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Golden State Stimulus II

How to qualify, you must:

  • File your 2020 taxes by October 15, 2021
  • Have a California Adjusted Gross Income (CA AGI) of $1 to $75,000 for the 2020 tax year. For this information refer to:
    • Line 17 on Form 540
    • Line 16 on Form 540 2EZ
  • Have wages of $0 to $75,000 for the 2020 tax year
  • Be a California resident for more than half of the 2020 tax year
  • Be a California resident on the date payment is issued
  • Cannot be claimed as a dependent by another taxpayer
    • A dependent is a qualifying child or qualifying relative. Go to FTB Publication 1540 for more information about a qualifying child and qualifying relative

When you’ll receive your payment:

We anticipate that payments will begin in September 2021.

Stimulus payment deadline

To make sure you receive your payment, file a complete 2020 tax return by October 15, 2021.

If you have an ITIN

If you have an ITIN and meet all the GSS II requirements, these are the amounts you may receive. 

ScenarioStimulus amount
Qualified for GSS I
Claimed a credit for 1 or more dependents)
Qualified for GSS I
Did not claim a credit for 1 or more dependents
You do not qualify for GSS II

If you are married filing separately, visit Married filing separately for more details.

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Unemployment Income $10,200

The $1.9 trillion Covid relief bill gives a tax break on unemployment benefits received last year. The measure allows each person to exclude up to $10,200 in aid from federal tax.

The bill made the first $10,200 of unemployment income, or $20,400 for married couples filing jointly, tax-free for filers with 2020 adjusted gross income of less than $150,000 (for both singles and couples). This applies to your federal tax return. In California Unemployment is nontaxable.

Who’s eligible?

Not everyone qualifies for the tax cut. Only people who earned less than $150,000 in 2020 are eligible.

This income threshold operates as a cliff: Anyone who earned $150,000 or more last year doesn’t get any of the tax break.

The $150,000 ceiling is the same for all taxpayers, regardless of filing status, such as single or married.

One wrinkle: Taxpayers must use their total unemployment benefits received when determining their income eligibility for the tax break.

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IHSS Income from Taxes

Are you getting a w-2 because you provide In-Home Supportive Services? If you do not pay taxes on this income, can you still get an earned income credit? And child tax credit? There is not (yet) a published IRS regulation on this topic. However, in this court ruling, it was found that tax credits can be claimed.  Please consult with your Yessenias Income agent for more information on In-Home Supportive Services.

IHSS In-Home Supportive Services payments can still be included on taxes and excluded from gross income. This is critical because they still can affect the tax credits or other tax-related matters, such as qualifying income for contributing to a Roth IRA. Make sure to bring in all your forms when you come to do your income taxes so that a tax consultant can go over the benefits and help you get the maximum refund you qualify for.

See more information on Medicaid Waiver Payments May Be Excludable on the IRS website. This is new information relating to this subject. It is important to file your income tax and remind your tax preparer about IHHS services you are providing for your clients. If you come to Yessenias our agents will remind you if you provide this service as we like to go into detail with our customers and find them the maximum return. If you are not a customer come to one of our offices for a free estimate. In-Home Supportive Services is a very complex topic and we are here to help.