I received a IRS Notice CP09 telling me I may be eligible for EIC. When I filed with Turbo Tax I filled out the info, but it told me that I didn't qualify? Any info?

I have read the letter, it’s telling me to fill out Form 15111 and return it. But there is no form attached and I can’t find it on the IRS website nor anywhere on the internet...

It sounds like a process is changing and not everything is caught up.

So go with the IRS phone person and leave it for 6-8 weeks, and if you don't hear anything after 8 weeks, call them again at the number here under Frequently Asked Questions.

TurboTax will automatically calculate the Earned Income Credit to your return and guide your through the correct screens, if you qualify for the credit. There may have been a reason you did not qualify for the Earned Income Credit or something entered into TurboTax which prevented those screens from populating. Please review the requirements below (especially the bolded section about qualifying children). Based on your income level, your children must be considered qualifying children in order to be eligible for the credit. 

To qualify for and claim the Earned Income Credit you must:

• Have earned income; and
• Have been a U.S. citizen or resident alien for the entire tax year; and
• Have a valid Social Security number (not an ITIN) for yourself, your spouse (if filing jointly), and any qualifying children on your return; and
• Not have investment income exceeding $3,650; and
• Not be filing a Form 2555 or 2555-EZ; and
• File a return with the Single, Married Filing Jointly, Head of Household, or Qualifying Widower filing status, even if you're not required to file a return.

In addition, both your earned income and Adjusted Gross Income (AGI) may not exceed:

• $15,820 if you're not claiming a qualifying child ($21,710 if filing jointly);
• $41,756 if you're claiming 1 qualifying child ($47,646 if filing jointly);
• $47,440 if you're claiming 2 qualifying children ($53,330 if filing jointly);
• $50,954 if you're claiming 3+ qualifying children ($56,844 if filing jointly).

To count as a qualifying child for EIC, your child must have a valid Social Security number (not an ITIN).

She or he must also:

• Be your child (including legally adopted), stepchild, eligible foster child, sibling, half-sibling, step-sibling, or a descendant of any of them (for example, your grandchild or niece); and
• Be permanently and totally disabled or under the age of 19 as of December 31, 2020 (under 24 if a full-time student) and younger than you (or your spouse, if filing jointly); and
• Have lived with you (or your spouse, if filing jointly) for more than half the year in the United States (unless you were in the military); and
• Not file jointly with their spouse unless they weren't required to file but did so anyway to claim a tax refund.

If you qualified for the Earned Income Credit, based on the guidelines above, then you can follow the instructions on amending your 2020 return on the page How do I amend my 2020 return?.

​​​​​​​Once you elect to amend your return, you can search for the Earned Income Credit Section by following the steps below:

1. Open your return.
2. Search for EIC with the magnifying glass tool at the top of the page.
3. Follow the on-screen instructions. 

​​​​​​​If you amend your return to include the Earned Income Credit, there is no reason to send back IRS Form 15111. Form 15111 is a worksheet to help you determine whether you qualify for the EIC based on the dependents listed on your return. If you qualify, all the necessary information will be in your amended return. 

@Shane077

@catriv72

This IRS website discussing the CP09 specifically says:  "Do not return the form to us."

What tax year did the CP09 refer to?  Read the line under Step 1.  Does it specify 2020 or a prior tax year?

@R3dd36 - sit tight - could be months - IRS is woefully backlogged.... and just because they asked for more information doesn't mean you are necessarily eligible for EITC! 

curious - was their ask related to the 2021 tax return? and was your income (Line 11 of Form 1040) LOWER than this table? I am trying to understand why these letters go out because it is something Turbo Tax should have been able to figure out.  (if it is 2020, it would make a little bit more sense)

@valadezs87 - ublikely you are eligible for anything if your income is above the income numbers I posted above

@btoledo12 Your"other half" of the child tax credit will be part of the refund for your 2021 tax return.   It is shown on line 28 of your 2021 Form 1040.  Do you mean you have not yet received your income tax refund?

First, check your e-file status to see if your return was accepted: 

https://turbotax.intuit.com/tax-tools/efile-status-lookup/

Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.

You need your filing status, your Social Security number and the exact amount  (line 35a of your 2021 Form 1040) of your federal refund to track your Federal refund:   

https://www.irs.gov/refunds

To track your state refund:    

https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

https://ttlc.intuit.com/questions/1901548-why-do-some-refunds-take-longer-than-others

If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing.

https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

https://ttlc.intuit.com/questions/2840013-does-accepted-mean-my-refund-is-approved

https://ttlc.intuit.com/questions/2724106-my-return-is-accepted-but-still-not-approved-is-there-a-problem-should-i-be-worried

OR——if you filed by mail, expect a long wait.   It is taking the very backlogged IRS six to nine months to process mailed returns.   Until a human opens your envelope and enters the data into the system, nothing will even show up on the refund site, so you will have to be very patient.

The IRS is taking extended periods to respond which is unfortunate.  

The best resource for you may be the Taxpayer Advocate Service (TAS).  They are in place to assist in situations where you are unable to obtain resolution on your own.

1. You can click here to begin: TAS Qualifier Tool. or 
2. Submit a request for assistance - Form 911 Request for TAS Assistance (instructions are included)
3. Locate the local TAS Office for your area

This will get the process started for you.  It's not going to be a fast process because they are handling a large volume at this time. 

If you do not hear from TAS within one week of submitting Form 911, contact the Taxpayer Advocate office where you originally submitted your request. Incomplete information or requests submitted to a Taxpayer Advocate office outside of your geographical location may result in delays.

@Hancel123