I had less than 5 months of full time school enrollment in 2022 but accidentally clicked that I had more. How can I undo this? I lost my tax break & my fed refund shrank.

[MaryK4]

Try going back to the Personal Info section and go through slowly and carefully to see if the question is there.  

[glombse]

No. I don't see it in the my info section.

What happened was I was reviewing everything getting ready to file.

I went to the "deductions & credits" page, clicked through all the different ones, 

But as I was reviewing I accidentally clicked whatever the questions was about 5 months of being a full time student.

I accidentally changed from no to yes and my federal refund decreased by several hundred dollars.

Now trying to undo this to add back the deduction and clarify that no I was only a full time student for 4 months in 2022.

[MaryK4]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please respond back with the Token Number that was generated.

@glombse 

[Hal_Al]

You will  get that question, in the personal info section, if your birthdate indicates you were under age 24 on 12-31-22.

You will also get that question in the Retirement Savings Contribution Credit interview, under Deductions and Credits / Retirement and Investments.

"5 months" really means parts of 5 calendar months. So, two common examples: you were in college from Jan 31 thru May 1 or from Aug 31 thru Dec 1.  Both of those would count as being a full time student for 5 months. 

Being a full time student for 5 months means, you can, most likely,  still be a "Qualifying child" dependent, regardless of how much income you had.  If you can be a dependent, you do not qualify for some tax breaks.

[glombse]

Finished grad school by end of April 2022, so would have been a student < 5 months of 2022.

By accidentally selecting yes to "were you a student for more than 5 months of 2022" I lost a few hundred dollars of federal tax deductions.

I was looking around for that specific question in the deductions category so that I could redo it, but I was having trouble finding it.

I don't remember having to put in specific 1098-T data so I don't think it was that question.

Thanks

[Hal_Al · Accepted solution]

 "I lost a few hundred dollars of federal"  sounds like the savers credit. 

Re-enter the Retirement Savings Contribution Credit interview:

Federal Tab

 - Deductions and Credits

    -Retirement and Investments.

      -  Retirement Savings Contribution Credit  Click Update (or Revisit)

[glombse]

Thanks! That worked !

It was the "Retirement Savings Contribution Credit" 👍