Get Ca Ftb 3525 2024-2026

Filling out the CA FTB 3525 form online is an essential process when you have not received the necessary federal Form W-2 or Form 1099-R from your employer or payer. This guide provides clear, step-by-step instructions to help you accurately complete the form and fulfill your tax obligations.

Follow the steps to successfully complete your CA FTB 3525 form.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred format.
2. Fill in your first name, middle initial, and last name in the designated fields.
3. Enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) in the appropriate section.
4. Provide your complete address, including number and street, apartment or suite, city, state, and ZIP code.
5. Indicate the taxable year for which you are reporting the estimated income in the specified space.
6. Enter the name, address, city, state, and ZIP code of your employer or payer.
7. If known, enter the federal employer identification number.
8. Report the state income tax withheld, if any.
9. Provide details of wages, tips, or other compensation before tax deductions.
10. Indicate the state disability insurance withheld, if applicable.
11. Fill out any amounts related to nonqualified plans and qualified plan distributions, as well as any other details as necessary.
12. Attach supporting documents, such as your last pay stub, to substantiate your estimated amounts.
13. Provide a brief explanation for why the federal Form W-2 or Form 1099-R was not provided, along with your efforts to obtain it.
14. Sign and date the form to certify the accuracy of the information presented.
15. Finally, review your completed form. Save changes, download a copy, print it, or share it as needed.

Begin completing your CA FTB 3525 form online today to ensure compliance with your tax requirements.