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Recently I have had two clients receive 2016 1099-G's on overpayments pertaining to the 2014 income tax year. In both circumstances the 2014 overpayment was applied to the 2015 income tax year as credits toward 2015 income taxes (i.e. refunds were not made). Also the returns were timely filed by the extended due date in October 2015.
I called FTB practitioner's hotline and the explanation from the FTB is as follows: Because the the FTB did not complete processing the 2014 return until 2016, the FTB is issuing a 2016 1099-G based on the date of processing.
This explanation seems incorrect. Has anyone had a similar experience? Who did they talk to to resolve the matter. In both of theses circumstances the overpayments are over $100,000.