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Pip_12_mn
February 25, 2023
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How do I prevent TT from optimizing for the AOTC Education Credit during the Federal Review?

  • February 25, 2023
  • 1 reply
  • 0 views

I chose to allocate $2000 of qualified education expenses towards the AOTC  during the TT interview screen "Choosing a larger Education Credit". I am happy with this choice and don't want TT to change it.  During the Federal Review I am forced to check the entry to launch the optimizer. I ran the Federal Review 2 weeks ago and it passed without this prompt, and I have not  changed anything in the Education screens.

 

How can I prevent TT from changing my choice and still pass the Federal Review?

 

 

Check This Entry
Education Tuition and Fees Summary: Please check the Launch optimizer checkbox so we can be sure you get the education deduction or credit that saves you the most.
 
Launch optimizer
Caution: If you make any changes to this return after launching the automatic optimization
above, you MUST optimize again by rechecking the box on Line 1 above.
2
Automatic - Check to use the choices calculated in Part I, column (e) above
or
3
Manual - Check to use the choices you entered in Part I, column (d) above
 
Best answer by Hal_Al

 Go through the entire education interview until you reach a screen titled "Your Education Expenses Summary".  Click edit next to the student's name. That should take you to a screen “Here’s your Education Summary”. Click edit next to “Education Information”. When you get to the screen titled “Amount Used to Calculate Education Deduction or Credit”, verify the amount you want to use or change it (in your case to $2000).  You may reach that screen sooner.

1 reply

Hal_Al
Hal_AlAnswer
Employee
February 25, 2023

 Go through the entire education interview until you reach a screen titled "Your Education Expenses Summary".  Click edit next to the student's name. That should take you to a screen “Here’s your Education Summary”. Click edit next to “Education Information”. When you get to the screen titled “Amount Used to Calculate Education Deduction or Credit”, verify the amount you want to use or change it (in your case to $2000).  You may reach that screen sooner.

    P
    Pip_12_mnAuthor
    February 25, 2023

    I did exactly what you suggested, then re-ran the Federal Review, and it PASSED! I did not change anything in the screens, I simply ran thru them all over again.

     

    I ignored this Screen which popped up as I continued "Next, We'll See Which Credit Will Save You the Most"  by exiting from that portion of the interview.

     

    Is it OK that I ignored this screen? I am passing the review now.

     

    Thank you, if it was that simple?!?

     

     

     

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