Hi there,
Im trying to help my parents with an old tax return from 2019. My sister lived with them most of the year and also filed her own tax return ( Income = $15,657). She was claimed as a dependent that year. We received a letter from the IRS in Aug 2022.
In the letter it Says:
"we didn't allow all or part of the amount claimed as education credits on your tax return. "
- You didn't include the institution's name and EIN number as required on line 22(4).
- You incorrectly computed the credit based on the answers to the questions on lines 23 -26.
Looking at what I submitted, form 8863 on page two has the Schools name and address and EIN correctly stated. My sister started college in 2015 and received the American Opportunity Tax credit 2015 to 2018 so on question 23 I mark yes and then it has me jump to line 31 which is the lifetime learning credit which I believe is just some tuition expense deduction. I have no idea why this is disallowed under the reasons they give above. Perhaps its the money my sister made that year but the two reasons they list above did not outline that as the reason. Maybe the IRS is making a mistake?
