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CO online Form 8862: What You Should Know
EIC (if income is 600 or more) CTC/ROTC/ACT/ODC or ATC (if student) ACT Tax Credit or ROTC Reserve Credit (no income requirement) (for a student filing a married filing jointly return. ) If there was a prior year in which the taxpayer claimed EIC (or no credit if income is zero), then the taxpayer must file this form by the end of 2019. If there was a prior year in which the taxpayer claimed CTC/ROTC/ACT/ODC or ATC, then the taxpayer must file this form by the end of 2019. If the taxpayer claimed ACT Tax Credit or ROTC Reserve Credit (no income requirement), then the taxpayer must file this form by the end of 2023. Form 8862: Filing Form 8862 — IRS Form 8862: You must file and attach it to your tax return, and must include the following: The taxpayer's name, social security number, occupation, year of birth, the taxpayer's Social Security number, the taxpayer's date of birth, the number of the taxpayer's Social Security card, and the taxpayer's income reported for the year. The individual's income before adjustments and tax withheld or claimed from the taxpayer. The taxpayer's annual reported gross income for the year. A statement from the taxpayer or the taxpayer's attorney that the taxpayer is making a claim for the EIC, CTC or ACT and the taxpayer intends to file this form. The total income and deductions claimed for the year. If the taxpayer is a dependent of another individual or a married tax return filing jointly, the statement of allowance of tax-free income of the other individual or the statement to indicate, in the case of married taxpayers, the taxpayer's own income or the taxpayer's spouse's income should be attached to this return by filing it with the return of the taxpayer for the previous year. For married taxpayers filing separately, the statement of allowance of tax-free income on Form 5498 and Form 709 or Form 5038 should also be attached. For married taxpayers filing a separate return, the statement of allowance of tax-free income on Form 5498 must be attached. Please note, that Form 8862, “Lifetime Incentive Credit (LIC), cannot be claimed by the unmarried taxpayers except through the filing of a joint return.
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