The due dilligence checklist asked if I've completed the "Tax Credit Worksheet found in the form FTB 3514 instructions, or your own worksheet that provides the same information as the form FTB 3514 worksheet?"
ProConnect doesn't appear to be generating this worksheet when looking in the Worksheets appendix.
How can I satisfy this requirement?
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When all else fails, refer to the instructions https://www.ftb.ca.gov/forms/2020/2020-3514-instructions.html
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