ILLMAS Posted December 9, 2021 Report Posted December 9, 2021 TP originally tax return did not include form 8867, return is being amended to include a K-1, do I need to include form 8867? TP already received their refund a while ago. Thanks Quote
jklcpa Posted December 9, 2021 Report Posted December 9, 2021 I would included it if the amended return includes any credits covered by the due diligence because you are a paid preparer now signing that return, and even if the credits might be unchanged by the amendment, they still are an offset to the tax liability to arrive at the resulting refund or balance due. 3 Quote
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