Reminder: proof of dependency is mandatory!

If you are claiming dependents on your 2018 return, then you will need proof of residency and relationship in order to receive the $2,000 Child* Tax Credit or $500 Other Dependent** Tax Credit. These credits can make a large difference in the outcome of a return so it is important to bring the documentation required to receive the credits.

The proof of dependency requirement has existed in years past but has become of highest importance for 2018. The document to prove dependency simply needs to include your dependents name and the home address listed on your tax return.

Items that can prove dependency are:

  • School records (report cards, registration, etc.)
  • Childcare statements
  • Medical documents (medical history, provider’s bill, etc)
  • Financial statements (checking or savings accounts, IRAs or retirement accounts)
  • Legal filings
  • Birth certificate

* A qualifying child must meet the following requirements: taxpayer’s child, stepchild, foster child, sibling or stepsibling under the age of 19 (or 24 if child is a full time student for at least 5 months of the tax year) who shared a principal address with and was supported by the taxpayer for at least half the year.

**Other qualifying dependents are those who either live with the taxpayer all year or are related to the taxpayer and have a gross income lower than $4,150. These dependents too may have at least half of their support provided by the taxpayer.