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How do I prevent TT from optimizing for the AOTC Education Credit during the Federal Review?
I chose to allocate $2000 of qualified education expenses towards the AOTC during the TT interview screen "Choosing a larger Education Credit". I am happy with this choice and don't want TT to change it. During the Federal Review I am forced to check the entry to launch the optimizer. I ran the Federal Review 2 weeks ago and it passed without this prompt, and I have not changed anything in the Education screens.
How can I prevent TT from changing my choice and still pass the Federal Review?
Check This Entry
Education Tuition and Fees Summary: Please check the Launch optimizer checkbox so we can be sure you get the education deduction or credit that saves you the most. |
Launch optimizer |
Caution: If you make any changes to this return after launching the automatic optimization
above, you MUST optimize again by rechecking the box on Line 1 above.
2
Automatic - Check to use the choices calculated in Part I, column (e) above
or
3
Manual - Check to use the choices you entered in Part I, column (d) above
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‎February 25, 2023
12:17 PM