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Form 8867


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#1 cpabsd

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Posted 06 February 2012 - 01:54 PM

I do not have many EIC filers, but do have a few. I ask the questions required to determine if they are eligible and complete Form 8867. I utilize the EIC questions tab as part of Schedule EIC in the ATX software. However, on Form 8867, page 3, under Due diligence, the software is automatically answering no to question 21. Am I missing something? The questions on the EIC questions tab in ATX are the same as the worksheet in the 1040 instructions. Do I need to override this question for each taxpayer that qualifies?

Thanks for any guidance. I do not want to miss something.

#2 Pacun

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Posted 06 February 2012 - 02:51 PM

The first thing you need to do is to fill out the EIC worksheet, then you need to fill out form 8867. The EIC worksheet is automatically opened if you click on line 64 of 1040.





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