Generating individual Form 8862 for Earned Income Credit (EIC) after disallowance in ProConnect Tax

You can generate Form 8862, Information To Claim Certain Credits After Disallowance, in the Individual module of ProConnect Tax using the Miscellaneous Forms screen.

Follow these steps to generate Form 8862:

1. Go to the Input Return tab.
2. On the left-side menu, select Miscellaneous Forms.
3. Click on EIC/CTC/AOC After Disallowances (8862).
4. Enter the appropriate number in Qualifying children: 1=one, 2=two, 3=three, 4=none (mandatory for EIC claim).
5. Complete any other applicable information on this screen.

Refer to IRS Pub. 596 for more information on when to use Form 8862.

Related topics

• Understanding informational diagnostic ref. 18348 - Earned Income Credit (EIC) due diligence
• Generating the Earned Income Credit in ProConnect Tax