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Returning Member
posted Nov 7, 2020 7:57:31 AM

Received IRS Notice CP11 for 8863 error

We have two children in college and claimed the American Opportunity credit on both kids on our 2019 tax return expecting a $500 refund.  This week we received a notice (CP11) from the IRS noting that there was an error on our 8863 and we owe the IRS $4000.  I called the IRS and was informed that they could not tell me why our 8863 was rejected, but offered to set up a payment plan or compromise payment.   I told the IRS agent on the phone that I wasn't interested in a compromise because we believe that the information on our 2019 return is correct.  He then transferred me to hyperspace.  Should I try to call back and speak with a different agent or mail them additional information regarding our filing?

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1 Replies
Level 15
Nov 7, 2020 8:30:45 AM

If you disagree read the notice ... many times they need backup proof of the expenses plus copies of the 1098-T.

 

https://www.irs.gov/individuals/understanding-your-cp11-notice