Instructions:
This questionnaire is provided because you have previously claimed or intend to claim one of the following credits: Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), Earned Income Tax Credit (EITC), or American Opportunity Tax Credit (AOTC). It is designed to assist in qualifying you for valuable refundable tax credits. Please complete all applicable sections in detail. If a question does not apply to you, mark it as N/A (Not Applicable) to confirm your review.
Abbreviations Used:
CTC: Child Tax Credit
ACTC: Additional Child Tax Credit
Purpose: Refundable portion allowing you to receive money back if you don’t owe enough in taxes.
Eligibility:
Must qualify for the CTC but not owe enough taxes to use the full credit.
Refundable Amount: Up to $1,700 per child.
EITC: Earned Income Tax Credit (Low Income Households)
Purpose: Helps low-to-moderate-income workers, especially those with children, by reducing taxes owed and providing a refund.
Eligibility:
Based on income and number of children.
Must have earned income (from job or self-employment).
Credit Amount: Ranges from $600 to $7,830 depending on income and children
AOTC: American Opportunity Tax Credit (College Credit)
Purpose: Helps cover education expenses for the first four years of college.
Eligibility:
Student must be enrolled at least half-time in a degree program.
Covers tuition, fees, and textbooks.
Credit Amount: Up to $2,500 per student.
$1,000 of the credit is refundable.
For Clients with Dependents:
Please submit copies of:
1.Social Security cards
2.Birth certificates
3.Proof of residency (e.g., school or medical records showing the dependent's name and your address)
For Taxpayers Claiming College Tax Credits:
Please provide:
1.Form 1098-T from the college
2.Bursar's or Tuition statement showing Spring and/or Fall semester charges and payments
3.Receipts for textbooks and corresponding course syllabi indicating they were required for the course
Note: The credit applies to payments made for tuition, fees, and related expenses. It does not cover room and board or travel expenses.
For Taxpayers Claiming Head of Household Status: Complete both dependent questions and the Household Expense worksheet. Include a copy of the divorce decree or separation agreement if applicable.
Note: You cannot claim Head of Household if you lived with your spouse at any time in the last 6 months of the year.
If you have questions, contact our office at 216-770-2732 or 216-703-0103