Get Form 3514

Filling out Form 3514 is an important step for individuals claiming the California Earned Income Tax Credit. This guide provides comprehensive, user-friendly instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete your Form 3514 online.

1. Click ‘Get Form’ button to access the form and open it in the editor.
2. Begin by entering your name(s) as shown on your tax return and your Social Security Number (SSN) at the top of the form.
3. In Part I, answer the qualifying questions regarding any prior disallowances of your federal Earned Income Credit (EIC) and your Federal Adjusted Gross Income (AGI) as indicated on federal Form 1040.
4. Proceed to Part II to report your investment income, if applicable. Ensure all figures correspond with the specific instructions provided.
5. In Part III, fill out the Qualifying Child Information. You need to complete this section if you are claiming qualifying children.
6. Provide the required details for each child, including their first name, last name, SSN, and date of birth.
7. Confirm the child's relationship to you and report the number of days they lived with you in California during the tax year.
8. In Part IV, report your California Earned Income, including wages and any specific income details required.
9. Finally, in Part V, calculate and enter the amount of California Earned Income Tax Credit based on the provided worksheets.
10. Once all sections are completed, save your changes, then download, print, or share the form as needed.

Complete your Form 3514 online today to ensure you maximize your tax benefits.