POA/TIA revocation notices coming - Spidell

POA/TIA revocation notices coming

Beginning in May 2020, after receiving information that a taxpayer is deceased, the FTB will revoke any Power of Attorney (POA) declaration or Tax Information Authorization (TIA) that the taxpayer is listed on and the FTB will send a notice. If the taxpayer-client receives a notice in error, follow the instructions at the bottom of the notice.

Note: POAs and TIAs that were established after a taxpayer’s death, with supporting documents, will remain in effect unless otherwise revoked or expired.