The Future of Access Control: Protecting Health and Safety
July 24, 2024Follow these steps to work with a tax professional to claim the credit:
- Schedule an appointment with one of our tax preparer.
- Bring the documents needed.
- Be able to answers all the qualification question your tax preparer will ask.
- Review and sign your tax return
1. Schedule an appointment with one of our tax preparer.
Click here to schedule an appointment with one of Aropys’s professional tax preparer.
2. Bring the documents you need
Bring the following documents to your tax preparer:
- Social Security documents: Social Security cards, a Social Security number verification letter, or other U.S. government document that verifies everyone you include on your tax return
- Birth dates for everyone you include on your tax return
- Copies of last year’s federal and state tax returns if you have them
- All records of income such as:
- Forms W-2 and 1099
- Social Security
- Unemployment
- Pensions, stocks, and interest
- Any documents showing taxes withheld or money paid to you
- All records of expenses such as:
- Tuition receipts
- Mortgage interest or real estate tax receipts
- Charitable donations Receipts or any document to prove an expense you paid
- All information reporting forms such as:
- Bank routing numbers and account numbers to direct deposit your refund
- Dependent childcare information:
- Name and address of paid caretakers and
- Their Social Security number or other tax identification number
3. Know the questions your tax preparer may ask you
Your preparer will ask you qualifying questions to find out if qualify for the EITC:
- Have worked and earned income under $63,398
- Have investment income below $11,000 in the tax year 2023
- Have a valid Social Security number by the due date of your 2023 return (including extensions)
- Be a U.S. citizen or a resident alien all year
- Not filed Form 2555, Foreign Earned Income
- Meet certain rules if you are separated from your spouse and not filing a joint tax return
It’s important to answer all the questions and to give your preparer all the information they need.
Remember: You’re responsible for what’s on your tax return. If your tax return has errors, we may audit your return. An audit may delay or reduce your refund or cause you to owe additional tax, penalties, and interest.
4. Review and sign your tax return
Make sure your return is correct:
- Have your preparer review your tax return with you. Understand what’s on it.
- Make sure your tax return is complete and correct before you sign it.
- Never sign a blank form.
- Keep a copy of the tax return you signed.
Your paid preparer must enter their preparer tax identification number or PTIN and sign the return.