Burke Posted March 3, 2020 Report Posted March 3, 2020 On Page 2 of 8863, the EIN of educational institution is not populating even though it is entered on the form input screen. Quote
Pacun Posted March 3, 2020 Report Posted March 3, 2020 Is the credit being calculated? Are you able to create the efile file? Could you be taking Lifelearning because of entries missing and you are hoping for the AOTC? Quote
Burke Posted March 8, 2020 Author Report Posted March 8, 2020 Credit is calculating AOTC just fine and appears on Form 8863 and 1040. However, when I go Check Return it has an error (red) because this info is missing on Question 4, Page 2 of Form 8863. I cannot override. EIN is showing just fine on the Input worksheet for this schedule. Why is it not carrying over to Page 2? Anyone else have this problem? Had this same issue on an amended return for 2019 with LLC, so I just wrote the EIN on the form since it had to be mailed anyway. Quote
Burke Posted March 8, 2020 Author Report Posted March 8, 2020 Never mind. I figured it out. I was putting the EIN in the Service Provider/Acct No. box instead of FEIN above it! So used to it being there on a 1099R, I guess. How stupid. I discovered this when I read another post on this Forum about single-clicking on the error. I had been double-clicking and it was taking me to an unrelated worksheet! 2 Quote
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