Ftb 3526-2026

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The document provides instructions for California Form FTB 3526, which is used to calculate the Investment Interest Expense Deduction for the taxable year 2021. It outlines the process for determining deductible investment interest expenses, including how to report income from property held for investment and any disallowed expenses from previous years. The form also explains the differences between California and federal tax laws regarding investment interest deductions and specifies who must file this form.

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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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