Skip to main content

1 reply

LenaH
March 5, 2022

Form 8862 is only required on a return where the Earned Income Credit on a previous tax return was reduced or disallowed for any reason other than a math error. If this does not describe your situation, then you answered a question incorrectly while doing your return. 

 

Please follow the steps below to add Form 8862 to your taxes:

  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.

If this does not describe your situation, then please uncheck 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 as described in Step 4 above. 

 

Once this is completed, you will have fixed error F1040-164-01 and you can refile your tax 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"