Information Return Filing - Tax Year 2015

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February 2, 2016

Purpose of Bulletin

To announce Franchise Tax Board (FTB) Information Return filing period for tax year 2015 began on January 11, 2016.

Background

Any person, including a corporation, partnership, individual, estate, or trust that makes reportable transactions during a calendar year, must file the appropriate information returns to report those transactions with the Internal Revenue Service (IRS) and FTB. Generally, our reporting requirements are the same as IRS reporting requirements. Go to IRS Publication 1220, Specifications for Electronic Filing of Forms, on the IRS website for more information.

Filing with FTB

Filing Information Returns with FTB:

Return Type Method Due Date Delinquent Date
1098 ,1099,
W-2G
Internet March 31 May 2
5498 Internet May 31 July 1

If you file paper returns with IRS, do not send a paper copy to FTB. IRS will forward the information to us, whether you are located in or out of the State of California.

If you have an exception that requires you to report something different for federal and state purposes, such as a different dollar amount, file separate returns with IRS and FTB.

While we encourage you to file electronically, you may file up to 249 paper returns by February 29. If you file 250 or more returns, you must file electronically. If you file on a paper return with us, mail it to:

FRANCHISE TAX BOARD
PO BOX 942840
SACRAMENTO, CA 94240-6090

Taxpayer Inquiries

Refer questions on reporting requirements for information returns to the IRS at 800.829.1040.

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