Form 8863 instructions-2026

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The document provides instructions for Form 8863, which is used to claim education credits such as the American Opportunity Credit and Lifetime Learning Credit for the tax year 2018. It outlines eligibility requirements, income limits, necessary forms (like Form 1098-T), and details on qualified education expenses. The document also highlights changes in MAGI limits, the transition from Form 1040A to Form 1040, and specific rules regarding claiming these credits, including potential penalties for improper claims.

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Click ‘Get Form’ to open it in the editor.
Begin by reviewing the general instructions for Form 8863, which outlines eligibility for education credits. Ensure you have your adjusted gross income (MAGI) ready, as it will determine your eligibility.
Fill out Part I for the Refundable American Opportunity Credit. Enter the amount from Part III for each student and ensure you provide the educational institution's EIN.
Complete Part II for Nonrefundable Education Credits. Enter the student's name and social security number, and provide details about any educational institutions attended.
Review all entries carefully before submitting. Use our platform’s features to save your progress and make edits as needed.

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2023	4.3 Satisfied (45 Votes)
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2018	4.1 Satisfied (35 Votes)
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2011	4.3 Satisfied (55 Votes)

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8863 instructions

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