Form 8863-2026

1. Click 'Get Form' to open it in the editor.
2. Begin by entering your social security number and the names shown on your return at the top of the form.
3. Complete Part I for the refundable American Opportunity Credit. Enter totals from Part III for each student, ensuring you follow the income limits based on your filing status.
4. Proceed to Part II for nonrefundable education credits. Calculate adjusted qualified education expenses and ensure you enter amounts correctly as instructed.
5. For each student, complete Part III with their information, including educational institution details and eligibility questions.
6. Once all sections are filled out, review your entries for accuracy. You can then print, download, or share the completed form directly from our platform.

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