Residency proof of a Qualifying Child or other Dependent

•School records or statement. •Landlord or a property management statement. •Health care provider statement. •Medical records. •Child care provider records. •Placement agency statement. •Social service records or statement. •Place of worship statement. •Indian tribal official statement.

TAX PREPARATION CHECKLIST

Example of documents you need to prove that you can claim the Earned Income Credit on the basis of a qualifying Child or Children. (bring one of these documents, needs to show child's name, your address and a 2019 date.)

EVERYONE

* Social security card or ITIN
* Picture ID with date of birth (if minors birth certificate)
* Copy of last year's return (new clients)
* Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-MISC) from all employers
* Interest and dividend statements from banks (Forms 1099)
* Charitable contributions
* Medical expenses (including mileage)
* Health Insurance premiums

* Proof of bank account routing and account numbers for direct deposit such as a blank check


IF YOU OWN A PERSONAL RESIDENCE

* Mortgage interest (form 1098)
* Receipts from energy efficient upgrades
* Closing documents if you bought or sold during the year
* Insurance premiums
* Real estate taxes paid

IF YOU OWN RENTAL PROPERTY

* Rental income total for the year
* Receipts for all expenses for the year
* Mileage for repairs, inspections, etc.
* Insurance premiums
* Real estate taxes paid
* Mortgage interest 

IF YOU OWN A BUSINESS

* Tax ID
* List of capital assets and equipment
* Business income and expenses (profit & Loss)
* Quarterly taxes paid
* Business use of home info (if applicable)
* Mileage log

OTHER

* Retirement plan contributions
* Childcare expenses
* Educational expenses - loan interest, tuition, and supplies
* Sales tax from vehicle purchase
* FEMA assistance
* Job search and/or moving expensesype your paragraph here.