Get 2016 Form 1067b -- Group Nonresident Return Payment Transfer Request. 2016 Form 1067b -- Group

Filling out the 2016 Form 1067B is an essential process for transferring tax payments between group and individual accounts. This guide provides clear and detailed steps to assist users in completing the form accurately and efficiently.

Follow the steps to successfully complete the form

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin by filling in the business entity or corporation name and address at the top of the form. This is crucial as it identifies the group filing for the request.
3. Enter the Federal Employer Identification Number (FEIN) and, if applicable, the California Secretary of State (SOS) file number. These numbers are essential for processing your request.
4. Specify the taxable year by entering the year in the designated field.
5. Select only one of the options regarding the payment transfer. You can either move payments from the group to the individual account or vice versa. Make sure to check the appropriate box.
6. Record the original payment amount reduced and total amount to be transferred to the group in the given spaces.
7. List the name of the individual whose payments are being transferred, along with their Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) and complete address.
8. Indicate the prior year transfer status and the amount of payment for each quarter for the taxable year. Include any extension payments, ensuring all totals are calculated accurately.
9. Complete the totals section, ensuring all values are summed correctly to reflect total payments.
10. An authorized individual must sign the form, printing their name, title, and date. Ensure that they provide a contact telephone number.
11. Once all fields are accurately filled, save your changes and prepare the document for submission.
12. Fax or mail the completed form separately from the return to the specified address or fax number provided on the form.

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