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Form 8862 is used by taxpayers to claim certain refundable tax credits, such as the Earned Income Credit, Child Tax Credit, and American Opportunity Tax Credit, after they have been previously disallowed. The form requires filers to provide information about their eligibility for these credits and must be attached to their tax return if they meet specific conditions outlined in the document.

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What would disqualify you from earned income credit?

If you received more than $11,600 in investment income or income from rentals, royalties, or stock and other asset sales during 2024, you cant qualify for the EIC. This amount increased from $11,000 in 2023. You have to be 25 or older but under 65 to qualify for the EIC.

What disqualifies you from a child tax credit?

Financial support: You must have provided at least half of the childs support during the last year. In other words, if your qualified child financially supported themselves for more than six months, theyre likely considered not qualified.

Why would the IRS deny child tax credit?

Most errors happen because the child you claim doesnt meet the qualification rules: Relationship: Your child must be related to you. Residency: Your child must live in the same home as you for more than half the tax year. Age: Your childs age and student or disability status will affect if they qualify.

How to file Form 8862 electronically?

by TurboTax 1255 Updated 1 week ago Open or continue your return in TurboTax by selecting the Continue or Start button on the Tax Home screen. 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.

What is a Form 8862 from the IRS?

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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How does IRS verify child tax credit?

The dependents birth certificate, and if needed, the birth and marriage certificates of any individuals, including yourself, that prove the dependent is related to you. For an adopted dependent, send an adoption decree or proof the child was lawfully placed with you or someone related to you for legal adoption.

Why am I not getting a child tax credit?

There are seven qualifying tests to determine eligibility for the Child Tax Credit: age, relationship, support, dependent status, citizenship, length of residency and family income. If you arent able to claim the Child Tax Credit for a dependent, they might be eligible for the Credit for Other Dependent.

Why would someone be disallowed earned income credit?

If the IRS determined a taxpayer claimed the credit(s) due to reckless or intentional disregard of the rules (not due to math or clerical errors) the taxpayer cant claim the credit(s) for 2 tax years. If the error was due to fraud, then the taxpayer cant claim the credit(s) for 10 tax years.

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What would disqualify you from earned income credit?

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What is a Form 8862 from the IRS?

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