turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

I am being charged because , it states I am receiving a "lifetime learners credit", but I went back to the beginning of my return and I don't qualify for that credit.Fix?

 
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.

3 Replies
DawnC
Employee Tax Expert

I am being charged because , it states I am receiving a "lifetime learners credit", but I went back to the beginning of my return and I don't qualify for that credit.Fix?

Delete Form 8863.  

 

How to delete forms in TurboTax Online

 

How to delete forms in TurboTax Desktop

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I am being charged because , it states I am receiving a "lifetime learners credit", but I went back to the beginning of my return and I don't qualify for that credit.Fix?

Hey! I just looked. I don’t have that form listed. I have an 8862 or a 8880? 

KrisD15
Employee Tax Expert

I am being charged because , it states I am receiving a "lifetime learners credit", but I went back to the beginning of my return and I don't qualify for that credit.Fix?

Form 8863 calculates an Education Credit

Form 8880 calculates "The Saver's Credit"

Both/either credits can cause an up-charge.

Form 8862 asks for a credit that has previously been denied/disallowed to be allowed

 

You can't get both an education credit and Saver's Credits because a student can't get the Saver's Credit

If you were disallowed a credit in the past and now wish the IRS to reconsider and allow the credit, you need Form 8862

 

It would be a shame to lose any credits you're eligible for if it lowers your tax liability, however you can delete those forms if that's what you want to do. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question