1. If your return was submitted and accepted without form 8862 then it would have had to be amended in order to submit form 8862.
2. I'm not sure why the return had to be mailed in. Form 8862 isn't required to be mailed but there may have been other forms that were included with your return that required mailing.
3. 'Accepted' by the IRS just means that they received it and are processing it. It doesn't tell TurboTax anything about the results. If the IRS doesn't like the return they can first accept it and then send a letter to the taxpayer asking for more information. All TurboTax knows is whether the IRS system has accepted the return for processing - not whether or not they like it.
4. I'm not sure why you hadn't received a notice yet about the form being required. The IRS can often be slow moving and it's possible that a notice that tells you to submit form 8862 is still on the way.
5. Form 8862 is required to be filed by someone who attempted to claim a credit in the past and was told by the IRS that they were not eligible to do so. In your case you said that you attempted to claim the earned income credit at one point and were rejected for it and so you will need to file form 8862 every time you want to claim the earned income credit.
6. The letter would indicate that the IRS was done with your return and that they were sure about everything that they needed from you. Your taxpayer advocate wanted you to wait for the letter because if they wanted something else in addition to the 8862 and you submitted the amended return only with that form added then you would just be waiting even longer.
@kteschendorf11
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