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How to use or fill out 2022 California Schedule 1067B Group Nonresident Return Payment Transfer Request
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Click ‘Get Form’ to open it in the editor.
Begin by entering the business entity or corporation name and address at the top of the form. Ensure that you also include the FEIN and California Secretary of State file number, if applicable.
Indicate the taxable year by filling in '2022' in the designated field.
Select one of the options regarding payment transfers: either move payments from the group to individual accounts or vice versa. If necessary, use separate sheets for additional requests.
Fill in the total amount being transferred to the group and any adjustments to original payments as required.
Provide details for each individual involved, including their name, SSN or ITIN, complete address, and taxpayer status.
Complete sections for prior year transfers and quarterly payments as needed, ensuring all totals are accurately calculated.
Finally, authorize the request by signing and printing your name, title, date, and contact information before submitting it via fax or mail as instructed.
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