Rev. December 2023
This document provides instructions on how to complete Form 8862, which is used to claim various tax credits such as the Child Tax Credit (CTC), the Additional Child Tax Credit (ACTC), the Recovery Rebate Credit (RRC), and the Other Dependent Credit (ODC). It includes questions about the taxpayer's filing status, number of children, eligibility of children to be qualifying children for the credits, and residency status of the children and other dependents. The instructions also include cautionary statements regarding ineligibility and the need to complete additional forms if certain conditions are met.
Form 1045, Application for Tentative Refund, is used to apply for a refund or credit of overpaid taxes when a taxpayer's return has been processed but the final determination of the tax liability has not been made.
Any person, estate, or trust that has overpaid Federal income tax during the tax year can file Form 1045 to apply for a refund or credit of the excess amount.
Form 8862 is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.
The easiest way to fill Form 8862 online
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