Get the up-to-date form 8862-2024 now

Show details

4.9 out of 5

53 votes

Form Rev* November 2000 Department of the Treasury Internal Revenue Service Information To Claim Earned Income Credit After Disallowance Attach to your tax return* Attachment Sequence No* See separate instructions. Part I See your tax return instructions for the year for which you are filing this form to make sure you can take the earned income credit EIC and to find out who is a qualifying child. All Filers Enter the year for which you are filing this form for example 1999 2000 etc* Were you ...

Here's how it works

01. Edit your form 8862 instructions online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send 8862 via email, link, or fax. You can also download it, export it or print it out.

How to edit Form 8862 online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making changes to your paperwork requires just a few simple clicks. Follow these quick steps to edit the PDF Form 8862 online free of charge:

Sign up and log in to your account. Sign in to the editor with your credentials or click Create free account to examine the tool’s features.
Add the Form 8862 for editing. Click the New Document option above, then drag and drop the document to the upload area, import it from the cloud, or using a link.
Modify your template. Make any changes needed: add text and photos to your Form 8862, highlight information that matters, remove parts of content and substitute them with new ones, and insert symbols, checkmarks, and areas for filling out.
Finish redacting the form. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is super easy to use and effective. Try it now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

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

How do I add Form 8862 to TaxACT?

To add Form 8862 to your TaxACT return: From within your TaxACT return (Online or Desktop) click on the Federal Q&A tab. Click Other Credits to expand the category, then click Information to claim EIC after disallowance. Click Yes and the program will proceed with the interview questions.

How do I get my form 8862 online?

\u25b6 Go to www.irs.gov/Form8862 for instructions and the latest information. You must complete Form 8862 and attach it to your tax return to claim the EIC, CTC/RCTC/ACTC/ODC, or AOTC if both of the following apply.

What disqualifies EIC?

Your Child Doesn't Qualify Residency: Your child must live in the same home as you for more than half the tax year. Age: Your child's age and student or disability status will affect if they qualify. Joint return: Your child must not file a joint return with another person (for example, their spouse) to claim the EITC.

Why would IRS disallowed EIC?

For EIC disallowance Do not click the first box \u201cCheck here if the only reason your EIC was reduced or disallowed in the earlier year was because you incorrectly reported your earned income or investment income\u201d unless that is the actual reason the EIC was reduced/eliminated.

Why is my child tax credit disallowed?

Most errors happen because the child you claim doesn't 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 child's age and student or disability status will affect if they qualify.

8862 form meaning

form 8862 pdf form 8862 turbotax where to send form 8862 form 8862 required form 8862 instructions how long does it take to process form 8862 form 8862 turbotax rejection how do i file form 8862 electronically

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

How do I know if I need to file 8862?

IRS Form 8862 ("Information to Claim Certain Credits After Disallowance") must be included with your tax return if you have previously been denied the earned income tax credit (EITC), child tax credit, additional tax credit, credit for other dependents, or American opportunity tax credit.

How do I upload form 8862?

Simply go to the website and select Form 8862 in the online library of fillable forms. Then, type in the required information in the appropriate fields and place check marks where needed. You can then save all changes and electronically send the completed document to the IRS via email.

What happens if EIC is disallowed?

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.

When can I expect my refund 2022?

2022 IRS refund schedule chart Date taxes acceptedDirect deposit sentPaper check mailedMarch 15 \u2013 March 21March 28April 4March 22 \u2013 March 28April 4April 11March 29 \u2013 April 4April 11April 18April 5 \u2013 April 11April 18April 2523 more rows

What is the actual start date for refund processing on returns with EITC or ACTC?

If you claimed the EITC or ACTC, you can expect your refund by March 1 if you filed your return online, chose to receive your refund as a direct deposit, and the IRS found no issues with your tax return.

Get the up-to-date form 8862-2024 now

Here's how it works

How to edit Form 8862 online

Complete this form in 5 minutes or less

Got questions?

How do I add Form 8862 to TaxACT?

How do I get my form 8862 online?

What disqualifies EIC?

Why would IRS disallowed EIC?

Why is my child tax credit disallowed?

Complete this form in 5 minutes or less

People also ask

How do I know if I need to file 8862?

How do I upload form 8862?

What happens if EIC is disallowed?

When can I expect my refund 2022?

What is the actual start date for refund processing on returns with EITC or ACTC?

form 8862 pdf 2020

Try more PDF tools