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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8862
for the current year.
IRS Form 8862 Information to Claim Certain Credits After Disallowance
What Is IRS Form 8862?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on November 1, 2018. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8862?
A: IRS Form 8862 is a form used to claim certain credits after they have been disallowed by the IRS.
Q: Which credits can be claimed using IRS Form 8862?
A: IRS Form 8862 can be used to claim the earned income tax credit (EITC), child tax credit, additional child tax credit, credit for other dependents, American opportunity credit, and the premium tax credit.
Q: When should I use IRS Form 8862?
A: You should use IRS Form 8862 if the IRS disallowed any of the credits mentioned earlier and you want to claim them.
Q: How do I fill out IRS Form 8862?
A: You need to provide your personal information, explain why the credit was disallowed, and provide any additional supporting documents.
Q: Is there a deadline for filing IRS Form 8862?
A: Yes, IRS Form 8862 should be filed within three years from the due date of the original tax return or within two years from the date the tax was paid, whichever is later.
Form Details:
- A 4-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8862 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8862 Information to Claim Certain Credits After Disallowance
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