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592-F) SSN or ITIN FEIN CA Corp no. CA SOS file no. Address (apt./ste., room, PO box, or PMB no.) City (If you have a foreign address, see instructions.) State ZIP code Daytime telephone number Part II Payee Information Name of payee SSN or ITIN FEIN CA Corp no. CA SOS file no. Address (apt./ste., room, PO box, or PMB no.) City (If you have a foreign address, see instructions.) State ZIP code Part III Type of Income Subject to Withholding. Check the applicab.

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How to fill out the CA FTB 592-B online

This guide provides a detailed overview of the CA FTB 592-B form, specifically designed for reporting resident and nonresident withholding tax. Whether you are an experienced user or new to tax forms, our step-by-step instructions will help you complete this document efficiently and accurately.

Follow the steps to complete your CA FTB 592-B form online.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. In Part I, enter the withholding agent's information. Fill in the name of the withholding agent, their SSN or ITIN, and choose the appropriate identification type (FEIN, CA Corp no., or CA SOS file no.). Include the complete address and a daytime telephone number.
  3. Proceed to Part II to provide the payee's information. Enter the payee's name and their SSN or ITIN, selecting the proper identification type if applicable. Make sure to fill in the payee’s complete address.
  4. In Part III, identify the type of income subject to withholding by checking all applicable boxes. Review the options available to make sure all relevant income types are documented.
  5. For Part IV, report the total income subject to withholding in line 1, then enter the total resident and/or nonresident tax withheld in line 2. Lastly, note any backup withholding in line 3 if applicable.
  6. Once all sections are completed and reviewed, you can save changes, download, print, or share your filled out CA FTB 592-B form as needed.

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Entering contributions From the Input Return tab, go to State & Local ⮕ IN Credits. In the top right corner, click 529 Credit. Make the entries in the appropriate boxes.

Domestic nonresident partners are calculated a withholding tax of 7.0% of distributions, corporations have a 8.84% withholding rate, and nonresident foreign partners calculate a withholding tax of 12.3% of income.

by Intuit• 2• Updated 10 months ago Go to the Input Return tab and select State & Local. Select Part-Yr./Nonres. ... Enter 1 in 1=592-B, 2=593. Complete the applicable information in the Withholding Agent section. ... Scroll to the Withholding (Form 592-B) section and enter the Total amount subject to withholding.

Use Form 592-B to report to the payee the amount of payment or distribution subject to withholding and tax withheld as reported on Form 592, Resident and Nonresident Withholding Statement, Form 592-PTE, or Form 592-F, Foreign Partner or Member Annual Withholding Return. Complete a separate Form 592-B for each payee.

Use Form 592-B to report to the payee the amount of payment or distribution subject to withholding and tax withheld as reported on Form 592, Resident and Nonresident Withholding Statement, Form 592-PTE, or Form 592-F, Foreign Partner or Member Annual Withholding Return. Complete a separate Form 592-B for each payee.

Here's where you enter or import your 1099-B in TurboTax: Open or continue your return. Navigate to the 1099-B section: TurboTax Online/Mobile: Go to 1099-B. ... Follow the onscreen instructions. ... On the following screens, answer the questions about your 1099-B. ... If you need to add another 1099-B, select Add investments.

Forms 1095-B and 1095-C are for your records only, as the IRS doesn't need any details from them. We'll ask a few questions about your health care coverage after you finish entering your deductions and credits in TurboTax.

If you expect to itemize deductions on your California income tax return, you can claim additional withholding allowances. Use Worksheet B to determine whether your expected estimated deductions may entitle you to claim one or more additional withholding allowances.

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