Form 8862, Information To Claim Certain Credits Instructions
This form contains 137 fields organized into 18 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Child Tax Credit (ACTC) | ||
| topmostSubform[0].Page2[0].c2_13[0]_1 | CheckBox |
Check this box if you are claiming the Additional Child Tax Credit (ACTC) and your previous claim was disallowed.
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| topmostSubform[0].Page2[0].c2_13[1]_2 | CheckBox |
Check this box if you are not claiming the Additional Child Tax Credit (ACTC) and your previous claim was disallowed.
|
| topmostSubform[0].Page2[0].c2_19[0]_1 | CheckBox |
Check this box if you are claiming the Additional Child Tax Credit (ACTC) and it was previously disallowed.
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| topmostSubform[0].Page2[0].c2_19[1]_2 | CheckBox |
Check this box if you are not claiming the Additional Child Tax Credit (ACTC) and it was previously disallowed.
|
| topmostSubform[0].Page3[0].c3_2[1]_2 | CheckBox |
Check this box if you are claiming the Additional Child Tax Credit (ACTC) and it was previously disallowed.
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| topmostSubform[0].Page3[0].c3_5[1]_2 | CheckBox |
Check this box if you are claiming the Additional Child Tax Credit (ACTC) and it was previously disallowed.
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| Address Information | ||
| City or town, state, and ZIP code | Text |
Enter the city or town, state, and ZIP code for the address related to this form.
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| Number and street | Text |
Enter the number and street for the address related to this form.
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| City or town, state, and ZIP code | Text |
Enter the city or town, state, and ZIP code for the address related to this form.
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| Number and street | Text |
Enter the number and street for the address related to this form.
|
| City or town, state, and ZIP code | Text |
Enter the city or town, state, and ZIP code for the address related to this form.
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| Number and street | Text |
Enter the number and street for the address related to this form.
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| City or town, state, and ZIP code | Text |
Enter the city or town, state, and ZIP code for the address related to this form.
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| American Opportunity Tax Credit (AOTC) | ||
| topmostSubform[0].Page2[0].c2_15[0]_1 | CheckBox |
Check this box if you are claiming the American Opportunity Tax Credit (AOTC) and your previous claim was disallowed.
|
| topmostSubform[0].Page2[0].c2_15[1]_2 | CheckBox |
Check this box if you are not claiming the American Opportunity Tax Credit (AOTC) and your previous claim was disallowed.
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| topmostSubform[0].Page2[0].c2_21[0]_1 | CheckBox |
Check this box if you are claiming the American Opportunity Tax Credit (AOTC) and it was previously disallowed.
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| topmostSubform[0].Page2[0].c2_21[1]_2 | CheckBox |
Check this box if you are not claiming the American Opportunity Tax Credit (AOTC) and it was previously disallowed.
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| topmostSubform[0].Page3[0].c3_3[1]_2 | CheckBox |
Check this box if you are claiming the American Opportunity Tax Credit (AOTC) and it was previously disallowed.
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| topmostSubform[0].Page3[0].c3_6[1]_2 | CheckBox |
Check this box if you are claiming the American Opportunity Tax Credit (AOTC) and it was previously disallowed.
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| Child Information | ||
| topmostSubform[0].Page1[0].Child1_CombField[0].f1_07[0 | Text |
Enter the first three letters of the first child's last name.
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| topmostSubform[0].Page1[0].Child2_CombField[0].f1_08[0 | Text |
Enter the first three letters of the second child's last name.
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| topmostSubform[0].Page1[0].Child3_CombField[0].f1_09[0 | Text |
Enter the first three letters of the third child's last name.
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| topmostSubform[0].Page1[0].Child1_Birth_Ln8[0].f1_10[0 | Text |
Enter the month of birth for the first child (MM format).
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| topmostSubform[0].Page1[0].Child1_Birth_Ln8[0].f1_11[0 | Text |
Enter the day of birth for the first child (DD format).
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| topmostSubform[0].Page1[0].Child1_Death_Ln8[0].f1_12[0 | Text |
Enter the month of death for the first child, if applicable (MM format).
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| topmostSubform[0].Page1[0].Child1_Death_Ln8[0].f1_13[0 | Text |
Enter the day of death for the first child, if applicable (DD format).
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| topmostSubform[0].Page1[0].Child2_Birth_Ln8[0].f1_14[0 | Text |
Enter the month of birth for the second child (MM format).
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| topmostSubform[0].Page1[0].Child2_Birth_Ln8[0].f1_15[0 | Text |
Enter the birth year of the second child. Use a two-digit format (e.g., '05' for 2005).
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| topmostSubform[0].Page1[0].Child2_Death_Ln8[0].f1_16[0 | Text |
Enter the death year of the second child, if applicable. Use a two-digit format (e.g., '20' for 2020).
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| topmostSubform[0].Page1[0].Child2_Death_Ln8[0].f1_17[0 | Text |
Enter the death year of the second child, if applicable. Use a two-digit format (e.g., '20' for 2020).
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| topmostSubform[0].Page1[0].Child3_Birth_Ln8[0].f1_18[0 | Text |
Enter the birth year of the third child. Use a two-digit format (e.g., '05' for 2005).
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| topmostSubform[0].Page1[0].Child3_Birth_Ln8[0].f1_19[0 | Text |
Enter the birth year of the third child. Use a two-digit format (e.g., '05' for 2005).
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| topmostSubform[0].Page1[0].Child3_Death_Ln8[0].f1_20[0 | Text |
Enter the death year of the third child, if applicable. Use a two-digit format (e.g., '20' for 2020).
|
| topmostSubform[0].Page1[0].Child3_Death_Ln8[0].f1_21[0 | Text |
Enter the death year of the third child, if applicable. Use a two-digit format (e.g., '20' for 2020).
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| topmostSubform[0].Page2[0].Ln9a_CombField[0].f2_01[0 | Text |
Enter the number of months the child lived with you during the tax year. Use a two-digit format (e.g., '12' for the entire year).
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| topmostSubform[0].Page2[0].Ln9b_CombField[0].f2_02[0 | Text |
Enter the number of months the child lived with you during the tax year. Use a two-digit format (e.g., '12' for the entire year).
|
| Name | Text |
Enter the name of the first child for whom you are claiming a tax credit.
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| Relationship to Child 1 | Text |
Enter your relationship to the first child for whom you are claiming a tax credit (e.g., son, daughter, etc.).
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| topmostSubform[0].Page4[0].f4_03[0 | Text |
Enter the name of the second child for whom you are claiming a tax credit.
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| Relationship to Child 2 | Text |
Enter your relationship to the second child for whom you are claiming a tax credit (e.g., son, daughter, etc.).
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| Name | Text |
Enter the name of the third child for whom you are claiming a tax credit.
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| Relationship to Child 3 | Text |
Enter your relationship to the third child for whom you are claiming a tax credit (e.g., son, daughter, etc.).
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| Name | Text |
Enter the name of the fourth child for whom you are claiming a tax credit.
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| topmostSubform[0].Page4[0].f4_08[0 | Text |
Enter your relationship to the fourth child for whom you are claiming a tax credit (e.g., son, daughter, etc.).
|
| Child Tax Credit (CTC) | ||
| topmostSubform[0].Page2[0].c2_11[0]_1 | CheckBox |
Check this box if you are claiming the Child Tax Credit (CTC) and your previous claim was disallowed.
|
| topmostSubform[0].Page2[0].c2_11[1]_2 | CheckBox |
Check this box if you are not claiming the Child Tax Credit (CTC) and your previous claim was disallowed.
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| topmostSubform[0].Page2[0].c2_17[0]_1 | CheckBox |
Check this box if you are claiming the Child Tax Credit (CTC) and it was previously disallowed.
|
| topmostSubform[0].Page2[0].c2_17[1]_2 | CheckBox |
Check this box if you are not claiming the Child Tax Credit (CTC) and it was previously disallowed.
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| topmostSubform[0].Page3[0].c3_1[1]_2 | CheckBox |
Check this box if you are claiming the Child Tax Credit (CTC) and it was previously disallowed.
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| topmostSubform[0].Page3[0].c3_4[1]_2 | CheckBox |
Check this box if you are claiming the Child Tax Credit (CTC) and it was previously disallowed.
|
| Credit for Other Dependents (ODC) | ||
| topmostSubform[0].Page2[0].c2_14[0]_1 | CheckBox |
Check this box if you are claiming the Credit for Other Dependents (ODC) and your previous claim was disallowed.
|
| topmostSubform[0].Page2[0].c2_14[1]_2 | CheckBox |
Check this box if you are not claiming the Credit for Other Dependents (ODC) and your previous claim was disallowed.
|
| topmostSubform[0].Page2[0].c2_20[0]_1 | CheckBox |
Check this box if you are claiming the Credit for Other Dependents (ODC) and it was previously disallowed.
|
| topmostSubform[0].Page2[0].c2_20[1]_2 | CheckBox |
Check this box if you are not claiming the Credit for Other Dependents (ODC) and it was previously disallowed.
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| topmostSubform[0].Page3[0].c3_3[0]_1 | CheckBox |
Check this box if you are claiming the Credit for Other Dependents (ODC) and it was previously disallowed.
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| topmostSubform[0].Page3[0].c3_6[0]_1 | CheckBox |
Check this box if you are claiming the Credit for Other Dependents (ODC) and it was previously disallowed.
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| Credit Type Selection | ||
| topmostSubform[0].Page4[0].c4_1[0]_1 | CheckBox |
Check this box if you are claiming the Earned Income Credit (EIC).
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| topmostSubform[0].Page4[0].c4_1[1]_2 | CheckBox |
Check this box if you are claiming the Child Tax Credit (CTC).
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| topmostSubform[0].Page4[0].c4_2[0]_1 | CheckBox |
Check this box if you are claiming the Refundable Child Tax Credit (RCTC).
|
| topmostSubform[0].Page4[0].c4_3[0]_1 | CheckBox |
Check this box if you are claiming the Additional Child Tax Credit (ACTC).
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| topmostSubform[0].Page4[0].c4_4[0]_1 | CheckBox |
Check this box if you are claiming the Credit for Other Dependents (ODC).
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| Dependent Information | ||
| 5a Child 1 | Text |
Enter the name of your first child. This is required for claiming child-related tax credits.
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| Child 2 | Text |
Enter the name of your second child. This is required for claiming child-related tax credits.
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| C Child 3 | Text |
Enter the name of your third child. This is required for claiming child-related tax credits.
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| a Child 1 | Text |
Enter the name of your first child.
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| b Child 2 | Text |
Enter the name of your second child.
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| C Child 3 | Text |
Enter the name of your third child.
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| d Child 4 | Text |
Enter the name of your fourth child.
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| Other dependent 1 a | Text |
Enter the name of your first other dependent.
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| b Other dependent 2 | Text |
Enter the name of your second other dependent.
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| C Other dependent 3 | Text |
Enter the name of your third other dependent.
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| d Other dependent 4 | Text |
Enter the name of your fourth other dependent.
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| b Child 2 | Text |
Enter the details for Child 2. This may include name, date of birth, and other identifying information.
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| C Child 3 | Text |
Enter the details for Child 3. This may include name, date of birth, and other identifying information.
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| d Child 4 | Text |
Enter the details for Child 4. This may include name, date of birth, and other identifying information.
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| Earned Income Credit (EIC) | ||
| topmostSubform[0].Page2[0].c2_10[0]_1 | CheckBox |
Check this box if you are claiming the Earned Income Credit (EIC) and your previous claim was disallowed.
|
| topmostSubform[0].Page2[0].c2_10[1]_2 | CheckBox |
Check this box if you are not claiming the Earned Income Credit (EIC) and your previous claim was disallowed.
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| topmostSubform[0].Page2[0].c2_16[0]_1 | CheckBox |
Check this box if you are claiming the Earned Income Credit (EIC) and it was previously disallowed.
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| topmostSubform[0].Page2[0].c2_16[1]_2 | CheckBox |
Check this box if you are not claiming the Earned Income Credit (EIC) and it was previously disallowed.
|
| topmostSubform[0].Page3[0].c3_1[0]_1 | CheckBox |
Check this box if you are claiming the Earned Income Credit (EIC) and it was previously disallowed.
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| topmostSubform[0].Page3[0].c3_4[0]_1 | CheckBox |
Check this box if you are claiming the Earned Income Credit (EIC) and it was previously disallowed.
|
| Eligibility Confirmation | ||
| topmostSubform[0].Page2[0].c2_7[0]_1 | CheckBox |
Check this box if you meet the requirements to claim the Earned Income Credit (EIC) again.
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| topmostSubform[0].Page2[0].c2_7[1]_2 | CheckBox |
Check this box if you meet the requirements to claim the Child Tax Credit (CTC) again.
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| topmostSubform[0].Page2[0].c2_8[0]_1 | CheckBox |
Check this box if you meet the requirements to claim the Refundable Child Tax Credit (RCTC) again.
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| topmostSubform[0].Page2[0].c2_8[1]_2 | CheckBox |
Check this box if you meet the requirements to claim the Additional Child Tax Credit (ACTC) again.
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| topmostSubform[0].Page2[0].c2_9[0]_1 | CheckBox |
Check this box if you meet the requirements to claim the Credit for Other Dependents (ODC) again.
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| topmostSubform[0].Page2[0].c2_9[1]_2 | CheckBox |
Check this box if you meet the requirements to claim the American Opportunity Tax Credit (AOTC) again.
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| Eligibility Criteria | ||
| topmostSubform[0].Page2[0].c2_1[0]_1 | CheckBox |
Check this box if the condition specified in the form applies to you.
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| topmostSubform[0].Page2[0].c2_1[1]_2 | CheckBox |
Check this box if the condition specified in the form applies to you.
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| topmostSubform[0].Page2[0].c2_2[0]_1 | CheckBox |
Check this box if the condition specified in the form applies to you.
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| topmostSubform[0].Page2[0].c2_2[1]_2 | CheckBox |
Check this box if the condition specified in the form applies to you.
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| topmostSubform[0].Page2[0].c2_3[0]_1 | CheckBox |
Check this box if the condition specified in the form applies to you.
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| topmostSubform[0].Page2[0].c2_3[1]_2 | CheckBox |
Check this box if the condition specified in the form applies to you.
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| Form Details | ||
| topmostSubform[0].Page1[0].Line1_CombField[0].f1_03[0 | Text |
Provide the information required for Line 1. Refer to the form instructions for specific details.
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| topmostSubform[0].Page1[0].Checkbox1_ReadOrder[0].c1_1[0]_1 | CheckBox |
Check this box if it applies to your situation. Refer to the form instructions for specific details.
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| topmostSubform[0].Page1[0].Checkbox2_ReadOrder[0].c1_2[0]_1 | CheckBox |
Check this box if it applies to your situation. Refer to the form instructions for specific details.
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| topmostSubform[0].Page1[0].c1_3[0]_1 | CheckBox |
Check this box if it applies to your situation. Refer to the form instructions for specific details.
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| topmostSubform[0].Page1[0].c1_4[0]_1 | CheckBox |
Check this box if it applies to your situation. Refer to the form instructions for specific details.
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| topmostSubform[0].Page1[0].c1_4[1]_2 | CheckBox |
Check this box if it applies to your situation. Refer to the form instructions for specific details.
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| topmostSubform[0].Page1[0].c1_5[0]_1 | CheckBox |
Check this box if it applies to your situation. Refer to the form instructions for specific details.
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| topmostSubform[0].Page1[0].c1_5[1]_2 | CheckBox |
Check this box if it applies to your situation. Refer to the form instructions for specific details.
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| General Information | ||
| topmostSubform[0].Page3[0].f3_04[0 | Text |
Please enter the relevant information for this field. The exact details required are not specified.
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| topmostSubform[0].Page3[0].f3_08[0 | Text |
Please enter the relevant information for this field. The exact details required are not specified.
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| topmostSubform[0].Page3[0].c3_10[0]_1 | CheckBox |
Check this box if applicable. The exact condition for checking this box is not specified.
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| topmostSubform[0].Page3[0].c3_11[0]_1 | CheckBox |
Check this box if applicable. The exact condition for checking this box is not specified.
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| topmostSubform[0].Page3[0].c3_12[0]_1 | CheckBox |
Check this box if applicable. The exact condition for checking this box is not specified.
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| Personal Information | ||
| Name(s) shown on return | Text |
Enter the name(s) exactly as shown on your tax return.
|
| Your social security number | Text |
Enter your social security number. This should be a 9-digit number.
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| 10a Enter your age at the end of the year on line 1 | Text |
Enter your age at the end of the tax year. Use a two-digit format (e.g., '35' for 35 years old).
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| Refundable Child Tax Credit (RCTC) | ||
| topmostSubform[0].Page2[0].c2_12[0]_1 | CheckBox |
Check this box if you are claiming the Refundable Child Tax Credit (RCTC) and your previous claim was disallowed.
|
| topmostSubform[0].Page2[0].c2_12[1]_2 | CheckBox |
Check this box if you are not claiming the Refundable Child Tax Credit (RCTC) and your previous claim was disallowed.
|
| topmostSubform[0].Page2[0].c2_18[0]_1 | CheckBox |
Check this box if you are claiming the Refundable Child Tax Credit (RCTC) and it was previously disallowed.
|
| topmostSubform[0].Page2[0].c2_18[1]_2 | CheckBox |
Check this box if you are not claiming the Refundable Child Tax Credit (RCTC) and it was previously disallowed.
|
| topmostSubform[0].Page3[0].c3_2[0]_1 | CheckBox |
Check this box if you are claiming the Refundable Child Tax Credit (RCTC) and it was previously disallowed.
|
| topmostSubform[0].Page3[0].c3_5[0]_1 | CheckBox |
Check this box if you are claiming the Refundable Child Tax Credit (RCTC) and it was previously disallowed.
|
| Spouse Information | ||
| b Enter your spouse's age at the end of the year on line 1 | Text |
Enter the age of your spouse as of the end of the tax year.
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| Student Information | ||
| 18a Student 1 | Text |
Enter the name of the first student for whom you are claiming the American Opportunity Tax Credit (AOTC).
|
| b Student 2 | Text |
Enter the name of the second student for whom you are claiming the American Opportunity Tax Credit (AOTC).
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| topmostSubform[0].Page3[0].f3_03[0 | Text |
Enter the name of the third student for whom you are claiming the American Opportunity Tax Credit (AOTC).
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| Tax Credits | ||
| topmostSubform[0].Page1[0].c1_6[0]_1 | CheckBox |
Check this box if you are claiming the Earned Income Credit (EIC).
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| topmostSubform[0].Page1[0].c1_6[1]_2 | CheckBox |
Check this box if you are claiming the Child Tax Credit (CTC), Refundable Child Tax Credit (RCTC), Additional Child Tax Credit (ACTC), Credit for Other Dependents (ODC), or American Opportunity Tax Credit (AOTC).
|
| topmostSubform[0].Page2[0].c2_4[0]_1 | CheckBox |
Check this box if you are claiming the Earned Income Credit (EIC).
|
| topmostSubform[0].Page2[0].c2_4[1]_2 | CheckBox |
Check this box if you are claiming the Child Tax Credit (CTC).
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| topmostSubform[0].Page2[0].c2_5[0]_1 | CheckBox |
Check this box if you are claiming the Refundable Child Tax Credit (RCTC).
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| topmostSubform[0].Page2[0].c2_5[1]_2 | CheckBox |
Check this box if you are claiming the Additional Child Tax Credit (ACTC).
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| topmostSubform[0].Page2[0].c2_6[0]_1 | CheckBox |
Check this box if you are claiming the Credit for Other Dependents (ODC).
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| topmostSubform[0].Page2[0].c2_6[1]_2 | CheckBox |
Check this box if you are claiming the American Opportunity Tax Credit (AOTC).
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| topmostSubform[0].Page2[0].c2_22[0]_1 | CheckBox |
Check this box if you are claiming the Earned Income Credit (EIC).
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| topmostSubform[0].Page2[0].c2_22[1]_2 | CheckBox |
Check this box if you are claiming the Child Tax Credit (CTC).
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| topmostSubform[0].Page2[0].c2_23[0]_1 | CheckBox |
Check this box if you are claiming the Refundable Child Tax Credit (RCTC).
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| topmostSubform[0].Page2[0].c2_23[1]_2 | CheckBox |
Check this box if you are claiming the Additional Child Tax Credit (ACTC).
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| topmostSubform[0].Page2[0].c2_24[0]_1 | CheckBox |
Check this box if you are claiming the Credit for Other Dependents (ODC).
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| topmostSubform[0].Page2[0].c2_24[1]_2 | CheckBox |
Check this box if you are claiming the American Opportunity Tax Credit (AOTC).
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| topmostSubform[0].Page2[0].c2_25[0]_1 | CheckBox |
Check this box if you are claiming any other tax credits not listed above.
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| topmostSubform[0].Page2[0].c2_25[1]_2 | CheckBox |
Check this box if you are not claiming any tax credits.
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| topmostSubform[0].Page2[0].c2_26[0]_1 | CheckBox |
Check this box if you are claiming multiple tax credits.
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| topmostSubform[0].Page2[0].c2_26[1]_2 | CheckBox |
Check this box if you are not sure which tax credits you are claiming.
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