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New Member
posted Feb 9, 2020 3:03:26 PM

Form 8863 line 23 - turbo tax keeps answering it incorrectly

2019 tax year the answer should be yes and turbo tax puts no for line 23

1 4 961
4 Replies
Expert Alumni
Feb 10, 2020 1:25:19 PM

Your best bet is probably to delete Form 8863 and re-input your information.  Please see the TurboTax Help article "How do I view and delete forms in TurboTax Online?" for guidance.

Not applicable
Feb 14, 2020 3:30:00 PM

deleting did not work. After trying this and having it do the same, we looked into the IRS instructions for Form 8863 line 23 (page7 )

https://www.irs.gov/pub/irs-pdf/i8863.pdf

"If the American opportunity and Hope scholarship credits have been claimed for this student for 3 or fewer prior tax years, check “No.” See Student qualifications, earlier. "

 

If you go by that, then a "no" answer may be correct.

Expert Alumni
Feb 16, 2020 12:17:25 PM

That sounds correct, particularly if you're a return TurboTax user.

Level 1
Feb 1, 2022 8:31:52 PM

This answered my confusion . I was so worried and about to send an amendment because of this confusion . But I checked the IRS form that you linked and it helped me understand why it was checked as NO . That was a smart move to check the orginal IRS form . Thank you , for sharing 🙂 !