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California Free Printable 2020 form 199 California Exempt Organization Annual Information Return for 2021 California Exempt Organization Annual Information Return

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Exempt Organization Annual Information Return
2020 form 199 California Exempt Organization Annual Information Return

TAXABLE YEAR 2020 California Exempt Organization Annual Information Return Calendar Year 2020 or fiscal year beginning (mm/dd/yyyy) Corporation/Organization name FORM Additional information. See instructions. PMB no. City State Foreign country name Foreign province/state/county A First return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E F G H Zip code Foreign postal code □ Yes □ No I Did the organization have any changes to its guidelines not reported to the FTB? See instructions. . . . . . . . . . . . . . . □ Yes J If exempt under R&TC Section 23701d, has the organization IRC Section 4947(a)(1) trust . . . . . . . . . . . . . . . . . . . . . . . . . . □ Yes □ No engaged in political activities? See instructions. . . . . . . . . . □ Yes Final information return? K Is the organization exempt under R&TC Section 23701g? . . □ Yes □ Dissolved □ Surrendered (Withdrawn) □ Merged/Reorganized If “Yes,” enter the gross receipts from nonmember sources . . $ Enter date: (mm/dd/yyyy) ____ / _____ / _______ L Is the organization a limited liability company? . . . . . . . . . . □ Yes Check accounting method: (1) □ Cash (2) □ Accrual (3) □ Other M Did the organization file Form 100 or Form 109 to report Federal return filed? (1) □ 990T (2) □ 990PF (3) □Sch H (990) taxable income? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . □ Yes (4) □Other 990 series N Is the organization under audit by the IRS or has the IRS Is this a group filing? See instructions. . . . . . . . . . . . . . . . . □ Yes □ No audited in a prior year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . □ Yes Is this organization in a group exemption . . . . . . . . . . . . . . . . □ Yes □ No O Is federal Form 1023/1024 pending?. . . . . . . . . . . . . . . . . . . . □ Yes If “Yes,” what is the parent’s name? Date filed with IRS B Amended return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D • Part I • • • • Complete Part I unless not required to file this form. See General Information B and C. Receipts and Revenues 5 6 7 8 Expenses 9 10 11 12 13 Filing Fee 14 15 16 Sign Here • □ Yes □ No • 1 2 3 4 . FEIN Street address (suite or room) C 199 , and ending (mm/dd/yyyy) California corporation number □ No • • □ No □ No • □ No • • □ No □ No □ No • • • 1 2 3 00 00 00 • 4 00 7 8 9 10 11 12 13 14 15 16 00 00 00 00 00 00 00 00 00 00 Gross sales or receipts from other sources. From Side 2, Part II, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross dues and assessments from members and affiliates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross contributions, gifts, grants, and similar amounts received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total gross receipts for filing requirement test. Add line 1 through line 3. This line must be completed. If the result is less than $50,000, see General Information B . . . . . . . . . . . . . . . . 5 00 Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 00 Cost or other basis, and sales expenses of assets sold . . . . . . . . . . . . . . . . . . . Total costs. Add line 5 and line 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total gross income. Subtract line 7 from line 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses and disbursements. From Side 2, Part II, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Excess of receipts over expenses and disbursements. Subtract line 9 from line 8 . . . . . . . . . . . . . . . . . . . . . . . . Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Use tax. See General Information K . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Payments balance. If line 11 is more than line 12, subtract line 12 from line 11 . . . . . . . . . . . . . . . . . . . . . . . . . Use tax balance. If line 12 is more than line 11, subtract line 11 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . Penalties and Interest. See General Information J. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Balance due. Add line 12 and line 15. Then subtract line 11 from the result . . . . . . . . . . . . . . . . . . . . . . . . . . . • • • • • • • • • • • Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Signature of officer Preparer’s signature Title ▶ Date Date • Telephone Check if self- • PTIN employed ▶ □ ▶ Paid Preparer’s Firm’s name (or yours, ▶ Use Only if self-employed) • Firm’s FEIN and address • Telephone May the FTB discuss this return with the preparer shown above? See instructions . . . . . . . . . . . . . . . . . . . • □ Yes □ No 3651203 Form 199 2020 Side 1 Part II Organizations with gross receipts of more than $50,000 and private foundations regardless of amount of gross receipts — complete Part II or furnish substitute information. 1 2 3 Receipts from 4 Other 5 Sources 6 7 8 9 10 11 12 Expenses 13 and 14 Disburse- 15 ments 16 17 18 Schedule L • • • • • • • Gross sales or receipts from all business activities. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross rents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross amount received from sale of assets (See Instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other income. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total gross sales or receipts from other sources. Add line 1 through line 7. Enter here and on Side 1, Part I, line 1 . . . Contributions, gifts, grants, and similar amounts paid. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Disbursements to or for members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Compensation of officers, directors, and trustees. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Rents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Depreciation and depletion (See instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other expenses and disbursements. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses and disbursements. Add line 9 through line 17. Enter here and on Side 1, Part I, line 9 . . . . . . . . . • • • • • • • • • Balance Sheet Beginning of taxable year Assets (a) (b) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 End of taxable year (c) 1 2 3 4 5 6 7 8 9 10 Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net accounts receivable . . . . . . . . . . . . . . . . . . . . . . . Net notes receivable . . . . . . . . . . . . . . . . . . . . . . . . . . Inventories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Federal and state government obligations . . . . . . . . . Investments in other bonds . . . . . . . . . . . . . . . . . . . . Investments in stock . . . . . . . . . . . . . . . . . . . . . . . . . Mortgage loans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other investments. Attach schedule . . . . . . . . . . . . . . a Depreciable assets . . . . . . . . . . . . . . . . . . . . . . . . . b Less accumulated depreciation . . . . . . . . . . . . . . . 11 Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Other assets. Attach schedule . . . . . . . . . . . . . . . . . . 13 Total assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Liabilities and net worth 14 Accounts payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Contributions, gifts, or grants payable . . . . . . . . . . . . 16 Bonds and notes payable . . . . . . . . . . . . . . . . . . . . . . . 17 Mortgages payable. . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Other liabilities. Attach schedule . . . . . . . . . . . . . . . . 19 Capital stock or principal fund. . . . . . . . . . . . . . . . . . . 20 Paid-in or capital surplus. Attach reconciliation . . . . . 21 Retained earnings or income fund . . . . . . . . . . . . . . . 22 Total liabilities and net worth . . . . . . . . . . . . . . . . . . Schedule M-1 Reconciliation of income per books with income per return Do not complete this schedule if the amount on Schedule L, line 13, column (d), is less than $50,000 1 Net income per books . . . . . . . . . . . . . . . . . . . . . . . . 2 Federal income tax . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Excess of capital losses over capital gains . . . . . . . . . 4 Income not recorded on books this year. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Expenses recorded on books this year not deducted in this return. Attach schedule . . . . . . . . . . 6 Total. Add line 1 through line 5. . . . . . . . . . . . . . . . . . Side 2 Form 199 2020 • • • 7 Income recorded on books this year not included in this return. Attach schedule . . • • • • • • • • • • • • • • • • • • • • 8 Deductions in this return not charged against book income this year. • Attach schedule . . . . . . . . . . . . . . . . . . . . . . . 9 Total. Add line 7 and line 8 . . . . . . . . . . . . . . . 10 Net income per return. Subtract line 9 from line 6 . . . . . . . . . . . . . . . 3652203 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 • (d)
Extracted from PDF file 2020-california-form-199.pdf, last modified December 2020

More about the California Form 199 Corporate Income Tax TY 2020

This form requires information of your California Exempt Organization which includes gross incomes, total payments made by the organization, and liabilities and net worth. If your organization has gross receipts that are worth more than $50,000 or are a private foundations (regardless of gross receipts amount) then Part II must be filled out.

We last updated the Exempt Organization Annual Information Return in February 2021, so this is the latest version of Form 199, fully updated for tax year 2020. You can download or print current or past-year PDFs of Form 199 directly from TaxFormFinder. You can print other California tax forms here.


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Other California Corporate Income Tax Forms:

TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
3805-Z Booklet Enterprise Zone Business Booklet
Form 100-ES Corporation Estimated Tax
Form 592-F Foreign Partner or Member Annual Return
Form 3539 (Corp) Payment for Automatic Extension for Corps and Exempt Orgs
Form 1067A Schedule Nonresident Group Return Schedule

Download all CA tax forms View all 175 California Income Tax Forms


Form Sources:

California usually releases forms for the current tax year between January and April. We last updated California Form 199 from the Franchise Tax Board in February 2021.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of California Form 199

We have a total of ten past-year versions of Form 199 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2020 Form 199

2020 form 199 California Exempt Organization Annual Information Return

2019 Form 199

2019 form 199 California Exempt Organization Annual Information Return

2018 Form 199

2018 Form 199 - California Exempt Organization Annual Information Return

2017 Form 199

2017 Form 199 - California Exempt Organization Annual Information Return

2016 Form 199

2016 form 199 California Exempt Organization Annual Information Return

Exempt Organization Annual Information Return (Fill-in) 2015 Form 199

2015 Form 199 -- California Exempt Organization Annual Information Return

Exempt Organization Annual Information Return 2014 Form 199

2014 Form 199 -- California Exempt Organization Annual Information Return

Exempt Organization Annual Information Return 2013 Form 199

2013 Form 199 -- California Exempt Organization Annual Information Return

2012 Form 199

2012 Form 199

2011 California Form 199 2011 Form 199

2011 Form 199 -- California Exempt Organization Annual Information Return


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