All Taxpayers

Diligence Questions

All Taxpayers:


Not Biological Child


College Credits


Please Provide bursar statement of account history and copy of 1098T form from the college

Disabled at any age:


Filing Status


Single:


Property Taxes

Rent

Mortgage interest expense

Utility Charges

Upkeep and Repairs

Property Insurance

Food consumed on the premises

Other Household expenses

Totals

Do not count money received under public assistance/welfare/foodstamps in the amount you paid. But include costs paid with public assistance in the total cost

Taxpayer has provided all answers to the above questions to be true and correct to the best of the taxpayer's knowledge. Taxpayer has been informed that claiming a dependent for EITC/CTC/AOTC/HOH or other can result in an audit, fines and penalties if information provided to preparer is incorrect.

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