Form 8867 - Paid Preparer'S Earned Income Credit Checklist

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8867
Paid Preparer's Earned Income Credit Checklist
OMB No. 1545-1629
2013
Form
To be completed by preparer and filed with Form 1040, 1040A, or 1040EZ.
Department of the Treasury
Attachment
177
Information about Form 8867 and its separate instructions is at
Sequence No.
Internal Revenue Service
Taxpayer's social security number
Taxpayer name(s) shown on return
For the definitions of the following terms, see Pub. 596.
• Investment Income
• Qualifying Child
• Earned Income
• Full-time Student
Part I
All Taxpayers
Enter preparer's name and PTIN
1
2
Is the taxpayer’s filing status married filing separately? .
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Yes
No
If you checked “Yes” on line 2, stop; the taxpayer cannot take the EIC. Otherwise, continue.
3
Does the taxpayer (and the taxpayer’s spouse if filing jointly) have a social security number (SSN)
that allows him or her to work or is valid for EIC purposes? See the instructions before answering
Yes
No
If you checked “No” on line 3, stop; the taxpayer cannot take the EIC. Otherwise, continue.
Is the taxpayer (or the taxpayer's spouse if filing jointly) filing Form 2555 or 2555-EZ (relating to the
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exclusion of foreign earned income)? .
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Yes
No
If you checked “Yes” on line 4, stop; the taxpayer cannot take the EIC. Otherwise, continue.
5a Was the taxpayer (or the taxpayer's spouse) a nonresident alien for any part of 2013?
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Yes
No
If you checked “Yes” on line 5a, go to line 5b. Otherwise, skip line 5b and go to line 6.
b Is the taxpayer’s filing status married filing jointly?
Yes
No
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If you checked “Yes” on line 5a and “No” on line 5b, stop; the taxpayer cannot take the EIC.
Otherwise, continue.
6
Is the taxpayer’s investment income more than $3,300? See Rule 6 in Pub. 596 before answering
Yes
No
If you checked “Yes” on line 6, stop; the taxpayer cannot take the EIC. Otherwise, continue.
Could the taxpayer be a qualifying child of another person for 2013? If the taxpayer's filing status is
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married filing jointly, check “No.” Otherwise, see Rule 10 (Rule 13 if the taxpayer does not have a
qualifying child) in Pub. 596 before answering .
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Yes
No
If you checked “Yes” on line 7, stop; the taxpayer cannot take the EIC. Otherwise, go to Part II
or Part III, whichever applies.
8867
For Paperwork Reduction Act Notice, see separate instructions.
Form
(2013)
Cat. No. 26142H

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