DocHub
dochub.com › fillable-form › 246029-sample-letter-to-franchise-tax-board
Sample letter to franchise tax board: Fill out & sign online | DocHub
Our platform allows you to easily upload these documents directly into your letter. Finally, sign the document electronically using our editor’s signature feature before downloading or sending it directly to the Franchise Tax Board. Start using our platform today for free to streamline your document editing and submission process! Fill out sample letter to franchise tax board online It's free
Legacy Tax & Resolution Services
legacytaxresolutionservices.com › home › blog › sample protest letter to franchise tax board | setting up payroll in california
Sample Protest Letter To Franchise Tax Board | Setting Up Payroll In California - Legacy Tax & Resolution Services
February 7, 2025 - Sample Protest Letter To Franchise Tax Board | Setting Up Payroll In California Consequences of California back taxes and resolution options In the state of California, several tax agencies manage the administration and tax collection. These departments include the Franchise Tax Board, the ...
CA
ftb.ca.gov › forms › misc › 3567.pdf pdf
FTB 3567 Installment Agreement Request - Franchise Tax Board
Complete and sign this page. Mail it to: FRANCHISE TAX BOARD, PO BOX 2952, SACRAMENTO CA 95812-2952.
CA
ftb.ca.gov › help › letters › index.html
Notices/letters - Franchise Tax Board - CA.gov
We issued this demand to furnish the Franchise Tax Board with information specified in this notice from records in your possession, under your control, or from your personal knowledge.
JustAnswer
justanswer.com › law › c08vq-need-find-write-letter-ftb.html
How to Write a Letter to the Franchise Tax Board (FTB) | Expert Advice
In order to overcome the presumption of correctness of the penalties, the taxpayer must provide credible and competent evidence to support the claim of reasonable cause; otherwise the penalties will not be abated. (Appeal of James C. and Monablanche A. Walshe, 75-SBE-073, October 20, 1975; Appeal of David A. and Barbara L. Beadling, 77-SBE-021, February 3, 1977.) See if you can get letter from his doctor that he wa sin ill health , undergoing treatment, etc to support your claim for waiver for reasonable cause here.
Reddit
reddit.com › r/tax › has anyone received a letter from their state franchise tax board instead of the irs?
r/tax on Reddit: Has anyone received a letter from their state franchise tax board instead of the IRS?
February 1, 2023 -
I am a bit puzzled why the California FTB sent me a letter saying I had $700 other income from last year‘s taxes. Wondering why the notice didn’t come from the IRS and why they don’t just ask for the amount they need. I can’t find any difference than what I filed last year. I’d rather just pay and be done with it.
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The "letter" is probably a 1099-MISC, which is a tax document sent by whoever paid you. In this case, I'm guessing the California FTB paid you $700 last year as part of the "California Middle Class Tax Refund." It is not a bill. It is an income statement. You may need to include this amount as income when you file your 2022 federal income tax return. (I say "may" because apparently the IRS has not reached a definitive conclusion about whether the MCTR is actually taxable income or not.) https://www.ocregister.com/2023/01/27/is-californias-middle-class-tax-refund-payment-taxable-by-uncle-sam/
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Wondering why the notice didn’t come from the IRS The IRS doesn't administer California state taxes. This is like wondering why the IRS didn't write to you about your local electric bill. That's not what they do. Did you, by chance, get a $700 refund on your California taxes last year? If so, this letter is simply documenting that. This matters only if you also itemized deductions on your federal return last year. If you didn't itemize deductions last year, this is not "income" and you don't have to do anything about it. If you did itemize, this will get factored into your return this year. The problem is that you get to deduct state taxes, but you have to do that before you know your actual state tax amount. So you deduct the withholding, and then if it turns out the withholding was wrong you go back and correct it next year. Again, if you took the standard deduction, none of that even matters.
Reddit
reddit.com › r/tax › california tax board letter
r/tax on Reddit: California tax board letter
June 3, 2024 -
I received a letter from the California FTB about my 2021 tax returns indicating that I claimed itemized deductions "significantly higher than what would be expected." The letter said to "review the itemized deductions you claimed for 2021" and included instructions for filing an amended return.
So I reviewed the deductions, and they are correct (there is a long explanation... I had a windfall and funded a donor-advised fund with appreciated stock that year). Do I need to do anything? The letter doesn't include any request for response unless I'm submitting an amended return.
I'm also curious if I'm being audited, or if this is just a form letter they send automatically if you meet some criteria.
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Its just a form letter.
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As long as they're not asking you to respond or agree to anything, I would assume it's just a subtle warning ... and that there could possibly be an audit in the future. It's sort of giving you a chance to fix any deductions that could potentially be challenged and disallowed. So if an audit does come your way, they'll be able to claim they gave you a "heads up" and you chose to ignore it.
Reddit
reddit.com › r/tax › franchise tax board letter
r/tax on Reddit: Franchise Tax Board letter
January 1, 2025 -
Hi! Can someone explain this to me like I’m 5?
I got a letter (and received a deposit already). It states “notice of tax return change - refund”
It goes on to talk about the CA income tax withholding, my calculation was higher than their calculation.
I don’t understand if I need to do anything further? Is this going to affect the return I have coming eventually? Thank you!
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The question here is whether the refund is higher or lower, your explanation isn’t entirely clear. Either way, the FTB adjusted your tax refund, and if you agree with it, no action is required on your part. This won’t affect your next year’s return.
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I received a similar letter and had it resolved today. Your situation sounds very similar to mine. If I were you I'd start by adding up the CA tax withholdings from your W2 forms and making sure it’s the same number you originally reported on your return. If it is, then contact the CA FTB and tell them you disagree with the change they made to your return and refund. I highly recommend using the chat function on the website. Wait time on the phone was an hour and a half. In my case, the CA FTB sent out a notice claiming the state tax I reported being withheld from my income was more than what they had on record with EDD (Employment Development Department). If you didn’t know, the EDD tracks your income and deductions and the CA FTB uses that info to double check what you report on your tax return. Turns out EDD had not yet fully updated my W2 info when I filed my return, so according to the CA FTB’s records I over-reported my state withholding amount. I double checked my W2 forms and was certain what I reported on my tax return was correct, so I contacted the CA FTB to disagree with their letter. I used the chat function on the CA FTB website after logging into my account (if you don’t have an account you can create one). I waited 10 min for a representative. Once I verified my identity using name, address and last 4 of SSN the representative looked at my account and immediately said he sees where the problem is. Then said EDD had updated my info and I will be receiving the remainder of my refund that they originally took away. They’re sending a paper check that is supposed to arrive in 2-3 weeks. Apologies if you’ve already solved this. I still wanted to document my experience for others who may be searching for similar help this tax season and beyond. I think it’s really important for all of us to know that if you don’t dispute this letter CA FTB will keep any amount they deducted from your refund. Why they do this, I do not know. In my situation, they could have easily requested that I upload my W2 forms to verify the CA withholding amounts I reported on my return. But instead they chose to take away part of my refund based on the data in their automated system and leave it up to me to know better so I can fight for it back, which is pure BS. In most cases people are scared to communicate with government entities like CA FTB and gladly turn the other way when they receive a letter like this, which means the CA FTB is making millions off the backs of residents who don’t know any better. Bottom line, look out for yourself and others. If you receive a letter like this and don’t know what it means, just ask for help from someone you trust or call the information hotline listed on the letter. The worst thing you can do is ignore it. Good luck!
CA
ftb.ca.gov › help › business › entity-status-letter.asp
Entity Status Letter | FTB.ca.gov
Create an entity status letter online for free.
CA
webapp.ftb.ca.gov › ssa › ISL › facelets › IndividualStatusLetterHome.xhtml
Request Individual Status Letter | California Franchise Tax Board
Information about California′s income tax for individuals and businesses.
CA
ftb.ca.gov › forms › misc › 3500-booklet.html
Instructions for Form FTB 3500 - Franchise Tax Board
The tax for my S corporation is less than the minimum franchise tax. What figure do I put on the Tax line on Form 100S? ... I have exempt status. Do I need to file Form 100 or Form 109 in addition to Form 199? ... I received a bill for $250. What is this for? ... I need a state Employer ID number for my business. Who do I contact? ... If you write to us, be sure your letter includes the California corporation number, or FEIN, your daytime and evening telephone numbers, and a copy of the notice.
CA
ftb.ca.gov › help › letters › obtaining-an-individual-status-letter.html
Obtaining an individual status letter | FTB.ca.gov
The Individual Status Letter may be requested after the original due date of the return for the tax year in question.
TurboTax Community
ttlc.intuit.com › community › taxes › discussion › i-received-the-letter-form-franchise-tax-board-ca-that-require-me-to-send-state-issued-id-form-f2 › 00 › 2162457
I received the letter form franchise tax board CA. That require me to send state issued ID, Form F2, Forms 1099 and last pay check. Is that real and do I have to respond?
April 2, 2021 - You'll need to sign in or create an account to connect with an expert. ... You should call the CA FTB and ask. Here is some info on letters they send out. ... Questions are answered within a few hours on average. Post a Question ... Ask questions and learn more about your taxes and finances.
CA
ftb.ca.gov › help › letters › letters.html
Letters | FTB.ca.gov
We issued this demand to furnish the Franchise Tax Board with information specified in this notice from records in your possession, under your control, or from your personal knowledge.
CA
ftb.ca.gov › forms › misc › 3516.pdf pdf
State of California Franchise Tax Board
• A letter signed by the trustee authorizing you to receive this material and a copy of the court documents appointing the trustee. You should receive a response within 30 days. For privacy information, go to ftb.ca.gov and search for privacy notice. To request this notice by mail, call 800.338.0505 and enter ... Send a check or money order payable to the Franchise Tax Board for $20 for each tax year you request.
CA
ftb.ca.gov › about-ftb › newsroom › tax-news › may-2021 › individual-status-letters.html
Individual Status Letters | FTB.ca.gov
Individual Status Letters may be obtained by an individual, the parent of a minor child (birth certificate required), or by an authorized representative of the requester (a signed statement authorizing Franchise Tax Board to release information on their behalf is required).
CA
ftb.ca.gov › forms › 2017 › 17_3581.pdf pdf
2017 Form 3581 - Tax Deposit Refund and Transfer Request
This Google™ translation feature, provided on the Franchise Tax Board (FTB) website, is for general information only.
CA
ftb.ca.gov › help › letters › Notice-of-State-Income-Tax-Due.html
Notice of State Income Tax Due | FTB.ca.gov
Visit our Forms and Publications search tool for a list of tax forms, instructions, and publications, and their available formats.
LegalClarity
legalclarity.org › i-got-a-letter-from-the-california-franchise-tax-board-now-what
I Got a Letter From the California Franchise Tax Board. Now What? - LegalClarity
2 weeks ago - Receiving an official letter from the FTB is common for California residents and businesses, signaling that the agency requires attention to a specific tax matter. While not always a cause for alarm, these letters consistently require prompt action to prevent the escalation of financial or compliance issues. This guide explains the reasons for FTB correspondence, clarifies the meaning of specific notices, and provides a framework for a timely response. The FTB initiates contact for several major reasons, usually related to discrepancies or compliance gaps in a taxpayer’s filing history.
CA
ftb.ca.gov › help › disagree-or-resolve-an-issue › index.html
Disagree or resolve an issue | FTB.ca.gov
If you do not agree, respond through the normal communication channel identified in your letter or follow the instructions provided to: Make a payment for the full amount to avoid penalties, fees, or interest (if you owe money) ... We are here to ensure your tax problems are handled promptly ...