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New Member
posted Mar 16, 2024 7:25:03 PM

I've twice submitted my tax return for e-filing. I am claiming the EIC and confirmed that the form is included in the return, at least in the PDF version

TurboTax is supposed to walk me through the EIC, which it did, and said I qualified for it. Yet I can't figure out if Form 8862 is in the PDF of the return. TT goes through all the checks and tells me everything is fine, yet I've been rejected twice

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2 Replies
Level 7
Mar 16, 2024 8:10:39 PM

The 8962 form has nothing to do with EIC. 
Did you receive a Form 1095A for healthcare? That’s the form you enter into TurboTax to report your healthcare information. It generates Form 8962. 

Expert Alumni
Mar 16, 2024 8:11:53 PM

To ensure you can e-file the return and attach Form 8862 to get your Earned Income Tax Credit, go through the EITC interview under You and Your Family in the Deductions and Credits section.   You will be asked about uncommon situations.   You have to put a checkmark in the box that says 'We got a notice from the IRS saying Form 8862 is required'.    Mark that box, proceed through the interview.

 

After the screen that shows you qualified for the credit, you will be asked to complete the form.   To fill out 8862, you will need to answer NO on the we need to check a few things screen.   Then on the next screen, you have to answer YES to Was your EIC reduced or disallowed only because you misreported your earned income?   After that question, Form 8862 will be attached to your return.  If you get rejected again, let us know the message.