Form 8863 instructions-2025

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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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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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How to get the full $2500 American Opportunity Credit?

To claim AOTC, you must complete the Form 8863 and attach the completed form to your tax return. To be eligible for AOTC, the law requires the student to have received Form 1098-T, Tuition Statement, from an eligible educational institution, domestic or foreign.

What is the credit limit for form 8863?

Lifetime Learning Credit The amount of your credit phases out over a MAGI range of $80,000 to $90,000 ($160,000 to $180,000 if you file a joint return). No credit is available if your MAGI is $90,000 or more ($180,000 or more if you file a joint return).

Who qualifies for the American Opportunity Tax Credit?

To be eligible for AOTC, the student must: Be pursuing a degree or other recognized education credential in a post-secondary educational institution eligible to participate in a US Department of Education student aid program.

How does form 8863 affect my tax refund?

The completed form transfers your credit amount to Schedule 3 of Form 1040, where it reduces your tax liability dollar-for-dollar. For the American Opportunity Credit, up to $1,000 can be refundable, meaning you can receive it even if you owe no taxes.

Who should fill out form 8863?

If youre a student hoping to take advantage of one of the IRS education tax credits youll have to file Form 8863 with your tax return, and there are a few things you should know before you begin.

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Who should claim education credit?

You, your dependent or a third party pays qualified education expenses for higher education. An eligible student must be enrolled at an eligible educational institution. The eligible student is yourself, your spouse or a dependent you list on your tax return.

Form 8863 instructions-2025

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How to get the full $2500 American Opportunity Credit?

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Who should fill out form 8863?

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