Form 3514-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your name(s) and Social Security Number (SSN) as shown on your tax return at the top of the form.
  3. In Part I, answer the qualifying questions regarding previous disallowances of credits by the IRS or FTB. Provide your Federal Adjusted Gross Income (AGI) and Federal Earned Income Credit amounts in the designated fields.
  4. Proceed to Part II to report any investment income, ensuring you follow the specific instructions provided.
  5. In Part III, if claiming a qualifying child, fill out their first name, last name, SSN, and date of birth. Answer questions about their age and relationship to you.
  6. Complete Part IV by entering your California earned income details and any relevant deductions or credits.
  7. Finally, review all entries for accuracy before saving or exporting your completed form for submission.

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Versions Form popularity Fillable & printable
2022 4.4 Satisfied (38 Votes)
2021 4.7 Satisfied (21 Votes)
2020 4.8 Satisfied (135 Votes)
2019 4.4 Satisfied (248 Votes)
2018 4.3 Satisfied (64 Votes)
2017 4.1 Satisfied (30 Votes)
2016 4.2 Satisfied (45 Votes)
2015 4 Satisfied (41 Votes)
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