EF message 5758 is generating in this 1040 return. How can this message be resolved? When is Form 8862 needed?
EF message 5758 states:
INCOMPLETE DATA ENTRY: This return contains EIC, CTC, or AOTC and on line 7a of screen 8867 the question pertaining to completing the required recertification forms was answered "Yes." Form 8862, Information to Claim Certain Refundable Credits After Disallowance, must be filed with the return.
Return to data entry and either remove the "Yes" answer from question 7a of screen 8867 - - if form 8862 is not required - - or complete screen 8862.
This message occurs when question 7a on screen 8867 is answered 'Yes,' but no Form 8862 has been entered into the return.
To resolve the message:
- If Form 8862 is unnecessary, uncheck the 'Yes" box on line 7a, and leave the question blank,
- If Form 8862 is required, open screen 8862, and complete the necessary information.
The taxpayer may be required to include Form 8862 Information to Claim Earned Income Credit after Disallowance on the next tax return in order to qualify for EIC when the IRS had previously denied or reduced the taxpayer's EIC claim for any other reason than a math or clerical error.
See Publication 596 Earned Income Credit (EIC), for more information about disallowance and Form 8862.