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Tax preparer due diligence questions

03/10/2021 Client: muhammad11 Deadline: 2 Day

1) All of the following are due diligence requirements a paid tax preparer must meet when filing a return for a taxpayer claiming EITC, CTC/ACTC, ODC, AOTC, and/or head of household filing status EXCEPT:

A) Investigate and verify the accuracy of information the taxpayer provides to show eligibility for the credits and/or head of household filing status.

B) Complete all worksheets used to compute the credit. If the worksheet is completed by hand, keep a hard copy in the taxpayer's client file.

C) Document the questions and answers asked about significant issues on the return.

D) Complete and maintain a copy of Form 8867, Paid Preparer's Due Diligence Checklist.

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