IRS Form 8862 walkthrough (Information to Claim - YouTube-2025

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Form 8862 is a document required by the IRS for taxpayers who wish to claim certain tax credits, such as the Earned Income Credit and Child Tax Credit, after these credits have been previously disallowed. The form must be attached to the tax return and includes sections for filers with or without qualifying children, detailing eligibility criteria and necessary information to support the claim.

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Click 'Get Form' to open IRS Form 8862 (Rev. December 2023) in the editor.
Enter the tax year for which you are filing this form in line 1. Ensure accuracy as this is crucial for your claim.
Check the applicable box(es) for the credit(s) you are claiming and complete the corresponding sections based on your selection.
If claiming Earned Income Credit (EIC), answer questions regarding your earned income and qualifying children in Part II.
For Child Tax Credit, list each child’s name and confirm their residency and eligibility in Part III.
Complete Part IV if claiming the American Opportunity Tax Credit, providing details for each student.
Review all entries for accuracy before finalizing. You can print, download, or share the completed form directly from our platform.

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What is Form 8862?

Form 8862 is used to reclaim certain tax credits like the Earned Income Credit or Child Tax Credit if previously denied by the IRS. It helps show you're eligible to claim these credits again.

Who needs to fill out Form 8862?

Taxpayers denied the earned income credit in a previous year need to file IRS Form 8862 to claim the credit again in a future year.

How to fill out Form 8862?

To fill out Form 8862, provide your personal info, explain why your Earned Income Credit was denied, answer the eligibility questions, and include any supporting documents. Once you’re done, attach it to your tax return.

What is the Earned Income Credit after disallowance Form 8862?

Form 8862 is used to reclaim the Earned Income Credit (EIC) if it was denied in the past. It helps the IRS confirm that you're eligible for the credit this year after it was previously disallowed.

How do I know if I need to file Form 8862?

If your Earned Income Credit (EIC) was previously denied or reduced, you’ll need to file Form 8862 to claim it again. However, this form isn’t required if the denial was due to a math or clerical error, or if you’ve already filed Form 8862 in the past and your claim was subsequently approved.

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How do I know if my earned income credit was reduced or disallowed?

You’ll know your Earned Income Credit was reduced or denied if you get an IRS notice explaining the change. The notice will include the explanation and next steps.

Will Form 8862 delay my refund?

Yes, filing Form 8862 can delay your refund. The IRS may take extra time to review your eligibility for the Earned Income Credit after a previous denial, slowing down your return and refund processing.

Can I fill out Form 8862 online?

You can fill out, edit, and sign your 8862 form online right here. Simply click the Get Form button to get started.

What information is on form 8862?

Form 8862, Information to Claim Earned Income Credit After Disallowance, is needed when your claim for the Earned Income Credit (EIC) has been disallowed or reduced in a previous year. The form provides the IRS with the necessary information to review your eligibility before allowing you to claim the credit.

What are common mistakes when filling out form 8862?

Common Errors on Form 8862 Tax Form Here are the key errors to watch for: Social Security Number Accuracy: Check and double-check every number for you and your qualifying children. Clear Explanation of Past Issues: Explain specifically why your EIC was previously denied and what steps youve taken to fix the problem.