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California Free Printable 2019 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profi for 2020 California Substitute for Form W-2, Wage and Tax Statement

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Substitute for Form W-2, Wage and Tax Statement
2019 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profi

TAXABLE YEAR 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. CALIFORNIA FORM 3525 Attach to original or amended Forms 540, 540 2EZ, or 540NR. 1 Your first name, middle initial, and last name 2 Your SSN or ITIN 3 Address (number and street, Apt, suite, PO box, or PMB no., city, state, and ZIP code) 4 ENTER THE YEAR IN THE SPACE PROVIDED AT THE END OF THIS STATEMENT: I notified the Internal Revenue Service that I have been unable to obtain or have received an incorrect federal Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., from my employer or payer named below. The amounts shown below are my best estimates of all wages, tips, other compensation (including noncash payments), retirement payments received, state income tax withheld, and disability insurance withheld by the employer or payer during the __________ taxable year. 5 Employer’s or payer’s name, address, city, state, and ZIP code 6 Federal employer identification number (if known) 7 State income tax withheld (include the name of the state) 8 Wages, tips, or other compensation before deductions for taxes, insurance, etc. 10 Dependent care benefits 11 Nonqualified plans 12 Gross distribution – Qualified plan distributions (IRA, pension, profit-sharing, etc.) 13 Taxable amount – Qualified plan distributions (IRA, pension, profit-sharing, etc.) 14 Capital gain (included in Box 13) 9 State Disability Insurance withheld 15 Other 16 How did you determine or estimate the amounts in items 7–15? Attach a copy of your supporting documents, such as your last pay stub or pay statement for the tax year showing the year-to-date totals. 17 Give the reason why federal Form W-2, Form 1099-R, or Form W-2c, Corrected Wage and Tax Statement, was not furnished by your employer or payer, if known. Explain your efforts to obtain the form. Sign Here To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to ftb.ca.gov/forms and search for 1131. To request this notice by mail, call 800.852.5711. Under penalties of perjury, I declare that I have examined this statement and, to the best of my knowledge and belief, it is true, correct, and complete. Date Your signature Instructions for Form 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. References in these instructions are to the Internal Revenue Code (IRC) as of January 1, 2015, and to the California Revenue and Taxation Code (R&TC). General Information Will I need to amend my tax return? Purpose If you receive a Form W-2, Form W-2c, or Form 1099-R, after your tax return is filed with form FTB 3525, and the information differs from the information reported on your tax return, you must amend your previously filed tax return. See Instructions for Filing Amended Returns in the personal income tax booklets. Use form 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., as a substitute for federal Forms W-2, W-2c, and 1099-R when your employer or payer does not give you a Form W-2 or Form 1099-R, or when your employer or payer has issued an incorrect Form W-2 or Form 1099-R. Attach form FTB 3525 to your tax return. You should always attempt to get Form W-2 or Form 1099-R from your employer or payer before contacting the Internal Revenue Service (IRS) or filing form FTB 3525. After February, you may call the IRS at 800.829.1040 if you still have not received Form W-2 or Form 1099-R. If you received an incorrect Form W-2 or Form 1099-R, you should always attempt to have your employer or payer issue a corrected form before filing form FTB 3525. Note: Retain a copy of form FTB 3525 for your records. Penalties The Franchise Tax Board will challenge the claims of individuals who attempt to avoid or evade their tax liability by using form FTB 3525 in a manner other than as prescribed. Potential penalties for the improper use of form FTB 3525 include: • Accuracy-related penalties equal to 20% of the amount of taxes that should have been paid. • Civil fraud penalties equal to 75% of the amount of taxes that should have been paid. • A civil penalty for filing a frivolous tax return or submitting a specified frivolous submission as described by the California Revenue and Taxation Code Section 19179 and Internal Revenue Code Section 6702. 8341193 FTB 3525 2019
Extracted from PDF file 2019-california-form-3525.pdf, last modified October 2019

More about the California Form 3525 Individual Income Tax TY 2019

You must attached this form to the original or amended Forms 540, 540 2EZ, or 540NR. Your personal information must be filled before submitting this form.

We last updated the Substitute for Form W-2, Wage and Tax Statement in February 2020, so this is the latest version of Form 3525, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form 3525 directly from TaxFormFinder. You can print other California tax forms here.

Other California Individual 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
Form 540-540A Instructions California 540 Form Instruction Booklet
Form 540 Schedule CA California Adjustments - Residents
Form 540 California Resident Income Tax Return
Form 540-2EZ California Resident Income Tax Return
Form 3582 Payment Voucher for Individual e-filed Returns

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 3525 from the Franchise Tax Board in February 2020.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of California Form 3525

We have a total of nine past-year versions of Form 3525 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2019 Form 3525

2019 California Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profi

2018 Form 3525

2018 Form 3525 - Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing

2017 Form 3525

2017 Form 3525 - Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing

2016 Form 3525

2016 Form 3525 Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing P

Substitute for Form W-2, Wage and Tax Statement... 2015 Form 3525

2015 Form 3525 -- Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Shari

Substitute for Form W-2, Wage and Tax Statement... 2014 Form 3525

2014 Form 3525 -- Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Shari

Substitute for Form W-2, Wage and Tax Statement... 2013 Form 3525

2013 Form 3525 -- Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Shari

2012 Form 3525

2012 Form 3525

2011 California Form 3525 2011 Form 3525

2011 Form 3525 -- Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharin


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Source: http://www.taxformfinder.org/california/form-3525