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IRS Statement on Form 8863, Education Credits

Update April 25, 2013

The IRS worked quickly to process tax returns affected by a problem with a limited number of software company products involving some taxpayers filing Form 8863, Education Credits. As a result, the IRS was able to issue refunds to virtually all affected taxpayers by mid-April , with many receiving their refunds even sooner. There may be a small group of these returns that may have other issues that continue to be worked.

Taxpayers can check “Where’s My Refund?” on IRS.gov to determine the status of their refund. "Where's My Refund?" is usually updated overnight, so taxpayers only need to check the tool once a day.

Update March 26, 2013

Over the last two weeks the IRS has worked diligently to process tax returns affected by a problem with a limited number of software company products involving some taxpayers filing Form 8863, Education Credits. The IRS previously estimated that it could take 4-6 weeks from March 12 to issue refunds to the impacted taxpayers. Due to the special steps the IRS took to help these taxpayers,  the work is being completed more quickly than anticipated — in two to four weeks. Many affected taxpayers have already received their refunds and more are on their way. The IRS expects to issue nearly all of these refunds in early to mid-April .   

Taxpayers affected by this issue can check “Where’s My Refund?” on IRS.gov to determine the status of their refund. The IRS reminds taxpayers that "Where's My Refund?" is usually updated overnight, so taxpayers only need to check the tool once a day.

March 12, 2013

The IRS is aware of a problem with a limited number of software company products that affected some taxpayers filing Form 8863, Education Credits, between Feb. 14 and Feb. 22. The problem resulted in those tax returns requiring additional review by the IRS.

The IRS is continuing to review the situation and working with affected software companies to assist in the processing of these tax returns. Typically, the review process for a situation like this takes up to 8 weeks. We are taking special steps to help taxpayers. This means the IRS may need as much as 4-6 weeks from this date to issue a refund to the taxpayer. While the number of tax returns affected is around 10 percent of the total returns claiming the credit, the IRS continues working aggressively to address this situation and hopes to reduce those projected refund time frames further.

Taxpayers who filed a Form 8863 with their tax return during this time period can check “Where’s My Refund?” on IRS.gov to determine the status of their refund. If taxpayers have not received a refund date and filed during the affected period, they should contact their software provider to determine if they may be in the affected group.

The IRS reminds taxpayers that "Where's My Refund?" is usually updated overnight, so taxpayers don't need to check “Where's My Refund?” more than once a day.

Page Last Reviewed or Updated: 07-Mar-2014