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New Member
posted Mar 26, 2024 5:44:13 PM

lifetime learning credit and having to upgrade turbo tax

Do I have to take the lifetime learning credit?  I am getting a credit of $40 and Turbo tax wants me to upgrade to a paid software for a deal of $59.  I may not be an accountant but I am not stupid and won't upgrade.  Can I just ignore the educational deduction part of the return?

0 4 2938
4 Replies
Expert Alumni
Mar 26, 2024 6:00:46 PM

Yes, you can file the return and not claim the Education Credit.  

Level 15
Mar 26, 2024 6:29:18 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

New Member
Mar 30, 2025 3:18:39 PM

Try this one: 

 

It says I qualify for the $672 LLC, then tells me I have to pay for deluxe federal AND state, so I upgrade THEN it tells me I don't to qualify for it but they are happy to give me exactly what I would have got without the credit but STILL charge me for deluxe. This company is so shady I will never tell them and as every single time in the past I've tried them they've tried to do stuff like this.

Expert Alumni
Mar 30, 2025 3:24:01 PM

HERE is a link with the steps to downgrade your TurboTax product. 

 

HERE is a link with the steps to request a refund.