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E-file diagnostic: Form 8867 Paid Preparer's Due Diligence Checklist

Form 8867 Paid Preparer's Due Diligence Checklist: You have taken the Child Tax Credit, Additional Child Tax Credit, or the Credit for Other Dependents but have not completed the required Form 8867. Go to Organizer / Credits / Child Tax Credit / Form 8867 / Paid Preparer Selection and generate a Form 8867 by selecting Yes under the include column for the applicable paid preparer that did the work on this credit. Then fill out the Form 8867 organizer that generates below the paid preparer selection screen. The penalty for failure to meet the due diligence requirements with respect to returns and claims for refund is $635 per credit per return.
This happens when you have a credit mentioned in the error and have not filled out the Form 8867.

Solution

  1. Go to
    Organizer
    , then
    Credits
     folder.
  2. Go to the
    Child Tax Credit
     (or the credit you are taking), then
    Form 8867
     folder.
  3. Go to the
    Paid Preparer Selection
     folder.
  4. In the
    Column Include
     make at least 1 selection to
    yes
     for the preparers.
  5. When you select
    Yes
     a folder will appear following
    Paid Preparer Selection
     with the preparers name that you selected.
  6. In that folder fill in the information for
    Form 8867
    .
  7. Run a full recompute then recreate the e-file.

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Return type: 1040 Individual
  • State: California, Ohio
  • Subject: e-file
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