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New Member
posted Jan 25, 2023 2:36:32 PM

Can not file simple return because the site says i have the Lifetime learning credit, but i did not qualify for this credit, it is set at zero in my deductions.

I have gone through the process of entering all my federal and state info, I only have one W-2 from an in state job, and one 1098-T form (which did not change my refund aount when it was entered) and i do not qualify for either the AOC or the LLC, but when i get to the end of the process, it says i do not qualify for the free version because i have the Lifetime Learning Credit (Which I Do Not Have). Why is it trying to force me into an upgrade that i do not want, with reasoning that is false?

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3 Replies
Level 15
Jan 25, 2023 2:44:37 PM

Deleted

Level 15
Jan 25, 2023 2:46:25 PM

If you don't qualify for the Lifetime Learning Credit,  or want to eliminate it, you'll have to delete the forms that are related to education credits.

 If you see form 8863 and form 1098-T, delete them. Click here for instructions

 

The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. If you know it doesn't affect your return,  you don't have to enter it.

Expert Alumni
Jan 25, 2023 2:48:12 PM

it depends. To clarify, have you entered educational expenses in your return or started to?