mandatory electronic payment notice california
收到加州FTB强制电子支付通知，自动扣税或退税均可能触发。
1. 关键信息
- #1 @askiih: 4/10报税后，4/27收到加州FTB强制电子支付通知（Mandatory Electronic Payment Notice），但报税已被接受且已收到州税退税。
- #1 @askiih: 触发条件：单笔预估/延期付款超过$20,000，或任何纳税年度总税负超过$80,000。一旦触发，未来所有付款必须电子支付，否则面临1%罚款。
- #5 @south-plus: 用Turbotax报税，补缴几千刀州税并通过checking account自动扣款，同样收到该通知。
- #6 @south-plus: 搜索发现，若年收入超过$1M且州税超过$80k，会自动收到该通知（与#1触发条件一致）。
2. 羊毛/优惠信息
无
3. 最新动态
无
4. 争议或不同意见
- #2 @Zig 认为若未用支票支付欠税则无需理会；#5 @south-plus 案例表明即使自动扣税（电子支付）也会收到通知，说明通知并非仅针对支票付款，而是基于收入/税负触发。
5. 行动建议
- 若仅收到退税（非欠税），且未使用支票支付任何欠税，可忽略该通知（#2, #4）。
- 若未来有超过$20,000的单笔付款或总税负超$80k（或收入超$1M），需改用FTB Web Pay、电子报税时电子资金提款（EFW）或信用卡支付，避免1%罚款（#1）。
- 即使已使用电子方式自动扣款缴税，仍可能收到该通知，无需恐慌，此通知仅要求后续所有付款必须电子方式，并非处罚（#5）。
今年4/10 报税后，4/27收到了这个加州的 tax 这个notice。可是已经被accept了，并且都收到了state tax 的refund， 问了ai也没搞明白。有类似情况的小伙伴吗？ California Franchise Tax Board (FTB) requires mandatory electronic payments (e-pay) if you make an estimated/extension payment over \$20,000 or have a total tax liability over \$80,000 in any taxable year. Once this threshold is met, all future payments must be electronic, or you face a 1% noncompliance penalty. [https://www.ftb.ca.gov/forms/2025/2025-3582-e-file.pdf, https://www.justanswer.com/tax/uln8q-ftb-electronic-payment-requirements-thresholds.html, https://www.ftb.ca.gov/forms/misc/4107.pdf] Key Details on Mandatory e-Pay: Trigger Events: A single payment > \$20,000 or total tax > \$80,000 triggers a permanent mandate. Penalty: Paying by check after receiving the notice results in a 1% penalty on the payment amount. How to Comply: Use Web Pay on the FTB website, Electronic Funds Withdrawal (EFW) during e-filing, or pay by credit card. How to Stop: If you fall below the threshold in later years, you must file https://www.ftb.ca.gov/forms/misc/4107.pdf. Waiver: You must continue paying electronically until the FTB notifies you in writing that your waiver request is approved. [https://www.ftb.ca.gov/pay/mandatory-e-pay.html, https://www.ftb.ca.gov/about-ftb/newsroom/news-releases/2023-03-web-pay-alternatives.html, https://ttlc.intuit.com/community/state-taxes/discussion/mandatory-e-pay-for-individuals-in-california/00/1704746, https://www.ftb.ca.gov/forms/2025/2025-3582-e-file.pdf, https://www.justanswer.com/tax/uln8q-ftb-electronic-payment-requirements-thresholds.html, https://www.ftb.ca.gov/forms/misc/4107.pdf] If you received this notice, you must change your payment method to online/electronic to avoid penalties. [https://www.ftb.ca.gov/pay/mandatory-e-pay.html, https://www.justanswer.com/tax/uln8q-ftb-electronic-payment-requirements-thresholds.html]
你用支票付的欠税么？不然不用管吧。
state tax 是 tax refund几千刀，turbtax 也显示在4/16被 state accept了。 所以有点懵
refund不是寄支票就没事吧
我今天也收到了，没明白怎么回事。 我是Turbotax报税，补了几千刀的州税，但是也是用checking account 自动扣的。不知道这个 EPAY 要求是从何而来
搜索了一下貌似收入超过1M， 并且州税超过8W就会自动收到这个信