judith-baum
Level 1
‎12-06-2019 10:20 PM
 
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Ernie
Level 9
‎12-06-2019 10:20 PM

Yes or No.

Do you request and keep any documentation from the individuals who you file taxes for that have this form filled out?  If so document what forms you kept to make the determination that you can claim those individuals.

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TaxGuyBill
Level 15
‎12-06-2019 10:20 PM

I always say "yes".

I have satisfied the requirement if I feel I don't need documentation.  I have satisfied the requirement if I feel I need documentation and have a copy of it.  So either way I have satisfied the requirement (if I feel I need documentation, the tax return does not get filed until I get a copy of it).

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IRonMaN
Level 15
‎12-06-2019 10:20 PM
I answer yes, but I have been thinking about going with a "no" with a CAGM in the documentation line :cop::cop:

Slava Ukraini!
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TaxGuyBill
Level 15
‎12-06-2019 10:20 PM
I include CAGMC with my signature, so it covers everything on the tax return.  :smile::smile:
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judith-baum
Level 1
‎12-06-2019 10:20 PM
what is cagmc?
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TAXOH
Level 11
‎12-06-2019 10:20 PM
Come and get me coppers.
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IRonMaN
Level 15
‎12-06-2019 10:20 PM
It's an old line from an old friend that is no longer with us.  

Slava Ukraini!
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TAXOH
Level 11
‎12-06-2019 10:20 PM

I always answer yes also.  Even a W2 would be one of the documents used to compute the amount of the credit. 

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