Discover the purpose of Form 8862 – Information To Claim Certain Credits After Disallowance and how it applies to your individual tax situation. Learn about the different use cases for this form and why it might be necessary for you. On this page, you’ll find answers to frequently asked questions and tips on how to maximize your tax benefits.
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Form 8862, also known as the “Information to Claim Certain Refundable Credits After Disallowance,” is a document required by the Internal Revenue Service (IRS) to reinstate certain tax credits after they have been previously disallowed.
There are several instances in which you may need to file Form 8862. In this section, we will explore some common use cases and provide guidance on how to navigate these situations.
Disallowance Due to a Math or Clerical Error – If your tax credits were disallowed due to a math or clerical error, you may need to file Form 8862. By doing so, you can correct the error and reclaim the tax credits you are entitled to.
First-Time Claiming a Tax Credit – If you are claiming the EIC, Child Tax Credit, or Additional Child Tax Credit for the first time, you may need to file Form 8862 to establish your eligibility. This form provides the IRS with the necessary information to verify your claim.
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