1. AARP State Meeting
CA-2

2. Statewide Volunteer Program
Mark Callahan
Statewide Volunteer Program
Coordinator

3. Duck Books

4. Duck Books Continued
All areas submitted request via a single
spreadsheet
We expect to start mailing the middle of
December
We’ve put the AARP page link to the Duck Book
on forms list page on our web site (ftb.ca.gov)
540 Books will be mailed as soon as they are
available in the same numbers as the Duck Books
except where reduced or none were requested on
the spreadsheet

5. E-versions of publications will be available on the
FTB web site (ftb.ca.gov) mid December

6. Forms Ordering Procedure
2333V-CA is online at
Fill in the form and submit
Your order can be sent directly to the Volunteer
Coordinator mailbox and processed from there

7. List of items available on the web

8. Fill out the form with your information

9. Mailing instructions are in the middle of the form
Currently, you need Reader version 10.x to save the form on the desktop.

11. California Earned Income Tax Credit (EITC)
The CA EITC is "refundable," meaning that you will receive a refund if the amount of the credit is greater than the tax you owe
This credit is available to California households with adjusted gross income of less than $6,718 if there are no qualifying children, less than $10,088 if there is one qualifying child, or less than $14,162 if there are two or more qualifying children
Maximum credit amounts are $214 with no qualifying children, $1428 with one qualifying child, $2358 with two qualifying children, and $2653 with three or more qualifying children

12. California Earned Income Tax Credit (EITC)​
There are important differences between the California EITC and its federal counterpart
Unlike the federal EITC, income from self-employment cannot be used to qualify for the California credit
The CA EITC requires earned income reported on a W-2 form, such as wages, salaries, and tips, which must be subject to California withholding
You must file a state tax return, even if you do not owe any tax or are not otherwise required to file

13. California Earned Income Tax Credit (EITC)​
You, your spouse, and any qualifying children must each have a social security number issued by the Social Security Administration that is valid for employment.
You must file using the single, married/registered domestic partner (RDP) filing jointly, or head of household filing status
The “married/RDP filing separately” status may not be used.
Your principal residence must be in California for more than half the tax year

14. California Earned Income Tax Credit (EITC)​
FTB 3514, California Earned Income Tax Credit, must be completed and filed with return to claim credit
The credit amount, if you qualify, is on line 23 of the 540 2EZ, line 75 of the 540 return, line 82 of the 540NR (short) and line 85 of the 540NR (Long)
Taxpayers who would like to file returns to claim EITC are being encouraged to use the Volunteer Program to prepare those returns

15. FTB Contact Information
Volunteer Hotline –
Volunteer Hotline hours: 8:00 A.M.- 4:00 P.M.
Local Contact –

16. Questions?

17. Thank you for volunteering! California Volunteers Make the Difference