While worksheets that are labeled as "Keep for your records" are not normally submitted to the IRS with the tax return, are there any exceptions to this? The reason I ask is that last year the IRS initially rejected my claim for the Earned Income Credit when it was filed electronically through TurboTax based on our (apparent) earned income being too high, similar to the scenario described in my original question. I wound up having to submit an explanation as to why I disagree and submit a host of evidence to support my position. Eventually, they gave me the credit, plus interest, but it was a giant ordeal involving multiple phone calls and several hour of waiting on hold. It's occurred to me that if they would have had the Earned Income Credit Worksheet, it might have been more clear, since there's nothing in the tax forms that show the actual math. Also, in the IRS guidance for notice 2014-7, it says to write "notice 2014-7" on Schedule 1, line s, which TurboTax does not add. This year, since I'm mailing the return, I can just add it myself. Would it be a mistake, though, to add the EIC Worksheet pre-emptively, given the general rule of not including worksheets?
