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The document provides detailed 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 2020. It outlines eligibility requirements, income limits, necessary forms (like Form 1098-T), and specific rules regarding qualified education expenses. The document also highlights changes in income limits for the Lifetime Learning Credit and emphasizes the importance of providing accurate information to avoid penalties related to claiming these credits.

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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.

What is the income limit for Form 8863?

Limits on modified adjusted gross income (MAGI). The lifetime learning credit and the American opportunity credit MAGI limits are $180,000 if youre married filing jointly ($90,000 if youre filing single, head of household, or qualifying surviving spouse).

Who should file form 8863?

Use Form 8863 to figure and claim your education credits, which are based on qualified education expenses paid to an eligible postsecondary educational institution. There are two education credits. The American Opportunity Credit, part of which may be refundable.

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.

Is Form 8863 the same as Schedule 3?

The American Opportunity Credit is calculated on Form 8863, Education Credits. The total credit amount goes to Form 1040. The total credits are carried to Schedule 3 then Form 1040 for the nonrefundable portion of the credit and Form 1040 for the refundable portion of the credit.

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

To claim the American opportunity credit complete Form 8863 and submit it with your Form 1040 or 1040-SR. Enter the nonrefundable part of the credit on Schedule 3 (Form 1040 or 1040-SR), line 3. Enter the refundable part of the credit on Form 1040 or 1040-SR, line 29.

What does the IRS consider a qualified education expense?

Qualified expenses are amounts paid for tuition, fees and other related expense for an eligible student that are required for enrollment or attendance at an eligible educational institution. You must pay the expenses for an academic period* that starts during the tax year or the first three months of the next tax year.