Get Taxpayer Questionnaire (please Answer All Questions) Tax Year Eic Clients Attach To Form 8867 For

Filling out the Taxpayer Questionnaire is an essential step in the tax preparation process. This guide provides clear instructions on how to complete the questionnaire accurately, ensuring you are prepared to attach it to Form 8867 and fulfill your due diligence requirements.

Follow the steps to fill out the Taxpayer Questionnaire effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the tax year in the designated field. Ensure accuracy as this reflects the period for which you are filing.
3. Fill in the taxpayer's first name, last name, social security number (SSN), and date of birth (D.O.B.). Repeat the process for the spouse if applicable.
4. Document your occupation and your spouse's occupation in the corresponding fields.
5. Complete the contact information section, including home address, city, state, zip code, and the best phone number.
6. Select your filing status by checking the appropriate box for married, head of household, single, or qualifying widow.
7. Indicate whether your dependents lived with you for more than six months during the tax year, and if anyone else can claim them.
8. List your dependents by entering their first name, last name, proof of SSN, relationship, and date of birth in the provided fields.
9. Confirm if all household members have medical insurance by selecting 'Yes' or 'No' and attach the necessary proof.
10. Provide details of any 1095 forms you received by checking the appropriate boxes.
11. Indicate if you have dependents over 18 who are in school/college and attach Form 1098-T if applicable.
12. Confirm if you have dependents over 18 with a disability and provide required statements as necessary.
13. Check and indicate all applicable sources of proof of income by marking the corresponding items.
14. Review the disclaimer statement indicating awareness that the questionnaire's information will be used for tax calculations.
15. Sign and date the form, certifying that all information is accurate as required.
16. Once completed, save your changes, and consider downloading or printing the form for your records.

Take the next step to ensure your tax documents are complete and accurate — fill out your Taxpayer Questionnaire online today.