topic Form 8863 not Transferring amounts in Get your taxes done using TurboTax

Form 8863 not Transferring amounts

user17757931011 — Fri, 10 Apr 2026 03:54:56 GMT

Lifetime Learning Expenses are not populating into the Student Info or people worksheet.

Vanessa A — Fri, 10 Apr 2026 13:59:33 GMT

The peoples worksheet is a new worksheet and does not affect anything with the Lifetime Learning Credit. You can ignore that sheet.

Do you see form 8863?

However, the Student Info sheet should populate if you qualify for an education credit. Do you qualify?

You can take this for an unlimited number of years
Twenty percent of expenses up to $2,000 that are paid directly to the school
Non-Refundable meaning this can reduce the amount of taxes you owe, but if your tax liability is less than the LLC, your tax will be reduced to $0 and the rest of the credit is lost.
Cannot be claimed as a dependent on any one else's return (if you are claimed as a dependent the person claiming you may be able to claim the credit)
Be enrolled for at least one academic period beginning in the tax year. Academic Period can be semesters, trimesters, quarters, or any other period of study such as a summer school session. The school determines academic periods. For schools that use clock or credit hours and do not have academic terms, the payment period may be treated as an academic period.
Be enrolled or taking courses at an eligible educational institution.
Be taking higher education course or courses to get a degree or other recognized education credential or to get or improve job skills.
To claim the full credit, your modified adjusted gross income (MAGI) must be $80,000 or less ($160,000 or less for married filing jointly).
You receive a reduced amount of the credit if your MAGI is over $80,000 but less than $90,000 (over $160,000 but less than $180,000 for married filing jointly).
You cannot claim the credit if your MAGI is over $90,000 ($180,000 for joint filers).
You cannot be Married Filing Separately

user17757931011 — Fri, 10 Apr 2026 14:12:20 GMT

We do meet all the requirements. The people worksheet lines 1-7 questions, answered yes

but transfer onto student info as NO and when I overwrite the answers, I get error messages about overwriting.

I tried cleaning the cache, tried switching the MS Edge, Google Chrome and updating software in case it had been resolved.

CatinaT1 — Tue, 14 Apr 2026 16:05:20 GMT

Can you delete that worksheet?

If you are sure you don't need this form, you can delete it.

If you are using:

Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.