Question

8862 Form included but still Rejected

Forum|Forum|6 years ago
January 29, 2020
1 reply
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I e-filed on 1/12/2020 and got Rejected a week later. Then on 1/27/2020 I contacted TT Rep and she walked me through making sure 8862 is attached. e-Filed again and got rejected again. Contacted TT Rep again and was told the 8862 isn't available until 1/29/2020 & to file on that date again but in the afternoon. After I got on the call I went to my documents on TT and downloaded them. I didn't see the 8862 in there at all.

So I then went to TT again and deleted my 8862 form. Went through the process again on my own. Refiled. Waited and got Rejected a few hours later again. I then downloaded the my tax docs again and the 8862 form is in there.

What am I doing wrong? I got earned income credit & child tax credit last year with no issues. Only thing that has changed is my new son who was born in April 2019. Same job also.

CatinaT1

I would maybe wait until even later in the day and try to refile. Be sure you have completed the 8862 completely.

Follow these steps to add Form 8862 to your taxes.

Sign in to your TurboTax account and click Continue your return.
Click Search in the upper right-hand corner and search for 8862.
Select the first result: Jump to 8862.

Now you are at the beginning of the Earned Income Credit.

Continue on the first two screens and stop when you see Do any of these uncommon situations apply?
Check the box that says, I got an IRS notice saying that I can only claim the Earned Income Credit if I file an 8862 and Continue.
Select Done, but hang on, there are a few more steps to go.
Answer the question about your IRS notice.

If you are still unable to get the return accepted, unfortunately, your only option may be to print and mail in your return.

This article will give you instruction on how to print and mail your return.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

C

CKnight90Author

I waited 36 hrs to resend my e-file. I made sure my 8862 form was included. Got rejected again 20min later. Not sure what I'm shopping wrong. This is the email error I get..

IND-165-01 - Form 8862 must be present in the return. The e-File database indicates the taxpayer must file Form 8862 to claim Child Tax Credit or Other Dependent Credit or Additional Child Tax Credit after disallowance.

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CKnight90Author

I contacted turbotax and they said I had to mail it in. I didnt understand when other people are able to efile it. The next day I called to have them clear and start over my taxes and they said I couldn't because i already efiled. I told them it was rejected and was told by the tt rep she still cant. So I went to my files and deleted everything. Re-entered all my info. 1hr after I filed again. I got accepted. I dont think your software techs and expert tax reps know the system well enough to look over everything to correct certain issues. I filed the same exact way but some reason, deleting the 8862 in the past didnt fill out the form correctly. After I looked over the 8862 in my accepted efile documents. I noticed in the past turbo tax didnt fill in certain fields on the 8862 form.