IRS Form 8863 is the official document used to claim the American Opportunity Credit and the Lifetime Learning Credit. Whether you’re a student, a parent, or a lifelong learner, this fillable PDF lets you enter the required information directly in your browser—no extra software needed.
Form 8863 calculates the amount of education‑related tax credits you may be eligible for. The credit can reduce your tax bill by up to $2,500 per eligible student. The form is filed with your annual Form 1040 and requires details such as qualified tuition, required fees, and the student's enrollment status.
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No. You must choose one credit per student per tax year. The American Opportunity Credit generally offers a higher amount, but the Lifetime Learning Credit can be used for a broader range of courses.
When you e‑file, the information from Form 8863 is entered directly into the tax software. However, keeping a completed copy for your records is recommended.
Qualified expenses include tuition, required enrollment fees, and course materials needed for attendance. Room, board, and transportation are not eligible.
You can claim credits for multiple eligible students on the same Form 8863, each listed on a separate line in Part I.
Form 8863 must be filed with your federal income tax return, typically by April 15 of the filing year, unless you obtain an extension.
You can file an amended return using Form 1040‑X and attach a corrected Form 8863.
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