Middle Class Tax Refund Estimator
You do not qualify
You are not eligible for the Middle Class Tax Refund payment.
You are eligible for the Middle Class Tax Refund if you:
- Filed your 2020 tax return by October 15, 2021
- If you applied for an Individual Taxpayer Identification Number (ITIN) but did not receive it by October 15, 2021, you must have filed your complete 2020 tax return by February 15, 2022.
- Meet the California adjusted gross income (CA AGI) limits described on the Middle Class Tax Refund page
- Were not eliglible to be claimed as a dependent in the 2020 tax year
- Were a California resident for six months or more of the 2020 tax year
- Are a California resident on the date the payment is issued
- For Married/RDP filing jointly, Head of Household, or Qualifying widow(er) filers, your Adjusted Gross Income (AGI) was less than $500,001
- For Single, and Married/RDP filing separately filers, your Adjusted Gross Income (AGI) was less than $250,001
This tool provides an estimated payment amount based on the information you gave. Your actual payment amount may vary based on information you provided on your tax return.
To see how other situations could affect eligibility, visit the Middle Class Tax Refund page.
Although you don’t qualify for the Middle Class Tax Refund, you may qualify for the California Earned Income Tax Credit (CalEITC) if you made less than $30,000 of earned income, and the Young Child Tax Credit (YCTC) if you also had a child under the age of 6. To find out more, visit California Earned Income Tax Credit and Young Child Tax Credit.
Please note: although you may still be able to file a 2020 tax year return to claim the CalEITC and YCTC, filing a 2020 tax return now will not qualify you for the Middle Class Tax Refund payment.