ddaven12
New Member

Deductions & credits

Please follow the steps below to fill out Form 8862 in TurboTax Online:

  • Sign into your Online account
  • Click the orange button that says "Take me to my return."
  • Go to Federal Taxes at the top
  • Then go to Deductions & Credits
  • Scroll down to You and Your Family
  • Click Start/Revisit next to Earned Income Credit
  • Continue through the Earned Income Credit section and answer any questions that apply.
  • Navigate to the screen that asksDo any of these uncommon situations apply?
  • Select 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.
  • Click Continue and then Done.
  • Next you will see a screen that says  Since you got an IRS notice, we need to check if any of these apply to your situation.
  • Click the radio button No, none of these apply and  I  need to fill out the 8862 form.
  • Click continue and Form 8862 will display. Fill out any necessary info and Continue.

The Form is then completed. TurboTax will help you file it when ready.