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 #
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.
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.
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.
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THE FOLLOWING APPLIES TO ALL PAGES, TEXT,
IMAGES AND CONTENT OF THIS SITE
This
entire site is for educational or informational purposes
only. You are not to use the forms, concepts,
strategies, or knowledge without assistance from a
professional. The author, the corporation, the
ISP, Bob Parrish CPA, Bob Parrish CPA, P.C. or other
parties related to those or this site do not guarantee or
warrantee in any manner the suitability, usefulness,
accuracy, timeliness, or results of any portions of this
site, nor the links contained in this site which link to
other areas. At times, information is taken
from other sources and is believe to be accurate, but no
verification or confirmation is performed.
Furthermore, if any federal or state law invalidates a
portion of this disclaimer, the other portions still
apply. In addition, any allegations or actions
are restricted to arbitration only and must be arbitrated
by the Better Business Bureau in Sarasota Florida.
Reading of these pages constitutes complete acceptance and
agreement with all disclaimer provisions on all pages of
this site.
Material
provided herein is based upon the most recently available
information and is subject to change. It is not intended
to be complete and should not be used to make any type of
decisions. All should consult a qualified tax adviser and
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You have not engaged Bob Parrish CPA PC, Bob
Parrish CPA, pro1040, Consulting on line, any related
parties, or the ISP to perform any services for you or
offer you advice. This entire site is for
educational or informational purposes only.
The materials are not opinions, advise, legal advice on
any matter and have not been tailored to specific
jurisdictions, individuals, other entities, or
circumstances. You are not to use the forms,
concepts, strategies, or knowledge without assistance from
a professional. You must update and validate
this information yourself with your own research,
experience and the advice of a competent professional
adviser in your jurisdiction. The author, the
corporation, the ISP, Bob Parrish CPA, Bob Parrish CPA,
P.C. or other parties related to those or this site do not
guarantee or warrantee in any manner the suitability,
usefulness, accuracy, timeliness, or results of any
portions of this site, nor the links contained in this
site which link to other areas. At times,
information is taken from other sources and is believed to
be accurate, but no verification or confirmation is
performed. Furthermore, if any federal or state law
invalidates a portion of this disclaimer, the other
portions still apply. In addition, any
allegations or actions are restricted to arbitration only
and must be arbitrated by the Better Business Bureau in
Sarasota Florida. The cost of arbitration to the
complainant is restricted to the cost through a court
having jurisdiction in the matter including if allowed by
law the cost of legal fees. Reading of these pages
constitutes complete acceptance and agreement with all
disclaimer provisions on all pages of this site. .......
Sunday, March 04, 2007 08:44 AM
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funds, bonds, partnerships, variable insurance products
and other securities are not FDIC insured, not bank
insured, and not guaranteed by any party, and are offered
by prospectus only. You should consult your financial
advisor for a prospectus before investing. Please read the
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risk considerations, management fees, sales charges, and
other expenses, carefully before you invest.The value of the investment does change and the
value will be more or less than your investment.Historical performance is not indicative of futures
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