A helpful document-- Did your client's return reject because their dependent was already claimed by someone else on a return, or is the IRS questioning their Head of Household filing status? If the rejected dependent was used to qualify the client for Head of Household filing status, here is a list of supporting documents you may want to consider sending in when you paper-file the return. You can try to speed up the process as much as you can by being pro-active and sending in supporting documents (and keep a set of everything sent in in case they ask for it again). Click image to get PDF from IRS.gov (visit the dependents page to find a list of supporting documents to claim a dependent); there are also similar supporting document lists on the credit page for EITC and Child Tax Credits, and on the Education webpage there is a document for American Opportunity Credit.
Helpful documents-- Did your client's return reject because their dependent was already claimed by someone else on a return? If your client has the right to claim the dependent, then you have to paper-file the return. I suggest including supporting documents to show they have a right to claim the dependent or else when the IRS gets the return, they key it, they see the dependent was already claimed, they will eventually send a letter and ask for the same information from both parties-- try to speed up the process as much as you can by being pro-active (and keep a set of everything sent in in case they ask for it again). Click images to get current PDF from IRS.gov (if this dependent is used for HOH filing status, visit that page to get supporting doc list for HOH filing status). There are similar supporting documents lists on the credit webpage-- for EITC and Child Tax Credits. There is also a document for American Opportunity Credit on the education credit page.
**Disregard the Year on the form--the IRS doesn't update them very often--just use the form as a guide--cross out the year.
**Disregard the Year on the form--the IRS doesn't update them very often--just use the form as a guide--cross out the year.
Sometimes you have to demonstrate to the IRS that you can claim someone as a dependent. See Form 86-H-DEP