Federal Free Printable Form 8862 (Rev. December 2012) for 2017 Federal Information To Claim Earned Income Credit After Disallowance

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Information To Claim Earned Income Credit After Disallowance
Form 8862 (Rev. December 2012)

Form 8862 (Rev. December 2012) Department of the Treasury Internal Revenue Service Name(s) shown on return Information To Claim Earned Income Credit After Disallowance ▶ Information ▶ Attach to your tax return. about Form 8862 and its instructions is at www.irs.gov/form8862. OMB No. 1545-0074 Attachment Sequence No. 43A Your social security number Before you begin: ✓ See your tax return instructions or Pub. 596, Earned Income Credit (EIC), for the year for which you are filing this form to make sure you can take the earned income credit (EIC) and to find out who is a qualifying child. ✓ If you have a qualifying child, complete Schedule EIC before you fill in this form. ✓ Do not file this form if you are taking the EIC without a qualifying child and the only reason your EIC was reduced or disallowed in the earlier year was because it was determined that a child listed on Schedule EIC was not your qualifying child. Part I 1 2 All Filers Enter the year for which you are filing this form (for example, 2012) . . . . . . . . . . . . ▶ If the only reason your EIC was reduced or disallowed in the earlier year was because you incorrectly reported your earned income or investment income, check “Yes.” Otherwise, check “No” . . . . ▶ Yes No Caution. If you checked “Yes,” stop. Do not fill in the rest of this form. But you must attach it to your tax return to take the EIC. If you checked “No,” continue. Could you (or your spouse if filing jointly) be claimed as a qualifying child of another taxpayer for the year shown on line 1? See the instructions before answering . . . . . . . . . . . . . . . ▶ Yes No Caution. If you checked “Yes,” stop. You cannot take the EIC. If you checked “No,” continue. 3 Part II 4 a 5 Filers With a Qualifying Child or Children Note. Child 1, Child 2, and Child 3 are the same children you listed as Child 1, Child 2, and Child 3 on Schedule EIC for the year shown on line 1 above. Enter the number of days each child lived with you in the United States during the year shown on line 1 above: b Child 2 ▶ c Child 3 ▶ Child 1 ▶ Caution. If you entered less than 183 (184 if the year on line 1 is a leap year) for any child, you cannot take the EIC based on that child, unless the special rule for a child who was born or died during the year shown on line 1 applies. See the instructions. If your child was born or died during the year shown on line 1, enter the month and day the child was born and/or died. Otherwise, skip this line. (2) Month and day of death (MM/DD) ▶ Child 1 ▶ (1) Month and day of birth (MM/DD) ▶ / / ▶ ▶ (2) Month and day of death (MM/DD) ▶ (1) Month and day of birth (MM/DD) Child 2 / / (2) Month and day of death (MM/DD) ▶ Child 3 ▶ (1) Month and day of birth (MM/DD) ▶ / / Enter the address where you and the child lived together during the year shown on line 1. If you lived with the child at more than one address during the year, attach a list of the addresses where you lived: a Child 1 ▶ Number and street City or town, state, and ZIP code b Child 2 ▶ If same as shown for child 1, check this box. ▶ Otherwise, enter below: Number and street City or town, state, and ZIP code c Child 3 ▶ If same as shown for child 1, check this box. ▶ Or if same as shown for child 2 (and this is different from address shown for child 1), check this box. ▶ Otherwise, enter below: Number and street City or town, state, and ZIP code Did any other person (except your spouse, if filing jointly, and your dependents under age 19) live with 7 child 1, child 2, or child 3 for more than half the year shown on line 1? . . . . . . . . . . . ▶ Yes No If “Yes,” enter that person’s name and relationship to the child below. If more than one other person lived with the child for more than half the year, attach a list of each person’s name and relationship to the child: Name a Other person living with child 1: Relationship to child 1 b Other person living with child 2: If same as shown for child 1, check this box. ▶ Otherwise, enter below: Name Relationship to child 2 Or if same as shown If same as shown for child 1, check this box. ▶ c Other person living with child 3: for child 2 (and this is different from the person living with child 1), check this box. ▶ Otherwise, enter below: Name Relationship to child 3 Caution. The IRS may ask you to provide additional information to verify your eligibility to claim the EIC. a b c 6 For Paperwork Reduction Act Notice, see page 3. Cat. No. 25145E Form 8862 (Rev. 12-2012) Page 2 Form 8862 (Rev. 12-2012) Part III 8 9 Filers Without a Qualifying Child Enter the number of days during the year shown on line 1 that you lived in the United States . . . ▶ Caution. If you entered less than 183 (184 if the year on line 1 is a leap year), stop. You cannot take the EIC. See the instructions. If married filing a joint return, enter the number of days during the year shown on line 1 that your spouse lived in the United States . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ Caution. If you entered less than 183 (184 if the year on line 1 is a leap year), stop. You cannot take the EIC. See the instructions. Form 8862 (Rev. 12-2012) Page 3 Form 8862 (Rev. 12-2012) General Instructions Line 3 Future Developments If your filing status is married filing jointly for the year shown on line 1, check “No” on line 3. For the latest information about developments related to Form 8862 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/form8862. Also check “No” if you could be claimed as a qualifying child of another person for the year shown on line 1 but the other person is not required to file, and is not filing, a tax return for that year or is filing it only as a claim for refund. A claim for refund is a return filed only to get a refund of withheld income tax or estimated tax paid. A return is not a claim for refund if the EIC or any other refundable credit is claimed on it. Purpose of Form You must complete Form 8862 and attach it to your tax return if both of the following apply. 1. Your EIC was reduced or disallowed for any reason other than a math or clerical error for a year after 1996. 2. You now want to take the EIC and you meet all the requirements. Exception 1. Do not file Form 8862 if either of the following applies. • After your EIC was reduced or disallowed in an earlier year (a) you filed Form 8862 (or other documents) and your EIC was then allowed, and (b) your EIC has not been reduced or disallowed again for any reason other than a math or clerical error. • You are taking the EIC without a qualifying child and the only reason your EIC was reduced or disallowed in the earlier year was because it was determined that a child listed on Schedule EIC was not your qualifying child. Lines 4 and 5 Temporary absences, such as for school, vacation, medical care, or detention in a juvenile facility, count as time lived at home. Child born or died. If your child was born or died during the year entered on line 1 and your home was the child’s home for more than half the time he or she was alive during that year, replace the number entered on line 4 for that child with “365” ("366" if the year on line 1 is a leap year) and complete line 5. Lines 8 and 9 Enter the number of days you lived in the United States during the year shown on line 1. In either of these cases, you can take the EIC without filing Form 8862 if you meet all the EIC eligibility requirements. Example. You are single and are filing Form 8862 for 2012. Your home was in the United States for all of 2012. On line 8, you would enter “366.” Exception 2. Do not file Form 8862 and do not take the EIC for the: • 2 years after the most recent tax year for which there was a final determination that your EIC claim was due to reckless or intentional disregard of the EIC rules, or Members of the military. If you were on extended active duty outside the United States, your home is considered to be in the United States during that duty period. Include your active duty time on line 8 and your spouse’s, if applicable, on line 9. See Pub. 596 for the definition of extended active duty. • 10 years after the most recent tax year for which there was a final determination that your EIC claim was due to fraud. Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. You are required to give us the information. We need it to ensure that you are complying with these laws and to allow us to figure and collect the right amount of tax. ! ▲ You also must attach Schedule EIC to your return if you have a qualifying child or children. In addition to CAUTION filing Form 8862 and, if required, Schedule EIC, you may be asked to provide other information before any refund claimed on your return is issued. The process of establishing your eligibility to take the EIC will delay your refund. Additional Information For more details on the EIC, including the definition of a qualifying child and who is eligible to take the EIC, see your tax return instructions or Pub. 596, Earned Income Credit (EIC), for the year for which you are filing Form 8862. Specific Instructions Need More Space for an Item? If you do, attach a statement that is the same size as Form 8862. Number each entry on the statement to correspond with the line number on Form 8862. Put your name and social security number on the statement and attach it at the end of your return. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Internal Revenue Code section 6103. The average time and expenses required to complete and file this form will vary depending on individual circumstances. For the estimated averages, see the instructions for your income tax return. If you have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return.
Extracted from PDF file 2016-federal-form-8862.pdf, last modified February 2009

More about the Federal Form 8862 Individual Income Tax Tax Credit TY 2016

We last updated the Information To Claim Earned Income Credit After Disallowance in January 2017, so this is the latest version of Form 8862, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form 8862 directly from TaxFormFinder. You can print other Federal tax forms here.

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Form 1040-V Payment Voucher
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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8862 from the Internal Revenue Service in January 2017.

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Form 8862 is a Federal Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Federal Form 8862

We have a total of four past-year versions of Form 8862 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 Form 8862

Form 8862 (Rev. December 2012)

Information To Claim Earned Income Credit After Disallowance 2015 Form 8862

Form 8862 (Rev. December 2012)

Information To Claim Earned Income Credit After Disallowance 2012 Form 8862

Form 8862 (Rev. December 2012)

Information To Claim Earned Income Credit After Disallowance 2011 Form 8862

Form 8862 (Rev. December 2009)


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