Refund Talk • Adoption & Family Tax Guide Claiming an Adopted Child Before Identification Documents Arrive Understand the difference between proving an adoption, obtaining a tax identification number, and qualifying for a particular tax benefit.…
Refund Talk • Family Tax Guide Claiming a Foster Child:Records and Eligibility Questions A placement document starts the review. Your child’s living arrangements, the applicable residency rule, and each benefit’s requirements complete it. By Refund…
RefundTalk • Year-End Birth Tax Guide Claiming a Child BornNear the End of the Year Understand December births, the special residence rule, hospital stays, and the records to check before filing. By Refund Talk •…
RefundTalk • New Parent Tax Records Claiming a Newborn:Documents to Gather Before Filing Organize your baby’s identifying information, birth records, and residence evidence before preparing the tax return. By Refund Talk • Updated November 1,…
RefundTalk • Shared Parenting Tax Education Can Parents AlternateClaiming a Child Every Year? Learn what an alternating-year arrangement can cover, when a release is needed, and which benefits must follow the child’s actual living arrangements.…
RefundTalk • Dependent Claim Troubleshooting What to Do When Both ParentsAlready Filed Claiming the Same Child Check what each return claimed, identify the correct filing path, and respond to IRS letters with the right records.…
RefundTalk • Form 8332 Education Can You Revoke a Prior Releaseof a Child’s Tax Claim? Understand Form 8332, advance notice, effective years, and the records to keep before changing a child-related tax claim. By Refund…
RefundTalk • Shared-Parenting Tax Education Tax Custody Rules vs. Divorce Agreements:Why They Can Differ Understand how actual living arrangements, court-order language, and Form 8332 fit together when parents file separate returns. By Refund Talk •…
RefundTalk • Shared-Parenting Tax Guide My Ex Claimed Our Child Against Our Agreement:What to Review Separate the agreement, federal tax eligibility, and filing procedure before deciding how to respond. By Refund Talk • Updated November…
RefundTalk • Dependent Claim Troubleshooting Guide Someone Claimed My Child:A Step-by-Step Tax Filing Guide Check the rejection, confirm your eligibility, file through the correct route, and prepare for any IRS follow-up. By Refund Talk •…
RefundTalk • Tax Benefits Navigation Guide Tax Credits and Deductions Guide: Which Benefits Could Apply to You? Start with your household circumstances, find benefits worth reviewing, and gather the records needed to confirm eligibility. Last…
For many Americans, a tax refund is simply viewed as extra money or a yearly bonus. But for low-income households, tax refunds often play a much larger role. In many cases, a refund can mean…
Tax season doesn’t usually get people excited—but 2025 tax changes are different. Thanks to the One Big Beautiful Bill (OBBB), signed into law last year, this filing season introduces meaningful updates that could put more…
The next round of the advance child tax credit is set for Nov. 15. But if you’re worried that you’re getting too much or too little money, well, the IRS is asking that some people…
The Child Tax Credit continues to be one of the most valuable tax benefits for families, especially during years when monthly advance payments are available. But many parents are still unsure how eligibility works, when…
The IRS is now making monthly child tax credit payments to eligible families. Depending on the age of your child, those payments can be as much as $300-per-kid each month from July to December. That’s an…
The Advance Child Tax Credit payments were based on the IRS records from the most recent tax return on file. This means the parent who claimed the child last year may have received the monthly…
Stimulus payments are being sent out by the federal government this fall. The next payment is scheduled to be delivered in about three weeks. The payments are part of the American Rescue Plan that President Joe…
After parents were issued their child tax credit check on Sept. 15, they’ll have three more monthly payments this year and one next year. Due to changes made in the American Rescue Plan to help families, households…
When Custody Changes, So Do The Payments Advance Child Tax Credit payments were based on the most recent tax return the IRS had on file. But custody situations change, and many families discover that whoever…
There are pros and cons to either filing your taxes now or holding off a few more weeks in terms of the proposal for $1,400 stimulus payments. As Democrats push forward with crafting the next…
Two items in the COVID relief package affect how much money the government will send parents to cover their children in 2021. Inside the COVID relief package that could be voted on by the full House as…
Most of the time, children are considered to be an extension of their parents when it comes to a legal application until the age of majority. Therefore, many taxpayers are surprised to learn their child…
Are you wondering how the new IRS tax law changes will affect you? Be prepared with need-to-know answers to all your tax reform questions. We’ve been keeping track of all the tax law changes so…
