File for a Tax Credit Online (WOTC)

What you need for File for a Tax Credit Online (WOTC)

Application Process

The first step is pre-screening to determine eligibility. The job seeker or the employer must complete the following forms:

1. Page 1 of IRS Form 8850, Pre-Screening Notice and Certification Request for the Work Opportunity Tax Credit, by the date of the job offer; and page 2 after the individual is hired.  Employers can obtain copies of IRS 8850 by visiting www.irs.gov/form8850 or calling 1-800-829-3676.
2. ETA Form 9061, Individual Characteristics Form, if the new hire has not been given an ETA Form 9062; OR ETA Form 9062, Conditional Certification Form, if provided to the job seeker by a Participating Agency, a SWA, or a Vocational Rehabilitation Agency.  Employers can obtain copies of ETA 9061/9062 by visiting www.doleta.gov/business/incentives/opptax/forms.cfm.

The employer and the job seeker must sign IRS Form 8850, under penalty of perjury, attesting that the job seeker is a member of a target group. The employer then forwards the forms to the Department of Career Services no later than the 28th day after the job seeker begins work at the following address:

More info for File for a Tax Credit Online (WOTC)

For more information and additional filing options (fax, email), contact the Department of Career Services at (617) 626-5353.