8862

Information To Claim Certain Credits After Disallowance (Chinese Traditional 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-t): Traditional Chinese Version, Claiming Credits After Disallowance

Form 8862 (zh-t) is the Chinese (Traditional) version of Form 8862, Information To Claim Certain Credits After Disallowance, in its December 2022 revision. The questions, notes and part headings are in Traditional Chinese. The English edition is Form 8862, which the IRS now lists in a December 2025 revision.

This edition names six credits: 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). It says to complete it and attach it to the tax return when two things apply: one of these credits was earlier reduced or disallowed for any reason other than a math or clerical error, and the filer now wants to claim it and meets all of its requirements.

The form has five parts on four pages. It points to www.irs.gov/Form8862, marked as English, for instructions and the latest information. 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-t): Traditional Chinese Version, Claiming Credits After Disallowance, as printed by IRS

What's on Form 8862 (zh-t)

Part I: All Filers

Line 1 is the tax year the form is filed for, with 2022 as the printed example. Line 2 has three boxes: EIC, CTC (nonrefundable or refundable)/ACTC/ODC, and AOTC.

Part II: EIC, lines 3 and 4

Line 3 asks whether the only reason was misreported earned income or investment income. Line 4 asks whether the filer could be claimed as another taxpayer's qualifying child.

Part II, Sections A and B

Section A, lines 5 to 8, lists up to three Schedule EIC children with days lived in the United States and any birth or death date. Section B, lines 9 to 11, is for filers without a qualifying child.

Part III: CTC/RCTC/ACTC/ODC

Lines 12 and 13 list up to four children and four other dependents. Lines 14 to 17 ask Yes or No about living with the filer, qualifying child status, dependent status and U.S. citizenship, nationality or residence.

Part IV: AOTC

Line 18 lists up to three students as named on Form 8863. Line 19 asks whether each was an eligible student and whether the Hope Scholarship Credit or AOTC was claimed in any 4 earlier tax years.

Part V: Qualifying Child of More Than One Person

Lines 20 to 22 list each child who could also be another person's qualifying child, the addresses where the filer and child lived, and anyone other than a joint-return spouse or the filer's dependents who lived with the child more than half the year.

How to fill out Form 8862 (zh-t)

  1. 1

    Lines 1 and 2

    Enter the tax year the form is filed for, then check a box for each credit being claimed and complete only the matching parts: Part II for the EIC, Part III for the child credits and ODC, Part IV for the AOTC.

  2. 2

    Part II, lines 3 and 4

    The form says that after a Yes on line 3 the rest of Part II is left blank. It also says a Yes on line 4 means the EIC cannot be claimed.

  3. 3

    Section A or Section B

    With a qualifying child, enter the Schedule EIC children and the days each lived with the filer in the United States. The form says fewer than 183 days (184 in a leap year) rules out the EIC for that child. Without one, complete lines 9 to 11.

  4. 4

    Part III

    Enter each child and other dependent, then answer lines 14 to 17 for each one. The form says a No to any of those questions means the credit cannot be claimed for that person, and to attach a statement for more than four.

  5. 5

    Part IV

    Name each student as listed on Form 8863 and answer lines 19a and 19b. The form says a No on 19a or a Yes on 19b means no credit for that student.

  6. 6

    Part V

    Complete it when a child could also be another person's qualifying child: enter the address shared with each child and anyone else who lived with the child more than half the year. The form says a noncustodial parent entitled to claim the child does not complete Part V.

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Where it goes and which instructions apply

Attach to the tax return

The form says to attach it to the tax return. It carries Attachment Sequence No. 43A.

Instructions are in English

The form points to www.irs.gov/Form8862 and marks the link as English. The instructions posted there are revised 12/2025 and describe Parts I to IV only, so Part V of this edition has no matching section there.

More space

The instructions say to attach a statement to the end of the return with the filer's name and SSN (or ITIN), numbering each entry to match the line number on Form 8862.

IRS may ask for more

The last note on the form says the IRS may ask for additional information to verify eligibility for each credit.

One claimant per child

The form says only one person can treat a child as a qualifying child for the EIC and certain other child-related benefits, and points to Publication 501 to decide who.

Related forms

Who fills out Form 8862 (zh-t)?

  • Taxpayers whose credit was reduced or disallowed

    The form applies when the EIC, CTC/RCTC/ACTC/ODC or AOTC was earlier reduced or disallowed for any reason other than a math or clerical error.

  • Taxpayers claiming the credit again

    The second condition, in the form's words, is that the filer now wants to claim the credit that was reduced or disallowed and meets all of its requirements.

  • Filers who read Traditional Chinese

    The top asks for the name shown on the return and the social security number. Every question and note below it is in Traditional Chinese.

  • Joint filers

    Several lines also ask about the spouse on a joint return, such as the days the spouse's main home was in the United States and the spouse's age at year end.

  • Not a standalone filing

    The form says to attach it to the tax return. It is not sent to the IRS by itself.

An individual taxpayer completes it and attaches it to their own tax return, which goes to the IRS.

Official sources and the blank

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Questions about Form 8862

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

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

Which revision is this?

Rev. 12-2022, printed on every page. The English Form 8862 is listed in a December 2025 revision, so this edition is older and still has a Part V.

What is the RCTC?

The refundable child tax credit, named on this edition next to the CTC. The current instructions say the RCTC was only available for 2021.

Is Form 8862 (zh-t) sent to the IRS by itself?

No. The form says to attach it to the tax return on which the credit is claimed.

What if the EIC was cut only because income was misreported?

Line 3 covers that case. The form says to check Yes, leave the rest of Part II blank and attach the form to the return to claim the EIC.