State rebate payments and economic relief

 
state rebate payments

With the coronavirus pandemic continuing to affect the financial lives of individuals across the country, many states are offering economic relief to their residents to help them make ends meet and keep state economies going.

Below we’ve listed frequently asked questions for many of the state rebate programs.

Illinois rebate details

New Mexico rebate details

Oregon rebate details

Minnesota rebate details

Connecticut rebate details

Colorado rebate details

Delaware rebate details

Georgia rebate details

Maine rebate details

Indiana rebate details

Massachusetts rebate details

Idaho rebate details

Illinois rebate details

Illinois is issuing a one-time individual income tax rebate of $50 per individual and $100 per dependent, up to three, in July 2022.

FAQs

  • Who is eligible?
    • Each taxpayer who files an individual Tax Year 2021 income tax return by October 17, 2022, and
    • Whose adjusted gross income for the taxable year is less than $200,000 (or $400,000 for joint filers)
  • How much is the taxpayer eligible for?
    • $50 for single filers and $100 for spouses filing a joint return,
    • Plus, an additional $100 for each dependent, up to 3 dependents
    • For part-year resident’s, the amount of the rebate will be in proportion to the amount of income attributable to the state for tax year 2021
  • When will taxpayers receive the payment?
    • Payments will begin the week of September 12 and will take several months to be issued.
    • If the taxpayer did not receive a refund or received a paper check refund, it may take longer for the rebate to be issued.
  • How will taxpayers receive the payment?
    • Generally, taxpayers should receive the rebate in the same manner that they received their tax year 2021 refund.

New Mexico rebate details

New Mexico has three rounds of rebate payments to be issued May through August.

FAQs

  • Who is eligible?
    • New Mexicans who file their Tax Year 2021 New Mexico income taxes
    • Round 1
      • Taxpayer must file their Tax Year 2021 New Mexico tax return by May 31, 2023
      • No income restrictions or phaseouts
      • New Mexico expects to issue 500,000 direct deposits and 200,000 checks.
    • Round 2
      • Taxpayer must file Tax Year 2021 New Mexico return. There is no filing deadline.
      • Taxpayer must have income below:
        • $150,000 for Married Filing Joint/Head of Household/Surviving Spouse
        • $75,000 for Single/Married Filing Separately
    • Round 3 has the same eligibility requirements as Round 1
    •  
  • How much is the taxpayer eligible for?
    • Each round has the same payout amounts
      • $500 for joint filers, heads of households and surviving spouses
      • $250 for single filers and married individuals filing separately
    • The rebate may be reduced for 2021 state tax liability before issuing the remainder to the taxpayer
  • When will taxpayers receive the payment?
    • Round 1
      • Direct deposit payments began in mid-May and concluded in late May
      • Paper checks will be issued into mid-June. The state will issue 200,000 checks but can only print 14,000 per day
    • Round 2 expected in July
    • Round 3 expected in August
  • How will taxpayers receive the payment? Generally, taxpayers should receive the rebate in the same manner they received their taxy year 2021 refund.
    • Taxpayers who had a balance due will likely receive the payment by check.

For more information, visit the links below:

 Oregon rebate details

Oregon Legislature recently passed House Bill 4157 which will provide One Time Assistance Payments (OTAP) of $600 to Oregon households who received an Earned Income Tax Credit (EITC) on their 2020 tax filing.

FAQs

  • Who is eligible?
    • Oregon households who filed a tax year 2020 return by December 31, 2021, and received Earned Income Tax Credit (EITC)
      • If taxpayer didn’t receive EITC but was eligible and filed their return by December 31, 2021, they are still eligible for the rebate if they filed an amended return for 2020 by April 15, 2022, to claim the EITC. Taxpayers who missed this deadline will not receive a payment.
    • One or more member of the household on the tax year 2020 return must have resided in the state for at least half of the year and be an Oregon resident for 2020
    • Taxpayer must have been alive as of March 17, 2022
  • How much is the taxpayer eligible for?
    • $600 per household
    • The payment will not be reduced if a household owes money to the state or federal government
  • When will taxpayers receive the payment?
    • The one-time payment will be sent by July 31, 2022
  • How will taxpayers receive the payment?
    • Generally, taxpayers should receive the rebate in the same manner that they received the refund from their most recent tax return, including their 2021 tax return.

For more information, visit the link below:

Minnesota rebate details

The Frontline Worker Pay Program enables eligible COVID-19 frontline workers to apply to receive equal portions of a pool of funds, up to $1,500 per eligible worker, with payments in the fall. The Frontline Worker Pay application was open June 8 through July 22, 2022. Eligible workers had 45 days to apply for Frontline Worker Pay.

FAQs

  • Who is eligible?
    • Taxpayer must have been employed at least 120 hours in Minnesota in one or more frontline sectors (find details in the state FAQs) between March 15, 2020, and June 30, 2021
    • For at least 120 hours worked during this time period the taxpayer –
      • was not able to telework due to the nature of their work and
      • worked in close proximity to people outside of the individual’s household;
    • Taxpayer must not have received an unemployment insurance benefit payment for more than 20 weeks for the weeks between March 15, 2020, and June 26, 2021.
    • Taxpayer’s adjusted gross income for Tax Year 2020 or 2021 must be less than:
      • for an individual who was employed in an occupation with direct COVID-19 patient care responsibilities:
        • $350,000 for a married taxpayer filing a joint return and
        • $175,000 for all other filers; or Updated: May 23, 2022
      • for all other individuals:
        • $185,000 for a married taxpayer filing a joint return and
        • $85,000 for all other filers.
  • How much is the taxpayer eligible for?
    • Up to $1,500 per eligible worker
    • Payment amount will be determined when available funds are evenly divided among all eligible frontline workers whose application was approved.
  • When will taxpayers receive the payment?
    • Payments are expected in early fall depending on the time necessary for processing applications, appeals and payments.
  • How will taxpayers receive the payment?
    • Eligible frontline workers must apply between Wednesday, June 8 and Friday, July 22, 2022, at frontlinepay.mn.gov.
    • When the taxpayer applied, they chose a form of payment between direct deposit or a prepaid debit card. If the applicant chose direct deposit, they provided their bank routing number and account number.

For more information, visit the link below:

Connecticut rebate details (Child Tax Rebate details follow)

Eligible taxpayers can apply for assistance benefits from the Connecticut Essential Worker COVID-19 Assistance Fund to cover lost wages, out-of-pocket medical expenses, and burial expenses. Funds are first-come, first-served, and impacted taxpayers must apply by December 31, 2022.

FAQs

  • Who is eligible?
    • Between March 10, 2020, and July 20, 2021, taxpayer or their family member who died contracting COVID-19 must
      • Be a resident of Connecticut
      • Employed as an essential worker
      • Have contracted COVID-19
    • And taxpayer must have experienced one of the following
      • Lost wages due to being unable to work after a COVID-19 diagnosis or related illness
      • Out-of-pocket medical expenses due to a COVID-19 diagnosis or related illness
      • A relative or family member who was an essential worker died as a result of COVID-19 after being diagnosed with COVID-19 between March 10, 2020 and July 20, 2021
  • How much is the taxpayer eligible for?
    • Qualifying taxpayers can apply for lost wages, out-of-pocket medical expenses, or both.
      • Unpaid Leave: 75% of average weekly pay based on the number of days taxpayer was unable to work.
      • Out-of-Pocket Medical Expenses: 100% of all submitted out-of-pocket medical expenses that were a result of contracting COVID-19.
    • Family members of deceased qualifying workers can additionally apply for $3,000 to cover incurred burial or funeral expenses.
    • The taxpayer will see the benefit amount(s) calculated during the application process.
    • Taxpayers must apply by December 31, 2022.
  • When will taxpayers receive the payment?
    • Payments are made on a first-come, first-served basis, until June 30, 2024
    • Once the taxpayer’s application is reviewed and approved, a payment will arrive within 60 business days
    • If more than 60-days has passed, taxpayer can call 833-660-2503 to inquire about the application status
  • How will taxpayers receive the payment?
    • Payment will be made in the method the taxpayer selected during their application process

For more information, please visit the links below:

Connecticut CTC 

The Child Tax Rebate is a one-time rebate worth $250 per child, up to a maximum of $750, that is intended to assist Connecticut families with children. Eligible taxpayers must apply by July 31, 2022.

Who is eligible? 

To be eligible for the Child Tax Rebate, the taxpayer must meet all of the following requirements:  

  • Taxpayer must be domiciled in Connecticut at the time of filing the application;  
  • Taxpayer must have properly claimed at least one child who was 18 years of age or younger as a dependent on the 2021 federal income tax return; and  
  •  Taxpayer must meet certain income thresholds based on federal Adjusted Gross Income and filing status from their 2021 federal income tax return: 
  • For Single or Married Filing Separately, taxpayers may be eligible for the Child Tax Rebate if income was less than or equal to $100,000; 
  • For Head of Household, taxpayers may be eligible for the Child Tax Rebate if the income was less than or equal to $160,000;  
  • For Married Filing Jointly or Qualifying Widow(er), taxpayer may be eligible for the Child Tax Rebate if the income was less than or equal to $200,000. 
  • Rather than providing for an “income cliff,” the income limits phase out. If the taxpayer’s income exceeds the thresholds, the rebate amount begins to phase out by 10% for each $1,000 of income above the income limit. 

How much is the taxpayer eligible for? 

  • a $250 rebate per qualifying child (up to a maximum of three children and a maximum amount of $750) 
  • Child tax rebate will be offset for outstanding taxes 
  • The rebate is phased out if income exceeds thresholds outlined above 

When will taxpayers receive the payment? 

  • The Department expects to begin issuing Child Tax Rebate checks in late August 2022. 

How will taxpayers receive the payment? 

  • Form CT-Child Tax Rebate, Child Tax Rebate Application, may only be submitted electronically through the DRS website at https://portal.ct.gov/DRS/Credit-Programs/Child-Tax-Rebate/Overview. No paper applications will be accepted. 
  • The Child Tax Rebate will be issued in the form of a check that will be mailed to the address you provide on the application. 

For more information, visit the links below:

Colorado rebate details

The Colorado Cash Back program gives Coloradans a tax rebate of at least $750 for individual filers and $1,500 for joint filers by June 30, 2022, or, for extension filers, by January 31, 2023.

FAQs

  • Who is eligible?
    • Taxpayer must be:
      • At least 18 years old as of December 31, 2021,
      • A full-time resident of CO in 2021, and
    • Taxpayer must have:
      • Filed a 2021 CO income tax return for 2021 by June 30, 2022,
      • Be on extension and file their 2021 CO income tax return before October 17, 2022, or
      • Received a property tax, rent, or heat credit rebate for the 2021 grant year by June 30, 2022.
  • How much is the taxpayer eligible for?
    • $750 for individual filers
    • $1,500 for joint filers
    • The payment will be reduced by any back taxes owed, debts owed to other state agencies, and any IRS levies.
  • When will taxpayers receive the payment?
    • If the taxpayer files a 2021 CO income tax return by June 30, 2022, payment will be issued by September 30, 2022
    • If the taxpayer files a 2021 CO tax return by the October 17, 2022, extension deadline, payment will be issued by January 31, 2023    
  • How will taxpayers receive the payment?
    • To prevent fraud, Colorado will issue all payments by check, mailed to the last known address as identified on the 2021 tax return,
    • No payments will be issued by direct deposit.
    • If the taxpayer needs to update their address, they can do so in two ways:
    • What if the taxpayer asks why fees were withdrawn from their rebate payment?
      • Not applicable. All payments will be issued by mail as paper checks.
    • ACH payment file description to identify the rebate payments?
      • Not applicable. No ACH payments/no direct deposit

For more information, please visit the links below:

Delaware rebate details

The 2022 Delaware Relief Rebate Program is a one-time direct payment of $300 issued by check via the mail to all Delaware residents who filed a timely 2020 return. Eligible individuals who did not file will be able to do so when Delaware launches a filing portal by October 17, 2022. More details to come.

FAQs

  • Who is eligible?
    • Taxpayers who filed their 2020 Delaware resident personal income taxes by October 15, 2021, are automatically eligible.
    • Taxpayers over age 18 as of December 31, 2021, who did not file a tax year 2020 Delaware tax return will be able to provide their information through a tool that Delaware will launch by October 17, 2022. Additional information will be provided as it becomes available.
    • Taxpayer cannot be deceased as of the date of payment issuance.
  • How much is the taxpayer eligible for?
    • One-time payment of $300 to individuals
  • When will taxpayers receive the payment?
    • Delaware issued the first round of 600,000 payments in May 2022 to individuals who timely filed 2020 DE resident income tax returns
    • Additional payments will be made throughout summer 2022 to DE adult residents who timely filed 2021 tax returns and to other individuals over age 18 identified via other State agency data.
    • If taxpayer did not receive the payment within three weeks after it was issued, contact the Division of Revenue at dor_rebate@delware.gov or 302-577-8200, Option 1.
  • How will taxpayers receive the payment?
    • All payments will be issued by check via the mail.
    • Payments will be mailed to the most recent address on file with the Division of Revenue.

For more information, please visit the links below:

Georgia rebate details

Georgia will either 1) issue a separate refund payment for taxpayers whose returns were processed before Georgia implemented the law in April, or 2) incorporate the additional refund amount into their Tax Year 2021 return if it was processed after the law was implemented. The credit amount is based on Tax Year 2020 return information but issued as a Tax Year 2021 refund.

FAQs

  1. Who is eligible?
    • An individual who filed an income tax return for 2020 and 2021 taxable years by the due date for filing tax year 2021 returns (October 17, 2022)
    • The following are ineligible:
      1. Nonresident aliens
      1. Individuals claimed as a dependent for federal or Georgia income tax purposes on a tax year 2020 or 2021 return, and
      1. Estates or trusts.
  2. How much is the taxpayer eligible for?
    • The lesser of
      • Tax Year 2020 income tax liability (Line 16 of 2020 Georgia Form 500 or Line 4 of 2020 Georgia Form 500EZ), or
      • Based on Tax Year 2020 filing status:
        • $250 for Single/Married Filing Separate
        • $375 for Head of Household, or
        • $500 for Married Filing Jointly
    • For taxable nonresidents or part-year residents, the amount is prorated by the ratio of income taxable to Georgia.
    • Georgia will offset the payment for outstanding Georgia state debts or income tax liability
  3. When will taxpayers receive the payment?
    • Payments will be issued after the 2021 return is processed.
    • Separate refund payments for those whose returns were processed before the law was implemented began May 2022. Georgia anticipates issuing substantially all of the refunds by early August for returns filed by April 18, 2022.
  4. How will taxpayers receive the payment?
    • For taxpayers whose returns were processed before Georgia implemented the law, Georgia will send a separate payment using the same method as the taxpayer’s Tax Year 2021 refund
    • For taxpayers whose returns were processed after Georgia implemented the law, Georgia will incorporate the payment into the Tax Year 2021 tax liability, and if there is a refund, include the payment with the refund.

For more information, please visit the link below:

Maine rebate details

Maine is mailing $850 direct checks to 858,000 Maine residents who file a 2021 Maine individual income tax return with Federal Adjusted Gross Income (AGI) under the income thresholds by October 31, 2022.

FAQs

  1. Who is eligible?
    • Taxpayer must file a 2021 Maine individual income tax return by October 31, 2022 as a full-year Maine resident.
    • Taxpayer must not be claimed as a dependent, and
    • Taxpayer must have a Federal adjusted gross income (AGI) of less than:
      • $100,000 if filing single or if married and filing separately;
      • $150,000 if filing as head of household;
      • $200,000 for couples filing jointly.
  2. How much is the taxpayer eligible for?
    • $850 for each individual, $1,700 for joint filers
  3. When will taxpayers receive the payment?
    • the first round of relief checks will be mailed in June 2022 – and will be delivered on a rolling basis through the end of the year as returns are received.
    • If the taxpayer believes they are eligible but did not receive their payment or if it was lost, stolen, or destroyed, contact Maine Revenue Services at (207) 624-9924.
  4. How will taxpayers receive the payment?
    • Relief checks will be mailed via U.S. Postal Service to the address provided on your 2021 Maine individual income tax return
    • If the taxpayer needs to update their address with Maine Revenue Services, they can submit in writing: the date of request, as well as their name (printed), social security number, signature, and proof of the new address (such as an updated photo ID, a utility bill, lease, etc.).
      • Send the request via email to relief.payment@maine.gov or via regular mail to: Maine Revenue Services, PO Box 9107, Augusta, ME 04332-9107

For more information, please visit the links below.

Indiana rebate details

Taxpayers who filed an Indiana resident tax return for the 2020 tax year by January 3, 2022, will receive an Automatic Taxpayer Refund of $125 for individuals, $250 for joint filers.

FAQs

  1. Who is eligible?
    • if you filed an Indiana resident tax return for the 2020 tax year with postmark date of January 3, 2022, or earlier. An Indiana resident tax return means you filed your state taxes using one of the following:
      • Form IT-40, Indiana Full-Year Resident Individual Income Tax Return.
      • Form IT-40PNR, Indiana Part-Year or Full-Year Nonresident Individual Income Tax Return, if you were married and filed jointly AND you were an Indiana resident for the entire year (2020).
      • Form SC-40, Unified Tax Credit for the Elderly AND you resided in Indiana for more than six months in 2020.
  2. How much is the taxpayer eligible for?
    • $125 per individual
    • $250 for joint filers
    • The Automatic Taxpayer Refund may be used to offset unpaid state or federal tax liabilities, or liabilities to other state agencies, including – but not limited to – unpaid child support or unemployment overpayments, and unpaid tuition to Indiana public colleges and universities.
    • Taxpayer will receive a letter if the Automatic Taxpayer Refund is used to offset a liability. This letter may arrive after the taxpayer receives the refund.
  3. When will taxpayers receive the payment?
    • Direct deposits will begin in May and continue through mid-summer.
    • Indiana will begin mailing checks in late summer
    • Taxpayers should allow until September 1 to receive their Automatic Taxpayer Refund. Additional guidance on what to do if you do not receive it will be provided by the Indiana Department of Revenue at that time.
  • How will taxpayers receive the payment?
    • How you receive your Automatic Taxpayer Refund depends on information contained in your 2021 Indiana Individual Income Tax return.
    • Generally, you should receive your Automatic Taxpayer Refund by direct deposit if:
      • You filed an Indiana resident tax return for 2020 before January 3, 2022; and
      • Filed a 2021 Indiana resident tax return by April 18, 2022; and
    • Generally, you will receive a check from the Auditor of State if:
      • You do not meet the requirements for direct deposit (see above); or
      • You filed for an extension of time to pay on your 2021 Indiana resident tax return; or
      • Your Automatic Taxpayer Refund could not be otherwise deposited directly into your bank account.

For more information, please visit the links below:

Massachusetts rebate details

Massachusetts will issue two rounds of $500 checks for the COVID-19 Essential Employee Premium Pay program. Five hundred dollar payments were delivered to nearly 240,000 people in March in the first round of the program. A second round will distribute approximately 300,000 additional checks to other eligible employees in June or, for extension filers, after the October 17, 2022 deadline.

FAQs

  • Who is eligible?
    • March Round 1:
    • Taxpayer must have:
      • Filed a 2020 tax return;
      • Been a Massachusetts resident in 2020, or a part year resident that lived in Massachusetts between March 10, 2020, and December 31, 2020;
      • Earned income of at least $12,750 in 2020 employment compensation; AND
      • Had a total household income at or below 300% of the federal poverty level in 2020 
    • And taxpayer must NOT have:
      • Received any unemployment compensation in 2020; OR
      • If you are an employee of the Commonwealth’s Executive Branch, received a one-time COVID-related payment from the Commonwealth as your employer.
    • June Round 2:
    • Taxpayer must have:
      • Filed a 2021 tax return;
      • Been a Massachusetts resident on or before June 15, 2021, or a part year resident that lived in Massachusetts between January 1, 2021 and June 15, 2021;
      • Earned income of at least $13,500 in 2021 employment compensation; AND
      • Had a total household income at or below 300% of the federal poverty level in 2021 (see table below).
    • And taxpayer must NOT have:
      • Received a $500 payment in the first round of this program; OR
      • Received any unemployment compensation in 2021; OR
      • If you are an employee of the Commonwealth’s Executive Branch, received a one-time COVID-related payment from the Commonwealth as your employer.
  • How much is the taxpayer eligible for?
    • $500 per eligible individual
    • Taxpayers can be eligible for either round 1 or round 2 but not both
  • When will taxpayers receive the payment?
    • $500 payments were delivered to nearly 240,000 people in March in the first round of the program.
    • A second round will distribute approximately 300,000 additional checks in June.
    • Eligible individuals who will file a 2021 tax return on an extension will receive a Round 2 payment after the extension deadline (October 17, 2022) has passed.
  • How will taxpayers receive the payment?
    • All eligible individuals will automatically receive a check in the mail.

For more information, please review the link below:

Idaho rebate details

Idaho rebate details

Idaho is providing a 2022 tax rebate to full-year residents of Idaho as their tax year 2021 returns are processed.

FAQs

  • Who is eligible?
    • A taxpayer who was a full-year Idaho resident for 2020 and 2021 and who filed a tax return or grocery credit refund (Form 24) for both years by December 31, 2022
  • How much is the taxpayer eligible for?
    • Based on the 2020 tax return, the rebate is the greater of
      • $75 per taxpayer and per each dependent, or
      • 12% of the tax amount (Form 40, Line 20, or Form 43, Line 42 for eligible service members)
    • The rebate will be offset by any Idaho state taxes owed, unpaid federal tax debts, or other state debts
  • When will taxpayers receive the payment?
    • The Tax Commission began processing payments in late March 2022, starting with direct deposits and then moving to paper checks. About 25,000 payments will be issued weekly and will continue throughout 2022 as taxpayers file their returns.
  • How will taxpayers receive the payment?
    • Most taxpayers will receive the rebate in the same method that they received their refund
    • Taxpayers with a balance due will receive the rebate by check in the mail
    • If a taxpayer needs to update their address, they can email rebateaddressupdate@tax.idaho.gov with their full name, last four digits of SSN or ITIN, previous address, and new address.

For more information, please visit the links below:

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