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2023 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut

2023 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut-2025

2023 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut Preview on Page 1

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The document provides instructions for California Form FTB 3525, which serves as a substitute for federal Forms W-2 and 1099-R when these forms are not received or are incorrect. It outlines the necessary information to be filled out, including personal details, estimated income, and reasons for the absence of the required forms. The document emphasizes the importance of attempting to obtain the correct forms from employers before using FTB 3525 and warns of potential penalties for improper use.

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How to use or fill out 2023 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut

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Click ‘Get Form’ to open it in the editor.
Begin by entering your first name, middle initial, and last name in the designated fields.
Input your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) accurately.
Fill in your complete address including street number, apartment or suite number, city, state, and ZIP code.
In the provided space, enter the taxable year for which you are submitting this form.
Provide your employer's or payer's name and address details as required.
Estimate and enter the amounts for wages, tips, state income tax withheld, and any other relevant financial information in the respective fields.
Attach any supporting documents that validate your estimates such as pay stubs or statements.
Finally, sign and date the form to certify its accuracy before submission.

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Are 2023 W-2 Forms available?

Agencies may access and print W-2s via the Reporting Center. The 2023 W-2s will be available under the Financial Reports menu. Employees have the option to receive (and print) their W-2 electronically via the Employee Personal Page (EPP). Also, employees will be able to import their 2023 W-2 information into TurboTax.

Do I need to attach a 1099 to a California tax return?

You need to file a 1099 in California if the recipient of the income is a California resident or part-year resident, or if the source of the income reported on the 1099 form was within California.

Do I need to attach 1099 to state tax return?

Some states require you to send them a copy of the 1099 forms you filed with the IRS. Other states dont require you to send a copy because they participate in the Combined Federal/State Filing Program (CF/SF). The CF/SF Program was created to simplify information returns filing.

Should the 1099-R be attached to a tax return?

Youll most likely report amounts from Form 1099-R as ordinary income on line 4b and 5b of the Form 1040. The 1099-R form is an informational return, which means youll use it to report income on your federal tax return. If the form shows federal income tax withheld in Box 4, attach a copy Copy Bto your tax return.

Do I attach 1099-R to California return?

Yes, California requires 1099 filing. However, since California participates in the CF/SF program, the IRS will automatically share the completed federal 1099 Forms with the state agency.

What form do I use for California estimated tax for 2023?

Use Form 540-ES, Estimated Tax for Individuals, and the 2023 California Estimated Tax Worksheet, to determine if you owe estimated tax for 2023 and to figure the required amounts.

What is a substitute for a 1099 R?

IRS will also send you a Form 4852, Substitute for Form W-2 or Form 1099-R. Alternatively, after contacting the IRS you may print Form 4852 (PDF), from the IRS website and use it to file your tax return.

What do I attach to my California tax return?

Make sure you: Sign your tax return. If youre filing a joint return both people must sign the return. Make sure your name, address, and social security number(s) are correct. Check your math. Attach a copy of your federal return (if not using form 540 2EZ) Attach a copy of your W-2. File your original return, not a copy.

2023 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut-2025

Here's how it works

How to use or fill out 2023 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut

Complete this form in 5 minutes or less

Got questions?

Are 2023 W-2 Forms available?

Do I need to attach a 1099 to a California tax return?

Do I need to attach 1099 to state tax return?

Should the 1099-R be attached to a tax return?

Do I attach 1099-R to California return?

People also ask

What form do I use for California estimated tax for 2023?

What is a substitute for a 1099 R?

What do I attach to my California tax return?

Related links

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2023 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut-2025

Here's how it works

How to use or fill out 2023 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut

Complete this form in 5 minutes or less

Got questions?

Are 2023 W-2 Forms available?

Do I need to attach a 1099 to a California tax return?

Do I need to attach 1099 to state tax return?

Should the 1099-R be attached to a tax return?

Do I attach 1099-R to California return?

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People also ask

What form do I use for California estimated tax for 2023?

What is a substitute for a 1099 R?

What do I attach to my California tax return?

Related links

Try more PDF tools