The IRS recommends the following actions regarding Form 8863 and Letter 12C:
If your client has received a Letter 12C related only to issues surrounding Form 8863, Questions 25-26, and has already responded to that letter, no further action is necessary.
If your client has received a Letter 12C related only to issues surrounding Form 8863, Questions 25-26, and has not yet responded to that letter, no further action or response is necessary.
If your client has not received a Letter 12C, no further action is necessary.
Please note:
If your client has received a Letter 12C related to issues surrounding Form 8863, Questions 25-26 as well as other issues, your client should respond to that letter.
If your client has received a Letter 12C concerning any issue not related to Form 8863, your client needs to respond to that letter.
We work closely with the IRS to resolve these issues and ensure your clients' returns are processed as quickly as possible. While the IRS is taking special steps to help impacted taxpayers and is working aggressively to address this situation, it may take 4-6 weeks from this date to issue refunds to affected taxpayers. Remind your clients they can check "Where's My Refund?" on IRS.gov to track the status of their refund. "Where's My Refund?" is updated nightly, so clients only need to check the site once daily.
This information applies to all years of the UltimateTax software.
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