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New Member
posted Jan 27, 2020 9:28:34 PM

I am being asked a question about form 3514, and I have no idea what the form is. I looked it up and it doesn’t even apply to me. What do I do?

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23 Replies
Expert Alumni
Jan 28, 2020 1:23:59 PM

If you are certain that Form 3514 does not belong on your return, you can delete it.

 

You should be signed in and working in TurboTax:

  •  In the left-hand black menu, choose Tools.
  •  Click on Delete a Form from the window that pops up.
  •  You should now see the Review Form List. Scroll down the list and click Delete on Form 3514.
  • You may get a pop up telling you additional worksheets and forms are being deleted. Approve and click delete.
  • You should come back to the Review Form List. Scroll to the bottom and click Continue with My Return.

For more information, click here.

New Member
Feb 11, 2020 7:12:28 PM

I do not see a Tools box in the left-hand menu.  Can you be more specific

Expert Alumni
Feb 11, 2020 7:39:26 PM

Which version of TurboTax are you using?  

 

@erastusharrison

New Member
Feb 21, 2020 8:38:52 AM

I have the same issue.... and I do not see the form 3514 on the list of forms when I go to try to delete it.

Expert Alumni
Feb 24, 2020 4:05:38 PM

The Form 3514 is California Earned Income Tax Credit- it will be under the state forms.  California has some differences from the federal Earned Income Credit, so if you qualify you may have to answer additional questions.  See 2019 Instructions for Form FTB 3514.

@jfitzgerald

Level 2
Jun 11, 2020 2:42:30 PM

I have the same issue, but there's no form 3514 to delete. Can you please help us?

Expert Alumni
Jun 12, 2020 1:28:04 PM

@daning

 

First, are you a California resident? 

 

Second, how you delete forms varies according to whether you are using the Online product or the CD/download version of the software.

 

Please see the following:

 

 

*** Desktop***

1. go to View (at the top), choose Forms, and select the desired form. Note the Delete Form button at the bottom of the screen.

 

*** Online ***

1. go to Tax Tools (on the left), and navigate to Tools->Delete a form

 

2. delete form(s) 3514 down at the bottom of the list where the California forms are.

 

3. continue with your return.

 

Please let us know if this helps...

New Member
Jul 5, 2020 7:23:30 PM

I am using the desktop version and even after deleting form 3514, it doesn't stay deleted when I go to review it. After going to the forms tab I select form 3514 (which has an exclamation point next to it), click 'delete form' then I click yes I am sure. Then I saved and went back to the review and the form is incomplete again. Is there something I am doing wrong?

Expert Alumni
Jul 6, 2020 8:47:12 AM

@Shoot157

 

This sounds like you have something in your California input that is triggering the form.

 

Please open your return in TurboTax and navigate to the California interview. Proceed to the screen headed by "Take a look at California credits and taxes". Scroll down to "California Earned Income Credit under Personal, Home and family credits.

 

Click on Update (I assume that you have already been in this section), and delete or zero out any entries you made here...then go delete form 3514, and see if it stays deleted.

Level 1
Jul 12, 2020 9:32:07 PM

I have the same issue. I tried going back and looking at the California earned income credit and there was no option to zero it out. There is also no form 3514 to delete. Please help.

New Member
Oct 18, 2020 3:08:55 PM

 

I am having the same issue. I am not able to find From 3514 to delete.

I tried your steps. When I clicked California Earned Income tax credit - update, it does not open the form. This is what it says: 

 

It looks like you don't qualify for the California Earned Income Tax Credit

 

When I review the CA return - it is asking for a business code from the federal return. Where do I get the business code?

 

Thanks.

 

 

Returning Member
Mar 7, 2021 12:42:40 AM

There's no Tax Tools button on the website, have you ever used your own product?

 

The left side says:

 

Turbotax

Tax Home

Documents

 

Intuit Account

Sign Out

Returning Member
Mar 7, 2021 12:48:40 AM

Even if you do find it and delete it, it just comes back.

Expert Alumni
Mar 7, 2021 10:13:28 AM

If you have not paid for your return, delete the CA return then re-add it and start over.  Form 3514, is CA earned income tax credit.  For taxable years beginning on or after January 1, 2020, California expanded Earned Income Tax Credit (EITC) and Young Child Tax Credit (YCTC) eligibility to allow either the federal Individual Tax Identification Number (ITIN) or the Social Security Number (SSN) to be used by all eligible individuals, their spouses, and qualifying children.  If an ITIN is used, then identifying documents may need to be provided the the Franchise Tax Board.

 

 

 

New Member
May 6, 2021 2:01:51 PM

I did all of these steps and every time I continue with filing it always comes back and won’t let me go forward 

Expert Alumni
May 6, 2021 7:47:55 PM

If you qualify, the form will not go away. If the program wants more information, the form will stay.  You may have more information to enter to satisfy the program that you do or do not qualify.

  1. Go through the CA return to Take a look at CA credits and taxes.
  2. Scroll down to Personal, home and family credits
  3. Select the CA Young Child Tax Credit
  4. Start
  5. Proceed through

 

2020 Instructions for Form FTB 3514 | FTB.ca.gov states: Both your earned income and federal adjusted gross income (AGI) must be less than $56,844 to qualify for the federal credit, and less than $30,001 to qualify for the California credit. An eligible individual without a qualifying child is 18 years or older for the California credit.

 

@EcklS0629

New Member
May 12, 2021 7:20:38 PM

I need to file my 3514 form to get the golden state stimulus 

Expert Alumni
May 14, 2021 7:25:53 AM

What state are you in?

 

I hope this link helps.  2020 Form 3514 California Earned Income Tax Credit

Level 1
Jun 3, 2022 1:20:18 PM

If like me, you were stuck at the review step that kept asking you to enter business zip code, address, etc even though you don't have any, and you don't see the form 3514 under Tools->Delete Forms, please try what was suggested to me by one of their specialists. Just enter your home address and dummy information in 3514 and complete that form. Once the review says you are all good, and before you file your return, go to tools->delete forms, locate form 3514 under the state forms, and delete it. Hope that helps.

Level 1
Jul 10, 2022 7:19:47 PM

I just tried this with the 2021 desktop version.  There was no delete button at the bottom, but I was able to delete the form using the Cmd-Delete key combination.

 

New Member
Jan 24, 2023 8:07:08 AM

I do not understand why Form 3514 is attached to my CA State Tax. When I asked your rep what that form is used for, she stated "It's a tax Credit" When I asked what type of credit, she could not tell me.  I looked up what it is for and  FTB 3514 to determine whether you qualify to claim the EITC, YCTC, and FYTC, provide information about your qualifying children, if applicable, and figure out the amount of your credits. I don't have children and never entered I have dependants. I went to delete this form as per the instructions but was unable to. So, I filled out and uploaded this form, but it did not attach.  This is very frustrating as my brother filed with H & R Block the same day I did my taxes with Turbo Tax and did not experience a delay. He received a notice saying both his were accepted on Monday.  I see I still have to wait until the 26th to file and there is NOTHING I can do. 

New Member
Jan 24, 2023 8:09:02 AM

This doesn't work. I tried several times and now shows I have to wait to file. I uploaded the 3514 form from the IRS and Turbo Tax doesn't attach it.  I have no dependants and also stated that when I was filing. This is a program issue 

New Member
Jan 24, 2023 8:27:46 AM

You are the FIRST person who was able to help. I had already paid, but the form 3514 didn't attach itself until AFTER. I qualify for a tax credit due to my amount of income. I had worked part-time and didn't make a lot which qualified for a tax credit. Yet for whatever reason, that form attached itself.