Get the free form 8867 - irs

Submit Form 8867 in the manner required and 4. Keep all five of the following records for 3 years from the latest of the dates specified in the instructions under Document Retention a. Form 8867 b. Information about Form 8867 and its separate instructions is at www.irs.gov/form8867. Attachment Sequence No. 177 Taxpayer s social security number Taxpayer name s shown on return DRAFT AS OF June 3 2014 DO NOT FILE For the definitions of Qualifying Ch...

How to fill out form 8867 - irs

How to fill out form 8867?

1. Gather all the necessary information and documents needed to complete the form.
2. Carefully read the instructions provided with the form to understand the requirements and guidelines.
3. Begin by entering your personal information, including your name, address, and Social Security Number.
4. Provide details about the tax return for which you are completing the form, such as the tax year and filing status.
5. Fill out Part I of the form, which requires information about the taxpayer and their dependents, including any applicable credits or deductions.
6. Move on to Part II of the form, where you will need to answer questions related to any relevant tax preparation services or software used.
7. If applicable, complete Part III of the form, which focuses on the earned income credit.
8. Review the completed form for accuracy and make any necessary corrections or additions.
9. Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.
10. Attach the completed form to your tax return and file it according to the appropriate instructions.

Who needs form 8867?

1. Individuals who are claiming certain tax credits, such as the earned income credit (EIC), child tax credit (CTC), or additional child tax credit (ACTC), may need to file Form 8867.
2. Tax preparers or tax professionals who are preparing tax returns for clients that involve these specific credits are also required to complete and submit Form 8867.
3. It is important to consult the IRS guidelines and instructions to determine if you meet the criteria for filing Form 8867 and to ensure compliance with the tax regulations.

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What is form 8867?

Form 8867 is an IRS form used by tax preparers to determine if their clients qualify for the Earned Income Credit (EIC), Child Tax Credit (CTC), and/or the Additional Child Tax Credit (ACTC).

Who is required to file form 8867?

Tax preparers who claim the Earned Income Credit (EIC), Child Tax Credit (CTC), or Additional Child Tax Credit (ACTC) for their clients are required to file form 8867.

How to fill out form 8867?

To fill out form 8867, tax preparers must provide their information, taxpayer information, and answer a series of questions regarding the client's eligibility for the EIC, CTC, or ACTC. They must also complete the Due Diligence Checklist on page 3.

What is the purpose of form 8867?

The purpose of form 8867 is to ensure that tax preparers meet the due diligence requirements set by the IRS when claiming the EIC, CTC, or ACTC for their clients. It helps prevent fraudulent claims and ensures that eligible taxpayers receive the proper credits.

What information must be reported on form 8867?

Form 8867 requires tax preparers to report their name, tax preparer identification number, and contact information. They must also provide the taxpayer's name, social security number, and answer a series of questions regarding their eligibility for the EIC, CTC, or ACTC.