Form 8863 2013-2025

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The document is Form 8863, used for claiming education credits such as the American Opportunity Credit and Lifetime Learning Credit on U.S. tax returns. It includes instructions for calculating refundable and nonrefundable education credits based on qualified education expenses, income limits, and eligibility criteria for students. The form requires detailed information about each student and their educational institutions.

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Begin with Part I. Enter your social security number and the name(s) shown on your return. Complete a separate Part III for each student before filling out Parts I and II.
For the Refundable American Opportunity Credit, enter the total amounts from all Parts III, line 30. Follow the instructions to determine eligibility based on income limits.
Proceed to calculate your credit by multiplying line 1 by the result from line 6. If applicable, check the box if you meet specific age conditions.
In Part II, complete calculations for Nonrefundable Education Credits using similar steps as in Part I, ensuring you follow through with lines 10 through 19.
Finally, ensure all information is accurate, then print, download, or share your completed form directly from our platform.

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Versions	Form popularity	Fillable & printable
2023	4.2 Satisfied (23 Votes)
2022	4.8 Satisfied (61 Votes)
2021	4.9 Satisfied (28 Votes)
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)
2015	4 Satisfied (27 Votes)
2014	4 Satisfied (25 Votes)
2013	4.2 Satisfied (58 Votes)
2012	4.2 Satisfied (29 Votes)
2011	4.1 Satisfied (64 Votes)
2010	4 Satisfied (20 Votes)
2006	4 Satisfied (50 Votes)

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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. Form 8863 - IRS - HR Block HR Block forms form-8863-update HR Block forms form-8863-update

What disqualifies you from claiming the American Opportunity Credit?

AOTC income limits You receive a reduced amount of the credit if your MAGI is over $80,000 but less than $90,000 (over $160,000 but less than $180,000 for married filing jointly). You cant claim the credit if your MAGI is over $90,000 ($180,000 for joint filers). American Opportunity Tax Credit | Internal Revenue Service IRS credits-deductions individuals a IRS credits-deductions individuals a

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. Form 8863: How to File Education Credits as an American Expat Greenback Expat Tax Services form-8863 Greenback Expat Tax Services form-8863

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.

Who cannot take an education credit on their tax return?

Who cannot claim an education credit? You cannot claim an education credit when: Someone else, such as your parents, list you as a dependent on their tax return. Your filing status is married filing separately.

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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. Request Assistance with figuring out number of years of Education TurboTax Support - Intuit tax-credits-deductions discussion TurboTax Support - Intuit tax-credits-deductions discussion

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. Be enrolled at least half-time for at least 1 academic period* beginning in the tax year.