Education

Hello Hal_Al,

Thank you for responding. Appreciate it.

 

Due to high income, I cannot claim AOTC for 2023.

AOTC was claimed only once and my son is finishing his undergrad degree in Summer 2024.

He will start Grad degree in Fall 2024.

So he can avail AOTC one last time for 2024 also which will be still less than 4 times.

Correct ?

 

Regarding these questions below, I am filing to get a refund for taxes paid like most others.

So how should I answer them ?

 

Do either of these statements apply to the other Taxpayer (which is me)

3. This person is required to file a tax return - ??

<<the term required was misunderstood, probably should be YES >>

4. This person is filing taxes for reason OTHER than getting a refund for taxes  paid -

<<this is definately NO since I am filing for getting refund on paid taxes>> 

 

Please advise.