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2024 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut

2024 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut-2025

2024 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 is the California Form FTB 3525, which serves as a substitute for federal Forms W-2 and 1099-R when an individual has not received or has received incorrect versions of these forms from their employer or payer. It outlines the necessary information to be provided by the taxpayer, including personal details, estimated income, and reasons for the absence of correct forms. The form must be attached to the tax return and includes instructions on how to proceed if the correct forms are later received. It also warns of potential penalties for improper use.

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How do I get my W-2 wage and Tax Statement?

Form W2: Wage and Tax Statements are mailed to your home address or routed to your department for distribution. This normally occurs by January 31st of each year. If you do not receive your Form W2 by the end of January, you should contact your Personnel/Payroll Office.

Do I need to file 1099s with the state of California?

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. Therefore, there is no need to file directly with the state.

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.

Can you file form 4852 electronically?

If you have Form 4852 (a substitute for Form W-2 or Form 1099-R), you can still e-file the return if you have the employer or payers EIN and address.

What is the CA 1099 rule?

Employees report their income on W2 forms. Independent contractors use 1099 forms. In California, if you report your income on a Form 1099, you are an independent contractor, while if you report it on a W-2 form, you are an employee.

Why did the state of California send me a 1099-MISC?

You may receive a 1099-MISC if you received at least $600 for the following: Rents. Services you performed. Prizes and awards.

Does CA require a copy of 1099-NEC?

You do not need to send copies of any other Form 1099 to the FTB. Businesses must send the FTB copies of the federal Forms 1099-NEC (it does not have to be the red copy), along with a copy of the federal Form 1096, Annual Summary and Transmittal of U.S. Information Returns.

2024 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distribut-2025

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