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READYRETURN FOR TAX YEAR 2008

PURPOSE OF BULLETIN

To inform staff the ReadyReturn program for tax year 2008, began on January 20, 2009.

BACKGROUND

ReadyReturn eases the tax filing process for taxpayers who file the simplest tax returns. We use available information to pre-prepare a California state tax return.

WHAT IS NEW FOR 2008?

CalFile Cross-over

Taxpayers who are not eligible for ReadyReturn, or who are eligible but their return is not ready yet, can easily transition to CalFile without having to log in again.

For taxpayers who go directly to CalFile, we will check to see if they have a ReadyReturn available. If they do, we will notify them and taxpayers can continue with CalFile, or change to ReadyReturn.

Note: Taxpayers who can be claimed as a dependent may also qualify for CalFile or ReadyReturn.

HOW WILL TAXPAYERS FIND OUT ABOUT READYRETURN?

On January 26, 2009, we began sending letters to taxpayers who have a ReadyReturn available. These will go out within two days of us receiving the taxpayer’s final wage and withholding information.

Other outreach activities include:

  • The cover of the 2EZ booklet.
  • Videos posted on YouTube.
  • Press releases and public service announcements.
  • A “tell a friend” campaign by Franchise Tax Board employees.
  • Outreach events.
  • Outreach events.

WHO IS ELIGIBLE FOR READYRETURN?

Taxpayers are eligible if, on their 2007 California state return, they:

  • Used the single or head of household filing status.
  • Claimed no more than five dependents.
  • Took the standard deduction.
  • Had income only from wages.
  • Did not claim any credits other than exemption credits and the nonrefundable renter’s credit.

In addition, the taxpayer must:

  • Have had only one employer in 2008.
  • Earn less than $163,187 if Single, or $244,785 if Head of Household in 2008.
  • Not have a taxpayer status on TI of classified, deceased, FAN, identity theft, or investigations.
  • Not have any payments in suspense.
  • Not be a first time filer.

HOW CAN A TAXPAYER CHECK IF THEY ARE ELIGIBLE FOR READYRETURN?

Taxpayers can check their eligibility at ftb.ca.gov, through the IVR, or by calling 800.338.0505.

 

Back to Public Service Bulletins - 2009