorized representative. If you need someone else, like a tax professional, to request the return on your behalf, you must first file a Power of Attorney (Form FTB 3520) with the FTB. For many purposes, like applying for a loan, a free "tax return transcript" from the FTB may be sufficient and is often processed more quickly. Warnings and Limitations: The FTB only has copies of returns that were successfully filed and processed. Mail-in requests are subject to significant processing delays. Always use the MyFTB online portal first for the fastest service. This is general information and does not constitute legal advice. For complex situations, such as those involving disputes, estates, or third-party requests, you should consult with a qualified California attorney.