Module 3 - Earned Income Tax Credit and Free Tax Preparation

Sep 27, 2026

Uploaded by cksankcs

Module 3 explains the Earned Income Tax Credit (EITC) and how it supports people with disabilities through potential tax refunds and improved financial wellness. The module covers eligibility for the credit and introduces Volunteer Income Tax Assistance (VITA) as a way to prepare and file tax returns for free. It provides facilitator setup guidance, required materials, and pre- and post-test evaluation forms plus an agenda covering instruction, community connections, exercises, homework, and closing evaluation.

LanguageEnglish

CategoryExam

FormatPDF

Pages17

Reading Time43 min

AccessFree to download

Objectives

Value of This Module

Facilitator Preparation

Gather

Pre- and Post-Test Evaluation

Session Location and Participant Info

Knowledge Ratings

Feedback Questions

Agenda

Introduction and Overview

PowerPoint Presentation

Break and Community Connections

Exercises, Homework, and Closing

Module 3: Earned Income Tax Credit and Free Tax Preparation July 2022 Welcome! Module 3, Earned Income Tax Credit and Free Tax Preparation Assistance, introduces participants to the Earned Income Tax Credit (EITC) . It includes who is eligible for the tax credit and how the EITC is used by people with disabilities to improve their economic status. Participants will also learn about Volunteer Income Tax Assistance (VITA) sites where assistance is provided to prepare and file a tax return for free. Objectives • Provide an overview on the Earned Income Tax Credit. • Understand who is eligible for the Earned Income Tax Credit. • Identify and understand how to access free tax preparation services. Value of This Module Myth: Because I have a disability, there is no need to file taxes. Reality: Filing taxes and accessing qualified tax credits may provide a refund to help build your financial wellness. MODULE 3: EARNED INCOME TAX CREDIT AND FREE TAX PREPARATION FACILITATOR PREPARATION Facilitator Preparation • Prior to this workshop, the facilitator should review the following websites: [o ](o eitc.irs.gov)[ eitc.irs.gov](o eitc.irs.gov) [o ](o irs.gov/es/spanish)[ irs.gov/es/spanish](o irs.gov/es/spanish) [o ](o irs.gov/forms-pubs/disability-related-products)[ irs.gov/forms-pubs/disability-related-products](o irs.gov/forms-pubs/disability-related-products) [o](o www.irs.gov/individuals/more-information-for-people-with-disabilities)[ ](o www.irs.gov/individuals/more-information-for-people-with-disabilities)[www.irs.gov/individuals/more-information-for-people-with-disabilities](o www.irs.gov/individuals/more-information-for-people-with-disabilities) [o ](o nationaldisabilityinstitute.org/financial-wel)[ nationaldisabilityinstitute.org/financial-wel](o nationaldisabilityinstitute.org/financial-wel)lness/taxes [o ](o eitc.irs.gov/partner-toolkit/fact-sheets/free-tax-help/free-tax-help-1)[ eitc.irs.gov/partner-toolkit/fact-sheets/free-tax-help/free-tax-help-1](o eitc.irs.gov/partner-toolkit/fact-sheets/free-tax-help/free-tax-help-1) [o ](o eitcoutreach.org)[ eitcoutreach.org](o eitcoutreach.org) [o ](o getyourrefund.org/en)[ getyourrefund.org/en](o getyourrefund.org/en) • Review PowerPoint presentation for Module 3. • Complete all activities in Module 3 to familiarize yourself with each activity. • Identify and invite a guest speaker for Making Connections in Your Community segment. Gather: • Laptop and LCD projector • Sign-in sheet • Easel pad and easel • Markers • PowerPoint presentation (Make copies* if you would like to distribute to attendees.) • Agenda (Make copies if you would like to distribute to attendees.) • Activities (Make copies of activity handouts.) • Homework assignment (Make copies.) • Evaluation (Make copies.) *Don’t forget large print copies, in size 20 font, if requested. MODULE 3: EARNED INCOME TAX CREDIT AND FREE TAX PREPARATION PRE-AND POST-TEST EVALUATION Location of session: Date of session: Trainers: , Participant type (please check one): Person with a developmental disability Parent Other, please specify Participant name (optional): Please complete this section BEFORE the beginning of this training session. 1. How much do you know about the following topics? | | I don’t know
anything
about this. | I know a
little about
this. | I know a lot
about this. | | --- | --- | --- | --- | | a. Whether I need to file a tax return. | | | | | b. Whether I may be eligible for the Earned Income Tax Credit (EITC) . | | | | | c. How to find a location that will complete my tax returns for free. | | | | The remainder of the form will be completed at the end of this training. 2. How much do you know about the following topics? | | I don’t know
anything
about this. | I know a
little about
this. | I know a lot
about this. | | --- | --- | --- | --- | | a. Whether I nee

FAQs

Who is eligible for the Earned Income Tax Credit (EITC)?

The module explains eligibility for the Earned Income Tax Credit and focuses on who may qualify to receive the credit.

How can participants get free help preparing and filing tax returns?

The module introduces Volunteer Income Tax Assistance (VITA) sites where assistance is provided to prepare and file tax returns for free.

What is the key purpose of Module 3 for people with disabilities?

The module addresses the belief that people with disabilities do not need to file taxes, and emphasizes that filing and accessing qualified tax credits may provide refunds to support financial wellness.

Sep 27, 2026

Uploaded by cksankcs