Informational letters continue March 2018 Tax News

Your client may receive an informational letter from us if they have fallen behind on their California income tax obligations

In certain situations, we proactively contact taxpayers to provide them with information to accurately file their tax returns based on their history with us. As mentioned in the December 2017 Tax News article under “Informational Letters”, we embarked on 3 new proactive letter campaigns for certain taxpayers who may have fallen behind on their California income tax obligations. The letters will offer assistance to help them adjust withholding, change estimate payments, assist in the collection process, and resolve outstanding liabilities sooner.

In January 2018, Please Call Us About Your California Income Taxes (Form 4505) contact letters were sent to a select group of taxpayers who owe outstanding tax liabilities for the first time, offering early assistance to bring them into compliance prior to collection activities taking place.

In late January and early February 2018, Payment Options That Save You Money (Form 4083) informational letters were sent to a select group of taxpayers in active installment agreements. The letters provided the benefits of resolving tax liabilities sooner and presented payment options that would reduce the time to satisfy the remaining balances.

In late February 2018, Determining Your Wage Withholding (Form 4113) and Determining Your Estimated Tax (Form 4114) informational letters will be sent to a select group of taxpayers who may need to adjust their withholding or estimate payments for 2018 to avoid owing on tax day and incurring penalties.

Each of the letters have a dedicated phone number for taxpayers to call for assistance. If you have a client that received a letter, we encourage you or your client to contact the number provided on the letter for assistance.

Taxpayers can visit ftb.ca.gov for additional information or to verify the validity of the letter they received.