Audit Letter Template (Page 3 of 3) in pdf

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SUPPORTING DOCUMENTS

886-A

Form

Page

(August 1999)

Taxpayers Name

Social Security Number

Tax Period Ending

First M & First M Last

XXX-XX-XXXX

December 31, 2011

You will need to substantiate each claimed deduction. The supporting documents on each item must be

complete enough for us to make a fair determination. Send only photocopies of all documents used for

verification. DO NOT SEND ORIGINALS.

S C H E D U L E A - I T E M I Z E D D E D U C T I O N S :

M E D I C A L A N D D E N TA L E X P E N S E S

Send copies of cancelled checks, receipts or statements for all medical savings accounts, medical and

dental expenses (including medical insurance) showing the person for whom each expense was incurred,

along with any insurance or employer reimbursement records. Send a copy of your medical insurance

handbook or policy describing the benefits and reimbursement policy and verification of premium cost.

For prescription drug expenses, send copies of statements or receipts showing the prescription numbers,

names of drug, cost and date purchased.

For other expenses (including equipment, capital improvements, transportation and lodging) send proof of

payment and statements to show cost and medical requirement. For capital improvements, send an

appraisal from a qualified estimator or adjustor showing the fair market value of the property before and after

the improvements.

C H I L D A N D D E P E N D E N T C A R E C R E D I T

Generally, you can claim the credit if the following tests are met:

1. The care must be for one or more qualifying persons.

2. You must keep up a home that you live in with the qualifying person(s).

3. You must have earned income during the year.

4. You must pay child and dependent care expenses so you (and your spouse if married filing jointly) can work

or look for work. Special rules apply if you or your spouse was a full-time student or disabled.

5. Your care provider cannot be someone whom you can claim as a dependent.

6. Your filing status cannot be married filing separate.

7. You must include your care provider’s identification number.

Acceptable documentation:

Copies of receipts and canceled checks for childcare expenses you paid for in the tax year in question.

2. A letter from your childcare provider. The letter should include the name, address and identification number

of your childcare provider and should include the total amount you paid for child care in the tax year in

question.

3. A statement from your employer that includes the amount, if any, of qualified child care expenses provided to

you by your employer in the tax year in question.

4 . Copies of documents to verify the child and dependent care expenses were paid so you (and your spouse if

married filing jointly) could work or look for work. Acceptable documentation can include a letter from your

employer including an explanation of your job and work schedule, copies of interview sheets/statements from

jobs applied to or similar records. If you (or your spouse) were a full-time student or disabled send copies of

school transcripts or a letter from the school showing full-time course load and courses enrolled in, including

the number of months you were in school or a letter from a doctor verifying the nature of your disability and

when you became disabled.

886-A

Form

Service

Department of the Treasury – Internal Revenue

(August 1999)

Audit Letter Template Page 3

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