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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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
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.