Can you use the free edition to claim my American opportunity tax credit (AOTC) or do you need the deluxe edition? Thanks a lot.

[Bob10]

can you use the free edition to claim my American opportunity tax credit (AOTC) or do you need the deluxe edition? Thanks a lot.

[Rachel_W · Accepted solution]

In order to claim the American Opportunity Credit, you will need to upgrade to the Deluxe Edition of TurboTax online.

[Bob10]

TurboTaxRachelW, thank you so much. Someone told me that we can use the free edition to claim the Lifetime Learning Credit since the TurboTax Free edition supports Form 8863 (Education Credits). to my knowledge, Form 8863 covers both AOTC and lifetime learning credit, why we can use free edition to claim one but not two of them? Do you have any idea? Thanks a lot.

Bob

[clow16]

In 2018 I didn't have to upgrade to the deluxe addition and pay $60 to claim the American Opportunity and LIfetime Credit.  Did this change in 2019 or am I doing something wrong?

[imsuuuuure]

My 19 year old son just went from $0 filing to $152 because of the American Opportunity Credit "upgrade" to deluxe. This was literally the only reason for the upgrade, but it made him pay $49 for each of his two states as well as $54 to upgrade federal. All for one form. Of course this was only brought to his attention at the very end after all the work had been done.

[SweetieJean]

Are you sure your son (and not you) qualifies for the AOC?

Education Credits AOTC LLC | Internal Revenue Service (irs.gov)