2018 form 8863-2025

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Form 8863 is used to claim education credits, specifically the American Opportunity Credit and Lifetime Learning Credit, on tax returns. It requires information about the taxpayer and students, including educational institutions attended and eligibility criteria. The form outlines calculations for refundable and nonrefundable credits based on income thresholds and qualified education expenses.

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Click 'Get Form' to open IRS Form 8863 (2018) in the editor.
Begin by entering your social security number and the names shown on your return at the top of the form.
Complete Part I for the Refundable American Opportunity Credit. After filling out Part III for each student, enter the total amounts from line 30 in Part I, line 1.
Follow through with lines 2 to 6, ensuring you accurately calculate your eligibility based on income limits and education expenses.
Proceed to Part II for Nonrefundable Education Credits. Enter totals from Part III, line 31, and follow instructions for lines 10 to 17.
Complete Part III for each student claiming credits. Provide necessary educational institution information and ensure all questions are answered accurately.
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Versions	Form popularity	Fillable & printable
2023	4.2 Satisfied (23 Votes)
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2020	4.3 Satisfied (120 Votes)
2019	4.3 Satisfied (185 Votes)
2018	4.4 Satisfied (185 Votes)
2017	4.3 Satisfied (131 Votes)
2016	4.4 Satisfied (449 Votes)
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2011	4.1 Satisfied (64 Votes)
2010	4 Satisfied (20 Votes)
2006	4 Satisfied (50 Votes)

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How do I get the full $2500 American Opportunity Credit?

Claiming the 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.

How do I know if I have claimed the American Opportunity tax credit?

When you look at a previous years tax return, if you have an amount on Line 3 of Schedule 3 (education credits), you have a Form 8863 that you can view to see which credit you took. If there is no amount on Line 3, Schedule 3, the American Opportunity Tax Credit was not taken.

Who needs to 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.

What is the American Opportunity Credit 2018?

The American Opportunity Tax Credit (AOTC) is a credit for qualified education expenses paid for an eligible student for the first 4 years of higher education. You can get a maximum annual credit of $2,500 per eligible student.

Is the American Opportunity Credit no longer available in 2018?

The statement is False. The American Opportunity Credit is still available beyond 2018. The American Opportunity Credit is a tax credit in the United States that provides up to $2,500 per student per year for qualified education expenses for the first four years of higher education.

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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.

What is the American Opportunity Tax Credit for $4000?

The American Opportunity Tax Credit is a refundable tax credit for undergraduate college education expenses. This credit provides up to $2,500 in tax credits on the first $4,000 of qualifying educational expenses.