SOS file number

[Minnie Car]

Turbotax doesn't allow me to file without entering SOS file number.  My property management has 9 digit SSN/TIN.   How can I complete the return without the SOS file number?

[KeshaH]

You will need to contact the state to receive the SOS file number. If one hasn't been issued yet, you'll need to mail your return.

[Minnie Car]

I was able to file with SSN/TIN from the property management company in the past.   Is SOS file number requirement for 592B form?

[DawnC]

No, it is not required; you can use the federal EIN.   You need a FEIN, CA Corp no. or CA SOS file no.    I selected FEIN on the form without error. 

There is a note highlighted on Form 592B that states the form should be disregarded if the information was already entered on the federal return.    But if you enter the withholding on the federal return, it automatically transfers to the CA return and no Form 592B is necessary.  

592B with instructions

[Minnie Car]

Thank you!  Will try that.