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.

  • 1
    I am having the same problem. I have attempted to fix this five times.
    – user82037
    Commented Jan 30, 2019 at 18:24
  • 1
    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
  • 1
    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
  • 1
    @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


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.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .