FTB 3601 - TRANSMITTAL OF ANNUAL 1098, 1099, 5498, W-2G INFORMATION FOR TAX YEAR-2026

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  1. Click ‘Get Form’ to open the FTB 3601 in the editor.
  2. In Part I, complete the Transmitter Information section. Enter your FEIN and select whether this is an Original or Correction file. Fill in your current name, address, city, state, and ZIP code.
  3. Next, indicate the Information Return Type(s) by checking the appropriate boxes for forms like 1098, 1099MISC, etc. Ensure you also specify if this is a Test file.
  4. Provide totals for Payer ‘A’ Records and Payee ‘B’ Records. Double-check that these totals match your media file to avoid processing delays.
  5. Sign and date the form at the bottom of Part I. Include your title for verification.
  6. Complete the Media Characteristics section by indicating if internal header labels are used and specifying recording mode details.
  7. Finally, provide contact information for any media problems in case assistance is needed.

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