Form 8862 Rejection Code

Forum|Forum|4 years ago
February 17, 2022
3 replies
1 view

My taxes were rejected saying I need form 8862 attached. I have never been disallowed to claim EIC and should not need this form. So what should I do to refile?

TurboTax Self Employed Online

DianeW777

Level 15

If you don't want to add the form then you will need to mail your tax return. TurboTax will provide all the details to mail your return.

If you do want to add the form, then follows the steps outlined in the link below.

If your Earned Income Tax Credit (EITC) was disallowed or reduced for something other than a math or clerical error, you may need to file Form 8862 before the IRS allows you to use the credit again. Here's how to file Form 8862 in TurboTax.

Sign in to TurboTax and continue to open your return.
In the search box, search for 8862 and then select the Jump to link at the top of the search results.
You'll come to the Earned Income Credit section. Select Continue.
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.
Select Continue and then Done.
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.
Select Continue.
Answer the remaining questions.
- How do I enter Form 8862? (Click here to watch a short video)

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lucretiashaw35Author

Level 2

Yes when I jumped to the form, it asked if I wanted to go by my 2019 earned income credit and if it was higher than this year and I just clicked continue, hopefully it gets accepted this time

Angelica23

Level 2

Did any one solve the code 8862 it’s a first time for me and no one in turbo tax know how to fix was told to call irs I call but still non answer any one could please help me

LenaH

Employee Tax Expert

As stated earlier by @DianeW777, if you don't want to add the form because it is not applicable to you and your return is getting rejected, then you will need to mail your tax return. Please see How do I print and mail my return in TurboTax Online? for instructions on how to print and mail your return.

If you need to add Form 8862 to your taxes, please follow the instructions below:

Sign in to TurboTax and continue to open your return.
In the search box, search for 8862 and then select the Jump to link at the top of the search results.
You'll come to the Earned Income Credit section. Select Continue.
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.
Select Continue and then Done.
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.
Select Continue.
Answer the remaining questions.

If you need to delete Form 8862, then please uncheck 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 as described in Step 4 above.

@Angelica23

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andyH017

Level 2

I am NOT mailing my form because Turbo Tax is screwed up.......I have never been denied this is so stupid

Kendramcgee456

Level 2

How can I fill out 8862 form

DoninGA

Level 15

@Kendramcgee456 wrote:

How can I fill out 8862 form

See this TurboTax support FAQ for entering a Form 8862 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/enter-form-8862/L0gkFuF6N_US_en_US

Vanessa A

Level 15

To enter information for form 8862 for the Earned Income Tax Credit you will select the following:

Deductions and Credits
Show more next to You and Your Family
Start next to Earned Income Credit

If TurboTax is not allowing you to enter that section, then you are not eligible for some reason. Most likely you have to much income or you are under 25 or over 65 with no dependents. If that is incorrect, then you will need to revisit the Personal Info section to correct your entries.

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