Eligibility Requirements

EITC Eligibility Requirements for 2021 Tax Limits:

Qualifying Children Claimed

Investment Income Limit
Investment income must be $3,650 or less for the year.

Maximum Credit Amounts
The maximum amount of credit for Tax Year 2021 is:

• $6,660 with three or more qualifying children
• $5,920 with two qualifying children
• $3,584 with one qualifying child
• $538 with no qualifying children

What you will need to complete your return:

• Proof of identification (photo ID)
• Social Security cards for you, your spouse and dependents or a Social Security number verification letter issued by the Social Security Administration
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
• Birth dates for you, your spouse and dependents on the tax return
• Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
• Interest and dividend statements from banks (Forms 1099)
• A copy of last year’s federal and state returns, if available
• Proof of bank account routing and account numbers for direct deposit such as a blank check
• To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
• Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
• Forms 1095-A, B or C, Affordable Health Care Statements
• Copies of income transcripts from IRS and state, if applicable
• Letter 6475 which shows how much EIP received in 2021
• Letter 6419 which shows how much advance child tax credit payments received.

Additionally, if you/your spouse are over 65 years old:

• Do you rent or own your home?
• If rent, how much do you pay for rent?
• If own, what is the assessed value of the property?
• How much did you pay for water and sewer in 2020?