Here’s who doesn’t qualify for California inflation relief checks

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(NEXSTAR) – There are few people who would reject a payment of up to $1,050, and millions of Californians are poised to get one in the coming months. But not everyone qualifies for the long-awaited Middle Class Tax Refund, also called inflation relief payments.

here’s how confirm that you qualify before payments are issued from October.

tax term

Inflation relief payments are based on your 2020 taxes, and to qualify, you must have filed your 2020 taxes by the extended deadline of Oct. 15, 2021, according to the Franchise Tax Board.

If you fell behind on your taxes and filed after October 15, you generally don’t qualify.

There is a different deadline for some taxpayers without a social security number who file taxes using an ITIN (Individual Taxpayer Identification Number). The FTB Explain“If you applied for an Individual Taxpayer Identification Number (ITIN) but did not receive it by October 15, 2021, you must have filed your completed 2020 tax return on or before February 15, 2022.”

Residence Permit

Think about 2020: were you a California resident for at least six months of the year? Are you still a California resident now and will you still be a California resident in October 2022? You must answer yes to all those questions to collect the free money.

dependency status

If you were eligible to be claimed as a dependent in tax year 2020, you do not qualify for the tax refund. This requirement could eliminate young adults who may be alone now, but were still dependent two years ago.

income threshold

Californians with higher incomes cannot collect under this inflation relief program. For individual filers, the income limit is $250,000. For couples filing jointly, heads of households, or surviving spouses, the limit is $500,000.

If your adjusted gross income was $250,001 or more as an individual, or $500,001 or more as a couple, you will not receive a direct payment.

Remember, while payments will be due in late 2022, they are based on 2020 taxes, so you’ll need to check those tax forms to see if you qualify. The number you are looking for should be listed as “CA AGI” or California Adjusted Gross Income.

If you meet the four requirements above, you qualify for at least a portion of the middle class tax refund. The smallest possible payment is $200, while the largest is $1,050. The amount you receive will depend on your income and whether you have dependents.

Payments will be issued by direct deposit or debit cards. The state is expected to begin issuing payments in late October and complete most payments by January 2023.

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