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Level 2

Question

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

Forum|Forum|4 years ago
April 15, 2022
1 reply
0 views

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?

TurboTax Premier Online

Level 15

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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Dolphins89Author

Level 2

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?

Level 15

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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