Get Desktop: Form 8862 - Information To Claim Certain Credits ...

This guide provides a step-by-step approach to completing the Desktop: Form 8862 - Information To Claim Certain Credits online. Understanding how to properly fill out this form is essential for claiming certain tax credits accurately and efficiently.

Follow the steps to fill out the form accurately.

1. Click the ‘Get Form’ button to access the form. This will allow you to open it in your preferred editing tool.
2. Enter the tax year for which you are filing (e.g., 2024) in the designated field.
3. Check the box that applies to the credits you are claiming. Make sure to complete the corresponding sections based on the box you've marked.
4. For the Earned Income Credit section, answer the questions about whether your credit was disallowed and if you meet the necessary requirements.
5. If claiming the Earned Income Credit with children, complete Section A by entering the names of each qualifying child and answering the required questions about their residency and your eligibility.
6. If you do not have any qualifying children, proceed to Section B, which requires you to enter your days of residence in the United States and provide additional information regarding age and dependency status.
7. In Part III, enter the names of each child for whom you are claiming the Child Tax Credit. Ensure to reach the questions regarding residency and dependency status for each child listed.
8. For Part IV concerning the American Opportunity Tax Credit, provide the names of students and whether they meet eligibility criteria. Answer whether the credit has been claimed for them in prior years.
9. Review all entered information for accuracy. Once confirmed, you can save your changes, and download, print, or share the completed form.

Complete your form online today to ensure you can claim your eligible credits efficiently.