Two 1098 Ts, Turbo Tax not allowing AOTC

Forum|Forum|3 years ago
February 24, 2023
1 reply
0 views

I have two 1098 T for same student, different schools. One was for a single class at community college. The other is for a full semester, at full time, with box checked. The student should qualify for the AOTC, but Turbo Tax is refusing and listing "not more than half time student" as the reason. If I delete the community college 1098 T, It gives the AOTC. What to do? Is there a way to force the AOTC? This is Turbo Tax, windows download edition for 2023.

Hal_Al

Employee

If the full time 1098-T has more than $4000 of qualified expenses, just don't enter the less than halt time 1098-T. It is not needed. The 1098-T is only an informational document. It is not required to be entered onto your tax return.

Otherwise you're gonna have to use a workaround (I would just check the more than half time box). If the community college (cc) class was taken at the same time as the full time classes, then the tuition counts for the AOTC. If not, it doesn't count, since the student was not half time or more, at the time.