2017 was the first year that I participated in the Annual Taxpayer Bill of Rights Meeting. At the time, FTB hid this meeting from the public; I found out about the meeting from a tax lobbyist that I had contacted. When I submitted the first request, FTB told me that only tax professionals were allowed to submit, which was a lie. I complained to the governor and board members about being denied my taxpayer rights and was allowed to participate.
Rather than sending one letter, I sent several emails with requests as I thought of them. There were five requests in total. The first one addressed the policy of withholding payments made via credit elect. The second was to put the correct phone number on the notices (in my opinion, if anything proves the “mistakes” was an intentional scam it was putting the wrong number on notices, which made it nearly impossible to resolve the “problem.”). The third one was to have FTB staff disclose that people could make suggestions at the ATBOR meetings. The fourth one was to conform to the IRS guidelines of not requiring a tax return to be filed if the agency believes a refund is due. The fifth was to grant extensions on income tax filings for caregivers.
Continue reading “My 2017 My Annual Taxpayer Bill of Rights Request and FTB’s Resolution — FTB Misrepresented What the Law Says and Denied State Taxpayer Rights”