TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Solved

Text Book Deduction and form 8863

Forum|Forum|5 years ago
March 6, 2021
2 replies
0 views

Hi,

My son is a full time student and I am claiming him as a dependent and I am taking the 1098-T deduction. I filed a return on my son's behalf and it was rejected for an error on form 8863. On his return, we are claiming a deduction for books and other school expenses not reported on the 1098-T.

I filed through TT. The IRS kicked the return back because his SSN was reported on a different 8863 (I'm guessing mine). How can we claim these expenses on his return without duplicating the 8863?

Thnx.

[Edited to correct typo]

Best answer by Hal_Al

Since he is your dependent, he is not allowed to file form 8863. That is, he is not allowed a tuition credit, even though he paid for his own books. That is, he is not allowed to claim any education expenses.

You may add his book costs to your claim on form 8863. But, if you have already claimed at least $4000 of tuition expense, the additional book cost will not increase your credit.

Hal_AlAnswer

Employee

Since he is your dependent, he is not allowed to file form 8863. That is, he is not allowed a tuition credit, even though he paid for his own books. That is, he is not allowed to claim any education expenses.

You may add his book costs to your claim on form 8863. But, if you have already claimed at least $4000 of tuition expense, the additional book cost will not increase your credit.

Txchili2021Author

Thank you very much. I appreciate the expanded explanation.

If the student is your dependent, you claim ALL the education expenses for a credit.

If there is any taxable income, (more scholarship than expense) the student claims the income.

You both should not have a Form 8863.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Txchili2021Author

Thank you very much. I made the changes and re-filed his taxes.