Tools and Tips

 Tools and Tips at your fingertips: 

• Avoid having your clients' returns reject by reviewing our tips on preventing the most common processing errors.

• Review many helpful examples aimed at assisting you in complying with the EITC due diligence knowledge requirement on our Handling Most Common Due Diligence Situations page. Examples cover a variety of EITC issues including filing status, valid Social Security numbers, qualifying children, Schedule C filers and more.

• As you prepare EITC returns, avoid the three most common EITC errors which count for more than 60 percent EITC errors. See our Handling the Most Common Errors.

• Why use the Form 8867?

• Forms 886-H can assist you in tackling the difficult and probing questions.

• Publication 4687 - Due Diligence information to go.

• Your clients can find out if they are eligible for the Earned Income Tax Credit (EITC) by answering some questions and providing basic income information using the EITC Assistant on irs.gov.

• See our chart explaining EITC notices, letters and reject codes.

07/01/2011