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I'm trying to file my 2018 taxes, which include form 8863 (nonrefundable education credits) and therefore also schedule 3. I keep getting the following error when I file:

Issue : Business Rule IND-422 - Form 1040, Schedule 3, 'EducationCreditAmt' must be equal to Form 8863, 'NonrefundableEducationCrAmt'.

The following information may help you determine the form at issue: Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS8863/efile:NonrefundableEducationCrGroup/efile:NonrefundableEducationCrAmt

Issue : Business Rule F1040-064-03 - Form 1040, 'TotalCreditsAmt' must be equal to the sum of the following: 'CTCODCAmt' and Form 1040, Schedule 3, 'ForeignTaxCreditAmt' and 'CreditForChildAndDepdCareAmt' and 'EducationCreditAmt' and 'RtrSavingsContributionsCrAmt' and 'ResidentialEnergyCreditAmt' and 'OtherCreditsAmt'.

The following information may help you determine the form at issue: Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS1040/efile:TotalCreditsAmt

From these two errors, I would guess that "EducationCreditAmt" on schedule 3 isn't being set correctly on the software, despite it showing up correctly on the screen. However, all fields on schedule 3 are automatically calculated by free file, so I don't think there is much I can do about this.

Has anyone experienced anything similar and solved the problem? As a last resort I could just mail in my taxes, but hopefully there's an alternative.

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    I am having the same problem. I have attempted to fix this five times.
    – user82037
    Commented Jan 30, 2019 at 18:24
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    I get the same error related to "retirement savings contribution credit." Only one value entered. That value equals the total. Yet the error says they're not equal. Seems like a s/w defect to me.
    – kirk
    Commented Jan 30, 2019 at 19:46
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    I just noticed this is listed as a bug in this page: irs.gov/e-file-providers/… It's claimed it should be fixed by February 1.
    – user121664
    Commented Jan 30, 2019 at 20:13
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    @user121664 Good find. Feel free to post an answer to your own question.
    – Ben Miller
    Commented Jan 30, 2019 at 20:18

1 Answer 1

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This is confirmed as a bug in https://www.irs.gov/e-file-providers/free-file-fillable-forms-help##knownsoftware with tentative fix date of February 1.

Edit: as of February 4, this bug seems to be fixed.

Edit: as of February 15, 2020, this bug is back and unfixed in the 2019 tax year software.

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