Tax Filers and Dependents Out of the Home

 

Follow the steps below when a Tax Filer or Dependent who is part of the IBU  lives out of the home.  

 

1. Add the Tax Filer and/or Dependent living outside the home as a Case Person.  

NOTE:Do not add them to the Program Block.   

2. Create  a Household Status of ‘Temporarily Out of the Home' or ‘Permanently Out of the Home’ for each Tax Filer and/or Dependent residing outside of the home.

3. Complete all other Non-Financial and Financial Data Collection pages for the Tax Filer and/or Dependents not living in the home.  Make sure to:

a. Set Relationships for all persons on the case.

b. Add and verify the Income of the Tax Filer and/or Dependent living outside the home.

NOTE: Their income cannot be verified by interfaces unless a SSN is provided.

4. Run EDBC.