Deductions & Credits - Making English Out of Tax Geek - Part 3

The first two installments of this series definedhome buyers. The credit is still 10% of the
deductions and credits, and looked atpurchase price and is phased out for incomes
non-refundable tax credits. And with what we'veover $75,000 ($150,000 if married). And there's a
covered so far, it's easy to see how thoughtfulbonus: a first time homebuyer is anyone who has
planning, self-improvement and a good accountantnot owned a home in the last three years - it
can reduce - or even eliminate - your tax bill.doesn't really mean your first home purchase.
Today, let's take a closer look at refundable tax2. Recovery Rebate Credit If you missed the
credits.2008 stimulus check, you might be in luck. The
In Part 2, we saw how non-refundable tax creditsRecovery Rebate Credit may be available if you
reduce your tax bill, but they don't give back anyfall into one of these categories:
extra.3. - You gained an additional qualifying child in 2008
The best kind of credit is the refundable tax4. - Someone claimed you as a dependent in
credit. It reduces your tax bill, AND increases your2007, but you will file independently for 2008. My
tax check. For example, if you have a tax bill ofdaughter Arielle was a dependent college student
$1,000, and a refundable tax credit of $1,500 -for 2007; now she is working and will not be a
you get a $500 check from our now dear Uncledependent for 2008.This means my "Baby" girl
Sam.gets an additional $300 for this credit (Do you
Here are three refundable tax credtis you canthink she will pass some back to Dad?).
take advantage of:5. - You didn't have a valid Social Security Number
in 2007, but got it in 2008.
1. 1st Time Homebuyers Tax Credit Get this one6. Earned Income Tax Credit (EITC) This much
while it lasts. It has two periods. The first periodmaligned credit may come in handy this year if
ran from April 9, 2008 until December 31, 2008. Ityou saw a substantial drop in income, or your
offered a $7,500 interest free loan from Uncleincome was up to $ 41,646 for a couple filing
Sam. This credit is for 10% of the purchase pricejointly with two children. This credit can be for as
of your home purchase (up to $7,500). The creditmuch as $4,828 with two eligible children. . EITC is
is repaid over a 15 year period, with repaymentbased on income and dependents and is the most
beginning in the second year after receipt of thewidely used IRS credit. Just don't run out and
credit. The new Stimulus Plan added another"rent" some kids to get it! That's the reason this
period from January 1, 2009 until December 31,credit is maligned.
2009, changed the plan from a loan to a gift andThis wraps up our series on tax deductions and
increased the limit to $8,000. That's right, Unclecredits.
Sam is giving away up to $8,000 to first time