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How do I enter Form 8862?

SOLVEDby TurboTax7875Updated February 11, 2024

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. Be sure to follow the instructions from the IRS if you received a notice requiring you to file Form 8862. You do not need to file Form 8862 in the year the credit was disallowed or reduced.

Here's how to file Form 8862 in TurboTax.

  1. Sign in to TurboTax and open your return.
  2. Select Search, enter Form 8862, and select Jump to form 8862.
  3. You'll come to the Earned Income Credit section. Select Continue.
  4. 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.
  5. Select Continue and then Done.
  6. 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.
  7. Select Continue.
  8. Answer the remaining questions.

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