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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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2 Comments 2
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.
