Earned Income Credit Worksheet for 2017
Part3: QUALIFYING QUESTIONS FOR THE EIC *With Children* / YES / NO / N/ADid the IRS disallow your earned income credit in the past, and are you prohibited from claiming the EIC on your 2017 tax return?
Can you or your spouse (if a joint return) be claimed as a qualifying child for earned income credit purposes on another person’s tax return?
Do you the taxpayer (and your spouse if filing jointly) have a social security number (SSN) that allows you to work or is valid for EIC purposes?
Was your main home, and the main home of your spouse if filing jointly, in the United States for more than half the year? (Military personnel on extended active duty outside the United States are considered to be living in the United States during that duty period. See Pub. 596.)
Did your child(ren), live with you in your home outside of the United States (one of the 50 states or the District of Columbia) for more than half of 2017?
Could any other person claim Child 1 on Schedule EIC as a dependent for earned income tax credit purposes on their 2017 income tax return?
- If YES, enter the person’s relationship with Child 1 ______
- If YES, is the other person claiming the EIC based on Child 1?
- If YES, if the tie-breaker rules applied, would Child 1 be treated as the taxpayer’s qualifying child (see Form 1040 or 1040A instructions before answering)?
Could any other person claim Child 2 on Schedule EIC as a dependent for earned income tax credit purposes on their 2017 income tax return?
- If YES, enter the person’s relationship with Child 2 ______
- If YES, is the other person claiming the EIC based on Child 2?
- If YES, if the tie-breaker rules applied, would Child 2 be treated as the taxpayer’s qualifying child (see Form 1040 or 1040A instructions before answering)?
Could any other person claim Child 3 on Schedule EIC as a dependent for earned income tax credit purposes on their 2017 income tax return?
- If YES, enter the person’s relationship with Child 3 ______
- If YES, is the other person claiming the EIC based on Child 3?
Were you a nonresident alien during any part 2017?
A child must meet certain requirements to be a qualifying child for EITC. The following chart outlines the three requirements that must be met: / YES / NO
RELATIONSHIP: Son, Daughter, Step child, Foster child, Brother, Sister, Stepbrother, Stepsister, or a descendant of any of them AND….. (Circle one above)
AGE: Under the age 19 at the end of the tax year
Under the age of 24 at the end of the year tax year and a full-time student OR…
Any age and permanently and totally disabled at any time during the year AND…
RESIDENCY: Lived with the taxpayer within the United States for more than half of the year.
Does your child meet the Age, Residency and Relationship tests for the qualifying children?
I / We ______, do affirm that the above information is true to
(PrintFirst and Last Names -Taxpayer and Spouse if Married Filing Jointly)
my knowledge. Under penalties of perjury, I declare that all children named on Page 1 of Form 1040 or 1040A are my dependents, and that I provided my preparer with complete and accurate data as to all my earnings, my marital status, and the names, dates of birth, and Social Security numbers of my children. I declare that I have reviewed the information on this EIC worksheet and Form 8867 and I affirm that it is true and correct. "I understand that a false statement will subject me to the penalties by the Internal Revenue Service. This also releases any liabilities on Landingham Enterprises LLC and I/ we take full responsibilities.
Primary Taxpayer’s Signature Date
Spouse’s Signature Date
Earned Income Credit Worksheet for 2017
Part 1 : ALL TAXPAYERS QUESTIONS FOR EIC / YES / NO / N/AIs the taxpayer’s filing status married filing separately?
Is the taxpayer filing Form 2555 or Form 2555-EZ (relating to the exclusion of foreign earned income)?
Is the taxpayer’s filing status married filing jointly?
Is the taxpayer’s investment income more than $3,400? See Rule 6 in Pub. 596 before answering
Part 2: QUALIFYING QUESTIONS FOR THE EIC Without Children / YES / NO / N/A
Did the IRS disallow your earned income credit in the past, and are you prohibited from claiming the EIC on your 2017 tax return?
Can you or your spouse (if a joint return) be claimed as a qualifying child for earned income credit purposes on another person’s tax return?
Do you or your spouse (if a joint return) possess a social security card that says: Not valid for employment, or have a social security number that was issued solely so the taxpayer could apply for or receive a federally funded benefit?
Was your main home, and the main home of your spouse if filing jointly, in the United States for more than half the year? (Military personnel on extended active duty outside the United States are considered to be living in the United States during that duty period. See Pub. 596.)
Was the taxpayer, or the taxpayer’s spouse if filing jointly, at least age 25 but under age 65 at the end of 2017?
Is the taxpayer, or the taxpayer’s spouse if filing jointly, eligible to be claimed as a dependent on anyone else’s federal income tax return for 2017? If the taxpayer's filing status is married filing jointly, check “No”
Are the taxpayer’s earned income and adjusted gross income each less than the limit that applies to the taxpayer for 2017? See Pub. 596 for the limit
Were you a nonresident alien during any part 2017?
I / We ______, do affirm that the above information is true to
(PrintFirst and Last Names -Taxpayer and Spouse if Married Filing Jointly)
my knowledge.Under penalties of perjury, I declare that all children named on Page 1 of Form 1040 or 1040A are my dependents, and that I provided my preparer with complete and accurate data as to all my earnings, my marital status, and the names, dates of birth, and Social Security numbers of my children. I declare that I have reviewed the information on this EIC worksheet and Form 8867 and I affirm that it is true and correct. I understand that a false statement will subject me to the penalties by the Internal Revenue Service. This also releases any liabilities on Landingham Enterprises LLC and I/ we take full responsibilities.
Primary Taxpayer’s Signature Date
Spouse’s Signature Date
Landingham Enterprises LLCEIC WorksheetRevised 1/6/2018