Form W-5 - Earned Income Credit Advance Payment Certificate - 2009
Download a blank fillable Form W-5 - Earned Income Credit Advance Payment Certificate - 2009 in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form W-5 - Earned Income Credit Advance Payment Certificate - 2009 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4Caution – Change to Form W-5, Earned Income Credit Advance Payment Certificate (Rev.
January 2009) and Formulario W-5(SP), Certificado del Pago por Adelantado del Credito
por Ingreso del Trabajo (Rev. January 2009)
The American Recovery and Reinvestment Act of 2009 (P.L. 111-5) increased the earned income
credit for joint filers and for taxpayers with 3 or more qualifying children. This affects the 2009
Form W-5 and 2009 Formulario W-5(SP) because it increases the amount of adjusted gross
income you can have and still receive the advance earned income credit if you are married filing
jointly.
The paper and online versions of the form will not be revised, but the Act affects the instructions
as follows.
On page 1, in item 3 under Who is Eligible To Get Advance EIC Payments, the AGI amount of
$38,583 for married filing jointly should be replaced with $40,463.
On page 2 of Form W-5 and page 3 of Formulario W-5(SP), question 3 should read:
3. Do you expect that your 2009 earned income and AGI will each be less than: $35,463
($40,463 if married filing jointly) if you expect to have 1 qualifying child; $40,295 ($45,295 if
married filing jointly) if you expect to have 2 qualifying children; or $43,279 ($48,279 if married
filing jointly) if you expect to have 3 or more qualifying children?
On page 2 of Form W-5 and page 3 of Formulario W-5(SP), under the “Yes” answer to question
3, the AGI amount of $38,583 for married filing jointly should be replaced with $40,463.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial