rbynaker
Level 13
To each his own.  I think the "most times" situation you describe doesn't fit the facts presented.  The question asks:

"Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the credit(s) and/or HOH filing status"

And the facts we've been presented with are "the mom doesn’t have detail records".  Testimony is not documentation IMO.  Tax preparation is now a form of legalized gambling, I'm not personally willing to wager $1,040 on this particular hand of cards.
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