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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8863
for the current year.
IRS Form 8863 Education Credits (American Opportunity and Lifetime Learning Credits)
What Is IRS Form 8863?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8863?
A: IRS Form 8863 is a tax form used to claim education credits.
Q: What education credits can be claimed using Form 8863?
A: Form 8863 can be used to claim the American Opportunity Credit and the Lifetime Learning Credit.
Q: What is the American Opportunity Credit?
A: The American Opportunity Credit provides a tax credit for qualified education expenses incurred during the first four years of post-secondary education.
Q: What is the Lifetime Learning Credit?
A: The Lifetime Learning Credit provides a tax credit for qualified education expenses incurred at an eligible educational institution.
Q: Who is eligible to claim the education credits?
A: Taxpayers who paid qualified education expenses for themselves, their spouse, or a dependent can generally claim the education credits.
Q: What expenses qualify for the education credits?
A: Tuition, fees, and required course materials generally qualify for the education credits. Room and board expenses do not qualify.
Q: How much of a credit can be claimed with Form 8863?
A: The amount of the credit varies depending on the taxpayer's income, the amount of qualified education expenses, and other factors.
Form Details:
- A 2-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8863 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8863 Education Credits (American Opportunity and Lifetime Learning Credits)
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