What standard answers would be acceptable for Form 8867, question 5?

Forum|Forum|6 years ago
December 7, 2019
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Best answer by Ernie

Yes or No.

Do you request and keep any documentation from the individuals who you file taxes for that have this form filled out? If so document what forms you kept to make the determination that you can claim those individuals.

ErnieAnswer

Level 7

Yes or No.

Do you request and keep any documentation from the individuals who you file taxes for that have this form filled out? If so document what forms you kept to make the determination that you can claim those individuals.

T

TaxGuyBill

I always say "yes".

I have satisfied the requirement if I feel I don't need documentation. I have satisfied the requirement if I feel I need documentation and have a copy of it. So either way I have satisfied the requirement (if I feel I need documentation, the tax return does not get filed until I get a copy of it).