Get your IRS Form 8862 (2022) in 3 easy steps
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What Is an IRS Form 8862?
IRS 8862 Form, also known as the Information to Claim Earned Income Credit After Disallowance, is a document that taxpayers use to claim the Earned Income Tax Credit (EITC). The EITC is a tax credit that is available to low-to-moderate-income earners who meet certain eligibility criteria.
In general, taxpayers who have been denied the EITC in the past are required to submit Form 8862 with their tax return to claim the credit in the current year. However, there are certain exceptions to this rule.
How To Fill Out Form 8862 Online
If you have a question about how to fill out form 8862, then you've come to the right place. Filling out the form 8862 pdf template online is a straightforward process. Here are the steps you ought to follow:
- Visit the PDFliner website which offers a wide range of various form templates for different situations.
- Download form 8862 or open it online.
- Enter your name, Social Security number, and the tax year for which you claim the EITC at the top of the form.
- Answer the questions in Part I of the form to determine if you are eligible to claim the EITC. These questions relate to your filing status, your relationship to any qualifying children, and your income.
- If you are eligible to claim the EITC, enter the information about your qualifying children in Part II of the form. You will need to provide their names, Social Security numbers, and other information to prove their eligibility.
- Double-check that the form 8862 is completed correctly and correct any errors.
- Sign and date the 8862 tax form, and attach it to your tax return.
What Should the 8862 Form Include
The 8862 form should include the following information:
- The taxpayer's name, Social Security number, and tax year for which the EITC is being claimed.
- Responses to the questions in Part I of the form to determine if the taxpayer is eligible to claim the EITC.
- Information about any qualifying children, including their names, Social Security numbers, and other details to prove their eligibility.
- The taxpayer's signature and date.
When to Request the 8862 Tax Form
Here are some situations when a taxpayer ought to request form 8862:
- The taxpayer's EITC was disallowed in a previous tax year due to an error or mistake in the tax return
- The taxpayer was previously denied EITC due to fraud or intentional disregard of the rules governing the credit
- The IRS has notified the taxpayer that they need to complete form 8862 to claim the EITC
- A taxpayer has claimed the EITC for the first time and has a qualifying child who did not live with them for the entire year
- A taxpayer is claiming the EITC after it has been previously disallowed and there have been no changes to the circumstances that led to the disallowance
Also please remember that if the IRS has previously denied a taxpayer's claim for EITC due to fraud, the taxpayer may be subject to penalties and could be ineligible to claim the credit for up to 10 years.
Form Versions
Form 8862 Popular Questions
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How long does it take to process form 8862?
The processing time for tax form 8862 can vary depending on several factors, including the complexity of the taxpayer's situation and the workload of the IRS. Generally, it can take several weeks to several months for the IRS to process Form 8862 and decide on the taxpayer's eligibility for the Earned Income Tax Credit (EITC).
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IRS Form 8862 PDF