shar11
Returning Member

CF-1040 Issue

I own the CD/Download version of TurboTax Premier due to some very unique tax situations.

 

I began my CF-1040 and it added a W2 Worksheet called "Scholarship and fellowship grants." I assume the reason for this is because I added $8665 of my financial aid as income in order to qualify for AOTC per IRS: Pell AOTC 4 pager.pdf (irs.gov). However, this information was already reported in my Form 1040 on line 8 (along with some unrelated funds) as other income from Schedule 1, Line 10, since that $8665 was included in Line 8r. I'm not sure why the CF-1040 is trying to add a W2 worksheet for this, since not only was it not reported on any W2 and since the full amount of line 8 is included in the CF-1040, line 16, "other income." This means that TurboTax is trying to get me to pay twice on the amount of $8665. 

 

Things I have tried:

Delete W2 Worksheet (it immediately comes back as soon as I submit)

Manually modifying the values in Forms (they are all greyed out and unchangeable)

 

I would appreciate some assistance!