How do I access forms

Forum|Forum|4 months ago
February 8, 2026
2 replies
4 views

I have a rejected return and need to access form 8862 but I don't know how to do that

TurboTax Online

DoninGA

Level 15

Using the TurboTax online editions there is no direct access to any forms, schedule or worksheets. That option is only available using the TurboTax desktop editions in Forms mode.

Form 8862, Information To Claim Certain Credits After Disallowance is reported in the EIC section.

To enter or delete the Earned Income Credit -

Click on Federal Taxes (Personal using Home & Business)

Click on Deductions & Credits

Click on I'll choose what I work on (if shown)

Under You and Your Family

On Earned Income Credit (EIC), click on the start or update button

JohnB5677

Level 15

The 8862 is a Form completed by TurboTax.

You are asked questions in the interview under the Deductions & Credits
Specifically in the Earned Income Credit (EIC) section.
To enter or correct a Form 8862 in TurboTax, you can follow these steps
1. Select Tax Tools from the left sidebar.
2. On the drop-down select Tools
3. There will be 2 green boxes
4. Select Topics Search
5. Type 8862
Continue through the interview
indicate that you received an IRS notice,
This will allow TurboTax to generate and file the form alongside the tax return to reinstate credit eligibility.