- Is the Main Info Sheet completely filled out with the EIC box in the dependent information section marked with an X?
- Is the correct birth date entered for the child, and is the relationship a qualified relationship (see the 1040 instructions)?
- Read the questions at the top of the EIC worksheet.
- Check Questions 11-17. These questions calculate for you. The information on each question tells you if you can continue with the next question.
- Does the Taxpayer not have any dependents?
- If the taxpayer does not have qualifying children, ensure you correctly entered the birth date on the Main Info Sheet and that the taxpayer is over age 25.
- Does the taxpayer, spouse, and/or qualifying children have valid social security numbers?
- If any of them have an ITIN/ATIN, they do not qualify for EIC.
- Is the question at the top of the Schedule EIC Form marked If the taxpayer seems to qualify for EIC but does not, check here for "No"?
- If this box is marked, EIC will not calculate.
- Note: A scenario that this boxed should be checked would be if someone else in the household made a majority of the household income but did not claim the current taxpayer as a dependent, even though they could be.
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