Earned Income Tax Credit Publications, Forms, Brochures and Other Resources

 

EITC Forms & Schedules

Form or Schedule

Title and Description

Schedule EIC (PDF)

Earned Income Credit Qualifying Child Information for 1040 and 1040-SR filers.

Form 886-H-DEP (PDF) Supporting Documents for Dependency Exemptions
Form 886-H-DEP-(SP) (PDF) Documentación de Apoyo para las Exenciones de la Dependencia
Form 886-H-EIC (PDF) Documents You Need to Send to Claim the Earned Income Credit on the Basis of a Qualifying Child or Children for Tax Year 2019
Form 886-H-EIC-(SP) (PDF) Documentos que Usted Necesita Para Demostrar que Puede Reclamar el Crédito por Ingreso del Trabajo Basado en un Hijo o Hijos que Califican
Form 886-H-HOH Documentos Que Necesita Enviar para Reclamar el Crédito Tributario por Ingreso del Trabajo en Base a un Hijo o Hijos Calificados para el Año Tributario de 2019
Form 886-H-HOH (SP) Comprobantes Para Demostrar el Estado Civil de Jefe de Familia
Form 8862 (PDF) Information To Claim Certain Credits After Disallowance
Form 8862 (SP) (PDF) Información Para Reclamar Ciertos Créditos Después de Haber Sido Denegados
Form 8867 (PDF)

Paid Preparer’s Due Diligence Checklist

Instructions for EITC Forms

Title Description

Forms 1040 and 1040-SR Instructions (PDF)

Instructions for Form 1040 and 1040-SR including the instructions for Schedules 1 through 3

Form 8867 Instructions (PDF) Instructions for Form 8867, Paid Preparer's Due Diligence Checklist for the Earned Income Credit, American Opportunity Tax Credit, Child Tax Credit (including the Additional Child Tax Credit and Credit for Other Dependents), and/or Head of Household Filing Status

EITC 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 to use for your websites, office systems, newsletters or more on EITC Central

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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.

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EITC Publications

Publication Number & Title

Description

Pub 17, Your Federal Income Tax (for Individuals) (PDF)

This publication covers the general rules for filing a federal income tax return. It supplements the informationcontained in your tax form instructions.

Pub 17 (SP), El Impuesto Federal sobre los Ingresos (Para Personas F´isicas) (PDF)

Esta publicación abarca las reglas generales para la presentación de una declaración federal de impuestos sobre el ingreso. La publicación complementa la información contenida en las instrucciones para el formulario de impuestos.

Pub 596 Online

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

Pub 596, Earned Income Credit (EITC)(PDF)

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

Pub 596 (SP), Crédito por Ingreso del Trabajo (EIC)(PDF) Crédito por Ingreso del Trabajo (EIC)
Pub 962, Life's a little easier with EITC (PDF) Earned Income Tax Credit flyer with specific tax year information.
Pub 962 (ENG/SP), Earned Income Tax Credit (Stuffer) (English/Spanish version)(PDF) Earned Income Tax Credit flyer non-specific to tax year. English on one side; Spanish on the other.
Pub 3211, Q&A Life's A Little Easier With Earned Income Tax Credit (EITC) (PDF) The Q & A brochure answers the most common questions relating to EITC qualifications.

Pub 3524, EITC Eligibility Checklist Poster(PDF)

EITC Eligibility Checklist Poster.

Pub 3535, Does Your Social Security Card look like this? Poster (PDF)

Social Security Card Poster.

Pub 4194, General EITC Requirements Poster (PDF)

The poster has general EITC eligibility information and information on what to bring to your preparer and information on what to expect from your preparer.

Pub 4687, EITC Due Diligence (PDF)

Pub 4687 SP, La Diligencia Debida (PDF)

A  brochure distributed to Tax Professionals to inform them of the Due Diligence requirements for filing certain tax credits and HOH claim returns, how to avoid common mistakes and where to find more resources. Available in English and Spanish.

Pub 4716 (EN-SP), Be Prepared To Get The EITC You Earned (PDF)

Be Prepared to Get EITC.

An informational brochure tells you what 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.

Pub 4717 (EN-SP), Help your Tax Preparer get you the EITC you earned (PDF)

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

Pub 4808, Disability and EITC (PDF)

Pub 4808 (SP), La incapacidad y el EITC (PDF)

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.

Pub 4935, Guide to Everything Earned Income Tax Credit for Individuals (PDF)

Guide to Everything Earned Income Tax Credit for Individuals Online  is 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.

Pub 5334, Do I Qualify for EITC (PDF) Do I Qualify for EITC is the Decision Tree is a one-page printable questionnaire that will help determine eligibility for EITC.

Online Tools

Title

Description

EITC Assistant The EITC Assistant is a web-based tool to help determine EITC eligibility, if you have a qualifying child and calculate an estimated amount of the credit. The Assistant is available for current tax year and two prior tax years.
EITC Assistant (Spanish) The EITC Assistant is available in Spanish.
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 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).

Helpful Definitions and Acronyms EITC-related definitions and acronyms.
EITC Questions and Answers Answers to the questions that are most frequently asked about EITC.

Form 886-H series of forms 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.

Note you leave irs.gov to visit our toolkit and receive a warning notice.

Related Resources

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