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How do I attach form 8863 to my e-file?

Turbotax calculates I will receive American Opportunity Credit and Education credits, and IRS requires form 8863.  How can I upload it, and should I also upload form 1098-t to send the them?
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3 Replies
BillM223
Expert Alumni

How do I attach form 8863 to my e-file?

Why do you think that the 8863 is not part of your return? TurboTax adds it automatically when you have Education Credits.

 

If you are e-filing, you do not need to upload any forms to attach to your return, because TurboTax will create an electronic version along with your return.

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How do I attach form 8863 to my e-file?

Perfect I see now the generated 8863, however it's incorrect.  Part III line 3 "Did the student receive Form 1098-T
from this institution for 2020 with box 7 checked?" is marked no on the generated report however on the 2020 1098-T it is checked.   I don't see that they ever asked me this question in the questionaire.  Is it a big deal?

BillM223
Expert Alumni

How do I attach form 8863 to my e-file?

From another tax expert form a previous year:

 

"To get to that question:

When you enter the school's address under the address is a check box 

Attended this same school in 2018

you will then get to the page that says

Did you get a 1098-T from xx School in 20xx

Answer yes opens

Was there an amount in Box 2?

Answer yes again 

Was Box 7 checked?"

 

Does that work for you?

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