Two taxpayers claimed the Earned Income Tax Credit (EITC) for the same dependents. This created a complicated case that required TAS’s advocates to use all their knowledge to figure out who was actually eligible for the credit. Based on the EITC rules, the taxpayer who came to TAS for help should have received the credit. However, the case advocate needed one missing piece of information — a court-ordered custody agreement. The taxpayer promised to provide the information but did not send it or respond to a follow-up letter and phone calls. The case advocate did not give up and made one more contact to the taxpayer – who, as it turned out, had been out of town due to a family illness. The taxpayer quickly faxed in the information and the case advocate promptly shared it with the IRS, successfully advocating for the EITC and granting the taxpayer his refund.
Learn more about the Earned Income Tax Credit.