Effective November 23, 2024, FTB Secure E-mail users will no longer be required to register with the FTB or log in with a password to open an encrypted e-mail. (FTB Tax News, November 2024) Instead, to view a Secure E-mail message from the FTB, users will be told to click on a button to view the e-mail and then will be given the option to either:
- Re-sign in to their e-mail account; or
- Sign in with a one-time passcode that will be sent to their e-mail account (the one-time passcode will expire after 15 minutes).
Any existing e-mail messages received from, and replied to, the FTB through FTB Secure E-mail before the November 23, 2024, update will only be retrievable through December 8, 2024. After December 8, 2024, e-mail messages received and sent to the FTB before the update will be purged and will not be retrievable.
Tax professionals should ensure they print out or otherwise memorialize these e-mails prior to December 9, 2024.
Any encrypted e-mail messages received from, and replied to, the FTB on or after the November 23, 2024, update will be subject to a 90-day retention period unless deleted earlier by the user.
Sign up for Spidell’s 2024/25 Federal and California Tax Update and see why more than 18,000 tax pros choose Spidell each year. Click here for details.