News & Events
Important Notice regarding refund delay for low and moderate income families with children.
NEW IN 2017: Potential Refund Delays for EITC and CTC Recipients
Under legislation in the PATH ACT, passed by US Congress in December 2015, the IRS will delay tax refunds that include the EITC or the refundable part of the CTC (the ACTC) until February 15, 2017. This will enable the IRS to verify information to help prevent identity theft and erroneous refunds.
What you need to know:
- Tax filers should file tax returns as they normally do. There isn’t anything early filers can do to receive the refund earlier.
- Filers who do not claim the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC) are not affected.
- Taxpayers who file tax returns after February 15, 2017 will not experience an additional delay in receipt of their tax refund.
- The delay applies to the entire tax refund of all filers claiming EITC or ACTC. Their refunds will not be released prior to February 15, 2017. If IRS identifies significant mismatches between the income information provided on the return and the information provided by employers to IRS, there can be additional delay as IRS seeks to resolve the mismatch.
- It will also take time for these refunds to be processed through financial institutions. Factoring in weekends and the President’s Day holiday, many families may not see a refund until after Feb 27.
- You may see advertisements or offers for loans or advances to get your tax refund faster. Be careful to look at all the terms of any type of “refund advance” before agreeing to accept one. No one can get your refund to you faster than the IRS; anything sooner is a loan and interest and fees may be charged.
Tips for managing the refund delay:
- Before you file your return, make sure you have all the documents and statements you need to verify your income and deductions for which you are eligible.
- File your return as soon as you have all the necessary documents. Waiting to file could further delay your refund.
- Prioritize all your essential bills like rent and utilities. Don’t rely on your refund to pay these bills if a delay in your tax refund will make you late.
- If you use plan to make a credit card payment with your tax refund, remember that you could incur late charges on your bill if your refund does not show up in time.
- If you write a check to pay expenses, wait until you are sure the deposit has cleared in your account. Don’t risk bounced check fees based on when you usually get your refund!!
UNITED WAY, PARTNERS GARNER $23.3 MILLION FOR LOCAL FAMILIES
Over $23 million in tax refunds were returned to local families, thanks to the Regional Volunteer Tax Assistance Collaborative which provides free tax preparation services and Earned Income Tax Credit (EITC) outreach. Collaborative partners include United Way of Greater Cincinnati, AARP Foundation Tax-Aide program, the Ohio Benefit Bank and the Internal Revenue Service.
TAX DEADLINE IS APRIL 18- HOWEVER, MOST VITA SITES CLOSE APRIL 9
- Sites open in April 2016 by date
- Tax SuperSaturday, April 9!
- Click here for information on what to bring to a tax site.
- Click here for help doing your own taxes online from home!
- Informacion sobre servicios en español
Tax Sites 2016
Tax sites are now open. Click here for times, locations and other details.
Click here for information on what to bring to a tax site.
Click here for help doing your own taxes online from home!
In the media:
SOAPBOX Story: United Way leads effort for Earned Income Tax Credit awareness via free tax prep
In December 2015, Congress acted to make enhancements to the Earned Income Credit permanent. This was the result of extensive advocacy. What a victory for working families!