Mailing Information for 1099-G and 1099-INT Forms for Calendar Year 2014

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 It remains online for historical reference or research.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.

January 15, 2015

Purpose of bulletin

To inform staff beginning January 2015 we will mail the 1099-G and 1099-INT forms for the 2014 calendar year.

Background

Federal law requires us to send the following notices to taxpayers who received a refund or interest of $10 or more:

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

Form 1099-Gs are issued by tax year. 

Example: A taxpayer who receives refunds in 2014 for overpayments on tax years 2012 and 2013 receive two 1099-Gs, one for 2012, and one for 2013. 

We issue form 1099-INTs for all interest paid during the 2014 calendar year.

Refunded or not

Overpayments or interest income reported on Form 1099-G or Form 1099-INT are considered 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 Internal Revenue Service.
  • Elected as a Use Tax payment.
  • Paid to voluntary contributions as designated by taxpayer.

Volume and mail schedule

We will mail the following form volumes between January 15, 2015, and January 31, 2015, for tax returns processed in 2014:

  • 1099-G:      4,776,922
  • 1099-INT:      105,971

Taxpayers may also find this information using their MyFTB Account. Go to ftb.ca.gov and search for MyFTB Account.

Taxpayer inquiries

Follow your unit procedures when responding to questions regarding these forms. Refer questions on how to report refunds or interest income on federal tax returns to the IRS website at irs.gov, or call 800.829.1040.

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.