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IRSCredits & Incentives (8800/8900 Series)

Official form guide

Form 8862-SP: 8862 (sp)

Form 8862‑SP is the Spanish‑language version of IRS Form 8862. It is used to request reinstatement of the Earned Income Credit (EIC), Child Tax Credit, Additional Child Tax Credit, American Opportunity Credit, or Lifetime Learning Credit after a prior year’s credit was denied. File it with the return that first claims the credit again.

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Form Overview

IRS Form 8862-SP - 8862 (sp)

Form 8862‑SP is the Spanish‑language version of IRS Form 8862. It is used to request reinstatement of the Earned Income Credit (EIC), Child Tax Credit, Additional Child Tax Credit, American Opportunity Credit, or Lifetime Learning Credit after a prior year’s credit was denied. File it with the return that first claims the credit again.

It captures the taxpayer’s name, SSN, filing status, reason for the prior denial, and current year income, qualifying children, and education expenses.

Risk Radar

Scan points
  • 1A single typo can cause the credit to be rejected again.
  • 2Incorrect SSN or name mismatch
  • 3Leaving the reason‑for‑disallowance box blank
  • 4Not reporting all qualifying children
  • 5Mismatched income figures between the form and the return

Plain English

If the IRS once said you couldn’t get a credit like the Earned Income Credit, you must fill out this form to prove you now qualify. The form tells the IRS why the earlier denial should be overturned and lists the income and family details they need to see.

Submission Date

  • Filing date: 2026-01-13 18:10:35
  • 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

opportunityfamilyincome

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What this form is for

  • Use when a previously denied EIC or related credit is being claimed again.
  • Do not use if the credit was never denied.
  • Check Form 8862 (English) if you file in English or need a bilingual copy.

Form selector

Use this form or another form?

Denied EIC but filing in English

Same data required, English version

✓ Verify language preference

Form 8862

Denied credit for a prior year but filing an amended return

Amendment must include the form

✓ Attach both

Form 1040X + Form 8862

Deadline or filing window

The form must be filed with the first return that claims the credit after the denial. That return follows the regular filing deadline (usually April 15) or the extended deadline if you filed Form 4868. No separate deadline exists for the form itself.

  • —Adjusted Gross Income | AGI from Form 1040 line 11 | AGI for credit eligibility | Verify AGI matches the return

Checklist

What you need before filling it out

1

Taxpayer name/SSN

Social Security card or ITIN letter · Tax return header

⚠ Misspelled name or transposed SSN✕ High
2

Reason for prior denial

IRS denial notice · Notice copy

⚠ Leaving blank or selecting wrong reason✕ Medium
3

Qualifying children

Birth certificates, school records · Child’s name/SSN on return

⚠ Omitted child or wrong DOB✕ High
4

Education expenses

Form 1098‑T · Tuition paid amount

⚠ Forgetting to include scholarships✕ Medium

Before you submit

  1. 1Form 8862‑SP is the correct language version for your filing.
  2. 2All names and SSNs match the tax return.
  3. 3Reason for prior denial is entered exactly as on the IRS notice.
  4. 4Current‑year income figures match the AGI on Form 1040.
  5. 5All qualifying children are listed with correct ages and relationship.
  6. 6Education expense amounts are taken from Form 1098‑T.
  7. 7Signature(s) are present and dated.
  8. 8Form is attached to the front of the tax return.
  9. 9Mailing address matches the state‑specific address in the instructions.
  10. 10If e‑filing, the software confirms inclusion of Form 8862‑SP.

How to file this form

  1. 1Download the latest Form 8862‑SP PDF from IRS.gov.
  2. 2Print on plain white 8.5" × 11" paper.
  3. 3Complete the form by hand or type in a PDF editor.
  4. 4Attach the form to the top of your paper return.
  5. 5If e‑filing, upload the scanned form as instructed by your software.
  6. 6Mail to the address listed for your state, or submit electronically.
  7. 7Retain a copy of the completed form with your records.

Known limitations

  1. 1The form does not calculate credit eligibility; you must reference the EIC tables.
  2. 2IRS instructions may change year‑to‑year; always verify the edition date.
  3. 3Only one Form 8862‑SP can be attached per tax return.
  4. 4The form does not replace the need for a correct Form 1040.

Field map

Compact field-by-field guide

6 fields

Entity Info

1 items

Taxpayer Name and TIN

Name and taxpayer ID of the entity claiming the credit.

Requiredtext

Credit Info

1 items

Credit Type

Type of credit or incentive being claimed.

Requiredselect

Calculation

2 items

Qualifying Amount

The base amount used to calculate the credit.

Requiredamount
Credit Amount

Calculated credit amount after applying formulas and limitations.

Requiredamount

Certification

1 items

Supporting Information

Detailed breakdown supporting the credit calculation.

text

Signatures

1 items

Signature

Sign and date the form.

Requiredsignature
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Current form status
IRS

Form 8862‑SP is active for tax years 2022 onward. The IRS updates the Spanish language version each year; verify the edition date on the PDF.

What changed or needs a fresh check

  • Edition date – confirm the PDF shows the current tax year
  • Fee – no filing fee for Form 8862‑SP
  • Mailing address – use the address for your state in the instructions
  • Electronic filing – supported only through approved tax‑software
  • Signature – must be signed by the taxpayer (or spouse if filing jointly)
  • Paper size – use standard 8.5" × 11" paper

Form Preview

Form 8862-SP page 1

Page 1

Form 8862-SP page 2

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Quick Facts

Taxpayers whose EIC, CTC, AOTC, or LLTC was disallowed in a previous year and who now meet the eligibility rules.
It captures the taxpayer’s name, SSN, filing status, reason for the prior denial, and current year income, qualifying children, and education expenses.
Attach the form to the first return that claims the credit after the denial. The return is due the regular filing deadline (typically April 15) unless an extension is filed.
Mail the completed form with the tax return to the address listed in the Form 8862 instructions for your state, or submit electronically if using approved tax‑software that supports Form 8862‑SP.
Errors or missing information cause the credit to be denied again, delaying any refund and possibly triggering penalties for filing an incorrect return.
1. Review the denial notice to identify the specific credit and reason for disallowance. 2. Gather current‑year W‑2s, 1099s, and records of qualifying children or education expenses. 3. Complete each section of Form 8862‑SP, matching the numbers to your tax return. 4. Attach the form to your return and file by the deadline.

Downloads

Blank Form 8862-SP↗Instructions↗

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After you file

  1. 1Keep the signed copy of Form 8862‑SP with your tax file.
  2. 2Track the mailing date and obtain a delivery receipt if mailed.
  3. 3Monitor IRS account for credit acceptance or additional notices.
  4. 4If the credit is denied again, review the new denial notice for next steps.
  5. 5Update your records if any qualifying child information changes.
  6. 6Store all supporting documents (W‑2s, 1098‑T, birth certificates) for at least three years.

Sources

  • SRCIRS Form 8862 instructionspurpose and eligibility
  • SRCIRS Form 8862‑SP PDFSpanish language version
  • SRCIRS Publication 596Earned Income Credit rules
  • SRCIRS filing deadline rulesApril 15 and extensions
  • SRCIRS address list for paper filingsstate‑specific mailing addresses
  • SRCIRS e‑file guidelinessoftware support for Form 8862
  • SRCIRS Notice of Disallowancetypical reasons listed

Common confusion points

Spanish vs. English version

Users think they can mix languages

→ Use the version that matches the language of the rest of the return

Reason for denial box

Multiple reasons listed on notice

→ Choose the primary reason that matches the notice

Filing with an amended return

Some think Form 8862 isn’t needed

→ Attach Form 8862 to the 1040X if the credit is being reclaimed

Electronic vs. paper submission

Not all software supports the SP version

→ Confirm software capability before starting

Signature requirement

Assuming spouse signature isn’t needed for joint return

→ Both spouses must sign if filing jointly

Workflow map

Related forms and next steps

5 signals

Before

Form 1040 or 1040‑SR – base return

Current

8862-SP

After

Schedule EIC – calculates Earned Income Credit amountSchedule 8812 – calculates Child Tax Credit amount

Often used with

Form 8862‑SP – reinstates denied credit

⚠ If something goes wrong

  • IRS Notice CP2000 – may trigger another Form 8862 filing

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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.
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