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Returning Member
posted Feb 5, 2023 11:06:45 AM

Need to correct a box on Form 8863 pt2

I entered higher education tuition expenses from a 1098-T. During the error check, a question came about about "1-4 years." Unfortunately, when I checked yes (not understanding the implications of my answer), it removed the American Opportunity Credit. I need to correct Form 8863 page 2, line 25 so the checkbox for "NO" is checked instead of "YES." The question asks, "Did the student complete the first 4 years of second post secondary education by 2022? My student did NOT complete the first 4 years by 2022. I can't figure out how to switch the answer from "yes" to "no." Any help would be appreciated.

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3 Replies
Expert Alumni
Feb 6, 2023 8:57:58 AM

Go ahead and delete Form 8863, then re-input your information.

In TurboTax Online, 

  1. Open your return in TurboTax
  2. Select Continue or Pick up where you left off
  3. In the left pane, select the dropdown to the right of Tax Tools 
  4. Select Tools
  5. In the pop-up window Tool Center, select Delete a form.
  6. Select Delete next to Form 8863 and follow the onscreen instructions.

Returning Member
Feb 6, 2023 11:08:46 AM

Thank you VERY MUCH for the reply.  I'm using a Mac, so I did the following:

 

1. Clicked the "forms" icon at the top of the Turbo Tax window.

2. This opens a list of all the tax forms in the left-hand pane, with a view of the actual form in the right-hand pane.

3. I selected form 8863 in the in the left-hand pane.

4. Next, I go to the "Forms" drop-down menu at the very top of the screen, and select "Remove form 8863" from the list.

5. A window pops up to confirm removal of the form--says all data will be discarded. I selected "remove" to proceed with removal of the form.

6. The window closes, and nothing happens. Form 8863 is still there, including all of its data. I repeated the process three times, but in each case nothing happened and the form was not removed.

 

 

 

 

 

 

 

 

 

 

 

 

 

As a side note, I went back to the deductions and credits area, and deleted the 1098-T tuition information I entered by adding a school. I deleted the school, which appeared to remove the 1098-T.  I re-entered the information, but unfortunately it looks like Turbo Tax remembered the prior info about the American Opportunity Tax Credit (see below):

 

 

 

 

 

 

 

 

 

 

 

My student has NOT already completed 4 years of college.

 

Again, my ultimate goal is to change the yes/no checkbox on line 25 on Form 8863 from "Yes" to "No."  

 

Thank you.

 

 

Returning Member
Feb 6, 2023 12:55:45 PM

I started a new return to fix this issue so you can disregard.

 

Thank you.