If you claim the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC), your refund may be delayed.
You can expect to get your refund as soon as the first week of March if:

• You file your return electronically
• You choose to get your refund by direct deposit
• The IRS found no issues with your return

Documents required to claim the EITC and other dependent related credits: (IF not already on file)

• Social Security documents: Social Security cards, a Social Security number verification letter, prior year return.
• Birth dates for everyone you include on your tax return.
• Copies of last year's federal and state tax returns, for new clients. Calculations can use last year's income if that will increase your EITC. Unemployment income does not count as Earned Income when calculating the EITC. A special rule due to the pandemic lets us compare the 2019 credit to the credit based on 2020 earnings and claim the larger credit.
• All records of income such as:
  • Forms W-2 and 1099
  • Social Security SSA-1099
  • Unemployment 1099-G
  • Pensions, stocks and interest
  • Any documents showing taxes withheld or money paid to you
• All records of expenses such as:
  • Tuition receipts
  • Mortgage interest or real estate tax receipts
  • Receipts and any document to prove an expense you paid
• Bank routing numbers and account numbers to direct deposit your refund
• Dependent childcare information:
  • Name and address of paid caretakers
  • Their Social Security number or other tax identification number
  • Amount paid to the provider
• Proof of residency: Your address and the child's address must match. The document must have your child's name and your home address listed. This is required for each child listed on the tax return. We need to keep in your file (for each tax year) one of the following:
  
  • School records or report card
  • Medical records, receipts, vaccination record, or prescription receipts
  • Daycare provider records
  • Lease or occupancy permit
  • Government forms for Social Security, benefits, or health insurance