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How to use or fill out ftb 3526 with our platform
- Click ‘Get Form’ to open the ftb 3526 in the editor.
- Begin by entering your name(s) as shown on your tax return and your SSN, ITIN, or FEIN at the top of the form.
- For line 1, input the total investment interest expense paid or accrued during 2021. This includes any amounts reported on Schedules K-1.
- On line 2, enter any disallowed investment interest expense from your previous year's FTB 3526. If none, enter -0-.
- Calculate your total investment interest expense for line 3 by adding lines 1 and 2 together.
- Proceed to lines 4a through 4f to report gross income from property held for investment and calculate net investment income.
- Complete lines related to investment expenses and deductions as instructed, ensuring accuracy in reporting.
- Finally, review all entries for correctness before saving or exporting your completed form directly from our platform.
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