Franchise Tax Board (FTB):
- FTB 669 - Internet Filing Instructions, Information Returns
- FTB 3601 - Transmittal of Annual 1098, 1099, 5498, W-2G Information
- FTB 4092 - Media Filing Application
- FTB 4092A - Internet Filing Application, Information Returns
- FTB 4201 - Information Reporting Requirements for California Businesses
- FTB 4201RE - 1099 Reporting for Real Estate Commissions
- FTB 4201RT - Resource Tool for Real Estate Commissions
- FTB 4227A - Guide to Information Returns Filed with California
- FTB 6274 - Request for Waiver From Filing Information Returns on Cartridge, Diskette, or CD
- FTB 6274A - Request for Extension to File Information Returns on Cartridge, Diskette, or CD
- FTB 8305 - Reporting Requirements for Forms 1098, 1099, 5498, W-2G
Internal Revenue Service (IRS):
- Publication 1220 - Specifications for filing Forms 1098, 1099, 5498, and W-2G; General Instructions for Forms 1098, 1099, 5498, and W-2G.
- Form W-9 - Request for Taxpayer Identification Number and Certification
The IRS prepares a list of vendors who support electronic or magnetic media filing. IRS Publication 1582, Information Return Vendors List, contains the names of service bureaus that will produce or submit files electronically or on prescribed types of magnetic media. It also contains the names of vendors who provide software packages for payers who wish to produce electronic files or magnetic media on their own computer systems. The list is compiled as a courtesy and in no way implies IRS or FTB approval or endorsement.