Drake Tax – California Reject “IndividualPayment-330” (Drake24)

Some California individual tax returns and extensions submitted on April 14 and 15, 2025 were rejected with code “IndividualPayment-330.” To resolve this reject, take the following steps: 

1. On the federal PMT screen:

   • Change the Federal selection to N.

   • Uncheck the 4868 box beside Payment is for.

   • Remove the Federal Requested payment date.

   • Change the State Requested payment date to today's date.

2. On the federal EXT screen, remove the selection from the 4868 drop list, and check the box Extension was previously filed; ready to file tax return.

3. Calculate the return and verify that only the CA extension will be transmitted.

4. Retransmit the return.

Please contact Drake Software customer support at (828) 524-8020 for more information.

Report Steps

To identify any impacted returns, follow these steps: 

1. Go to Reports > Reports Manager.

2. Click EF/Bank Reports to expand the list. From the list, click EF Status & Tracking to expand the list again.

3. Select State Returns Rejected (Never Accepted).

4. Click the View Report button (or double-click your selection).

5. Answer Yes to the prompt to create a report using current data.

   • This prompt only occurs if the report has been previously run.

6. The Basic Search Conditions window opens. Click Continue (no change is necessary in basic search conditions).

7. The selected report is displayed. You can export to Excel, if needed.