ATX seems to be mishandling Form 8863 & AOC

[Lee B]

Post copied from the ATX Board:

 

 

IRS changed refund 8863 did not calculate correctly

 

 

IRS changed client's refund because of an error on Form 8863. "The error was in the computation of the credit on Line 19 of Form 8863 and/or transfer of that amount to Line 50 on your Form 1040. Her efile was accepted on 1/23/15. Client qualifies for the American Opportunity Credit and the form looks correct

 

 

ATX Reply:

 

 

GMW,

 

All you need to do is mail a copy of form 8863 with the notice the taxpayer received and the situation will be resolved.

 

 

There have been a number of posts like this. The issue seems to be the mishandling by

the software of the "felony question."

Edited February 16, 2015 by cbslee

[Lion EA]

Oops!  Not a great question to answer incorrectly!