Get IRS 8862 2009

Form 8862 - Information to Claim EIC After Disallowance. Form 8862 is required to be filed with a taxpayer's tax return if both of the following apply: The taxpayer's claim for the Earned Income Credit was reduced or disallowed for any reason other than a math or clerical error.

American Opportunity Tax Credit The credit can then be used to pay 100 percent of the first $2,000 of certain education expenses. If your AOTC claim for the previous tax year was disallowed, you must file tax form 8862 to qualify for the AOTC in the current tax year.

Form 8862 does not need to be filed if you meet certain exceptions. ... If you already filed Form 8862, you do not need to file it again unless your EIC been reduced or denied again after the original filing. In other words, you only need to file Form 8862 once for each time the credit is disallowed.

Open your return if you don't already have it open. ... In the search box, search for 8862 and then select the Jump to link in the search results. You'll come to the Earned Income Credit section. ... Answer the questions and eventually you'll be asked Do any of these uncommon situations apply? ... Select Continue and then Done.

How long will filing an 8862 delay my refund. Filing form 8862, Information To Claim Earned Income Credit After Disallowance, should not delay your refund processing. Once you are accepted, you are on the IRS payment timetable. The IRS issued more than 9 out of 10 refunds to taxpayers in less than 21 days last year.