Form 8867, Paid Preparer's Due Diligence Checklist

8867, Paid Preparer's Due Diligence Checklist
  • Latest Revision
  • Updated: 11/23/2019
  • Successful Requests: 1,036,357
  • Instructions Included: Yes

Paid preparers of federal income tax returns or claims involving the earned income credit (EIC), child tax credit (CTC)/additional child tax credit (ACTC), credit for other dependents (ODC), American opportunity tax credit (AOTC), and/or head of household (HOH) filing status must meet due diligence requirements in determining the taxpayer's eligibility for, and the amount of, the credit and filing status.

Form 8867 (PDF)

None at this time.

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