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January 28, 2020
Question

Has anyone gotten rejected due to rejection code 1040-164-01 because of form 8862 being missing or needed . how can i fix this

  • January 28, 2020
  • 2 replies
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2 replies

CatinaT1
January 29, 2020

Follow these steps to add Form 8862 to your taxes.

  1. Sign into your TurboTax account and click the big, orange Continue your return button.
  2. Click Search in the upper right-hand corner and search for 8862.
  3. Select the first result: Jump to 8862.

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

  1. Continue on the first two screens and stop when you see Do any of these uncommon situations apply?
  1. 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.  
  2. Select Done, but hang on, there are a few more steps to go. 
  3. Answer the question about your IRS notice. Select No to file 8862. 
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February 1, 2020

Hi, I did this after I received the notice. I corrected it but still getting rejected. I hit the option to get mailed and now I can refile thru e-file. Why is that?

February 6, 2020

It's always possible that there have been IRS system updates that allow this filing.

March 2, 2022

Yes

Cass0317
March 2, 2022

Please see the TurboTax FAQ below on how to fix rejected code F1040-164-01 due to form 8862 missing from your return:

What is e-file reject F1040-164-01?