Earned Income Credit - IF IRS Questions You

Bob Parrish C PA. P.C.
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Engagement Status Letter ~ WARNING! Privacy Statement Disclaimer and Warning - From Bob Parrish CPA, P.C.

If you have claimed the Earned Income Credit, and the IRS asks you to prove all the qualifications have been met, then you should expect the IRS to ask you for the following documents.

For each dependent claimed on the tax return the IRS will ask you to furnish:

Name

Relationship

Social Security Number

Number of months lived in your home

Birth certificate or green card

Copy of taxpayer's social security card

Copy of spouse's social security card if a joint return

Copy of social security card for each dependent

School records showing the dependent's -

Name

Address

Dates of attendance

If the school records are not available or there are none, then you may substitute:

	A statement on company letterhead or a notarized statement from a child care provider containing the child's name, address, and dates of care fro 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, and dates of medical care for the tax year, and the name and address of the child's parent or guardian.

If you received any government benefits obtain a statement from the government agency verifying the amount and type of benefits

If the dependent is more than 18 and disabled obtain an official letter or document stating the dependent is disabled

Copy of Postal Form 1093 if the address on the return was a post office box

If the child's mother and father is not that of the taxpayer or spouse, then furnish the following for each child's mother and father

	Name
	Address
	Social Security Number

Dates each child lived with you

For custodial Parents and Guardians

	Copy of your lease/rental agreement or your last mortgage statement for the year
	Copies of utility bills 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.
	Copy 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.

Other pages of interest to you about the EIC:

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