Have a dependent in high school that offers dual enrollment college classes.

bullbutter · ‎June 6, 2019

How can I answer questions and get the credit if the questions do not separate the high school from the dual enrollment college costs?

MichaelMc · ‎June 6, 2019

If you received a Form 1098-T, enter the information from the Form 1098-T exactly as it appears. Be certain that you do not check the box indicating that your dependent is enrolled at least half-time. (While she may be a full-time high school student, this question is only about post-secondary education.)

This should result in disqualifying your dependent for the American Opportunity Tax Credit, which is good, because you want to save the four years of AOTC for her actual undergraduate education. She should qualify for the Lifetime Learning Credit. The credit will be small, as it will be based only on the tuition for a few courses, but every bit helps.

For more information about educational benefits that will be available to help during your dependent's college years, please see IRS Education Benefits Comparison Chart.

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MichaelMc · ‎June 6, 2019

If you received a Form 1098-T, enter the information from the Form 1098-T exactly as it appears. Be certain that you do not check the box indicating that your dependent is enrolled at least half-time. (While she may be a full-time high school student, this question is only about post-secondary education.)

This should result in disqualifying your dependent for the American Opportunity Tax Credit, which is good, because you want to save the four years of AOTC for her actual undergraduate education. She should qualify for the Lifetime Learning Credit. The credit will be small, as it will be based only on the tuition for a few courses, but every bit helps.

For more information about educational benefits that will be available to help during your dependent's college years, please see IRS Education Benefits Comparison Chart.