EITC Tax Refund Dates 2024: Amount, Eligibility Criteria, How to Claim EITC Tax Refund ?

If your tax return is accurate, you could receive an Earned Income Tax Credit (EITC) tax refund ranging from $600 to $7,430 by February 27, 2024. Individuals with incomes under $63,698 are eligible for the EITC.

EITC Tax Refund Dates 2024

Filers who are seeking earned income tax credit (EITC) will still have to wait longer despite all of this. The IRS has confirmed that customers’ bank accounts will only receive these refunds around February 27, as required by law.

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The IRS began receiving and processing income tax returns on January 29, 2024. The deadline for submitting taxes is April 15, 2024, but it might be adjusted due to weekends and state holidays. Refunds for filing paper taxes may not be processed for up to 30 days.

You have the option to submit an EITC return by October 15, 2024, with an additional six-month extension request. If you recently filed your taxes and are anticipating an EITC return, there may be waiting periods of up to 21 days.

EITC Refund 2024 Amount

The tax credit for tax returns filed in 2024 can range from $600 to $7,430 based on the number of children, income, and filing status.For tax returns submitted before April 15, 2024, you must claim the earned income tax credit for the 2023 tax year. I

f your income was below $63,698 and you were employed or self-employed, you may claim the Earned Income Tax Credit (EITC) by submitting a tax return.

How to Claim an EITC Refund ?

Several steps are involved in obtaining the Earned Income Tax Credit (EITC):

EITC Tax Refund Dates 2024

  1. Ensure you meet the requirements for the EITC, including income limits, filing status, and having a valid Social Security number.
  2. To qualify for the EITC, you must file a federal tax return at https://www.irs.gov, regardless of your income level. Seniors should use Form 1040 or Form 1040-SR.
  3. Complete Schedule EIC and include it with your tax return to provide details about any eligible children you have.
  4. Track the status of your return using the IRS2Go smartphone app or the “Where’s My Refund?” service.
  5. If you were eligible for the EITC but didn’t claim it previously, you can now claim it for up to three prior years by amending the relevant tax returns.

Common Errors While Claiming EITC

  • Ensure the claimed child has lived with you for more than half of the tax year. This is a commonly misunderstood area that can lead to errors.
  • Every person’s Social Security number and last name on the tax return should match the information on their cards.
  • If you are married, filing as head of household or single may not be the best option unless certain requirements are met regarding dependents and living circumstances.
  • Accurate reporting of all income is required, including W-2, W-2G, 1099-MISC, and 1099-NEC forms.
  • It’s crucial to match the IRS records and provide other supporting documentation as needed.

Who is Eligible for Earned Income Tax Credit?

  • To qualify for the Earned Income Tax Credit (EITC), individuals must meet specific requirements, including:
    • Both earned income and adjusted gross income (AGI) must be below certain thresholds, with limitations based on the number of qualified children and marital status. In 2023, this threshold was $63,398.
    • You and any qualified child(ren) listed on your tax return must have valid Social Security numbers by the tax return’s due date.
    • “Married Filing Separately” cannot be your filing status.
    • You must be a resident alien or U.S. citizen for the entire tax year.
    • Form 2555, related to foreign-earned income, cannot be filed.
    • The maximum investment income allowed is $11,000 for the tax year 2023.
    • If you don’t have a qualifying child, you must be at least 25 but not older than 65 after the tax year.
    • Having a qualifying child is not mandatory, but if you do, the child must meet specific requirements regarding age, residence, relationship, and joint return.

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