Get 2024 Form 199 California Exempt Organization Annual Information Return

The 2024 Form 199 California Exempt Organization Annual Information Return is a crucial document for organizations that seek to maintain their tax-exempt status in California. Completing this form accurately online is essential to ensuring compliance with state regulations and providing transparency about your organization's activities and finances.

Follow the steps to complete the form online efficiently.

1. Click 'Get Form' button to access the form and open it in the online editor.
2. Enter the taxable year at the top of the form. This should reflect '2024' for this return.
3. Fill in the organization name in the designated field. Ensure it matches the official name registered with the state.
4. Provide the corporation or organization number. This is a unique identifier assigned by the state of California.
5. Input the organization's Federal Employer Identification Number (FEIN) to identify your organization for tax purposes.
6. Complete the address section with the street address, city, state, zip code, and, if applicable, foreign country information.
7. Answer the questions regarding the organization's status, such as whether it is the first return or if there have been changes. This information is crucial for the filing process.
8. In Part I, complete the gross receipts and other financial data. This includes gross sales from various sources, contributions received, and other relevant figures.
9. Calculate total gross receipts and ensure that it meets the filing requirement test. This step is vital to determine if further information is required.
10. Complete Part II if your organization has gross receipts over $50,000. Enter all required financial details as instructed.
11. Proceed to fill out the Schedule L for the balance sheet section if applicable, rounding off your organization’s assets and liabilities.
12. Review all entries for accuracy and completeness. Check for any required signatures or additional documentation.
13. Once completed, save your changes and choose to download, print, or share the form as necessary.

Start filling out the 2024 Form 199 online today to ensure your organization stays compliant.