FREQUENTLY ASKED QUESTIONS
Where is my stimulus?
​
-
Stimulus checks are nontaxable.
-
We do not have anything to do with it.
​
-
Data is updated once per day overnight, so there’s no need to check back more than once per day.
What information is required to file my taxes?
​
-
Identification Documents:
-
ID​
-
Social Security Card
-
​
-
If claiming dependents, you need to bring their:
-
ID
-
Social Security Card
-
Birth Certificate
-
Proof of Residency. ​
-
​​
-
Bring any and all Income Documents:
-
W-2, W-2G, 1099, Itemized documents, Medical Bills.​
-
Mortgage Interest, Real Estate Tax R - Donations (Church, Charity), Daycare Expense.
-
1098-E (Student loan interest), 1098-T (Tuition Payments).
-
How much is the child tax credit? (Up to 3 children)
​
-
$3,600* per child that is 6 years old and under.
-
$3,000* per child that is 7-16 years old.
​​
*Minus the amount you were advanced for each child from July - December of 2021.
​
Why did someone I came in
with get their refund and I'm
still waiting for mine?
​
-
There are multiple variables that could take longer to be verified. (i.e. number of W2s, children, etc.)
I started receiving SSI. Do I need to pay taxes on that?
​​
-
Your benefits may be taxable if the total of one-half of your benefits, plus all of your other income, including tax-exempt interest, is greater than the base amount for your filing status.
-
The base amount for your filing status is:
-
$25,000 if you're single, head of household, or qualifying widow(er),
-
$25,000 if you're married filing separately and lived apart from your spouse for the entire year,
-
$32,000 if you're married filing jointly,
-
$0 if you're married filing separately and lived with your spouse at any time during the tax year.
-
How do I find out if I owe a debt?
​
-
Please contact Offset at (800) 304-3107