Q. So he can avail AOTC one last time for 2024 also which will be still less than 4 times.
Correct ?
A. Yes, can and should.
Q. Regarding these questions below, I am filing to get a refund for taxes paid like most others.
So how should I answer them ?
Q. Answer yes. There is actually only ONE question: "Do either of theses statements apply to the other taxpayer?" You answer yes if only one of them is true. And yes, you are required to file a tax return, because your income is over the filing threshold.
The 2nd question (This person is filing taxes for reason OTHER than getting a refund for taxes paid) is poorly worded. It means somebody who doesn't have enough income to have to file a tax return, but needs to file only to get back tax withholding.
