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This form is used to reclaim the Earned Income Credit (EIC) if it was previously reduced or disallowed for any reason other than a math or clerical error. It outlines the requirements for completing
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How to fill out form 8862
How to fill out Form 8862
01
Obtain Form 8862 from the IRS website or your tax preparation software.
02
Fill out your personal information at the top of the form, including your name, Social Security number, and tax year.
03
Answer the questions regarding your qualification for the Earned Income Credit (EIC) in Part I of the form.
04
In Part II, provide the required information regarding your previous tax returns and why your credit was disallowed.
05
Complete Part III if you have been issued a disallowance notice by the IRS regarding your EIC eligibility.
06
Review and verify all the information to ensure it's accurate and complete.
07
Submit the completed Form 8862 along with your tax return to the IRS.
Who needs Form 8862?
01
Anyone who previously claimed the Earned Income Credit (EIC) and had their claim denied or disallowed and is now looking to reclaim the credit must submit Form 8862.
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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.
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What is Form 8862?
Form 8862 is a tax form used to claim the Earned Income Credit (EIC) after it has been disallowed in a previous tax year.
Who is required to file Form 8862?
Taxpayers who have previously claimed the Earned Income Credit and had their claim denied must file Form 8862 to qualify for the credit in subsequent tax years.
How to fill out Form 8862?
To fill out Form 8862, taxpayers need to provide their personal information, explain why the EIC was previously disallowed, and confirm their eligibility for the credit in the current tax year.
What is the purpose of Form 8862?
The purpose of Form 8862 is to allow taxpayers to demonstrate their eligibility for the Earned Income Credit after a prior disqualification.
What information must be reported on Form 8862?
Form 8862 requires information such as the taxpayer's name, Social Security number, and information related to their previous Earned Income Credit claims and any changes that support their current eligibility.
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