To ensure TurboTax shows Form 8863 for the American Opportunity Tax Credit (AOTC), follow these steps:
Dependent Status: Verify in the Personal Info section that you are not claimed as a dependent on someone else's tax return. This is crucial because dependents cannot claim the AOTC.
Education Section: Use the search magnifying glass and the jump link to navigate back to the 1098-T section. Ensure you have entered your Form 1098-T and answered all related questions correctly. This includes confirming your enrollment status, education level, and qualified expenses.
Software Version: The Free Edition of TurboTax does not support the AOTC. You need to upgrade to the Deluxe Edition to claim this credit.
There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit.
You cannot claim the (up to) $1000 refundable credit if you are, or can be, claimed as a dependent by someone else.