Eic Form PDF Details

Understanding the Schedule EIC (Earned Income Credit) Form is critical for those who are navigating their financial responsibilities during tax season, especially for families with qualifying children. This form, provided by the Department of the Treasury and the Internal Revenue Service (IRS), plays a crucial role in allowing individuals and families to claim the Earned Income Credit (EIC) on their tax returns, offering significant financial relief to those who qualify. Attached exclusively to Form 1040 or 1040-SR, the Schedule EIC requires detailed information about each qualifying child to ensure taxpayers accurately receive this credit. Before embarking on this process, it's vital to verify the eligibility criteria for both the taxpayer and the child involved, as errors or misrepresentations can lead to denial of the EIC and other potential penalties. Such criteria include age and residency requirements for the child, alongside the necessity of the child’s Social Security number matching the details on their Social Security card. Furthermore, the form cautions against claims for children who have not lived with the taxpayer for more than half the year and emphasizes the penalty risks for those erroneously applying for the credit. Therefore, a thorough comprehension of Schedule EIC not only facilitates rightful claims but also safeguards against inadvertent missteps in the complex process of tax filing.

QuestionAnswer
Form NameEic Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesschedule eic, earned income credit worksheet, form eic, eic table 2020 earned income credit

Form Preview Example

SCHEDULE EIC

(Form 1040)

Department of the Treasury Internal Revenue Service (99)

EARNED INCOME CREDIT

Qualifying Child Information

▶Complete and attach to Form 1040 or 1040-SR only if you have a qualifying child.

▶Go to www.irs.gov/ScheduleEIC for the latest information.

1040

◀

. . . . . . . . .

 

1040-SR

 

EIC

OMB No. 1545-0074

2020

Attachment Sequence No. 43

NAME(S) SHOWN ON RETURN

Your social security number

Before you begin:

• See the instructions for Form 1040 or 1040-SR, line 27, to make sure that (a) you can take the EIC, and (b)

you have a qualifying child.

 

 

• Be sure the child’s name on line 1 and social security number (SSN) on line 2 agree with the child’s social security card.

 

Otherwise, at the time we process your return, we may reduce or disallow your EIC. If the name or SSN on the child’s

 

social security card is not correct, call the Social Security Administration at 1-800-772-1213.

 

 

▲

• You can't claim the EIC for a child who didn't live with you for more than half of the year.

!

• If you take the EIC even though you are not eligible, you may not be allowed to take the credit for up to 10 years. See the instructions for details.

CAUTION • It will take us longer to process your return and issue your refund if you do not fill in all lines that apply for each qualifying child.

Qualifying Child Information

 

 

 

Child 1

 

 

 

Child 2

 

 

 

Child 3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Child’s name

 

First name

 

 

 

 

Last name

 

First name

 

 

 

 

Last name

 

First name

 

 

 

 

Last name

 

 

If you have more than three qualifying

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

children, you have to list only three to get

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

the maximum credit.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

Child’s SSN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The child must have an SSN as defined in

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

the instructions for Form 1040 or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1040-SR, line 27, unless the child was

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

born and died in 2020. If your child was

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

born and died in 2020 and did not have an

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SSN, enter “Died” on this line and attach a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

copy of the child’s birth certificate, death

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

certificate, or hospital medical records

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

showing a live birth.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3 Child’s year of birth

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Year

 

 

 

 

 

 

 

 

 

Year

 

 

 

 

 

 

 

 

 

Year

 

 

 

 

 

 

 

 

 

 

 

 

If born after 2001 AND the child is

If born after 2001 AND the child is

If born after 2001 AND the child is

 

 

 

younger than you (or your spouse, if

younger than you (or your spouse, if

younger than you (or your spouse, if

 

 

 

filing jointly), skip lines 4a and 4b;

filing jointly), skip lines 4a and 4b;

filing jointly), skip lines 4a and 4b;

 

 

 

go to line 5.

 

 

 

 

 

 

 

 

go to line 5.

 

 

 

 

 

 

 

 

go to line 5.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4 a Was the child under age 24 at the end of

 

 

Yes.

 

 

 

 

No.

 

 

Yes.

 

 

 

 

No.

 

 

Yes.

 

 

 

 

No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2020, a student, and younger than you (or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

your spouse, if filing jointly)?

 

GO TO

 

 

GO TO LINE 4B.

 

GO TO

 

 

GO TO LINE 4B.

 

GO TO

 

 

GO TO LINE 4B.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LINE 5.

 

 

 

 

 

 

 

 

 

LINE 5.

 

 

 

 

 

 

 

 

 

LINE 5.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b Was the child permanently and totally

 

 

Yes.

 

 

 

 

No.

 

 

Yes.

 

 

 

 

No.

 

 

Yes.

 

 

 

 

No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

disabled during any part of 2020?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GO TO

 

The child is not a

 

GO TO

 

The child is not a

 

GO TO

 

The child is not a

 

 

 

 

LINE 5.

 

qualifying child.

 

LINE 5.

 

qualifying child.

 

LINE 5.

 

qualifying child.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5 Child’s relationship to you

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(for example, son, daughter, grandchild,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

niece, nephew, eligible foster child, etc.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6 Number of months child lived

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

with you in the United States

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

during 2020

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

• If the child lived with you for more than

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

half of 2020 but less than 7 months,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

enter “7.”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

• If the child was born or died in 2020 and

 

 

 

 

 

 

 

 

months

 

 

 

 

 

 

 

 

months

 

 

 

 

 

 

 

 

months

 

 

your home was the child’s home for more

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do not enter more than 12

Do not enter more than 12

Do not enter more than 12

 

 

than half the time he or she was alive

 

 

months.

 

 

 

 

 

 

 

 

months.

 

 

 

 

 

 

 

 

months.

 

 

 

 

 

 

 

 

 

 

during 2020, enter “12.”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For Paperwork Reduction Act Notice, see your tax

Cat. No. 13339M

Schedule EIC (Form 1040) 2020

return instructions.

 

 

Schedule EIC (Form 1040) 2020

Page 2

Purpose of Schedule

After you have figured your earned income credit (EIC), use Schedule EIC to give the IRS information about your qualifying child(ren).

To figure the amount of your credit or to have the IRS figure it for you, see the instructions for Form 1040 or 1040-SR, line 27.

Taking the EIC when not eligible. If you take the EIC even though you are not eligible and it is determined that your error is due to reckless or intentional disregard of the

EIC rules, you will not be allowed to take the credit for 2 years even if you are otherwise eligible to do so. If you fraudulently take the EIC, you will not be allowed to take the credit for 10 years. You may also have to pay penalties.

Future developments. For the latest information about developments related to Schedule EIC (Form 1040 or 1040-SR) and its instructions, such as legislation enacted after they were published, go to www.irs.gov/ ScheduleEIC.

TIP

You may also be able to take the additional child tax credit if your child was your dependent and under age 17 at the end of 2020.

For more details, see the instructions for line 28 of Form 1040 or 1040-SR.

 

Qualifying Child

A qualifying child for the EIC is a child who is your . . .

Son, daughter, stepchild, eligible foster child, brother, sister, stepbrother, stepsister, half brother, half sister, or

a descendant of any of them (for example, your grandchild, niece, or nephew)

AND

▼

was . . .

Under age 19 at the end of 2020 and younger than you (or your spouse, if filing jointly)

or

Under age 24 at the end of 2020, a student, and younger than you (or your spouse, if filing jointly)

or

Any age and permanently and totally disabled

AND

▼

Who is not filing a joint return for 2020

or is filing a joint return for 2020 only to claim

a refund of withheld income tax or estimated tax paid

AND

▼

Who lived with you in the United States for more than half

of 2020.

▲!

CAUTION

TIP

You can't claim the EIC for a child who didn't live with you for more than half of the year, even if you paid most of the child's living expenses. The IRS may ask you for documents to show you lived with each qualifying child. Documents you might want to keep for this purpose include school and child care records and other records that show your child's address.

If the child didn't live with you for more than half of the year because of a temporary absence, birth, death, or kidnapping, see Exception to time lived with you in the instructions for Form 1040 or 1040-SR, line 27.

▲!

CAUTION

If the child was married or meets the conditions to be a qualifying child of another person (other than your spouse, if filing a joint return), special rules apply. For details, see Married child or Qualifying child of more than one person in the instructions for Form 1040 or 1040-SR, line 27.

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