EIC Requirements

 IRS made it tougher to qualify for the EIC, therefore, if you have dependents and file for the EIC it is imperative that you provide me with the following documents:

  • The school records showing where the child(ren) live and who is the guardian, and or
  • The medical records showing the parent or guardian and place of residence, and or
  • The child care provider showing you paid for child care backed up by receipts.  

And, if the child is disabled, you must provide:

  • A doctor’s note stating his/her condition, and or
  • A health care provider’s statement, and or
  • If the child is adopted, a note from the agency stating so. 

And, if you are self-employed, you must provide:

  • Your business license, and or
  • Any Forms 1099, and or
  • Records showing your gross receipts from the business, and or
  • A summary of such income and expenses, and or
  • Bank statements showing business income and expenses, and or
  • I will have to do a reconstruction of your income and expenses to legitimize your business. 

The way the IRS worded the rule is the documents you submitted as proof are the ones I rely on to qualify you for the credit. Therefore, the more documents you provide me the less hassle the IRS puts on you and me to pay the credit. These documents will be recorded for IRS purposes and also, the documents such as a driver’s license or state ID, passport etc, cannot have expired.

Hope this helps. Please pass this information on to your family, friends and colleagues.

The tax filing season starts on January 19, 2016.


Pursuant to US Treasury Department Regulations, you are advised that any information and advice, including any attachments and enclosures, may not be used for the purpose of (i) avoiding any tax liabilities and or penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to any other person(s) any tax-related matters addressed herein.