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Education
To ensure TurboTax shows Form 8863 for the American Opportunity Tax Credit (AOTC), follow these steps:
- Dependent Status: Verify in the Personal Info section that you are not claimed as a dependent on someone else's tax return. This is crucial because dependents cannot claim the AOTC.
- Education Section: Use the search magnifying glass and the jump link to navigate back to the 1098-T section. Ensure you have entered your Form 1098-T and answered all related questions correctly. This includes confirming your enrollment status, education level, and qualified expenses.
- Software Version: The Free Edition of TurboTax does not support the AOTC. You need to upgrade to the Deluxe Edition to claim this credit.
‎April 6, 2025
6:37 PM