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New Member
posted Jun 6, 2019 5:56:14 AM

Qualified education expenses

I didn't receive credit or refund on my school readiness tax credit, should I amend my taxes to get the credit?

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1 Best answer
Level 15
Jun 6, 2019 5:56:24 AM

  • Refundable credit — The school readiness child care expense tax credit is refundable for taxpayers whose federal adjusted gross income is $25,000 or less. The refundable credit is claimed by resident taxpayers on Line 16 of the 2016 Louisiana income tax return, Form IT-540, and Line 16 of the 2016 Form IT-540B for nonresidents.

  • Nonrefundable credit — Taxpayers whose federal adjusted gross income is greater than $25,000 may apply the credit to their tax liability and if the credit is more than the taxpayer’s liability, the remaining credit can be carried forward and applied to later tax years. Excess credits can be carried forward for up to five years. The nonrefundable credit for 2016 is claimed by taxpayers on Schedule J of the Louisiana income tax return, Form IT-540, or Form IT-540B for nonresidents.

6 Replies
Level 15
Jun 6, 2019 5:56:15 AM

Was this for a Louisiana state tax return?  If so, were you eligible for the credit?
See this Louisiana website for information - <a rel="nofollow" target="_blank" href="http://revenue.louisiana.gov/IndividualIncomeTax/SchoolReadinessTaxCredit">http://revenue.louisiana.gov/IndividualIncomeTax/SchoolReadinessTaxCredit</a>

New Member
Jun 6, 2019 5:56:16 AM

Yes, it was for Louisiana. I am eligible for the credit. The facility earned 2 stars which is 50%.

Level 15
Jun 6, 2019 5:56:18 AM

If you were eligible and did not claim the credit on your state tax return, then you should amend the state tax return to claim the credit.

New Member
Jun 6, 2019 5:56:21 AM

Thanks so much! How do I amend my taxes, now that tax season is over with?

Level 15
Jun 6, 2019 5:56:22 AM

See this TurboTax support FAQ for the procedure to amend a state tax return - <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2824532-i-need-to-amend-my-state-return">https://ttlc.intuit.com/questions/2824532-i-need-to-amend-my-state-return</a>

Level 15
Jun 6, 2019 5:56:24 AM

  • Refundable credit — The school readiness child care expense tax credit is refundable for taxpayers whose federal adjusted gross income is $25,000 or less. The refundable credit is claimed by resident taxpayers on Line 16 of the 2016 Louisiana income tax return, Form IT-540, and Line 16 of the 2016 Form IT-540B for nonresidents.

  • Nonrefundable credit — Taxpayers whose federal adjusted gross income is greater than $25,000 may apply the credit to their tax liability and if the credit is more than the taxpayer’s liability, the remaining credit can be carried forward and applied to later tax years. Excess credits can be carried forward for up to five years. The nonrefundable credit for 2016 is claimed by taxpayers on Schedule J of the Louisiana income tax return, Form IT-540, or Form IT-540B for nonresidents.