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n200080 [17]
3 years ago
10

Lisa is a full-time undergraduate student who wants to claim AOC. She brings in her school billing statement, as well as receipt

s for books she purchased for her college courses. Lisa informs her Tax Professional that she did not receive a Form 1098-T. The Tax Professional should do all of the following to meet the due diligence recordkeeping requirement. a. Require Lisa to obtain a Form 1098-T before she can claim AOTC. Then make a photocopy of the Form 1098- to include in the H&R Block client file. b. Determine if Lisa's college is an eligible educational institution and document tie conversation about verifying Lisa's college attendance during the year. c. Take a photocopy of Lisa's billing statement and book recebts to keep in H&R Block dient file. as well as document the questions asked and answers provided to determine Lisa's AOTC eligibility. d. Both B and C are
Business
1 answer:
Romashka [77]3 years ago
7 0

Answer:

Option D

Explanation:

Option D are all the requirements needed for to process the eligibility of Lisa for aoc and applying for aoc.

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