https://www.ftb.ca.gov/help/disagree-or-resolve-an-issue/claim-for-refund.html
Types of claims
Formal claim
If you’ve paid your balance in full, you can file a formal claim for refund to:
- Reduce the amount of tax you paid.
- Disagree with an assessment of:
- Tax
- Penalties
- Interest
What to include
For all claims, include:
- Name
- Social security number or identification number.
- Address
- Phone number
- Tax year
- Reason for filing a claim
- Any supporting documentation