{"id":4312,"date":"2020-12-02T11:12:07","date_gmt":"2020-12-02T17:12:07","guid":{"rendered":"https:\/\/www.hrblock.com\/tax-center\/?p=4312"},"modified":"2021-08-09T10:53:35","modified_gmt":"2021-08-09T15:53:35","slug":"form-8863-update","status":"publish","type":"post","link":"https:\/\/www.hrblock.com\/tax-center\/irs\/forms\/form-8863-update\/","title":{"rendered":"Form 8863"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Claiming education credits on your U.S. tax return<\/h2>\n\n\n\n<p>Getting an education nowadays can be <strong><em>expensive.<\/em><\/strong> If you\u2019re a student hoping to take advantage of one of the IRS\u2019 education tax credits you\u2019ll have to file Form 8863 with your tax return, and there are a few things you should know before you begin.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignright size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"240\" height=\"180\" src=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2020\/12\/Form-8863-thumbnail.jpg\" alt=\"Form 8863 on a desk.\" class=\"wp-image-54450\"\/><\/figure><\/div>\n\n\n\n<p>H&amp;R Block is here to help you rock this year\u2019s tax season, so we\u2019ll break down the basics you should know about Form 8863, including what it is, who qualifies, what expenses qualify, and how to file it.<\/p>\n\n\n\n<p><strong><em>Have other student tax filing questions?<\/em><\/strong><em>&nbsp; Be sure to visit our <a href=\"https:\/\/www.hrblock.com\/tax-center\/student-tax-guide\/\">Tax Guide for College Students<\/a> and find out about student forms that can be filed for free. &nbsp;<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is Form 8863?<\/h2>\n\n\n\n<p>The IRS offers a few educational tax credits students can take advantage of to help offset the high cost of education in the U.S. This includes the <a href=\"https:\/\/www.hrblock.com\/tax-center\/filing\/credits\/american-opportunity-tax-credit\/\">American Opportunity Credit (AOTC)<\/a> and the <a href=\"https:\/\/www.hrblock.com\/tax-center\/filing\/credits\/lifetime-learning-credit\/\">Lifetime Learning Credit (LLC)<\/a>. If used correctly, these education credits can provide some much-needed financial relief and help lower your tax bill. &nbsp;<\/p>\n\n\n\n<p>In order to claim these credits, you have to fill out Form 8863 and attach it to your tax return. While you can\u2019t claim both credits for one student, you can use one form to claim both credits for separate students. For example, say you\u2019re a parent or guardian filing on behalf of two dependents in school. One of them qualifies for the AOTC and the other qualifies for the LLC. In that case, you may use the same form to claim both credits.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Form 8863 &#8211; Qualified expenses<\/h2>\n\n\n\n<p>Not everyone and not everything qualifies for educational tax credits.<\/p>\n\n\n\n<p>To qualify for the:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>AOTC<\/strong>, you (or your dependent) must be (or have been) a student who is pursuing a degree from an accredited (not only licensed) institution, and is (or was) enrolled on at least a half-time basis during the tax year, AND have a <a href=\"https:\/\/www.hrblock.com\/tax-center\/income\/other-income\/modified-adjusted-gross-income\/\">modified adjusted gross income<\/a> (MAGI) below the threshold (for 2020, the threshold is $90,000 or $180,000 for joint filers).<\/li><li><strong>LLC<\/strong>, you (or your dependent) must be (or have been) a student who is (or was) enrolled in at least one course during the tax year, AND have a modified adjusted gross income below the threshold (for 2020, the threshold is $69,000 or $139,000 for joint filers).<\/li><\/ul>\n\n\n\n<p>Find out more about <a href=\"https:\/\/www.hrblock.com\/tax-center\/filing\/adjustments-and-deductions\/what-school-expenses-are-tax-deductible\/\">what education expenses qualify<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Form 8863 Instructions<\/h2>\n\n\n\n<p>Form 8863 instructions can be a little hard to interpret, so the first thing you\u2019ll need to do is find out if your school sent your Form <a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/forms\/why-colleges-send-1098-t-form\/\">1098-T<\/a>, Tuition Statement.<\/p>\n\n\n\n<p>If you can\u2019t find it, or if your school didn\u2019t send you one, it\u2019s possible you can get an electronic copy from your school\u2019s online portal. Or, they may have emailed it to you. While there are some circumstances where you can file without a form, this may raise questions with the IRS.<\/p>\n\n\n\n<p>Some things you\u2019ll need to complete your  IRS Form 8863 are:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Your W2 or 1099. You\u2019ll use this information to calculate your MAGI.<\/li><li>Your institution\u2019s information, including the EIN (employer identification number)<\/li><li>Documentation of your qualified expenses<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">File Form 8863 with H&amp;R Block<\/h2>\n\n\n\n<p>You can file Form 8863 for free using&nbsp;<a href=\"https:\/\/www.hrblock.com\/online-tax-filing\/free-online-tax-filing\/\">H&amp;R Block Free Online<\/a>.&nbsp;<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Some taxpayers are receiving letters from the IRS informing them their returns are now under further review. Some of these letters are related to Form 8863 (Education Credits). Here&#8217;s what you need to know.<\/p>\n","protected":false},"author":406,"featured_media":54449,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,55],"tags":[],"class_list":["post-4312","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-irs","category-forms"],"acf":[],"yoast_head":"<title>IRS Form 8863 | H&amp;R Block<\/title>\n<meta name=\"description\" content=\"The tax experts at H&amp;R Block outline how students and parents can file Form 8863 and document qualified expenses. 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