Feb 27, 2006- Seniors and Working Families; Eligibility for the Earned Income Tax Credit "Refund"

June 12, 2007
Press Release
TOLEDO, OHIO -- Congresswoman Marcy Kaptur (OH-9) reminded working families today at the Margaret Hunt Community Center that they may be eligible for a credit "refund" on their taxes through the Earned Income Tax Credit. Kaptur pointed out where local Volunteer Income Tax Assistance (VITA) sites are available to provide free tax preparations. The Margaret Hunt Community Center is a VITA site.

"So many of our citizens work hard but still can't pay skyrocketing bills for such basics as food, and medicine, gasoline and utilities," said Kaptur. "Check to see if you are eligible for the earned income tax credit through the Internal Revenue Service to return to you some of your hard-earned dollars to meet the cost of living."

The earned income tax credit, or EITC, was created by Congress in 1975 to assist working families. It's a refundable credit, which means taxpayers can use the credit of up to $4,400 to offset any taxes they owe and still get a cash refund for the excess.

"If your household earned between one dollar and thirty-five thousand dollars this past year, you may qualify for this valuable credit," said Kaptur. "Call today. You've earned it."

The VITA Program offers free tax help for low-to moderate-income (approximately $38,000) people who cannot prepare their own tax returns. Volunteers, sponsored by various organizations, receive training to help prepare basic tax returns in communities across the country. VITA sites are generally located at community and neighborhood centers, libraries, schools, shopping malls, and other convenient locations. Some locations also offer free electronic filing. According to the Internal Revenue Service, each year millions of people who qualify for this credit do not apply for it.

The maximum credits are $4,400 for taxpayers with two or more children, $2,662 for those with one child and $399 for those with no children. The qualifying income limits vary by the size of the family: $35,263 for a parent with two or more children, or $37,263 for those who are married and filing joint returns; $31,030 for a parent with one child, or $33,030 for those married and filing jointly; $11,750 for a person with no children, or $13,750 for those married and filing jointly.

During the 2004 tax year, there were 766,126 recipients of the earned income tax credit in Ohio who received a total credit of $1,362,184,717. Nationally, 21.1 million people received the credit totaling $39 billion.

Families can obtain free help from IRS operators during business hours by calling 1-800-829-1040. Please call Congresswoman Kaptur's office for additional assistance at 1-800-964-4699 or (419) 259-7500.


Fact Sheet:

Items to bring to the VITA Sites to have tax returns prepared:

  • Must bring photo identification
  • Social Security Cards for the Taxpayer, their spouse and dependents, if applicable
  • Birth Dates for primary, secondary and dependents on the tax return
  • Current year's tax package if they received one
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year's Federal and State returns if available
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • Other relevant information about income and expenses
    • Total Amount Paid for Day Care
    • Day Care providers Identifying number
  • To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.