Get Irs 8867 2023-2025

This guide provides clear instructions on how to fill out the IRS Form 8867 online, ensuring compliance with due diligence requirements for claiming certain tax credits. Understanding each section of the form will help users efficiently complete it and support their tax preparation process.

Follow the steps to complete the form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the tax year for which the form is being completed in the designated field.
3. Provide the taxpayer's name as shown on the return along with their taxpayer identification number.
4. Enter the preparer's name and preparer tax identification number in the specified sections.
5. In Part I, check the appropriate boxes for the credits or Head of Household filing status claimed on the return. Ensure all applicable sections are completed.
6. Follow the prompts in Part I regarding due diligence requirements, answering questions based on the information gathered from the taxpayer.
7. In Part II and Part III, answer additional due diligence questions specific to the Earned Income Credit and Child Tax Credit as applicable.
8. If applicable, complete the due diligence questions for claims related to the American Opportunity Tax Credit and the Head of Household status.
9. Certify that all answers provided on the form are true, correct, and complete before finalizing.
10. Once all sections are complete, review the form for accuracy. Users can save changes, download, print, or share the completed form as needed.

Prepare your documents and start filling out the IRS 8867 online to ensure compliance and accuracy.