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Get your taxes done using TurboTax
Thank you for your response. When I submit my first 2 daughters' info (they are both freshmen, not sure if that matters) nothing changes (refund monitor-wise) when I answer the first question (are you pursuing an associate, bachelor's, or graduate degree). As I proceed through the subsequent questions and info from their 1098-T, they both receive the $2500 credit. When I start the procedure for my oldest daughter (she is a senior in college but has only received the AOTC for 3 years) and answer the first question about pursuing a bachelor's degree ("yes"), the refund monitor immediately goes down by $1526 before asking any other subsequent questions that would show her eligibility. Trying to figure out why that would trigger that refund loss before they know anything about how much she has paid for college. There is nothing different from her situation than there is for my other 2 daughters. I am married filing jointly, and we are nowhere near the $160,000 income limit. We also don't qualify for EOC.