The burden to prove your financial hardship to the IRS falls on us, but we need to provide tax authorities with updated financial documents including but limited to:
- Copy of the three (3) most recent pay stubs
- Proof of any additional income you received on a monthly basis
- Copy of the three (3) most recent bank statements
- Copy of your last tax return
- Proof of all household expenses over the past three (3) months
- Proof of current state or federal tax liability and payment plan (if applicable)
- Most recent mortgage statements (if applicable)
- Proof of payment for health insurance and out-of-pocket medical expenses
*Additional materials may be needed. Please confirm with your case manager.
