EITC Resources

The Internal Revenue Service (IRS) has a variety of information on tax preparation and filing, including Forms 1040, 1040A, or 1040EZ. Publication 596 is a comprehensive guide to the EITC, providing information on program rules, eligibility, qualifying children, and other related topics. You can use the IRS EITC Assistant to help figure our whether or not you qualify for an EITC.

The Center on Budget and Policy Priorities (CBPP) conducts research and analysis on fiscal policy and public programs that affect low- and moderate-income families and individuals. The CBPP website offers an overview of the Earned Income Tax Credit (EITC), as well as an array of publications and tools, including their Tax Credit Calculator.

For free tax preparation help, contact a Volunteer Income Tax Assistance (VITA) Center to file. Most centers can e-file your return for free. To find a local VITA Center, check the Franchise Tax Board or the IRS VITA Site List.

The World Institute on Disability’s E3 Economic Empowerment Program has information on asset building for people with disabilities that is available as a downloadable book, EQUITY: Asset Building for People with Disabilities, a Guide to Financial Empowerment.

Getting Help with your Benefits

To find an expert who can provide help with your benefits, visit the DB101 Find an Expert page. For questions about work and your Social Security benefits, you can call the Ticket to Work Help Line at 1-866-968-7842 / 1-866-833-2967 (TTY/TDD).

Community Based Organizations

Various community-based organizations provide staff to work with people concerning a range of options on state, federal, public, and private health and income programs. Counseling about benefits, as a community service, is an emerging field of expertise with different levels of services available. Some organizations may work with specific populations while others work with individuals with any type of disability.

Goodwill Industries services range from personal evaluation and office skills training to career counseling, childcare, and transportation. Some of these centers conduct Benefits Planning Assistance and Outreach for Social Security and Medicare beneficiaries related to work activity.

Goodwill IndustriesFind locations at www.Goodwill.org, or by calling (voice) 1-800-664-6577.

California Foundation for Independent Living Centers logoThe California Foundation for Independent Living Centers lists centers serving individuals with all disabilities. Many of these centers conduct Benefits Planning Assistance and Outreach for Social Security and Medicare beneficiaries related to work activity. Most independent living centers can refer callers to local benefit program information if they do not have these services.

Find the list of independent living centers at www.CFILC.org, or by calling (voice) 1-916-325-1690 or (TTY) 1-916-325-1695.

The California Department of Public Health's Office of AIDS lists 1,300 organizations providing HIV/AIDS services throughout California. Some of these organizations offer case management, benefits planning, and benefits counseling services that can include assistance with public and private benefits programs. You can search the list online, or call (voice) 1-800-367-AIDS (2437) or (TTY) 1-888-225-AIDS (2437).

Disability Rights California provides representation for consumers of public programs who are disabled. Website publications include topics on health care, benefit programs, and In-Home Supportive Services.