F1040-064-01 e-file error
Form 8862 must be present in the return with Earned Income Credit Claimed Indicator checked. The e-File database indicates the taxpayer must file Form 8862 to claim Earned Income Credit after disallowance. (rule F1040-164-01).
You'll get this error if you don't include Form 8862 with the return when it's needed for an Earned Income Credit (EIC).
Solution
note
Refer to the Form 8862 filing instructions. If your client meets the requirements for EIC and claims the credit on this return, Form 8862 is needed.
You can resolve this rejection by either including Form 8862, or by not claiming the EIC.
If you believe there's an error in the IRS database regarding the client's past EIC disallowance, contact the IRS e-file Help Desk at 866-255-0654.
Option 1: complete Form 8862:
- Go to theCredits inputfolder.
- Select the8862screen.
- Enter data on the 8862 screen.
- SelectForm View.
- Select the8862folder.
- Check that you've marked the Earned Income Credit checkbox on Part I, line 2, and completed Part II.
- Re-create and retransmit the e-file.
Option 2: Don't claim EIC:
- Review the data on theEICscreen, in theCreditsfolder.
- Re-create and retransmit the e-file.
