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Level 2
January 28, 2020
Question

8862 form

  • January 28, 2020
  • 9 replies
  • 58 views

How do i Efile using the app and attaching the form 8862 with my tax info OR DO I HAVE TO MAIL IT IN?

9 replies

DoninGA
Level 15
Level 15
January 28, 2020

Form 8862, Information to Claim Certain Refundable Credits after Disallowance, is available for e-filing.

Level 2
February 4, 2020

My taxes are being rejected cuz it say I have to file 8862 form and I don't know how to do that. I filed on TurboTax.com

GiseleD
Level 14
February 4, 2020

Here's how to file Form 8862 in TurboTax:

  1. Open your return if you don't already have it open. (To do this, sign in to TurboTax and select Pick up where you left off button.)
  2. In the search box, search for 8862 and then select the Jump to link in the search results.
  3. You'll come to the Earned Income Credit section. Select Continue.
  4. Answer the questions and eventually you'll be asked Do any of these uncommon situations apply? Check the box that says, I/we got a letter/notice from the IRS telling me/us to fill out an 8862 form to claim the Earned Income 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 the radio button next to No, none of these apply and I need to fill out the 8862 form.
  7. Select Continue.
  8. Answer the remaining questions.

Read the original post here.

 

@Brandond2053

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January 28, 2020

you may have to upgrade to deluxe so form can be included in e-file.  or you can get copy from the IRS website and mail it in with your return. 

Tstarz25Author
Level 2
January 28, 2020

I added the pics to my documents and it still got rejected. 

Level 2
January 29, 2020

Same here..it got rejected twice even after I came back to fix it. I don’t know what to do 😥

Level 2
February 5, 2020

It means you have one or two sections missing the form.

 

You have to click the check mark that says you have to file form 8862 in the Earned Income Section AND in the Child Tax Credit or Other Dependent Credit or Additional Child Tax Credit.