Get IRS 8867 2021-2022
Submit Form 8867 in the manner required and D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under Document Retention. 1. A copy of Form 8867 2. The applicable worksheet s or your own worksheet s for any credits claimed 3. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for all credits claimed C. Submit Form 8867 in the manner required and D. Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under Document Retention. 1. Do you certify that all of the answers on this Form 8867 are to the best of your knowledge true correct and complete. By the taxpayer or reasonably obtained by you. AOTC retention requirement you must keep a copy of your documentation referenced in 4b a copy of this Form 8867 a copy of applicable worksheets a record of how when and from whom the information used to prepare Form 8867 and worksheet s was obtained and a copy of any document s provided by the taxpayer that you relied on to determine eligibility or to compute the amount for the credit s. A copy of Form 8867 2. The applicable worksheet s or your own worksheet s for any credits claimed 3. Copies of any taxpayer documents you may have relied upon to determine eligibility for and the amount of the credit s 4. N/A For Paperwork Reduction Act Notice see separate instructions. Cat. No. 26142H 8867 2017 Page 2 Form 8867 2017 9a Have you determined that this taxpayer is in fact eligible to claim the EIC for the number of children for whom the EIC is claimed or to claim EIC if the taxpayer has no qualifying child Skip 9b and 9c if the taxpayer is claiming EIC and does not have a qualifying child. Person. Did the taxpayer provide substantiation such as a Form 1098-T and/or receipts for the qualified tuition and related expenses for the claimed AOTC Part V Credit Eligibility Certification You have complied with all due diligence requirements with respect to the credits claimed on the return of the adequate information to determine if the taxpayer is eligible to claim the credit s and in what amount s B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for all credits claimed C. Form Paid Preparer s Due Diligence Checklist OMB No. 1545-1629 Earned Income Credit EIC American Opportunity Tax Credit AOTC Child Tax Credit CTC and Additional Child Tax Credit ACTC Department of the Treasury To be completed by preparer and filed with Form 1040 1040A 1040EZ 1040NR 1040SS or 1040PR. Internal Revenue Service Go to www.irs.gov/Form8867 for instructions and the latest information. Attachment Sequence No. 70 Taxpayer identification number Taxpayer name s shown on return Enter preparer s name and PTIN Part I Due Diligence Requirements EIC Please check the appropriate box for the credit s claimed on this return and complete the related Parts I IV for the credit s claimed check all that apply. CTC/ACTC Yes No Did you complete the applicable EIC and/or CTC/ACTC worksheets found in the Form 1040 1040A 1040EZ 1040SS 1040PR or 1040NR instructions and/or the AOTC worksheet found in the Form 8863 instructions or your own worksheet s that provides the same information and all related forms and schedules for each credit claimed. Did you satisfy the knowledge requirement To meet the knowledge requirement you must do both of the following Interview the taxpayer ask questions and document the taxpayer s responses to determine that the taxpayer is eligible to claim the credit s Review information to determine that the taxpayer is eligible to claim the credit s and for what amount.
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