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2016 Mailing Information for Forms 1099-G and 1099-INT

January 25, 2017

Purpose of Bulletin

To notify staff that we are mailing Forms 1099-G and 1099-INT for calendar year 2016.

Background

Federal law requires the Franchise Tax Board (FTB) to mail taxpayers who received a refund or interest, of $10 or more, one of the following:

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

Form 1099-Gs are issued by tax year.

Example: A taxpayer who receives refunds in 2016 for overpayment on tax years 2014 and 2015 receives two 1099-Gs: one for 2014, and one for 2015. FTB issues Form 1099-INT for all interest paid during the 2016 calendar year.

Addtional Information

Overpayments or interest income reported on Form 1099-G or Form 1099-INT are considered refunded in the following situations:

  • If paid directly to the taxpayer or directly deposited into a financial institution.
  • When used as an offset for other liabilities, such as taxes, penalties, or interest.
  • When credited as an estimated tax payment.
  • If intercepted (offset) by a state, city, county agency, or the Internal Revenue Service.
  • If elected as a Use Tax payment.
  • When paid to voluntary contributions as designated by taxpayer.

Refundable credits should not be included on the 1099-G.

Volume and Mail Schedule

We mailed the following form volumes prior to January 31, 2017, for tax returns processed in 2016:

1099-G 4,957,133
1099-INT 171,261

Taxpayer Inquiries

Follow your unit procedures when responding to questions regarding forms 1099-G and 1099-INT. Refer questions on how to report refunds or interest income on federal tax returns to the IRS at 800.829.1040.

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