Form Ftb 4800 Meo C1 - Federally Tax-Exempt Non-California Bond Interest And Interest-Dividend Payment Information Media Transmittal Page 2

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Interest and Interest-Dividend Information Returns
The due date for furnishing information returns for payments of interest or interest-dividends made
during the 2012 tax year is June 1, 2013. Provide this information to FTB separately from the other
interest or interest-dividend information returns that are due by February 28, 2013.
For assistance with creating your data file, see the Customer Service Assistance information on
PAGE 4.
You can submit the files electronically using Secure Web Internet File Transfer (SWIFT). To set up a
new SWIFT account for bond interest, email your request to bondintswift@ftb.ca.gov and provide
the following information to create your new account:
1. Company name and address
2. Business contact (name, email address, and telephone)
3. Technical contact (name, email address, and telephone)
The SWIFT account that you set up for bond interest is separate from the SWIFT account that you set
up for your other 1099 files.
We also accept CDs. For larger files, we accept ZIP files that are correctly formatted.
Modifications to Internal Revenue Service (IRS) Publication 1220 Specifications
The format specifications for reporting interest and interest-dividend payments to FTB are similar to
IRS specifications for 1099-B reporting in IRS Publication 1220. Exceptions to IRS specifications for
bonds and funds are listed below:
Bonds
● Use 1099-B format to record earnings on each state or local government bond. Report the
income as if it were taxable for federal purposes. A return is due for each bond on which
interest was paid.
● Enter payment amounts in positions 55-66 of the payee "B" record. Right-justify, zero-fill.
● Enter the required CUSIP number in positions 556-568. Left-justify, blank-fill.
● Enter the issuer or security name in positions 569-607. Left-justify, blank-fill.
Funds
● Use 1099-B format to record earnings from mutual funds, money market funds, and unit
investment trusts. Report the income as if it were taxable for federal purposes.
● Use a separate "A" record for each fund reported. Use positions 40-42 of the "A" record to
report the percentage of mutual fund portfolio income distribution attributable to bonds issued
by California, Puerto Rico, Guam, and the Virgin Islands, rounded to the nearest whole number
(e.g., 25.4 percent would be reported as 025; 25.5 percent would be reported as 026; 99.5
percent would be reported as 100).
● Enter payment amounts in positions 55-66 of the payee "B" record. Right-justify, zero-fill.
● Enter the required CUSIP number of the fund in positions 556-568. Left-justify, blank-fill.
FTB 4800 MEO C1 (REV 10-2012) PAGE 2

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