1. CA-2

2. Mark Callahan Statewide Volunteer Program Coordinator since 1 October 2012 Availability: I will be out of the office 15 Dec - 8 Jan

3. Duck Books

4. Duck Books Continued All areas submitted request via a single spreadsheet We expect to start mailing the first week 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 www.ftb.ca.govwww.ftb.ca.gov Fill in the form and submit Your order can be sent directly to the Volunteer Coordinator mailbox and processed from there

7. ftb.ca.gov Click on “Individuals” on top bar

8. Click on “Help” in the gray box on the right

9. Click on “Free filing assistance”

10. Click on “VITA/TCE Program Coordinator & Volunteer Information” in the grey box on the right.

11. Click on “VITA TCE Partner Forms and Publications” link

12. List of items available on the web

13. Fill out the form with your information

14. Mailing instructions are in the middle of the form

16. 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 $6,580 if there are no qualifying children, less than $9,880 if there is one qualifying child, or less than $13,870 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

17. 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

18. 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

19. 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 http://calbudgetcenter.org/resources/interactiv e-how-much-will-working-families-and- individuals-benefit-from-californias-new-eitc/ http://calbudgetcenter.org/resources/interactiv e-how-much-will-working-families-and- individuals-benefit-from-californias-new-eitc/ California Earned Income Tax Credit (EITC) ​

20.  Medicaid waiver payments  E-filing previous years returns (2012, 2013, 2014 from TW)  Volunteer Hotline hours: 8:00 A.M.- 4:00 P.M.  New Head of Household Schedule, FTB 3532 takes the place of the FTB 4803e  FTB 3514 will be completed for those who qualify for CA ETIC

21. FTB Contact Information Volunteer Hotline – 1.800.522.5665 VolunteerCoordinator@ftb.ca.gov Local Contact – Mark.Callahan@ftb.ca.govMark.Callahan@ftb.ca.gov

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