Household & identity › F8867.status
F8867.status · federal · F8867 line status
Paid preparer due diligence checklist (CTC/ODC claimed)
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⚑ DUE-DILIGENCE · open
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R-8867-REQUIRED Due diligence checklist required for the credits claimed; must be completed by the preparer.
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Independent checks
Form 8867 due diligence for CTC / ODCNeeds judgment
Paid-preparer due diligence must be documented: residency (12 months each), relationship, age (Theo 8, Ada 19 full-time student - D59/D60), Ada files her own return claiming 'can be claimed'.
Method: Credits claimed: child tax credit (Theo) and credit for other dependents (Ada).
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History — nothing is overwritten
v1 · 2026-03-04: Not completedv2 · 2026-03-19: Not completedv3 · 2026-06-23: Not completed
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