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Frequently Asked Questions

"Do I have to file a tax return?"

You must file a tax return if you are a citizen or resident and have met the gross income requirements. You also must file a return to receive a refund or to take advantage of any Earned Income Credit even if you are under the required amounts.

"How long should I keep my records?"

I recommend keeping your actual tax returns indefinitely, however, your supporting documents need only be kept for 4 years.

"I have been unemployed, and my sister lives with me, can she claim Head ofHousehold? Can she claim me as a dependent?"

If your sister lives in the same household, and has contributed more than 50% to the upkeep of the household, she can claim Head of Household, and as long as you have not met the minimum income requirements she can claim you as a dependent.

"I had a baby in December, can I claim the child for the whole year?"

If you have a child at any time before December 31st, of the tax year, you can claim the child for the entire year.

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Anne M. Schuster

Springfield, Oregon

Phone 541-747-5920

Fax 541-747-4975

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