Q1. No. You cannot claim the AOTC since you already completed a bachelors degree, even if it was in another country. The AOTC is limited to the first 4 years of schooling whether it is in the US or obtained internationally.
It is possible that you could claim the Lifetime Learning Credit, as that does not have a specific number of years you can claim it, but you do have to be attending an eligible educational institution.
If you are being given the AOTC, then you will need to go back to the education questions and answer that you had 4 years of college credit before 2025. This will make you ineligible for the AOTC, and will tell TurboTax that you would only qualify for the Lifetime Learning Credit.
Q2. For the Employer assistance section you will enter the amount that is not included in your W-2. which sounds like it is the $5,250. The rest of it is considered as you paying for your education because you are being taxed on it. This amount is treated just like you wrote the check to the school.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
