Answered: CA Form 3514, Earned Income Credit worksheet how to calculate and print the lacerte worksheet for 3514 to show that the client isn't eligible?

SANDY1023 · ‎10-02-2021

Jack4 · ‎10-14-2021

Hi, Sandy. After reviewing this, Lacerte currently does not have a way to force Form 3514 for CA when the taxpayer does not qualify for EIC. As an alternative, you could print out the form by force-viewing it in the Forms tab (clicking on it when it's not in bold). Then attach as a PDF to the return, or use for review purposes.

I will notify our CA development staff of this to possibly include this ability in a future release.

Thank you.

View solution in original post

Jack4 · ‎10-14-2021

Hi, Sandy. After reviewing this, Lacerte currently does not have a way to force Form 3514 for CA when the taxpayer does not qualify for EIC. As an alternative, you could print out the form by force-viewing it in the Forms tab (clicking on it when it's not in bold). Then attach as a PDF to the return, or use for review purposes.

I will notify our CA development staff of this to possibly include this ability in a future release.

Thank you.

CA Form 3514, Earned Income Credit worksheet how to calculate and print the lacerte worksheet for 3514 to show that the client isn't eligible?

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