Hal_Al
Level 15

Education

It sounds like TurboTax says your student qualifies for the American Opportunity Credit (AOC or AOTC) and H&RB says he doesn't.  Review the rules posted by ErnieS0 to make your own determination.

 

 

Go through the entire education interview until you reach a screen titled "Your Education Expenses Summary".  Click edit next to the student's name. That should take you to a screen “Here’s your Education Summary”. Click edit next Education Information and go thru the qualifying interview again.

 

If you qualified for the AOTC, in the past, you probably qualify this year. But, there is a 4 time limit. But even if you've claimed it 4 times in the past, TT should qualify you for the less generous Lifetime Learning Credit (LLC).