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3596 cummins code

3596-2026

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The document is the Paid Preparer's Due Diligence Checklist for the California Earned Income Tax Credit (EITC) for the tax year 2020. It outlines the requirements and questions that tax preparers must address to ensure compliance when preparing Form FTB 3514, which is necessary for claiming the EITC. The checklist includes sections on preparer information, due diligence requirements, eligibility certification, and record retention obligations, emphasizing the importance of accurate documentation and taxpayer interviews.

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Click ‘Get Form’ to open the 3596 in the editor.
Begin by entering the taxpayer's name(s) as shown on their tax return at the top of the form.
In Part I, fill in the preparer's name and PTIN. Ensure that you check the appropriate box for your license type and provide your license number.
Answer the due diligence questions (questions 2-8) by selecting 'Yes' or 'No' based on your assessment of the taxpayer's eligibility for the California Earned Income Tax Credit.
In Part II, confirm eligibility for claiming EITC and provide explanations where necessary. Document any relevant information provided by the taxpayer.
Finally, certify that all answers are true and complete before submitting. Make sure to keep a copy of this form along with any supporting documents for record retention.

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