Form 592 PDF Details

Understanding the complexities of tax withholding for both residents and nonresidents in California is crucial, and Form 592 plays a significant role in this process. Serving as the California Withholding Statement for the 2021 tax year, this form outlines the requirements and due dates for submitting withheld taxes. Key components include identifying the type of income subject to withholding—ranging from payments to independent contractors, trust distributions, rents, or royalties, to distributions to domestic nonresident shareholders. It is designed for withholding agents who need to report the total tax withheld from payees, excluding backup withholding, and provides guidance on calculating the total withholding amount due. The form demands detailed information from the withholding agent, including business name, contact details, and the total number of payees. With deadline options including April 15, June 15, September 15, and January 15 of the following year, and specific sections for prior year distributions and elective withholding choices, the form emphasizes timely compliance and accurate reporting. Additionally, Form 592 underlines the importance of properly declaring withheld amounts, offering a structured method for withholding agents to navigate through the intricacies of tax reporting and payment submission in California, ultimately emphasizing accuracy, compliance, and responsibility in fiscal matters.

QuestionAnswer
Form NameForm 592
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namescalifornia state tax form, form 592, 592, how to ca 592

Form Preview Example

TAXABLE YEAR

Resident and Nonresident

 

 

 

 

CALIFORNIA FORM

 

 

 

 

2021

Withholding Statement

 

 

 

 

592

 

 

 

 

 

 

 

 

 

 

Amended:• □

Prior Year Distribution • □

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Due Date: •

□ April 15, 2021

 

□ June 15, 2021

□ September 15, 2021

□ January 15, 2022

 

 

 

 

 

 

 

 

 

 

Part I Withholding Agent Information

 

 

 

 

 

 

 

 

Business name

 

 

 

 

 

 

□ SSN or ITIN □ FEIN □ CA Corp no. □ CA SOS file no.

 

 

 

 

 

 

 

 

 

First name

 

Initial

Last name

 

 

 

Telephone

 

 

 

 

 

 

 

 

 

 

Address (apt./ste., room, PO box, or PMB no.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see instructions.)

 

 

 

 

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Number of Payees

 

 

 

 

 

 

 

 

 

 

Part II Type of Income

 

 

 

 

 

 

 

 

Check all that apply. •

 

 

 

 

 

 

 

 

A □ Payments to Independent Contractors

D□ Distributions to Domestic Nonresident

F □ Elective Withholding

B □ Trust Distributions

 

Partners/Members/Beneficiaries/

 

G□ Elective Withholding by Indian Tribe

 

S Corporation Shareholders

 

 

 

 

 

 

 

 

 

 

C □ Rents or Royalties

E □ Estate Distributions

 

I □ Other______________________

Part III Tax Withheld

1Total tax withheld from Schedule of Payees, excluding backup withholding

(Side 2 and any additional pages) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ◾ 1

2 Total backup withholding (Side 2 and any additional pages) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ◾ 2

3 Add line 1 and line 2. This is the total amount of tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ◾ 3

4 Amount of prior payments not previously distributed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ◾ 4

5 Amount withheld by another entity and being distributed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ◾ 5

6 Add line 4 and line 5. This is the total amount of payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ◾ 6

7Total Withholding Amount Due. Subtract line 6 from line 3. Remit the withholding payment with

Form 592-V, along with Form 592. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ◾ 7

.

.

.

.

.

.

.

Sign

Here

Preparer’s Use Only

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 form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than withholding agent) is based on all information of which preparer has any knowledge.

Print or type withholding agent's name

Telephone

 

 

Withholding agent's signature

Date

▶

 

Print or type preparer’s name

Preparer's PTIN

 

 

Preparer's signature

Date

▶

 

Preparer’s address

Telephone

 

 

7081213

Form 592 2020 Side 1

Withholding Agent Name: ______________________________________ Withholding Agent TIN:__________________

Schedule of Payees (Enter business or individual name, not both.)

 

 

 

 

 

 

 

PRINT CLEARLY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Business name

 

 

 

 

 

 

 

 

 

□ FEIN

□ CA Corp no. □ CA SOS file no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First name

 

 

 

 

 

Initial

Last name

 

 

 

 

SSN or ITIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address (apt./ste., room, PO box, or PMB no.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see instructions.)

 

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total income

 

 

 

 

 

 

 

 

□ If backup withholding, check the box.

Amount of tax withheld

 

 

 

.

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Business name

 

 

 

 

 

 

 

 

 

□ FEIN

□ CA Corp no. □ CA SOS file no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First name

 

 

 

 

 

Initial

Last name

 

 

 

 

SSN or ITIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address (apt./ste., room, PO box, or PMB no.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see instructions.)

 

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total income

 

 

 

 

 

 

 

 

□ If backup withholding, check the box.

Amount of tax withheld

 

 

 

.

 

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Business name

 

 

 

 

 

 

 

 

 

□ FEIN

□ CA Corp no. □ CA SOS file no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First name

 

 

 

 

 

Initial

Last name

 

 

 

 

SSN or ITIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address (apt./ste., room, PO box, or PMB no.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see instructions.)

 

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total income

 

 

 

 

 

 

 

 

□ If backup withholding, check the box.

Amount of tax withheld

 

 

 

.

 

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Business name

 

 

 

 

 

 

 

 

 

□ FEIN

□ CA Corp no. □ CA SOS file no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First name

 

 

 

 

 

Initial

Last name

 

 

 

 

SSN or ITIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address (apt./ste., room, PO box, or PMB no.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see instructions.)

 

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total income

 

 

 

 

 

 

 

 

□ If backup withholding, check the box.

Amount of tax withheld

 

 

 

.

 

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Side 2 Form 592 2020

7082213

How to Edit Form 592 Online for Free

Dealing with PDF files online is actually very easy using our PDF editor. You can fill out 592 ftb form here with no trouble. We are dedicated to providing you the best possible experience with our tool by consistently adding new functions and improvements. Our editor has become even more intuitive thanks to the most recent updates! Currently, working with PDF files is a lot easier and faster than before. Starting is simple! What you need to do is take the next basic steps directly below:

Step 1: Access the PDF form inside our editor by clicking the "Get Form Button" in the top section of this page.

Step 2: This editor gives you the capability to change almost all PDF documents in a variety of ways. Modify it with customized text, correct existing content, and place in a signature - all possible within minutes!

With regards to the blanks of this precise form, here is what you need to do:

1. While submitting the 592 ftb form, ensure to incorporate all needed blank fields within the associated part. It will help hasten the work, allowing for your details to be handled without delay and correctly.

Writing part 1 of nonresident withholding statement

2. Just after finishing this step, go to the next part and fill out all required details in these fields - Total backup withholding Side, Add line and line This is the, Amount of prior payments not, Amount withheld by another entity, Add line and line This is the, Total Withholding Amount Due, Form V along with Form, Our privacy notice can be found in, Under penalties of perjury I, Print or type withholding agents, Sign Here, Withholding agents signature, Print or type preparers name, Telephone, and Date.

Stage # 2 of completing nonresident withholding statement

Be extremely careful while completing Print or type withholding agents and Under penalties of perjury I, because this is the section where a lot of people make mistakes.

3. The next stage is usually easy - complete all of the empty fields in Print or type preparers name, Preparers Use Only, Preparers signature, Preparers address, Preparers PTIN, Date, Telephone, and Form Side to complete the current step.

Preparers address, Telephone, and Print or type preparers name in nonresident withholding statement

4. The fourth subsection comes with the next few fields to look at: Withholding Agent Name, Schedule of Payees Enter business, FEIN CA Corp no CA SOS file no, PRINT CLEARLY, First name, Initial Last name, SSN or ITIN, Address aptste room PO box or PMB, City If you have a foreign address, State, ZIP code, Total income, Business name, First name, and If backup withholding check the.

Tips on how to fill in nonresident withholding statement step 4

5. Finally, this final subsection is what you need to complete before submitting the document. The blank fields at this stage are the next: First name, Initial Last name, SSN or ITIN, Address aptste room PO box or PMB, City If you have a foreign address, State, ZIP code, Total income, Business name, First name, If backup withholding check the, Amount of tax withheld, FEIN CA Corp no CA SOS file no, Initial Last name, and SSN or ITIN.

nonresident withholding statement writing process described (part 5)

Step 3: Before obtaining the next stage, it's a good idea to ensure that all blanks are filled in the right way. Once you are satisfied with it, click “Done." Sign up with FormsPal right now and instantly get access to 592 ftb form, ready for download. Each edit you make is conveniently preserved , letting you change the form at a later time as needed. When you use FormsPal, you'll be able to fill out documents without worrying about information incidents or data entries being shared. Our secure software helps to ensure that your personal information is stored safely.

Form 592 isn’t the one you’re looking for?

Related Documents