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Form 8862 - Information To Claim Certain Credits After Disallowance

Online · Written guide Content date 1 min read

Form 8862 is required to be filed with a taxpayer’s tax return if in a prior year the taxpayer’s claim for any of the following credits was reduced or disallowed for any reason other than a math or clerical error and they now meet the requirements for the credit and wish to take it:

  • Earned Income Credit
  • Child Tax Credit
  • Additional Child Tax Credit
  • Other Dependent Credit
  • American Opportunity Tax Credit

To complete Form 8862 in Tax Processors Plus Online, from the Federal Section of the tax return (Form 1040) select:

  • Deductions
  • Credits
  • Claiming Refundable Credits after Disallowance
  • Information to Claim Certain Refundable Credits After Disallowance

Additional Information:

IRS Publication 501, Exemptions, Standard Deduction, and Filing Information

IRS Reject Code F1040-448 - Form 8862 required