California 2023-2024 Regular Session Status: To Executive 2 D cosponsors

SB 565 — Taxation: filing.

Last action — Veto sustained.

  1. ✓
    Introduced
  2. ✓
    In Committee
  3. ✓
    Passed Senate
  4. ✓
    Passed Assembly
  5. 5
    To Executive
  6. 6
    Enacted

This bill died with 2023-2024 Regular Session. It reached “To Executive” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.

Vetoed by Governor Gavin Newsom (Democratic) on January 25, 2024.

This bill is no longer active — its legislative session has ended, so there is no live prognosis. It would have to be reintroduced in the current session to move again.

Summary

The Personal Income Tax Law requires an individual taxable under that law to make a return to the Franchise Tax Board stating specifically the items of the individual's gross income from all sources and the deductions and credits allowable, as prescribed. Existing law requires the Franchise Tax Board to notify all potential eligible individuals of available paperless filing options offered through the Franchise Tax Board, including the CalFile program and free tax preparation services. Existing law requires the State Department of Social Services (SDSS) and the State Department of Health Care Services (DHCS) to exchange data with the Franchise Tax Board upon request, including specified personal information of a program participant, as defined. For taxable years beginning January 1, 2020, and before January 1, 2026, existing law authorizes the Franchise Tax Board to disclose, upon request, specified return information to SDSS and DHCS. Existing law requires all data provided to remain confidential and be used only for specified purposes, including informing individuals of the availability of the Volunteer Income Tax Assistance, CalFile, the federal Earned Income Tax Credit, the California Earned Income Tax Credit, and other federal and state antipoverty tax credits. This bill, for taxable years beginning on or after January 1, 2025, and before January 1, 2031, would require the Franchise Tax Board to provide a free tax return preparation program that utilizes the prepopulation of data for qualified individuals to complete and e-file their California personal income tax returns. The bill would define a qualified individual for this purpose to mean an individual who, among other things, received an invitation from the Franchise Tax Board to participate in the free tax return preparation program, is eligible to use CalFile in that taxable year, and is eligible for the California Earned Income Tax Credit, the young child tax credit, or the foster youth tax credit in that taxable year. The bill would authorize the Franchise Tax Board to utilize CalFile as the free tax return preparation program. This bill would allow SDSS and DHCS to exchange data with the Franchise Tax Board for purposes of the free tax return preparation program. The bill would also authorize the use of information provided by the Franchise Tax Board to SDSS and DHCS for purposes of implementing the free tax return preparation program. This bill would incorporate additional changes to Section 19551.3 of the Revenue and Taxation Code proposed by AB 1002 to be operative only if this bill and AB 1002 are enacted and this bill is enacted last.

Bill Text

Action History

  1. Veto sustained.

  2. Stricken from file.

  3. In Senate. Consideration of Governor's veto pending.

  4. Vetoed by the Governor.

  5. Enrolled and presented to the Governor at 4 p.m.

  6. Assembly amendments concurred in. (Ayes 32. Noes 8. Page 2845.) Ordered to engrossing and enrolling.

  7. In Senate. Concurrence in Assembly amendments pending.

  8. Read third time. Passed. (Ayes 62. Noes 15. Page 3460.) Ordered to the Senate.

  9. Ordered to third reading.

  10. Read third time and amended.

  11. Read second time. Ordered to third reading.

  12. Read second time and amended. Ordered to second reading.

  13. From committee: Do pass as amended. (Ayes 11. Noes 4.) (September 1).

  14. August 23 set for first hearing. Placed on suspense file.

  15. Read second time and amended. Re-referred to Com. on APPR.

  16. From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 6. Noes 2.) (June 26).

  17. Referred to Com. on REV. & TAX.

  18. In Assembly. Read first time. Held at Desk.

  19. Read third time. Passed. (Ayes 32. Noes 6. Page 1270.) Ordered to the Assembly.

  20. Read second time. Ordered to third reading.

  21. From committee: Do pass. (Ayes 5. Noes 2. Page 1175.) (May 18).

  22. Set for hearing May 18.

  23. May 8 hearing: Placed on APPR suspense file.

  24. Set for hearing May 8.

  25. From committee: Do pass and re-refer to Com. on APPR. (Ayes 6. Noes 1. Page 938.) (April 26). Re-referred to Com. on APPR.

  26. From committee with author's amendments. Read second time and amended. Re-referred to Com. on GOV. & F.

  27. Set for hearing April 26.

  28. Re-referred to Com. on GOV. & F.

  29. From committee with author's amendments. Read second time and amended. Re-referred to Com. on RLS.

  30. From committee with author's amendments. Read second time and amended. Re-referred to Com. on RLS.

  31. Referred to Com. on RLS.

  32. From printer. May be acted upon on or after March 18.

  33. Introduced. Read first time. To Com. on RLS. for assignment. To print.

Sponsors

Sponsorship breakdown

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1 sponsors · 1 co-sponsors · 120 not signed on · 18 voted No

Sponsors (1)

Co-sponsors (1)

Not signed on (120)

120 members have not signed on to this bill.

Show all 120 →

"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.

Whip count is in markup. Polling the chamber and every recorded vote this session. Only the first open is slow. It’s instant for you after this. Calling the roll · Tallying · Engrossing

Votes

SB 565 Caballero Senate Third Reading By Irwin

Passed 62 Yea · 15 Nay · 3 Other
Party YeaNayPresentNot Voting
Democratic 46001
Unaffiliated 15401
Republican 11101
Total 621503
% of votes cast 78%19%0%4%
How each member voted (80)
Member Party Vote
Holden — Yea
Rodriguez — Yea
Villapudua — Yea
Ting — Yea
Jones-Sawyer — Yea
McCarty — Yea
Rendon — Yea
Friedman — Yea
Low — Yea
Wood — Yea
Santiago — Yea
Essayli — Nay
Waldron — Nay
Mathis — Nay
Maienschein — Yea
Eduardo Garcia — Yea
Jim Patterson — Not Voting
Luz Rivas — Yea
Vince Fong — Nay
Wendy Carrillo — Yea
Addis, Dawn Democratic Yea
Aguiar-Curry, Cecilia M. Democratic Yea
Alvarez, David Democratic Yea
Arambula, Joaquin Democratic Yea
Bains, Jasmeet Democratic Yea
Bauer-Kahan, Rebecca Democratic Not Voting
Bennett, Steve Democratic Yea
Berman, Marc Democratic Yea
Boerner, Tasha Democratic Yea
Bonta, Mia Democratic Yea
Bryan, Isaac G. Democratic Yea
Calderon, Lisa Democratic Yea
Carrillo, Juan Democratic Yea
Cervantes, Sabrina Democratic Yea
Connolly, Damon Democratic Yea
Fong, Mike Democratic Yea
Gabriel, Jesse Democratic Yea
Gipson, Mike A. Democratic Yea
Grayson, Timothy S. Democratic Yea
Haney, Matt Democratic Yea
Hart, Gregg Democratic Yea
Irwin, Jacqui Democratic Yea
Jackson, Corey A. Democratic Yea
Kalra, Ash Democratic Yea
Lee, Alex Democratic Yea
Lowenthal, Josh Democratic Yea
McKinnor, Tina Democratic Yea
Muratsuchi, Al Democratic Yea
Nguyen, Stephanie Democratic Yea
Ortega, Liz Democratic Yea
Pacheco, Blanca Democratic Yea
Papan, Diane Democratic Yea
Pellerin, Gail Democratic Yea
Petrie-Norris, Cottie Democratic Yea
Quirk-Silva, Sharon Democratic Yea
Ramos, James C. Democratic Yea
Reyes, Eloise Gómez Democratic Yea
Rivas, Robert Democratic Yea
Rubio, Blanca E. Democratic Yea
Schiavo, Pilar Democratic Yea
Soria, Esmeralda Democratic Yea
Valencia, Avelino Democratic Yea
Ward, Christopher M. Democratic Yea
Weber Pierson, M.D., Akilah Democratic Yea
Wicks, Buffy Democratic Yea
Wilson, Lori D. Democratic Yea
Zbur, Rick Chavez Democratic Yea
Alanis, Juan Republican Nay
Chen, Phillip Republican Not Voting
Dahle, Megan Republican Nay
Davies, Laurie Republican Nay
Dixon, Diane Republican Nay
Flora, Heath Republican Yea
Gallagher, James Republican Nay
Hoover, Josh Republican Nay
Lackey, Tom Republican Nay
Patterson, Joe Republican Nay
Sanchez, Kate Republican Nay
Ta, Tri Republican Nay
Wallis, Greg Republican Nay

Official roll call →

Unfinished Business SB565 Caballero et al. Concurrence

Passed 32 Yea · 8 Nay
Party YeaNayPresentNot Voting
Unaffiliated 10100
Democratic 21100
Republican 1600
Total 32800
% of votes cast 80%20%0%0%
How each member voted (40)
Member Party Vote
Roth — Yea
Atkins — Yea
Portantino — Yea
Newman — Yea
Min — Yea
Eggman — Yea
Glazer — Yea
Dodd — Yea
Bradford — Yea
Skinner — Yea
Wilk — Nay
Allen, Benjamin Democratic Yea
Archuleta, Bob Democratic Yea
Ashby, Angelique V. Democratic Yea
Becker, Josh Democratic Yea
Blakespear, Catherine S. Democratic Yea
Caballero, Anna M. Democratic Yea
Cortese, Dave Democratic Yea
Durazo, Maria Elena Democratic Yea
Gonzalez, Lena A. Democratic Yea
Hurtado, Melissa Democratic Yea
Laird, John Democratic Yea
Limón, Monique Democratic Yea
McGuire, Mike Democratic Yea
Menjivar, Caroline Democratic Yea
Nguyen, Stephanie Democratic Nay
Padilla, Stephen C. Democratic Yea
Rubio, Susan Democratic Yea
Smallwood-Cuevas, Lola Democratic Yea
Stern, Henry I. Democratic Yea
Umberg, Thomas J. Democratic Yea
Wahab, Aisha Democratic Yea
Wiener, Scott D. Democratic Yea
Alvarado-Gil, Marie Republican Yea
Dahle, Megan Republican Nay
Grove, Shannon Republican Nay
Jones, Brian W. Republican Nay
Niello, Roger W. Republican Nay
Ochoa Bogh, Rosilicie Republican Nay
Seyarto, Kelly Republican Nay

Official roll call →

Subjects

taxation finance
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Frequently asked questions

What does SB 565 do?
The Personal Income Tax Law requires an individual taxable under that law to make a return to the Franchise Tax Board stating specifically the items of the individual's gross income from all sources and the deductions and credits allowable, as prescribed. Existing law requires the Franchise Tax Board to notify all potential eligible individuals of available paperless filing options offered through the Franchise Tax Board, including the CalFile program and free tax preparation services. Existing law requires the State Department of Social Services (SDSS) and the State Department of Health Care Services (DHCS) to exchange data with the Franchise Tax Board upon request, including specified personal information of a program participant, as defined. For taxable years beginning January 1, 2020, and before January 1, 2026, existing law authorizes the Franchise Tax Board to disclose, upon request, specified return information to SDSS and DHCS. Existing law requires all data provided to remain confidential and be used only for specified purposes, including informing individuals of the availability of the Volunteer Income Tax Assistance, CalFile, the federal Earned Income Tax Credit, the California Earned Income Tax Credit, and other federal and state antipoverty tax credits. This bill, for taxable years beginning on or after January 1, 2025, and before January 1, 2031, would require the Franchise Tax Board to provide a free tax return preparation program that utilizes the prepopulation of data for qualified individuals to complete and e-file their California personal income tax returns. The bill would define a qualified individual for this purpose to mean an individual who, among other things, received an invitation from the Franchise Tax Board to participate in the free tax return preparation program, is eligible to use CalFile in that taxable year, and is eligible for the California Earned Income Tax Credit, the young child tax credit, or the foster youth tax credit in that taxable year. The bill would authorize the Franchise Tax Board to utilize CalFile as the free tax return preparation program. This bill would allow SDSS and DHCS to exchange data with the Franchise Tax Board for purposes of the free tax return preparation program. The bill would also authorize the use of information provided by the Franchise Tax Board to SDSS and DHCS for purposes of implementing the free tax return preparation program. This bill would incorporate additional changes to Section 19551.3 of the Revenue and Taxation Code proposed by AB 1002 to be operative only if this bill and AB 1002 are enacted and this bill is enacted last.
Who sponsors SB 565?
SB 565 is sponsored by Caballero, Anna M. (Democratic) and Irwin, Jacqui (Democratic).
What is the current status of SB 565?
This bill died with 2023-2024 Regular Session. It reached “To Executive” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.
Where can I track SB 565?
Track SB 565 free on One Click Politics — get push/email alerts when it moves.

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