AOTC/Education Credit denied for spouse but approved for me - same college situation?
Filed jointly with my spouse, we both attended college full time last year. Submitted exact same documentation for both of us (1098-T, enrollment verification, etc) but transcript shows education credit only approved for me and denied for spouse. Makes zero sense since our situations are identical. Anyone run into this?
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Keisha Robinson
Tax pro here - few things to check: 1) Was your spouse claimed as a dependent on someone else's return? 2) Have they claimed AOTC for 4 years already? 3) Check if all qualified expenses were properly allocated between you two. Sometimes the software splits it weird.
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Yara Haddad
Nope to being dependent, and its his first time claiming it. How do I check the expense allocation?
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Keisha Robinson
You'll need to look at Form 8863 in your return. Each person's expenses should be listed separately.
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Paolo Conti
Just wanted to mention - I used taxr.ai to analyze my transcript when I had education credit issues. It actually pointed out exactly why one credit was denied. Saved me hours of guesswork. It's like $1 but totally worth it for the detailed breakdown. https://taxr.ai
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Amina Sow
fr? does it actually help or is it just another scam 🤔
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Paolo Conti
100% legit. It caught things my tax guy missed. Shows you exactly what's wrong and how to fix it.
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Amina Sow
just tried it and omg where has this been?! It literally explained everything wrong with my education credits 💯
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GalaxyGazer
literally dealing with the EXACT same issue rn with me and my wife 😤
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Oliver Wagner
did u check if ur both eligible based on income? theres some weird phase-out rules
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Yara Haddad
We made the same amount pretty much, both under the limit
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Natasha Kuznetsova
ugh the IRS and there stupid rules I swear they just throw darts at a board to decide this stuff 🤡
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Javier Mendoza
lol fr tho 🤣
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Emma Thompson
Check your transcript line by line. Sometimes theres hidden codes that explain why. Had similar issue last year and found out it was bc of a previous claim that wasnt showing on the surface
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Yara Haddad
how do you even read those transcripts? its like trying to decode alien language fr
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