TAXABLE YEAR
CALIFORNIA FORM
Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R,
Distributions From Pensions, Annuities, Retirement or Profit-Sharing
19
3525
Plans, IRAs, Insurance Contracts, Etc.
For Privacy Act Notice, see form FTB 1131. Attach this form to Form 540, Form 540A, Form 540EZ, Form 540NR or Form 540X.
1 Your first name and initial
Last name
2 Your social security number
3 Address (number, street, city, state and ZIP code)
4 PLEASE FILL IN THE YEAR AT THE END OF THIS STATEMENT: I have 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), and retirement payments paid to me, and state
taxes and disability insurance withheld by this employer or payer during 19
.
5 Employer’s or payer’s name, address, state and ZIP Code
6 Federal employer identification number
7 State income tax withheld
8 Wages, tips, other compensation, or payments,
9 State Disability Insurance withheld
(if known)
(include the name of the state.)
before deductions for taxes, insurance, etc.
10 Dependent care benefits
11 Nonqualified plans
12 Gross disbributions – Qualified plan distributions
(IRA, pension, profit-sharing, etc.)
13 Taxable amount – Qualified plan distributions
14 Capital Gain (Included in Box 13)
15 Other
(IRA, pension, profit-sharing, etc.)
FTB 3525 (
1996) Side 1
COMPLETE REVERSE SIDE
REV.
16 How did you determine or estimate the amounts in items 7, 8, 9, 10, 11, 12, 13, 14, 15?
17 Give reason Form W-2, 1099-R or W-2c, Statement of Corrected Income and Tax Amounts was not furnished by employer or payer, if
known, and explain your efforts to obtain it.
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.
18 Your signature
19 Date
Side 2 FTB 3525 (
1996)
REV.