Get Irs 8862 2021-2025

This guide provides clear, step-by-step instructions on how to fill out the IRS 8862 form online. By understanding each section and field, you can confidently claim your credits after disallowance.

Follow the steps to effectively complete the IRS 8862 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the tax year for which you are filing this form in the designated field.
3. Check the box(es) that apply to the credit(s) you are claiming and complete the corresponding parts as necessary.
4. If claiming the Earned Income Credit (EIC), determine if your EIC was previously reduced or disallowed for reasons other than a math or clerical error.
5. Answer if you (or your spouse if filing jointly) can be claimed as a qualifying child of another taxpayer for the year entered. If 'Yes', you cannot claim the EIC.
6. If claiming the EIC with a qualifying child, continue to Section A; if not, proceed to Section B.
7. For Section A, provide names of any qualifying children and enter the number of days they lived with you during the year.
8. Proceed to answer questions regarding the Child Tax Credit (CTC) or Additional Child Tax Credit based on your responses and provide necessary names and information.
9. For the American Opportunity Tax Credit (AOTC), answer questions about students if applicable.
10. Complete Part V if any child meets the conditions to be a qualifying child of another person. Provide necessary details about living arrangements.
11. Review all information for accuracy, save changes, and then download, print, or share the completed form as needed.

Complete your IRS 8862 form online today to ensure your credits are properly claimed.