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kenbb
10-30-2006, 12:16 PM
This is an update to my situation that I had posted about a while back. Basically, my former employer withheld money from my wages, ostensibly for payroll taxes, but never sent that money to the state. Now the FTB wants me to pay tax on income I earned from that employer, even though I have paid it.

The legal crux of the matter revolves around one basic fact: the employer never registered with EDD as an employer. This means that there is no possible way for him to make any of my payroll tax payments. Even though he did provide me with a W2 (for 2005) showing payroll deductions, the number he used for the state employer ID (box 15) was invalid, therefore the FTB will not accept the W2 as proof of tax being withheld - note that the FTB finally explained this to me: if that number was valid, they would then accept the W2 as proof.

So now the only legal proof FTB will accept, other than a legal statement from the employer (yeah right?) is an end of year payroll check stub. Unfortunately (but not unexpected) the employer refused to give me stubs when he paid me (which was always by direct deposit), and he also refuses to provide me with copies of any of my pay stubs, as required by law.

I have filed a payroll fraud complaint with EDD. They appear to be the only state agency that can legally do anything in a situation like this. Unfortunately, that was 6 months ago.

I had a long, and somewhat heated, discussion with the FTB taxpayer advocate (http://www.ftb.ca.gov/aboutftb/taxpayer_advocate/index.html) - who eventually explained the part about the W2 to me. I asked if there was anyway to appeal my case before a judge, or someone of authority. He said no, the FTB does not take people to court (they only take your money :-( ). He also said that my only recourse was to pay my tax bill, then file for a refund. But, unless I had that proof, I would still be in the same situation.

Okay, so that's where I'm at. Basically sitting around waiting for EDD to do their audit, while trying to keep the FTB at bay.

Moral of the story: ALWAYS get a paystub when you are paid, and make sure it is valid.

I did want to thank those people who responded back to the original thread: pattymd, joe916, turbowray, Megan, and anyone else who I might have missed. You really did provide me with some great advice and pointers, if not moral support.

Pattymd
10-30-2006, 01:28 PM
The legal crux of the matter revolves around one basic fact: the employer never registered with EDD as an employer. This means that there is no possible way for him to make any of my payroll tax payments. Even though he did provide me with a W2 (for 2005) showing payroll deductions, the number he used for the state employer ID (box 15) was invalid, therefore the FTB will not accept the W2 as proof of tax being withheld - note that the FTB finally explained this to me: if that number was valid, they would then accept the W2 as proof.

Ah, now I see. That was information we didn't have before (I don't think). What a jerk. And a thief. :mad:

kenbb
10-30-2006, 02:16 PM
Ah, now I see. That was information we didn't have before (I don't think). What a jerk. And a thief. :mad:

Sorry, it probably got buried along with all of the other details I had to sort through.

Interestingly enough, I just spoke to an auditor with EDD. He told me the best thing to do was to file for UI. Silly me, I figured that since I voluntarily quit, why should I bother. But by filing, this may force EDD to get payroll statements from him. Also, at the suggestion of my brother (a tax attorney with the DOJ, In TX, not in CA) I called SSA to have them also investigate.

At which point I would love to be a fly on the wall to watch when all of these people converge on this company.

BSPCPA
10-30-2006, 08:25 PM
kenbb: I asked if there was anyway to appeal my case before a judge, or someone of authority, the FTB said no...

California taxpayers have both protest and appeal rights. However, if you do not (or did not) file your written protest/appeal in a timely manner, your "formal" protest/appeal options may be limited.

All of that having been said, I have handled many cases just like yours and found these matters are usually very easily and quickly resolved -- particularly if the company is still in business. Call the FTB Taxpayer Advocate again. See if you get a different representative that is more understanding of your situation.

Also, consider contacting the DLSE http://www.dir.ca.gov/dlse/dlse.html CA law provides that if your employer does not furnish you with pay stubs as required by law, you can recover up to $4,000 (more in some cases) http://law.onecle.com/california/labor/226.html

Good Luck!

kenbb
10-30-2006, 09:32 PM
Also, consider contacting the DLSE http://www.dir.ca.gov/dlse/dlse.html CA law provides that if your employer does not furnish you with pay stubs as required by law, you can recover up to $4,000 (more in some cases) http://law.onecle.com/california/labor/226.html


I have sent the employer a request for the pay stubs (via certified mail w/ return receipt). The deputy labor commissioner I spoke with suggested I do that first. I am just waiting for the 21 days to pass before filing the actual complaint with DLSE.

On a side note: I have an administrative hearing with the DLSE scheduled for December - yes for the same employer, but this time for not paying my final wages. Can I include the new complaint (for the pay stubs) in this hearing? I also noticed that I have the right to subpoena the employer for any documents I might need. Could I request my pay stubs this way? Just a thought.

Thanks for the help. Good to finally hear from someone who has been through something similar.

turbowray
10-30-2006, 09:36 PM
That I would do poster, it sounds like solid advise! Can you take this guy to court, and have it court ordered to hand over the paystubb? Did you file for unemployment? I would love to hear if they deny or accept your claim!! Please continue to keep us posted, we are all eagerly awaiting for this scum bag to get what he deserves! So sorry this happened to you once again, you will provide us, and other posters with this valuable example of why to ask for paystubbs every time you get a check!

Megan Ross Hutchins
10-31-2006, 01:23 PM
Yes, you can subpoena your pay stubs through the DLSE. I recommend you do so.

turbowray
10-31-2006, 03:44 PM
Yes, you can subpoena your pay stubs through the DLSE. I recommend you do so.

Thanks Megan! I hope the poster gets on it right away! ;)

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