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8862 h&r block Form: What You Should Know
You claim the EIC in your tax return (or any supporting documentation) and your taxpayer identification number does not match the taxpayer identification number in your filing statement (i.e., if your CIT number is 735, submit Form 8862). You claim the CTC/ROTC/ACT/ODC, or ATC in your tax return (or supporting documentation) and you provided tax-exempt status to qualified retirement plans and/or qualified education savings program(s). Furthermore, you claim either the EIC or the CTC/ROTC/ACT/ODC, or the ATC in your tax return (or supporting documentation) and your taxpayer identification number does not match the taxpayer identification number in your filing statement (i.e., if your CIT number is 745, submit Form 8862). If the required documents are not available for you to fill out, you must sign a paper document stating that you do not meet the requirements for filing the forms, and you did not provide a qualified retirement plan or qualified education savings program(s). Supporting documentation and proof of qualifying income, such as SSN, Social Security number, income tax returns, W-2s, income tax withholding, W-2G returns for your qualifying account, and the names of relevant tax preparers are available on Schedule C, Form 1040. In addition, you'll need your Social Security number, so if you provide the wrong number, you can check your other tax returns using SSA to confirm your address and date of birth. Reclaiming the EIC, CTC/ROTC/ACT/ODC, or ATC — IRS Use Form 8859 to reclaim the EIC, CTC/ROTC/ACT/ODC, or ATC. Include all documents from the form to prove both of the following: Reclaiming the EIC, CTC/ROTC/ACT/ODC, or ATC, your required documents. Receiving the required amount of tax-free income. You must return Form 8859 to the IRS office that processed your original Form 8862 to receive your entitlement.
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