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Screen 8862-3 - Claim Refundable Credits After Disallowance - AOTC

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Use this screen to enter information to complete Form 8862, Information to Claim Certain Refundable Credits After Disallowance, when claiming the American opportunity tax credit (AOTC). Complete a separate screen for each student for whom the taxpayer (and spouse, if filing jointly) is claiming the AOTC.
SSN / Student’s name
Select the Social Security number and name of the child for whom the taxpayer (and spouse, if filing jointly) is claiming the American opportunity tax credit (AOTC). Complete a separate 8862-3 screen for each student being claimed for the AOTC.
Did the student meet the requirements to be an eligible student for AOTC purposes?
Enter
1
 if the student met all requirements to be an eligible student for purposes of claiming the American opportunity tax credit (AOTC). Otherwise, enter
2
. You must complete this field for the completion of Form 8862, line 20a. For more details on AOTC requirements, refer to the IRS Publication 970.
Did the student receive Form 1098-T for the current tax year or preceding tax year (Force)?
The
Yes
 checkbox on Form 8862, Part III, line 20b, marks automatically based on the information in the Eligible student information statement on the Educate screen. To override the calculated answer, enter
1
 or
2
.
Has the Hope Scholarship Credit or American Opportunity Credit been claimed for the student... (Force)?
The
Yes
 checkbox on Form 8862, Part III, line 20c, marks automatically based on the information in the Eligible student information statement on the Educate screen. To override the calculated answer, enter
1
 or
2
.

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