Form 8862 - Information To Claim Earned Income Credit After Disallowance
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48862
Information To Claim Certain Refundable Credits After Disallowance
OMB No. 1545-0074
Form
Earned Income Credit, Child Tax Credit/Additional Child Tax Credit, and American Opportunity Tax Credit
(Rev. October 2017)
Attach to your tax return.
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Attachment
Department of the Treasury
43A
Sequence No.
Go to for instructions and the latest information.
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Internal Revenue Service
Name(s) shown on return
Your social security number
You must complete Form 8862 and attach it to your tax return if both of the following apply.
Your earned income credit (EIC), child tax credit (CTC)/additional child tax credit (ACTC), or American opportunity tax credit (AOTC)
✓
was previously reduced or disallowed and you received a letter saying you had to complete and attach Form 8862 the next time you
claim the credit(s).
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You now want to claim the EIC, CTC/ACTC, or AOTC and you meet all the requirements for the credit.
Part I
All Filers
1
Enter the tax year for which you are filing this form (for example, 2016)
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2
Check the box(es) that applies to the credit(s) you are claiming and complete the part(s) that matches the box(es) you marked.
Child Tax Credit and
Earned Income Credit
Additional Child Tax Credit
American Opportunity Tax Credit
(Complete Part II)
(Complete Part III)
(Complete Part IV)
Part II
Earned Income Credit
3
If the only reason your EIC was reduced or disallowed was because you incorrectly reported your earned
Yes
No
income or investment income, check “Yes.” Otherwise, check “No.”
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Caution: If you checked “Yes,” do not complete the rest of Part II. Attach this form to your tax return to
claim the EIC. If you checked “No,” continue.
4
Could you (or your spouse if filing jointly) be claimed as a qualifying child of another taxpayer for the year
Yes
No
entered on line 1? .
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Caution: See the instructions before answering. If you (or your spouse if filing jointly) answer “Yes” to
question 4, you cannot claim the EIC.
If you are claiming the EIC with a qualifying child, continue to Section A. Otherwise, go to Section B.
Section A: Filers With a Qualifying Child or Children
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Answer questions 5, 7, and 8 for each child for whom you are claiming the EIC.
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Enter the name(s) of the child(ren) you listed as Child 1, Child 2, and Child 3 on Schedule EIC for the year entered on line 1 above.
5 a Child 1
b Child 2
c Child 3
Yes
No
6
Does your completed Schedule EIC for the year entered on line 1 show that you had a qualifying child for the EIC?
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Caution: If you checked “No,” you do not need to complete Part II, Section A. Go to Part II, Section B.
7
Enter the number of days each child lived with you in the United States during the year entered on line 1.
Child 1
Child 2
Child 3
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Caution: See the instructions for special rules before answering. If you enter less than 183 (184 if the year on line 1 is a leap
year), you cannot claim the EIC for that child.
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If the child was born or died during the year entered on line 1, enter the month and day the child was born and/or died as
month (MM)/day (DD). Otherwise, skip this line.
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Child 1 date of birth (MM/DD)
Child 1 date of death (MM/DD)
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Child 2 date of birth (MM/DD)
Child 2 date of death (MM/DD)
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Child 3 date of birth (MM/DD)
Child 3 date of death (MM/DD)
Only one person may claim the child as a qualifying child for the EIC and certain other child-related benefits. If the child meets
the conditions to be a qualifying child of any other person (other than your spouse if filing jointly), complete Part V. If you
cannot treat any of the children listed above as a qualifying child and have no other qualifying children, go to Part II, Section B.
8862
Form
(Rev. 10-2017)
For Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 25145E
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