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Retirement tax questions
Do I Qualify for EITC? https://www.irs.gov/pub/irs-pdf/p5334.pdf
Step One: Answer All of the Following Questions
1. Do you (and your spouse if filing a joint return) have a social security number valid for employment issued by the due date of
your return (including extensions)?
2. Is your filing status married filing jointly, head of household, qualifying widow(er) or single?
3. Have you (and your spouse if married) been a U.S. citizen or resident alien all year or are you or your spouse treated as a
resident alien all year by filing a joint return?
4. Are you NOT claiming a foreign earned income credit (Form 2555 or Form 2555-EZ)?
5. Is your investment income (which includes interest, dividends, rents, royalties, and capital gains) $3,600 or less?
6. Do you have earned income for the year?
7. Are you NOT the qualifying child of another filer?