Dependent and Nondependent Information Worksheet

Dependent and Nondependent Information Worksheet 2014 ► Keep for your records QuickZoom to another copy of Dependent and Nondependent Information Worksheet ► QuickZoom to Federal Information Worksheet ► Part I — Personal Information First name . . Social security no. Middle initial . Last name . Suffix Date of birth (inm/ddlyyyy) age as of 12-31-2014 Did this person pass away in 2014 (deceased)? . . Yes No Date of death . . . . Relationship to taxpayer or spouse CAUTION: If claiming a child other than your own, see Relationship in the Tax Help. NOTE: The ability to set your answers to being the same as last year for the dependent is only available in Step-by-Step mode and not in Forms mode. Are the answers to the questions below for this person, to determine whether they are your dependent, the same as they were last year? ► Yes Dependency code'. 'Dependency code is set based on your selections in the Dependency Exemption/EIC Smart Worksheet Dependent is disabled No n Part II — Earned Income Credit and Child Tax Credit Is this person a U.S. citizen. U.S. national, or a U.S. resident? Is this person a resident of Canada or Mexico? This person is adopted and you are a U.S. citizen or U.S. national The adopted child lived with you all year 'If the child is adopted, you are a U.S. citizen or U.S. national and they lived with you all year, they are considered to meet the citizen test and the U.S. citizen box will automatically be checked yes. Qualifying for the earned income credit . H Yes Yes 'EIC code is set based on your selections in the Dependency Exemption/EIC Smart Worksheet Months lived with taxpayer in the United States Check if this person is not a qualifying child for the child tax credit If this dependent has an ITIN issued by the IRS instead of a social security number issued by the social security administration, did they meet the substantial presence test? (see Schedule 8812 Instructions) No No rlYes riNo Part III - Dependent Care Expenses Qualified child or dependent care expenses incurred and paid in 2014 EFTA01220940