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Form8863Department of the Treasury Internal Revenue Service (99)Education Credits (American Opportunity and Lifetime Learning Credits) OMB No. 154500742021 Attach to Form 1040 or 1040SR. Go to www.irs.gov/Form8863
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Who needs the Form 8863?

Form 8863 is the United States Internal Revenue Service forms that should be filled out by taxpayers to figure out and claim their education credits. Logically, this form, Education Credits (American Opportunity and Lifetime Learning Credit), can be used for claiming the American opportunity credit, the Lifetime Learning credit, or both. Part of the American Opportunity Credit may be refundable while the Lifetime Learning Credit is not. This means that a refundable credit can give the taxpayer a refund regardless of whether they owe any tax and are required to file a tax return, or not. A non-refundable credit can reduce the amount of their tax, but any excess amount will not be refunded.

What is the Education Credits Form 8863 for?

The form should be filed if the taxpayers, their spouse or dependent (indicated on the tax return) was enrolled at, or attending, an eligible educational institution as a student.

Is the IRS 8863 Form accompanied by any other forms?

The Form 8863 is to be filed as an accompaniment to the individual income tax return. It is not meant to be submitted separately.

When is the Form 8863 due?

So far as the Education Credits form is submitted with Form 1040 or equivalent, it is expected on the 15th day of the fourth month after the end of the reported tax year.

How to fill out the Form 8863?

The completed form is to give the following information:

  • Name and SSN of the taxpayer;
  • Financial details of the American Opportunity Credit (Part 1);
  • Details of the nonrefundable education credits (Part 2);
  • Information about the student and educational institution (Part 3).

Where to send the filled out form?

The completed Education Credit Form 8863 must be directed to the local office of the Internal Revenue Service.

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Video instructions and help with filling out and completing tax filing
Instructions and Help about form 8863
Okay for this video I wanted to cover IRS form 8863 this is how to claim the education tax credit for the American opportunity tax credit, so the form is used to claim either one of these two so American opportunity or lifetime learning in this example I'm going to cover the ATC rather than the lifetime learning because the American opportunity credit is generally more favorable it provides greater amounts, and you can claim it on a per-student basis rather than just one per taxpayer okay, so I've got the form in front of us here we'll go through this, but I've also got a slide here where I want to cover some background on these credits and wonder what are some differences between the two, and then we'll look at the fact pattern so broadly speaking there's a number of different types of tax credits or incentives that the IRS offers you if you're a US student right, so the first one is the American opportunity tax credit that's what we'll cover in this video and then there's a lifetime learning tax credit the third one here the tuition and fees tax deduction...

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