Tax Savvy Due Dependent Diligence Form

Dependent Due Diligence Form
Your child must pass all of the following tests to be your qualifying child for EITC:

Relationship
- Your son, daughter, adopted child, stepchild, foster child or a descendent of any of them such as your grandchild
- Brother, sister, half-brother, half-sister, step brother, step sister or a descendant of any of them such as a niece or nephew
Age
- At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) and younger than 19
- At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) younger than 24 and a full-time student
- At the end of the filing year, your child was any age and permanently and totally disabled
Residency
- Child must live with you (or your spouse if you file a joint return) in the United States for more than half of the year
Joint Return

The child cannot file a joint for the tax year unless the child and the child's spouse did not have a separate filing requirement and filed the joint return only to claim a refund.

By listing the dependent information below, you are certifying that you have the legal right to claim this dependent according to the IRS.
Tax Payer Name:*

First NameLast Name
Dependent Name* is my * who lived with me for during the tax year.
What Is The Dependent's Date Of Birth*

MonthDayYear
Date
Dependent's Social Security Number*
Upload The Dependent's Social Security Card*

Cancelof
Second Dependent Name is my who lived with me for during the tax year.
Second Dependent Social Security Number
Enter the social security number of the second dependent
What Is The Second Dependent's Date Of Birth?

MonthDayYear
Date
Second Dependent's Social Security Number
Upload The Second Dependent's Social Security Card

Choose File
Cancelof
Third Dependent's Full Name is my who lived with me during the tax year.
Third Dependent's Date Of Birth

MonthDayYear
Date
Third Dependent's Social Security Number
Upload The Third Dependent's Social Security Card

Cancelof
Is the dependent(s) considered permanently or totally disabled ?*
If you answered “YES” to the above question list the name of the child below.
Is the dependent(s) a college student any time during the tax year?*
If you answered “YES’ to the above question enter the name of the child below.
In case of an audit, what documents can you provide to show that you lived in the same household with your dependent(s) for more than 6 months during the tax year? *
Do you provide more than 50 percent of support for this/these dependent(s)? If the answer is no, you are not eligible to claim this dependent for EITC purposes?*
In order to meet the relationship test, what documents can you provide in case of an audit that the dependent is related to you?*
If there is more than one applicable last name for the above please list here.
Who takes care of the dependent(s) while you work?*
If only one parent is claiming the dependent(s), why isn’t the other parent claiming the dependent(s)? *
Do you provide more than 50 percent of support for this dependent(s)? If the answer is no, you are not eligible to claim this/these dependent(s) for EITC purposes?*
Does the other parent live in the household?*
Did you claim this dependent(s) last year?*
If you did not claim at least one dependent(s) last year, why not?*
If you are not the mother or father of the dependent(s), complete this section.
What is your relationship to the dependent(s)?
How long have the dependent(s) lived with you during the tax year? If the dependent(s) lived with you less than 6 months, you are not qualified to claim him/her for EITC purposes.*
Where is the mother of the dependent(s)? And why isn’t she claiming the dependent(s)?
Where is the father of the dependent(s)? And why isn’t he claiming the dependent(s)?
Was the dependent(s) placed in your care by

Foster Care AgencyFamily CourtParental AgreementAdoption ProceedingOther
By signing this form, I acknowledge that all information regarding any dependents that allows me to qualify for the EITC/CTC/ODC/ACTC is true and correct the best of my knowledge. I understand that this information is being provided to the IRS & State Revenue. I have been advised by my tax preparer that any false and misleading information that I have provided for income tax filing purposes is against the law. In addition, you are aware that the IRS may ask for additional information in case of an audit. *

Powered by Jotform SignClear
Date*

MonthDayYear
Date
Should be Empty:

Dependent Due Diligence Form

If you are not the mother or father of the dependent(s), complete this section.