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Income Tax Planning
Chapter 9: Tax Credits/REFUNDABLE CREDITS VS. NONREFUNDABLE CREDITS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 9: Tax Credits

REFUNDABLE CREDITS VS. NONREFUNDABLE CREDITS

01.Core Concepts

Refundable Credits • Paid even if the tax liability is less than the amount of credit Nonrefundable Credits • Can only be used to offset tax liability • If credit exceeds tax liability, excess is lost. • Exception: some nonrefundable credits have carryover (back +/or forward) provisions