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Best answer by DawnC

If your Earned Income Credit (EIC) was disallowed or reduced for something  other than a math or clerical error, you may need to file Form 8862 before the IRS allows you to use the credit again. Here's how to file Form 8862 in TurboTax.    @Bigal12 - instructions below.  

 

  1. Sign in to TurboTax and continue to open your return.
  2. In the search box, search for 8862 and then select the Jump to link at the top of the search results.
  3. You'll come to the Earned Income Credit section. Select Continue.
  4. Answer the questions and eventually you'll be asked Do any of these uncommon situations apply? Check the box that says, I/we got a letter/notice from the IRS telling me/us to fill out an 8862 form to claim the Earned Income Credit.
  5. Select Continue and then Done.
  6. On the Since you got an IRS notice, we need to check on a few things screen, select the radio button next to No, none of these apply and I need to fill out the 8862 form.
  7. Select Continue.
  8. Answer the remaining questions.

1 reply

March 18, 2021

what is the issue that prevents you from filing the form and I assume you are really referring to that form and not form 8962?  if you mean form 8962 what's the issue with that form? 

May 17, 2021

i need to file a 8862 form

April 21, 2023

I need to  file an 8862 form to submit my taxes