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 It remains online for historical reference or research.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.

Amended Tax Returns for Mortgage Debt Relief

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 It remains online for historical reference or research.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

To inform staff on how to address questions about the processing delay of amended tax returns for Mortgage Debt Relief.

Background

SB 401, the Conformity Act of 2010, allows taxpayers who had all or part of the loan balance on their principal residence forgiven by their lender, to exclude the forgiven debt from California gross income.

Original returns

E-file: If the original return was e-filed, the amended return will process within two weeks.

Paper: If the original return was paper filed, the amended return processing may take four to six weeks to process.

As a reminder, taxpayers need to write “Mortgage Debt Relief” in red across the top of their 2009 540X, Amended Individual Income Tax.

Taxpayer inquiries

Taxpayers can go to ftb.ca.gov, and search for mortgage forgiveness, or call us at 800.852.5711, Monday through Friday, 8 am to 5 pm.

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.