Get Ca De 999ca 2018-2026

The CA DE 999CA is a multi-agency form used for submitting an Offer in Compromise (OIC) to the California Department of Tax and Fee Administration, Franchise Tax Board, and Employment Development Department. This guide will provide clear steps to assist users in completing the form correctly and efficiently.

Follow the steps to fill out the CA DE 999CA accurately

1. Press ‘Get Form’ button to access the CA DE 999CA. This allows you to obtain and open the form in an online format.
2. Complete Section 1 by indicating which agency you are making the offer to (CDTFA, FTB, or EDD). Fill in the relevant account numbers and periods of liability.
3. In Section 2, enter your personal information accurately, including your name, Social Security Number, date of birth, and contact details. Ensure you include information for any spouse or registered domestic partner.
4. Proceed to Section 3 to provide employment or self-employment information for both yourself and your spouse or registered domestic partner, if applicable. Include the employer's details, duration of employment, and occupation.
5. In Section 4, provide details about your general financial information. Document all bank accounts, vehicles, life insurance, securities, and real property assets you own or have interests in.
6. Complete Section 5, which requires an asset and liability analysis. List all immediate assets and current liabilities to give a clear picture of your financial situation.
7. Fill out Section 6, which focuses on your monthly income and expense analysis. You must include all sources of income and itemized expenses.
8. In Section 7, summarize your gross income for the last three years, in the specified categories, to showcase your financial history.
9. Write your explanation for why your offer should be accepted in Section 8. Attach any necessary documentation to support your reasons.
10. Finally, complete Section 9, stating the offer amount you wish to make to each agency, along with any relevant signatures. Ensure to include how payments, if any, should be handled.
11. After completing the form, you can save your changes, download for printing, or share the form as necessary. Follow up with the respective agencies as outlined in the instructions.

Take action now and complete your CA DE 999CA form online to start your Offer in Compromise process.