Form

  • Tax Payer Information form

    Qualifier Form
  • Format: (000) 000-0000.

  • Filing Status
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    • Dependent #1 

    • Dependent Name:         
      Date of Birth:   Pick a Date   
      Social Security:      
      Relationship:      
      Months in Your Home:      
      Full or Shared Custody:         

    • Dependent #2 

    • Dependent Name:         
      Date of Birth:   Pick a Date   
      Social Security:      
      Relationship:      
      Months in Your Home:      
      Full or Shared Custody:         

    • Dependent #3 

    • Dependent Name:         
      Date of Birth:   Pick a Date   
      Social Security:      
      Relationship:      
      Months in Your Home:      
      Full or Shared Custody:         

    • Dependent #4 

    • Dependent Name:         
      Date of Birth:   Pick a Date   
      Social Security:      
      Relationship:      
      Months in Your Home:      
      Full or Shared Custody:         

  • If dependent last Name is different:
  • Did You Claim the Same Dependent(s) last Year?
  • Has anyone else claimed any of the dependent(s) within the last 3 years?
  • Has the taxpayer paid over 1/2 of the total expenses of the dependent(s) for the year:
  • For dependent(s) that are shared custody, can the taxpayer provide documents supporting dependent lived with taxpayer 6 or more months
  • Why is the parent no claiming the depentdent:

  • Qualifying Documents must show:

    • The name of the child's parent or guardian
    • The child's home address must match the taxpayers
    • Dates when the child lived with you
  • Which of the following documents can the taxpayer provide to verify residency
  • IRS suggests average early income to be around $6000 per dependent. If its Lower, do you have documents to prove 1/2 of total expenses
  • Did taxpayer married during tax year?
  • Was the taxpayer married as of December 31st 2025?
  • If any dependents are not taxpayers' children are the dependents parents' aware taxpayer is claiming them?
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  • I, {primary} acknowledge that the taxpayer has asked me for relevant information to certify that I can claim all listed dependents. Any documents I have, or claim to have, can be supplied to the Tax Preparer or the IRS as requested.

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