Form 8862 is used to reclaim certain tax credits (like the Earned Income Credit) that were previously denied. If your credit was disallowed for reasons other than a math or clerical error, and you now qualify, you'll need to file this form to claim the credit again.
Here's how to file Form 8862 in TurboTax.
- Log into TurboTax - be sure you are logged in before going to step 2
- Click here to Go to Form 8862.
- You'll come to the Earned Income Credit section. Select Continue.
- Answer the questions. When you get to, Do any of these uncommon situations apply? check the box that says, I got a notice from the IRS saying that Form 8862 is required for the Earned Income Tax Credit.
- Select Continue and then Done.
- On the Since you got an IRS notice, we need to check on a few things screen, select No, none of these apply and I need to fill out the 8862 form.
- Select Continue.
- Answer the remaining questions.
