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 California Form 3525 Substitute for Form W 2, Wage and Tax Statement, or Form 1099 R, Distributions from Pensions, Annuities, Re 2023

3525 2023-2025 Form

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Video instructions and help with filling out and completing California Form 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 , California Form 3525, Substitute For Form W

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Instructions and help about California Form 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 , California Form 3525, Substitute For Form W

okay for this video i wanted to cover the irs form 4852 which is a substitute for your form w-2 or 1099-r so if you did not receive a form w-2 from your employer or did you not receive a 1099-r from the custodian that's paying out your retirement distributions you can complete this form in lieu of receiving one of those schedules so before we go through the form i want to go through some of the background as to what this form is who should be completing it and under what circumstances so first and foremost using this form is a last resort okay so when you prepare your form 1040 tax return you should always collect your w-2 from your employer if your employer doesn't provide it to you you need to try contacting them chase them down you really need to have the w-2 in front of you because the w-2 outlines your total pay how much federal income tax was coming out what your social security and medicare taxes withheld were and if there were any other adjustments for your taxa

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