Screen 8862-2 - Claim Refundable Credits After Disallowance - CTC/ACTC

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Use this screen to enter information for Form 8862, Information to Claim Certain Refundable Credits After Disallowance, when claiming the child tax credit and additional child tax credit. Complete a separate screen for each child.
SSN / Child’s name
Select the Social Security number and name of the child for whom the taxpayer (and spouse, if filing jointly) is claiming the child tax credit and/or additional tax credit. Complete a separate 8862-2 screen for each child being claimed.
Did the child meet the requirements to be a qualifying child for CTC/ACTC purposes (Force)?
The
Yes
checkbox on Form 8862, Part III, line 13, marks automatically based on information in the Dependent information statement on the 1040 screen. To override the calculated answer, enter
1
or
2
in this field.
Did the child live with the taxpayer (and spouse if MFJ) for more than half the year (Force)?
The
Yes
checkbox on Form 8862, Part III, line 14, marks automatically based on information in the Dependent information statement on the 1040 screen. To override the calculated answer, enter
1
or
2
in this field. (For example, you might override if a special exception is met for kidnapped children or children of divorced or separated parents.) Refer to the Form 8862 instructions instructions for further information.
Is the child a resident of the U.S. because the child meets the substantial presence test...?
If the child is a resident of the United States because they meet the substantial presence test and aren't otherwise treated as a nonresident alien, enter
1
. Otherwise, enter
2
. You must complete this field if Schedule 8812, Part I is required for the child and to complete Form 8862, line 15.
Dates child lived in the United States
Enter the dates the child lived in the United States during the 3 most recent tax years.

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