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Overview
The Middle Class Tax Refund is a one-time payment to provide relief to Californians.
If you are eligible, you will automatically receive a payment. Payments are expected to be issued between October 2022 and January 2023
Determine your eligibility
You are eligible for the Middle Class Tax Refund if you:
- Filed your 2020 tax return by October 15, 2021
- 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
[i] To receive your payment, you must have filed a complete 2020 tax return by October 15, 2021. However, 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 on or before February 15, 2022. ↵Return to place in article
When you’ll receive your payment
Californians are expected to receive payments between October 2022 and January 2023.
How you’ll receive your payment
Generally, if you filed electronically and received your 2020 tax refund by direct deposit, then you should get your payment the same way. Otherwise, you will receive your payment on a debit card.
What you may receive
Refer to the tables below to determine your payment amount.
For your CA AGI, go to:
- Line 17 on your 2020 Form 540
- Line 16 on your 2020 Form 540 2EZ
| CA AGI reported on your 2020 tax return | Payment with dependent | Payment without dependent |
|---|---|---|
| $150,000 or less | $1,050 | $700 |
| $150,001 to $250,000 | $750 | $500 |
| $250,001 to $500,000 | $600 | $400 |
| $500,001 or more | Not qualified | Not qualified |
| CA AGI reported on your 2020 tax return | Payment with dependent | Payment without dependent |
|---|---|---|
| $150,000 or less | $700 | $350 |
| $150,001 to $250,000 | $500 | $250 |
| $250,001 to $500,000 | $400 | $200 |
| $500,001 or more | Not qualified | Not qualified |
| CA AGI reported on your 2020 tax return | Payment with dependent | Payment without dependent |
|---|---|---|
| $75,000 or less | $700 | $350 |
| $75,001 to $125,000 | $500 | $250 |
| $125,001 to $250,000 | $400 | $200 |
| $250,001 or more | Not qualified | Not qualified |
Need some help?
If you have further questions regarding this one time payment, contact our customer service representatives.
Weekdays, 8 AM to 5 PM
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