Free File allows people to prepare and file their federal income tax return for free using tax preparation and filing software. They work with an IRS "Trusted Partner."

Direct File is a new IRS pilot program. California is one of the participating states. It is currently only for simple tax returns.

Web pages

• Free File and Direct File info -https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free
• Free File - https://www.irs.gov/irs-free-file-do-your-taxes-for-free
• Direct File pilot program - https://directfile.irs.gov/
• Direct File eligibility screening tool - https://directfile.irs.gov/state

File income taxes with the Internal Revenue Service. https://www.irs.gov/filing

Filing information for:

• Individuals
• Businesses and self-employed
• Charities and nonprofits

Where to send tax returns and payments
The Where to File addresses at the following link are to be used ONLY by TAXPAYERS AND TAX PROFESSIONALS filing individual federal tax returns in California during Calendar Year 2023.
https://www.irs.gov/filing/california-where-to-file-addresses-for-taxpayers-and-tax-professionals
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Find information on the most recent tax relief provisions for taxpayers affected by disaster situations.
See FAQs for Disaster Victims for information about the definition of an affected taxpayer: https://www.irs.gov/businesses/small-businesses-self-employed/faqs-for-disaster-victims

IRS Disaster Assistance - Federally Declared Disaster Area, English and Spanish:
https://www.irs.gov/pub/irs-pdf/p3067esp.pdf

Help During Disasters - https… [read more]

This resource being kept in database in case callers have questions about this 2022 program re: their taxes.
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2/10/23 - Californians will NOT have to pay federal or state income tax on the Middle Class Tax Refund payments, even though some people may have received 1099-MISC tax forms.

• IRS Federal notice - https://www.irs.gov/newsroom/irs-issues-guidance-on-state-tax-payments-to-help-taxpayers
• FTB State notice - https://www.ftb.ca.gov/about-ftb/newsroom/middle-class-tax-refund/help.html

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The Middle Class Tax Refund is a one-time payment to provide relief to Californians.
If you are eligible, you will automatically receive a payment. Payments are expected to be issued between October 2022 and January 2023. Also known as the "California inflation relief payment."

Details here: https://www.ftb.ca.gov/about-ftb/newsroom/middle-class-tax-refund/index.html

California income tax returns are filed with the Franchise Tax Board.

When to file
Tax returns for 2023 are due Monday, April 15, 2024 for most filers.

Web pages

• Home - https://www.ftb.ca.gov/
• When to file - https://www.ftb.ca.gov/file/when-to-file/

US tax returns are filed with the IRS. When to file Tax returns for 2023 are due Monday, April 15, 2024 for most filers. Web pages Home - https://www.irs.gov/ When to file - https://www.irs.gov/filing/individuals/when-to-file