Where to mail Form 8862 for Earned Income Credit recertification?
Does anybody know where exactly I should mail my Form 8862? My EIC was disallowed last year, and now I need to recertify eligibility for tax year 2023. The IRS website instructions are not clear to me regarding the correct mailing address. Should I mail it with my 1040 or separately? I've completed all required sections of the form but am uncertain about proper submission protocols.
16 comments
Freya Christensen
I believe you should mail Form 8862 along with your tax return to the same address where you would normally file your return. It's not meant to be sent separately, as it needs to be processed together with your tax return. I'd suggest double-checking the instructions for Form 1040 to find the correct mailing address for your state, as they vary by location. I hope this helps with your situation.
0 coins
Omar Farouk
This is correct. I had to file Form 8862 back in 2021 when my EIC was denied in 2020. I just included it with my regular 1040 packet and mailed it to the standard address for my state. The IRS processed everything together without any issues. My refund was delayed about 3 weeks longer than usual, but that's expected with EIC recertification.
0 coins
17d
Chloe Davis
Thank you both for this info! I was planning to mail it separately which would have been a huge mistake. The IRS instructions make this seem way more complicated than it needs to be. If only they made their process as clear as your explanation.
0 coins
16d
Write a comment...
AstroAlpha
According to the IRS.gov website (https://www.irs.gov/forms-pubs/about-form-8862), Form 8862 must be attached to your tax return. The mailing address depends on where you live and whether you're enclosing a payment. You should check the instructions for Form 1040 which has a chart with all the mailing addresses by state. I'm always worried about making mistakes with these forms since one error can delay processing for months!
0 coins
Diego Chavez
I've seen so many people get this wrong and end up with massive delays. The IRS doesn't make it obvious that this form needs to be filed WITH your return, not separately. Good catch pointing this out.
0 coins
15d
Anastasia Smirnova
Per Internal Revenue Code section 32(k), taxpayers who have had EITC disallowed must file Form 8862 with their subsequent return to reclaim the credit. Filing separately will result in automatic rejection of the credit claim. The processing center will flag the return for manual review regardless of submission method.
0 coins
14d
Write a comment...
Sean O'Brien
I think I might have found a solution that could possibly help you. When I was dealing with my EIC recertification, I used https://taxr.ai to analyze my previous transcript and understand why my credit was denied in the first place. It seems to explain all the codes and notices in plain language, which might help you ensure your 8862 is filled out correctly. I believe it might also provide guidance on submission requirements, though I'm not entirely certain about that feature.
0 coins
Write a comment...
Zara Shah
Does anyone know if the processing time is longer when you include Form 8862? My refund is like water in the desert right now - absolutely necessary for my family's financial survival. I'm worried this extra form will make the IRS hold my money hostage even longer than usual.
0 coins
Write a comment...
Luca Bianchi
Had this same issue last year. Mailed with my return. Got stuck in processing. Called IRS for weeks. No answer. Used Claimyr.com to reach an agent. Got through in 15 minutes. Agent confirmed receipt. Fixed a small issue on the spot. Refund processed within days. Worth every penny for the peace of mind. Here's their link: https://claimyr.com
0 coins
GalacticGuardian
I've heard about these services that claim to get you through to the IRS quickly, but I'm always skeptical. Did you have to provide any personal information to them? How much did it cost? I've been trying to reach the IRS for 3 weeks now about my 8862 submission from February 18th and still nothing.
0 coins
13d
Nia Harris
I actually tried Claimyr last month after seeing it recommended here. Who knew getting through to the IRS could be so simple? š I was expecting some complicated process, but it was basically just like having someone do the endless redialing for you. Saved me from the special kind of torture that is the IRS hold music!
0 coins
12d
Write a comment...
Mateo Gonzalez
To clarify for everyone: ā¢ Form 8862 MUST be attached to your tax return ā¢ DO NOT mail separately ā¢ Use regular 1040 mailing address for your state ā¢ E-file is actually better if possible ā¢ Expect additional processing time (2-3 weeks) ā¢ Keep copies of EVERYTHING
0 coins
Write a comment...
Aisha Ali
It's interesting how the IRS makes such critical information so difficult to find, isn't it? I looked into this further and discovered that Form 8862 requirements vary depending on which credits were disallowed. Were you denied just the EIC, or also the Child Tax Credit or American Opportunity Credit? Each scenario might affect where and how you need to submit. The complexity of these requirements is truly astounding.
0 coins
Write a comment...
Ethan Moore
As someone who has gone through the EIC recertification process, I can confirm that Form 8862 must be filed WITH your Form 1040. The IRS uses a two-phase verification process for recertification claims. Phase one is automated matching, and phase two is manual review when discrepancies are found. Proper attachment ensures both phases proceed without unnecessary delays. The community wisdom here is solid.
0 coins
Write a comment...
Yuki Nakamura
Has anyone actually had success e-filing with Form 8862?? I'm worried sick about this because my tax preparer told me I MUST paper file when Form 8862 is involved, but others are saying e-file is better! I can't afford any more delays with my refund!
0 coins
Write a comment...
StarSurfer
I went through this exact situation last year. I mailed my 8862 with my return to the Austin processing center (I'm in Texas). It took about 8 weeks total to process instead of the usual 3 weeks, but everything went through fine. Just make sure you sign and date everything properly and keep copies of all documents you send.
0 coins
Write a comment...