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Credit Limit(ation) Worksheet for Form 8863

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Level 2

Where is the Credit Limit(ation) Worksheet for Form 8863 Referred to in Part II questions 9 and 19? Not sure why I can't find it or why the program is limiting the credit.

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Level 10
Level 10

The worksheet they refer to is not an actual worksheet, but the section on the 8863 after line 19 I agree the wording could be better.   

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Level 10
Level 10

You don't make any entries on the 8863 itself, all info is entered by program according to information you enter in the required other forms ie: 1098T, student info worksheet. When you are finished entering all info for client return, (all income expenses, etc.) you would then go to Educ. Tuition & fees summary, and check the box to launch optimizer

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Level 2

Thank you for your reply. However, my question is about accessing the Credit Limitation Worksheet, referred to on the Form 8863, Part II, lines 9 and 19. My clients credit was limited and I want to look over the worksheet to see why. I don’t see it in my forms list nor is there a link to it. 

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Level 10
Level 10

The worksheet they refer to is not an actual worksheet, but the section on the 8863 after line 19 I agree the wording could be better.   

View solution in original post

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