Get 2022 California Schedule 1067b Group Nonresident Return Payment Transfer Request. 2022 California

This guide provides a clear and supportive overview of how to complete the 2022 California Schedule 1067B Group Nonresident Return Payment Transfer Request. Designed for users with varying levels of experience, this document will assist you in accurately filling out the necessary forms online.

Follow the steps to complete your payment transfer request.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Enter the business entity or corporation's name and address in the designated field. Be sure to also provide the Federal Employer Identification Number (FEIN) associated with the entity.
3. If applicable, input the California Secretary of State file number in the provided space.
4. Specify the taxable year for which you are making the transfer request by entering the year in the 'Taxable year (yyyy)' section.
5. Select one of the two options by marking the corresponding checkbox: A. Move payments from the group to the individual account, or B. Move payments from the individual account to the group.
6. Indicate the total amount to be transferred to the group in the space provided. Also, note the original payment amount that will be reduced.
7. Input the name and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) of the individual associated with the transfer.
8. Provide the complete address of the individual listed above.
9. Select the taxpayer status based on whether they are in or out of the group. If their status has changed after the transfer, submit a revised Schedule 1067A along with this request.
10. Fill in the total estimated payments for each quarter (1 to 4) and extension payments as applicable.
11. An authorized representative must sign the form. Print their name, title, and date, and provide a contact telephone number.
12. Fax or mail the completed request to the Franchise Tax Board at the specified address. Ensure you send the request separately from the return.
13. Once completed, save your changes, download a copy of the form, print it for your records, or share it if necessary.

Begin filling out your 2022 California Schedule 1067B online today.