Form 9061 2009-2025

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The document is the Individual Characteristics Form (ICF) used in conjunction with IRS Form 8850 to determine eligibility for the Work Opportunity Tax Credit (WOTC) Program. It collects information from applicants regarding their employment history, personal characteristics, and eligibility criteria related to various assistance programs. The form must be completed by employers or applicants and includes sections for employer and applicant information, as well as specific questions aimed at identifying qualifying characteristics for tax credit certification.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Employer Information section. Enter the employer's name, address, telephone number, and Federal ID Number (EIN) in Boxes 3-5.
Next, complete the Applicant Information section. In Box 6, input the applicant's name and Social Security Number. Indicate if they have worked for this employer before in Box 8.
Proceed to the Applicant Characteristics section (Boxes 12-21). Carefully read each question and provide accurate answers. If applicable, include additional information as requested.
In Box 22, document any sources used to verify eligibility. List all relevant documentation that supports your answers.
Finally, ensure that the form is signed in Box 23 by the appropriate individual and enter the date in Box 24.

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Versions	Form popularity	Fillable & printable
2016	4.9 Satisfied (39 Votes)
2015	4.4 Satisfied (117 Votes)
2013	4 Satisfied (21 Votes)
2012	4.2 Satisfied (58 Votes)
2011	4 Satisfied (45 Votes)
2009	4 Satisfied (22 Votes)
2008	4 Satisfied (32 Votes)

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Do I qualify for the work opportunity tax credit?

If you are a qualifying business that can claim the ERC, you will need to fill out Form 941-X to update the information you did not add to your Form 941. To qualify, employers must have suffered a drop in gross income because of the COVID-19 pandemic.

What is a 9061 form?

ETA Form 9061 (Rev. May 2023) INSTRUCTIONS FOR COMPLETING THE INDIVIDUAL CHARACTERISTICS FORM (ICF), ETA 9061. This form must be used together with IRS Form 8850 to help state workforce agencies (SWAs) determine eligibility for the Work Opportunity Tax Credit (WOTC).

What is 9061?

Completing the WOTC Questionnaire Name. Address. Date of birth. Social security number. Military service (if applicable) Government assistance (details about any programs the employee is part of) Unemployment (details if the employee has been unemployed and for how long)

What is a form 9061?

INSTRUCTIONS FOR COMPLETING THE INDIVIDUAL CHARACTERISTICS FORM (ICF), ETA 9061. This form is used together with IRS Form 8850 to help state workforce agencies (SWAs) determine eligibility for the Work Opportunity Tax Credit (WOTC) Program.