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Which of the following records must a paid preparer keep?

The preparer must retain the records involved in the determination of the credits or Head of Household status, including a copy of the Form 8867, any worksheets or calculations used to determine the amounts, and a record of how and when the information used to complete Form 8867 was obtained.

What are the 4 due diligence requirements?

The Four Due Diligence Requirements Complete and Submit Form 8867. (Treas. Reg. section 1.6695-2(b)(1)) Compute the Credits. (Treas. Reg. section 1.6695-2(b)(2)) Knowledge. (Treas. Reg. section 1.6695-2(b)(3)) Keep Records for Three Years.

What are the 4 due diligence requirements for tax return preparers and EIC?

The Four Due Diligence Requirements Complete and Submit Form 8867. (Treas. Reg. section 1.6695-2(b)(1)) Compute the Credits. (Treas. Reg. section 1.6695-2(b)(2)) Knowledge. (Treas. Reg. section 1.6695-2(b)(3)) Keep Records for Three Years.

What documents must be retained in ance with form 8867?

To meet the record retention requirement, you must keep a copy of your documentation referenced in question 4b, a copy of this Form 8867, a copy of any applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form 8867 and any applicable worksheet(s) was obtained, and a copy of any

What is IRS form 8867 used for?

The purpose of the form is to ensure that the practitioner has considered all applicable eligibility criteria for certain tax credits for each return prepared, such as the earned income tax credit (EITC), child tax credit (CTC), additional child tax credit (ACTC), credit for other dependents (ODC), American opportunity

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What is the record retention requirement for EIC?

Record Retention Requirements Preparers must keep these documents or records, either on paper or electronically, for three years from the June 30 following the date the return or claim for refund was submitted to the taxpayer for signature.

What is due diligence for EITC?

Due diligence is a law that requires paid preparers of EITC returns to take additional steps to ensure that the return information impacting EITC eligibility is correct.

What is due diligence for tax preparers?

What is due diligence? Basically, the IRS requires that a tax preparer who prepares a return for a client that claims any of these credits or head-of-household status thoroughly interview and question the taxpayer and collect documentation to show that the taxpayer is qualified for the tax advantage.

Who needs to file form 8867?

Multiple Forms 8867 for one return. Form 8867 must be completed by a paid tax return preparer responsible for a taxpayers claim of the EIC, the CTC/ACTC/ODC, the AOTC, and/or HOH filing status; therefore, there may be multiple Forms 8867 for one return or amended return.

What are the IRS requirements to be a tax preparer?

How to become a registered tax preparer Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Get a Preparer Tax Identification Number (PTIN) from the IRS. Approved Lives Scan.

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Which of the following records must a paid preparer keep?

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What are the 4 due diligence requirements for tax return preparers and EIC?

What documents must be retained in ance with form 8867?

What is IRS form 8867 used for?

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What is the record retention requirement for EIC?

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