JohnB5677
Expert Alumni

Deductions & credits

To complete the 8862 Information to Claim Earned Income Credit after Disallowance :

 

  1. Log into TurboTax
  2. Select Deductions & Credits
  3. On the left sidebar
  4. Select Tax Tolls
  5. And then Tools
  6. A Tools Center pop up will appear
  7. Select the box Topic Search
  8. Enter 8862
  9. This will bring you to the input screen for the 8862
  10. You'll come to the Earned Income Credit section. 
    1. Select Continue.
  11. Answer the questions.
  12. When you get to, Do any of these uncommon situations apply? check the box that says,
    1. I got a notice from the IRS saying that Form 8862 is required for the Earned Income Tax Credit.
  13. Select Continue and then Done.
  14. On the Since you got an IRS notice, we need to check on a few things screen, select 
    1. No, none of these apply and I need to fill out the 8862 form.
  15. Select Continue.
  16. Answer the remaining questions.

 

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