Social Security card for you (and your spouse. if filing · joint
return).
Birth Certificate and Social Security card for each child.
Postal Form 1093. if your address on the tax return was a post
office box.
Information needed —
Name, address and Social Security number of each child's mother
and father (if other than you or your spouse).
List of persons who lived with each child during the tax
year. Include name, relationship, Social Security number, and the
number of months each person lived with the child
Dates each child lived with you during the year.
Documents to verify that the child lived with you — Examples of
acceptable documents are:
School records or transcripts or an administrative statement from
a school official on school letterhead containing the child's name,
address and dates of attendance for the entire tax year and the
names and addresses of the child's parents or guardian, or
A statement on company letterhead or a notarized statement from a
child care provider containing the chiIdFa name, address, and data
of care for the entire tax year. the name and address of the child's
parent or guardian, and the name and taxpayer identification number
of the child care provider or
Medical records or an administrative statement from a health care
provider containing the child's name, address, end dates of medical
cam during the tax year and the name and address of the child's
parent or guardian.
· If the person warn a student over age 18 and under age 24 on December
31, school records or transcripts containing the person's name,
address, and dates of attendance for the tax year.
· It you received uny government benefits, a statement from the
government agency verifying the amounts and types of benefits
received by you, for you and/or your dependents during the tax year.
· If the person was Over age 18 on December 31 and permanently and
totally disabled, an official letter ordocument indicating that the
person is disabled.
Custodial parents and guardians, please submit —
· Copy of your lease or rental agreement your last mortgage
statement for the tax year
· Copies of your utility bills (water, electric, telephone, cable,
etc.) for the tax year.
· Copies of canceled checks or receipts for rent or mortgage
payments and household expenses paid during the tax year.
Non-custodial parents and guardians, pleasesubmit
—
· Copy of your divorce decree or separation agreement Include all
pages and all revisions.
· Copy of any other written agreement showing which parent has
custody.
· Copy of Form 8332, Release of Claim for Dependent, signed
by other parent
PART3 HEADOFHOUSEHOLD
Please refer to the enclosed Helpful Information on General
Requirements for an explanation of the conditions that qualify you
for Head of Household filing status, and send the appropriate
documents from the list above. However. if the same document can be
used to support your claim for the earned income credit or a
dependency exemption, do not send more than one copy of that document.
Solutions
are dependent upon facts & circumstances, law and the
objectives. These elements vary from one time to another, from one
circumstance to another and from person or entity to another
My
Name
Tax Year
Form #
My
SS Number Spouse's SS Number
Please
provide appropriate information and documents for the specific tax
year(s) shown above, and return this sheet with your documents in the
envelope provided. Please include documents for each dependent listed on
line 6c of your tax return and for each qualifying child listed on your
Schedule EIC. Incomplete documents, or documents submitted for the wrong
tax year will not be considered. Do not submit more than one copy of any
document.
Dependents
Name
of Dependent:
Soc Sec Nbr
Dependents
birth date
and age
List
ALL persons living in your household
Name
Relationship
Soc Sec Nbr
Nbr Mos in House
Document
Included?
Not Apply
Ex. #
For all Circumstances:
Copy of birth certificate or Green Card
School records or transcripts containing the
dependent's name, address and dates of attendance for the tax
year, if the dependent was a full-time student over age 18 and
less than 24.
Social Security Copy of the dependent
A statement from the government agency verifying the
amount and type of benefits you and/or your dependent receive for
the tax year if you receive government benefits.
An official letter or document stating that the
dependent is disabled, if the dependent was over 18 on December 31
and permanently disabled.
Custodial Parents and Guardians:
Copy of lease/rental agreement OR the last mortgage
statement for the year.
Copies of utility bills (water, electricity,
telephone, cable, etc.) for the tax year.
Copies of canceled checks/receipts for rent/mortgage
payments and household expenses paid during the tax year.
School record ( or statement from child care
provider, or medical records) showing the dependent's living
address.
Non-Custodial Parents and Guardians:
Copies of canceled checks verifying support payments
or a statement of account from your child support agency.
Divorced and Legally Separated Parents:
Copies of your divorce decree or separation
agreement. Include all pages/revisions.
Copies of any other written agreement showing which
parent has custody.
Copy of form 8332, release of claim for dependent,
signed by the other parent, if applicable.
Dependents Filing Status:
Copy of dependent's tax return (Write no filing in
the Exhibit column if dependent did not file a tax return)
WARNINGS ABOUT THIS SITE'S CONTENT~ Terms
& Conditions
THE FOLLOWING APPLIES TO ALL PAGES, TEXT, IMAGES
AND CONTENT OF THIS
This article may be used for basic information and educational
purposes. This is not intended to apply to specific
circumstances and is for "general knowledge only". Reading
of this article is subject to the blanket and general disclaimers
attached hereto -
