Last Chance to Claim 2009 State Income Tax Payments
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Public Affairs Office
For Immediate Release
State Holding More Than $100 Million from 2009 Nonfilers
Sacramento – Unclaimed state tax payments totaling nearly $107 million may be waiting for an estimated 979,000 taxpayers who did not file a state income tax return for 2009, the Franchise Tax Board (FTB) announced today. However, the deadline to file and claim these funds is Tuesday, April 15, 2014.
FTB has income records for Californians who have paid taxes to the state, typically from wage withholding or estimated tax payments, but did not file a state income tax return for 2009. Some taxpayers might not file because they had too little income to require them to file a tax return. However, if they had wage withholding or they made estimated tax payments, they must file a tax return to get their refund.
State tax law provides most taxpayers with a four-year window to claim a refund. For 2009 returns, that window generally closes on April 15, 2014. There is no penalty for filing a late return that qualifies for a refund. For those who don’t file during the four-year window, the unclaimed tax payments revert to the state’s general fund.
Taxpayers seeking a 2009 refund should know that their checks may be held if they have not filed tax returns for 2010, 2011, and 2012. Also, the refund will be applied to any amounts still owed to FTB or other state agencies, and may be used to offset unpaid child support.
FTB has current and prior year forms and instructions on their website at ftb.ca.gov. Click on the forms and instructions tab. For taxpayers who only need to report their W-2 wages and withholding, they can access the 5402EZ form, fill it out online in minutes, and mail it to FTB.
Taxpayers who are missing tax documents for past years such as Forms W-2, 1098, and 1099, should request copies from their employer, bank, or other payer. Taxpayers can also visit FTB online at MyFTB Account to change a mailing address and view information on their account such as wages and California withholding for up to four years. Taxpayers can also call FTB at 800.852.5711 for help.
Last year, California taxpayers filed more than 16 million returns and claimed more than $10.5 billion in refunds.
Editor’s Note: See attached chart for county statistics.
FTB administers two of California's major tax programs: Personal Income Tax and the Corporation Tax. FTB also administers other non tax programs and delinquent debt collection functions, including delinquent vehicle registration debt collections on behalf of the Department of Motor Vehicles, and court–ordered debt. Annually, FTB’s tax programs collect more than 65 percent of the state’s general fund. For more information on other taxes and fees in California, visit taxes.ca.gov.