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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.

Top answer
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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.
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CA
ftb.ca.gov › help › letters › letters.html
Letters | FTB.ca.gov
The Franchise Tax Board will send a notice or letter to personal taxpayers and business entities for issues that may include but not limited to:
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CA
ftb.ca.gov › help › scams › index.html
Scams | FTB.ca.gov
If you receive a letter by mail that claims to be from us requesting personal information, it may be a scam. View our letters page to verify the notices we send. If you would like additional verification, contact us. Phone scams are the most common method used to scam taxpayers.
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CA
ftb.ca.gov › help › letters › obtaining-an-individual-status-letter.html
Obtaining an individual status letter | FTB.ca.gov
An ISL can be requested for the current tax year after the original due date of the return. FTB will process these requests after the return due date. An ISL can also be requested for the prior five tax years. After October 16, 2023, customers may request an ISL for the current year by logging ...
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Priority Tax Relief
prioritytaxrelief.com › home › tax news › what california’s ftb 4963 notice means
What California’s FTB 4963 Notice Means
May 15, 2024 - You might receive a letter from the California Franchise Tax Board in 2023 if you have unfiled tax returns, unpaid taxes, or if there are errors on your previously filed returns.
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Franchisetaxsboard
franchisetaxsboard.com › home › uncategorized › why would i get a letter from the franchise tax board?
Why Would I Get a Letter from the Franchise Tax Board? - Guide for Franchise Tax Board in California
January 1, 2025 - Receiving a letter from the Franchise Tax Board (FTB) can be concerning, but it's important to understand that these letters are often routine and don't always indicate a major problem. This article provides a comprehensive guide to the various reasons you might receive an FTB letter and what ...
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CA
ftb.ca.gov › about-ftb › newsroom › news-releases › 2023-31-january-ftb-2023-tax-season-begins.html
Franchise Tax Board 2023 tax season begins | FTB.ca.gov
They may attempt to trick taxpayers into sending money not owed or providing personal information that could be used to file fraudulent returns and steal refunds. If you receive a letter from FTB or the IRS that appears suspicious, contact FTB at 800-852-5711 or IRS at 800-829-1040.
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CA
ftb.ca.gov › about-ftb › newsroom › news-releases › 2023-30-june-california-to-mail-courtesy-notices-to-winter-storms.html
California to mail Courtesy Notices related to winter storm filing and payment deadline extensions | FTB.ca.gov
Sacramento – The Franchise Tax Board announced it will soon begin mailing Notices of Tax Return Change – Revised Balance (FTB 5818B) as a reminder and courtesy to taxpayers.
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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
3 weeks ago - The FTB initiates contact for several ... cause is a Balance Due Notice, issued when there is an underpayment of tax owed or a miscalculation of the final liability on the submitted return....
Find elsewhere
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CA
ftb.ca.gov › refund › help-refund.html
Help with refunds | FTB.ca.gov
You'll receive a letter in the mail explaining why your tax return was changed.
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LegalClarity
legalclarity.org › why-would-i-get-a-letter-from-franchise-tax-board
Why Would I Get a Letter From Franchise Tax Board? - LegalClarity
June 13, 2025 - Receiving correspondence from the California Franchise Tax Board (FTB), the state’s income tax agency, can be unsettling, but it is a common occurrence for millions of taxpayers. These letters are the FTB’s primary method of communication and can be sent for a wide variety of reasons that are not always cause for alarm.
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CA
ftb.ca.gov › help › letters › notice-of-tax-return-change.html
Notice of Tax Return Change | FTB.ca.gov
FTB is sending notices to taxpayers about our corrections to mistakes found on 2022 tax returns. Some notices may state a balance due with a due date for payment. Taxpayers affected by the 2022-23 California winter storms who receive such a notice still qualify for an extension to pay taxes ...
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CA
ftb.ca.gov › about-ftb › newsroom › tax-news › june-2023 › index.html
Tax News June 2023 - about ftb - Franchise Tax Board - CA.gov
However, participation is not limited to those who have received an invitation letter and is open to any Eligible Taxpayer who wishes to participate. Eligible Taxpayers must submit a complete and signed Notice 2023-02 Closing Agreement from July 10, 2023, through November 17, 2023, and pay all taxes, applicable penalties, and accrued interest by November 17, 2023, or enter into an installment payment arrangement to pay the full amount over a period not to exceed 12 months.
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TurboTax Community
ttlc.intuit.com › community › after-you-file › discussion › i-received-a-letter-from-ca-franchise-tax-board-requesting-copies-of-social-security-card-w-2-1099 › 00 › 770237
I received a letter from CA Franchise Tax Board requesting copies of Social Security card, W-2, 1099, drivers license, etc. before they will process return
March 12, 2023 - You can call the number for the California Franchise Tax Board (800) 852-5711 to verify. Do not use the number on the letter, you want to verify its authenticity before sending it in. However, it seems as if you were randomly chosen to have your information verified before they process your return.
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JustAnswer
justanswer.com › tax › lqgbx-notice-franchise-tax-board-thought.html
I got a notice from the Franchise Tax Board I thought this had all been handled I don't file taxes because the income I
The FTB may offer payment plans or other options to help you meet your tax obligations. ... they referred me to you that's kind of weird because you guys are both recommending the other person ...
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Reddit
reddit.com › r/tax › california franchise tax board - received a letter but already paid
r/tax on Reddit: California Franchise Tax Board - Received a Letter but Already Paid
April 20, 2024 -

I received a notice of balance due from the California Franchise Tax Board for $1,645. $1,505 as the prepayment tax assessment and $140 for underpayment penalties.

However, I paid the $1,505 back in February. I have the confirmation number. I've been trying to call the FTB but have been unable to connect with anyone for the past 3 days.

Should I make the $140 payment online and just forget about it? The payment is due on 5/29. I requested to open an account but am waiting on a pin number that will arrive via mail after this date so I can see my payment history online.

This is the first year I've had to file with California as an S-Corp so I'm new to all this.

Any help would be greatly appreciated!