Question

Form 8862 - Enter or Delete Form Information

Accepted Answer

IRS Form 8862 Information To Claim Certain Refundable Credits After Disallowance is used if your earned income credit (EIC) was reduced or disallowed in a previous year and you would like to claim the EIC on your current return.

If you were previously disallowed from taking the EIC, claiming the credit this year will result in your return being rejected with IRS error code IND-046. This rejection will instruct you to attach Form 8862 to your return and refile.

To add Form 8862 to your TaxAct return, go to our Form 8862 - Earned Income Credit Claim After Disallowance FAQ. After you have finished entering the information for Form 8862, you can refile your return by clicking Filing and repeating the filing steps.

To delete Form 8862 from your return:

Online Navigation Instructions

From within your TaxAct return (Online), click the Tools dropdown, then click Forms Assistant.
Click + next to the FEDERAL Forms manila folder (if it is not already expanded), then click + next to the Forms and Schedules manila folder (if it is not already expanded).
Scroll down and click Form 8862 - Information to Claim Certain Credits After Disallowance.
Click Delete, then click OK to confirm.

Desktop Navigation Instructions

From within your TaxAct return (Desktop), click Forms in the options bar to view the Forms Explorer (if it is not already visible).
Click Federal from the dropdown in forms explorer, then click the Forms and Schedules dropdown (if it is not already expanded).
Scroll down and right-click Form 8862, then click Delete Copy, then click Yes to confirm.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.