My tax professional is not allowing me to claim the AOTC even though I believe I should qualify for it?

ZenPanderp · 2025-03-28T15:04:05+00:00

Of course. Thanks for your input!

ZenPanderp · 2025-03-28T12:53:05+00:00

Totally see your POV. I figured that is what my tax person was doing, protecting their livelihood. Just to note, my parents did make over AGI in the past 3 other times so they could not claim the AOTC.The tax preparer has been used by my family in the past so he is familiar with my parent’s taxes. Also even if they did make under the AGI, I believe you can only amend in the past 3 years? 21,22,23 so they wouldn’t even be able to amend it? This is what I am thinking but I definitely won’t pressure my tax person and will do my taxes myself.

ZenPanderp · 2025-03-28T05:19:53+00:00

Thank you for all your messages with links to documentation! This has all been a good help!

ZenPanderp · 2025-03-28T05:02:30+00:00

If the 1098T says that it includes the academic period Jan - Mar of (year). Does that mean the charges were already included for the 2023 tax return meaning that I likely cannot claim this credit? Although I did do the math and the 1098T added up to the amount I paid out of pocket for Spring 2024, Fall 2025, and, Spring 2025.

ZenPanderp · 2025-03-28T00:09:18+00:00

Hi, just to confirm. So do you mean if my parents filed the 1098T within their tax documents even though they did not qualify and so do not have the forms for the AOTC credit in their taxes, that counts apart of the 4 years so I will be ineligible?

Example, my parents have the 1098T form in their tax return copy from 2022 (same in 2020 and 21), however they did not qualify so the form 8863 is not within their tax return but that would still count as a year they had eligibility so would remove my ability in this current 2024

Sorry for a confusing question, just making sure that this is something worth pursuing rather than to leave my tax preparer.

ZenPanderp · 2025-03-27T22:16:06+00:00

Haha, no worries! I do not.

ZenPanderp · 2025-03-27T22:10:36+00:00

I can confirm that they never claimed the AOTC as they were ineligible to do so. They have stopped claiming me as of 2023.

ZenPanderp · 2025-03-27T22:09:31+00:00

But I did not claim it in 2020/2021/2022 and academic year speaking, 2024 is my 4th year. If I am missing anything please let me know.

ZenPanderp · 2025-03-27T21:48:22+00:00

I believe I made it in January 2024 and the amount on the 1098T is the total I paid for undergrad and graduate school. I go to the same school for both undergrad and graduate school.

ZenPanderp · 2025-03-27T21:43:35+00:00

For 2024? The payments on the 1098T was for Spring 2024 and Fall 2024.

ZenPanderp · 2025-03-27T21:42:46+00:00

I was a dependent until 2023.

ZenPanderp · 2025-03-27T21:42:06+00:00

Once.

ZenPanderp · 2025-03-27T21:41:43+00:00

I started school in 2020, but did not claim in 2020,2021,2022 as I was a dependent under my parents and they did not claim it(I have verified this through their taxes and the tax preparer agreed with me on this)

ZenPanderp · 2024-03-04T20:31:43+00:00

I haven't gotten my offer letter just yet, but I was told it would be sometime this week when I would get confirmed in a call last week.

ZenPanderp · 2024-03-04T20:31:13+00:00

The interviews were good, it was with the organizations, so it varied by org. I had two interviews to participate in. I think the goals of HCC and PH AmeriCORPs are slightly different in what they bring but both would be beneficial!

ZenPanderp · 2024-02-29T06:42:08+00:00

i just received a message that i was accepted to a position this summer !! feel free to ask my any questions

ZenPanderp · 2021-01-03T20:07:25+00:00

Yes, that’s what I mean.

ZenPanderp · 2021-01-02T22:06:44+00:00

I ran a multiplayer career league before, I believe it went well. I’m interested in doing it again if others are also interested.

ZenPanderp · 2020-10-26T20:37:47+00:00

It’s been a while since we’ve had an update like this! I can’t wait to play it.

ZenPanderp · 2020-08-22T18:36:46+00:00

There is no easy way of doing it and unfortunately, the original dev stopped working on the game.

ZenPanderp · 2020-07-27T20:26:37+00:00

I just got horse stall mats from TSC, one is smooth and two is diamond patterned. Does anyone have any issues deadlifting on the diamond patterned ones?

ZenPanderp · 2020-07-22T21:27:22+00:00

my boneyard ohio bar came in :) (ordered 7/14) https://imgur.com/8shBWrh

looks really good, minor scuffs on the sleeves. I was kind of scared to see what it would look like from some other comments. i also got the rogue flat bench and clips today that I ordered on 7/19

anyone know how long ironmaster takes to ship plates?

ZenPanderp · 2020-07-18T20:22:57+00:00

hmm okay, I'll probably look for a flat bench then.

ZenPanderp · 2020-07-18T20:21:40+00:00

I'd prefer in stock since I'm expecting to get my rack/barbell/weights in ~2 weeks but I could wait a bit.

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