Overlooked Credits

Credits can reduce tax dollar-for-dollar—here are ones people often ask about.

Individuals & families

  • Child & Dependent Care Credit
  • Education credits (American Opportunity, Lifetime Learning)
  • Premium Tax Credit (marketplace health coverage)
  • Saver’s Credit (retirement contributions)
  • Residential energy credits (facts and limits apply)

Businesses

  • R&D (for eligible activities; documentation required)
  • Work Opportunity Tax Credit (WOTC)
  • Energy-related business incentives (facts vary)

Eligibility varies with income, filing status, and specific facts. We’ll confirm current rules for your case.