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Level 1
March 4, 2024

895

  • March 4, 2024
  • 0 replies
  • 5 views

The following diagnostic is generating:

Refund of Education expenses did not result in an education credit recapture.

Solution:

Lacerte is alerting you that the taxpayer received a refund of qualified education expenses, but it did not trigger a recapture (payback) of the education credit (such as the American Opportunity Credit or Lifetime Learning Credit).

Informational, will not prevent e-file transmission.