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