In past years there was a line for the taxpayer to sign the 8867. Just found out today that there is no signature line. Does this mean we no longer need to have the customer sign this form. I went ahaead and had my customers today sign the bottom of the first page. More room there than anywhere else for a signature. If not necessary then one less form to keep in the file.
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That line was put in by your software company as a convenience to the tax preparer.It wasn't on the actual form.JG -
I send an extra copy to the client and ask them to review it, initial each page and sign the final page. Then I ask them to return it to me with payment and signed 8879. This goes into my client file.
It helps to prove they provided the actual information to me.Believe nothing you have not personally researched and verified.Comment
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As you probably know, this change in the EIC procedure came about as the result of the Korean Free Trade Act, which increased the penalty on tax preparers who did not exercise EIC due diligence from $100 to $500.... More room there than anywhere else for a signature. If not necessary then one less form to keep in the file ...
In prior years you were required to fill out F8867 or a similar worksheet and keep it in your files. Starting January 1 2012, you must use the official F8867 and submit it as part of the return. There is no taxpayer signature requirement on the form. If you find it prudent to have the taxpayer sign it, be my guest.Comment
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Sign where?
I have NEVER seen a signature line on a Form 8867.Originally posted by Bonnie View Post
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I don't know if it was the tax program (Proseries) or the actual IRS form but for 2006(maybe 2005) and prior the 8867 had a signature line for the taxpayer to sign and a place to add notes.
I have my own third page that I make a copy of for every EIC return and I review each and every line on the form with the client and have them sign for my records. Not only does it provide proof for the IRS, but also for mom/dad/grandparents or anyone involved in any type of dispute with each other. If two people say they had the same child for the greater period of the year I want some type of confirmation in my file that the client told me so.Comment
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Signature
Since the taxpayer signs the return with a signature pin and the 8867 is included in the return he/she is signing the 8867.Comment
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Old signature forms
Are you sure Form 8667 (with or without a signature line) even existed in 2006?Originally posted by Jesse View Post
(I could not easily find any such form with a quick search....)
There was at that time a Schedule EIC, but even it did not have any signature lines.
I am now very confused!!!
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Indirect signing ?
I think the original question being posed here, and the responses, are related to the presence of a taxpayer signature line on the Form 8867.Originally posted by Redneck View Post
So far I have been unsuccessful in finding any such location, on the Form 8867 (or equivalent for prior years?), for a taxpayer to sign said form.
Perhaps I just misread the posts?
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Really, the Form 8867 did exist and had a signature line. The signature line may have been something that Proseries did for our convenience as the form was not sent into the IRS as it is this year.
If I recall correctly the year they took the signature line off was the year the form was revised with the added the Part IV Due Diligence requirements. I want to say the Form 8867 existed at least back to 2002, but I'm not 100% sure about that.Comment
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Form 8867 had a signature line for the taxpayer for the last several years. I didn't realize it at first but then I noticed so I had them sign it for me. It was at the bottom of page 3.
I just did a fake return to see if the signature line is on the 8867 this year and it is NOT.
Linda, EAComment
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It has only been a few years since the signature line was taken off. The form is now due dilligence for the preparer which is why I make sure I send the additional copy for the TPO to initial and sign so I have documentation that the info came from the TP.Believe nothing you have not personally researched and verified.Comment
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Linda,Originally posted by oceanlovin'ea View Post
I think it is your software that puts the signature line on form 8867, my software never did
put a signature line on form 8867--neither did the IRS official formComment
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I did not realize this was just a software line. I have always used and love Tax Slayer Pro since the 2006 Tax Year and the line has always been there on the third page. 2011 is the first year it was not on the form. Guess they eliminated it since the form is being sent to the IRS. I still kind like something in my file showing proof the taxpayer agreed to all info on the form.Comment
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Signature lines are where?
Senility must be settling in.
I have NEVER seen an IRS Form 8867 with a "signature line" on it, including tax year 2011.
If anyone has a link/PDF copy showing an IRS form with such, I would love to see it. This would include any "only a few years since signature was taken off" issues.
I went back several years through my old software, and all I could find was Form 8867 (no signature line) for the few most recent years and then Schedule EIC (similar also with no signature lines) for a few years prior.
The somewhat related Form 8862 does seem to have been around for a fairly long time.
I guess once again I should be grateful I prepare very few EITC returns.....
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