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form 8862

Get the free form 8862 2021-2022

8862Form (Rev. December 2021) Department of the Treasury Internal Revenue Service Name(s) shown on returnInformation To Claim Certain Credits After DisallowanceOMB No. 15450074Earned Income Credit
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Comments and Help with 8862

What is Form 8862?

Another title for this document is Information To Claim Certain Сredits After Disallowance. Taxpayers use the form to reclaim tax credits that were rejected on previous tax returns because of unresolved occurrences with the Internal Revenue Service.

Who should file Form 8862 2021?

Taxpayers should submit this record to the Internal Revenue Service if they want to claim one of the credits mentioned below:

  • Earned income credit (EIC)
  • Credit for other dependents (ODC
  • (Additional) Child tax credit (A)CTC
  • American Opportunity Credit (AOTC)

This document must be submitted only by individuals who have previously been denied to take credits once more.

Please note – If your claim for one of the mentioned above credits was denied due to "reckless or intentional disregard of the rules," you must wait for at least two years before claiming another. If a claim was denied because of fraud, you must wait for ten years.

What information do I need to file the 8862 form?

Filers should provide their names, Social Security Numbers, and names and addresses of children, students, or other dependants (based on the type of claim).

How do I fill out Form 8862 in 2022?

Easily complete the template online with pdfFiller. Discover how to prepare the document online:

  1. Click Get Form to open it in the online filler.
  2. Enter your name and SSN in the first line.
  3. In Part I, indicate the year and credit(s) for which you submit this record.
  4. To apply for EIC, fill out Part II. To begin, answer two questions and click the appropriate checkboxes.
  5. If you answer Yes in line 3, do not fill out the rest of the template. Go to step 10.
  6. Complete further Sections.
  7. To apply for CTC, RCTC, ACTC, fill out Part III. Add names of children or dependants and complete a survey.
  8. To apply for AOTC, fill out Part IV. Indicate students' names and answer a few questions to ensure they meet the eligibility requirements for AOTC.
  9. Complete Part V for children who meet the conditions to be qualifying children.
  10. Click Done to save changes to the document and access the exporting menu.
  11. Select Save as to download the record to your device or transfer it to the cloud, Email to send it to your inbox, or Print to create a hard copy.
  12. Attach the hard copy to your tax return and send it to the Internal Revenue Service.
  13. Wait for the decision from the IRS. Their representatives may contact you to ask for additional details and check if you can claim credits.

Is IRS Form 8862 accompanied by other forms?

Filers should attach this template to their tax returns.

When is IRS Form 8862 due?

Usually, taxpayers send it to the IRS with their returns before April 15. In 2022, the due date is April 18.

Where do I send the 8862 form?

Send it to the regional IRS office responsible for processing your return. The IRS offices list can be found on the official website.

Video instructions and help with filling out and completing form 8862
Instructions and Help about form 8862 pdf
Hi I'm Rex for attacks comm errors on your tax return happen and generally they delay your refund when the mistake is made while claiming the Earned Income Tax Credit you can expect to wait a little longer to receive that portion of your tax credit even extending into months long delays in some cases errors on the EITC portion of your tax return could result in a denial of your entire credit should the IRS deny your AITC claim you'll suffer some repercussions including repayment of the EITC amount you've received plus interest filing form 8862 information to claim earned income credit after disallowance prior to attempting to claim the EITC on another tax return if the mistake is deemed reckless or intentional by the IRS you won't be able to claim the EITC for the following two years if the IRS determines your tax return was filed fraudulently you'll be banned from claiming the EITC for the next decade for more information visit eat acts calm
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