I had to complete the entire 502CR form by hand and include that + retrieving payment history from the Fed Loan Servicer website showing the payments made in full (this part is a little tricky, you will need to modify the date range so you ONLY extract the payment which is equal to your 502 credit amount that the State gave you. I then had to send all of this via Fedex (I wanted a tracking number and insurance) to the IRS.
That said, most of the information on the 1st page of 502CR is pulled straight from your tax document. Heres the fields I filled in:
Page 1: Fields 1-14 (mostly all from your tax document after TT creates it)
Page 2: Field 5
Page 3: Part AA - Field 1
Page 4: Part CC - Field 1 and Field 8
Everything was blank - the state accepted this and in my portal it shows the verification is completed. Please keep in mind, taxes are different for everyone, just because I didnt have anything in the blank fields doesn't mean you wont.
