Child Tax Credit
Earned Income Tax Credit
FS Process
100

Dependents must be under this age at the end of the year to be eligible for the Child Tax Credit.

What is 17?

100

You must be this old to be eligible for the Earned Income Tax Credit as a single filer. 

What is 25?

100

The Quality Review turnaround time can be found on this Elevate page.

What is the Full Service Community?

200

Children need this type of valid number to be eligible for the Child Tax Credit.

What is Social Security Number?

200

You must have at least this much earned income to be eligible for the Earned Income Tax Credit. 

What is $1?

200

This is required after any revisions in Full Service have been addressed. 

What is a manual review? (second review)

300

Dependents generally must live with you for at least this amount of the year to be eligible for the Child Tax Credit. 

What is more than half the year? (183 days)

300

This is the maximum credit amount for a single filer in TY 2024. 

What is $632?

300

Unlike e-filed engagements, paper filed returns will not do this automatically. 

What is close? (Advance to post file and close automatically)

400

This portion of the Child Tax Credit is refundable. 

What is the Additional Child Tax Credit? 

400

Investment income over this amount will make you ineligible for the Earned Income Tax Credit in TY 2024.

What is $11,600?

400

Phone status should be set to available AT LEAST this amount of time before a scheduled Full Service appointment.

What is 10 minutes? 

500

In one of the world's great mysteries, approximately this many US children disappeared when the IRS began requiring a Social Security Number to claim a dependent in 1987. 

What is 7 million? 

500

This is the maximum credit amount for a person with 3 or more qualifying children in TY 2024.

What is $7,830

500

Clients must upload this percentage of their documents before we move their engagement to the "Preparing Return" stage.

What is 0%?