Education Credits (American Opportunity and Lifetime Learning...

This package includes the following templates: 8863, 1040, 1040-SR and other forms
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The templates you get with the Education Credits (American Opportunity and Lifetime Learning Credits) package

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Forms description

Use Form 8863 to figure and claim your education credits, which are based on qualified education expenses paid to an eligible postsecondary educational institution. There are two education credits. The American Opportunity Credit, part of which may be refundable. The Lifetime Learning Credit, which is nonrefundable.

Form 1040-A was a simplified version of Form 1040 used for filing individual income tax. Filers using 1040-A must have less than $100,000 in taxable income and not have exercised any incentive stock options during the year. The IRS eliminated Form 1040-A for the 2018 tax year in favor of the redesigned Form 1040.

Education Credits (American Opportunity and Lifetime Learning Credits) FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
American opportunity credit: Qualified education expenses include amounts paid for tuition, fees, and course materials, which include books, supplies, and equipment needed for a course of study, whether or not the materials are purchased from the educational institution as a condition of enrollment or attendance.
Form 1040 is what individual taxpayers use to file their taxes with the IRS. A filer also needs to report wages, salary, taxable interest, capital gains, pensions, Social Security benefits, and other types of income. Taxpayers may need to file supplemental tax 1040 forms depending on their situation.
Form 1040-SR allows an individual to report income from wages, salaries, tips, and other income sources. The new form requires a senior to be 65 or older by the end of either 2019 or by the end of the tax filing year. Other senior-friendly features include larger font and spaces to fill in information.
The simplest IRS form is the Form 1040EZ. The 1040A covers several additional items not addressed by the EZ. And finally, the IRS Form 1040 should be used when itemizing deductions and reporting more complex investments and other income.
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