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Get the free Form 8867 (Rev. October 1999). Paid Preparer's Earned Income Credit Checklist

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Form 8867 (Rev. October 1999) Paid Preparers Earned Income Credit Checklist OMB No. 15451629 Department of the Treasury Internal Revenue Service Do not send to the IRS. Keep for your records. For
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How to fill out form 8867 rev october

01
To fill out Form 8867 rev October, you need to follow these steps:
02
Read the instructions provided with the form carefully.
03
Start with entering your name, Social Security number, and the tax year at the top of the form.
04
Answer the first set of questions related to your client's eligibility for the earned income credit (EIC) and child tax credit (CTC). Provide all the necessary information accurately.
05
Complete the second set of questions related to due diligence requirements for EIC and CTC claims. Ensure you have obtained and reviewed all the required documents.
06
Fill out the third set of questions that verify any other tax benefits claimed. Provide valid explanations and supporting documentation if applicable.
07
Complete the declarations section by signing and dating the form.
08
Review the filled form for any errors or omissions before submitting it to the appropriate authority.

Who needs form 8867 rev october?

01
Form 8867 rev October is needed by tax professionals who prepare tax returns for their clients claiming the earned income credit (EIC), child tax credit (CTC), or any other applicable tax benefits. It is also required by individuals who are eligible for these credits and are self-preparing their tax return.
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Form 8867 rev october is the Paid Preparer's Earned Income Credit Checklist.
Paid preparers who are helping taxpayers claim the Earned Income Credit (EIC).
Form 8867 rev october must be filled out by paid preparers by checking boxes that apply to the taxpayer's situation and providing any requested information.
The purpose of form 8867 rev october is to ensure that paid preparers have performed the necessary due diligence when helping taxpayers claim the EIC.
Paid preparers must report information related to the EIC eligibility requirements, the due diligence performed, and the taxpayer's responses to specific questions.
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