Form 3514-2025

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The document provides instructions for Form FTB 3514, which is used to claim the California Earned Income Tax Credit (EITC) for the taxable year 2018. It outlines eligibility criteria, including age limits and income thresholds, as well as specific steps to determine qualification and calculate the credit amount. The document also highlights differences between California and federal tax laws regarding the EITC, and includes detailed worksheets for calculating earned income and investment income. Additionally, it addresses considerations for registered domestic partners and nonresident filers.

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Begin by entering your Federal Adjusted Gross Income (AGI) on line 1. If you have qualifying children, ensure the amount is less than $24,951; otherwise, check if it's under $16,751 without children.
Next, confirm that you and your spouse/RDP have valid Social Security Numbers (SSNs) for EITC purposes. If not, you cannot claim the credit.
Proceed to Step 2 and complete the Investment Income section. Ensure your total investment income does not exceed $3,699.
If applicable, provide details about any qualifying children in Step 3. Make sure they meet all criteria outlined in the instructions.
Complete lines related to California earned income in Step 5. This includes wages and any nontaxable combat pay if applicable.
Finally, review all entries for accuracy before submitting your completed form FTB 3514 along with your tax return.

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Versions	Form popularity	Fillable & printable
2021	4.9 Satisfied (28 Votes)
2020	4.4 Satisfied (60 Votes)
2019	4.3 Satisfied (28 Votes)
2018	4.4 Satisfied (66 Votes)
2015	4 Satisfied (38 Votes)

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Why is TurboTax asking for form 3514?

Form 3514 is the California New Jobs Credit form, used to claim a credit for hiring qualified employees in California. TurboTax helps taxpayers complete this form if they are eligible.

Who is eligible for the California Earned Income Tax Credit?

You may be eligible for a California Earned Income Tax Credit (CalEITC) up to $3,644 for tax year 2024 as a working family or individual earning up to $31,950 per year. You must claim the credit on the 2024 FTB 3514 form, California Earned Income Tax Credit, or if you e-file follow your softwares instructions.

Why would I need to file form 8862?

Form 8862, Information to Claim Earned Income Credit After Disallowance, is needed when your claim for the Earned Income Credit (EIC) has been disallowed or reduced in a previous year. The form provides the IRS with the necessary information to review your eligibility before allowing you to claim the credit.

What is the form 3514?

How to Claim the California Earned Income Tax Credit? You can claim the CalEITC by completing and submitting Form 3514 when you file state taxes. Attach the form to your California Form 540, Form 540 2EZ, or Form 540NR.

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