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March 3, 2023
Question

How do I remove the Lifetime Learning credit so I don't have to pay Turbo Tax Deluxe? I already removed the education portion and do not have forms 8863 and form 1098-T

  • March 3, 2023
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1 reply

SharonD007
March 3, 2023

To remove the Lifetime Learning Credit from your tax return you need to delete the actual 8863 Form. You indicated that you don’t have the form but it’s created when you enter your educational information. Please follow the steps below for TurboTax Online.:

 

  1. While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen). 
  2. In the Tools Center, under Other helpful links click on Delete a form.
  3. Scroll down until you see Form 8863 and click Delete and follow the instructions. 
  4. When you are finished, click the Continue with My Return box (in the lower right of your screen).
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March 6, 2023

I do not have the 8863 form. I already deleted that. I have the 8862 form. Does that one have to do with the Lifetime Learning credit? 

March 6, 2023

You need to complete Form 8862 and attach it to your tax return if:

  • Your earned income credit (EIC), child tax credit (CTC)/additional child tax credit (ACTC), credit for other dependents (ODC) or American opportunity credit (AOTC) was reduced or disallowed for any reason other than a math or clerical error.
  • You want to take the credit(s) and meet all the requirement
     

How do I view and delete forms in TurboTax Online?

 

Edited [03/06/2023, 10.01 AM, PST]

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