14950: AZ - EF Message 0018

 Arizona EF Message 0018 states: 

AZ322 - Carryover Verification Required

The software has determined that manual verification is required for this form. Please review the AZ322 screen Part 3 Available Credit Carryover section. Once satisfied check the box to remove this message.

This EF Message is in regards to the AZ 322 Credit for Contributions made or Fees Paid to Pubic Schools. To qualify for this credit, you must make contributions or pay fees to a public school located in Arizona, for one of the qualified activities or programs of the public school.

Qualified Activities and Programs include:

• standardized testing for college credit or readiness offered by a widely recognized and accepted educational testing organization
•  the career and technical education industry certification assessment
• preparation courses and materials for standardized testing
• cardiopulmonary resuscitation training
• character education programs
  
• extracurricular activities

Note: Per AZ 322 instructions: extracurricular activities are school-sponsored activities that may require enrolled students to pay a fee in order to participate. The activities must supplement the school's education program and may be educational or recreational. Each school district will determine what activities are extracurricular activities for each public school located in that district. Examples of these activities are use of band uniforms, use of equipment or uniforms for varsity athletics, use of scientific laboratory equipment or materials, and in-state or out-of-state trips that are solely for competitive events.

For further instruction, review the AZ 322 Instructions.

To resolve this EF Message, go to Data Entry > States Tab > Arizona > High-Use Credits Tab > Screen 322 Fees Paid to Public Schools.

Review the numbers on this screen to ensure that the carryover amounts are correct. If they are correct, check the box that states I have verified the carryover amounts are correct.

If this is the first year that the taxpayer is claiming the credit, the box that states I have verified the carryover amounts are correct must also be marked to allow a current year credit to flow to the 322 screen and be updated to next year.

Note: Per the AZ 322 instructions: The maximum amount of credit that a taxpayer can establish for the current taxable year for contributions or fees paid is $200 for single taxpayers or heads of household. For married taxpayers filing a joint return, the maximum amount of credit that can be established for the current taxable year is $400. In most cases, for married taxpayers who file separate returns, each spouse may claim only one-half (1/2) of the credit that would have been allowed on a joint return.