Earned Income Tax Credit Assistance
This benefit is available for the following funds:
- Greater NY Benefit Fund
- Home Care Benefit Fund
- Home Health Aide Benefit Fund
- National Benefit Fund
(To find out which funds you belong to, use the benefit finder at right.)
If you earn $30,000 or less (or $55,000 or less if you are claiming dependents), attend a Benefit Fund tax preparation event and you’ll have your taxes filed for just $10.
If you can’t make it to an event, bring your 1199SEIU Health Benefits ID card and a coupon to any H&R Block in New York or New Jersey. If you meet the income guidelines below, you’re eligible for discounted tax preparation.
What You Need to Bring
Avoid being turned away for not having all the documents you need to get your taxes prepared. See the list below to make sure you have everything and everyone on hand when you’re ready to go.
- Your 1199SEIU Health Benefit ID.
- Your spouse. If you are filing a joint return, both you and your spouse must be present.
- Government-issued photo ID for you and your spouse (if filing a joint return)
- Social Security card or Individual Taxpayer Identification Number (ITIN) for you and anyone on your tax return, or a letter from the Social Security Administration (originals or copies). Copies of a past year’s tax return are not accepted as proof of Social Security Number (SSN).
- W-2s for all 2008 jobs. If you are self-employed (getting paid in cash or personal checks), you must know your total income for 2008.
- Form 1099-G, if you received unemployment insurance in 2008
- Form 1099-INT, if you received interest from a bank account in 2008
- Form 1098-T, if you paid tuition for post-high school education
- Form 1098-E, if you paid student loan interest for post-high school education
- Form 1099-D, if you received dividends
- To claim child care expenses, bring:
o 2008 total paid
o child care agency’s ID, or name and SSN of child care provider
- Sample check or bank statement with routing and account numbers, if you want to direct deposit your refund
(If you need services for prior year tax returns or an amended return, these services will be available in March.)
DON’T FORGET TO BRING YOUR SPOUSE IF YOU ARE FILING JOINTLY! YOU CAN’T FILE WITHOUT HIM OR HER!
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If your income is… |
You pay… |
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File at an 1199SEIU Tax Preparation Event |
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EITC-eligible or not EITC-eligible |
$30,000 or less with no dependents ($55,000 or less if claiming dependents) |
$10 |
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File at H&R Block |
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EITC-eligible |
Less than $12,880 with no dependents ($41,646 if claiming dependents) |
$20
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Not EITC-eligible |
Less than $35,000 with no dependents ($60,000 if claiming dependents) |
$79 |
For more information or to request a coupon, email us at memberservices@1199funds.org or call (646) 473-9200.