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Thursday, April 3, 2014

Business Rule F8917-001

Business Rule F8917-001
Each ‘StudentSSN’ on Form 8917, Line 1b must not be equal to ‘StudentSSN’ on Form 8863, Line 21. The following information may help you determine the form at issue: Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS8917/efile:Student/efile:StudentSSN

The SSNs for a student do not match. Look at your main 1040 form tax return Access both forms and make sure the SSN’s match for each student of forms 8863 and 8917
Before you re-submit your return, go to Step 2 Section 4and input the current date below the date of birth. The current date is the day you intend to e-file the return again.


3 comments:

  1. Error
    No student can claim both an education credit on Form 8863, Education Credits, (American Opportunity and Lifetime Learning Credits) and the tuition and fees deduction on Form 8917 for the same tax year.

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