turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Deciphering Your Tax Forms on Feb 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Why did I not qualify for Lifelong Learner Credit? I paid $7483.45 in tuition for grad school, and I have previous Bachelors degree.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies

Why did I not qualify for Lifelong Learner Credit? I paid $7483.45 in tuition for grad school, and I have previous Bachelors degree.

Are you a dependent?

Hal_Al
Level 15

Why did I not qualify for Lifelong Learner Credit? I paid $7483.45 in tuition for grad school, and I have previous Bachelors degree.

The Lifetime Learning Credit (LLC) is non-refundable.  That is, you can only use it to reduce an actual tax liability.  If you are eligible, you have answered  something wrong, in the interview. But, a lot of people are just not eligible. See:

 

 https://www.irs.gov/individuals/llc

 

Dependents are not eligible.  But, if you are a dependent, the person claiming you can claim the LLC on their return, even if you paid the tuition.  

 

Why did I not qualify for Lifelong Learner Credit? I paid $7483.45 in tuition for grad school, and I have previous Bachelors degree.

Thank you for your help! I am not a dependent, nor do I have dependents. According the IRS interactive tool, I am eligible. When I stepped through my filing on TurboTax, Form 8863 was not automatically included, which is odd. 

 

I think the answer is that I do not owe anything, I seem to only have a refund, and so I do not have any liability to reduce.  The thing that is confusing to me is that in 2022, I did receive the LLC, and I wouldn't have owed anything that year either. I utilized TurboTax both years. 

Why did I not qualify for Lifelong Learner Credit? I paid $7483.45 in tuition for grad school, and I have previous Bachelors degree.

No, I am not. According to the IRS interactive tool, I am eligible for the credit, and I did receive the credit in 2022. 

Hal_Al
Level 15

Why did I not qualify for Lifelong Learner Credit? I paid $7483.45 in tuition for grad school, and I have previous Bachelors degree.

Q.  "The thing that is confusing to me is that in 2022, I did receive the LLC, and I wouldn't have owed anything that year either".

 

You may have had a tax liability before the LLC was applied. And the LLC, you received, was more than enough to reduced your tax liability to zero.

 

You may have mistakenly claimed the American Opportunity Credit (AOC) in 2022.

 

If 2022 was the year you received your bachelor's degree, any graduate tuition,  later in the year, would have qualified for the AOC (because you had not finished 4 years of post secondary education before 2022). 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question