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Instructions for Form 8862 (Rev. November 2000) Information To Claim Earned Income Credit After Disallowance Department of the Treasury Internal Revenue Service General Instructions Purpose of Form

How to fill out i8862 form

How to fill out the i8862 form:

1. Gather all necessary information and documentation such as your personal details, income records, and any other requested documents.
2. Carefully read and understand the instructions provided with the form to ensure you have a clear understanding of the required information and how to complete each section.
3. Begin by entering your personal details on the form, including your name, Social Security Number, and address.
4. Provide accurate information regarding your income, including any wages earned, self-employment income, and any other sources of income you may have.
5. Ensure you accurately claim any tax credits or deductions you are eligible for by carefully following the instructions provided.
6. Review and double-check all the information you have entered on the form to avoid any errors or omissions.
7. Sign and date the form once you have completed it.
8. Make a copy of the filled-out form for your records before submitting it according to the instructions provided.

Who needs the i8862 form:

1. Taxpayers who are ineligible for the Earned Income Tax Credit (EITC) due to previous disqualification may need to fill out the i8862 form.
2. Individuals who are required to repay excess EITC received in previous years and want to claim a new EITC credit may also need to fill out this form.
3. It is essential to consult with a tax professional or the IRS to determine if you are required to complete the i8862 form based on your specific circumstances.

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What is i8862 form?

The i8862 form, also known as the Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (QEF), is a form used by U.S. shareholders to provide information about their shareholdings in a Passive Foreign Investment Company or Qualified Electing Fund.

Who is required to file i8862 form?

U.S. shareholders who hold shares in a Passive Foreign Investment Company or Qualified Electing Fund are required to file the i8862 form.

How to fill out i8862 form?

To fill out the i8862 form, the U.S. shareholder should provide their identifying information, details about the investment company or fund, and report the necessary income, gains, and distributions from their shareholdings. The completed form should be attached to the shareholder's tax return.

What is the purpose of i8862 form?

The purpose of the i8862 form is to report information about the U.S. shareholder's investments in Passive Foreign Investment Companies or Qualified Electing Funds, which helps the IRS ensure proper taxation of the shareholder's foreign investments.

What information must be reported on i8862 form?

On the i8862 form, the U.S. shareholder must report their identifying information such as name, address, and taxpayer identification number. They also need to provide details about the investment company or fund, including its name, address, and employer identification number. Additionally, the form requires reporting of income, gains, and distributions received from the investments.