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To summarize what everyone is saying (there's a bit of confusion in some responses): 1. Federal tax refunds are EXEMPT income for CalWORKs purposes and exempt as a resource for 12 months after receipt 2. You should still REPORT the refund when you receive it, but clearly mark it as "tax refund" so it's properly coded as exempt 3. Your main focus should be on accurately reporting your self-employment income throughout the year on your SAR 7 forms 4. For your renewal, you'll need to complete a self-employment form (CW 10) detailing your income and business expenses 5. Keep all receipts and documentation - with cash work and no 1099s, good record-keeping is crucial Hope this helps clarify things!
This is super helpful, thank you! I'll make sure I report the refund when I get it and mark it clearly. I didn't know about the CW 10 form - I'll ask my worker about that at renewal time. Thanks everyone for the advice!
Just wanted to add one more thing that might be helpful - when you file your taxes, make sure you keep a copy of your tax return! Your CalWORKs worker might ask for it during your renewal to verify your self-employment income matches what you've been reporting all year. Also, since you mentioned you do cleaning and babysitting, you might want to look into whether any of your regular clients should be giving you 1099s. If you make $600+ from any single household in a year, they're supposed to issue one. Not saying you need to chase people down for them, but just something to be aware of for next tax season. The earned income tax credit you mentioned is awesome - that's money back in your pocket that doesn't count against your CalWORKs at all. You're doing everything right by staying on top of this stuff before your renewal!
update us on what happens! i need to go in next month for my recertification interview and wanna know if u get anywhere with riverside office
I'm so sorry you're going through this Rebecca! I had a similar issue a few months ago where my benefits got delayed and I was about to lose my housing. One thing that really helped me was going to the office FIRST THING in the morning when they open - like be there at 7:45 AM before the 8:00 opening. The security guard told me that emergency cases (like missing payments) get priority if you're one of the first people there. Also, bring every single document you have - your ID, Social Security cards for you and the kids, any recent pay stubs, your lease agreement showing rent is due, and definitely that eviction notice if your landlord gave you one in writing. They can sometimes issue an emergency payment same day if you have all your paperwork ready. Don't give up - you've got this! Your kids need those benefits and you deserve to have someone actually help you instead of giving you the runaround.
Hey Elliott! I went through something similar last year when my income increased. One thing that really helped me was calling ahead before submitting my SAR7 to ask them to walk through the calculation with me over the phone. That way I knew exactly what to expect and could prepare mentally. Also, if you do end up losing CalFresh benefits, don't forget to look into local food banks and pantries - many don't have income requirements and can help bridge the gap. The food bank near me actually has really good fresh produce twice a week. Congrats on the better paying jobs though - that's a huge step forward even if benefits change!
Thanks Yuki! That's a really smart idea to call ahead. I'm definitely nervous about the whole process but you're right - getting better jobs is progress even if it means adjusting to benefit changes. Do you remember roughly how long it took for them to recalculate everything after you submitted your SAR7? I'm just trying to plan ahead in case there are any delays or issues.
I've been through similar income changes with CalFresh and wanted to share something important - even if your regular benefit amount goes down or stays at the minimum, you might still be eligible for other food assistance programs! Check if your area has any state or local programs that have different income limits. Also, when you submit your SAR7, double-check that all your expenses are accurately reported - not just rent and utilities, but things like phone bills if they're part of your shelter costs. Sometimes small details can make a difference in the final calculation. The transition period can be stressful but you're being proactive by planning ahead, which is really smart!
This is really helpful advice! I hadn't thought about other local food assistance programs - I'll definitely look into what's available in our area. You're absolutely right about double-checking all the expenses too. We pay for our cell phones separately from rent but they're pretty essential, so I should make sure those are included if they count toward shelter costs. It's reassuring to hear from someone who's navigated these changes before. The whole process feels overwhelming but breaking it down into steps like this makes it more manageable. Thank you for taking the time to share your experience!
Update: Thank you all SO MUCH for the advice! I uploaded all my paystubs from the past 6 months to BenefitsCal and wrote a detailed explanation about my seasonal work. I also used that Claimyr service someone mentioned to actually get through to a supervisor (after trying for two days on my own with no luck). The supervisor was actually really helpful and said they would assign a different worker to my case who had experience with seasonal income calculations. She explained they can do a "reasonably anticipated income" calculation that takes my annual pattern into account instead of just looking at my current month. Fingers crossed this gets sorted out before my rent is due next week!
This is excellent news! The "reasonably anticipated income" calculation is exactly what you need. Make sure to keep documentation of this conversation - note the supervisor's name, ID number if provided, date and time of the call. If there are any issues later, having this information will be invaluable. Glad you were able to get through to someone helpful!
So glad to see your update! This is exactly why we need to share these experiences - so many people don't know about income averaging or reasonably anticipated income calculations. Your situation is a perfect example of why seasonal workers need advocates who understand the system. For anyone else reading this thread who works seasonal jobs, save this post! The advice about documenting everything, asking for supervisors, and using services like Claimyr to actually get through to someone helpful could save you months of stress. Really hoping everything works out for you before rent is due - keep us posted on how it goes with the new worker!
This thread has been such a lifesaver! I'm also a seasonal worker (I do tax prep during tax season and retail during holidays) and I had NO IDEA these income averaging options existed. Reading through everyone's experiences made me realize I need to be way more proactive about documenting my work patterns. I'm bookmarking this whole conversation for my next recertification. Thank you all for sharing your knowledge - it's amazing how much we can help each other navigate this confusing system!
Ravi Choudhury
Same thing happened to me about 3 months ago when I got approved for an increase after my annual review. The approval letter came first, then BenefitsCal showed "pending" for like 10 days, and I was so worried something went wrong. But sure enough, the higher amount hit my card exactly when the letter said it would. The systems really don't sync up well at all. Your letter is the official word - you can count on that increase being there July 1st!
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Emma Wilson
•That's such a relief to hear! I was starting to wonder if I should be worried about the pending status lasting so long. It's good to know 10 days is normal - I'm only at about 3 days since I got the letter. Thanks for sharing your experience, it really helps calm my nerves about this whole thing!
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Lia Quinn
This is so common it's not even funny! I've been on CalWORKs for 2 years now and literally EVERY time there's been any change to my case - increases, decreases, adding/removing household members - the BenefitsCal app shows "pending" for days or even weeks after I get the official letter. It's like they have two completely separate computer systems that hate talking to each other. Your approval letter is the legal document that matters, so if it says you're getting $845 starting July 1st, you're getting $845 starting July 1st. The app will eventually catch up, probably sometime in the next week or two. I've learned to just ignore what the app says and go by the paperwork they mail me!
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Vanessa Figueroa
•This is exactly what I needed to hear! I'm so glad I asked here because I was really starting to stress about it. It makes me feel so much better knowing this is just how their systems work (or don't work lol). I'll stop obsessively checking the app every day and just trust the letter. Thank you for taking the time to explain your experience - it's so helpful to hear from someone who's been through this multiple times!
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