Education Credits Products

 

Download or view IRS forms, publications and other products related to Education Credits. Find ordering information here

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IMPORTANT NOTE: All links are to the most current publication available.
 

Electronic Resource Guides

(Note these are electronic only and available for download only; you cannot order)

(Coming Soon) Publication 5081, Education Credits Online Resource Guide-online flyer directing you to education credit resources.

Publication 4982, Tuition Statements Flyer--online flyer which provides information worth knowing to educational institutions about who has to file and how to file Form 1098-T, Tuition Statement.
 

Social Media

Tweets-do you have a Twitter Account? If so, tweet or retweet our informational messages or create your own. If not, find a link to create an account today.

Education Benefit Widget-post this informational widget on your website or Facebook.

Education Credit Videos--post a link to the videos or play the videos on your closed circuit channel

 Informational Flyers

Publication 4772, American Opportunity Tax Credit Flyer--Flyer promoting the American Opportunity Tax Credit for education. Also available in Chinese, Korean, Russian, Spanish & Vietnamese)

Informational Poster

 Publication 4772A, American Opportunity Tax Credit Poster

Technical Publications

Publication 970, Tax Benefits for Education--explains tax benefits that may be available for students and/or their families. Most benefits apply to higher education only. It covers:

  • Scholarships, grants and tuition reductions
  • Education credits, American Opportunity Tax Credit and the Lifetime Learning Credit
  • Student loan interest deduction
  • Student loan cancellations and repayment assistance
  • Tuition and Fees Deduction
  • Coverdell Education Savings Account-Coverdell ESA
  • Qualified tuition programs-QTP
  • Education exception to additional tax on early IRA distributions
  • Education savings bond program
  • Employer-provided educational assistance
  • Business deduction for work-related education

 

Publication 519, The U.S. Tax Guide for Aliens, helps to determine citizenship or residency status

Publication 929, Tax Rules for Children and Dependents

Forms & Instructions

Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)

Form 8863 Instructions

Form 1098-T, Tuition Statement

Form 1098-T instructions

 

Find out more about who qualifies for the Education Credits here.

Know the Questions to Ask about Refundable Credits

More Education Credits Resources:

Find the latest news for refundable credits on Hot Topics for Refundable Credits

See the AOTC, the LLC and the Tuition Deduction criteria side by side on our Compare Education Credits and Tuition and Fees Deductionchart

Whether you are involved in education, interact with students or parents of students or are a tax return preparer, find out What You Need to Know about AOTC and LLC

Find out how to Avoid Common AOTC Errors

 

 

 

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Page Last Reviewed or Updated: 26-Sep-2013