SharonD007
Employee Tax Expert

Deductions & credits

Form 8862 should be completed when one of these credits (Earned Income Credit (EIC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), Credit for Other Dependents (COD), or American Opportunity Credit (AOC)) were disallowed in a prior year return for anything other than a math or clerical error.

 

  • Login to TurboTax
  • In the search box enter Form 8862
  • Select  the Jump to Form 8862 link 
  • TurboTax will guide you through the interview until you reach the Do any of these uncommon situations apply? screen
  • Select I got a letter/notice from the IRS telling us to fill out an 8862 form to claim the Earned Income Credit.
  • Follow the TurboTax interview to complete the form.

 

Refer to the TurboTax Help article How do I enter Form 8862? andFiling Tax Form 8862: Information to Claim Earned Income Credit after Disallowance for more information. 

 

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