What You Need to Know



What To Bring

Make sure to bring the following to your free tax service site:

• Proof of identification – Picture ID
• Social Security Cards for you, your spouse and dependents – an Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for a Social Security number
• Birth dates for you, your spouse and dependents
• Wage and earning statement(s) - Form W-2, W-2G, 1099-R, 1099-Misc from all employers
• Interest and dividend statements from banks - Forms 1099
• A copy of last year’s federal and state returns if available
• Proof of bank routing and account numbers for Direct Deposit, such as a blank check
• Total paid to daycare provider and their tax identifying number, if applicable
• To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
• If you received health insurance through the Marketplace this year, bring the Health Insurance Marketplace Statement—Form 1095-A—you received from the Marketplace.
• If you didn’t have health insurance this year, but qualify for a coverage exemption from the Health Insurance Marketplace, bring the “exemption certificate number” you received from the Marketplace.


What is the federal Earned Income Tax Credit (EITC)?

The federal Earned Income Tax Credit (EITC) is a refundable tax credit that helps working people with limited income. Single and married people who worked full or part-time at some point during 2015 may qualify for the EITC, if their income was below the following limits:


Learn more about the Earned Income Tax Credit (EITC).

What is the California Earned Income Tax Credit (EITC)?

California now offers its own Earned Income Tax Credit (Cal EITC), starting with calendar year 2015 tax returns. This is a new refundable tax credit that may be obtained in addition to the federal EITC, for those that are eligible. Households with filer(s) who worked full or part-time at some point during 2015 may qualify for the Cal EITC, if the household’s adjusted gross income was below the following limits:


Learn more about the California Earned Income Tax Credit (EITC).

What is the Child Tax Credit (CTC)?

The Child Tax Credit (CTC) is a federal tax credit worth up to $1,000 per qualifying child claimed on a worker’s tax return. Single and married filers who worked full or part-time at some point during 2015 may qualify for the CTC if they earned more than $3,000.

Learn more about the Child Tax Credit (CTC).