turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

School Scholarship Credit Smart Worksheet Tax Balance Listed

The Turbotax "Smart Check"  for our Indiana state tax form is finding one issue to fix and is prompting us for   "Sch IN-OCC: Certification/Project No must be entered".   The School Scholarship Credit Smart Worksheet lists a tax balance but we are retired and have never used school scholarships.  We're not sure why this issue is popping up this year but has never shown up on previous errors.  Does anyone have an idea why we would be prompted for a Certification/Project number?  Thanks, Kent

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

School Scholarship Credit Smart Worksheet Tax Balance Listed

You may have made an entry in the Indiana portion of the TurboTax program that indicates you want to claim one of the following state credits:

  • EDGE-NR Credit
  • Film and Media Production Credit 
  • Foster Care Donation Credit 
  • Headquarters Relocation Credit 
  • Hoosier Business Investment Credit 
  • Natural Gas Commercial Vehicle Credit 
  • Redevelopment Tax Credit 
  • School Scholarship Credit 
  • Venture Capital Investment Credit 
  • VCI - Qualified Indiana Investment Fund 

To make sure you haven't accidentally claimed one of these credits in the Indiana section of TurboTax Online: 

  1. Open TurboTax Online
  2. Select  Tax Home in the left pane
  3. On the  Hi, let's keep working on your taxes! screen, select the dropdown on the right side of the State Taxes box, then select StartContinue, or Review/Edit
  4. In the left pane, select Prepare State
  5. Proceed through the screens until you come to the Status of your state returns screen
  6. Select  StartContinue or Edit to the right of Indiana
  7. Proceed through the state screens until you come to the Take a look at Indiana credits and taxes screen. 
  8. If you see an amount of credit that you're not entitled to next to any credit displayed on the screen, select Edit next to the credit
  9. Make any necessary changes on the following screens to remove the credit

School Scholarship Credit Smart Worksheet Tax Balance Listed

Thanks for your quick response.  My wife and I couldn't find where we had made any changes that we wanted to claim one of the following state credits so we ended up getting a live session with TurboTax and they couldn't find it either so we just deleted the schedule and was able to get past the alert.  Thanks, Kent

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question