Over the last week, we have been hearing from tax professionals that many of their San Diego County clients are receiving balance due/penalty due notices even though they qualified for the June 17 disaster-related postponement and filed and paid the tax due by June 17. Spidell brought this issue to the FTB’s attention and the FTB confirmed these notices were sent out erroneously. The FTB has stated that due to system processing issues, these notices were generated prior to the payments being posted to taxpayer accounts.
All payments have now been posted. Therefore, the FTB is advising taxpayers and tax professionals that they can sign in to their MyFTB accounts and verify that there is no balance due. For taxpayers who indicated on their returns that they were in the San Diego County disaster area, if no balance due is showing on the taxpayer’s account, then the taxpayer and their tax professional do not need to take any further action. However, taxpayers who did not indicate on their returns that they were located in the disaster area must still contact the FTB to have any penalties abated.
An FTB Tax News Flash on this issue is available at:
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