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@Hal_Al  Hello,  If possible could you please give your input if I have done this correctly to claim the AOTC?  I am trying to claim the AOTC credit for my student that is in their third year of college.  Our 1098 T info: BOX 1: $51,369 .00 BOX 5: $52,425.00 Student at least half time: X [The rest of the blanks on the form are empty.] QEE (books): $23 Room & Board amounts paid for the 2025: $9,509 Scholarship Amount restricted to Tuition ONLY: $36,050 Can we allocate $5,035 of his scholarship money (the best I can tell this is the amount needed to receive the full AOTC credit) to his room & board and claim that for my students income? (They earned $5,977.60 over summer with research position at a college in PA  (students lives and goes to college in MO the rest of year), they received a W2 for this PA job and that was their only income - so even with the $5,035 that's not enough for them to be *required* to file their taxes, correct? But I think we will to have a record on file and receive the small refund he would get from PA.)  This gives me the following:  Education Credit $1,500  Refundable American Opportunity Credit $1,000   For a total of $2,500 Does this look correct? Or do I need to do something differently?    Adding both amounts I get a total income of $11,012.60 for my student, which is below the standard deduction I believe. Also, I would like to file taxes for them to be able to receive the $367 they paid into PA. I believe we file for both states: PA & MO (no MO income or refund). Best I can tell they will receive $0 from both states, but $367 from Federal refund. Does this sound accurate or I have made a mistake somewhere or need to do something differently? This is the first year we have out of state (PA) income, so that is new for me.   Editing to add: Our student was refunded $1,056 in scholarship money, after all fees were paid. I am not sure if that needs to be added anywhere? Or if its already a "known" since its evident from the 1098T that they received more $ in scholarship than qualified tuition. Thank you in advance.

Im missing documents related to the processing disclosure and paying the fees with refund in my tax documents center. There isn't any option to see more or to select these and when I download return, its only the 1040. Whereas previous years include all documents when downloading. I elected to have refund processed and pay the software fee out of refund. I dont have access to these documents I signed. Ive already called support. All she thought was maybe it was a glitch. But didnt provide me with my documents. If my return is delayed, i would like to have those other documents I signed. I am aware i will be getting an emal if delayed beyond a certain time frame so that I can pay the fees. But I still need these for my records.

I am a Ma resident but will be starting a hybrid job that is in IL where I am traveling. I work from MA most days virtually. I expect around 45 days in IL for the year. My workplace is withholding MA taxes. Do I still need to file IL non resident taxes? How much IL tax will I have to pay if I’m only there 45 days? Does buying a vacation home in IL change anything?