Purpose of Form Use Form 8917 to figure and take the deduction for tuition and fees expenses paid in 2013. In completing Form 8917 use only the amounts you actually paid plus any amounts you are treated as having paid in 2013 reduced as necessary as described in Adjusted Qualified Education Expenses later. For Paperwork Reduction Act Notice see your tax return instructions. Cat. No. 37728P Form 8917 2013 This page left blank intentionally Page 3 General Instructions Section references are to the...Internal Revenue Code unless otherwise noted. Future Developments For the latest information about developments related to Form 8917 and its instructions such as legislation enacted after it was published go to www.irs.gov/form8917. Form Department of the Treasury Internal Revenue Service OMB No* 1545-0074 Tuition and Fees Deduction Attachment Sequence No* Your social security number Name s shown on return CAUTION Attach to Form 1040 or Form 1040A. Information about Form 8917 and its...instructions is at www*irs*gov/form8917. You cannot take both an education credit from Form 8863 and the tuition and fees deduction from this form for the same student for the same tax year. Before you begin To see if you qualify for this deduction see Who Can Take the Deduction in the instructions below. If you file Form 1040 figure any write-in adjustments to be entered on the dotted line next to Form 1040 line 36. See the 2013 Form 1040 instructions for line 36. a Student s name as shown on...page 1 of your tax return First name b Student s social security number as shown on page 1 of your tax return Last name Add the amounts on line 1 column c and enter the total. Enter the amount from Form 1040 line 22 or Form 1040A line 15 c Adjusted qualified expenses see instructions Enter the total from either. Form 1040 lines 23 through 33 plus any write-in adjustments entered on the dotted line next to Form 1040 line 36 or Subtract line 4 from line 3. If the result is more than 80 000 160 000...if married filing jointly stop you cannot take the deduction for tuition and fees. If you are filing Form 2555 2555-EZ or 4563 or you are excluding income from Puerto Rico see Effect of the Amount of Your Income on the Amount of Your Deduction in Pub. 970 chapter 6 to figure the amount to enter on line 5. filing jointly Yes. Enter the smaller of line 2 or 2 000. No* Enter the smaller of line 2 or 4 000. Also enter this amount on Form 1040 line 34 or Form 1040A line 19. This deduction is based on...adjusted qualified education expenses paid to an eligible postsecondary educational institution* See Qualified Education Expenses later for more information* You may be able to take the American opportunity credit TIP or lifetime learning credit for your education expenses instead of the tuition and fees deduction* See Form 8863 Education Credits and Pub. 970 Tax Benefits for Education for more information about these credits. Who Can Take the Deduction dependent you claim on your tax return was...a student enrolled at or attending an eligible educational institution* The deduction is based on the amount of qualified education expenses you paid for the student in 2013 for academic periods beginning in 2013 and those beginning in the first 3 months of 2014.
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Instructions and Help about IRS 8917
How to edit IRS 8917
How to fill out IRS 8917
Instructions and Help about IRS 8917
How to edit IRS 8917
To edit IRS 8917, download the tax form and open it in your preferred PDF editing software. Using pdfFiller, you can easily add text, make corrections, or update any necessary information before submission. Ensure that all changes are accurate to avoid any issues with the IRS.
How to fill out IRS 8917
Filling out IRS 8917 involves several steps that require specific information about qualified tuition and related expenses. Start by gathering all necessary documents such as Form 1098-T, which reports tuition paid. Follow these steps:
01
Enter your personal information at the top of the form, including your name and Social Security number.
02
Report the qualified tuition and related expenses paid during the tax year.
03
Calculate your eligible deduction based on the expenses reported.
04
Sign and date the form upon completion before submission.
About IRS 8 previous version
What is IRS 8917?
IRS 8917 is a tax form used by taxpayers to claim a deduction for qualified tuition and related expenses paid for higher education. It is specifically designed to help taxpayers reduce their taxable income based on educational costs incurred during the tax year.
Who needs the form?
IRS 8917 should be filled out by taxpayers who paid for qualified tuition and other educational costs for themselves, their spouse, or their dependents. If you fall under this category and wish to claim the deduction, completing this form accurately is essential.
Components of the form
The components of IRS 8917 include sections for personal information, qualified education expenses, and calculations for the deduction. Each component must be filled out correctly to ensure accurate reporting and compliance with IRS requirements.
What are the penalties for not issuing the form?
Failing to issue IRS 8917 when required can lead to penalties, including the denial of your claim for the tuition deduction. The IRS may also impose interest on underpaid taxes resulting from not properly reporting qualified education expenses.
Is the form accompanied by other forms?
IRS 8917 is often submitted alongside other forms such as Form 1040. If you are claiming additional education credits, you may also need to complete Form 8863 for the American Opportunity Credit or Lifetime Learning Credit.
What is the purpose of this form?
The primary purpose of IRS 8917 is to allow taxpayers to claim a deduction for tuition and related expenses that qualify for educational credits. This deduction is beneficial for individuals paying for themselves or their dependents' higher education expenses, and it can lead to significant tax savings.
When am I exempt from filling out this form?
You may be exempt from filling out IRS 8917 if you did not incur any qualified tuition and related expenses during the tax year. Additionally, if you are ineligible to claim the deduction based on income or filing status, you do not need to complete the form.
Due date
IRS 8917 must be submitted by the tax filing deadline, which is typically April 15 of the following tax year. If you are unable to file by this date, you may apply for an extension, but any owed taxes must still be paid to avoid penalties.
What information do you need when you file the form?
When filing IRS 8917, you will need personal identification details, such as your Social Security number, as well as records of tuition payments, such as Form 1098-T. Accurate records are critical for substantiating the claims on the form.
Where do I send the form?
IRS 8917 should be sent to the appropriate address based on your place of residence as indicated in the IRS instructions for filing. Ensure you check the latest guidelines for specific submission locations.
FAQ about IRS 8917
What should I do if I realize I've made a mistake after filing my 2013 form 8917?
If you discover an error after submitting your 2013 form 8917, you should file an amended return using Form 1040-X. Clearly indicate the changes and provide accurate information. Be aware that processing times for amended returns can vary, so monitor your status to ensure it has been received.
How can I verify if my 2013 form 8917 has been processed?
To check the status of your 2013 form 8917 after submission, use the IRS 'Where's My Refund?' tool or contact the IRS directly. Keep your filing details handy for quicker assistance. It's important to note that the processing time may take longer during peak seasons.
What measures should I take to ensure my 2013 form 8917 is secure during e-filing?
When e-filing your 2013 form 8917, use trusted tax software with strong security measures, such as encryption and digital signatures. Ensure your internet connection is secure and always log out from your accounts after completing your submission to protect your personal data.
How can I address a notice or letter I received regarding my 2013 form 8917?
If you receive a notice about your 2013 form 8917, carefully read the correspondence for details regarding what may need to be corrected or clarified. Collect any necessary documentation and respond promptly to the IRS, following the instructions provided in the notice to avoid further complications.
What common errors should I be aware of when filing the 2013 form 8917?
Common errors when filing the 2013 form 8917 include incorrect personal information and failing to calculate the tuition and fees deduction accurately. Double-check all figures and ensure all required fields are completed to minimize the chances of rejection or delays in processing.
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