English Library: Taxes

Most Consumer Action publications are available for download, some available in bulk for non-profit or government agencies to distribute for educational purposes. Further info can be found on the How To Order Consumer Action's Publications page.

Get Credit for Your Hard Work (2020 Tax Year)

Library: English | Get Credit for Your Hard Work (2020 Tax Year): Low-income working taxpayers may qualify for the federal EITC
The Earned Income Tax Credit (EITC) helps low-income working taxpayers and families get more money back when they file their federal income tax return. This publication contains EITC guidelines for the 2020 tax year (for taxes due in April 2021).

NOTE: Announced on Dec. 20, a “lookback” provision will allow low-income workers to apply their 2019 earned income to their 2020 tax returns for the purposes of calculating the EITC or Additional Child Tax Credit (ACTC). For both these credits, the more you earn (while still remaining below the maximum), the higher your credit. The lookback measure will allow filers to receive a credit in line with their normal earnings level, rather than be penalized with a lower credit on top of reduced 2020 earnings caused by the pandemic. However, taxpayers must actively “opt in” to the lookback provision (it won’t automatically occur).

Category: Money Management Taxes on Jan 04, 2021

 
Resources for consumers impacted by the COVID-19 outbreak

Library: English | Resources for consumers impacted by the COVID-19 outbreak

Our staff is keeping this resource guide up to date with information about COVID-19 resources, including the federal CARES Act relief package. Bookmark this page and check back regularly.

In light of the recent coronavirus outbreak, public and private resources are becoming available to help deal with lost wages, illness and school closures.

We will continue to update this list as we learn more.

Category: Banking COVID-19 Pandemic Fraud/Scams Insurance Medical/Healthcare Mortgages Student Loans Taxes Telecom Tenant Rights on Mar 18, 2020

 
Tax Basics for Earners in the ‘Sharing Economy’

Library: English | Tax Basics for Earners in the ‘Sharing Economy’

The sharing economy might enable you to put a little extra cash in your pockets in your spare time, or it could be your primary source of income. Either way, earning money will have an impact on your tax situation. This publication, while not tax advice, will help you understand how to report your income and expenses accurately, why you should take advantage of all the deductions you’re entitled to, how to avoid an unpleasant surprise when you file your tax return, and where to get more information and assistance.

Category: Money Management Taxes on Jan 02, 2019

 
Money Management 1-2-3: Backgrounder

Library: English | Money Management 1-2-3: Backgrounder

This backgrounder guide is part of our “Money Management 1-2-3” financial empowerment educational and training module. The module also contains three multilingual brochures and a lesson plan with PowerPoint training slides.

Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on Jun 07, 2016

 
Money Management 1-2-3: PowerPoint Slides

Library: English | Money Management 1-2-3: PowerPoint Slides

The Money Management 1-2-3 PowerPoint training file is available for download in the “Download File” section.

Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on May 26, 2016

 
Money Management 1-2-3: Seminar Lesson Plan and Class Activities

Library: English | Money Management 1-2-3: Seminar Lesson Plan and Class Activities

This packet, only available as a PDF file, provides guidance for teachers and team leaders. It contains a detailed curriculum, classroom activities and take-home worksheets.

Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on May 26, 2016

 
Money Management 1-2-3: TWO: Achieving Financial Goals

Library: English | Money Management 1-2-3: TWO: Achieving Financial Goals

The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part two, Achieving Financial Goals, addresses updating your budget, accumulating a nest egg and protecting your assets. Topics include budgeting and debt management, saving and investing, homeownership and insurance.

Category: Credit Debt Collection Housing Insurance Investing Mortgages Money Management Taxes on Apr 05, 2016

 
Money Management 1-2-3: ONE: Getting a Strong Start

Library: English | Money Management 1-2-3: ONE: Getting a Strong Start

The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part one, Getting a Strong Start, addresses how to manage your income, use credit wisely and live within your means. Topics include understanding your pay stub, filing your tax returns, creating a budget, setting up bank accounts, establishing and building good credit and managing student loans.

Category: Banking Credit Foreclosure Money Management Student Loans Taxes on Apr 05, 2016

 
 

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