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IRSExempt Organizations & Benefit Plans (5000 Series)

Official form guide

Form 5405: 5405

IRS Form 5405 is used to claim a refund of any advance Child Tax Credit (ACTC) payments you received that exceed the credit you qualify for on your 2021 return. File it with your 2021 Form 1040 when the ACTC amount is higher than your final credit.

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Form Overview

IRS Form 5405 - 5405

IRS Form 5405 is used to claim a refund of any advance Child Tax Credit (ACTC) payments you received that exceed the credit you qualify for on your 2021 return. File it with your 2021 Form 1040 when the ACTC amount is higher than your final credit.

It captures the total ACTC advance received, the

Risk Radar

Scan points
  • 1An unclaimed over‑payment can trigger a future penalty audit.
  • 2Using the wrong year’s ACTC amounts
  • 3Leaving Part I totals blank
  • 4Mismatching the refund amount on Form 1040
  • 5Signing the form incorrectly

Plain English

If you got monthly child‑tax checks during 2021 and later discover you weren’t entitled to the full amount, this form lets the IRS give you the excess back. It’s a simple worksheet that tallies the over‑payment and adds{or subtracts} it

Submission Date

  • Filing date: 2024-11-13 22:10:24
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

paymentexceedfinal

Hover a term to preview the meaning.

What this form is for

  • Use when ACTC advance payments exceed your final credit.
  • Do not use if you never received ACTC advances.
  • Check Form 1040 Schedule 3 if you need to report other credits.

Form selector

Use this form or another form?

You only received the Child Tax Credit, not ACTC

Credit is reported directly on the schedule

✓ Verify credit type before filing

Form 1040 Schedule 3

You are filing an amended 2021 return

Refund of ACTC may be claimed on the amendment

✓ Ensure original Form 5405 was attached

Form 1040‑X

Deadline or filing window

Form 5405 must be filed with your 2021 return, typically by April 15, 2022, or by the extended filing deadline you received. No separate deadline exists beyond the 2021 filing window.

  • —Total ACTC advances received | Sum of monthly payments | Over‑payment amount | Verify against Form 1040 credit line

Checklist

What you need before filling it out

1

Part I total

Payment statements from the IRS · 2021 ACTC advance letters

⚠ Often omitted or mis‑added✕ High
2

Line 28 of Form 1040

Calculated refund amount · Worksheet from Form 5405

⚠ Mismatch causes rejection✕ Medium
3

Signature block

Taxpayer’s signature · Physical signature

⚠ Missing or illegible signature✕ High
4

Mailing address

IRS address for 2021 returns · IRS Publication 17

⚠ Using outdated address leads to delay✕ Medium

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 5405 is still active for the 2021 tax year. No newer edition has been released after the 2021 filing season.

What changed or needs a fresh check

  • Edition date: 2021 (no later edition)
  • Fee: none
  • Mailing address: same as where you file Form 1040 for 2021
  • Signature line: must be signed by the taxpayer
  • Paper filing only; not accepted electronically as a separate form

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Quick Facts

Taxpayers who received ACTC advance payments for 2021 and whose final credit is lower than the total advance received file this form with their 2021 return.
It captures the total ACTC advance received, the
By the last day of the 7th month after the plan year ends (typically July 31 for calendar-year plans).
Attach Form 5405 to your 2021 Form 1040
If the over‑payment is not reported, the IRS will treat it as an under‑payment and may assess penalties or interest later.
Gather your 2021 ACTC payment statements. Total the advance amounts. Complete Part I of Form 5405 with the sum and compare it to the credit calculated on Form 1040. Enter the difference as a refund on line 28 of Form 1040 and attach the completed Form 5405.

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Source transparency

Copyright & Licensing - US Government Forms

Independent guide

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Verify current license terms with the source agency before reuse outside this platform.

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