How to claim an earned income credit by electronically filing IRS Form 8862

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Earned Income Credit is defined as a refundable tax credit for low income families and individual taxpayers. If, after 1996, your EIC was reduced or disallowed for a reason other than a clerical error, you can complete and file IRS Form 8862 to the Internal Revenue Service (IRS) which will allow you to reclaim that credit.


What is Form 8862?

IRS Form 8862 is officially known as the Information To Claim Certain Refundable Credits After Disallowance Form. It generally consists of two pages and 23 prompts (divided into five sections).  

You need to meet certain requirements in order to be eligible to claim this credit. First of all, you have to be a United States citizen or you need to have been living in the US for more that six months. Also, you must have a valid social security number and anchor earned income. You are not required to use your MFS (married filing separately) status. The credit can be claimed with or without a qualifying child. If you would like to file a claim and you don’t register a qualifying child, you must be no younger than 25 and no older than 65.


Can Form 8862 be filed electronically?

The short answer is yes. Any legal document, job application, lease agreement or any other form (including a fillable 8862), can be filled out electronically through PDFfiller’s online platform. Simply go to the website and select Form 8862 in the online library of fillable forms. Then, type in the required information in the appropriate fields and place check marks where needed. You can then save all changes and electronically send the completed document to the IRS via email. If you don’t wish to send it by email, you always have the option of sending the form by traditional mail.


How to fill out form 8862

With PDFfiller, completing Form 8862 has never been easier. First, at the top of the form, you will need to provide your name and social security number. After that, there will be five different sections to fill out. In the first section, you enter the year for which you’re filing the form and indicate the type of credit by placing a check mark in the appropriate box.

The second section is titled Earned Income Credit. It consists of two subsections. The first is for filers with qualifying children, and the second is for filers without qualifying children. In the first section you will be asked to provide information about all of your children. In the second section you have to answer several YES/NO questions by placing checkmarks where necessary.

The third section is titled Child Tax Credit and Additional Child Tax Credit. Here you need to provide the names of the children for whom you are claiming a tax credit.

The fourth section is titled American Opportunity Tax Credit. Here you will need to provide additional information concerning the children you are claiming for. You will continue to provide additional information about those children in the 5th section.


Where to mail IRS Form 8862

If you decide to mail IRS Form 8862, you will need to send the completed form to the Internal Revenue Service. Remember to attach it to your individual tax return.



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