Education

Hello,

 

Thank you for providing all of this information. I hope you don't mind me chiming in as I have a separate but related question on the AOC eligibility requirements..

 

I amended my 2016 tax return during this past 2019 tax season because I did not know about the AOC back then, and was advised by my tax preparer that I qualified for it. I anticipated on receiving the maximum amount of refundable credit, however, the IRS recently sent mw a letter stating they partially disallowed my claim for credit (only allowed $13.00 of the claim). The reason states "We disallowed the AOC on your Form 8863, Education Credits, because the student listed must be enrolled at least half-time for at least one academic period"

 

The "enrolled at least half-time" box on my 1098-T is also checked off by my university, and I was enrolled for the entirety of the Fall 2016 semester. I did NOT attend school in the Winter/Spring/Summer 2016 semesters.

 

Based on the above circumstances, do you know why I would have been partially denied the claim? Not sure if I am truly ineligible, or if it has to do with the fact that it's an amended tax return, or (hopefully) a mistake was made...

 

Any thoughts/feedback would be greatly appreciated!