Ringers Posted March 3, 2019 Report Posted March 3, 2019 I prepared certification forms for my clients to sign who have CTC, ACTC, ODC, or OATC on their tax returens. I do not have enough HOH or EITC clients to worry about standardized forms. I have my clients read through the IRS garbage and then sign the certification, which I keep in my file as proof that I tried to be an IRS agent for a few minutes qand grill my clients. Most of the clients comment about the IRS language, especially about the definition of "dependent" for many of the credits. It gives them a new perspective of what we have to put up with year after year with more and more clarifications and exceptions to prior definitions. One client even said "Is the IRS nuts or what?" I just smiled . Anyhow, I have attached the forms I produced in case others would like to adopt them or modify them for their use. CTC, , ODC CERTIFICATION.pdf AOTC TAX CREDIT CERTIFICATION.pdf 2 6 Quote
Margaret CPA in OH Posted March 3, 2019 Report Posted March 3, 2019 Ringers, THANKS! These are, in my opinion, things of beauty. I so appreciate your willingness to share even as I have only 4-5 that need something like this. It still irks me that I can't just say that, for example for one family, that I've known them since the kids were babies, one parent and one child even worked for me, we live a block apart, I vouch for them. 2 Quote
tliberto Posted March 5, 2019 Report Posted March 5, 2019 Ringers, I was trying to prepare a document like yours, but I was getting frustrated. You did a beautiful job. Thank you very much for sharing. 2 Quote
GLJEANNE Posted March 7, 2019 Report Posted March 7, 2019 What a good idea, thanks! Drives me nuts too, Margaret, that I can't vouch for kids Ive watched grow up. But what do we know? 1 Quote
Dot Posted March 7, 2019 Report Posted March 7, 2019 These are great! Much better than the questionnaire I am currently using. Thank you. Quote
Catherine Posted March 8, 2019 Report Posted March 8, 2019 I just printed one out today for a client coming in soon; thank you SO much! Quote
Max W Posted March 8, 2019 Report Posted March 8, 2019 I think these are great. Since there is no date in the text, I would make sure that in addition to being signed that they are also dated. In addition.I would add the Tax Year to which it applies. Otherwise, if a problem arises later, the client could claim it was for a different year. 3 Quote
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