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You can include IRS Form 8862 when filing your tax return electronically. If the IRS sent you a notice requesting that you complete the form, mail it to the address provided in the letter.
Heres how to file Form 8862 in TurboTax. Sign in to TurboTax and open your return. Select Search, enter Form 8862, and select Jump to form 8862. Youll come to the Earned Income Credit section. Answer the questions. Select Continue and then Done.
Purpose of Form You must complete Form 8862 and attach it to your tax return to claim the EIC, CTC, RCTC, ACTC, ODC, or AOTC if you meet the following criteria for any of the credits. You must attach the applicable schedules and forms to your return for each credit you claim.
Filing form 8862, Information To Claim Earned Income Credit After Disallowance, should not delay your refund processing. Once you are accepted, you are on the IRS payment timetable. The IRS issued more than 9 out of 10 refunds to taxpayers in less than 21 days last year.
File Form 8862 If we denied or reduced your EITC for a tax year after 1996 (CTC, ACTC, ODC or AOTC for a tax year after 2015) for any reason other than a math or clerical error, you must include Form 8862, Information to Claim Certain Credits After Disallowance with your next tax return.
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People also ask

Reject Code F1040-164-01 occurs when a tax return containing earned income credit is electronically filed, and the IRS database has flagged the taxpayer as having been disallowed to claim the credit in a prior year. Form 8862 must be completed and included with the tax return.
You can download Form 8862 from the IRS website and file it electronically or by mail. You wont be able to file this form or claim the credits for up to 10 years if your previous attempt to claim one of these credits was denied due to fraud or reckless disregard for the rules.
To enter information regarding Form 8862 in the TaxAct program: From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal). Click the Other Credits dropdown, then click Information to claim certain credits after disallowance.

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