Form IT-272 Claim for College Tuition Credit or Itemized Deduction Tax Year 2023-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name and Social Security number as shown on your tax return. If applicable, include your spouse’s information.
3. Answer the initial questions regarding dependency status and residency. If you are not claimed as a dependent and were a resident for the entire year, proceed to Part 1.
4. In Part 1, provide details for up to three eligible students. Fill in their names, Social Security numbers, and college information. Ensure you indicate if they are dependents and whether expenses were for undergraduate tuition.
5. Calculate total qualified college tuition expenses in line 3 by summing amounts from line I for all students.
6. Depending on your total expenses, complete either Part 2 or Part 3 to determine your credit amount.
7. If itemizing deductions, mark the appropriate box in Part 4 and follow instructions to complete Worksheet 1 and Worksheet 2 as needed.

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