Update: 2/12/2020 – Issue 4208 is now resolved.
Update: 2/11/2020 – Issue 4208 is actively being worked. The update should be released this week. This blog post will be updated once the update is live.
Issue 4208:
Unable to Claim Refundable Portion of American Opportunity Tax Credit (AOTC) for Students that provide more than half of their own support.
Workaround to Calculate Refundable Portion of American Opportunity Tax Credit (AOTC):
In Basic Information, check the box indicating the Taxpayer CAN BE claimed as a dependent on another return but IS NOT claimed as a dependent. Complete the Education Credit menu and answer YES to qualifying for the Refundable Portion of AOTC when asked. Continue to save the entry. Return to the Basic Information page and uncheck that Taxpayer CAN BE claimed as a dependent on another tax return. The Refundable Portion of AOTC will remain calculated on the return as long as the Education Credit menu is not accessed again.