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2019 california form 3525 subs... Date Your signature Instructions for Form FTB 3525 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. After February you may call the IRS at 800. 829. 1040 if you still have not received Form W-2 or Form 1099-R. attempt to have your employer or payer issue a corrected form before filing 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. 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. Use form FTB 3525 Substitute for Form W-2 Wage and Tax Statement 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. 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 Attach to original or amended Forms 540 540 2EZ or 540NR Long or Short. 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 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 13 Taxable amount Qualified plan distributions IRA pension profit-sharing etc* 9 State Disability Insurance withheld 12 Gross distribution Qualified plan distributions 14 Capital gain included in Box 13 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.

Form 4852 rev september 2020 s... Form4852(Rev. September 2020)Substitute for Form W2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or ProfitSharing Plans, IRAs, Insurance Contracts, etc.Department

California form 3525 substitut... TAXABLE YEARSubstitute for Form W2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or ProfitS haring Plans, IRAs, Insurance Contracts, etc. CALIFORNIA FORM3525Attach

California form 3525 substitut... TAXABLE YEARSubstitute for Form W2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or ProfitSharing Plans, IRAs, Insurance Contracts, etc.CALIFORNIA FORM3525Attach

1041 i form 2018 Cat. No. 51517Q Schedule I Form 1041 2018 Page 2 Enter here and on line 26. Exemption amount. Enter the amount from line 29. SCHEDULE I Form 1041 Department of the Treasury Internal Revenue Service Name of estate or trust Part I OMB No. 1545-0092 Attach to Form 1041. 25. Go to Part IV of Schedule I to figure line 52 if the estate or trust has qualified dividends or has a gain on lines 18a and 19 of column 2 of Schedule D Form 1041 as refigured for the AMT if necessary. Go to www*irs*gov/Form1041 for instructions and the latest information* Employer identification number Estate s or Trust s Share of Alternative Minimum Taxable Income. Adjusted alternative minimum taxable income see instructions. Adjusted tax-exempt interest other than amounts included on line 8. Total net gain from Schedule D Form 1041 line 19 column 1. If a loss enter -0. Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable purposes from Form 1041 Schedule A line 4. Capital gains paid or permanently set aside for charitable purposes from gross income see instructions. Capital losses computed on a minimum tax basis included on line 25. Enter as a positive amount Distributable net alternative minimum taxable income DNAMTI. Combine lines 30 through 36. If zero or less enter -0-. Income required to be distributed currently from Form 1041 Schedule B line 9. Other amounts paid credited or otherwise required to be distributed from Form 1041 Schedule B line 10 Total distributions. Add lines 38 and 39. Tax-exempt income included on line 40 other than amounts included on line 8. Tentative income distribution deduction on a minimum tax basis. Subtract line 41 from line 40. Adjusted total income or loss from Form 1041 line 17. Interest. Taxes. Reserved for future use. Refund of taxes. Depletion difference between regular tax and AMT. Net operating loss deduction* Enter as a positive amount. Interest from specified private activity bonds exempt from the regular tax. Qualified small business stock see instructions. Exercise of incentive stock options excess of AMT income over regular tax income. Other estates and trusts amount from Schedule K-1 Form 1041 box 12 code A. Electing large partnerships amount from Schedule K-1 Form 1065-B box 6. Disposition of property difference between AMT and regular tax gain or loss. Depreciation on assets placed in service after 1986 difference between regular tax and AMT. Passive activities difference between AMT and regular tax income or loss. Loss limitations difference between AMT and regular tax income or loss. Circulation costs difference between regular tax and AMT. Long-term contracts difference between AMT and regular tax income. Mining costs difference between regular tax and AMT. Research and experimental costs difference between regular tax and AMT. Income from certain installment sales before January 1 1987. Intangible drilling costs preference. Other adjustments including income-based related adjustments.

Taxhow arizona tax forms 2017 Arizona Form 1402017 Optional Tax Tables If your taxable income is less than $50,000, use the Optional Tax Tables. If your taxable income is $50,000 or more, use Tax Table X or Y. Also, if your taxable

2018 form w2g 14 State winnings City or town province or state country and ZIP or foreign postal code 15 State income tax withheld For Privacy Act and Paperwork Reduction Act Notice see the 2018 General Instructions for Certain Information Returns. 16 Local winnings File with Form 1096 17 Local income tax withheld 18 Name of locality Copy A For Internal Revenue Service Center Under penalties of perjury I declare that to the best of my knowledge and belief the name address and taxpayer identification number that I have furnished correctly identify me as the recipient of this payment and any payments from identical wagers and that no other person is entitled to any part of these payments. Signature Date Cat. No. 10138V www.irs.gov/w2g Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page Copy 1 For State City or Local Tax Department CORRECTED if checked This information is being furnished to the Internal Revenue Service Copy B Report this income on your federal tax return. If this form shows federal income tax withheld in box 4 attach this copy to your return. This is important tax information and is being furnished to the Internal you are required to file a return a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. Copy C For Winner s Records Box 1. VOID CORRECTED PAYER S name street address city or town province or state country and ZIP or foreign postal code 2 Date won OMB No* 1545-0238 4 Federal income tax withheld 1 Reportable winnings Form W-2G 3 Type of wager 5 Transaction 7 Winnings from identical wagers PAYER S federal identification number PAYER S telephone number 6 Race 8 Cashier Certain Gambling Winnings 9 Winner s taxpayer identification no. 10 Window WINNER S name 11 First I. D. 12 Second I. D. Street address including apt* no* 13 State/Payer s state identification no. 14 State winnings City or town province or state country and ZIP or foreign postal code 15 State income tax withheld For Privacy Act and Paperwork Reduction Act Notice see the 2018 General Instructions for Certain Information Returns. 16 Local winnings File with Form 1096 17 Local income tax withheld 18 Name of locality Copy A For Internal Revenue Service Center Under penalties of perjury I declare that to the best of my knowledge and belief the name address and taxpayer identification number that I have furnished correctly identify me as the recipient of this payment and any payments from identical wagers and that no other person is entitled to any part of these payments. Signature Date Cat* No* 10138V www*irs*gov/w2g Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page Copy 1 For State City or Local Tax Department CORRECTED if checked This information is being furnished to the Internal Revenue Service Copy B Report this income on your federal tax return* If this form shows federal income tax withheld in box 4 attach this copy to your return* This is important tax information and is being furnished to the Internal you are required to file a return a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported* Copy C For Winner s Records Box 1.

Ma law 112917 retroactively ta... Department of RevenueCommonwealth of MassachusettsForm 1 2017 MassachusettsResident Income Taxe l i F e / v o g . s s a MBefore using paper, considerFast Filing electronically, rather than on paper,

Personal income tax forms nm t... 2016 New MexicoPersonal Income Tax (PIT) Form Packet P.O. Box 25122, Santa Fe, New Mexico 875045122NOTE: ELECTRONIC FILERS For the 2016 tax year: BOTH FILE AND PAY your New Mexico Personal Income

Form 4972 2018 Step 4. Complete Form 4972 through worksheet to figure the entry for Form 4972 line 29. Multiple recipients of a lump-sum shared the distribution only with other trusts figure the tax on the total lump sum first. 575. Where to report. Report amounts from your Form 1099-R either directly on your tax return Form 1040 1040NR or 1041 or on Form 4972. See Net unrealized appreciation NUA later. Box 8 Other. Current actuarial value of an annuity. How Often You Can Use Form 4972 After 1986 you can use Form 4972 only once for each plan participant. Divide the amount from Form 1099-R box 8 by the percentage in box 8. Enter the result on Form 4972 line 11. If Form 1099-R box 2a is blank you must figure the taxable amount to complete Form 4972. For details see Pub. C. D. E. F.. G. Total capital gain portion of distribution. Add lines A and E. Enter here and on Form 4972 line 6. It doesn t matter if the distributions all occur in the same year or in different years. File a separate Form 4972 for each participant s Page 3 An earlier election on Form 4972 or Form 5544 for a distribution TIP before 1987 doesn t prevent you from making an election for a same participant provided the participant was under age 59 at the time of the pre-1987 distribution. When To File Form 4972 You can file Form 4972 with either an original or amended return. For an amended return you generally must file within 3 years after the date the original return was filed or within 2 years after the date the tax was paid whichever is later to use any part of Form 4972. The payer should have given you a Form 1099-R or other statement that shows the amounts needed to complete Form 4972. The following choices are available. amount in Form 1099-R box 3 you can use Form 4972 Part II to apply a 20 tax rate to the capital gain portion. See Capital Gain Election later. Form Department of the Treasury Internal Revenue Service 99 Tax on Lump-Sum Distributions 5a From Qualified Plans of Participants Born Before January 2 1936 Go to www*irs*gov/Form4972 for the latest information* Attach to Form 1040 Form 1040NR or Form 1041. Capital gain part from Form 1099-R box 3. Multiply line 6 by 20 0. 20. If you also choose to use Part III go to line 8. Otherwise include the amount from line 7 in the total on Form 1040 line 11 Form 1040NR line 42 or Form 1041 Schedule G line 1b. Be sure to check box 2 on Form 1040 line 11 or check box b on Form 1040NR line 42. Yes No 5b If you completed Part II enter the amount from Form 1099-R box 2a minus box 3. If you didn t complete Part II enter the amount from box 2a* Multiple recipients and recipients who elect to include net unrealized appreciation NUA in taxable income see instructions. Death benefit exclusion for a beneficiary of a plan participant who died before August 21 1996. Total taxable amount. Subtract line 9 from line 8. Current actuarial value of annuity from Form 1099-R box 8. If none enter -0-. Adjusted total taxable amount. Add lines 10 and 11. If this amount is 70 000 or more skip lines 13 through 16 enter this amount on line 17 and go to line 18 Subtract 20 000 from line 12.

Maryland state tax form 502 20... Do not attach check or money order to Form 502. Attach check or money order to Form IND PV. City or Town State ZIP Code REQUIRED Physical address as of December 31 2017 or last day of the taxable year for fiscal year taxpayers. See Instruction 6. Part-year residents see Instruction 26. 4 Digit Political Subdivision Code See Instruction 6 Maryland Political Subdivision See Instruction 6 Physical Street Address Line 1 Street No. and Street Name No PO Box MD City Maryland County Single If you can be claimed on another person s tax return use Filing Status 6. MARYLAND FORM OR FISCAL YEAR BEGINNING 2017 ENDING Your Social Security Number Print Using Blue or Black Ink Only RESIDENT INCOME TAX RETURN Spouse s Social Security Number Your First Name Initial Your Last Name Spouse s First Name Spouse s Last Name Current Mailing Address Line 1 Street No. and Street Name or PO Box Place your W-2 wage and tax statements and ATTACH HERE with one staple. Do not attach check or money order to Form 502. Attach check or money order to Form IND PV. City or Town State ZIP Code REQUIRED Physical address as of December 31 2017 or last day of the taxable year for fiscal year taxpayers. Do not attach Form IND PV or check/money order to Form 502. Place Form IND PV with attached check/ money order on TOP of Form 502 and mail to Payment Processing PO Box 8888. 19. 20. Taxable net income Subtract line 19 from line 18. 20. 21. Maryland tax from Tax Table or Computation Worksheet Schedules I or II. 21. TAX 23. Poverty level credit See Instruction 18. COMPUTATION 24. Other income tax credits for individuals from Part K line 11 of Form 502CR Attach Form 502CR.. COM/RAD-009 NAME Page 2 SSN INCOME 1. Adjusted gross income from your federal return.. 1b. 1c. 1d. Taxable Pension IRA Annuities Attach Form 502R.. ADDITIONS 1b. Earned income. 1a. 1c. Capital Gain or loss. 1a. Wages salaries and/or tips. 1d. 1e. Place a Y in this box if the amount of your investment income is more than 3 450. 2. Tax-exempt interest on state and local obligations bonds other than Maryland. 3. State retirement pickup.. If less than 0 enter 0. 33. 34. Total Maryland and local tax Add lines 27 and 33. 34. 35. Contribution to Chesapeake Bay and Endangered Species Fund See Instruction 20. Page 3 if MD tax is withheld and attach. 41. 2017 estimated tax payments amount applied from 2016 return payment made with an extension request and Form MW506NRS. 42. Refundable earned income credit from worksheet in Instruction 21. 43. Refundable income tax credits from Part M line 6 of Form 502CR 44. See Instruction 6. Part-year residents see Instruction 26. 4 Digit Political Subdivision Code See Instruction 6 Maryland Political Subdivision See Instruction 6 Physical Street Address Line 1 Street No* and Street Name No PO Box MD City Maryland County Single If you can be claimed on another person s tax return use Filing Status 6. Head of household Qualifying widow er with dependent child Married filing joint return or spouse had no income Dependent taxpayer Enter 0 in Exemption Box A - See Instruction 7.

2017 state amp local tax forms... MARYLAND FORMPrint Using Blue or Black Ink Only502SU2017SUBTRACTIONS FROM INCOMEATTACH TO YOUR TAX RETURNYour First NameInitialYour Last NameYour Social Security NumberSpouse\'s First NameInitialSpouse\'s

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