Vanessa A
Employee Tax Expert

Get your taxes done using TurboTax

The people worksheet does not have an affect on the Lifetime Learning Credit.  As you stated, this is a new worksheet.  If you are not getting a credit, are you sure you qualify.  A graduate student would generally not be eligible for the American Opportunity Tax Credit, but they could be for the Lifetime Learning Credit.  However, this credit is limited by your tax liability.  So, if you have $0 in tax liability, you would not be able to claim this credit and would not see the credit on form 8863. 

 

The personal info worksheet, student info, form 8863 and schedule 3 are all working fine which is what is important.  Please check your return for these forms to see if you have numbers on these forms. If you are getting an error when you go to the review section, please go back through the dependent section for that student and double check your answers.  Also, go back through the 1098-T section.  This should resolve any errors that are showing up.  

 

If the above does not resolve your issues, please send the diagnostic as per instructions above so I can take a deeper look at your return. 

 

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