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CA Form FTB 3526 2023 free printable template

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TAXABLE YEAR2023CALIFORNIA FORMInvestment Interest Expense Deduction3526Attach to Form 540, Form 540NR, or Form 541. Name(s) as shown on tax return1SSN, ITIN, or FEINInvestment interest expense paid
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How to fill out CA Form FTB 3526

01
Obtain a copy of CA Form FTB 3526 from the California Franchise Tax Board website or request a paper form.
02
Fill in your name, address, and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) at the top of the form.
03
Indicate the year for which you are filing the form.
04
Complete the sections regarding your income according to the instructions provided, reporting all necessary amounts accurately.
05
If applicable, report any adjustments or credits in the designated sections of the form.
06
Review your entries for accuracy and completeness to ensure there are no errors.
07
Sign and date the form at the bottom to certify the information provided is correct.
08
Submit the form either electronically through the Franchise Tax Board's website or mail it to the appropriate address provided in the instructions.

Who needs CA Form FTB 3526?

01
Individuals or households in California seeking to claim a refund of excess state income tax withholding.
02
Residents who have overpaid their state income taxes and are eligible for a refund.
03
Taxpayers who may qualify for certain benefits or credits and need to reconcile their state tax liabilities.
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CA Form FTB 3526 is a California tax form used for reporting the tax credits for certain contributions made to qualified organizations under the California tax code.
Taxpayers who have made qualifying contributions to eligible organizations and wish to claim the associated tax credits are required to file CA Form FTB 3526.
To fill out CA Form FTB 3526, taxpayers must provide their personal information, detail the contributions made, report the amount of credit being claimed, and include any other required documentation as specified in the form instructions.
The purpose of CA Form FTB 3526 is to allow California taxpayers to claim tax credits for certain contributions made to qualified organizations, thus incentivizing charitable giving and supporting nonprofit organizations.
The information that must be reported on CA Form FTB 3526 includes the taxpayer's name and Social Security number, details of the contributions made, the names of the qualifying organizations, the dates of the contributions, and the amount of the credit being claimed.
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