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Screen 8862 - Claim Refundable Credits After Disallowance - EIC

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Use this screen to enter information for Form 8862, Information to Claim Certain Refundable Credits After Disallowance, when claiming the earned income credit.

Form 8862, Part II – Earned Income Credit

Use this section to enter information for Form 8862, Part II.
EIC reduced or disallowed due to incorrect earned income...?
Enter
1
 only if the EIC was reduced or disallowed in the earlier year due to incorrect earned income or investment income. Otherwise, enter
2
. This information is required for Form 8862, line 3, so you'll need to complete this field if the taxpayer qualifies for the earned income credit.
Taxpayer (or spouse if MFJ) qualifying person of another?
Enter
1
 if the taxpayer (or spouse if married filing jointly) is a qualifying person of another taxpayer for earned income purposes. Otherwise, enter
2
. This information is required for Form 8862, line 4, so you'll need to complete this field if the taxpayer qualifies for the earned income credit.

Section A – Filers With a Qualifying Child or Children

Use this section to enter information for Form 8862, Part II, Section A.
Does the current year Schedule EIC show the taxpayer had a qualifying child...?
Form 8862, Part II, Section A: Filers With a Qualifying Child or Children, completes automatically based on information in the Dependent information statement on the 1040 screen. To override the calculated answer about whether the child is a qualifying child for EIC purposes, enter
1
 or
2
.
Dates child lived in the United States
Enter the dates the child lived in the United States during the tax year. To qualify for the earned income credit, the child must have been in the United States for more than half the year (equal to or greater than 183 days, or 184 days if the tax year is a leap year).
Date of birth if born in
2025
If the child was born in the current tax year, enter the date of birth. Any calculations will assume that the child lived with the taxpayer for the entire tax year (365 days).
Date of death if died in
2025
If the child died in the current tax year, enter the date of death. Any calculations will assume that the child lived with the taxpayer for the entire tax year (365 days).

Section B – Filers Without a Qualifying Child or Children

Use this section to enter information for Form 8862, Part II, Section B.
Dates taxpayer and spouse (if married filing jointly) lived in the United States
Enter the dates the taxpayer (and spouse if married filing jointly) lived in the United States during the tax year. To qualify for the earned income credit, the taxpayer (and spouse if married filing jointly) must have been in the United States for more than half the year (equal to or greater than 183 days, or 184 days if the tax year is a leap year).
Can the taxpayer be claimed as a dependent on another taxpayer’s return (Force)?
Form 8862, line 11a, completes automatically based on information on the 1040 screen. To override the calculated answer about whether the taxpayer can be claimed as a dependent on another taxpayer’s return, enter
1
 or
2
.
Can the spouse (if filing jointly) be claimed as a dependent on another taxpayer’s return (Force)?
Form 8862, line 11b, completes automatically based on information on the 1040 screen. To override the calculated answer about whether the spouse can be claimed as a dependent on another taxpayer’s return, enter
1
 or
2
.

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