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Issues with 1040 EdExp form?


Yardley CPA

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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?

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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

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