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i went through all this last year and got my tax refund eventually but when i filed my taxes this year it was all messed up because of the previous withholding. make sure u keep ALL the paperwork from this process for ur next tax return. the ftb sent me a weird form that i had to give my tax guy.
Great point about tax implications. The refunded money isn't considered taxable income for the year you receive it back, but you'll likely receive a 1099-G adjustment form that needs to be included with your next tax filing to show the correction to the previous year's withheld amount. This prevents double-reporting of the income.
Just want to add that you should also request a written confirmation when you call EDD to request the Release of Withhold. Ask them to email or mail you documentation showing they've initiated the release process. This gives you proof if FTB claims they never received anything from EDD. I learned this the hard way when my case got lost in the system for 3 months because there was no paper trail. Having that written confirmation saved me when I had to escalate to supervisors at both agencies.
This is such good advice! I've been burned by government agencies "losing" paperwork before. When I call EDD tomorrow, I'll definitely ask for written confirmation that they've sent the release to FTB. Do you know if they can email this confirmation, or do they only do regular mail? I'm worried about mail getting lost too since the postal service has been unreliable lately.
I went through this exact same situation last year and won my appeal! Here's what really helped me beyond what others have mentioned: 1. Create a simple timeline document showing your employment dates, major events, and termination. This helped me stay focused during questioning. 2. If you have any coworkers who witnessed your termination conversation or know about the budget cuts, ask them to write a brief statement confirming what they heard/knew. Even if they can't attend the hearing, their written statements can be submitted as evidence. 3. Check your email for ANY communication from HR or management about company layoffs, budget issues, or restructuring around the time you were let go. Sometimes there are company-wide emails that support your case. 4. Bring a copy of your unemployment application and any correspondence with EDD so you can reference what you originally submitted vs. what they're claiming you didn't provide. The fact that you have that text from your manager about budget cuts is HUGE - that's contemporaneous evidence that supports your case. You've got this! The judges want to see that you're being honest and that you qualify for benefits. Stay calm, be organized, and stick to the facts.
This is such great advice! I never thought about asking coworkers for written statements - that's brilliant. I actually do remember there was a company-wide email about "restructuring due to financial constraints" sent out about a week before I was let go. I'm going to dig through my email tonight to find it. The timeline document idea is really smart too because I tend to get flustered when people ask me dates and specifics. Thank you for taking the time to share all these tips - it's giving me so much more confidence going into this hearing!
I just wanted to add something that helped me during my appeal hearing - bring a simple one-page summary of your case that you can reference if you get nervous. I wrote down the key facts: employment dates, reason for termination, and what evidence I had to support each point. Also, if your hearing is by phone or video, test your connection beforehand and have a backup plan. My original hearing got delayed because of technical issues on EDD's end, which added to the stress. One thing that surprised me was that the judge asked about my efforts to find new work since being terminated. Even though your denial was about work history, they might still ask about job search activities, so be prepared to briefly mention what you've been doing to look for work. The judges I've dealt with (I had to appeal twice for different issues) were actually pretty fair and patient. They're not trying to trick you - they just need to verify the facts. You sound well-prepared with all the advice from everyone here. Good luck!
This is really helpful advice! I hadn't thought about preparing a one-page summary - that's such a good idea since I know I'll probably get nervous and might forget important details. The technical backup plan is smart too. I've been keeping a basic job search log since I was terminated, so I should be able to answer questions about that if they come up. It's reassuring to hear that the judges are generally fair and patient. Thank you for sharing your experience!
I went through something similar about 6 months ago - second interview out of nowhere with that same vague "potentially disqualifying" language. It's so stressful when they don't give you any specifics! In my case, it turned out my employer had disputed my claim saying I was fired for misconduct, when I had actually been laid off due to budget cuts. The interview was basically EDD giving me a chance to tell my side of the story. Based on what you've shared about your situation with the manager pushing extra responsibilities and the ultimatum, it sounds like your employer might be claiming you quit voluntarily. The good news is that if you can show you were essentially forced out (which it sounds like you were), that's considered "good cause" for leaving. One thing that really helped me was writing down specific examples beforehand - dates, what was said, who was present, etc. The interviewer asked very detailed questions and I was glad I had everything organized. Also, don't be afraid to take your time answering - it's better to think through your response than to rush and potentially say something that doesn't help your case. You've got this! The fact that they're giving you the interview means they want to hear your side before making any decisions.
This is really reassuring to hear from someone who went through the same thing! The fact that your employer disputed your layoff as misconduct and you were still able to get it sorted out gives me hope. I'm definitely going to spend tonight writing down every detail I can remember - dates, conversations, who was there when things were said. You're right about taking time to answer too, I tend to ramble when I'm nervous so I'll try to slow down and think before speaking. Did you end up keeping your benefits after the interview?
Yes, I did keep my benefits! The interview went well once I was able to explain the situation clearly. The key was showing that my employer's version of events wasn't accurate. In your case, with the age-related comments and being forced into an impossible situation (take on duties outside your job description or face a PIP), you have a really strong case for "constructive dismissal" - that's when an employer makes working conditions so unreasonable that you have no choice but to resign. Make sure to emphasize that you tried to resolve things through proper channels (HR) before it escalated. The interviewer will likely ask why you didn't just accept the PIP instead of resigning, so be ready to explain how the situation had become untenable. Good luck with your interview - sounds like you're preparing really well!
I'm going through something very similar right now - got the same vague "potentially disqualifying" notice for a second interview with zero explanation. It's so frustrating when they leave you completely in the dark! Reading through all these responses has been really helpful though. I had no idea that employers could contest claims or that there were so many different reasons they might call you back. My situation is a bit different (got laid off but now wondering if my employer reported it differently), but the advice about documenting everything and being prepared for specific questions is spot on. I'm definitely going to spend time this weekend organizing all my paperwork and writing down a timeline like others suggested. @Camila Jordan - the fact that you mentioned age-related comments from your manager makes your case even stronger. That plus being forced to choose between taking on duties outside your job description or facing a PIP sounds like textbook constructive dismissal. You should definitely mention both of those things in your interview. Wishing you the best of luck - it sounds like you're preparing really thoroughly!
@Anna Stewart Thanks for the encouragement! It s'oddly comforting to know I m'not the only one dealing with this right now - the vague potentially "disqualifying language" really does add unnecessary stress when you re'already worried about your benefits. Your advice about organizing paperwork is spot on. I ve'been putting together that timeline everyone mentioned and it s'actually helping me remember details I had forgotten, like specific dates when my manager made those age-related comments. I m'curious about your layoff situation - have you been able to figure out what your employer might have reported differently? I m'wondering if there s'a way to find out what they told EDD before the interview, or if we just have to wait and see what questions they ask. Either way, sounds like we re'both in good hands with all the helpful advice from this community. Good luck with your interview prep too!
something else i forgot to mention, u can actually use the money network app on ur phone to check if money was deposited before the card even arrives. u just cant access it till u get the physical card. the app is actually pretty good, way better than the old BofA one.
Just wanted to add that if you're really tight on timing with bills, you might want to ask your landlord or utility companies if they can give you a few extra days. Many are understanding about EDD delays, especially since this Money Network card transition has been causing confusion for a lot of people. I had to do this last year and most were pretty reasonable about it. Also, once you do get the card, you can use it like a debit card at ATMs or stores if you need cash immediately while waiting for bank transfers to process.
That's really solid advice about talking to landlords and utility companies! I never thought about mentioning the EDD card transition specifically - that gives a legitimate reason for the delay that they might be more understanding about. And you're right about using it as a debit card right away, that could definitely help bridge the gap while waiting for bank transfers. Thanks for sharing your experience with this!
Carmella Popescu
I'm dealing with something similar right now - got a disqualification notice three days ago and have been calling nonstop with no luck. Reading through all these responses is giving me hope though! I'm going to try the 8:01 AM calling strategy tomorrow and also look into Claimyr as a backup. The assembly member contact idea is brilliant too - I never would have thought of that. Quick question for those who got through - when they review your case, are they able to fix simple errors on the spot or do you usually have to file a formal appeal? My notice also says "conflicting information" but doesn't specify what, so I'm hoping it's just a miscommunication that can be cleared up quickly. Thanks everyone for sharing your experiences, it's really helpful to know I'm not alone in this!
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Leila Haddad
•From what I've seen in similar cases, they can often fix simple errors right on the call without needing a formal appeal - especially if it's just a miscommunication or data entry issue. The determination interviewer can update your record immediately if they see the problem is something straightforward like conflicting dates or wage amounts that don't match up between what you reported and what your employer submitted. However, if it's a more complex eligibility issue, they might need to schedule a new interview or have you submit additional documentation. The key is getting to that determination interviewer who can actually access your full file and interview notes - regular reps can only see basic account info. Good luck with your 8:01 AM call tomorrow!
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Miguel Diaz
I'm in the exact same boat right now - got my disqualification notice last Friday and have been calling every day since with zero luck getting through. It's so frustrating when you just need someone to explain what went wrong! I'm going to try all the strategies mentioned here - the 8:01 AM calling, Claimyr as backup, and definitely contacting my assembly member's office. One thing I'm curious about - has anyone had success getting their disqualification reversed once they finally spoke to someone? I'm worried that even if I get through and understand what the "conflicting information" was, I might still be stuck with the disqualification. The stress of not knowing what I did wrong or if it can even be fixed is honestly worse than the endless busy signals. Thanks to everyone sharing their experiences and tips - this thread is giving me hope that there's actually a path forward!
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