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Questions

//Questions
Questions 2016-12-13T20:35:53+00:00
WHAT EXACTLY IS THE ARIZONA PRIVATE EDUCATION TAX CREDIT? 2016-12-13T20:35:53+00:00

Arizona law (ARS 43-1089) allows you to make individual charitable contributions to school tuition
organizations by redirecting your State of Arizona tax liability on a dollar for dollar basis.

HOW DO I KNOW IF I PAY STATE INCOME TAXES? 2015-11-20T23:32:13+00:00

Everyone pays state income taxes unless you are taking a loss or don’t have earned income. Even if you receive a refund you are paying state income taxes. Take a look at your last year’s tax return to determine how much you pay in state income taxes. This will give you an idea of the amount you can give this year. Any amount under the current maximums will receive a dollar for dollar state income tax credit.

HOW MUCH CAN I GIVE? 2017-05-15T23:19:09+00:00

You can redirect any portion of your tax liability (what the state collects from you or income taxes) up to certain maximums:

— Single Filer        2017:  $1,089
— Married Filer     2017:  $2,177

I WANT TO TAKE ADVANTAGE OF THE TAX CREDIT BUT NEED TO MAKE MONTHLY CONTRIBUTIONS, IS THAT POSSIBLE? 2017-05-15T23:22:25+00:00

Of course! You can contact our office directly to schedule contributions if that best suits your family’s budget. You can Contact Us and we’ll set up a payment schedule, or you can create a contribution schedule online through Schedule Pay.

WHO CAN CONTRIBUTE? 2015-11-20T23:31:37+00:00

Any Arizona taxpayer, single or married, with an Arizona tax liability.

WHO GETS THE CONTRIBUTION? 2015-11-20T23:31:28+00:00

Only financially qualified students, who have demonstrated need, will receive your redirected tax dollars through Catholic Education Arizona.

MAY I CONTRIBUTE ONLINE? 2017-05-15T23:15:38+00:00

Yes. You can contribute online in just minutes. Once you’ve made your contribution, you can manage your information through our online contribution portal.

Once your contribution is made online, you’ll receive an email confirmation that the transaction is complete. At the end of January, a tax record receipt will be mailed to you directly. If you donate after January, you’ll receive your tax record receipt shortly after making your contribution.

MAY I DESIGNATE MY PAYMENT TO A SPECIFIC STUDENT? 2015-11-20T23:48:20+00:00

No. As a 501(c)(3) organization, Catholic Education Arizona does not accept tax contributions designated for particular individuals. However, you may designate your tax redirect to a specific school, for the General Scholarship Fund, or for multiple schools.

IS CATHOLIC EDUCATION ARIZONA PART OF THE CATHOLIC DIOCESE OF PHOENIX? 2015-11-20T23:43:59+00:00

No, Catholic Education Arizona is a separate non-profit “School Tuition Organization” which supports the 37 Catholic schools throughout the Diocese of Phoenix plus Boys Hope Girls Hope of Phoenix.

HOW DOES CATHOLIC EDUCATION ARIZONA DISTRIBUTE THE CONTRIBUTIONS COLLECTED? 2017-05-15T23:16:06+00:00

Any student entering one of the 37 diocesan schools (K-12) each year is eligible to complete scholarship application. The primary criteria for awarding scholarships is financial need.

Catholic Education Arizona strives to assist as many students as possible. Each year there is a gap between the scholarships provided and the funds needed for qualified students.

IS THE AMOUNT I CLAIM A TAX DEDUCTION? 2015-11-20T23:30:27+00:00

The short answer: No. The amount you claim will be a state tax credit, which is different from a tax deduction as explained above. Tax deductions reduce your income; what you’re doing with a tax credit is redirecting where your tax money goes.

CAN I DO THIS EASILY? 2017-05-16T18:10:06+00:00

Yes, you can! Here’s all you have to do (or, better yet, have your tax professional do):

1 — Make your state income tax credit contribution by easy scheduled payments or a one time lump sum contribution directly to Catholic Education Arizona. You can do this online by selecting the contribute now button on the navigation bar or by printing a downloadable form and mailing in your contribution by check here.

2 — Claim the credit on the designated lines of your Arizona individual income tax return and complete Forms 301, 323 and 348. Remember, to claim any tax credit benefit, you’ll need an Arizona income tax liability. That is, if you do not pay any income tax to the state of Arizona, you can’t claim a tax credit. That’s all there is to it. It’s a painless, and, literally, cost-free way ($0) to contribute to the quality of education in your state.

CAN I PARTICIPATE IN MULTIPLE TAX CREDITS (PRIVATE SCHOOL, PUBLIC SCHOOL, WORKING POOR)? 2016-08-12T19:29:40+00:00

Yes. As long as you have enough state tax liability, you can “stack” the tax credits and participate in all three.

WHERE DO I INDICATE WHAT SCHOOL(S) I’D LIKE MY CONTRIBUTION TO GO TO? 2015-11-20T23:29:47+00:00

You can indicate the school on the second page of the online contribution form. If you mail in your contribution, please indicate the school on your form.

WHY ARE THE LIMITS YOU LISTED ABOVE ON HOW MUCH I CAN GIVE DIFFERENT THAN WHAT I SEE ON THE AZDOR WEBSITE? 2017-05-15T23:23:38+00:00

The total contribution limits listed for 2017 are a combination of two separate private school tax credits. When the tax credit was expanded by the State of Arizona they made a separate credit instead of combining the amounts into one.

An individual may claim a credit for making a donation to a School Tuition Organization for scholarships to private schools. The maximum credit amount that may be taken for tax year 2017 is $546 for single, unmarried head of household and married filing separate filers and $1,092 for married filing joint filers. The tax credit for contributions to private school tuition organizations is claimed by the individual taxpayer on Form 323.

An individual may claim an additional credit for making a donation to a School Tuition Organization if the amount contributed is greater than the maximum amount that can be claimed on form 323. The maximum credit amount that may be taken for tax year 2017 is $543 for single, unmarried head of household and married filing separate filers and $1,085 for married filing joint filers. The tax credit for contributions to private school tuition organizations is claimed by the individual taxpayer on Form 348.

WHERE DO I GET THE TAX FORM TO FILE MY CREDIT WITH MY STATE RETURN? 2017-03-27T19:56:32+00:00

You will need tax forms 323 and 348.

Download form 323

Download form 348

I WANT TO CONTRIBUTE BUT AM CONFUSED HOW THE PROCESS WORKS 2017-05-15T23:18:14+00:00

STEP ONE  Make a contribution to Catholic Education Arizona

STEP TWO  We send you a receipt by January 31, 2018.

STEP THREE  You take the credit by indicating the amount you gave on AZ State tax forms 323 and 348 and submit them to the state when you file your return.

DOES CATHOLIC EDUCATION ARIZONA REPORT MY CONTRIBUTION TO THE STATE OF ARIZONA OR THE IRS? 2015-11-20T23:28:57+00:00

No. Catholic Education Arizona records your contribution internally. It is the contributor’s responsibility to take the credit when they file their return using the proper tax forms. Just as you would if you were making a payment to your IRA, you record tax credits in the same manner.