Tax Credits - Family & Dependent Tax Credits

Learn how the earned income tax credit (EIC) works within refundable credits, including qualifying child rules, income thresholds, and how to use Schedule EIC and IRS guidance.

Explore the earned income tax credit with no children, its refundable nature, income thresholds, and how credits compare to deductions.

explains the earned income tax credit with one child, highlighting how filing status, head of household, and marriage alter refundable credits and related child tax credits.

Explore the earned income credit with two qualifying children, its refundable and nonrefundable components, and how filing status and income thresholds affect the 6604 maximum and child tax credit interaction.

Explore the earned income tax credit for three or more qualifying children, analyzing how filing status, income thresholds, and refundable vs nonrefundable credits shape refunds, with scenario-based examples.

Discover how to claim the child and dependent care expenses credit, including forms 2441 and 1040, eligibility, and the impact of refundable vs nonrefundable credits for 2023–2024.

Learn how to claim the child and dependent care expenses credit using form 2441, through qualifying person tests, earned income requirements, and work-related expenses that enable you to work.

Explore the child and dependent care credit, Form 2441, and how to determine qualifying care expenses and providers. Learn how filing status affects eligibility.

Explore how to figure the 2023 child and dependent care expenses credit, including nonrefundable credits, earned income limits, and how expenses, timing, and employer benefits affect Form 2441 calculation.

Compute the child and dependent care credit, applying earned income rules and dollar limits. Explain reporting on Form 2441 and Form 1040, including employer benefits and self-employment considerations.

Explore child and dependent care credit, and determine if your caregiver is a household employee. Review form 2441, schedule H, and learn how payroll taxes and credits affect your return.

Learn how the child and dependent care expenses credit flows from Form 2441 to Schedule 3 and Form 1040, including nonrefundable credits and the child tax credit.

Explore credits for qualifying children and other dependents, including refundable vs nonrefundable credits, 2022 changes, phaseouts, and schedule 8812 basics.

Explore how to determine child tax credits and other dependent credits using Schedule 8812, Form 1040 details, and refundable versus nonrefundable credits, with Puerto Rico considerations and tax software planning.

Explore how qualifying children and other dependents affect tax credits, including the child tax credit and other dependent credit, through Form 1040 instructions and dependent criteria.

Examines the child tax credit and other dependent credits on form 1040, showing how dependents affect filing status, standard deduction, and refundable credits through income thresholds and phaseouts.

Explore the earned income tax credit, its refundable and nonrefundable components, AGI and Schedule EIC for qualifying children.

Explore no children earned income tax credit thresholds, phasing out, and the $560 maximum with form 1040 scenarios, including combat pay and W-2 considerations.

Explore the 2022 non-refundable child and dependent care credit, not the child tax credit. This credit covers employment related expenses up to $3,000 or $6,000, with 35% max and AGI.

Determine who qualifies for the child and dependent care expenses credit by applying the qualifying person and earned income tests, and learn which work-related expenses count.

Learn to calculate child and dependent care expenses on form 2441 and combine it with form 1040, including caps, earned income limits, and interaction with the child tax credit.

Explore 2018–2019 family and dependent tax credits, including the earned income tax credit and child tax credit. See how tax software simulates scenarios and populates forms with offline resources.

Explore how the earned income tax credit works, including eligibility and dependents' impact on credit. Use tax software to run scenarios (0–3 children) and see how income affects credit.

Discover the earned income credit concepts within tax credits for family and dependents. Access a downloadable PDA file that supplements the instructional video.

Explore how the earned income credit (EIC) reduces tax liability and can yield refunds, even with no taxes paid, and see how dependents and income levels affect the credit.

Access a downloadable file to supplement the instructional video on the EIC steps for learners navigating tax credits.

Explore earned income credit steps and eligibility using the 1040 instructions, including qualified child rules and the use of tax software.

Access a downloadable pdf file that supplements the instructional video for the earned income credit in the tax credits course.

Explain the earned income credit eligibility, detailing universal rules, qualifying child and no qualifying child cases, income limits, residency, filing status, and when to use publication 5 9 6 versus 1040 instructions.

Provide a downloadable PDA file as a supplement to the instructional video, enhancing learners' understanding of the course content on tax credits.

you can qualify for the earned income credit without a qualifying child if you are between 25 and 65 and meet income limits. the credit is smaller without a child.

Access a downloadable PDA file to supplement the instructional video. Use this resource alongside the lecture to reinforce learning with the accompanying material.

Explore IRS help options for the earned income credit and use the EITC assistant to determine eligibility and calculate the credit.

Access a downloadable PDA file that you can use as a supplement to the instructional video.

Explore what is new for the earned income credit in 2018, including the form 10-40 redesign, the move from 10-40a/easy to schedules, and the investment income limit of 3,500.

Access a downloadable PDA file that supplements the instructional video with a concise 7 rules overview from the PDF - 223 rules for everyone.

Explore the seven rules everyone must meet to qualify for the earned income credit, including adjusted gross income limits, valid SSN, and filing status, before considering any qualifying child scenarios.

Access a downloadable PDF supplement for the instructional video on 226 AGI limits within tax credits for family and dependents, reinforcing key concepts with the course material.

Explore how adjusted gross income limits shape the earned income credit for filing statuses—from single and head of household to married filing jointly—as income rises.

Access the next presentation and download a PDA file to use as a supplement to the instructional video, enhancing your understanding of family and dependent tax credits.

A valid SSN is required to claim EIC by the due date or extension; if missing, apply for a valid SSN or ITIN, and you cannot claim EIC.

Download a PDA file to supplement the instructional video and reinforce concepts from the tax credits course on family and dependents.

The lecture explains the earned income credit rules, clarifying that filing status cannot be married filing separately and that joint filing is usually required.

Explore tax credits for family and dependents, and access a downloadable PDA file that serves as a supplement to the instructional video.

Explain the must be a U.S. citizen or resident alien all year rule for the earned income credit. Note how nonresident aliens and filing status affect eligibility.

Download the PDA file to use as a supplement to the instructional video, and gain a practical reference for reviewing the material.

Learn why you cannot file Form 2555 or Form 2555-EZ when claiming the earned income credit, and how foreign income exclusions impact the credit calculation.

Provide a downloadable PDA file to accompany the instructional video, offering a useful supplement for the lesson.

Explore how investment income must be 3,500 or less to qualify for the earned income credit, with examples using interest, dividends, and combined amounts.

Access a downloadable PDA file to use as a supplement to the instructional video. The file accompanies the next presentation to support learning.

Discover what counts as earned income for the earned income credit, including wages, self-employment, combat pay, and minister or statutory employee rules, and how election choices affect the credit.

download a supplementary file to accompany the instructional video, outlining 248 rules for a qualifying child within family and dependent tax credits.

Identify if you have a qualifying child by meeting rules 8–10 in addition to earlier rules, and attach Schedule EIC to Form 1040 to claim the earned income credit.

Download a PDA file to supplement the instructional video and support EIC worksheets with special instructions.

Learn to choose EIC worksheet a or b per publication 596 special instructions, report credit, and apply self-employment rules with Schedule C or C easy, Schedule SE, and optional methods.

Explore how the relationship and age criteria apply to claiming your child as a dependent under family and dependent tax credits, with a downloadable pdf supplement to the instructional video.

Identify the earned income credit requirements for a qualifying child by examining the relationship, age, residency, and joint return tests.

Provide access to a downloadable PDA file that supplements the instructional video on the relationship test in the tax credits course.

Explore the relationship test for a qualifying child and how it affects the earned income credit, including foster, adopted, and familial relationships.

Access a downloadable Pda file to supplement the instructional video for the tax credits course on family and dependent tax credits.

Explore how Schedule EIC captures your qualifying child information—name, SSN, birth year, and relationship—to determine the earned income credit and ensure timely tax refunds when attached to Form 1040.

Access a downloadable PDA file that supplements the instructional video, enhancing understanding of the age test in the context of family and dependent tax credits.

Explain the age test for a qualifying child under the earned income credit, covering five calendar months as a student and permanently and totally disabled status, with schedule EIC.

Provide a downloadable pda file to supplement the instructional video, enhancing understanding of the residency test within tax credits for family and dependent credits.

Explore the residency test for the qualifying child under the earned income tax credit, including the 'lived with you more than half the year' rule, military status, and temporary absences.

Download the PDA file to use as a supplement to the instructional video for the joint return test.

Explain the joint return test for a qualifying child under the earned income tax credit. Detail the four tests, noting the joint return exception for refunds of withheld taxes.

Provide a downloadable pda file that you can use as a supplement to the instructional video.

Explore the earned income credit eligibility checklist, using yes/no questions on AGI, qualifying children, SSNs, filing status, and investment income to determine EIC eligibility and file Schedule EIC.

Access a downloadable PDA file to supplement the instructional video, supporting the lecture on the qualifying child topic and related family and dependent tax credit concepts.

Learn how the earned income credit is allocated when a qualifying child could belong to more than one taxpayer, including tiebreaker rules, residency, and AGI considerations.

Access a downloadable PDA file that supplements the instructional video on the 2018 earned income credit (EIC) table within the tax credits course.

explains how the 2018 earned income credit tables from publication 596 determine the credit amount using filing status, number of children, and income ranges, and guides tax planning with examples.

Explore how the earned income credit for head of household with one child rises, peaks, and declines with income, using tax software and pub. 596 tables.

Explores the earned income credit for a head of household with two children, showing it rises with earned income, caps, then declines, using tax software and Publication 596 tables.

Trace the earned income credit for a head of household with three children using tax software, showing how EIC rises, caps, and then declines with income.

Explore how the earned income credit for married filing jointly with 0–3 children changes as earned income rises, peaking near 6,431 before declining with the 24,000 standard deduction.

Explore earned income credit and child tax credit through tax software, comparing married versus divorced scenarios, two tax returns versus one, and head of household effects.

Explore how marriage, divorce, and uneven incomes affect the earned income credit and child tax credits using tax software scenarios.

Explore family and dependent tax credits through an accounting comic break. Discover how accounting humor explains tax credits in a concise, accessible format.

Explore the child tax credit and its two components, and discuss changes to the credit while seeing how they reduce liability or yield refunds through case scenarios.

Discover what’s new in the child tax credit and access a downloadable PDA file that supplements the instructional video for the Tax Credits - family & dependent tax credits course.

explains the latest updates to the child tax credit, including the new social security number requirement, the 2000 per child credit, and the 500 other dependent credit.

Access a downloadable pdf file that supplements the instructional video, detailing the child tax credit amount.

Discover the child tax credit basics, including a $2,000 per qualifying child credit and how modified AGI and income thresholds affect the credit.

Access a downloadable PDA file to supplement the instructional video for the tax credits lesson on family and dependent tax credits.

Explore using tax software to compute the child tax credit for a qualifying child, factoring AGI and standard deduction. Compare single and married filing scenarios with and without withholdings.

Download a PDA file to supplement the instructional video, reinforcing the simple wage limits example in the software-focused lecture.

Explore how the child tax credit phases out as income rises using tax software, illustrating thresholds, dependents, and how credits interact with tax liability.

Access a downloadable PDA file to accompany the instructional video for the lecture on PDF-440 child tax credit improper claims.

Examine improper child tax credit claims, including reckless or fraudulent errors, and learn how conduct triggers penalties and years of ineligibility for CTC and other dependent credits.

Access a downloadable pda file that supplements the instructional video, aligning with the child tax credit content in tax credits for family and dependents.

Identify what makes a child a qualifying child for the child tax credit by outlining seven conditions, including relationship, age, support, residence, dependency, joint return, and US status.

Download a PDA file to supplement the instructional video on tax credits, covering family and dependent tax credits and the child tax credit.

Explore the child tax credit using tax software to test qualified child scenarios. Evaluate dependents from son and daughter to stepchild, foster child, grandchild, niece, and more, plus age rules.

Access a downloadable PDA file to supplement the instructional video on claiming the child tax credit.

Learn how to claim the child tax credit and other dependent credit by filing form 10 40, providing each dependent’s TIN, and applying the additional child tax credit where eligible.

Explore the child tax credit and the additional child tax credit, and access a downloadable file to supplement the instructional video, enhancing understanding of family tax credits.

Explore how the additional child tax credit differs from the child tax credit and how to claim it using Schedule 8812 and Form 1040, including refunds beyond liability.

Access a downloadable PDA file to use as a supplement to the instructional video on family and dependent tax credits.

Explore how the child tax credit and additional child tax credit are calculated in tax software, analyzing how income, dependents, and the 1400 cap on form 8812 affect refunds and liabilities.

Access a downloadable PDA file that you can use as a supplement to the instructional video, supporting the child tax credit worksheet.

Explore a child tax credit worksheet, its integration into tax software, and how calculations determine the existing credit and the additional child tax credit for different scenarios.

Access a downloadable pdf file that serves as a supplement to the instructional video on the 470 child tax credit, helping you understand how to get help.

Explore IRS resources for child tax credit help, including free filing options, VITA and TCE programs, and interactive tools on irs.gov to get tailored tax answers.

Downloadable PDA file supplements the instructional video for the PDF 480 child tax credit questioner in the family and dependent tax credits course.

Explore the child tax credit decision process for 2018 using a flow chart to identify a qualifying child and determine dependent status, with age limits and social security number requirements.

Download a downloadable file that accompanies the instructional video, providing a resource for the 485 child tax credit and adopted child in the family and dependent tax credits course.

Explore how adopted children qualify for the child tax credit under the same rules as natural born children, and learn the ITIN/ATIN identification steps when a SSN is unavailable.

Access a downloadable pdf file that supplements the instructional video on the child tax credit for adopted children.

Explain how the child tax credit is handled when divorced or separated parents file two returns and share a social security number, including custodial versus non-custodial rules and Form 8332.

Explore the child tax credit and the concept of a qualifying child of more than one person, with a downloadable PDA file to supplement the instructional video.

Understand how a qualifying child may be claimed by only one person among multiple claimants, and apply tiebreakers to determine eligibility for the child tax credit and related benefits.

Explore how child tax credits affect taxes when couples marry or divorce, using tax software to compare married filing jointly, two returns, and head of household or single scenarios.

Demonstrate how child tax credits change when married or divorced with uneven incomes, comparing one versus two returns using tax software and head of household outcomes.

Explore how accounting concepts apply to family and dependent tax credits. See a comic break that clarifies how these credits work.

Explore the other dependents credit, its 2018 introduction, and how to determine eligibility, calculate amounts, and report it on tax returns alongside the child tax credit.

Explore how a downloadable pda file acts as a supplement to the instructional video, clarifying the 505 credit for other dependents (odc) within the family and dependent tax credits course.

Explore the DC credit for other dependents, its relation to the child tax credit, and how to claim up to $500 per eligible dependent using Schedule 3 and Form 1040.

Access a downloadable PDA file to supplement the instructional video on 508 qualifying person for credit for other dependents (ODC) under tax credits.

Identify who qualifies for the other dependent credit (ODC) by meeting conditions, including dependency status and U.S. citizenship; ODC is up to five hundred and not for CTC or AC/DC.

Download a PDA file to accompany the instructional video, providing a supplementary resource for the tax credits course on family and dependent credits.

Explain how to evaluate dependents for the other dependents credit after considering qualifying children and the child tax credit, including qualifying relatives and the $500 limit.

Access a downloadable PDA file that serves as a supplement to the instructional video, aligning with the PDF - 520 dependent taxpayer test.

Explore the dependent taxpayer test and limits on claiming dependents. If someone else can claim you, you cannot claim dependents, including a qualifying child or relative, on a joint return.

Access a downloadable PDA file to supplement the instructional video for the PDF - 523 joint return test in the tax credits course.

Explore the joint return test for dependents, including exceptions that allow a joint return while qualifying a dependent, with examples of refunds and credits.

Access a downloadable PDA file to supplement the instructional video, reinforcing the pdf - 524 citizen or resident test for tax credits course.

Explain the citizen or resident test for dependents, including U.S. citizen, U.S. resident alien, or U.S. national, with adopted child and residence rules; address foreign students and related deductions.

Access a downloadable pda file that supplements the instructional video for the pdf 526 qualifying relative module in tax credits for family and dependents.

Explore qualifying relative rules for dependents under tax credits, covering the four tests—not a qualifying child, household or relationship, gross income, and support—plus no age test and kidnapped child provisions.

Download a PDA file to use as a supplement to the instructional video, offered with the next presentation.

Explains not a qualifying child test for dependents, detailing how a person becomes a qualifying relative when not a qualifying child, including residency, gross income, and support criteria.

Access a downloadable pda file that supplements the instructional video on the member of household or relationship test for tax credits.

Assess the member of household or relationship test to determine qualifying relatives for dependents. Understand living arrangements, relatives who don’t have to live with you, and foster or adopted children.

Access a downloadable PDA file to accompany the instructional video, serving as a supplement to the PDF 536 gross income test lecture.

Analyze the gross income test for dependents qualifying relative, detailing the $4,150 threshold, the gross income definition, and what counts as income, including scholarships and sheltered workshop exceptions.

The lecture provides a downloadable PDA file to accompany the PDF - 539 support test and supplement the instructional video on qualifying relatives within family and dependent tax credits.

Apply the four tests to determine if a relative is a qualifying dependent and calculate whether you provide more than half of their lodging, food, and medical care.

Explore family and dependent tax credits through practical accounting concepts, presented with an accounting comic break to reinforce key ideas.