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Frequently Asked Questions

TAX INFORMATION DURING COVID19

 UPDATE INFORMATION


 

Filing and Payment Deadline Extended to July 15, 2020 - Updated Statement

  The Treasury Department and the Internal Revenue Service are providing special tax filing and payment relief to individuals and businesses in response to the COVID-19 Outbreak. The filing deadline for tax returns has been extended from April 15 to July 15, 2020. The IRS urges taxpayers who are owed a refund to file as quickly as possible. For those who can't file by the July 15, 2020 deadline, the IRS reminds individual taxpayers that everyone is eligible to request an extension to file their return. 


 

Coronavirus Tax Relief and Economic Impact Payments

  

Filers: Get Your Payment

Use the "Get My Payment" application to:

  • Check your payment status
  • Confirm your payment type: direct deposit or check
  • Enter your bank account information for direct deposit if we don't have your direct deposit information and we haven't sent your payment yet

Check the link below to check the status of your Stimulus Payment

Where is my Stimulus Payment

Coronavirus (COVID-19): Small Business Guidance & Loan Resources


Health and government officials are working together to maintain the safety, security, and health of the American people. Small businesses are encouraged to do their part to keep their employees, customers, and themselves healthy.


Click in this Link for more details on the different types of loans available.  

Coronavirus Relief Options

What do I need to bring to my tax appointment?

 

* Social Security numbers for yourself, your spouse, and any dependents.

• Forms W-2 from all employers are required for yourself and your spouse. 

• Forms 1099 for Dividends, Retirement, or other income, or any Forms 1099 with Income Tax Withholding.

• Proof of Health Insurance.

• Receipts for expenses for Itemized Deductions (Schedule A). 

• Receipts and records for other income or expenses. 

• Bank Account numbers (for a fast refund, or to pay electronically).

• Prior year Adjusted Gross Income amount or prior year PIN if using a Self-Select PIN as your signature.

Does health care reform still impact my taxes?

 With tax reform enacted at the end of 2017 there have been questions around the requirements to have health care coverage.  Changes to health care as a result of the new tax law do not begin until 2019. Beginning in 2019 taxpayers will no longer be required to pay a tax penalty for not having health insurance. Individuals with income over the federal poverty level are still required to have 2018 health care coverage or they may be subject to a tax penalty when they file their 2018 taxes.  All of the exemptions (based on income, religious beliefs, and citizenship) are still in place. 

Who can I claim as a dependent?

 

Your significant other is probably many things to you—but is he or she also a tax deduction? The question of who you can claim as a dependent has confused taxpayers for years.

The short answer: You can claim a “qualifying child” or “qualifying relative” if they meet specific requirements related to residence, relationship to you, age, financial support provided and income. So,  yes, you may be able to claim a girlfriend, boyfriend, domestic partner or friend as a qualifying relative in some cases. Claiming dependents can also make you eligible for other tax benefits like the New Other Dependent Credit and the Earned Income Tax Credit (EITC).

You may be able to take New Other Dependent Credit worth $500 if:

  • You are providing support for a non-child dependent like another family member, boyfriend, girlfriend, domestic partner, or friend.  You can also claim this credit for your kids 17 and over since you cannot claim the Child Tax Credit once they turn 17.
  • They are a member of your household the entire year if they are a non-relative (relatives don’t need to live with you).
  • The relationship between you and the dependent girlfriend/boyfriend does not violate the law, for example, you cannot still be married to someone else. (Also, check regarding your individual state law, as some states do not allow you to claim a boyfriend or girlfriend as a dependent even if your relationship doesn’t violate the law).
  • You meet all the other criteria for “qualifying relatives” (gross income and support).


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