To verify eligibility for tax credits, the required documents typically include:
Income Verification
- IRS tax returns (current or prior year, depending on requirements)
- W-2 forms or 1099 statements to confirm wages and income sources
- Pay stubs (recent, typically 30–60 days) to demonstrate current earnings
- Bank statements showing regular deposits for self-employed individuals or those with non-traditional income
Dependent Eligibility
- Birth certificates to prove familial relationships for dependents
- School enrollment records or childcare documents to confirm residency and dependency status
- Lease agreements or utility bills to verify dependent residency in the U.S.
Special Circumstances
- IRS Verification of Non-Filing Letter (IRS Form 4506-T) if tax returns were not filed
- Employer attestation letters if standard wage documentation is unavailable
- Government benefit statements (e.g., Social Security, unemployment) to verify non-wage income
For the Earned Income Tax Credit (EITC), ensure tax returns include all qualifying income and dependent details. State-specific programs (e.g., housing tax credits) may require additional documentation, such as rental agreements or student status verification. Always check program-specific guidelines for exact requirements.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/what-documents-are-required-to-verify-my-eligibility-for-the-tax-credit/
