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Ftb 3526-2026

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  1. Click ‘Get Form’ to open the FTB 3526 in the editor.
  2. Begin by entering your name(s) and SSN, ITIN, or FEIN at the top of the form. This information is essential for identification.
  3. In line 1, input the investment interest expense paid or accrued during 2020. Ensure you include all relevant amounts as specified in the instructions.
  4. For line 2, enter any disallowed investment interest expense from your previous year's FTB 3526. If none, simply enter -0-.
  5. Proceed to calculate total investment interest expense on line 3 by adding lines 1 and 2 together.
  6. On line 4a, report your gross income from property held for investment. Follow this with any applicable net gains on lines 4b and 4c.
  7. Complete lines regarding investment expenses and net investment income as instructed, ensuring accuracy in calculations.
  8. Finally, review all entries for correctness before saving or exporting your completed form directly from our platform.

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