Form 8862 is required to be filed with a taxpayer’s tax return if in a prior year the taxpayer’s claim for any of the following credits was reduced or disallowed for any reason other than a math or clerical error and they now meet the requirements for the credit and wish to take it:
- Earned Income Credit
- Child Tax Credit
- Additional Child Tax Credit
- Other Dependent Credit
- American Opportunity Tax Credit
TaxSlayer Pro Desktop Program - To access Form 8862, from the Main Menu of the tax return (Form 1040), select:
- Miscellaneous Forms
- Information to Claim Certain Refundable Credits after Disallowance (8862)
- Questions for Claiming Earned Income Credit
Questions for Claiming Child Tax Credit
Questions for Claiming Other Dependent Credit
Questions for Claiming American Opportunity Credit
Questions for Qualify Child of More than One Person - Select the menu line(s) that apply to this return and supply the requested information as needed.
TaxSlayer ProWeb - To access Form 8862, from the Federal Section in the return, select:
- Deductions
- Credits Menu
- Claiming Certain Credits after Disallowance Form 8862
- Information to Claim Certain Credits After Disallowance
Additional Information:
IRS Publication 501, Exemptions, Standard Deduction, and Filing Information
