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March 19, 2023
Question

Missing 8863 forms

  • March 19, 2023
  • 1 reply
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My child was a sophomore in college and is a dependent in my tax return. But the 8863  form is missing from my tax return this year and there is no way for me to claim the American opportunity tax credit (AOTC) . I entered the 1098-T form and related questions correctly in Education part of Deduction and Credit section. I am using Turbtax deluxe windows version. 

 

I checked MAGI and other information and qualified for AOTC. 

 

By the way, I claimed AOTC successfully last year(2021) for my child. I s there any change to 8863 form in 2022?

 

Thanks a lot for your help in advance.

    1 reply

    KrisD15
    March 19, 2023

    No, no major changes to Form 8863 or the Education Credits for Tax Year 2023.

    To clarify, 

    What are the amounts in Box 1 and Box 5 on the 1098-T?

    Did you take any distributions from a 529 savings account? 

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    jmfengAuthor
    March 19, 2023

    Q: What are the amounts in Box 1 and Box 5 on the 1098-T? 

    A: Box 1 is $11,290,  Box 5  is 13,098. To exclude this situation, if I change Box 5 to 6,000 or even enter a 0,  TurboTax did not claim AOTC either.

     

    Q: Did you take any distributions from a 529 savings account? 

    A: No