Please complete and submit with supporting documentation
In general, individuals may not be claimed as a dependent, unless:
1) they were a U.S. citizen or a U.S. legal resident, and
2) you provided over half of their total support in 2021, and
3) they had gross income of less than $4,300 and was your qualifying relative, or, the individual was your child and
a. Your child was under age 19 at the end of 2021, or
b. Your child was under age 24 at the end of 2021 and was a student for any 5 months.
For parents that share joint custody of a child, a test must be performed before the child could be claimed. The taxpayer claiming the child must have the other parent's sign form 8332 (ask your tax advisor) “releasing the right to claim the child”
If you have dependents under the age of 19 or less than 24 years old (student) and you are not the parents of the dependents, please provide the following information. If you have no Dependents, skip this section.
Please note: you are part of a C-Corp, S-Corp or Partnership/Multi-Member LLC Tax return you must file those returns first before you can file your personal tax return.
There are two methods simplified method or regular method.
You can use the standard mileage deduction or actual expense when deducting expenses for your vehicle.
You may deduct car/truck expenses for business travel,
If you’re not sure and have questions regarding the offset of your federal tax refund or offset of another U.S. government-issued payment, call the Treasury Offset Program Call Center at 1-800-304-3107.
Families First Coronavirus Response Act - Employee Paid Leave Rights
Qualifying reasons for leave: Under the FFCRA, an employee qualifies for paid sick time if the employee is unable to work (or unable to telework) due to a need for leave because one of the situations below applies to the employee.
1. Is subject to a federal, state, or local quarantine or isolation order related to Covid-19
2. Has been advised by a health care provider to self-quarantine related to Covid-19
3. Is experiencing Covid-19 symptoms and is seeking a medical diagnosis
4. Is caring for an individual subject to an order described in (1) or self-quarantined as described in (2)
5. Is caring for a child whose school or place of care is closed (or childcare provider is unavailable (for reasons related to Covid-19
6. Experiencing any other substantially similar condition specified by the Secretary of Health and Human Services, in consultation with the Secretaries of Labor and Treasury
I acknowledge that all information provided in this form to Ethics Tax and Financial Services, LLC is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documents to validate the information provided. I understand that providing false information on my tax return and reporting to the IRS or State agency is a criminal offense and is punishable by law. Ethics Tax and Financial Services, LLC, and the preparer are not liable for any error due to incorrect information provided by me. By signing below, I authorize Ethics Tax and Financial Services, LLC to file my tax return.
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