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Tax News
Mailing Information Sent to Taxpayers

1099-G AND 1099-INT Forms for Calendar Year 2008

Between January 10, 2009, and January 21, 2009, we mailed the following volume of forms:

Form 1099-G
5,102,980
Form 1099-INT
129,375

We consider overpayments or interest income reported on Form 1099-G or Form 1099-INT “refunded” in the following situations:

  • Paid directly to the taxpayer or directly deposited into a financial institution.
  • Offset for other liabilities, such as taxes, penalties, or interest.
  • Credited as an estimated tax payment.
  • Intercepted (offset) by a state, city, county agency, or the IRS.
  • Elected as a use tax payment.
  • Paid to voluntary contributions as designated by the taxpayer.

We do not include the Child and Dependent Care Expense Credit claimed on the taxpayer’s return as a refunded amount.

Federal law requires us to mail one of the following to any taxpayer who received a refund or interest of $10 or more during 2008:

  • Form 1099-G, Report of State Income Tax Refund, Credit, or Offset.
  • Form 1099-INT, Statement of Interest Income.

We issued Form 1099-Gs for specific tax years.

Example: A taxpayer that received a refund in 2008 for overpayments on tax years 2007 and 2008, will receive two 1099-Gs, one for 2007 and one for 2008.

We issue Form 1099-INTs for all interest we paid during 2008 of $10 or more.

Marketing Letters

We plan to send approximately 750,000 marketing letters to taxpayers, providing information about ReadyReturn, CalFile, Spanish CalFile, and online options. The letter provides taxpayers with their Customer Service Number (CSN), and explains about Payment Options, MyFTB Account, and the Refund Status application. Your clients may have questions about these different payment and filing options after reading the letters.