Last Updated : January 14, 2009
  AutoEfile Home  Sitemap  Contact us   Print this page  Bookmark this page
Call for Support : 732.606.4476 7326988881 - SUPPORT
8862

Form 8862

Information to Claim Earned Income Credit after Disallowance

Purpose of the form:
The taxpayer must file Form 8862 if both of the following apply:

  • His EIC was reduced or disallowed for any reason other than a mathematical or clerical error for a year after 1996.
  • He wants to claim the EIC and all the requirements for claiming EIC are met.

Moreover the taxpayer must attach schedule EIC to his return if he has a qualifying child  or children. In addition to filing form 8862 and if required, Schedule EIC he may be asked to provide other information before any refund claimed by him is issued.

When he should not file the form?
If any of the conditions written below applies to him then the taxpayer should not file Form 8862.They are:

  • After your EIC was reduced or disallowed in an earlier year the taxpayer filed Form 8862 and other documents and his EIC was then allowed and Your EIC has not been reduced or disallowed again for any reason other than a mathematical or clerical error.
  • The credit for EIC was taken without a Qualifying child and the only reason the EIC credit was disallowed in the earlier year was because it was determined that a child  listed on schedule EIC was not his Qualifying child.

Part – I – All Filers:
This part must be completed by all filers with or Without a Qualifying child. The taxpayer should carefully read the instructions on the form and fill in the details.

Part - II – Filers without a Qualifying Child:
This part must be completed by all filers Without a Qualifying child. The taxpayer should carefully read the instructions on the form and fill in the details.

Line 4 and Line 5:
Enter the number of days you lived in United States during the year shown on line 1. Refer the instructions of the Form 8862 if you are a member of military.

Part - III – Filers with a Qualifying Child:
This part must be completed by all filers With a Qualifying child. The taxpayer should carefully read the instructions on the form and fill in the details.

Line 6 and line 7:
Temporary absences, such as for school, vacation, medical care, or detention in a juvenile facility, count as time lived at home.

Supported States

Supported States

Federal CA CO CT GA
IL MD MI NC NM NJ
NY OH PA SC VT
     

Authorized IRS E-file Provider

Checkout with PayPal - FAST, EASY and SECURE