
FAQ
You have questions.
We have answers.
Frequently Asked Questions:
- 01
To claim your child as a dependent, your child must meet either the qualifying child test or the qualifying relative test:
To meet the qualifying child test, your child must be younger than you and either younger than 19 years old or be a "student" younger than 24 years old as of the end of the calendar year.
There is no age limit if your child is "permanently and totally disabled" or meets the qualifying relative test.
In addition to meeting the qualifying child or qualifying relative test, your child must also meet all the other tests for claiming a dependent:
Dependent taxpayer test
Citizen or resident test
Joint return test
- 02
There are several ways to tell the IRS that your address has changed:
IRS FORM - Use IRS Form 8822, Change of Address or IRS Form 8822-B, Change of Address or Responsible Party-Business.
TAX RETURN - Use your new address when you file your tax return.
WRITTEN STATEMENT - Send the IRS a written statement with your:
Full Name
Old Address
New Address
Social Security Number (ITIN or EIN)
Mail your written statement to the address where you filed your last return.
- 03
No, one of the conditions of your installment agreement is that any refund due to you, the IRS will automatically apply against the taxes you owe. Because the refund isn't applied towards your regular monthly payments, continue making your installment agreement payments as scheduled until you pay your liability, including accrued penalties and interest in full.
- 04
Generally, to qualify for the Head-of-Household filing status, you must have a qualifying child or dependent. However, a custodial parent may be able to claim the Head-of-Household filing status with a qualifying child even if he or she released a claim to exemption for that child.
- 05
Visit our tax return page here to learn more.
- 06
You must have reported all qualified tips to your employer monthly (you can report using IRS form 4070 or your employer’s form). This includes all cash tips, tips you receive from other employees (shared tips) and credit and debit card tips. Your employers will include all your tips on your W-2. **Note: Keep copies of your monthly reports. For 2025 Tax Season, bring in your paycheck stubs from each of your jobs to show the tips you reported or tips paid by credit or debit cards or a document from your employer showing the above information.
- 07
Your employer must report the total amount of qualified overtime pay on your W-2 or on form 1099 if you are a non-employee. For 2025, Bring in the final paycheck stub from each job you worked during the year or a document from each employer that should show the breakdown of regular pay and overtime pay.
- 08
Your need to bring in the copy of the Bill-of-Sale from the dealer, and the IRS Form 1098-VLI or other document from the financial company that provided the loan – showing the total interest you paid during the tax year. These documents will provide the needed information to apply for the credit.
Have any other questions?
Give us a call 608-757-1989) or fill out the contact form:
