Education

Thank you. Yes, I understood that only the undergrad expenses would qualify for the AOTC.

 

Is it fair to say then that it might be a bug in TT that when I add the grad-school 1098-T, the AOTC goes away?  Or, perhaps TT is making an assumption about grad school post senior year that is valid for most people (i.e., to your point, most people would've already gotten their 4 AOTC's before the spring semester of their senior year).

 

For purposes of testing, the only things in the return are either one or two 1098-T's. When I add the undergrad 1098-T, the AOTC @ $1,000 shows up as a refund. When I add a second 1098-T and mark it as graduate school, the AOTC form (8863) goes away and the refund goes to $0.