For Paperwork Reduction Act Notice see your tax return instructions. Cat. No. 37728P Form 8917 2015 Page 2 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 they were published go to www.irs.gov/form8917. Purpose of Form Use Form 8917 to figure and take the deduction for tuition and fees expenses paid in 2015....In completing Form 8917 use only the amounts you actually paid plus any amounts you are treated as having paid in 2015 reduced as necessary as described in Adjusted Qualified Education Expenses later. 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 2015 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 educational institution postsecondary. 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 2015 for academic periods beginning in 2015 or beginning in the first 3 months of 2016.
pdfFiller is not affiliated with IRS
Get, Create, Make, and Sign IRS 8917
Edit your IRS 8917 online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your IRS 8917 via URL. You can also download, print, or export forms to your preferred cloud storage service.
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, you can utilize pdfFiller's tools. First, upload the form to the platform. Next, use the editing features to modify any information as needed. Once completed, ensure all changes are saved before submitting or printing the form.
How to fill out IRS 8917
Filling out IRS 8917 requires gathering specific information regarding eligible education expenses. Follow these steps to complete the form:
01
Enter your personal information, including your name and Social Security number.
02
Provide details for the qualified education expenses you incurred during the tax year.
03
Calculate the tax deduction based on the expenses reported.
04
Sign and date the form before submission.
About IRS 8 previous version
What is IRS 8917?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
Due date
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS 8 previous version
What is IRS 8917?
IRS 8917 is the tax form used to claim the Tuition and Fees Deduction. This deduction can help reduce your taxable income based on qualified higher education expenses.
What is the purpose of this form?
The purpose of IRS 8917 is to allow taxpayers to claim a deduction for qualified tuition and related expenses for themselves, their spouse, or their dependents. This can lead to significant tax savings for those who qualify.
Who needs the form?
Individuals who have incurred qualified education expenses for higher education during the tax year should file IRS 8917. This includes students paying tuition for themselves, their spouses, or dependents who are enrolled in eligible educational institutions.
When am I exempt from filling out this form?
You may be exempt from filling out IRS 8917 if you do not have any qualified education expenses, or if you are claiming other tax benefits that cover those expenses, such as the Lifetime Learning Credit or the American Opportunity Credit.
Components of the form
The IRS 8917 comprises several sections, requiring personal identification information, details of the education institution, and a summary of qualified expenses. Each section must be completed accurately to ensure proper processing by the IRS.
Due date
The due date for filing IRS 8917 aligns with the standard tax return deadline. For most individuals, this is typically April 15 of the year following the tax year in question. Ensure timely submission to avoid penalties.
What are the penalties for not issuing the form?
Failing to file IRS 8917, when required, can result in the disallowance of tax deductions and potential penalties. The IRS may impose fines for incorrect or missing information, which can increase your overall tax liability. Always ensure compliance to avoid these consequences.
What information do you need when you file the form?
When filing IRS 8917, you need specific information, including your Social Security number, the total amount of qualified education expenses, and the name and address of the educational institution. Ensure all information is accurate to avoid processing issues.
Is the form accompanied by other forms?
IRS 8917 may need to be filed alongside your main tax return form, such as IRS Form 1040. Ensure all necessary forms are included to support your claims for deductions.
Where do I send the form?
Once completed, IRS 8917 should be submitted with your federal tax return to the address specified in the IRS instructions for Form 1040. Submission details can vary based on your location and whether you are filing electronically or by mail.
FAQ about IRS 8917
How can I correct mistakes after filing the 2015 IRS Form 8917?
If you need to correct mistakes on your 2015 IRS Form 8917, you'll need to file an amended return using Form 1040-X. Ensure you include the corrected information as well as an explanation of the changes made. It's essential to provide any relevant documentation to support your claims and keep a copy of the amended form for your records.
How can I verify the status of my 2015 IRS Form 8917 submission?
To check the status of your 2015 IRS Form 8917 submission, you can use the IRS 'Where's My Refund?' tool if you are expecting a refund. If you e-filed, you may also receive an acknowledgment email that indicates whether your form was accepted or rejected. Be sure to note any rejection codes provided to identify issues that need resolution.
What should I consider regarding e-signature acceptability for the 2015 IRS Form 8917?
When filing the 2015 IRS Form 8917 electronically, e-signatures are generally accepted if you use approved tax software. Ensure that your software complies with IRS guidelines for e-signatures. This adds a layer of security and confirms your intention to file. Always keep documentation of your submission in a secure location.
What common errors should I avoid when submitting the 2015 IRS Form 8917?
Common errors while filing the 2015 IRS Form 8917 include incorrect mathematical calculations and missing signatures. Additionally, ensure that you are not entering incorrect identification numbers or mismatching tax years when reporting. Double-checking your entries can help prevent unnecessary processing delays or rejections.
What steps should I take if I receive an audit notice after filing my 2015 IRS Form 8917?
If you receive an audit notice regarding your 2015 IRS Form 8917, respond promptly and carefully review the notice for details about what documentation is required. Prepare the necessary documents, such as receipts or transcripts, to support your claims effectively. Consider consulting with a tax professional for guidance on how to proceed with the audit process.
Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
