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isaacreed
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How to include head of household form 8867 on turbo tax efile

how do i include form 8867 head of household due diligence checklist to a turbo tax efile  

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Coleen3
Intuit Alumni

How to include head of household form 8867 on turbo tax efile

Form 8867 is for paid tax return preparers. As TurboTax is not meant to be used by paid preparers, the program does not use this form.

Purpose of Form As a paid tax return preparer, you are required to exercise due diligence when preparing any client’s return or claim for refund. As part of exercising due diligence, you must interview the client, ask adequate questions, and obtain appropriate and sufficient information to determine the correct reporting of income, claiming of tax benefits (such as deductions and credits), and compliance with the tax laws. You also 

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1 Reply
Coleen3
Intuit Alumni

How to include head of household form 8867 on turbo tax efile

Form 8867 is for paid tax return preparers. As TurboTax is not meant to be used by paid preparers, the program does not use this form.

Purpose of Form As a paid tax return preparer, you are required to exercise due diligence when preparing any client’s return or claim for refund. As part of exercising due diligence, you must interview the client, ask adequate questions, and obtain appropriate and sufficient information to determine the correct reporting of income, claiming of tax benefits (such as deductions and credits), and compliance with the tax laws. You also 

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