Get the free Form 8862
Show details
This document provides instructions for claiming the Earned Income Credit (EIC) after it has been disallowed for a prior year. It outlines when to file Form 8862, the information required, and additional
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 8862
Edit your form 8862 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 8862 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
Editing form 8862 online
Here are the steps you need to follow to get started with our professional PDF editor:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit form 8862. Replace text, adding objects, rearranging pages, and more. Then select the Documents tab to combine, divide, lock or unlock the file.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Create an account to find out for yourself how it works!
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 8862
How to fill out Form 8862
01
Download Form 8862 from the IRS website or obtain a physical copy.
02
Read the instructions provided with the form carefully.
03
Fill out your personal information in Part I, including your name, SSN, and address.
04
Indicate your tax year for which you are claiming the credit in Part II.
05
Complete Part III by answering the questions regarding your eligibility for the Earned Income Credit.
06
Sign and date the form to certify that the information is accurate.
07
Include Form 8862 with your tax return when you file it.
Who needs Form 8862?
01
Individuals who have previously been denied the Earned Income Credit and want to claim it again.
02
Taxpayers who need to prove they are eligible for the Earned Income Credit after having their claims disallowed in prior years.
Fill
form
: Try Risk Free
People Also Ask about
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, you'll need to file this form to claim the credit again.
Will I get money if I file the 8962 form 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, you'll repay it via taxes. If you used too little, claim the difference as a credit.
Can I file form 8862 online?
You can include IRS Form 8862 when filing your tax return electronically. If the IRS sent you a notice requesting that you complete the form, mail it to the address provided in the letter. Please note that a signature is not required on the completed form.
Why do I have to pay back my health insurance tax credit?
When you file your taxes, if your income is less than what you told us on your application, you may receive a credit or refund. If your income is more than what you told us on your application, you may have to repay some or all of the advanced premium tax credits that you got.
What is form 8962 used for?
You must file a Form 8962 with your federal income tax return if you received an advanced premium tax credit (APTC) through the Marketplace during the previous year in order to reconcile your estimated and actual income for the year.
Why is the IRS asking for form 8962?
Premium tax credit (PTC). The credit provides financial assistance to pay the premiums for the qualified health plan offered through a Marketplace by reducing the amount of tax you owe, giving you a refund, or increasing your refund amount. You must file Form 8962 to compute and take the PTC on your tax return.
What is the difference between 1095-A and 8962?
Form 8962 helps determine if there's any difference between the tax credit amount used and the actual amount you qualify for. BeWell also sends Form 1095-A to the Internal Revenue Service (IRS) to report your health insurance information and tax credits for the tax year.
What is an 8862 tax form used 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.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is Form 8862?
Form 8862 is a document used by taxpayers to claim the Earned Income Tax Credit (EITC) or the Child Tax Credit (CTC) after having previously been denied these credits.
Who is required to file Form 8862?
Taxpayers who have previously been disallowed the Earned Income Tax Credit or the Child Tax Credit in a prior year and wish to claim it again must file Form 8862.
How to fill out Form 8862?
To fill out Form 8862, taxpayers need to provide their personal information, details about their qualifying children, and respond to specific questions relating to previous disallowance of credits. Careful attention to accuracy is crucial to avoid further complications.
What is the purpose of Form 8862?
The purpose of Form 8862 is to allow taxpayers to claim the Earned Income Tax Credit or the Child Tax Credit after having had them disallowed in the past, by providing required information for eligibility.
What information must be reported on Form 8862?
Form 8862 requires taxpayers to report their name, Social Security number, filing status, and detailed information about children who are claimed for the credit, as well as the reasons for the prior disallowance.
Fill out your form 8862 online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form 8862 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
