Get Ca Ftb 3525 2023-2026

Filling out the CA FTB 3525 form can be essential if you are unable to obtain a proper W-2 or 1099-R from your employer or payer. This guide provides step-by-step instructions for completing the form online to ensure accurate submission.

Follow the steps to fill out the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your first name, middle initial, and last name in the appropriate fields. Ensure that your name matches your tax records.
3. Provide your social security number (SSN) or individual taxpayer identification number (ITIN) in the specified section.
4. Fill in your address, including number and street, apartment or suite number, city, state, and ZIP code.
5. In the provided space, enter the taxable year for which you are submitting this form.
6. List the name, address, city, state, and ZIP code of your employer or payer who failed to provide the required tax documents.
7. If known, include the federal employer identification number (EIN).
8. Enter the state income tax withheld in the appropriate box.
9. Record your wages, tips, or other compensation before any deductions.
10. Indicate any state disability insurance withheld from your income.
11. Provide details for any dependent care benefits received, if applicable.
12. Fill out the information regarding gross distribution from qualified plans, including pensions or retirement accounts.
13. Enter the taxable amount of the distributions received during the taxable year.
14. Document any capital gain included in the taxable amount.
15. Provide details for any other relevant financial information as required.
16. Describe how you estimated the amounts for lines 7a to 15 and attach supporting documents, such as your final pay stub showing year-to-date totals.
17. Explain the reason why the federal Form W-2 or Form 1099-R was not issued, along with any efforts you made to obtain it.
18. Sign and date the form to certify that the information provided is correct, complete, and truthful.
19. Once completed, save your changes, and you may choose to download, print, or share the form as needed.

Begin completing your CA FTB 3525 form online today.