Get the free Form 8867 Paid Preparer's Earned Income Credit (EIC ...

2023 FORM 8867 DUE DILIGENCE Keep for Your RecordsTaxpayer SignatureFDADateForm Software Copyright 1996 2022 HRB Tax Group, Inc.Spouse SignatureR0615BDate21_EICDUEDIL

How to fill out form 8867 paid preparers

How to fill out form 8867 paid preparers

1. Gather necessary tax information for the client, including their identification and tax history.
2. Obtain the client's signature on the form to authorize you to prepare the return.
3. Fill out Part I by entering the client's details, including their name, address, and Social Security number.
4. Complete Part II by answering questions related to the Earned Income Tax Credit (EITC) eligibility.
5. Ensure that all entries are accurate and consistent with the client's tax documents.
6. Review the form for completeness and correctness before submission.
7. Provide a copy of the filled out form to the client for their records.

Who needs form 8867 paid preparers?

1. Paid preparers of tax returns claiming the Earned Income Tax Credit (EITC) on behalf of clients.
2. Any tax professional who assists clients in claiming certain tax credits and needs to demonstrate due diligence.

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What is form 8867 paid preparers?

Form 8867 is a form that paid tax preparers must file to certify that they have determined eligibility for the Earned Income Tax Credit (EITC), Child Tax Credit, Additional Child Tax Credit, and American Opportunity Tax Credit for their clients.

Who is required to file form 8867 paid preparers?

Paid preparers who prepare federal income tax returns claiming certain tax credits, particularly the EITC, Child Tax Credit, Additional Child Tax Credit, and American Opportunity Tax Credit, are required to file Form 8867.

How to fill out form 8867 paid preparers?

To fill out Form 8867, preparers must answer a series of questions regarding the client's eligibility for specific tax credits, including providing information about the taxpayer's household and income. The form must then be signed and dated by the preparer.

What is the purpose of form 8867 paid preparers?

The purpose of Form 8867 is to ensure that tax preparers accurately assess client eligibility for tax credits and to promote compliance with tax laws designed to prevent improper claims.

What information must be reported on form 8867 paid preparers?

The form requires reporting information such as the taxpayer's identity, eligibility for credits claimed, and details about their dependents and income. It also includes a series of questions the preparer must answer.