F8863-026 e-file error

If Form 8863, 'RefundableAmerOppCreditAmt' and/or 'TentativeEducCrLessRfdblCrAmt' has a non-zero value, then 'EIN' must have a value in each occurrence of 'EducationalInstitutionGroup' in the 'StudentAndEducationalInstnGrp'.
This error message displays if the institution EIN is missing for the American Opportunity Credit on Form 8863.

Solution

  1. Go to the Educate folder.
  2. Select the Educate screen.
  3. Open the
    Eligible student information
    statement.
  4. Enter the EIN in the Institution EIN column.
  5. Switch to Form view and make sure the EIN displays in Form 8863, Page 2, line 4.
  6. Recreate and retransmit the e-file.
If a client gets this error on a prior year return and they didn't receive a 1098T (meaning lines 2 and 3 should actually be marked no and not yes), override line 4 with the EIN.

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