Unemployment benefits are taxable income.
You will receive mail correspondence from employment development department 1099G
Disability is usually non taxable.

If you are married by IRS standards, you can only choose "married filing jointly" or "married filing separately" status. You cannot file as "single" or "head of household."
The IRS considers you married for the entire tax year when you have no separation maintenance decree by the final day of the year. December 31st

If considered unmarried, and the child lived with each parent the same amount of time during the year, the IRS allows the parent with the higher adjusted gross income (AGI) to claim the child.

Generally, only one person can claim the following:

• EITC,
• Dependency exemption for the child,
• Child tax credit, additional child tax credit, or credit for other dependents,
• Head of household filing status,
• Credit for the child and dependent care expenses, and
• Exclusion from income for dependent care benefits.

*If a special rule for a child of divorced or separated parents or parents who live apart applies, the noncustodial parent may be entitled to claim the child tax credit, additional child tax credit, or the credit for other dependents for the child (if applicable), and another person may claim the other benefits for which the person is otherwise eligible.

Tiebreaker Rules
Under the tiebreaker rules, the child is generally treated as a qualifying child of:

• The parents if they file a joint return and claim the child a qualifying child;
• The parent if only one of the persons is the child's parent and the parent claims the child as a qualifying child;
• The parent with whom the child lived for the longer period of time during the tax year if two of the persons are the child's parent, they do not file a joint return together, and both parents claim the child.
• The parent with the highest AGI if the child lived with each parent for the same amount of time during the tax year, they do not file a joint return together, and both parents claim the child;
• The person with the highest AGI if no parent can claim the child as a qualifying child; or
• The person with the highest AGI if a parent may claim the child as a qualifying child but no parent claims the child as a qualifying child, but only if that person has an AGI higher than any parent who may claim the child as a qualifying child.

First contact your employer, they will be able to instruct you on acquiring your W2.
If you cannot contact them, eTax Services can help you get the information directly from the IRS and/or file with the last paycheck stub.

Yes, it is called a Tax offset:

• Past-due child support;
• Federal agency non-tax debts;
• State income tax obligations; or
• Certain unemployment compensation debts owed to a state (generally, these are debts for (1) compensation paid due to fraud, or (2) contributions owing to a state fund that weren't paid).

If you don't pay your federal student loans, your tax refund or a portion of it may be garnished if your student loan is in default.
The Department of Treasury's Bureau of the Fiscal Service will send you a notice if an offset occurs.
If your refund is different and you didn't receive a notice, contact the BFS's TOP call center at 800-304-3107 Monday through Friday 7:30 a.m. to 5 p.m. CST.
*Injured Spouse Claim
An innocent spouse is someone who filed a joint return, but believes the tax should be paid by the other/former spouse because the other/former spouse omitted or erroneously reported income, deductions, etc. The innocent spouse is claiming that he or she didn't know what the other/former spouse was up to.
If you filed a joint return and you're not responsible for your spouse's debt, you're entitled to request your portion of the refund back from the IRS. It may take 11 weeks to process an electronically-filed return or 14 weeks if you filed a paper return.

An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the Internal Revenue Service.
To obtain a new or renew an ITIN number, please bring 2 forms of ID (one of the two has to include a picture/photograph.
All ITINs not used on a federal tax return at least once in the last three years will expire. ITINs generally need to be renewed every ten years.

Anaheim Office (Main Branch) can accept walk-ins anytime. Appointments are preferred at the Orange, Cypress, and Corona locations. You are welcome to schedule an appointment online or contact one of our locations.

Gambling and lottery winnings are taxable income. You will receive form W2-G. Please bring that with you.

The IRS allows you to deduct preventative care, treatment, surgeries and dental and vision care as qualifying medical expenses. You can also deduct visits to psychologists and psychiatrists. Prescription medications and appliances such as glasses, contacts, false teeth and hearing aids are also deductible. It is based on your income, ask you tax professional if you can add it.

IRS considers Virtual currency as property it needs to be reported similar to the stock exchange.

If you had health insurance coverage through the marketplace healthcare.gov you will receive form 1095-A. We need that information to calculate premium tax credit.

Yes, the student loan interest is a tax deduction. You can claim up to $2,500 yearly. Please bring form 1098-E

You can still claim your dependent if:
Dependent's earned income is less than 4,200 (varies yearly) and you provided more than half their support.
Although, if dependent is a full- time student under the age of 24 the income limits increase.

Yes, please contact one of our locations
*If you are a U.S. citizen or resident alien living or traveling outside the United States, you generally are required to file income tax returns, estate tax returns, and gift tax returns and pay estimated tax in the same way as those residing in the United States.

Please keep track of all income and expenses. You need to become an expert record keeper. We recommend a mileage tracker and a separate bank account.
eTax do all the work for you so you can focus on what really matters.
Visit our main branch and we can advise you on the best route to take.
Sole proprietor, DBA, LLC, S-Corp, C-Corp.

Home improvement projects are not tax deductible for your personal property, but you may be able to qualify for energy efficient credits.

Yes, etax can advise you with withholding calculations and set up an installment plan with IRS.