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The following list of documents is what the Internal Revenue Service will request from the taxpayer to provide evidence of the home purchase and the property is your residence thus, warranting receipt of the credit:


A copy of the final closing contract (for example, the HUD-1 Settlement Statement) bearing all parties' signatures, the property address, the seller(s) and buyer(s) names, and purchase price

                                             AND

A copy of your most recent monthly mortgage statement                          

NOTE:  If your purchase was financed through a private mortgage and monthly statements are not available, please provide a copy of a cancelled check (front and back) from a payment made within the last three months. If your purchase was a cash sale, please provide proof you paid for the property – a copy of your cancelled check(s) (front and back) or other payment instrument

                                             AND

If the home you purchased was newly-constructed, a copy of the occupancy permit


  • At least two of the following are required

A copy of your current driver's license or other state-issued identification showing your home address

A copy of a recent pay statement (within the last two months) showing your name and home address

A copy of a recent bank statement (within the last two months) showing your name and home address

A copy of a current automobile registration showing your name and home address


  
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