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Level 2
posted Jan 30, 2024 7:27:33 PM

Deadline for 8862

TL; DR, how long after receiving a letter asking to submit an 8862 form do you have to send it to them?

 

I filed by brother-in-law's 2022 taxes. We ended up filing on paper because he couldn't find his previous AGI. After over half a year, he got a letter saying he needed to do the 8862 for the EIC. I kept asking him for the letter they send him with instructions. It's now been 3 months later, and he finally decides to start asking about what he needs to do and whatnot and if it's too late. The letter doesn't specify, but I don't want to give him an7 false information.

 

So, generally, how much time does the IRS give to send them back that information?

 

Thank you.

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2 Replies
Level 15
Jan 30, 2024 7:38:10 PM

Until your BIL sends in that 8862 he has no chance of ever getting earned income credit again.  So....if he wants or hopes to get EIC again, he will fill it out and send it.  

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/enter-form-8862/L0gkFuF6N_US_en_US?uid=ls18i2j6

Expert Alumni
Jan 30, 2024 8:51:12 PM

Was there a deadline on the IRS letter?   TurboTax will generate the 8862 for him.  Here's how to file Form 8862 in TurboTax.

 

  1. Sign in to TurboTax and open your return.
  2. Select Search, enter Form 8862, and select Jump to form 8862.
  3. You'll come to the Earned Income Credit section. Select Continue.
  4. Answer the questions. When you get to, Do any of these uncommon situations apply? check the box that says, I got a notice from the IRS saying that Form 8862 is required for the Earned Income Tax Credit.
  5. Select Continue and then Done.
  6. On the Since you got an IRS notice, we need to check on a few things screen, select No, none of these apply and I need to fill out the 8862 form.
  7. Select Continue.
  8. Answer the remaining questions.