FTB 3726-2026

See details

4.8 out of 5

58 votes

The document provides instructions for California Form 3726, which is used to report Deferred Intercompany Stock Account (DISA) balances and capital gains information for corporations. It outlines the requirements for disclosing prior years' DISA information, current year DISA details, and recognized capital gains due to triggering events. The form must be attached to California Corporation Franchise or Income Tax Returns (Form 100 or 100W) and includes specific guidelines on how to complete each part of the form, including ownership percentages and distribution amounts.

Here's how it works

01. Edit your form 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 it via email, link, or fax. You can also download it, export it or print it out.

The easiest way to edit FTB 3726 in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling documents with our extensive and user-friendly PDF editor is simple. Adhere to the instructions below to fill out FTB 3726 online quickly and easily:

Sign in to your account. Log in with your credentials or register a free account to try the product before upgrading the subscription.
Import a document. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit FTB 3726. Quickly add and underline text, insert images, checkmarks, and signs, drop new fillable fields, and rearrange or delete pages from your document.
Get the FTB 3726 accomplished. Download your modified document, export it to the cloud, print it from the editor, or share it with others using a Shareable link or as an email attachment.

Make the most of DocHub, one of the most easy-to-use editors to promptly handle your documentation online!

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 is a deferred intercompany stock account?

If a Deferred Intercompany Stock Account (DISA) has been created as the result of an intercompany distribution, prior to the distribution recipients disposition of the distributors stock, the DISA will be reduced by any subsequent capital contributions that the distribution recipient makes to the distributor.

What is the California residential income tax return?

Form 540 is used by California residents to file their state income tax every April. This form should be completed after filing your federal taxes, such as Form 1040, Form 1040A, or Form 1040EZ, because information from your federal taxes will be used to help fill out Form 540.

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 3525?

FTB 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, Etc.

Try more PDF tools