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Instructions for IRS Form 8862
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Instructions for IRS Form 8862 Information to Claim Certain Credits After Disallowance
This document contains official instructions for IRS Form 8862 , Information to Claim Certain Credits After Disallowance - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 8862 is available for download through this link.
FAQ
Q: What is IRS Form 8862?
A: IRS Form 8862 is a form used to claim certain tax credits after they have been disallowed.
Q: Which tax credits can be claimed using Form 8862?
A: Form 8862 is used to claim the Earned Income Credit (EIC), the Child Tax Credit (CTC), and the American Opportunity Credit (AOC) after they have been disallowed.
Q: Why would a tax credit be disallowed?
A: A tax credit may be disallowed if the IRS determines that the taxpayer did not meet the eligibility requirements or failed to provide the necessary documentation.
Q: When should I use Form 8862?
A: You should use Form 8862 if your tax credit claim was disallowed in a previous year and you now meet the requirements to claim the credit.
Q: Do I need to attach any documents with Form 8862?
A: Yes, you need to attach supporting documents to substantiate your eligibility for the tax credit.
Q: What happens after I submit Form 8862?
A: The IRS will review your form and supporting documents to determine if you are eligible to claim the tax credits.
Q: Can I e-file Form 8862?
A: No, you cannot e-file Form 8862. It must be filed by mail.
Q: Is there a deadline for filing Form 8862?
A: Yes, you must file Form 8862 within 3 years from the original due date of your tax return or within 2 years from the date you paid the tax, whichever is later.
Q: What should I do if my Form 8862 is rejected?
A: If your form is rejected, you should review the reason for the rejection and make any necessary corrections or provide additional documentation as requested by the IRS.
Instruction Details:
- This 3-page document is available for download in PDF;
- Actual and applicable for filing 2023 taxes;
- Complete, printable, and free.
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