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EITC Publications, Forms, Brochures and Other Resources

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Forms & Schedules

Title and Description

Schedule EIC

Schedule Earned Income Credit Qualifying Child Information for 1040A or 1040 filers

Find the following Forms 886-H and tips on using them on EITC Central

Visit our EITC Central site to view or download the following 886-H series of forms. Note you leave irs.gov to visit our toolkit and receive a warning notice.

886-H-DEP

Supporting Documents for Dependency Exemptions.

886-H-DEP-(SP)

Documentación de Apoyo para las Exenciones de la Dependencia

886-H-EIC

Documents You Need to Prove You Can Claim an Earned Income Credit on the Basis of a Qualifying Child

886-H-EIC-(SP)

Documentos que Usted Necesita Para Demostrar que Puede Reclamar el Crédito por Ingreso del Trabajo Basado en un Hijo o Hijos que Califican

886-H-HOH

Supporting Documents to Prove Head of Household Filing Status

886-H-HOH (SP)

Comprobantes Para Demostrar el Estado Civil de Jefe de Familia
8862 Information to Claim Earned Income Credit After Disallowance
8862 (SP) Información Para Reclamar el Crédito Por Ingreso del Trabajo Después de Haber Sido Denegado
8867

Paid Preparers Earned Income Tax Checklist

Instructions Title/Description

1040 Instruction

Form1040 Instructions for Form 1040 and Schedules A, B, C, D, E, EIC, F and SE

8867 Instructions Instructions for Form 8867, Paid Preparer's Earned Income Credit Checklist
Marketing Materials Title/Description

EITC PSAs--Video, Audio and Print Files on EITC Central

Download radio, television, audio and print Public Service Announcements or files you can use for your websites, office systems, newsletters or more on EITC Central (You leave irs.gov website to view this government website sponsored by IRS).

Social Media and Other Electronic Products on EITC Central

See our Social Media and Other Electronic Products on EITC Central. Find products and resources to share through your social network or display on your website, such as banner ads sample tweets and our widgets. Also, find other electronic tools including graphics for badges, slide shows, screen savers, and YouTube videos. (You leave irs.gov website to view this government website sponsored by IRS).

Publications

Title/Description

17 Your Federal Income Tax (for Individuals). Also available in Large Print and Braille versions.
17 (SP El Impuesto Federal sobre los Ingresos (Para Personas F´isicas).

596

Earned Income Credit Information for use in Preparing Tax Returns and Claiming the EITC. Also available in Large Print and Braille versions.

596 (SP) Crédito por Ingreso del Trabajo, Para usarse en la preparación de las declaraciones
962 Earned Income Tax Credit (3.675 X 7.5 inch envelope stuffer or handout) with specific tax year information It is available in English and Spanish versions. Version).  Also available in Braille and Large Print.
962 (SP) Earned Income Tax Credit (3.675 X 7.5 inch envelope stuffer or handout) with specific tax year information (Spanish Version).
962 (EN/SP) Earned Income Tax Credit (3.675 X 7.5 inch envelope stuffer or handout) Evergreen or non-specific to current tax year. English on one side; Spanish on the other.
3211 (EN/SP) The Q & A, 3.75 X 9 inch brochure answering the most common questions relating to EITC qualifications. English on one side/Spanish on the other. Also available in Braille and Large Print.

3211 Reading Order

3211 (CN)

3211 (KR)

3211 (RU)

3211 (VN)

Publication 3211 is an 8.5X11 inch electronic publication used as an educational tool to promote EITC awareness and eligibility requirements. It provides answers to frequently asked questions about EITC. This version of the Publication 3211 is in reading order and follows the structure of the Chinese, Korean Russian and Vietnamese electronic versions for paragraph-to-paragraph comparison.

3524

3524 (CN)

3524 (KR)

3524 (RU)

3524 (SP)

3524 (VN)

EITC Eligibility Checklist Poster 11X17 inches. Also available in Chinese, Korean, Russian, Spanish and Vietnamese.

3524-A

3524-A-SP

 

EITC Eligibility Checklist in an 8½ X11inch notepad of 50 tear-off checklists for hand-outs. Smaller version of the EITC Eligibility Checklist Poster. Available in English and Spanish.

3535

3535 (CN)

3535 (KR)

3535 (RU)

3535 (SP)

3535 (VN)

Social Security Card Poster,11x17 inches. It is available in Chinese, Korean, Russian, Spanish, and Vietnamese.

4194

4194 (CN)

4194 (KR)

4194 (RU)

4194 (SP)

4194 (VN)

This11X17 inch poster has general EITC eligibility information and information on what to bring to your preparer and information on what to expect from your preparer .It is available in English, Chinese, Korean, Russian, Spanish, and Vietnamese.

4298

EITC/E-file/Child Tax Credit Poster. Poster has both English and Spanish

4537

 

EITC Tools Bookmark on most common EITC errors, instructions and hints for using the EITC electronic toolkit and EITC assistant. It directs practitioners to various online tools and solutions available to them for EITC.

4687

4687 SP

 

EITC Due Diligence is a brochure distributed to Tax Professionals to inform them of the Due Diligence requirements for filing EITC returns, how to avoid common mistakes and where to find more resources. Available in English and Spanish.

4716 (EN/SP)

 

Be Prepared to Get EITC. An informational brochure to let taxpayers know what they need to take to a tax preparer in order to be compliant and apply for Earned Income Tax Credit (EITC). English on one side/Spanish on the other.

4717 (EN/SP)

Help your Tax Preparer Get you the Earned Income Tax Credit you Deserve is designed to inform taxpayers why their preparer asks the questions they do. It informs them of the preparer's due diligence requirements, the importance of providing accurate information to save time and reduce errors and the associated consequences. English one one side; Spanish on the other. 

4718

4718 SP

EITC Employer Poster is 11X17 inch poster with an important message from the IRS about EITC for employer's to display. Available in English and Spanish.

4808

4808 (SP)

EITC and Disability is a brochure that explores different scenarios to help folks with disabilities or those with children with disabilities determine their eligibility for EITC. Available in English and Spanish.

Online Tools

Title/Description

EITC Assistant The EITC Assistant is a web-based tool to help determine EITC eligibility and calculate the credit. The Assistant is available for three tax years.
EITC Assistant (Spanish) The EITC Assistant is available in Spanish. The Assistant is a web-based tool that helps determine EITC eligibility and calculates the credit. It is available for three tax years.
EITC Central Your one stop shop for all things EITC. Home Site for the Partner Toolkit, Preparer Toolkit and Marketing Express. (You leave irs.gov website to view this government website).
EITC Outreach Toolkit for Partners Now it's easier to spread the word about the Earned Income Tax Credit. With the materials we assembled in the Partner Toolkit, you don't have to be a professional marketer to get professional results. You'll find an array of useful general and specialized marketing tools, including templates, statistics, fact sheets, how-to tips, specialized products and links to other helpful resources. (You leave irs.gov website to view this government website).
EITC Quick Outreach Toolkit (PDF) This electronic guide has links to our helpful products and other resources to help you spread the word about EITC to those who may be eligible and motivate them to explore whether they qualify. .
EITC Toolkit for Tax Preparers Here's a one-stop resource for EITC information and products to help tax preparers assist clients. This toolkit includes: the latest EITC updates, EITC eligibility criteria , tips and tools for preparation of EITC returns, EITC due diligence educational materials, and specialized products and links to other helpful resources

EITC Marketing Express

IRS partners and tax preparers can customize EITC communication products with location and contact information. (You leave irs.gov website to view this government website).

Pub 4935, Guide to Everything Earned Income Tax Credit for Individuals Online

An electronic guide for finding EITC information on line. IRS partners, employers, and government offices and agencies can post this publication on their own web site to help clients find the information they need to determine if they are eligible for EITC and to file accurate EITC claims. This on-line publication describes a topic briefly and then provides a link to irs.gov to find more information.

Pub 4933, Tax Preparers Guide to Everything Earned Income Tax Credit Online

 

Use this electronic publication, to easily find the technical information you need to accurately determine if your clients qualify for EITC and meet your due diligence requirements. We have links to all IRS's online tools, information and guidance for Earned Income Tax Credit or EITC.

Helpful Definitions and Acronyms EITC-related definitions and acronyms.
EITC Questions and Answers Answers to the questions you ask about EITC most frequently.

Pub 596 Online

Online version of the Earned Income Credit Publication - Information for use in Preparing Tax Returns and Claiming EITC

Related Resources Title/Description
Notice 797 Possible Federal Tax Refund Due to the Earned Income Credit (EIC).
Notice 1015 Have You Told Your Employees About the Earned Income Credit (EIC)?
Pub 3498-A The Examination Process (Examinations by Mail)

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Page Last Reviewed or Updated: 20-Nov-2014