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Information to claim the Earned Income Credit after disallowance. This form must be completed and attached to your tax return if you have previously received a notice of deficiency denying your EIC
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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
Provide your personal information, including your name, address, and Social Security number.
03
Indicate the tax year for which you are claiming the Earned Income Tax Credit (EITC).
04
Answer questions regarding prior disqualifications related to the EITC.
05
Provide information about your qualifying child if applicable.
06
Review the form for accuracy and completeness.
07
Sign and date the form before submitting it along with your tax return.
Who needs Form 8862?
01
Individuals who have previously been denied the Earned Income Tax Credit and are now reapplying.
02
Taxpayers who need to prove their eligibility for the EITC after a prior disqualification.
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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.
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What is Form 8862?
Form 8862 is the 'Information to Claim Certain Tax Benefits After Disallowance' form used by taxpayers to demonstrate eligibility for certain tax credits after being denied previously.
Who is required to file Form 8862?
Taxpayers who have previously been disallowed the Earned Income Credit (EIC) or the Child Tax Credit (CTC) need to file Form 8862 to claim those credits again.
How to fill out Form 8862?
To fill out Form 8862, taxpayers must provide personal identification information, details about the disallowed credit, and any additional information that supports the claim for the tax credit.
What is the purpose of Form 8862?
The purpose of Form 8862 is to allow taxpayers to re-establish their eligibility for certain tax credits after a prior disqualification.
What information must be reported on Form 8862?
Information that must be reported on Form 8862 includes the taxpayer's personal details, the reason for the previous disallowance, and information about the dependents if claiming credits related to them.
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