Post # 1
So we filed a tax amendment a while ago and we got it back in the mail. It says to complete form 8863 to support line 14.
They sent us form 8863 to fill out. Problem… from what I can find out online, it’s for current students (which neither of us is). We have no idea what to do about this or how to fill it out. We have a 1098-e for the interest paid on his student loan from when he WAS a student…. but no current student expenses. Should we just fill it out with zeroes???
Post # 3
First of all – I’m not an accountant.
I just googled the form. The American Opportunity Credit and Lifetime Learner Credits are for undergrad/graduate education during the tax year you filed for. Deductible student loan interest wouldn’t affect either of these credits (they’re deducted elsewhere). Is there a chance you made a mistake and put things in the wrong section, so it looks like you got one of those credits?
Check the summary forms of your original submissions and see if it mentions either of those credits. If it does, and neither of you were in school for that tax year, you may have to amend your return.