# Form 8862

URL: https://pdf.net/pdf-forms/tax-forms/form-8862
Category: Tax Forms
Attributes: Official IRS form, Filled annually, Trusted by accountants

Form 8862 is a document attached to the tax return to claim certain credits after a disallowance or reduction that has not been caused by a mathematical or clerical error.

Select our fillable Form 8862 from the PDF Tax Forms hub, enter the required information into the empty fields, and download the document on your device.

## Versions

- 2025 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/5a6f04f81483210095347d344b204c56d4d458a5.pdf)
- 2024 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/f1730e756e88dae69574a2af13f81573d0dd04be.pdf)

## How to Fill Out Form 8862?

Step 1: Open our fillable 8862 tax form.

Step 2: Enter the tax year for which you are filing the form and select the credit that applies.

Step 3: Only fill out information for the credit that applies, according to the Form 8862 instructions.

Step 4: Review the PDF IRS Form 8862 and attach it to Form 1040.

Step 5: Send the forms to the IRS.

## Facts

### What Is Form 8862?

Form 8862 is a document filed when taxpayers want to claim a specific credit after it’s been disallowed or redacted for a reason other than a clerical or math error. This applies to earned income credit (EIC), child tax credit (CTC), additional child tax credit (ACTC), credit for other dependents (ODC), and American opportunity credit (AOTC).

### Who Is Required to File Form 8862?

Form 8862 should be filed by taxpayers whose credit was disallowed or reduced, but now they meet all the requirements and want to claim it again.

### When Is Form 8862 Due for Submission?

Form 8862 is due for submission on the same date as your tax return: 15th April of each year. That’s because this form is attached to Form 1040 and filed along with it.

### What Are the Penalties for Not Submitting Form 8862?

There are no specific penalties for not submitting Form 8862, but the consequences are that the credit disallowance will continue, and you won’t be able to claim it on your tax return. This ban can last two years for reckless or intentional disregard of the rules or 10 years for attempted fraud.

### Where Do I File Form 8862?

You should file Form 8862 with the IRS at the same time as you file Form 1040. It’s possible to do so electronically or by sending a physical package to the IRS.

## Related forms

- [1040 Form](https://pdf.net/pdf-forms/tax-forms/1040-form)
- [Form 8863](https://pdf.net/pdf-forms/education-forms/form-8863)
- [Form 8962](https://pdf.net/pdf-forms/tax-forms/8962-form)
- [Form 1040-X](https://pdf.net/pdf-forms/tax-forms/form-1040-x)
- [Schedule A (Form 1040)](https://pdf.net/pdf-forms/tax-forms/schedule-a-form-1040)