Yardley CPA Posted February 20, 2018 Report Posted February 20, 2018 This was posted on the ATX Tax Software Support Group Facebook Page...has anyone experienced issues with the EdExp form? I haven't. 2 Quote
TaxCPANY Posted February 21, 2018 Report Posted February 21, 2018 One spouse was being denied Lifetime Learning Credit for no reason I could discern. The next day they reported income that put their AGI above threshold, mooting the problem. But I've retained a copy of the previous state of the return, dreaming I'll get the time to debug it. Maybe related though not AOTC? Quote
Yardley CPA Posted February 21, 2018 Author Report Posted February 21, 2018 Here's an update to the original post from the Facebook page: Quote
WITAXLADY Posted February 22, 2018 Report Posted February 22, 2018 absolutely agree - I think in 27 years I have had 2? 1099-Q's - and WI - when you bring up the WI Homestead - it brings up a WI-017 - for a rental property - most of these people in the great Northwoods own their little plots of land! I do not need that form!! And it brings it up even if it already has a 018 in it!! Do not be so helpful - if you want to be helpful, populate the address on the rent certificate and the property address - cuz if they are getting the credit - 90% of the time it is because they live at that same address they are filing at - or put a check box like in Feecollect - great idea!! thx Quote
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