8862

Information To Claim Certain Credits After Disallowance (Chinese Simplified Version)

Agency
IRS
Revision
Rev. 12-2022
Fillable fields
137
Pages
4
Official source
IRS form page
Checked
October 21, 2026
Fill 8862 online
Page 1 of form 8862

Form 8862 (zh-s): Simplified Chinese Version, Claiming Credits After Disallowance

Form 8862 (zh-s) is the Chinese (Simplified) version of Form 8862, Information To Claim Certain Credits After Disallowance. It is the December 2022 revision, and every question, note and part heading is in Simplified Chinese. The English edition is Form 8862, which the IRS now lists in a December 2025 revision. A Traditional Chinese version is Form 8862 (zh-t).

The title lists the credits it covers: the earned income credit (EIC), child tax credit (CTC), refundable child tax credit (RCTC), additional child tax credit (ACTC), credit for other dependents (ODC) and American opportunity tax credit (AOTC). The form says it is completed and attached to the tax return when both of these apply: one of those credits was earlier reduced or rejected for a reason other than a math error or clerical error, and the filer now wants to claim it and meets every requirement for it.

There are five parts on four pages. For instructions and the latest information, the form points to www.irs.gov/Form8862 and notes that the page is in English. The PDF can be filled out free in the browser on this page and downloaded without an account.

Top of page 1 of Form 8862 (zh-s): Simplified Chinese Version, Claiming Credits After Disallowance, as printed by IRS

What's on Form 8862 (zh-s)

Part I: all filers

Line 1 asks for the tax year the form is filed for, with 2022 as the example. Line 2 has a box for the EIC, one for the CTC (nonrefundable or refundable)/ACTC/ODC and one for the AOTC.

Part II: earned income credit

Lines 3 and 4 screen the claim. Section A, lines 5 to 8, covers up to three qualifying children from Schedule EIC. Section B, lines 9 to 11, covers filers with no qualifying child: days in the United States, age and dependent status.

Part III: child credits and ODC

Line 12 names up to four children for the CTC/RCTC/ACTC and line 13 up to four other dependents for the ODC. Lines 14 to 17 are Yes or No grids for each person.

Part IV: American opportunity credit

Up to three students named as on Form 8863, then whether each was an eligible AOTC student and whether the Hope Scholarship Credit or AOTC was claimed in any four earlier tax years.

Part V: child of more than one person

Lines 20 to 22 are for a child who could also be another person's qualifying child: the child's name, the address shared during the year and other people who lived with the child more than half the year.

How to fill out Form 8862 (zh-s)

  1. 1

    Pick the credits

    On line 1 enter the tax year you are filing the form for. On line 2 check each credit you are claiming, then fill in only the parts the boxes point to.

  2. 2

    Screen the EIC on lines 3 and 4

    If the only problem was misreported earned income or investment income, check Yes on line 3, skip the rest of Part II and attach the form. The form says a Yes on line 4 means no EIC.

  3. 3

    Children or no children

    Section A asks for the names from Schedule EIC, days each child lived with you in the United States and any birth or death date. Section B asks for your days in the United States, ages and dependent status. Under 183 days (184 in a leap year) ends the EIC claim, the form says.

  4. 4

    Answer each grid in Part III

    Answer lines 14 to 17 for every child and other dependent. A No on any of them means that person cannot be claimed, the form says. More than four people go on an attached statement.

  5. 5

    Students and shared children

    In Part IV, answer lines 19a and 19b for each student. In Part V, give the address for each child, or check the box when it is the same as child 1, and attach a list if you lived at more than one address with the child.

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Attaching it and finding the instructions

Goes with the tax return

The heading says to attach it to the tax return. Its attachment sequence number is 43A.

English instructions

The form sends readers to www.irs.gov/Form8862, noted as English. The instructions there are revised 12/2025 for the newer English form and cover Parts I to IV only, with no section for this edition's Part V.

Extra pages

The instructions say a statement attached to the end of the return holds overflow entries. It shows the filer's name and SSN (or ITIN), with each entry numbered to the Form 8862 line.

Proof may be requested

A note at the end says the IRS may ask for extra information to check eligibility for each credit.

Who can claim a shared child

The form says to see Publication 501 on qualifying children of more than one person to work out who can treat the child as a qualifying child for the EIC and the CTC/RCTC/ACTC.

Related forms

Who fills out Form 8862 (zh-s)?

  • Filers who read Simplified Chinese

    The first line asks for the name shown on the tax return and the social security number, and the rest of the form is in Simplified Chinese.

  • After a reduced or rejected credit

    The form is for a filer whose EIC, CTC/RCTC/ACTC/ODC or AOTC was cut or rejected earlier for any reason other than a math error or clerical error.

  • Filers who now meet the requirements

    The form also needs the filer to want the credit back now and to meet all of the requirements for that credit.

  • Military members abroad

    A note under line 9b tells military personnel stationed outside the United States during the year on line 1 to see the instructions before answering.

  • Not filed alone

    The form is an attachment. It says to attach it to the tax return, so it is not mailed by itself.

An individual taxpayer fills it out and attaches it to their own tax return. The return, with the form, goes to the IRS.

Official sources and the blank

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Questions about Form 8862

What language is Form 8862 (zh-s) in?

Simplified Chinese. It is the IRS Chinese (Simplified) version of Form 8862. The English edition is Form 8862, and Form 8862 (zh-t) is the Traditional Chinese version.

Is this the current Form 8862?

It is the December 2022 revision (Rev. 12-2022). The IRS lists the English Form 8862 in a December 2025 revision, and this older edition still includes Part V.

What does RCTC mean on this form?

Refundable child tax credit. The current Instructions for Form 8862 note that the RCTC was only available for 2021.

Does Form 8862 (zh-s) get mailed separately?

No. It is attached to the tax return on which the credit is claimed.

What happens after a No in Part III?

The form says a No on question 14, 15, 16 or 17 means the CTC/RCTC/ACTC/ODC cannot be claimed for that child or other dependent.