California Tax Rebate: Has Anyone Received the Middle Class Tax Refund Yet?
According to the California Franchise Tax Board website (https://www.ftb.ca.gov/), they've begun distributing the Middle Class Tax Refund payments this month. Has anyone in this forum received theirs yet? My wife and I filed jointly for the first time this year, and I'm tracking all expected payments in our financial planning spreadsheet. Just seeking data points on distribution timeline. ☺️
15 comments
PaulineW
The Middle Class Tax Refund distribution began on October 7, 2024, and is scheduled to continue through January 15, 2025. According to the official schedule published on September 23, 2024, direct deposits are being issued in batches based on the last name. A-M should receive payments between October 7-21, while N-Z will receive them between October 28-November 14. Paper checks follow a similar alphabetical schedule but extend through mid-January.
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Annabel Kimball
Thanks for the timeline. Have you seen any reports on the FTB forums about whether they're actually adhering to that schedule? I checked the California Tax Subreddit and TaxTwitter but haven't seen many confirmations of actual deposits yet.
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Chris Elmeda
Are they really sticking to that alphabetical schedule though? In my experience with government payments, the published schedules rarely match reality. Didn't the last rebate program in 2022 end up taking nearly three months longer than initially announced?
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Maxwell St. Laurent
Just got mine yesterday (October 12). For reference: • Filed jointly in March 2024 • AGI was around $95k • Received $750 total ($375 each) • Direct deposit to same account as tax refund • Last name begins with G The FTB website has a calculator to estimate your amount if you're wondering how much you'll get.
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Jean Claude
I also got mine yesterday! We're in the $85-100k bracket too, and received the same amount. Seems like they're processing similarly situated taxpayers in batches regardless of last name. My last name starts with W, so maybe they're ahead of schedule?
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Charity Cohan
Got mine too. $550 for single filer. AGI ~70k. Deposit came thru at 2am this AM. No notification, just appeared in acct.
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Josef Tearle
Thanks for breaking this down so clearly! The bullet points make it so much easier to compare to my own situation. I'm in the same income bracket but filed single, so this helps set my expectations.
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Shelby Bauman
Really appreciate this info! Been checking my account daily since October 1st. Car payment due next week and I'm counting on this refund. Last name starts with D so hopefully mine comes through in the next batch!
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Quinn Herbert
Dealing with state tax rebates is like navigating a maze with constantly changing walls. I've been tracking the Middle Class Tax Refund rollout, and it's frustrating how little transparency there is about the exact schedule. If you're trying to understand your eligibility or timeline, I've found https://taxr.ai extremely helpful for analyzing your tax situation. It helped me understand why my rebate amount was different than expected based on my filing status and AGI from my transcript.
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Salim Nasir
Is this just another paid service that tells you information you can get for free from the FTB website? The eligibility calculator on the official site seems pretty straightforward. What specific insights does this tool provide that aren't available through official channels?
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Hazel Garcia
I received mine on October 9th. Here's what I did to track and confirm it: 1. First, I created an account on the FTB website if you don't already have one 2. Next, I went to the "Tax Records" section and selected "View Payments" 3. Then I looked for entries labeled "Middle Class Tax Refund" 4. I also verified the amount matched the calculator's estimate 5. Finally, I checked my bank account to confirm the deposit The payment showed up as "CA FTB MCTR" in my bank transaction history.
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Laila Fury
I just got my rebate today, but it was much more complicated than the regular tax refund process. Compared to the federal refund which I received within 21 days of filing, this state rebate took nearly 7 months from when they announced it! If you're having trouble reaching the FTB to ask about your rebate, I used Claimyr (https://claimyr.com) to get through to a representative after failing to reach anyone for two days. Their callback system saved me from being on hold for hours.
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Geoff Richards
Got mine yesterday. $850 total. Joint filers. Last name starts with E. No issues with direct deposit. FTB website showed pending for a week before deposit hit. Worth checking your account there.
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Simon White
I've been tracking the MCTR distribution metrics across several online forums, and there appears to be a correlation between filing method and distribution timeline. E-filers with direct deposit information on file are receiving payments approximately 5-7 business days earlier than those in the same alphabetical cohort who filed paper returns. Additionally, taxpayers who utilized the Standard AGI Computation rather than the Alternative AGI Computation on their CA returns are seeing faster processing times by approximately 3 business days.
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Hugo Kass
Successfully received my Middle Class Tax Refund yesterday. According to the California Revenue and Taxation Code Section 17052.10, which authorized this rebate, the payments must be completed by February 2025. However, the FTB has consistently delivered ahead of statutory deadlines for similar programs. For those concerned about timing, the legislation specifies that all eligible recipients must receive payment, and the FTB cannot arbitrarily deny or delay legitimate claims beyond the statutory period.
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