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  • Am I missing form 20221099-G from Calif?

    From Joe User@21:1/5 to All on Sun Mar 12 04:14:48 2023
    Am I missing form 2022 1099-G from Calif?

    If so, do I really need it? Or can I e-file federal and Calif tax returns without having it physically?

    IIRC, we no longer need to "attach" 1099s to tax returns, especially if we e-file. Right?

    Even so, is it prudent for me to request a "replacement" 1099-G, just to CYA?

    -----

    Facts....

    In 2022, I e-filed 2021 tax returns that reported a refund on the Calif tax return, form 540 line 97.

    But I applied the entire refund to the 2022 estimated tax, form 540 line 98.

    Nevertheless, I would expect a 1099-G, even though I did not physically receive payment.

    -----

    OTOH, I took the federal standard deductions. So any state refund should have no consequence. Right?

    And since the Calif tax return includes a copy of the federal tax return, I suppose the Calif FTB might take that into account.

    Is that why I did not receive a 1099-G?

    -----

    Even if so, arguably, the state cannot know (I don't think) if I subsequently filed an amended 1040 where I switched to itemized deductions.

    But that's hypothetical, since I did __not__ file an amended 1040, nor did I switch to itemized deductions.

    --
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  • From Alan@21:1/5 to Joe User on Sun Mar 12 14:26:16 2023
    On Sunday, March 12, 2023 at 12:17:51 AM UTC-8, Joe User wrote:
    Am I missing form 2022 1099-G from Calif?

    Yes, CA should have issued the 1099-G.


    If so, do I really need it? Or can I e-file federal and Calif tax returns without having it physically?

    You don't need it.


    IIRC, we no longer need to "attach" 1099s to tax returns, especially if we e-file. Right?

    You never attach forms when you e-file. If you filed a paper return, you are supposed to attach any form that has income tax withheld.


    Even so, is it prudent for me to request a "replacement" 1099-G, just to CYA?

    Don't waste your time.


    -----

    Facts....

    In 2022, I e-filed 2021 tax returns that reported a refund on the Calif tax return, form 540 line 97.

    But I applied the entire refund to the 2022 estimated tax, form 540 line 98.

    Nevertheless, I would expect a 1099-G, even though I did not physically receive payment.

    -----

    OTOH, I took the federal standard deductions. So any state refund should have no consequence. Right?

    And since the Calif tax return includes a copy of the federal tax return, I suppose the Calif FTB might take that into account.

    Is that why I did not receive a 1099-G?

    -----

    Even if so, arguably, the state cannot know (I don't think) if I subsequently filed an amended 1040 where I switched to itemized deductions.

    But that's hypothetical, since I did __not__ file an amended 1040, nor did I switch to itemized deductions.

    --

    --
    << ------------------------------------------------------- >>
    << The foregoing was not intended or written to be used, >>
    << nor can it used, for the purpose of avoiding penalties >>
    << that may be imposed upon the taxpayer. >>
    << >>
    << The Charter and the Guidelines for submitting posts >>
    << to this newsgroup as well as our anti-spamming policy >>
    << are at www.asktax.org. >>
    << Copyright (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From Joe User@21:1/5 to Alan on Sun Mar 12 16:36:25 2023
    On Sunday, March 12, 2023 at 11:30:04 AM UTC-7, Alan wrote:
    Yes, CA should have issued the 1099-G.

    Alan, thanks so much for your response.

    I had meant to check ftb.ca.gov and post what I learned sooner.

    According to ftb.ca.gov (*):

    ``You received this form because __both__ of the following happened:
    - You claimed state income tax payments as an itemized deduction on Schedule A of your Federal Income Tax Return for the tax year listed in Box 3
    - You received a refund, credit, or offset of $10 or more``

    Conversely (actually contrapositively), since __both__ did not happen (I did not itemize deductions in 2021), I should not expect a 1099-G.

    Either way, your response reassures me that I do not need to pursue this further.

    Thanks again.


    -----
    (*) https://www.ftb.ca.gov/file/personal/income-types/information-returns-1099.html

    --
    << ------------------------------------------------------- >>
    << The foregoing was not intended or written to be used, >>
    << nor can it used, for the purpose of avoiding penalties >>
    << that may be imposed upon the taxpayer. >>
    << >>
    << The Charter and the Guidelines for submitting posts >>
    << to this newsgroup as well as our anti-spamming policy >>
    << are at www.asktax.org. >>
    << Copyright (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)