Ftb 3526-2026

See details

4.8 out of 5

124 votes

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.

Here's how it works

01. Edit your form 3526 line 4e online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send ca form 3526 via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out ftb 3526 with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

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.

Start using our platform today to fill out your ftb 3526 easily and for free!

See more ftb 3526 versions

We've got more versions of the ftb 3526 form. Select the right ftb 3526 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2022	4.4 Satisfied (59 Votes)
2021	4.8 Satisfied (124 Votes)
2020	4.1 Satisfied (39 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What qualifies for investment expense deduction?

Investment expenses are your allowed deductions, other than interest expense, directly connected with the production of investment income. For example, depreciation or depletion allowed on assets that produce investment income is an investment expense.

How does California tax qualified dividends?

Dividend Tax Dividends are shares of profits paid out to a companys shareholders. They are usually associated with stocks but can vary across the different accounts that house investments. In California, all dividends are taxed as part of ordinary income.

What is California Form 3526?

Use form FTB 3526, Investment Interest Expense Deduction, to figure the amount to enter. You cannot claim California lottery losses on the CA return. If you claimed this on your federal return, you must add the amount back on the state return.

What is form 3536 for California?

Estimated Fee for LLCs ($900 $11,790) This is filed on Form 3536 and is calculated based on your California LLCs gross receipts (total revenue). The larger the gross receipts, the higher the fee. You must first submit Form 3536 by the 15th day of the 6th month after you filed your LLC.

What is the tax form 3526?

Use form FTB 3526, Investment Interest Expense Deduction, to figure the amount of investment interest expense deductible for the current year and the amount, if any, to carry forward to future years.

form 3526

Ftb 3526 instructions Ftb 3526 2022 Ftb 3526 2021 Ftb 3526 calculator Ftb 3526 turbotax How to fill out ftb 3526 Ftb 3526 pdf FTB 3526 2024

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

What is FTB 3536?

The Limited Liability Company (LLC) must estimate the fee it will owe for the taxable year and must make an estimated fee payment by the 15th day of the 6th month of the current taxable year. LLCs should use form FTB 3536, Estimated Fee for LLCs, to remit the estimated fee payment.

What triggers an FTB audit?

For the 2025 tax year, the top FTB audit triggers are late or missing entity filings (Forms 568, 100, 199), payroll errors (even for a single owner or family member), incomplete SB 253/261 climate compliance, and undisclosed out-of-state business activity.

Ftb 3526-2026

Here's how it works

How to use or fill out ftb 3526 with our platform

See more ftb 3526 versions

Complete this form in 5 minutes or less

Got questions?

What qualifies for investment expense deduction?

How does California tax qualified dividends?

What is California Form 3526?

What is form 3536 for California?

What is the tax form 3526?

Complete this form in 5 minutes or less

People also ask

What is FTB 3536?

What triggers an FTB audit?

california form 3526

Try more PDF tools