Here is the update:
We went through all of my wife's returns since she moved
from TX to CA. I immediately focused on the '00 return which
listed her CA address, but showed no state taxes withheld.

She got confirmation from her employer (the TX-> CA move was
corporate) that her official CA residency started Jan 2001,
so there should be no CA tax for '00. (Confirmed W-2 was
complete and correct)

Armed with this new info, We finally got someone on the
phone from the CA tax office and they said thank-you, this
issue is closed - and they could not get my wife off the
phone fast enough apparently.

I would prefer to have this in writing - How I can get this
issue resolved in writing so I have a record to show?

Extored, exhonerated in RWC.
Thanks,


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cocquyt[at]gmail.com wrote:

- quote -

I've been hanging back here waiting to see if anyone else
had seen a notice like this one. All the ones I have seen
had years and amounts on them.

That being said, it is obvious that the FTB has your wife in
its gunsights. If there are any unfiled returns or
outstanding tax liabilities that you know about, you should
take care of them as soon as you can. If you don't, and the
FTB catches up with you after the amnesty period has
expired, you will owe not only the tax, interest and
penalties that were already applicable, but also a new
"amnesty" penalty equal to 50% of the interest otherwise due
on the outstanding amount.

You would probably be wise to consult a local practitioner
who is familiar with the amnesty program. Even if you are
not aware of an outstanding return or liability, there may
be something that you haven't thought of, and a discussion
with a knowledgeable practitioner could help suss that out.
It's not really enough to say, well, I don't owe them
anything, so I don't need to do anything. If the FTB comes
along later and finds something you were totally unaware of,
they will still sock you with the 50% interest penalty.
There are efforts to amend the statute to limit the
application of that penalty, but no guarantee they will be
successful.

Good luck!

Katie in San Diego

The foregoing is intended for educational purposes only and
does not constitute legal or professional advice.

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My wife received a California Tax Amnesty notice:
"Our records indicate you may have a requirement to file an
income tax return"

"You must do both of the following:
1) COMPLETE AND SIGN the enclosed application and mail it
to the Franchise Tax Board by March 31, 2005
2) If you have not already done so, FILE the required
returns and PAY the tax and interest by May 31, 2005. "

She will check her previous returns - several possibilities
(moved from TX to CA 5 years ago) - married 2 years
ago...but from what I've heard other's notices include the
year in question and amount??

Getting through to an actual person on the phone there has
been impossible so far. Going to get some advice from a tax
advisor.

Sounds like CA on a fishing expedition for cash - mailng out
a million letters without specific year(s) in question is
ridiculous IMHO - or is it just some that use the "may have
a requirement" terminology?

Thanks for any tips, advice, pointers to more info.

feeling extorted in Redwood City, CA

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