How I file an 8862 form

Form 8862 is used if your Earned Income Credit was disallowed or reduced for something other than a math or clerical error.

To enter Form 8862 in TurboTax, please follow the steps below:

1. Login to your TurboTax Online Account.
2. Go to Search box in top right cover and click there to type in 8862 and hit enter.
3. Then click on Jump to 8862 that appears in search results.
4. This takes you to the screen Looks like the Earned Income Credit may put more money in your pocket.
5. Click Continue and answer the next couple earned income (you have to answer through these) questions properly.
6. On the Do any of these uncommon situations apply? screen, check the box next to I/we got a letter/notice from the IRS telling me/us to fill out an 8862 form to claim the Earned Income Credit.
7. Click Continue and then Done.
8. Next screen is Since you got an IRS notice, we need to check on a few things.
9. Answer No, none of these apply and I need to fill out the 8862 form and Continue.
10. You should then see Form 8862 on your screen.
11. Add any necessary information you need to in that form and click Continue.