Are You Eligible?

IRS REBATE - Stimulus package, who is eligible?

For most people, if you received $3,000 from earned income, social security benefits, or veteran’s benefits, you will get the rebate. Many filers who pay no income tax still qualify for a refund, but to get the rebate this year, you must file your income taxes this year.

To receive a rebate, you must:

• have a Social Security Number – ITIN holders do not qualify,
• be a US citizen or legal resident,
• not qualify as someone else’s dependent.

Warning: If you owe money to the IRS, your rebate may be applied to the balance.

For more information click here to visit the IRS web site

To claim the EITC, taxpayers must meet the following rules:

• Must have earned income
• Must have a valid Social Security number
• Investment income is limited to $2,900
• Filing status can't be “married filing separately”
• Generally must be a U.S. Citizen or resident alien all year
• Cannot be a qualifying child of another person

Qualifying child criteria

• A qualifying child cannot be used by more than one person to claim the EITC.
• The child must meet the relationship, age and residency tests.

  If you don't have a child:

• You must be at least age 25, but under age 65
• You cannot qualify as the dependent of another person
• You must have lived in the United States more than half the tax year

Helpful Links:
http://www.arizonasaves.org/
http://www.irs.gov/eitc
http://www.cir.org/
http://www.volunteersoaz.org/

For more information about EITC, please contact:

Chris McNamara, MPA
Program Manager, Family Financial Stability
cmcnamara@unitedwaytucson.org
(520) 903-9000 Ext. 198