SureFire should be calculating the EIC but is not
๐ SureFire should be calculating the EIC but is not
If your Earned Income Credit (EIC) is not calculating, this guide will help you check the key items that control whether EIC can be calculated.
โ ๏ธ Before You Begin
Before troubleshooting, please confirm the following:
- Main Info Sheet is completely filled out.
- The EIC box in the dependent information section is marked with an X.
- The correct birth date is entered for the child.
- The relationship is a qualified relationship (see the 1040 instructions).
๐ Step-by-Step Guide
Step 1: Review the EIC worksheet questions
Use this when you need to confirm what the EIC worksheet is asking.
Read the questions at the top of the EIC worksheet.
Step 2: Check Questions 11-17
Use this when you want to verify the worksheet calculations.
Check Questions 11-17. These questions calculate for you. The information on each question tells you if you can continue with the next question.
Step 3: If there are no qualifying children, verify age and birth date
Use this when the taxpayer does not have qualifying children.
If the taxpayer does not have qualifying children, make sure that you correctly entered the birth date on the Main Info Sheet and that the taxpayer is over age 25, but under age 65.
Step 4: Confirm Social Security Numbers (SSNs) and ITINs
Use this when EIC is not calculating due to eligibility requirements.
Does the taxpayer, spouse and/or qualifying children have valid social security numbers? If any of them have an ITIN they do not qualify for EIC.
Step 5: Verify the Schedule EIC โNoโ check box
Use this when the worksheet indicates the taxpayer does not qualify.
Is the question at the top of the Schedule EIC Form marked If the taxpayer seems to qualify for EIC, but does not, check here for "No""? If this box is marked EIC will not calculate.
โ Common Reasons EIC Wonโt Calculate
- The Main Info Sheet is not completely filled out, including the EIC box in dependent information marked with an X.
- The childโs birth date is incorrect.
- The relationship is not a qualified relationship (per the 1040 instructions).
- Questions 11-17 indicate you cannot continue.
- The taxpayer does not meet the age requirement when there are no qualifying children (over age 25, but under age 65).
- The taxpayer, spouse, and/or qualifying children do not have valid SSNs (or have an ITIN, which disqualifies them for EIC).
- The Schedule EIC โNoโ box is marked, which prevents EIC from calculating.
๐ Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form
Support Center