Get the free form 8862

Form 8862 (October 1998) Department of the Treasury Internal Revenue Service Information To Claim Earned Income Credit After Disallowance Attach to your tax return. See separate instructions. OMB

How to fill out form 8862

How to fill out 8862 form:

1. Gather all necessary documents and information, such as your Social Security number, the individual taxpayer identification number (ITIN) of your qualifying child, and any relevant tax forms.
2. Review the instructions provided with the form to understand the requirements and eligibility criteria for claiming the Additional Child Tax Credit.
3. Enter your personal information, including your name, address, and taxpayer identification number, in the appropriate sections of the form.
4. Provide the required details about your qualifying children, including their names, Social Security numbers or ITINs, and relationship to you.
5. Calculate your allowable Additional Child Tax Credit by following the instructions provided on the form.
6. Complete any additional sections or schedules that may be required based on your specific circumstances.
7. Double-check all the information you have entered on the form to ensure accuracy and completeness.
8. Sign and date the form before submitting it to the Internal Revenue Service (IRS) along with any supporting documents or attachments that may be required.

Who needs 8862 form:

1. Individuals who are eligible to claim the Additional Child Tax Credit on their federal income tax return.
2. Specifically, the form is required if the taxpayer had their claim for the Additional Child Tax Credit denied in a previous year due to issues like exceeding the maximum income limits or not meeting the qualifying child requirements.
3. Taxpayers who need to reconcile the disallowed credit from a previous year or who have a pending examination of their qualifying child issues may also need to complete Form 8862.

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What is form 8862?

Form 8862, 'Eligibility Check for Certain Refundable Credits', is a form used by taxpayers to claim their eligibility for the Earned Income Tax Credit (EITC) after it has been previously denied.

Who is required to file form 8862?

Taxpayers who had their EITC or certain other tax credits denied in prior years and want to claim these credits again must file Form 8862.

How to fill out form 8862?

To fill out Form 8862, you need to provide personal information, such as your name and Social Security number, answer questions regarding your eligibility for the credits, and provide any required documentation to support your claims.

What is the purpose of form 8862?

The purpose of Form 8862 is to verify a taxpayer's eligibility for certain refundable credits, specifically following a denial in previous years.

What information must be reported on form 8862?

Form 8862 requires taxpayers to report information such as their Social Security number, names of qualifying children (if applicable), specific reasons for previous credit denial, and current income details.