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Form 8863 instructions-2026
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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.
Start using our platform today to easily fill out Form 8863 and streamline your tax credit claims!
See more form 8863 versions
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2025 | 4.5 Satisfied (51 Votes) | |
| 2024 | 4.9 Satisfied (54 Votes) | |
| 2023 | 4.3 Satisfied (45 Votes) | |
| 2022 | 4.6 Satisfied (60 Votes) | |
| 2021 | 4.8 Satisfied (200 Votes) | |
| 2020 | 4.3 Satisfied (104 Votes) | |
| 2019 | 4.4 Satisfied (121 Votes) | |
| 2018 | 4.1 Satisfied (35 Votes) | |
| 2017 | 4.4 Satisfied (136 Votes) | |
| 2016 | 4.3 Satisfied (127 Votes) | |
| 2015 | 4.3 Satisfied (183 Votes) | |
| 2013 | 4.3 Satisfied (72 Votes) | |
| 2012 | 4.3 Satisfied (109 Votes) | |
| 2011 | 4.3 Satisfied (55 Votes) | |
| 2009 | 4 Satisfied (22 Votes) |
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8863 instructions 2021
Please read IMPORTANT SAFETY INSTRUCTIONS on page 10 before use. It is important to read and understand all instructions. Keep these precautions andRead more
Nov 6, 2025 Use Form 8863 to figure and claim your education credits, which are based on adjusted qualified education expenses paid to an eligibleRead more