Erroneous Refunds Issued on FTB Form 541, California Fiduciary Income Tax Returns

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July 2, 2015

Purpose of bulletin

To inform staff they may receive phone calls from taxpayers or tax preparers who received a refund for a small balance due on a 2014 California Fiduciary Income Tax Return.

Background

A system issue caused refunds to be incorrectly issued on FTB Form 541 California Fiduciary Income Tax Returns. This issue only affected returns with low balance due amounts.

Taxpayer Inquiries

If you receive calls from taxpayers who match this criteria, follow the steps below:

  • Explain that we incorrectly refunded the money
  • Advise the taxpayer to write the Federal Employer Identification
  • Number (FEIN) on the check and return it within 15 days to:

FRANCHISE TAX BOARD
PO BOX 1570
RANCHO CORDOVA, CA 95741-1570

If the taxpayer states the refund check has been cashed, advise them to send another payment for the balance due within 15 days using one of the following methods:

  • Web Pay
  • Mail a check with the FEIN written on it to:

FRANCHISE TAX BOARD
PO BOX 1570
RANCHO CORDOVA CA 95741-1570

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