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Get CA FTB 3525 2020-2023

Date Your signature Instructions for Form FTB 3525 References in these instructions are to the Internal Revenue Code IRC as of January 1 2015 and to the California Revenue and Taxation Code R TC. After February you may call the IRS at 800. 829. 1040 if you still have not received Form W-2 or Form 1099-R. attempt to have your employer or payer issue a corrected form before filing Note Retain a copy of form FTB 3525 for your records. Penalties The Franchise Tax Board will challenge the claims of individuals who attempt to avoid or evade their tax liability by using form FTB 3525 in a manner other than as prescribed. Potential penalties for the improper use of form FTB 3525 include Accuracy-related penalties equal to 20 of the amount of taxes that should have been paid. Civil fraud penalties equal to 75 of the amount of taxes that should have been paid. A civil penalty for filing a frivolous tax return or submitting a specified frivolous submission as described by the California Revenue and Taxation Code Section 19179 and Internal Revenue Code Section 6702. General Information Will I need to amend my tax return Purpose If you receive a Form W-2 Form W-2c or Form 1099-R after your tax return is filed with form FTB 3525 and the information differs from the information reported on your tax return you must amend your previously filed tax return. Use form FTB 3525 Substitute for Form W-2 Wage and Tax Statement Profit Sharing Plans IRAs Insurance Contracts etc. as a substitute for federal Forms W-2 W-2c and 1099-R when your employer or payer does not give you a Form W-2 or Form 1099-R or when your employer or payer has issued an incorrect Form W-2 or Form 1099-R. Attach form FTB 3525 to your tax return. You should always attempt to get Form W-2 or Form 1099-R from your employer or payer before contacting the Internal Revenue Service IRS or filing form FTB 3525. TAXABLE YEAR Substitute for Form W-2 Wage and Tax Statement or Form 1099-R Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts etc* CALIFORNIA FORM Attach to original or amended Forms 540 540 2EZ or 540NR Long or Short. 1 Your first name middle initial and last name 2 Your SSN or ITIN 3 Address number and street Apt suite PO box or PMB no. city state and ZIP code 4 ENTER THE YEAR IN THE SPACE PROVIDED AT THE END OF THIS STATEMENT I notified the Internal Revenue Service that I have been unable to obtain or have received an incorrect Form W-2 Wage and Tax Statement or Form 1099-R Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts etc* from my employer or payer named below. The amounts shown below are my best estimates of all wages tips other compensation including noncash payments retirement payments received state income tax withheld and disability insurance withheld by the employer or payer during the taxable year. 5 Employer s or payer s name address city state and ZIP code 6 Federal employer identification number if known 7 State income tax withheld include the name of the state 8 Wages tips or other compensation before deductions for taxes insurance etc* 10 Dependent care benefits 11 Nonqualified plans 13 Taxable amount Qualified plan distributions IRA pension profit-sharing etc* 9 State Disability Insurance withheld 12 Gross distribution Qualified plan distributions 14 Capital gain included in Box 13 15 Other 16 How did you determine or estimate the amounts in items 7 15 Attach a copy of your supporting documents such as your last pay stub or pay statement for the tax year showing the year-to-date totals.

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