IRS 8862 2021 free printable template

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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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IRS 8862 Form Versions

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IRS 8862 2023

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IRS 8862 2021

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IRS 8862 2018

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IRS 8862 2009

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How to fill out form 8862 2021

How to fill out form 8862:

01

Provide your personal information, including your name, Social Security number, and mailing address.

02

Indicate the tax year for which you are requesting the additional child tax credit or credit for other dependents.

03

Check the appropriate box to indicate whether you are claiming the additional child tax credit or the credit for other dependents.

04

Enter the total number of qualifying children or other qualifying dependents that you are claiming for the credit.

05

Fill out Part 1 to determine if you meet the criteria for claiming the credit.

06

Complete Part 2 if your child was denied the child tax credit in a previous year.

07

Attach any required documents or supporting evidence as requested by the form.

08

Sign and date the form.

09

Keep a copy of the completed form for your records.

Who needs form 8862:

01

Individuals who were denied the child tax credit in a previous year and are now eligible to claim the credit.

02

Taxpayers who are filing for the credit for other dependents and meet the criteria outlined in the form.

03

Parents or guardians who have qualifying children or dependents and wish to claim the additional child tax credit or credit for other dependents.

What is Form 8862?
Who should file Form 8862 2021?

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:

Click Get Form to open it in the online filler.
Enter your name and SSN in the first line.
In Part I, indicate the year and credit(s) for which you submit this record.
To apply for EIC, fill out Part II. To begin, answer two questions and click the appropriate checkboxes.
If you answer Yes in line 3, do not fill out the rest of the template. Go to step 10.
Complete further Sections.
To apply for CTC, RCTC, ACTC, fill out Part III. Add names of children or dependants and complete a survey.
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.
Complete Part V for children who meet the conditions to be qualifying children.
Click Done to save changes to the document and access the exporting menu.
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.
Attach the hard copy to your tax return and send it to the Internal Revenue Service.
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 irs 8862 form

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 ETC portion of your tax return could result in a denial of your entire credit should the IRS deny your ATC claim you'll suffer some repercussions including repayment of the ETC amount you've received plus interest filing form 8862 information to claim earned income credit after disallowance prior to attempting to claim the ETC on another tax return if the mistake is deemed reckless or intentional by the IRS you won't be able to claim the ETC for the following two years if the IRS determines your tax return was filed fraudulently you'll be banned from claiming the ETC for the next decade for more information visit eat acts calm

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What is form 8862?

Form 8862 is used by individuals who received the premium tax credit to report changes in circumstances that may affect the amount of the credit they can claim. It is also used to reconcile advance payments of the premium tax credit made on the taxpayer's behalf with the amount of credit they can claim on their federal income tax return.

Who is required to file form 8862?

Form 8862 is required to be filed by taxpayers who have claimed the Earned Income Tax Credit (EITC) on a prior year tax return and need to file to claim the credit or increase their refund for the current year.

How to fill out form 8862?

Form 8862 is an IRS form that requests additional information in order to claim the Earned Income Tax Credit (EITC). Instructions 1. Begin by entering your and your spouse's full names, Social Security Numbers, and dates of birth in the spaces provided. 2. Enter your address in the spaces provided. 3. Enter the total amount of earned income received from wages, salary, self-employment, or other sources. 4. Enter the total amount of investment income received. 5. Enter the total amount of alimony received. 6. Enter the total amount of child support received. 7. Enter the total amount of any other income received. 8. Enter the total amount of any adjustments to income. 9. Enter the total amount of any income tax withholding or estimated tax payments. 10. Enter the total amount of any refundable credits (if applicable). 11. Enter the total amount of any nonrefundable credits (if applicable). 12. Sign and date the form. 13. Submit the form to the IRS either by mail, fax, or e-file.

What is the purpose of form 8862?

Form 8862 is used to claim the Earned Income Tax Credit (EITC) and/or Additional Child Tax Credit (ACTC) if the taxpayer's refund was reduced or denied for either one of these credits. It is also used to report changes to the taxpayer's income or family size that may affect the amount of the credit.

What information must be reported on form 8862?

Form 8862 is used to report information regarding an individual's eligibility for the Earned Income Credit after disallowance due to a prior year audit. Specifically, Form 8862 must report information about any prior year audit and how the taxpayer responded to the audit, the taxpayer's earned income and adjusted gross income for the current year, any dependents claimed on the current year's tax return, and, if applicable, any changes to the taxpayer's filing status.

How do I complete form 8862 online?

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