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  • After ensuring the taxpayer is entitled to claim the dependent and all due diligence documents are completed, paper file the tax return.

    • Notify the customer that they will receive a CP75 or CP75A notice from the IRS and must be able to provide supporting documentation for the dependent in question. For an idea of the information that may be requested reference the following documents.

    • 886-H-EIC

    • 886-H-HOH

    • 886-H-DEP

  • If the dependent's information is entered incorrectly, correct the dependent's information and resubmit.

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The taxpayer can request an IP Pin for the dependent, to keep another individual from claiming them year after year, when they should not. The IP Pin will not take effect until the following tax year. For more information regarding the IP Pin reference Identity Protection Pin (IP Pin).