They need complete documentation on college tuition and deductions.
I have a 1098T, but they also require checks and invoices. I transferred money from my 529, so there are no checks, and the invoices were posted online so there are no invoices. (I suppose I could have printed something out at the time, but didn't; presuming the 1098T would be proof of what I paid.) I have asked my son to get the college to send me a listing of invoices and payments, but that isn't what they have asked for. What do I really need, and how do I get it.
I know what I paid for doctors visits because it is all recorded on my check register or VISA statement. I can ask the bank for copies of the checks, but cannot produce invoices. For the larger users I could ask for a statement showing invoices for 2009, but again that isn't what they ask for. Is it enough.
I know what I paid for prescription drugs because the pharmacy print me out a listing of every purchase. That is neither a receipt, invoice, nor check, but seems pretty conclusive. Is it.
The big problem is investment management fees. I have 8 investment accounts (some are mine, some my wife's; they have different strategies. The fees are directly deducted from the accounts, no receipts, no check, no invoice.I could send them copies of all my statements, but at over 500 pages it might mot be the best solution. I could get the manager to state the fees, but that is not checks receipts or invioces. 'what do I do.
I am now owed 369 for tuition credit. If I fail to prove anything (or flollow thaeir suggestion to change to the standard deduction, I will owe 700 in taxes; for a loss of 1100.After figuring the cost of copying; if my time has any value, they are right, I probable would do better by just letting then have it; but that seems like extortion; we will ruin you like unless you pay us money we both know you don;t owe us\ \ Any useful advice gratefully appreciated.;