Get the free Form 8862
Show details
Form 8862 is used to claim the Earned Income Credit (EIC) after it has been reduced or disallowed in a previous tax year. Taxpayers must attach this form to their tax return if their EIC was reduced
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 8862
Edit your form 8862 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 8862 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
Editing form 8862 online
Follow the guidelines below to take advantage of the professional PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit form 8862. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 8862
How to fill out Form 8862
01
Obtain Form 8862 from the IRS website or your tax professional.
02
Fill out your personal information in Part I, including your name, Social Security number, and address.
03
In Part II, check the appropriate box to indicate whether you are claiming the Earned Income Tax Credit and the specific tax year.
04
Answer the questions in Part III regarding your eligibility for the credit and any disallowed claims in previous years.
05
Sign and date the form to certify that the information provided is correct and complete.
06
Attach Form 8862 to your tax return before submitting it to the IRS.
Who needs Form 8862?
01
Taxpayers who have previously had their Earned Income Tax Credit disallowed and wish to claim it again in future tax years must fill out Form 8862.
Fill
form
: Try Risk Free
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.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is Form 8862?
Form 8862 is the 'Application for Refund of Earned Income Credit' or 'EIC' which is used to reclaim the Earned Income Credit after it has been denied in a previous year.
Who is required to file Form 8862?
Individuals who have previously been denied the Earned Income Credit and wish to claim it in a subsequent tax year must file Form 8862.
How to fill out Form 8862?
To fill out Form 8862, start by providing your personal information, including your name, Social Security number, and the tax year for which you are applying. Then, answer all the questions honestly regarding your eligibility for the Earned Income Credit and provide any required documentation.
What is the purpose of Form 8862?
The purpose of Form 8862 is to determine eligibility for the Earned Income Credit after it has previously been denied, ensuring that claimants provide accurate and complete information to the IRS.
What information must be reported on Form 8862?
Form 8862 requires you to report your personal information, the reason your Earned Income Credit was denied, and any changes in circumstances that affect your eligibility for the credit, along with any required acknowledgments.
Fill out your form 8862 online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form 8862 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
