IRS 8862 2018 free printable template

For Paperwork Reduction Act Notice see separate instructions. Cat. No. 25145E Form 8862 Rev. 11-2018 Page 2 b If married filing jointly enter the number of days during the year entered on line 1 that your spouse s main home was in the United States. Form Rev. November 2018 Department of the Treasury Internal Revenue Service Name s shown on return Information To Claim Certain Credits After Disallowance OMB No. 1545-0074 Earned Income Credit EIC American Opportunity Tax Credit AOTC Child Tax...

How to fill out tax form 8862

How to fill out form 8862:

1. Gather all necessary documents such as your tax return, any notices you received from the IRS, and any other relevant forms or schedules.
2. Read the instructions provided with form 8862 carefully to understand the requirements and eligibility criteria.
3. Provide your personal information including your name, Social Security number, and filing status in the appropriate sections of the form.
4. If you are claiming the Earned Income Credit (EIC) and it was previously disallowed by the IRS, fill out Part I of form 8862 to explain the circumstances and provide any requested information.
5. If you are claiming the Additional Child Tax Credit (ACTC) and it was previously disallowed by the IRS, fill out Part II of form 8862 to explain the reasons for the disallowance and provide any requested information.
6. Make sure to attach any required supporting documentation, such as documentation related to your eligibility for EIC or ACTC, as specified in the form instructions.
7. Review the completed form 8862 for accuracy, sign and date it, and keep a copy for your records.
8. Submit the form to the IRS by mail or electronically, depending on the instructions provided.

Who needs form 8862:

1. Taxpayers who had their Earned Income Credit (EIC) or Additional Child Tax Credit (ACTC) previously disallowed by the IRS may need to fill out form 8862.
2. This form is required to claim the EIC or ACTC again in future tax years after the disallowance.
3. The purpose of form 8862 is to help the IRS verify the eligibility of taxpayers who were denied these credits in the past, ensuring the proper distribution of tax credits.

• What is Form 8862?
• Who should file Form 8862 2018?
• • What information do I need to file the 8862 form?
  • How do I fill out Form 8862 in 2019?
  • 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 2018?

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 2019?

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.

Video instructions and help with filling out and completing form 8862

Instructions and Help about irs 8862 form

All right so welcome to the podcast I'm your host George Castellano jr aka mobile tax she says I have a guest here hello Teresa Buddhist yoga that's me hotel cells extraordinaire all-around good person now I'm falling I'm still working its past tax season right, so tax season has been long gone but right I mean if you filed an extension it would get the file for that extent I know right well in this case my aunt came it came to me the last second last day of tax season right she wants me to do her taxes father taxes all the information she gave me and apparently yeah it got rejected, so we need a file a form 8862 and for whatever for all of you out there that don't know what a form 8862 is well its it's, and it's a form that you file for a claim or credit that you claimed one year, but then they took it away, or they disallowed it right well they would for example they would take it away because he didn't it was an alleged claim it was a like say for example maybe you claimed a child that was not yours or somebody and somebody else claimed him and be like hey I got to prove that justice kid was with me more than half of the year here's my proof oh then we have to take the money away from this person, so this is these are the situations that were dealing with I don't know what's going on I don't know really what happened I reached out to my aunt via text message right she's she's an elderly lady she's like maybe no she has a young spirit about her, I love my did, but she may be in her lady with no early sixties live yeah late 50 well maybe well yeah yeah I guess that's not too far from a gap right so me trying to communicate to her through text message and screenshots and emails it's quite a challenging yes that's the way quite challenging, so anyway I send her a text and I told her well what appears to have happened is that you claim the credit that you should have gotten I was trying to break it down and simple simplest terms right and I so but there's a form that we can fill out that will see if we can get you that credit, and she said okay she said okay she didn't deny it she was like she didn't she wasn't like oh no no I didn't dare yeah yeah yeah she kind of she knew and that we are I mean I knew when I was founder taxes I had that feeling, and I was like wow man, but I didn't do my due diligence but regardless of the fact I want to try to get her maximum refund, so this form is available for these type of situations, so I got the form put up right here in the iron right go to the forms section, and you just put in the number of form that you're trying to find in this case I'm looking for form 8862 it says information to claim certain credits after this allowance all right this is general instructions future developments what's new reminders right well the purpose of this forum right you must complete form 8862 and attach it to your tax return to claim an Earned Income Credit, so that's that's uh-oh there are others like CTC might be a...

People Also Ask about form 8862 pdf

Why would I have to file form 8862?

File Form 8862 If we denied or reduced your EITC for a tax year after 1996 (CTC, ACTC, ODC or AOTC for a tax year after 2015) for any reason other than a math or clerical error, you must include Form 8862, Information to Claim Certain Credits After Disallowance with your next tax return.

Does form 8862 delay refund?

The IRS cannot issue refunds before mid-February for returns that claim the EIC or the ACTC. This applies to the entire refund, not just the portion associated with these credits. This delay doesn't apply if the return claims the refundable child tax credit (RCTC) unless the return also claims the EIC.

How do I know if I was disallowed EIC?

If the IRS rejected one or more of these credits: EITC, CTC, ACTC or AOTC, you may have received a letter stating that the credit was disallowed. If you wish to take the credit in a future tax year, you must recertify by filing Form 8862 with your tax return.

What is an 8862 form?

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.

Why would my EIC be disallowed?

Ban You from Claiming the EITC You can't claim the credits for: 2 years after we made a final decision to reduce or deny your EITC due to reckless or intentional disregard of the rules. 10 years after we made a final decision to reduce or deny your EITC due to fraud.

For pdfFiller’s FAQs

How to fill out form 8862?

Form 8862 is a form used by the Internal Revenue Service (IRS) to determine whether an individual qualifies for the Earned Income Tax Credit (EITC). To fill out Form 8862, follow these steps: 1. Gather your documents: Gather all of your documents, such as your Form 1040, Form 1040A, Form 1040EZ, Form W-2, and any other documents related to your income, such as 1099s or self-employment income. 2. Complete the form: Read the instructions that come with the Form 8862 and fill out the form accordingly. 3. Attach supporting documents: Attach any supporting documents that you have, such as your W-2 and 1099s. 4. Submit the form: Submit the completed form and any supporting documents to the IRS.

What information must be reported on form 8862?

Form 8862, Information to Claim Certain Refundable Credits After Disallowance, must be used by taxpayers to claim the Earned Income Tax Credit (EITC), Additional Child Tax Credit (ACTC) or American Opportunity Tax Credit (AOTC) after their initial claim was denied. The information required on Form 8862 includes: 1. Taxpayer’s name, address, Social Security Number (SSN) and filing status. 2. Amounts of any refundable credits claimed on the original return. 3. Reasons for the disallowance, as provided by the Internal Revenue Service (IRS). 4. Documentation to support the taxpayer’s eligibility for the credits. 5. Information about any other individuals who are included in the claim for the credits. 6. Signature of the taxpayer.

When is the deadline to file form 8862 in 2023?

The deadline for filing Form 8862 in 2023 is April 15, 2024.

What is the penalty for the late filing of form 8862?

The penalty for the late filing of form 8862 is a $500 fee.

What is form 8862?

Form 8862 is used by taxpayers to reconcile any errors or discrepancies in the Additional Child Tax Credit claimed on their tax return. This form is necessary if the taxpayer's child tax credit was disallowed in a previous tax year due to computation errors, a failure to provide necessary documentation, or a victim of tax fraud. By completing Form 8862, taxpayers can provide additional information or documents to verify their eligibility for the Additional Child Tax Credit and potentially receive the credit in future years.

Who is required to file form 8862?

Individuals who have claimed the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC), and have been notified by the IRS that their claim has been denied or reduced in a previous year, are generally required to file Form 8862. This form is used to reconcile and verify the eligibility for these credits in subsequent tax years.

What is the purpose of form 8862?

The purpose of Form 8862, also known as the Information to Claim Earned Income Credit After Disallowance, is to determine an individual's eligibility to claim the Earned Income Credit (EIC). If the EIC was previously denied or reduced for any reason, the taxpayer must fill out Form 8862 to help determine whether they are eligible to claim the credit in the current tax year. This form prevents individuals from improperly claiming the EIC in subsequent years.

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