- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Education
Being under 24 does disqualify me from receiving any refund due to the AOTC. I still qualify for non-refundable tax credits, but TurboTax did give me the refund. It did not detect my age correctly. I was not a dependent and answered questions correctly. I supplied my income myself. That is not the problem. The form 8863 for 2020 reads on line 7 “Caution: If you were under age 24 at the end of the year and meet the conditions described in the instructions, you can’t take the refundable American opportunity credit; skip line 8, enter the amount from line 7 on line 9, and check this box.” I met all of the required qualifications except age. I was under the age of 24, yet TurboTax still included the refundable American opportunity credit.
January 18, 2022
12:19 PM