To enter information on Form 8862 in TurboTax, please
follow these steps:
- Click on Federal Taxes >
Deductions & Credits [In TT Self-Employed:
Personal > Deductions & Credits > I'll choose what
I work on].
- In the You and Your
Family section, click on the Start/Revisit box
next to Earned Income Credit (EIC). [See Screenshot #1
below.)
- On the screen, Do any of these
uncommon situations apply, mark the box next to I got a
letter/notice from the IRS telling me to fill out an 8862 form to
claim the Earned Income Credit. [Screenshot #2]
-
On the screen, Since you got an IRS notice . .
., mark the
appropriate button (Yes or No). [Screenshot #3]
- Depending on your answer, TurboTax
will display Form 8862 on the next screen for you to complete or display a
message that you don't have to file the form.