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June 10, 2021
Question

I was rejected because i need8862 formi have never donemy own txes needhelp filing

  • June 10, 2021
  • 1 reply
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Critter-3
June 10, 2021

If your EIC was disallowed or reduced for reasons other than math or clerical errors after 1996, you may need to file Form 8862 before the Internal Revenue Service allows you to use the credit again.

To enter this form in TurboTax follow these steps:

  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 got a letter/notice from the IRS telling me 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.

You can read more about the form here:

 

Filing Tax Form 8862

 

 

Take a look at the following TurboTax article for instructions to add Form 8862 to your return and solve the rejection code F1040-164-01:

 

E-file reject F1040-164-01: Form 8862 is missing from the tax return and it is required to be able t...