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Earned Income Credit Checklist Form 8867

This Earned Inome Credit Checklist, known as Form 8867, is manditory for a paid preparer to collect. Please complete this with absolute honesty so you do not end up with charges. It is tempting to collect what you might get away with, but the consequences are stiff.

Form 8867 EIC Checklist

Tax Payer Name

Spouse Name, if applicable

Is your status Married Filed Separate

	YES
	NO

IF YES... STOP YOU CANNOT COLLECT

What year is this for?

Is the taxpayer filing Form 2555 or Form 2555-EZ (relating to the exclusion of foreign earned

	YES
	NO

IF YES... STOP YOU CANNOT COLLECT

Was the taxpayer a nonresident alien for any part of the year on line 1?

	YES
	NO

If yes, go to next question. If no, skip next question.

Is the taxpayer’s filing status married filing jointly?

	YES
	NO

Is the taxpayer’s investment income more than the limit that applies to the year on line 1?

	YES
	NO

IF YES... STOP YOU CANNOT COLLECT

Could the taxpayer, or the taxpayer’s spouse if filing jointly, be a qualifying child of another

	YES
	NO

IF YES... STOP YOU CANNOT COLLECT

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This website contains information related to law and is NOT LEGAL advice. It contents is for information only. If you need legal advice, please consult an attorney or act as your own.

All documents typed are prepared by Rica Gilmore.

SBI!