VictoriaD75
Expert Alumni

Deductions & credits

Form 8862 is available in Turbo Tax.  Make sure you perform these following steps so that the form generates in your return.

  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. Go to federal>deductions and credits>all tax breaks>you and your family
  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.

If you did these steps, your 8862 form should be included in your tax return. If not, please revisit the steps to make sure each question is answered correctly. 

 

Add Form 8862

 

About Form 8862

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