Skip to main content
Level 3
February 22, 2026

Form 8862 is being populated inside of 2025 return, why?

  • February 22, 2026
  • 1 reply
  • 4 views

Taxpayer went from being a dependent / student in 2024 to a single taxpayer with college tuition expenses in 2025. In 2024 I prepared parents tax returns showing this taxpayer as a dependent but due to income limits, parents didn't qualify for the AOTC credit. I've completed the 2025 form 8862 just to complied but haven't E-File the return yet. Can any one shed some light on this issue.

Thanks

    1 reply

    Level 4
    February 23, 2026

    The  kiddie tax seems  to have been tweeked  by IRS since  last yr 

     

    Is your client under  age of 24 ?      w unearned income in excess ?

     

     

    good luck  .    my 23 yr similar situation        non dependent ran into this issu

    FrancoAuthor
    Level 3
    February 23, 2026

    Thanks, Yes, taxpayer is age 22, graduated college in May 2025, immediately employed

    earned $50K W-2 .