Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Apr 15, 2022 12:45:33 PM

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?

0 3 937
3 Replies
Expert Alumni
Apr 15, 2022 1:21:48 PM

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.

Level 2
Apr 15, 2022 1:33:52 PM

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?

Expert Alumni
Apr 15, 2022 2:04:11 PM

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?