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March 22, 2024
Question

Calif. state form 3526 and it says I need to enter all or part of the amount on 4c but no more than the amount on 4b. What advice can you give me on this?

  • March 22, 2024
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March 22, 2024

Taxpayers use form FTB 3526, Investment Interest Expense Deduction, to figure the amount of investment interest expense deductible for the current year and the amount, if any, to carry forward to future years.

For line 4 instructions, check: Page 2 FTB 3526 Instructions 

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