TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 1

Solved

Form 8862 jump to

Forum|Forum|7 years ago
June 7, 2019
9 replies
0 views

I can't locate form 8862

TurboTax Self Employed Online

Best answer by mesquitebean

NOTE: Updated for 2017 returns (3/14/2018)

I've updated the original answer (which was for 2016) since the website "look" is different for the 2017 return. Here are the current steps for a 2017 return:

Open your return ("Take me to my return.")
Once the return is past the blue-green screen, click on Search in the top right corner.
Enter Form 8862 without quotes and click the magnifying glass icon.
Choose Jump to Form 8862.

If that doesn't work for you, here's another method:

Go to the left menu column and click on TAX TOOLS, then choose TOOLS.
In the Tools window, choose TOPIC SEARCH.
In the search line enter Form 8862 without quotes.
In the selection list, choose Form 8862 and click GO.

******************************

[The following is the old answer from last year for the 2016 return. The navigation method below is no longer current.]

If you don't find it with the regular Search tool, use the Topic Search from inside MY ACCOUNT. Here's how:

Log in and go to the 2016 Tax Timeline.
Open your return ("Take me to my return.")
When the return is open, click at the top on MY ACCOUNT, then choose TOOLS.
In the Tools window, choose TOPIC SEARCH.
In the search line enter Form 8862 without quotes.
In the selection list, choose Form 8862 and click GO.

chollyd123

Level 2

I still cant get the form to pull up

Rmyers1

Level 2

I Still can't find the form 8862!

DoninGA

Level 15

@Rmyers1 wrote:

I Still can't find the form 8862!

See this TurboTax support FAQ for the Form 8962 and Form 1095-A as requested by the IRS for tax year 2019 - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

Form 1095-A must be entered before the program will generate the Form 8962

mesquitebean

Level 15

chollyd123:
This is an old already-answered thread from 2 years ago.  The steps below for the 2 methods still work for 2018, however.  I'm not sure why you are having trouble getting to that interview.

If you need additional help, you'll need to start a new thread that will show up to the whole forum as needing help.   You can use this link:
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/new">https://ttlc.intuit.com/questions/new</a>

When you go to the form at the link, the first box is for a summary of your question, like a title, and is limited to 170 characters..  If you need more room, lower on the form you will come to another box with plenty of room to enter details.  This is a public Internet forum, so don't post any personal info.

mesquitebeanAnswer

Level 15

NOTE: Updated for 2017 returns (3/14/2018)

I've updated the original answer (which was for 2016) since the website "look" is different for the 2017 return. Here are the current steps for a 2017 return:

Open your return ("Take me to my return.")
Once the return is past the blue-green screen, click on Search in the top right corner.
Enter Form 8862 without quotes and click the magnifying glass icon.
Choose Jump to Form 8862.

If that doesn't work for you, here's another method:

Go to the left menu column and click on TAX TOOLS, then choose TOOLS.
In the Tools window, choose TOPIC SEARCH.
In the search line enter Form 8862 without quotes.
In the selection list, choose Form 8862 and click GO.

******************************

[The following is the old answer from last year for the 2016 return. The navigation method below is no longer current.]

If you don't find it with the regular Search tool, use the Topic Search from inside MY ACCOUNT. Here's how:

Log in and go to the 2016 Tax Timeline.
Open your return ("Take me to my return.")
When the return is open, click at the top on MY ACCOUNT, then choose TOOLS.
In the Tools window, choose TOPIC SEARCH.
In the search line enter Form 8862 without quotes.
In the selection list, choose Form 8862 and click GO.

amador24

Level 2

Form 8862 must be present in the return. The e-File database indicates the taxpayer must file Form 8862 to claim American Opportunity Tax Credit after disallowance.

IF YOU DO NOT QUALIFY IT WILL NOT LET YOU EVEN IF YOU HAVE THE ERROR SAYING YOU NEED IT. THE FIX RETURN DOES NOT WORK !!!:(

Leanett56

Level 2

I can't locate from 8862

DoninGA

Level 15

@Leanett56 wrote:

I can't locate from 8862

https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

Bigtuon

Level 2

I can't find it

VictoriaD75

Level 12

Try these steps:

From the Tax Tools menu on the left, click on Tools
Click on Topic Search
Type in 8862
Click Go
You'll come to the Earned Income Credit section. Select Continue.
Answer the questions and eventually you'll be asked Do any of these uncommon situations apply? Check 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.
Select Continue and then Done.
On the Since you got an IRS notice, we need to check on a few things screen, select the radio button next to No, none of these apply and I need to fill out the 8862 form.
Select Continue.
Answer the remaining questions.

Add Form 8862

About Form 8862

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Gabrielw50

Level 2

Did my taxes with turbo and its keep rejecting my taxes its say I need form 8862 I need help

DoninGA

Level 15

@Gabrielw50 wrote:

Did my taxes with turbo and its keep rejecting my taxes its say I need form 8862 I need help

See this TurboTax support FAQ for a Form 8862 - https://ttlc.intuit.com/community/forms/help/how-do-i-enter-form-8862/01/25803

ricardoj820

Level 2

I need form 8862 to add to my tax

BillM223

Level 15

Form 8862 must be added to your return when you are claiming a credit that has previously been denied to you. Please see this IRS webpage.

You can create form 8862 with TurboTax. Open your return, then do a Search (upper right) for 8862 and click on the jump-to link (Mac users must find 8862 in the Topics List).

***NOTE*** when you type 8862, don't click on any of the suggested search parameters - just click on Enter. None of the suggested search parameters work, just 8862 by itself.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

bigeye terri

Level 2

cant pull up form 8862

Cynthiad66

Level 14

If your Earned Income Credit (EIC) was disallowed or reduced for something other than a math or clerical error, you may need to file Form 8862 before the IRS allows you to use the credit again. Here's how to file Form 8862 in TurboTax.

Sign in to TurboTax and continue to open your return.
In the search box, search for 8862 and then select the Jump to link at the top of the search results.
You'll come to the Earned Income Credit section. Select Continue.
Answer the questions and eventually you'll be asked Do any of these uncommon situations apply? Check 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.
Select Continue and then Done.
On the Since you got an IRS notice, we need to check on a few things screen, select the radio button next to No, none of these apply and I need to fill out the 8862 form.
Select Continue.
Answer the remaining questions.