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This form is used by paid preparers of Federal income tax returns to ensure due diligence in determining taxpayer eligibility for the Earned Income Credit (EIC). It includes a checklist of criteria

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How to fill out 8867

01

Gather necessary information for the child or dependent such as their name, Social Security number, and relationship to you.

02

Complete Part I of Form 8867 by providing your information and specifying the tax year you are filing for.

03

Fill out Part II by answering questions regarding the child or dependent, ensuring you meet all the criteria for claiming them.

04

In Part III, provide any relevant information regarding the Earned Income Credit and other credits if applicable.

05

Review all entries for accuracy and ensure all required documentation is attached before submission.

Who needs 8867?

01

Taxpayers who claim the Earned Income Tax Credit (EITC).

02

Taxpayers claiming the Child Tax Credit (CTC).

03

Tax professionals preparing returns with tax credits involving qualified children or dependents.

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What is 8867?

Form 8867, also known as the Paid Preparer's Due Diligence Checklist, is a form used by tax preparers to ensure they have met their due diligence requirements when preparing tax returns claiming the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), American Opportunity Tax Credit (AOTC), and other credits.

Who is required to file 8867?

Tax preparers who prepare tax returns that claim the Earned Income Tax Credit and other specified credits must file Form 8867 to demonstrate their compliance with due diligence requirements.

How to fill out 8867?

To fill out Form 8867, a preparer must answer a series of questions to verify eligibility for the credits claimed, ensure they have obtained necessary documentation from the taxpayer, and confirm that they have conducted a reasonable inquiry into the taxpayer's eligibility.

What is the purpose of 8867?

The purpose of Form 8867 is to promote due diligence among tax preparers, ensuring they have taken the necessary steps to determine the eligibility of their clients for tax credits, thereby reducing the likelihood of erroneous claims.

What information must be reported on 8867?

Form 8867 requires reporting information such as the taxpayer's eligibility for the credits, the review of documentation to support the claims, and the confirmation that the preparer has made reasonable inquiries if there are discrepancies or concerns about the taxpayer's eligibility.

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