ph6
New Member

Can I manually change the unused federal tuition amount that is automatically applied by the TurboTax software?

My nephew has ~$10,000 in unused federal tuition and education amount carried over from 2015. He started working full time in 2016. Without using the tuition carry over, he already has a $300 tax return (as his income was less than $20,000 in 2016). However, the TurboTax software is automatically applying ~$5,000 this year and carrying over the rest. Is there a way I can manually change this so that I can carry over the full $10,000 amount to apply in future years when his income is higher?

Seniors and students

You cannot pick and choose whether or not to claim unused tuition amounts or the year you want to apply them to. They must be used in the first available year that you have income and to to the extent to reduce your taxes to zero.   If there is still a portion to carry forward it will be applied to the next year where you have income etc.  

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ph6
New Member

Seniors and students

Thank you!

Seniors and students

Turbotax is automatically using all unused/carry forward amounts resulting in over a $3000.00 return. I am not able to keep carrying forward some of these amounts? Yet lasts year it wouldn't apply them and had the pay $146 dollars

Seniors and students

Turbotax is automatically using all unused/carry forward amounts resulting in over a $3000.00 return. Am I not able to keep carrying forward some of these amounts? Yet last year it wouldn't apply them and had to pay $146 dollars

Seniors and students

TurboTax should have automatically used the amount necessary so that your return would be at zero. 

Please complete this form if you feel it was a TurboTax error. 

https://turbotax.community.intuit.ca/community/after-you-file-questions/help/how-do-i-submit-a-claim...