Question $38$ of $40.$

Marcus is preparing a taxpayer's return. The taxpayer is claiming the Earned Income Credit $($EIC$),$ Child Tax Credit $($CTC$),$ Additional Child Tax Credit $($ACTC$),$ and the American Opportunity Tax Credit $($AOTC$).$ Which of the following best describes the actions Marcus must take to substantiate the taxpayer's eligibility for the credits?

Complete Form $8867,$ Paid Preparer's Due Diligence Checklist, and keep a copy for the taxpayer's record, do not submit Form $8867$ to the IRS.

Ask additional questions but do not document the taxpayer$$s answers to those questions.

Complete all worksheets used to compute the credit and submit all worksheets to the IRS.

Complete and submit Form $8867.$ Complete and keep all worksheets used to compute the credits. Ask additional questions and document the taxpayer$$s answers. Retain a copy of documents provided by the taxpayer that were relied on when determining credit eligibility.