California Form 3596 - Paid Preparer'S California Earned Income Tax Credit Checklist - 2016

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Paid Preparer's California
CALIFORNIA FORM
TAXABLE YEAR
3596
2016
Earned Income Tax Credit Checklist
Attach to taxpayer's California Form 540, 540 2EZ, or Long or Short Form 540NR
Name(s) as shown on tax return
SSN or ITIN
For the definitions of Qualifying Child and Earned Income, see form FTB 3514, California Earned Income Tax Credit.
Part I – All Taxpayers
1 a Preparer's name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a
b Preparer's PTIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
c Preparer's license, registration, or enrollment type. Check one box
m
m
m
m
m
CPA
EA
Attorney
CTEC
Other (specify)
If CPA, Attorney, or Other, enter license, registration, or enrollment state . . . . . . . . . . . . . . . . . . . . . . . . .
1c
d Preparer’s license, registration, or enrollment number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
m
m
2 Is the taxpayer's filing status married filing separately?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Yes
No
If you checked "Yes" on line 2, stop; the taxpayer cannot take the California Earned Income Tax Credit (EITC).
Otherwise, continue.
3 Does the taxpayer (and the taxpayer's spouse/RDP if filing jointly) have a social security number (SSN) that allows him
m
m
or her to work and is valid for EITC purposes? See the instructions before answering.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Yes
No
If you check "No" on line 3, stop; the taxpayer cannot take the EITC. Otherwise, continue.
4 Is the taxpayer (or the taxpayer's spouse/RDP if filing jointly) filing federal Form 2555 or federal
m
m
Form 2555-EZ (relating to the exclusion of foreign earned income)?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Yes
No
If you checked “Yes” on line 4, stop; the taxpayer cannot take the EITC. Otherwise, continue.
m
m
5 a Was the taxpayer (and the taxpayer's spouse/RDP) a nonresident alien for any part of 2016? . . . . . . . . . . . . . . . . . . . . . 5a
Yes
No
If you checked “Yes” on line 5a, go to line 5b. Otherwise, skip line 5b and go to line 6.
m
m
b Is the taxpayer's federal filing status married filing jointly? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b
Yes
No
If you checked “Yes” on line 5a, and "No" on line 5b,stop; the taxpayer cannot take the EITC.
Otherwise, continue.
m
m
6 Is the taxpayer’s investment income more than $3,471? See the instructions before answering.. . . . . . . . . . . . . . . . . . . . . . 6
Yes
No
If you checked “Yes” on line 6, stop; the taxpayer cannot take the EITC. Otherwise, continue.
7 Could the taxpayer be a qualifying child of another person for 2016? If the taxpayer's filing status is
m
m
married filing jointly, check “No.” Otherwise, see instructions before answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Yes
No
If you checked “Yes” on line 7, stop; the taxpayer cannot take the EITC. Otherwise, go to Part II or
Part III, whichever applies.
FTB 3596 2016 Side 1
8471163
For Privacy Notice, get FTB 1131 ENG/SP.

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