Form 8862-2025

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Form 8862 is used by taxpayers to claim the Earned Income Credit (EIC) after it has been disallowed. The form requires filers to provide information about their qualifying children, including their relationship, residency, and care details. It includes sections for both filers with and without qualifying children, guiding them through the necessary steps to determine eligibility for the EIC.

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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.

What is the 8862 form for?

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 8862 form for Turbotax?

Form 8862 is used to reclaim certain tax credits (like the Earned Income Credit) that were previously denied. If your credit was disallowed for reasons other than a math or clerical error, and you now qualify, youll need to file this form to claim the credit again.

Will I get money if I file the 8962 form premium tax credit?

Youll need to use Tax Form 8962 to determine your eligibility for the PTC. If you use more of the PTC than your final taxable income allows, you may need to repay the difference when you file your taxes, but if you use less than you qualify for, you may receive the difference as a refundable credit on your return.

What is form 8962 used for?

Form 8962, Premium Tax Credit Use IRS Form 8962 to find out if you used the right amount of premium tax credit during the year. Use the form to compare the advance amount you use to the amount you qualify for based on your final income. If you used too much, youll repay it via taxes.

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Who needs to fill out 8962?

If APTC was paid for you or an individual in your tax family, you must file Form 8962 to reconcile (compare) this APTC with your PTC. If the APTC is more than your PTC, you have excess APTC and you must repay the excess, subject to certain limitations.

What happens if I dont fill out form 8962?

Taxpayers who are required to reconcile APTC and who file on paper but do not include Form 8962 will generally receive letters from the IRS. Because business rule F8962-070 only applies to electronically filed returns, these paper-filed returns will be accepted and the IRS will generally follow up by mail.

Why is the IRS asking me for form 8962?

For tax years other than 2020, if you have APTC in any amount, you must file a Form 8962, and attach it to your federal income tax return for that year. You will use Form 8962 to reconcile the difference between the APTC made on your behalf and the actual amount of the credit that you may claim on your return.

Form 8862-2025

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Why would someone be disallowed earned income credit?

What is the 8862 form for?

What is the 8862 form for Turbotax?

Will I get money if I file the 8962 form premium tax credit?

What is form 8962 used for?

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Who needs to fill out 8962?

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Why is the IRS asking me for form 8962?

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