Form 8862 2012-2025

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Form 8862 is used by taxpayers to claim the Earned Income Credit (EIC) after it has been disallowed in a previous year. The form requires information about qualifying children and the taxpayer's residency status during the tax year. It includes specific instructions for filers with and without qualifying children, as well as exceptions for when the form does not need to be filed. The document emphasizes compliance with IRS regulations and provides guidance on eligibility requirements for claiming the EIC.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is the IRS holding refunds with child tax credits?

We may be holding your refund for the following credits: Earned Income Tax Credit (EITC), Child Tax Credit (CTC)/Additional Child Tax Credit (ACTC), Premium Tax Credit(PTC) and the American Opportunity Tax Credit (AOTC).

What will delay my tax refund?

Failure to include basic information, such as the Social Security numbers of dependents, can docHubly hold up a refund, ing to Lee E. Holland, CPA, CFP, and former IRS agent. For paper returns, failure to include copies of W-2 or 1099 forms increases processing time, as do missing forms or schedules.

What is the purpose of form 8862?

Taxpayers complete Form 8862 and attach it to their tax return if: Their earned income credit (EIC), child tax credit (CTC)/additional child tax credit (ACTC), credit for other dependents (ODC) or American opportunity credit (AOTC) was reduced or disallowed for any reason other than a math or clerical error.

What is the IRS Form 8862 used for?

If your EIC was disallowed or reduced for reasons other than math or clerical errors after 1996, you may need to file Form 8862 before the Internal Revenue Service allows you to use the credit again. Filing Tax Form 8862: Information to Claim Earned Income Credit after intuit.com intuit.com

Will Form 8862 delay my refund?

If your Earned Income Credit (EIC) was disallowed or reduced for something other than a math or clerical error, you may need to file Form 8862 before the IRS allows you to use the credit again. Be sure to follow the instructions from the IRS if you received a notice requiring you to file Form 8862. How do I enter Form 8862? - TurboTax Support - Intuit intuit.com intuit.com

How to file Form 8862 electronically?

Additionally, you cannot file Form 8862 if: Its been less than two years since the most recent tax year that the IRS provided a final determination and it was due to reckless or intentional disregard of the rules, OR. Its been less than 10 years since the IRS determined you could not claim the credit due to fraud. Form 8862, Information to Claim Certain Credit After Disallowance taxdefensenetwork.com taxdefensenetwork.com

Does the child tax credit delay your refund?

The law requires refunds and credits for those claiming an EITC or ACTC not be released until after mid-February. For more information, see the IRS Refund Timing for Earned Income Tax Credit and Additional Child Tax Credit Filers topic.

Form 8862 2012-2025

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