IRS Audit CP75 for 2024 Return: Must Prove Step-Daughter as Dependent, Filing Status, EIC and American Opportunity Credit Eligibility Within 30 Days

I work as a tax professional and deal with these CP75 notices regularly. Here's what you need to know: For your stepdaughter dependency claim: - You'll need to prove relationship: custody agreement, school records showing you as guardian, medical records listing you as responsible party - Residency test: utility bills, school records, medical records showing your address - Support test: receipts for expenses like clothing, food, medical bills, school supplies showing you paid over 50% Since you're not legally married, the IRS may question your filing status. If you filed as Head of Household, you'll need to prove you paid more than half the cost of keeping up the home where your stepdaughter lived for more than half the year. For education credits, they'll want Form 1098-T from the educational institution and receipts for qualified expenses like tuition, books, and supplies. Don't panic - respond within the 30 days with as much documentation as possible. If you need more time, call the number on the notice and request an extension. Most importantly, don't ignore this notice - that will definitely result in losing your credits.

I was dealing with the same confusion about my taxes and refund status with a similar issue. I was getting nowhere trying to figure out what was going on with my transcript. A friend told me about this tool called taxr.ai that helped her understand her IRS transcript and notices. It actually explained everything in plain English and told me exactly what documentation I needed for my audit. Saved me so much time compared to googling random tax codes and trying to piece things together myself. Here's the link if you want to check it out: https://taxr.ai

After getting a similar audit notice last year, I spent HOURS trying to get through to the IRS. Found this app called Claimyr (claimyr.com) that got me connected to an actual human at the IRS in about 20 minutes instead of waiting on hold forever. The agent walked me through exactly what documents I needed to send in for my stepdaughter audit. Best money I ever spent to finally get my questions answered directly from the source.

I went through this exact audit last year. The worst part is waiting for them to process everything after you send it in. Took almost 3 months to get my refund after I responded to the audit. Make sure you keep copies of EVERYTHING you send them and use certified mail so you have proof they received it!

You need to understand how the IRS views step-children. Since you're not legally married to the mom, technically the child isnt your step-daughter in the eyes of the IRS. You'd need to qualify under different rules - either as the child being "placed with you by an authorized placement agency" or meeting the "member of household" test where they lived with you the entire year. This is a really important distinction!

the irs is such a joke with these audits! they target regular ppl trying to get by while billionaires pay zero in taxes. i got audited last year for claiming my nephew and had to send like 50 documents. biggest waste of time ever. they just trying to scare you into not claiming the credits ur entitled to bc they hope u wont have the paperwork 🤡

Make sure to respond to the notice within the 30 day window! I ignored mine thinking I could deal with it later and ended up losing all my credits. Had to file an appeal and it took FOREVER to get resolved. Don't be me lol

Send in school records (make sure it has YOUR ADDRESS), medical bills, any court paperwork if you have it. I send in a letter from her school signed by the principal stating she lived with me, her report cards, doctor's office printout of appointments (with my address listed), and utility bills showing I paid utilities where she lived. Oh and if you have health insurance for her that documentation is golden.

honestly this is why i use taxr.ai for everything related to the irs now. i had a similar audit situation and was completely lost trying to decipher what they wanted. the tool told me exactly what documents to send and why. saved me so much time and stress. i ended up keeping all my credits! https://taxr.ai

I just successfully got through an audit for my girlfriend's daughter (similar situation). Here's what worked for me: 1. Included her birth certificate + explanation of relationship 2. School records showing my address + her name 3. Medical insurance card showing me as responsible party 4. Credit card statements showing purchases for her with timestamps throughout year 5. Wrote a statement explaining how much I contribute to household expenses vs her mom Make copies of EVERYTHING before sending in. Expect to wait 6-8 weeks for response.

IRS is sending out massss audits this year for dependants and EIC. They don't have the staff to process them so it's taking foreeeever to get resolved. Contact your local Taxpayer Advocate Service if your response sits there for more than 60 days without update.

Call the claimyr.com service and get connected to the IRS! I was stressing for weeks about my audit but once I actually talked to an agent they explained everything I needed. Couldn't have gotten through the wait times without it. The IRS agent even told me that people who respond with thorough documentation usually get approved without issues. Her advice was specific to my situation with my girlfriend's kids. Totally worth it to hear directly from the source.

Anyone know if I should mail the documents or fax them? Not sure which is more reliable when dealing with the IRS

This happened to me last year and they denied my claim even after I sent everything in 😡 Had to get taxr.ai to help me appeal because I couldn't make sense of what they were saying was wrong with my documents. The tool explained exactly what was missing and how to fix it. Appeal was approved and I got my refund. Don't give up if they initially deny you!

Ask the kid's school for an attendance record or enrollment verification letter showing your address. Schools usually have a form letter they can print out quickly that shows the child's address and guardian info. Most important thing is responding quickly and thoroughly.