Get Ca Ftb 3525 2022

Filing the CA FTB 3525 is essential for individuals who have not received their federal Form W-2 or Form 1099-R from their employers or payers. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to complete the CA FTB 3525 online.

1. Click ‘Get Form’ button to obtain the CA FTB 3525 form and open it in your editor.
2. In the first section, enter your first name, middle initial, and last name as they appear on your identification.
3. Provide your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). Ensure the number is correct to avoid delays.
4. Fill in your address, including the number and street name, apartment or suite number, city, state, and ZIP code.
5. Enter the taxable year for which you are reporting the missing or incorrect Form W-2 or Form 1099-R.
6. Provide the name and address of your employer or payer, including city, state, and ZIP code.
7. If known, include the Federal Employer Identification Number (EIN) of your employer or payer.
8. Report any state income tax withheld (if applicable) in the corresponding field.
9. Enter the total amount of wages, tips, or other compensation you received before any deductions.
10. Indicate the amount of State Disability Insurance withheld, if applicable.
11. Complete the section for nonqualified plans, if relevant to your circumstances.
12. Provide the gross distribution amount for qualified plan distributions, such as IRAs or pensions.
13. Identify the taxable amount for qualified plan distributions in the designated field.
14. Enter any capital gain amount included in the taxable plan distributions.
15. If you have any additional information to report, use the 'Other' section.
16. Briefly describe how you estimated the amounts reported in items 7 through 15 and attach supporting documents like your last pay stub.
17. Explain the reason why you did not receive your federal Form W-2 or Form 1099-R and describe your efforts to obtain the form.
18. Date the form and provide your signature to declare the information is true, correct, and complete.
19. Once you have filled out the form, you have the option to save changes, download, print, or share the completed document.

Ensure your tax documents are filed correctly by completing the CA FTB 3525 online today!