Form 8836 Schedule B – Fill Out and Use This PDF

The Schedule B (Form 8836) is a document utilized by the Department of the Treasury and the Internal Revenue Service to allow a third party to attest to the cohabitation of a taxpayer and their qualifying child or children within the United States for a portion or the entirety of 2004. Designed to support claims related to residency in tax filings, it requires detailed information about the relationship between the third party and the taxpayer, alongside specifics of the living arrangement. For those looking to affirm residency through third-party verification, completing this form accurately is paramount. Click the button below to navigate through the process of filling out your form.

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Form 8836 Schedule B PDF Details

Understanding the intricacies of Schedule B (Form 8836) is crucial for taxpayers who need to demonstrate the residency of a qualifying child for a specific tax period, in this case, the year 2004. This form serves as a third-party affidavit, requiring details from an individual apart from the taxpayer to reinforce the claim that the taxpayer and the qualifying child lived together in the United States during the mentioned timeframe. With a section dedicated to taxpayer information and another reserved for the affidavit by the third party, this document is both a testament and a tool that can make or break one’s claim for certain tax benefits. It’s not just about filling out your name, social security number, and child’s details; the form demands a third party—ideally someone with no direct familial ties to the taxpayer, like a neighbor, school principal, or babysitter—to vouch for the living arrangement. Importantly, the form comes with a warning of legal repercussions for perjury, emphasizing the serious nature of the information provided. In a step-by-step manner, Schedule B bridges the gap between mere claims and substantiated evidence, guiding the taxpayer on who qualifies as a third party, how to complete the form, and the consequence of misinformation. It’s a key document that reinforces the importance of accuracy and honesty in the tax filing process.

Question	Answer
Form Name	Form 8836 Schedule B
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	llame, OMB, 2004, section for thirdparty affidavit

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SCHEDULE B (Form 8836)

Department of the Treasury Internal Revenue Service

Third Party Affidavit

▶Esta forma está disponible en español. Por favor, llame al 1-800-294-2723.

▶See instructions on back.

OMB No. 1545-1829

2004

Part I Taxpayer Information (to be completed by taxpayer)


Your first name and initial	Last name	Your social security number

If you are filing a joint return for 2004, spouse’s first name	Last name
and initial

Part II Affidavit (to be completed by third party only)

Note. The IRS may contact you to ver ify this affidavit.

1.Describe your relationship to the taxpayer (such as school principal, babysitter, or neighbor). See the instructions to find out if you are eligible to complete Part II.

▶
2. If this affidavit covers only one child, check here	▶
3. Fill in the following information.

and do not enter a name on the line for Child 2 below.

If more than one period or address applies, see the instructions before completing the lines below.

CAUTION

Based on my records or personal knowledge, I believe that one (or both) of the above-named taxpayer(s) and:

Child 1 (first and last name)

Child 2 (first and last name)

Lived together at the following address:

Address (number and street)

City, town or post office, state, and ZIP code

From: (month)

/ (day)

/2004

If the child began living with the taxpayer BEFORE 2004 and has lived with the taxpayer at all times since then, enter 01/01/2004.

To: (month)

/ (day)

/2004

This date cannot be LATER than the date you sign this affidavit and it must be before 1/1/2005.

4.Check at least one box below, fill in the required information, and sign below.

I have personal knowledge that the taxpayer(s) and children listed above lived together. Briefly explain why you know. (Example. “I have lived next door to David and his children for the past 5 years.”):

I have records that show the taxpayer(s) and children listed above lived together. List the kind of records you maintain (such as school records, medical records, interview notes, leases, customer account information, or business receipts):

Under penalties of perjury, I declare that I have examined this affidavit, and to the best of my knowledge and belief, it is true, correct, and complete.

Third Party	▶
Sign Here	▶	Date ▶
Your name
(print or type)	▶	Title (if any) ▶
Name of organization (if any) ▶
Address (number and street)

City, town or post office, state, and ZIP code			Your daytime phone number
			(	)	Ext.

For Privacy Act and Paperwork Reduction Act Notice, see Form 8836.

Cat. No. 37452M

Schedule B (Form 8836) 2004

Schedule B (Form 8836) (2004)

Page 2

Instructions for Taxpayer

Purpose of Form

A third party completes the affidavit on Schedule B (Form 8836) to show that you and your qualifying child lived together in the United States for part or all of 2004. Attach Schedule B to Form 8836, Qualifying Children Residency Statement. See Form 8836 for more details.

Who Is a Third Party?

A third party is anyone who has records that show, or who personally knows, that you and your qualifying child lived together for part or all of 2004. A third party does not include you, your spouse, your dependent, your qualifying child (for the earned income credit), or a parent of that qualifying child.

How Many Schedules B Do You Need?

You may use as many Schedules B as you need (in combination with copies of records and letters on official letterhead), as long as they show, when taken together, that your child lived with you for more than half of 2004.

Do not use Schedule B if the records or letters you

are submitting with Form 8836 already show your child lived with you for more than half the year in 2004. Do not attach Schedules B for children not listed on Form 8836. If we decide that one or both of the children you list on this schedule is not a qualifying child, we will contact you and give you the opportunity to send us information about another child. See Form 8836 for more details.

What Do You Need To Tell the Third Party?

Before giving Schedule B to the third party, complete your name, and your spouse’s name (if you are filing a joint return for 2004) at the top of the schedule. You must also enter your social security number, but you can wait until after the third party completes the affidavit.

Ask the third party to completely fill in all applicable entry spaces on the affidavit and sign and date it. If you have more than two children, and the third party

has information relating to more than two of your children, be sure to tell the third party the names of the two qualifying children you are claiming on Form 8836.

If the third party does not complete all applicable information, the affidavit may not be accepted.

Instructions for Third Party

The taxpayer has given you this affidavit to verify the period during 2004 that the taxpayer and one or two of his or her children lived together in the United States. If you fill out this affidavit, then you must complete all applicable information on the affidavit based on your records or personal knowledge and sign it under penalties of perjury. After completing and signing the affidavit, return it to the taxpayer. Do not send it to the IRS. Criminal penalties may be imposed for knowingly making a false statement.

Who Is Eligible To Complete Part II?

You are eligible to complete Part II if you have personal knowledge or records showing that the taxpayer and child lived together during 2004. You may not complete the affidavit if you are the taxpayer’s spouse, dependent, or qualifying child (for the earned income credit), or you are a parent of that qualifying child.

More Than One Period or Address

If the taxpayer and child (or children) lived together at more than one address or during two or more separate periods during 2004, you must either:

●Complete a separate Schedule B for each address and time period, or

●Enter “see attached” on the address line and to the right of the month and day lines and attach a separate statement (which can be typed or written on a plain piece of paper) listing the taxpayer’s name and addresses and time periods that the taxpayer and child (or children) lived at each address. You must also sign the attached statement.

How To Get Help

If you need assistance completing this schedule, call 1-800-294-2723. Assistance is available Monday through Friday from 8:00 a.m. to 11:00 p.m. Eastern time.

How to Edit Form 8836 Schedule B Online for Free

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1. The section for thirdparty affidavit will require certain details to be inserted. Ensure the following fields are complete:

2. Once this part is finished, it is time to add the essential specifics in City town or post office state and, From, month, day, If the child began living with the, month, day, This date cannot be later than the, Check at least one box below fill, I have records that show the, Under penalties of perjury I, Date, and Your name print or type so you're able to proceed further.

37452M conclusion process clarified (part 2)

People who use this document often get some points wrong when filling in day in this section. Don't forget to re-examine everything you type in right here.

3. The third part is generally simple - complete every one of the fields in Your name print or type, Name of organization if any, Title if any, City town or post office state and, Your daytime phone number, Ext, For Privacy Act and Paperwork, Cat No M, and Schedule B Form in order to complete this segment.

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Form 8836 Schedule B – Fill Out and Use This PDF

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