FTB Archive Disclaimer:  Archived content is not current and may contain broken links. It remains online for historical reference or research. The search function above allows you to search archived and current content separately. If you need archived content in a different format, contact us.

MAILING INFORMATION FOR CALENDAR YEAR 2008 1099-G AND 1099-INT FORMS

FTB Archive Disclaimer:  Archived content is not current and may contain broken links. It remains online for historical reference or research. The search function above allows you to search archived and current content separately. If you need archived content in a different format, contact us.

PURPOSE OF BULLETIN

Inform staff of that we will be mailing the 1099-G and 1099-INT forms for the 2008 calendar year.

BACKGROUND

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

Form 1099-Gs are issued 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 the 2008 calendar year of $10 or more.

REFUNDED OR NOT

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, or county agency, or the Internal Revenue Service.
  • 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.

VOLUME AND MAIL SCHEDULE

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

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

TAXPAYER INQUIRIES

Follow your unit procedures when you respond to questions regarding these forms.

Refer questions on how to report refunds or interest income on federal tax returns to the IRS, at 800.829.1040.

 

Back to Public Service Bulletins Archive

Help Us Improve Our Website

Don't include social security numbers or other personal/confidential information.



Thank you for your help.

If you need assistance, contact us.

Oops! Something went wrong.

We appreciate your feedback. Please try again later

 

You are leaving ftb.ca.gov

We do not control the destination site and cannot accept any responsibility for its contents, links, or offers. Review the site's security and confidentiality statements before using the site.

If you have any issues or technical problems, contact that site for assistance.

Ahora está saliendo de ftb.ca.gov

Nosotros no controlamos el sitio web al que se destina y no podemos aceptar ninguna responsabilidad por su contenido, enlaces, u ofertas. Revise las declaraciones de seguridad y confidencialidad del sitio antes de usar el sitio. Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.

Si tiene algún problema en general o técnico, comuníquese con ese sitio para obtener asistencia.