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🔍 Do I need to complete form 8867 Due Diligence in an individual return?

This guide explains when you should complete the required parts of Form 8867 Due Diligence for an individual return.

⚠️ When You Need to Complete Form 8867

If claiming any of the following credits, Part I and Part VI should be completed:

• Earned Income Credit (EIC), complete Part II.
• Child Tax Credit (CTC), Additional Child Tax Credit, Other dependent credit, complete Part III.
• American Opportunity Tax Credit (AOTC), complete Part IV.
• Head of household filing status, complete Part V.

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