Get the free Form 8867 (Rev. December 2006). Paid Preparer's Earned Income Credit Checklist

Form 8867 Paid Preparer s Earned Income Credit Checklist (Rev. December 2006) Department of the Treasury Internal Revenue Service OMB No. 1545-1629 Do not send to the IRS. Keep for your records. For

How to fill out form 8867 rev december

How to fill out Form 8867 rev December:

1. Start by gathering all the necessary information and documents. This includes the taxpayer's personal information, income information, and any applicable tax credits or deductions.
2. Begin completing the form by filling out the taxpayer's name, social security number, and filing status.
3. Move on to Part I of the form, which requires information about the taxpayer's earned income and adjusted gross income. Provide accurate figures for each category.
4. In Part II, you will need to provide details about the taxpayer's eligibility for the Earned Income Credit (EIC). This includes information about qualifying children, if applicable.
5. Part III focuses on the Child Tax Credit (CTC). If the taxpayer is claiming this credit, provide the necessary information, such as the child's name, relationship, and social security number.
6. If the taxpayer is claiming the Additional Child Tax Credit (ACTC), Part IV of the form must be completed. Follow the instructions and provide the required details.
7. Part V is for the American Opportunity Credit (AOC) or the Lifetime Learning Credit (LLC). Include the necessary information, such as the educational institution's name and the student's expenses.
8. If the taxpayer is claiming the Child and Dependent Care Expenses Credit, complete Part VI by providing the relevant details.
9. Finally, review the form to ensure all information is accurate and complete. Sign and date the form before submitting it with the tax return.

Who needs Form 8867 rev December:

1. Taxpayers who are claiming the Earned Income Credit (EIC) on their tax return are required to complete Form 8867.
2. Individuals who have qualifying children and are claiming the Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), American Opportunity Credit (AOC), Lifetime Learning Credit (LLC), or the Child and Dependent Care Expenses Credit also need to fill out this form.
3. Tax professionals who prepare these tax returns for clients must also include Form 8867 with the filing.

It is important to note that the specific eligibility criteria and requirements for these tax credits may vary, so it is advisable to consult the instructions provided with the form or seek professional assistance when completing Form 8867 rev December.

For pdfFiller’s FAQs

What is form 8867 rev december?

Form 8867 rev december is the Paid Preparer's Earned Income Credit Checklist.

Who is required to file form 8867 rev december?

Paid tax return preparers are required to file form 8867 rev december if they are claiming the earned income credit (EIC) for their clients.

How to fill out form 8867 rev december?

To fill out form 8867 rev december, the paid preparer must answer the checklist questions accurately and provide all required information about the EIC.

What is the purpose of form 8867 rev december?

The purpose of form 8867 rev december is to ensure that paid tax return preparers are eligible to claim the earned income credit for their clients by completing a checklist and providing necessary information.

What information must be reported on form 8867 rev december?

On form 8867 rev december, the paid preparer must report information such as whether all EIC rules have been considered, whether the taxpayer has provided all required documents, and whether the preparer has completed all necessary calculations.

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