Get Irs 8862 2017

Filling out the IRS 8862 form can seem challenging, especially if you are unfamiliar with tax documents. This guide provides a step-by-step approach to ensure you accurately complete the form online and meet the requirements for claiming certain refundable credits.

Follow the steps to fill out the IRS 8862 efficiently.

1. Click 'Get Form' button to access the IRS 8862 form and open it in the online editor.
2. Enter the tax year for which you are filing this form on line 1. Make sure to provide the correct year, for example, 2022.
3. Check the appropriate box(es) corresponding to the credit(s) you are claiming on line 2. Make sure to complete the matching parts based on your selections.
4. If your earned income credit (EIC) was previously disallowed due to misreporting your income, mark 'Yes' on line 3 and skip to attach this form to your tax return. If not, answer 'No' and proceed.
5. For line 4, indicate if you or your spouse (if filing jointly) could be claimed as a qualifying child by another taxpayer. A 'Yes' response here means you cannot claim the EIC.
6. If claiming EIC with a qualifying child, continue to Section A by providing names for Child 1, Child 2, and Child 3. Complete questions 5, 7, and 8 for each child accordingly.
7. If you do not have a qualifying child, skip to Section B. Provide the number of days your main home was in the U.S. for the year entered on line 1 on line 9a, and for your spouse if married filing jointly on line 9b.
8. Complete the age requirements in line 10a and 10b, confirming both you and your spouse meet the EIC age guidance.
9. Proceed to Part III if claiming Child Tax Credit (CTC) or Additional Child Tax Credit (ACTC), answering the relevant questions for each qualifying child.
10. If claiming the American Opportunity Tax Credit (AOTC), move to Part IV and provide information about the students, ensuring compliance with eligibility requirements.
11. For Part V, indicate any qualifying child of more than one person, providing necessary details about living arrangements.
12. Review the completed form for accuracy. Ensure all required information is accurately filled in, as the IRS may request proof of eligibility for claims made.
13. Once everything is complete, utilize the options to save your changes, download, print, or share the IRS 8862 form.

Start filling out your IRS 8862 form online today for a smoother tax filing experience.