See the Instructions for Form 8862 for more information. 11a Can you be claimed as a dependent on another taxpayer s return. For Paperwork Reduction Act Notice see separate instructions. Cat. No. 25145E Form 8862 Rev. 10-2024 Page 2 b If married filing jointly enter the number of days during the year entered on line 1 that your spouse s main home was in the United States. Form Rev. October 2024 Department of the Treasury Internal Revenue Service Name s shown on return Information To Claim...Certain Credits After Disallowance OMB No. 1545-0074 Attach to your tax return. Go to www.irs.gov/Form8862 for instructions and the latest information. Attachment Sequence No. 862 Earned Income Credit EIC Child Tax Credit CTC Refundable Child Tax Credit RCTC Additional Child Tax Credit ACTC Credit for Other Dependents ODC and American Opportunity Tax Credit AOTC Your social security number You must complete Form 8862 and attach it to your tax return to claim the EIC CTC/RCTC/ACTC/ODC or AOTC if...both of the following apply. Your EIC CTC/RCTC/ACTC/ODC or AOTC was previously reduced or disallowed for any reason other than a math or clerical error. You now want to claim the credit that was previously reduced or disallowed and you meet all the requirements for the credit. Part I All Filers Enter the tax year for which you are filing this form for example 2024 Check the box es that applies to the credit s you are claiming and complete the part s that matches the box es you marked* Complete...Part II. Child Tax Credit nonrefundable or refundable / Additional Child Tax Credit/ Credit for Other Dependents American Opportunity Tax Credit If the only reason your EIC was reduced or disallowed was because you incorrectly reported your earned income or investment income check Yes. Otherwise check No*. Caution If you checked Yes do not complete the rest of Part II. Attach this form to your tax return to claim the EIC. If you checked No continue. Could you or your spouse if filing jointly...be claimed as a qualifying child of another taxpayer for the year entered on line 1. Caution See the instructions before answering. If you or your spouse if filing jointly answer Yes to question 4 you cannot claim the EIC. Yes No If you are claiming the EIC with a qualifying child continue to Section A. Otherwise go to Section B. Section A Filers With a Qualifying Child or Children Answer questions 5 7 and 8 for each child for whom you are claiming the EIC. Enter the name s of the child ren you...listed as Child 1 Child 2 and Child 3 on Schedule EIC for the year entered on line 1 above. 5a Child 1 c b Child 2 Does your completed Schedule EIC for the year entered on line 1 show that you had a qualifying child for the EIC. Enter the number of days each child lived with you in the United States during the year entered on line 1. claim the EIC for that child. If the child was born or died during the year entered on line 1 enter the month and day the child was born and/or died as month MM.../day DD. Otherwise skip this line. Child 1 date of birth MM/DD Child 1 date of death MM/DD / Only one person may claim the child as a qualifying child for the EIC and certain other child-related benefits.
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Instructions and Help about IRS 8862
How to edit IRS 8862
How to fill out IRS 8862
Instructions and Help about IRS 8862
How to edit IRS 8862
To edit IRS 8862, you may download the form from the IRS website or access it through document management tools like pdfFiller. Ensure that any changes made comply with IRS guidelines and do not invalidate prior submissions.
How to fill out IRS 8862
Filling out IRS 8862 requires providing accurate and complete information. Follow these steps to ensure correct submission:
01
Gather supporting documentation for claims.
02
Fill in your personal information, including your name and Social Security number.
03
Complete the specific sections related to your eligibility for the tax credit.
04
Review your entries for accuracy.
Latest updates to IRS 8862
Latest updates to IRS 8862
Stay informed of any changes to IRS 8862 by checking the official IRS website or utilizing tax filing platforms. New updates can affect eligibility criteria or filing processes.
All You Need to Know About IRS 8862
What is IRS 8862?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
Due date
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
All You Need to Know About IRS 8862
What is IRS 8862?
IRS 8862 is the form used by filers to claim the Child Tax Credit or Additional Child Tax Credit after the IRS has disallowed these claims in a prior year due to a claim of qualifying child inconsistencies.
What is the purpose of this form?
The purpose of IRS 8862 is to establish eligibility for the Child Tax Credit or Additional Child Tax Credit. It is essential for taxpayers who have been previously denied these credits to prove their entitlement to claim them moving forward.
Who needs the form?
Taxpayers who have claimed the Child Tax Credit or Additional Child Tax Credit in previous years and had such claims disallowed must file IRS 8862. This form is also required when applying for these credits after certain adverse determinations by the IRS.
When am I exempt from filling out this form?
You are exempt from filling out IRS 8862 if you have not previously had any claims for the Child Tax Credit or Additional Child Tax Credit disallowed by the IRS. If your tax situation has not changed significantly, the form is unnecessary.
Components of the form
IRS 8862 consists of several sections that include personal identification information, questions regarding the eligibility of claimed children, and declarations about previous tax filings. Each component is crucial for establishing eligibility.
Due date
The due date for submitting IRS 8862 is the same as the tax return filing deadline, typically April 15. If you apply for an extension, ensure the form is submitted by the extended deadline.
What are the penalties for not issuing the form?
Failing to file IRS 8862 when required can result in the disallowance of your claims for the Child Tax Credit or Additional Child Tax Credit. Additionally, penalties may apply if the IRS determines that claims were made fraudulently or without proper documentation.
What information do you need when you file the form?
When filing IRS 8862, you need your name, Social Security number, details concerning your qualifying child, and records of previous tax years where claims were disallowed. Accurate information is essential for proper processing.
Is the form accompanied by other forms?
IRS 8862 is typically filed along with the main tax return (Form 1040 or 1040-SR) as it is directly related to tax credits claimed on your return. In some cases, additional documentation may be required based on the claims made.
Where do I send the form?
IRS 8862 should be submitted to the address specified by the IRS for your location and tax return type. Generally, this would be filed with your Form 1040 at the appropriate processing center indicated in IRS instructions.
FAQ about IRS 8862
What should I do if I realize I've made a mistake on my IRS 8862 after filing?
If you discover an error on your IRS 8862 after submission, you can file an amended return. This involves completing a new IRS 8862 form with the correct information and specifying the changes. Make sure to attach any relevant documentation that supports your amendments to prevent delays in processing.
How can I track the status of my IRS 8862 once I've submitted it?
To track the status of your submitted IRS 8862, use the IRS 'Where's My Refund?' tool online. It allows you to check the processing status of your form and indicates if any additional information is required. Keep your tax information handy when using this service for ease of access.
What are some common errors filers make when submitting IRS 8862, and how can they be avoided?
Common errors when submitting IRS 8862 include mismatched names or Social Security numbers and omitting required signatures. To avoid these pitfalls, double-check all entries against your records and ensure that all required fields are filled accurately before submission.
Are electronic signatures accepted when filing IRS 8862, and what should I consider?
Yes, electronic signatures are accepted for IRS 8862 provided that you are e-filing through authorized software. Ensure the software you are using complies with IRS regulations for e-signatures to maintain validity and security of your submission.
What should I prepare if I receive an IRS notice after submitting my IRS 8862?
If you receive an IRS notice regarding your IRS 8862, first read it carefully to understand the issue. Gather any requested documentation and be prepared to provide clarifications or corrections. Respond promptly to avoid delays in processing your tax return.
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