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If I am filing married jointly and I qualify for the lifetime learning credit for 2019 but my partner does not, we still get the credit correct?

 
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HelenC12
Expert Alumni

If I am filing married jointly and I qualify for the lifetime learning credit for 2019 but my partner does not, we still get the credit correct?

If you're filing Married Filing Jointly, either your joint tax return qualifies for the credit or it doesn't. You have to take your combined income into account not just your one income. 

 

You (or we) are eligible to claim the Lifetime Learning Credit if all of the following requirements are met:

  • You or we (or your dependent or a third party) paid qualified education expenses for higher education.
  • You or we paid the education expenses for an eligible student.
  • The eligible student is you, your spouse, or a dependent you claim an exemption for on your tax return.
  • Your tax return modified adjusted gross income is less than $67,000 ($134,000 if you are married filing jointly).
  • The credit is reduced between $57,000 and $67,000 ($114,000 and $134,000 if you are married filing jointly).

One of the advantages of the Lifetime Learning Credit is that you can take the credit every year for higher education as long as you meet the qualifying requirements.

 

Source: TurboTax FAQ

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1 Reply
HelenC12
Expert Alumni

If I am filing married jointly and I qualify for the lifetime learning credit for 2019 but my partner does not, we still get the credit correct?

If you're filing Married Filing Jointly, either your joint tax return qualifies for the credit or it doesn't. You have to take your combined income into account not just your one income. 

 

You (or we) are eligible to claim the Lifetime Learning Credit if all of the following requirements are met:

  • You or we (or your dependent or a third party) paid qualified education expenses for higher education.
  • You or we paid the education expenses for an eligible student.
  • The eligible student is you, your spouse, or a dependent you claim an exemption for on your tax return.
  • Your tax return modified adjusted gross income is less than $67,000 ($134,000 if you are married filing jointly).
  • The credit is reduced between $57,000 and $67,000 ($114,000 and $134,000 if you are married filing jointly).

One of the advantages of the Lifetime Learning Credit is that you can take the credit every year for higher education as long as you meet the qualifying requirements.

 

Source: TurboTax FAQ

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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