Get Form 3525

Filling out Form 3525 online can be straightforward with the right guidance. This guide will walk you through each section and field of the form, ensuring you complete it accurately and efficiently.

Follow the steps to complete the Form 3525 with ease.

1. Press the ‘Get Form’ button to acquire the form and open it in the editor.
2. Begin by entering your first name, middle initial, and last name in the designated fields.
3. Provide your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) in the next field.
4. Input your address, which includes the number and street, apartment, suite, PO box, or PMB number, followed by the city, state, and ZIP Code.
5. In the section provided, enter the year in which you were unable to obtain or received an incorrect Form W-2 or Form 1099-R from your employer, along with the details of your wages and other relevant information as best as you can estimate.
6. Fill out the employer's or payer's name, address, city, state, and ZIP Code in the corresponding fields.
7. If known, enter the Federal Employer Identification Number (EIN) of your employer or payer.
8. Specify the amount of state income tax withheld, including the name of the state.
9. Input your wages, tips, or other compensation before tax deductions.
10. Indicate the amount of State Disability Insurance withheld.
11. If applicable, provide details about any dependent care benefits received.
12. Complete the fields for nonqualified plans.
13. Fill in the amounts for gross distributions and taxable amounts for qualified plan distributions.
14. Detail how you determined or estimated the amounts in items 7 to 15. Attach supporting documents such as your last pay stub if available.
15. Explain the reason why the Form W-2 or Form 1099-R was not provided, along with your efforts to obtain it.
16. Finally, sign and date the form certifying that the information you provided is correct and complete.
17. Once you have completed the form, you can save changes, download, print, or share the form as needed.

Complete your documents online today for a smooth filing experience.