F1040-448 e-file error
Form 8862 must be present in the return with American Opportunity Tax Credit Claimed Indicator checked. The e-File database indicates the taxpayer must file Form 8862 to claim American Opportunity Tax Credit after disallowance. (rule F1040-448)
The IRS previously disallowed the American Opportunity Credit on this return.
Solution
To claim this credit after disallowance, you need to file Form 8862 with the return.
- Go to the 8862 screen in the Credits folder.
- Complete the fields that apply to your client.
- On the 8862-3 screen, complete the fields for the student.
