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American opportunity credit

Last year my son qualified for the American Opportunity Credit but this year it says he doesn't quality. This is his 2nd year in college. Is there something different this year?

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American opportunity credit

No, the American Opportunity Tax Credit (AOTC) qualifications remain the same.

Verify that:

  • The 1098-T Tuition statement box 8, "Check if at least half-time student", was checked on the TurboTax screen.
  • The 1098-T Tuition statement box 5, "Scholarships", is not greater than form 1098-T box 1 or box 2.

Here are the qualifications for claiming the American Opportunity Tax Credit:

  • You paid qualified education expenses for higher education (see Related Information below)
  • You paid education expenses for eligible students
  • The eligible student is you, your spouse, or a dependent for whom you claim an exemption
  • Your modified adjusted gross income is $90,000 ($180,000 if married filing jointly) or less (The credit is reduced between $80,000 and $90,000 ($160,000 and $180,000)
  • You must be taking courses at an eligible education institution, which is any college, university, or vocational school with a student aid program administered by the US Department of Education.

You must be considered an eligible student:

  • You are enrolled at least half-time in a program leading to a degree,certificate, or other recognized credential
  • You had at least one academic period beginning during the year
  • You did not use the American Opportunity Tax Credit in any four previous years
  • You did not complete the first four years of post-secondary education before the beginning of the year
You are not eligible to claim the American Opportunity Tax Credit if:
  • Your filing status is Married Filing Separately.
  • Taxpayer is listed as a dependent on another person’s return.
  • You and your spouse were non-resident aliens.
  • You have a felony drug conviction.
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