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When claiming education credit for tuition and education expenses, how do I decide which education tax benefit is most advantageous to my situation?

To choose the education credit that gives you the best tax benefit for 2016, you'll most likely have to decide between:

  • American Opportunity Credit -- Use Form 8863 for this this credit, which usually:
    • Offers the most benefit
    • Is only available to degree-seeking students
  • You do not qualify for the American Oppurtunity Credit if:
    • You aren't in your first four years of post-secondary education.
    • You aren't enrolled at least half-time.
    • You've been convicted of a felony drug offense.
    • Lifetime Learning Credit -- You can claim this credit:
      • For an unlimited number of years
      • Even if you aren’t seeking a degree

Ready to file?

You've got your forms. And we've got your back. There's only one thing left to do. Let's do this.


So how much will you get (or owe) this year? That’s the million-dollar question. We happen to have three very useful calculators to help you estimate your refund or balance due.

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