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Forced to include 8867 on self-prepared return


Robin Morris

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I file my own tax return at our office so I file it as a non paid preparer. But ATX forces me to have form 8867 (which is for paid preparers) in order to efile since I'm claiming child tax credit. Is there a way around this so that I can efile my return?

Edited by jklcpa
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  • jklcpa changed the title to Forced to include 8867 on self-prepared return

Doesn't the program still allow one to be the ERO without being a paid preparer?  I think that used to be a checkbox or something like that in the e-file setup.
Or you can try removing the paid preparer entry directly through the preparer manager, used to be in the tools section. See if removing that eliminates the program requiring the 8867.

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