I hope I can ask this here because a lot of confusion on other reading that I do.. I used ATX years ago.. still read this board to keep in tune though even though software I moved on..
This has to do with 8867 and due diligence. It is so confusing and so much disagreement as to what is needed I would like to number my questions
1. We need to see documentation to claim the the credits, correct?
2. Do we need to keep copies, paper or electronically of the documents?
3. For EIC, we that proof has to show residency of children, correct?.. so that proof could be medical records, landlord letter, church records, school records,, correct?
4. For AOTC, 1098-T is needed, right?
5. For CTC and ACTC, this is a child test issue.. what could be used here? birth certificates? some items used for EIC would not prove CTC and ACTC eligibility.
Do we have to get proof of CTC and ACTC for long time clients.. say, no EIC, just regular CTC.. Do we have to get proof they are really their children?. if so what is the proof..
A lot of different views on the above. . I was looking for official answer if there anyone knows.