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Form 8863 instructions

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 the Lifetime Learning Credit for the tax year 2020. It outlines eligibility requirements, including income limits, necessary forms (like Form 1098-T), and details on qualified education expenses. The document also explains the differences between the two credits, their refundable and nonrefundable aspects, and specific conditions under which they can be claimed. Additionally, it includes guidance on adjustments for tax-free educational assistance and refunds.

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Begin by reviewing the general instructions provided for Form 8863, which outlines eligibility for education credits.
Fill in your personal information at the top of the form, including your name and taxpayer identification number (TIN).
In Part I, enter the amount of qualified education expenses for each student. Ensure you have the educational institution's EIN ready.
Complete Part II for nonrefundable credits if applicable, ensuring to check eligibility criteria based on MAGI limits.
For each student, complete Part III separately, providing details about their enrollment and any relevant educational institutions attended.
Review all entries for accuracy before saving or exporting your completed form directly from our platform.

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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 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 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.

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.

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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.