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Get the free Instructions for Form 8867 (2020)Internal Revenue ServiceForm 8867 - Paid Preparer's...

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Diligence Questions Instructions: This form must be completed and signed in order to take any of the following credits: Head of Household (For tax purposes, this means single parents only×Child Tax
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Individuals who qualify for a Child Tax Credit, Additional Child Tax Credit, or the American Opportunity Credit may need instructions for form 8867. This form is used to claim these tax credits and must be filled out accurately to avoid any penalties or delays in processing the tax return. It is recommended to consult a tax professional or refer to the IRS instructions if you are unsure about the eligibility requirements or how to properly complete the form.
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Form 8867 is the Paid Preparer's Due Diligence Checklist, which is used by tax preparers to determine if their clients qualify for certain tax credits.
Tax preparers who are claiming the Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit on their client's tax return are required to file Form 8867.
Tax preparers must answer the questions on Form 8867 based on the information provided by their clients. They must also keep a copy of the completed form in their records.
The purpose of Form 8867 is to ensure that tax preparers are properly determining if their clients qualify for certain tax credits, and to help prevent tax fraud.
Tax preparers must report information about their clients' eligibility for the Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit.
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