Get 2022 Form 199 - Exempt Organization Annual Information Return. 2022 Form 199 - Exempt Organization

The 2022 Form 199 is essential for exempt organizations in California to report their annual information accurately. This guide offers step-by-step instructions to help you navigate and complete the form online with confidence.

Follow the steps to successfully fill out the 2022 Form 199 online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editing tool.
2. Enter the taxable year at the top of the form, selecting '2022' as applicable.
3. Fill in your organization’s name, address, and corresponding identifying details such as PMB number, city, state, and zip code.
4. Indicate if this is a first return, amended return, or final information return by checking the appropriate box.
5. Complete Part I, which covers receipts and revenues. Record your gross sales, contributions, and any other relevant financial details.
6. Calculate total gross receipts and provide necessary computations in the respective fields.
7. In the expenses section, detail your organization's total expenses and disbursements by completing the designated lines.
8. Complete Part II if your organization’s gross receipts exceed $50,000 or if it is a private foundation, including specific income and expense details.
9. Fill out the balance sheet section for assets and liabilities, ensuring all entries are accurate.
10. Sign and date the form, including preparer's information if applicable. Confirm whether the FTB may discuss this return with the preparer.
11. Finally, save your completed form, download a copy for your records, and print or share as necessary.

Get your documents filed online now for a smooth submission process!