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

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STATE OF CALIFORNIA
BOND INTEREST MS F310
FRANCHISE TAX BOARD
PO BOX 1998
RANCHO CORDOVA CA 95741-1998
Interest and Interest-Dividend Payment Reporting Requirement Letter
The law requires you to report payments of interest or interest-dividends on federally tax-exempt non-
California municipal bonds during 2011 to the California Franchise Tax Board (FTB). (Revenue and
Taxation Code (R&TC) Section 18639)
The filing requirement applies whether a bond is held directly by an individual or partnership through
a mutual fund, a money market fund, a unit investment trust, or other financial investment vehicle.
You must report payments of interest income on a per bond basis, as well as payments of
interest dividends on a per shareholder basis to the FTB by
.
June 1, 2012
The law requires you to inform payees by
that you are reporting this information to
January 31, 2012,
the FTB.
You must report payments if:
Aggregate payments are $10 or more.
Payments are made to individuals or partnerships with a California address.
If you choose not to submit a file under this reporting requirement, complete the information below,
check the box next to the reason that applies, and return this page in the enclosed envelope to:
BOND INTEREST MS F310
FRANCHISE TAX BOARD
PO BOX 1998
RANCHO CORDOVA CA 95741-1998
Name of Clearing Firm:
I do not have a filing requirement.
I am providing the requested
Address:
information through a clearing firm.
Telephone: (
)
-
Other. Please explain:
FTB 4800 MEO (REV 10-2011) PAGE 1

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