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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- 1098T AOTC
1098T AOTC
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MGC94
Level 7
02-18-2024
07:10 PM
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Taxpayers' dependent is a graduate student.
They never claimed AOTC for his bachelors degree (first 4 years).
Is it possible for me to amend the last 3 years claiming the AOTC even though it was his masters/doctorate.
dependent has no income and lives with his mom and he/she has never claimed his 1098t before.
The 1098t is marked as a graduate student for 2020-2023. Tuition being over $50K. Or is it only lifetime learning and they missed out. (I was not the previous preparer).
Thank you
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Frustrated-in-I
Level 8
02-18-2024
10:01 PM
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AOTC can only be claimed if student had not completed four years of post-secondary school as of January 1st of the year you are doing.
Lifetime Learning has different rules and your client may qualify for that.
