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Tax credits & savings

A tax credit, a deduction, and a refund are not the same thing. These guides explain how to identify the tax year and records that matter, and where to get help preparing an accurate return.

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11 guides

AOTC vs. Lifetime Learning Credit: Which Fits Your Costs?

Compare education tax credits, identify qualified expenses after scholarships, and check the 2026 SSN change before completing Form 8863.

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Can't Pay Your Taxes? IRS Payment Plans and Hardship Help

Compare IRS payment plans with hardship relief, check online eligibility, and prepare a realistic request without confusing delay with tax forgiveness.

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Child Tax Credit: How to Check and Claim the Credit

Check Child Tax Credit rules, distinguish the credit from its refundable portion, and prepare the dependent information and Schedule 8812 for your return.

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Earned Income Tax Credit: Check Eligibility and Claim It

Check earned income, qualifying children, filing status, and tax-year limits before claiming the EITC, then use official IRS tools or free preparation help.

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Free Tax Preparation: Find VITA, TCE, or IRS Free File

Find legitimate free tax preparation, check whether a local VITA or TCE site handles your return, and prepare the documents needed for an appointment.

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Saver's Credit Ends in 2026: Saver's Match Starts in 2027

2026 is the last year of the Saver's Credit. In 2027 the Saver's Match starts paying up to $1,000 into your retirement account. Income limits inside.

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California Property Tax Postponement 2026: Senior Guide

California seniors 62+ can postpone property taxes in 2026. See the income limit, 5% interest, lien rules, and the Oct 1-Feb 10 deadline to apply.

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California Young Child Tax Credit 2026 (YCTC)

The Young Child Tax Credit (YCTC) is extra money California pays families who have at least one child under 6 years old. It is refundable, which means you

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Foster Youth Tax Credit California 2026 (FYTC)

The Foster Youth Tax Credit (FYTC) is a California cash-back credit for young adults who spent time in foster care. It is money the state pays you when

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California Renters Credit 2026

California's Renter's Credit is a flat tax credit for people who rent their home. It is not a refund of rent or a separate benefit you sign up for; it

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CalEITC 2026: California Earned Income Tax Credit (Up to $3,756 + YCTC)

CalEITC 2026: earn under $32,900 and claim up to $3,756, plus $1,189 from the Young Child Tax Credit. Refundable, ITIN-eligible, stacks with the federal EITC.

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