Fill out 8862 Form Online in 2024

Your forms, your way, seamlessly completed
Fill Form

Get your 8862 form

What is a 8862 form?

Form 8862 is required for individuals who previously had their Earned Income Credit (EIC) denied or reduced by the IRS and are now looking to claim it again. This form serves as a way to provide the necessary information to the IRS to determine eligibility for the EIC in the current tax year. It's particularly important for taxpayers who depend on the EIC for tax relief and want to ensure they meet the eligibility criteria to receive their credit.

What is a 8862 form used for?

Form 8862 is essential when you need to claim certain tax credits again after disallowance. Here's what it's used for:

  • To claim the Earned Income Credit after it was previously denied.
  • To inform the IRS of eligibility changes for claiming the credit.

How to fill out a 8862 form?

fill pdf form
  1. 1

    Start by entering personal information such as your name, address, and Social Security number.

  2. 2

    Indicate the tax year you're claiming the Earned Income Credit (EIC) for.

  3. 3

    Answer questions related to EIC disqualification, if applicable.

  4. 4

    Fill in details about your qualifying child or children if you're claiming the EIC with a qualifying child.

  5. 5

    Review the form to ensure all fields are completed accurately.

  6. 6

    Save and download the completed form for your records.

  7. 7

    Submit the form alongside your tax return to the IRS.

Who is required to fill out a 8862 form?

Form 8862 is primarily filled out by individuals who need to claim the Earned Income Tax Credit (EITC) after it was previously disallowed.

The IRS uses Form 8862 to evaluate and approve a taxpayer's eligibility for the EITC in future tax filings.

When is a 8862 form not required?

Not everyone needs to complete Form 8862. This form isn't required for individuals who have never claimed the Earned Income Tax Credit (EITC) or those who have not been previously denied the EITC after claiming it.

If your EITC claim was not reduced or denied by the IRS in a previous tax year for reasons related to a recklessness or intentional disregard of EITC rules, then Form 8862 does not apply to you.

When is a 8862 form due?

The deadline for Form 8862 varies depending on your individual tax situation. It should be submitted with your tax return if required for that tax year.

Form 8862 is used to claim the Earned Income Credit (EIC) after it was previously disallowed or reduced. If you need to file this form, it should be included with your annual tax return, typically due by April 15th, unless an extension is applied for.

How to get a blank 8862 form?

For those looking to complete Form 8862, our platform has a blank template pre-loaded in our editor, eliminating the need to search for and download the template elsewhere. Remember, while PDF Guru supports you in filling out and downloading the form, the responsibility to submit the form to the relevant authority remains with the user.

How to sign 8862 form online?

To sign a form online with PDF Guru, users can create a simple electronic signature. This feature lets you add your signature directly onto the form.

After filling out the necessary fields, look for the option to insert your electronic signature. PDF Guru provides tools to draw or type your signature.

Where to file a 8862?

Form 8862 must be submitted via mail along with your tax return if required by the IRS.

Ensure all sections are completed accurately before mailing to avoid delays.

Security & Complaince

payment protectionGDPR compliance

We adhere to EU regulations to protect your personal data

ssl protectionSSL certificate

All data transfers are secured with industry-standard encryption

file protectionServer-side encryption

We keep your docs safe from unauthorized access

server security iconEncrypted user data

Your personal info is inaccessible to anyone, including us

Frequently asked questions

  • How long does it take to process Form 8862?

    The processing time for Form 8862 can vary depending on the IRS's current workload and whether you submit it with your tax return or separately. Generally, if submitted with your tax return, it's processed as part of your return. This can take up to 6 weeks for paper returns or up to 3 weeks for electronically filed returns. If submitted separately, processing times may vary, and the IRS doesn't provide specific timelines. It's advisable to contact the IRS directly for updates on the processing time of your Form 8862.

  • How do I know if I need to file Form 8862?

    You need to file Form 8862 if the IRS has previously disallowed your Earned Income Credit (EIC) due to a determination of an error on your part, and you now wish to claim the EIC again. Generally, you're required to file Form 8862 if you were denied EIC after 1996 for any reason other than a math or clerical error and you want to claim the credit in a subsequent year. However, there are exceptions, so reviewing the eligibility requirements for the EIC and the instructions for Form 8862 is important to determine if you need to submit it with your tax return.

Related Forms