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Financial Assistance & Taxes

 

 

Many individuals and families in the San Diego region face financial obstacles that prevent them from a healthy and quality life. We can help people access financial assistance and public benefits to help them get back on their feet. Call 2-1-1 to learn more about available resources.  

Tax Deadline Extended!

The IRS and Treasury extended the filing and payment deadline for individuals to May 17, 2021. California will also extend the state tax filing and payment deadline for individuals to May 17th.

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Third Economic Impact Payments

The American Rescue Plan Act (ARPA) provides a third round of stimulus checks to help people impacted by the pandemic.

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Visit the IRS website for more information and to check the status of your payment with the Get My Payment tool.

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Earned Income Tax Credit

The Earned Income Tax Credit (EITC) is a refundable cash-back tax credit for low-income working families and individuals. It is one of the most effective tools in America to lift families out of poverty.

California joined 24 other states and the District of Columbia to adopt a state EITC, known as CalEITC, to supplement the federal EITC. In its first year, the CalEITC boosted the income of about 385,000 people, who received close to $200 million from the credit. If you qualify for CalEITC and have a child under the age of 6, you may be eligible for the Young Child Tax Credit (YCTC).

Who is Eligible?

Eligibility for both the federal and state EITC is based on your earned income and you must file a tax return to qualify, whether you are required to or not. For tax year 2020, families and individuals who earned wages or self-employment income up to $30,000 may qualify for CalEITC. If your wages are more than $30,000, you may still be eligible for the federal EITC.

 

 

  • Workers with incomes up to $30,000
  • Individuals and families whose income does not require them to file taxes
  • Families with children age six and under
  • Seniors ages 65+
  • Young adults ages 18-24
  • Self-employed workers
  • NEW: Undocumented ITIN filers who are otherwise eligible

 

Review the chart below to see how much you may get when you file your tax year 2020 return.

2020 CalEITC
Number of qualifying children California maximum income CalEITC (up to) IRS EITC (up to)
None $30,000 $243 $538
1 $30,000 $1,626 $3,584
2 $30,000 $2,691 $5,920
3 or more $30,000 $3,027 $6,660

 

Get Your Cashback Credits!

Interested in getting money back this tax season? Call 2-1-1 to learn more!

Golden State Stimulus

If you qualify for the CalEITC you likely qualify for the Golden State Stimulus!

California is providing a Golden Status Stimulus, a one-time $600 or $1,200 payment per tax return, to families and people who qualify. You may receive this payment if you receive the California Earned Income Tax Credit (CalEITC) or file with an Individual Taxpayer Identification Number (ITIN).

File your 2020 tax return by October 15, 2021 to receive your payment!

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Review the chart below to see how much you may get when you file your tax year 2020 return.

Golden State Stimulus
On your 2020 tax return… Stimulus amount
You are a CalEITC recipient $600
You:

  • Are a CalEITC recipient;
  • File with an ITIN; and
  • Made $75,000 or less (total CA AGI)
$1,200
You are not a CalEITC recipient, but you:

  • File with an ITIN; and
  • Made $75,000 or less (total CA AGI)
$600
You file a joint return and:

  • At least one of you files with an ITIN
  • Made $75,000 or less (total CA AGI)
$600
You file a joint return and:

  • You are a CalEITC recipient
  • At least one of you files with an ITIN
  • Made $75,000 or less (total CA AGI)
$1,200

FREE Tax Preparation

Don’t pay to have your taxes prepared! If you earned less than $66,000 in 2020, call 2-1-1 to schedule a no-cost tax assistance appointment at a Volunteer Income Tax Assistance (VITA) site! Due to COVID-19, additional safety protocols will be in place at in-person sites. Select sites will also offer drop-off and drive-up services.

Visit https://www.myfreetaxes.org/online for free online self-filing. There is no income limit to file online.

Avoid a Tax Penalty

Effective January 1, 2020, California residents must maintain minimum essential health care coverage for themselves and their dependents. You may have to pay a penalty when filing your tax return unless you have minimum essential health care coverage.

Subsidies are available through Covered California and we can help you find a plan that fits your needs and budget.

Learn More   Get Covered

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