Rejection Related to 8863

Forum|Forum|6 years ago
February 4, 2020
4 replies
0 views

I have 3 W-2's and some educational 1098T deductions. Extremely simple tax return. I cannot figure out why the IRS keeps rejecting my return. It's basically the same return I have filed for the last 3 years.

It looks like there could have been an issue with me checking a box that said I received a 1098T the year before from one of the schools I attended. I unchecked that box and resubmitted. I'm still getting the error. Any ideas?

I have double checked the 1098T info. It was imported from my prior year's return.

The text that is showing up in the TurboTax notification email is as follows:
/Return/ReturnData/IRS8863/StudentAndEducationalInstnGrp/EducationalInstitutionGroup/PriorYear1098TReceivedInd - This return could not be processed for e-filing due to incorrect or missing information.

When I use the TurboTax tool to help fix the error, this is what it's saying:

Let's take a look at your return

Description of error:

This return could not be processed for e-filing due to incorrect or missing information.

What needs to be done:

We have identified an issue related to 1098-T. We have made the correction and will have an Update available on 2/1/2020. Please run your tax return through Federal Review and re-transmit your return after that date. If you continue to have trouble please print your return out and file by mail.

TurboTax Deluxe Online

Best answer by KarenM90

I would recommend that you try deleting all your form 1098T's and re-entering only the ones that are valid for 2019.

To delete the 1098T's, go to Tools/Tax Tools/Delete a Form and Delete 1098 T and 1098 T Wks (Worksheet) from Federal and State (if it appears there)

Re-enter the 1098 T's for any school to which you attended and/or paid tuition.

If your return gets rejected after that, you will need to print and mail your return.

The bottom of this Help article has more printing and mailing details. Rejections and Printing and Mailing Tax Returns

KarenM90Answer

Level 11

I would recommend that you try deleting all your form 1098T's and re-entering only the ones that are valid for 2019.

To delete the 1098T's, go to Tools/Tax Tools/Delete a Form and Delete 1098 T and 1098 T Wks (Worksheet) from Federal and State (if it appears there)

Re-enter the 1098 T's for any school to which you attended and/or paid tuition.

If your return gets rejected after that, you will need to print and mail your return.

The bottom of this Help article has more printing and mailing details. Rejections and Printing and Mailing Tax Returns

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LainDAuthor

Level 2

Removing and re-adding my 1098T's took care of the problem. I was able to resubmit my return and it was accepted. Thanks!

jj71

Level 2

I keep getting rejected return due to 8863 and have tried to make correction but doesn't tell me what the problems is other then I have to mail in return rather then e file. However I paid Turbo Tax 24.95 to file the State return . How do I get refunded since I cant e file due to this error

JohnW152

Level 15

@jj71

jj71, if you haven’t tried it already, try to delete Form 8863, and re-inputting your information.

Please see the TurboTax Help article "How do I view and delete forms in TurboTax Online?" for guidance.

Verle

Level 2

I need to have TurboTax help with my 2020 Oregon return that was rejected after e-filing. Email from turbotax states that when I reopen my state return, turbotax will help me correct it.

Verle

Level 2

This reads like it was addressing someone else. I am looking for help with my 2020 Oregon return that I have already paid you to process and was rejected. Your email from February 17, 2021 indicated that Turbotax would help me correct the error.

Verle Belote