IRS 8862 2002 free printable template

Form 8862 (Rev. November 2002) Department of the Treasury Internal Revenue Service Information To Claim Earned Income Credit After Disallowance Attach to your tax return. See separate instructions.

How to fill out IRS 8862

How to fill out IRS 8862

1. Obtain IRS Form 8862 from the IRS website or a tax preparation service.
2. Fill in your personal information, including your name, address, and Social Security number at the top of the form.
3. Indicate the tax year for which you are claiming the Earned Income Credit (EIC) on Line 1.
4. Answer questions regarding previous tax returns and any disqualifications you may have experienced on Lines 2 through 4.
5. Complete the certification section by signing and dating the form.
6. Submit the completed Form 8862 with your tax return to the IRS.

Who needs IRS 8862?

1. Individuals who have had their Earned Income Credit (EIC) denied or reduced in the past and now wish to claim it again.
2. Taxpayers who are reapplying for the EIC after having their claim previously disallowed must file IRS Form 8862.

• What is Form 8862?
• Who should file Form 8862 2002?
• • What information do I need to file the 8862 form?
  • How do I fill out Form 8862 in 2003?
  • Is IRS Form 8862 accompanied by other forms?
  • When is IRS Form 8862 due?
  • Where do I send the 8862 form?

What is Form 8862?

Another title for this document is Information To Claim Certain Сredits After Disallowance. Taxpayers use the form to reclaim tax credits that were rejected on previous tax returns because of unresolved occurrences with the Internal Revenue Service.

Who should file Form 8862 2002?

Taxpayers should submit this record to the Internal Revenue Service if they want to claim one of the credits mentioned below:

• Earned income credit (EIC)
• Credit for other dependents (ODC
• (Additional) Child tax credit (A)CTC
• American Opportunity Credit (AOTC)

This document must be submitted only by individuals who have previously been denied to take credits once more.

Please note – If your claim for one of the mentioned above credits was denied due to "reckless or intentional disregard of the rules," you must wait for at least two years before claiming another. If a claim was denied because of fraud, you must wait for ten years.

What information do I need to file the 8862 form?

Filers should provide their names, Social Security Numbers, and names and addresses of children, students, or other dependants (based on the type of claim).

How do I fill out Form 8862 in 2003?

Easily complete the template online with pdfFiller. Discover how to prepare the document online:

1. Click Get Form to open it in the online filler.
2. Enter your name and SSN in the first line.
3. In Part I, indicate the year and credit(s) for which you submit this record.
4. To apply for EIC, fill out Part II. To begin, answer two questions and click the appropriate checkboxes.
5. If you answer Yes in line 3, do not fill out the rest of the template. Go to step 10.
6. Complete further Sections.
7. To apply for CTC, RCTC, ACTC, fill out Part III. Add names of children or dependants and complete a survey.
8. To apply for AOTC, fill out Part IV. Indicate students' names and answer a few questions to ensure they meet the eligibility requirements for AOTC.
9. Complete Part V for children who meet the conditions to be qualifying children.
10. Click Done to save changes to the document and access the exporting menu.
11. Select Save as to download the record to your device or transfer it to the cloud, Email to send it to your inbox, or Print to create a hard copy.
12. Attach the hard copy to your tax return and send it to the Internal Revenue Service.
13. Wait for the decision from the IRS. Their representatives may contact you to ask for additional details and check if you can claim credits.

Is IRS Form 8862 accompanied by other forms?

Filers should attach this template to their tax returns.

When is IRS Form 8862 due?

Usually, taxpayers send it to the IRS with their returns before April 15. In 2022, the due date is April 18.

Where do I send the 8862 form?

Send it to the regional IRS office responsible for processing your return. The IRS offices list can be found on the official website.

People Also Ask about

Can form 8862 be filed electronically?

You can download Form 8862 from the IRS website and file it electronically or by mail. You won't be able to file this form or claim the credits for up to 10 years if your previous attempt to claim one of these credits was denied due to fraud or reckless disregard for the rules.

Will form 8862 delay my refund?

Typically, filing Form 8862 will not delay the refund process. However, your tax refund could be slightly delayed if you plan to claim earned income credit or the additional child tax credit on your returns. This is because the IRS typically does not issue refunds with these claimed credits before mid-February.

What is the IRS form 8862 for child tax credit?

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.

How many years do you have to file form 8862?

Its length is determined by the nature of your disallowance. If you were deemed reckless or had intentional disregard for the rules, the waiting period is two years. It's 10 years if the disallowance was determined to be attempted fraud. Form 8862 must be attached to your tax return if you are e-filing.

How do I know if I need to file 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 form 8862 after disallowance?

Form 8862 Information To Claim Certain Credits After Disallowance is used to claim the Earned Income Credit (EIC) if this credit was previously reduced or disallowed by the IRS, and you now wish to claim the credit on this year's return.

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What is IRS 8862?

IRS Form 8862 is a form used by taxpayers to request reestablishment of eligibility to claim the Earned Income Tax Credit (EITC) after disallowance in a prior year.

Who is required to file IRS 8862?

Taxpayers who have previously claimed the Earned Income Tax Credit (EITC) and had their claim disallowed must file Form 8862 to demonstrate their eligibility for the credit in the current tax year.

How to fill out IRS 8862?

To fill out IRS Form 8862, taxpayers need to provide personal information, status of previous EITC claims, and details regarding the qualifying child(ren) for the current tax year. Instructions provided with the form should be followed carefully.

What is the purpose of IRS 8862?

The purpose of IRS Form 8862 is to provide the IRS with information needed to determine if the taxpayer is eligible to claim the EITC after having their claim denied in the past.

What information must be reported on IRS 8862?

The information that must be reported on IRS Form 8862 includes the taxpayer's name, Social Security Number, details about previous EITC disallowances, and information on qualifying children, among other relevant data.