| 1. | | What is the difference between Form 1099G and Form 1099INT? |
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| | | Form 1099G: The Department of Revenue issues this form to you as an informational statement for your records. It reports all refunds the department issued to you in 2007. If we issued refunds for more than one tax year, they are reported on separate Form 1099Gs.
Form 1099INT: The Department of Revenue issues this form to inform you of interest the department paid you in 2007.
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| 2. | | I didn't receive Form 1099G/Form 1099 INT. What should I do? |
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| | | You are not required to attach these forms issued by the Department of Revenue to the federal or state returns. If you know the correct amounts, you can complete your return without them. If you don't know the amounts, you should call the Tax Services Unit for assistance at 503-378-4988 or 1-800-356-4222 (toll-free from an Oregon prefix). |
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| 3. | | I received a 1099G from you. Is this a refund that you are planning to send me? |
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| | | No, this is a record of a refund that has already been issued to you in 2007. |
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| 4. | | The department didn't send me a refund check. Instead, I applied the money to my next year's estimated tax. Why did you send me Form 1099G? |
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| | | We issued the refund to you, and based on your instructions, we applied the money to your estimated tax account. This does not change the fact that a refund was issued to you, so we are required to report the refund on Form 1099G. |
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| 5. | | You used my refund to pay another account. I didn't get any money back. |
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| | | We issued the refund to you. Even though it was applied to an outstanding account, we are required to report it as a refund you were entitled to receive. If your refund was applied to income tax for another year, you should follow instructions for federal Schedule A, line 5, or call the Internal Revenue Service for assistance. |
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| 6. | | Do I have to pay tax on the amount reported on Form 1099G or Form 1099INT? |
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| | | Form 1099G: You may need to report some or all of the refund shown on Form 1099G on your federal return if you itemized last year. To figure how much to report, complete the worksheet included in your federal booklet for line 10 of federal Form 1040. For more information, you may need to contact the Internal Revenue Service.
You will subtract the Oregon refund you include on line 10, federal Form 1040, on line 15 of your Oregon Form 40.
Form 1099INT: Interest is taxable to both federal and Oregon. You will need to report the income on your returns.
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| 7. | | Form 1099G says you are reporting this to the IRS. Why do I have to report it on my return? |
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| | | Because the refund may be taxable, you need to determine the taxable amount and include it in the income you report on your federal return when you file it. |
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| 8. | | I never received the refund check. |
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| | | Call the Tax Services Unit for assistance at 503-378-4988 or 1-800-356-4222 (toll-free from an Oregon prefix). |
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| 9. | | I filed jointly last year, but my spouse received the refund. We are filing separately this year. Who should report it? |
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| | | Call the Internal Revenue Service for assistance. |
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| 10. | | I think the Form 1099G/Form 1099INT amount is wrong. |
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| | | Call the Tax Services Unit at 503-378-4988 or 1-800-356-4222 (toll-free from an Oregon prefix). We will send you a corrected Form 1099G/Form 1099INT for you to keep with your records. You should use the correct amount when you file your return. |
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| 11. | | Will you send a copy of the corrected Form 1099G/Form 1099INT to the Internal Revenue Service? |
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| | | Yes, we will send a corrected form to you to keep with your records and the corrected information to the IRS. You won't need to send a copy to the IRS unless they request it from you. |
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| 12. | | Form 1099G doesn't show the federal identification number for the Department of Revenue. My return preparation software is requesting it. |
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| | | The federal identification number is 93-6001960. |
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13.
| | I received a 1099G from you. Does the amount of refunds shown on the 1099G include the kicker refund I received in 2007? |
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| | | Yes. The amount of tax shown on the 1099G includes the amount of your kicker refund. If your kicker refund was used to pay off a debt or for a donation, you are still considered to have received the refund.
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