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Outline

The California 3533 form serves a vital function for individuals needing to update their mailing address with the state tax authorities. This form is specifically designed for those who have filed individual income tax returns, such as Forms 540, 540 2EZ, or 540NR. It is important to note that the 3533 form should not be attached to your tax return. When completing this form, individuals must provide personal information, including their names, Social Security Numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs), and prior addresses. If a joint tax return was previously filed, a box must be checked to indicate the establishment of a separate residence. The form also requires details about the new mailing address, ensuring that future correspondence from the tax authority reaches the correct location. Additionally, individuals are encouraged to review privacy rights and the potential consequences of not providing the requested information, which can be found on the California Franchise Tax Board's website. This process, while straightforward, is crucial for maintaining accurate records and ensuring compliance with state tax regulations.

Sample - California 3533 Form

7331223
FTB 3533 2022
Change of Address for Individuals
CALIFORNIA FORM
3533
Complete This Form to Change Your Mailing Address
Complete this form if you filed any of the following individual income tax returns (Forms 540, 540 2EZ, or 540NR).
▶
If your last tax return was a joint return and you are now establishing a separate residence, check the box ...................................▶
□
Do not attach this form to your tax return.
Prior name (see instructions) Prior name (see instructions)
Your name Spouse’s/RDP’s name
Old additional information (see instructions)
Old street address (number and street) or PO box. If a PO box, see instructions. Apt. no./Ste. no. PMB/private mailbox
City (If you have a foreign address, see instructions.)
State ZIP code
Foreign country name
Foreign province/state/county Foreign postal code
Spouse’s/RDP’s old additional information (see instructions)
Spouse’s/RDP’s old street address (number and street) or PO box. If a PO box, see instructions. Apt. no./Ste. no. PMB/private mailbox
City (If you have a foreign address, see instructions.)
State ZIP code
Foreign country name Foreign province/state/county Foreign postal code
New additional information (see instructions)
New street address (number and street) or PO box. If a PO box, see instructions.
Apt. no./Ste. no. PMB/private mailbox
Your first name Initial Last name
Suffix
Your SSN or ITIN
Spouse’s/RDP’s first name Initial Last name Suffix
Spouse’s/RDP’s SSN or ITIN
City (If you have a foreign address, see instructions.)
State
ZIP code
Foreign country name
Foreign province/state/county
Foreign postal code
Our privacy notice can be found in annual tax booklets or online. Go to ftb.ca.gov/privacy to learn about our privacy policy statement, or go to ftb.ca.gov/forms and search for
1131 to locate FTB 1131 EN-SP, Franchise Tax Board Privacy Notice on Collection. To request this notice by mail, call 800.338.0505 and enter form code 948 when instructed.
Sign
Here
Your signature
If joint tax return, spouse’s/RDP’s signature
Date (mm/dd/yyyy)
Telephone
X
X
Click for PDF

Form Information

Fact Name Description
Form Purpose The California 3533 form is used to change the mailing address for individuals who have filed specific income tax returns.
Applicable Tax Returns This form is relevant for individuals who have filed Forms 540, 540 2EZ, or 540NR.
Joint Returns If you previously filed a joint return and are now establishing a separate residence, you must indicate this on the form.
Privacy Rights Information about privacy rights and the use of personal information can be found at ftb.ca.gov/forms, specifically by searching for form 1131.
Signature Requirement Both individuals must sign the form if it pertains to a joint tax return.
Do Not Attach This form should not be attached to your tax return when submitting it.
Contact Information For questions or to request a notice by mail, you can call the California Franchise Tax Board at 800.852.5711.
Governing Law The California 3533 form is governed by the California Revenue and Taxation Code.

Detailed Guide for Filling Out California 3533

Completing the California 3533 form is essential for updating your mailing address with the state tax agency. This process is straightforward, and following the steps carefully will ensure that your information is accurately recorded. Below are the steps to fill out the form effectively.

  1. Obtain the Form: Download the California 3533 form from the official website or request a hard copy from the tax office.
  2. Personal Information: Start by filling in your first name, middle initial, last name, and any suffix if applicable. Include your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
  3. Spouse/RDP Information: If applicable, enter your spouse's or registered domestic partner's (RDP) first name, middle initial, last name, suffix, and their SSN or ITIN.
  4. Prior Names: If you have had any prior names, list them as instructed on the form.
  5. Old Address: Provide your old mailing address, including the street number, street name, apartment or suite number, city, state, ZIP code, and any additional information required.
  6. Spouse/RDP's Old Address: If applicable, fill in your spouse's or RDP's old address using the same format as above.
  7. New Address: Enter your new mailing address, ensuring to include all necessary details, similar to the old address section.
  8. Spouse/RDP's New Address: If relevant, fill in the new address for your spouse or RDP as per the previous instructions.
  9. Signature: Sign and date the form in the designated area. If you are filing jointly, your spouse or RDP must also sign.
  10. Contact Information: Provide a telephone number where you can be reached if the tax agency needs to follow up.

Once you have completed the form, make sure to review all entries for accuracy. After confirming that everything is correct, submit the form according to the instructions provided. Your updated address will help ensure that you receive important tax information and correspondence in a timely manner.

Obtain Answers on California 3533

  1. What is the California 3533 form?

    The California 3533 form is used to change your mailing address with the California Franchise Tax Board (FTB). It is specifically for individuals who have filed certain income tax returns, including Forms 540, 540 2EZ, or 540NR.

  2. Who should complete this form?

    You should complete the California 3533 form if you have filed any of the specified tax returns and need to update your mailing address. This includes individuals who have recently moved or those who have filed a joint return and are now establishing separate residences.

  3. Do I need to attach this form to my tax return?

    No, do not attach the California 3533 form to your tax return. It is a standalone form meant solely for updating your address with the FTB.

  4. What information do I need to provide on the form?

    You will need to provide your name, Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), and your old and new addresses. If applicable, you will also need to include your spouse's or Registered Domestic Partner's (RDP's) information.

  5. What if I have a foreign address?

    If you have a foreign address, specific instructions are provided on the form. Be sure to follow those instructions to ensure your address is updated correctly.

  6. How do I submit the California 3533 form?

    You can submit the form by mailing it to the address specified by the FTB. Make sure to keep a copy for your records. Check the FTB website for the most current mailing address.

  7. What are the consequences of not providing this information?

    Failing to update your mailing address may result in important tax documents being sent to your old address. This could lead to missed communications from the FTB, which may affect your tax situation.

  8. Where can I find more information about privacy rights?

    For details about your privacy rights and how the FTB uses your information, visit ftb.ca.gov/forms and search for document 1131. You can also request this notice by calling 800.852.5711.

Common mistakes

When filling out the California 3533 form, individuals often make several common mistakes that can lead to delays or complications. One frequent error is failing to check the box indicating a change in marital status. If you filed a joint return previously and are now filing separately, it is crucial to mark this box. Not doing so can cause confusion regarding your address change.

Another mistake is not providing complete names. Ensure that you include your full name, including any suffixes. Omitting initials or suffixes can result in mismatches with tax records. Similarly, many people forget to include the prior names section if applicable. This information helps the tax agency correctly identify your records.

Incorrectly filling out the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) is also a common issue. Double-check that these numbers are accurate for both you and your spouse or Registered Domestic Partner (RDP). Any errors can lead to processing delays.

Many individuals overlook the need to provide a complete old address. It is essential to include the full street address, including apartment numbers or suite numbers. If you have a PO box, follow the specific instructions provided. Failing to do so can result in the form being returned.

When entering the new address, individuals sometimes forget to provide all required details. This includes the new street address, city, state, and ZIP code. If you are moving from or to a foreign address, make sure to follow the additional instructions carefully.

Another common mistake involves the signature section. Ensure that both you and your spouse or RDP sign the form if applicable. An unsigned form will not be processed. Remember to include the date next to your signature as well.

People often neglect to review the instructions that accompany the form. Each section has specific requirements and guidelines. Failing to read these can lead to incomplete or incorrect submissions.

Lastly, some individuals do not keep a copy of the completed form for their records. Always retain a copy for your personal files. This can be helpful if you need to reference it in the future or if any issues arise regarding your address change.

Documents used along the form

When changing your mailing address in California, the California 3533 form is an essential document. However, it is often accompanied by other forms that help streamline the process and ensure all necessary information is updated. Below are a few documents commonly used alongside the California 3533 form.

  • California Form 540: This is the standard individual income tax return form for California residents. If you are filing your taxes, you will need this form to report your income and calculate your tax liability. Updating your address on this form ensures that the Franchise Tax Board can send you any tax-related correspondence to your new location.
  • California Form 540NR: This form is specifically for non-residents or part-year residents who earn income in California. If you have moved out of California but still need to file taxes for income earned in the state, this form is necessary. Changing your address here is crucial for proper communication regarding your tax obligations.
  • California Form 3500: This form is used for individual income tax return extensions. If you need more time to file your taxes, submitting this form allows you to extend your deadline. Make sure your address is updated to receive any notifications or confirmations regarding your extension.
  • IRS Form 8822: This is the federal form used to notify the IRS of a change of address. If you have moved, it is important to update your address with the IRS to ensure you receive any federal tax documents and correspondence at your new address.

Using these forms in conjunction with the California 3533 will help ensure that your address change is effectively communicated to both state and federal tax authorities. Keeping your information up to date is vital for avoiding missed communications and ensuring compliance with tax regulations.

Similar forms

  • California Form 540: This is the primary individual income tax return form for residents. Like the 3533 form, it requires personal information and is essential for filing taxes in California.
  • California Form 540 2EZ: This simplified version of Form 540 is for eligible individuals with straightforward tax situations. It also requires personal details and is used for tax filings.
  • California Form 540NR: This form is for non-residents or part-year residents filing taxes in California. Similar to the 3533, it collects personal information and addresses for tax purposes.
  • IRS Form 8822: This is the federal change of address form. Like the 3533, it is used to update mailing addresses with the tax authority, ensuring that all correspondence goes to the correct location.
  • IRS Form 1040: This is the main federal income tax return form. It requires personal information similar to the 3533 and is used to report income and calculate taxes owed.
  • California Form 3519: This form is used for making estimated tax payments. It shares similarities with the 3533 in terms of collecting personal information for tax-related purposes.
  • California Form 8879: This is the e-file signature authorization form. Like the 3533, it requires signatures and personal information, ensuring that the tax return is filed accurately and securely.

Dos and Don'ts

When filling out the California 3533 form, it is important to follow specific guidelines to ensure accuracy and compliance. Below is a list of things you should and shouldn't do.

  • Do complete the form if you have filed Forms 540, 540 2EZ, or 540NR.
  • Do provide your current mailing address accurately.
  • Do check the box if you are establishing a separate residence after filing a joint return.
  • Do sign and date the form before submission.
  • Don't attach this form to your tax return.
  • Don't forget to include your spouse’s or RDP’s information if applicable.
  • Don't leave any required fields blank; ensure all necessary information is filled out.

Following these guidelines will help facilitate a smooth processing of your address change. Ensure that all details are accurate to avoid any delays or complications.

Misconceptions

Understanding the California 3533 form is essential for individuals who need to update their mailing address with the tax authorities. However, several misconceptions surround this form. Below are seven common misconceptions, along with clarifications for each.

  • The California 3533 form must be attached to your tax return. This is incorrect. The form is a standalone document and should not be attached to your tax return.
  • You only need to file this form if you are moving out of California. This is not true. The form is necessary for any change of address, whether you are moving within California or to another state.
  • Only individuals who filed a joint tax return can use this form. This misconception is misleading. Any individual who has filed a qualifying tax return can use the California 3533 form to change their address, regardless of their filing status.
  • Submitting the form is the only step needed to ensure your address is updated. While submitting the form is crucial, it is also important to confirm that the California tax authorities have processed the change. You may want to follow up to ensure your address is updated in their records.
  • You do not need to provide any identification numbers. This is false. The form requires you to provide your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) to ensure proper identification and processing.
  • The form can be submitted online. Currently, the California 3533 form must be submitted via mail. It cannot be filed electronically, so be sure to send it through the appropriate channels.
  • Once you submit the form, you will receive immediate confirmation. This is a misconception. Confirmation of your address change may take time. The tax authorities will process your request, but you may not receive immediate notification.

By addressing these misconceptions, individuals can better navigate the process of updating their mailing address and ensure compliance with tax regulations.

Key takeaways

Here are key takeaways about filling out and using the California 3533 form:

  • The California 3533 form is used to change your mailing address.
  • Do not attach this form to your tax return.
  • Complete this form if you filed individual income tax returns such as Forms 540, 540 2EZ, or 540NR.
  • If you filed a joint return and are now living separately, check the designated box on the form.
  • Provide your old address and new address accurately, including any apartment or suite numbers.
  • Sign and date the form to validate your request for a change of address.