See the Instructions for Form 8862 for more information. 11 a Can you be claimed as a dependent on another taxpayer s return. For Paperwork Reduction Act Notice see separate instructions. Cat. No. 25145E Form 8862 Rev. 12-2022 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. December 2022 Department of the Treasury Internal Revenue Service Name s shown on return Information To Claim...Certain Credits After Disallowance OMB No. 1545-0074 Attach to your tax return. Go to www.irs.gov/Form8862 for instructions and the latest information. Attachment Sequence No. 43A Earned Income Credit EIC Child Tax Credit CTC Refundable Child Tax Credit RCTC Additional Child Tax Credit ACTC Credit for Other Dependents ODC and American Opportunity Tax Credit AOTC Your social security number You must complete Form 8862 and attach it to your tax return to claim the EIC CTC/RCTC/ACTC/ODC or AOTC if...both of the following apply. Your EIC CTC/RCTC/ACTC/ODC or AOTC was previously reduced or disallowed for any reason other than a math or clerical error. You now want to claim the credit that was previously reduced or disallowed and you meet all the requirements for the credit. Part I All Filers Enter the tax year for which you are filing this form for example 2022. Check the box es that applies to the credit s you are claiming and complete the part s that matches the box es you marked*. Child...Tax Credit nonrefundable or refundable /Additional Child Tax Credit/Credit for Other Dependents Complete Part III American Opportunity Tax Credit If the only reason your EIC was reduced or disallowed was because you incorrectly reported your earned income or investment income check Yes. Otherwise check No*. Caution If you checked Yes do not complete the rest of Part II. Attach this form to your tax return to claim the EIC. If you checked No continue. Could you or your spouse if filing jointly...be claimed as a qualifying child of another taxpayer for the year entered on line 1. Caution See the instructions before answering. If you or your spouse if filing jointly answer Yes to question 4 you cannot claim the EIC. Yes No If you are claiming the EIC with a qualifying child continue to Section A. Otherwise go to Section B. Section A Filers With a Qualifying Child or Children Answer questions 5 7 and 8 for each child for whom you are claiming the EIC. Enter the name s of the child ren you...listed as Child 1 Child 2 and Child 3 on Schedule EIC for the year entered on line 1 above. b Child 2 5 a Child 1 c Child 3 Does your completed Schedule EIC for the year entered on line 1 show that you had a qualifying child for the EIC Enter the number of days each child lived with you in the United States during the year entered on line 1. If the child was born or died during the year entered on line 1 enter the month and day the child was born and/or died as month MM /day DD. Otherwise skip...this line. Child 1 date of birth MM/DD / Child 1 date of death MM/DD Only one person may claim the child as a qualifying child for the EIC and certain other child-related benefits.
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Instructions and Help about IRS 8862
How to edit IRS 8862
How to fill out IRS 8862
Instructions and Help about IRS 8862
How to edit IRS 8862
To edit IRS 8862, access a digital copy of the form. You can download the form from the IRS website or utilize a platform like pdfFiller for editing purposes. Ensure that you have the updated software tools that allow for PDF editing, which will enable you to make necessary revisions accurately.
How to fill out IRS 8862
To fill out IRS 8862, gather essential information such as your prior year’s tax return, your Social Security number, and relevant income details. Follow the form's sections, providing accurate responses to each question. It’s critical to check that all information is correct before submission to avoid delays or rejections.
About IRS 8 previous version
What is IRS 8862?
IRS 8862 is a tax form titled "Information to Claim Certain Credits After Disallowance." This form is primarily used by taxpayers who have had their eligibility for certain tax credits disallowed in the prior year. Filing IRS 8862 allows individuals to demonstrate their qualifications for these credits in the current tax year.
Who needs the form?
Taxpayers who were previously denied the EITC, the Child Tax Credit, or the Additional Child Tax Credit must fill out IRS 8862 to re-establish their eligibility for these credits. If your claims were disallowed due to negligence, fraud, or lack of due diligence, it is imperative to submit this form.
Components of the form
IRS 8862 consists of several sections that require details about the taxpayer’s personal information, qualifying children, and other significant criteria used to determine eligibility for tax credits. This includes your filing status, income levels, and previous disallowance of credits. Each question must be answered to ensure full compliance with IRS requirements.
What information do you need when you file the form?
When filing IRS 8862, you will need several key pieces of information, including:
01
Your Social Security number.
02
Your filing status from the previous tax return.
03
The names and Social Security numbers of your qualifying children.
04
Any documentation regarding the prior year's disallowance reasons.
05
Accurate income figures from the prior year.
Having this information readily available will facilitate the completion process and help reduce errors in your submission.
What is the purpose of this form?
The purpose of IRS 8862 is to provide the IRS with information necessary for the taxpayer to claim tax credits that were previously denied. The form establishes the taxpayer's eligibility for tax credits, mainly those related to the Earned Income Tax Credit (EITC) and other child-related credits.
When am I exempt from filling out this form?
You are exempt from filling out IRS 8862 if you have not had disallowed claims for the credits in previous tax years. Additionally, if you qualify for the credits based on new information or circumstances that demonstrate eligibility since your last filing, the form is not required.
What are the penalties for not issuing the form?
Failure to submit IRS 8862 when required can lead to the IRS disallowing your claim for the credits your form was meant to support. The penalties can include the loss of tax credits and potential increases in your tax liability. Persistent non-compliance could trigger further scrutiny or audits by the IRS.
Is the form accompanied by other forms?
When submitting IRS 8862, you may need to file it in conjunction with your tax return, specifically if you are claiming credits that require supporting documentation. It is common to include other forms related to the credits you are claiming, such as Form 1040 and any relevant schedules.
Where do I send the form?
IRS 8862 should be submitted along with your tax return to the IRS. The mailing address varies based on whether you are filing electronically or by mail and your state of residence. For paper filers, check the IRS guidelines for your specific location to ensure proper submission.
FAQ about IRS 8862
What should I do if I realize I've made a mistake on my IRS 8862 after filing?
If you discover an error on your IRS 8862 after submission, you can file an amended return. This involves completing a new IRS 8862 form with the correct information and specifying the changes. Make sure to attach any relevant documentation that supports your amendments to prevent delays in processing.
How can I track the status of my IRS 8862 once I've submitted it?
To track the status of your submitted IRS 8862, use the IRS 'Where's My Refund?' tool online. It allows you to check the processing status of your form and indicates if any additional information is required. Keep your tax information handy when using this service for ease of access.
What are some common errors filers make when submitting IRS 8862, and how can they be avoided?
Common errors when submitting IRS 8862 include mismatched names or Social Security numbers and omitting required signatures. To avoid these pitfalls, double-check all entries against your records and ensure that all required fields are filled accurately before submission.
Are electronic signatures accepted when filing IRS 8862, and what should I consider?
Yes, electronic signatures are accepted for IRS 8862 provided that you are e-filing through authorized software. Ensure the software you are using complies with IRS regulations for e-signatures to maintain validity and security of your submission.
What should I prepare if I receive an IRS notice after submitting my IRS 8862?
If you receive an IRS notice regarding your IRS 8862, first read it carefully to understand the issue. Gather any requested documentation and be prepared to provide clarifications or corrections. Respond promptly to avoid delays in processing your tax return.
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