You'll need to sign in or create an account to connect with an expert.
40% of the American Opportunity Tax Credit (AOTC) is refundable. Your Mom is eligible if she claims your brother as a dependent and he is at least a half time undergrad, at an eligible institution. His age is not a disqualifier for the AOTC*. His age only makes him a qualifying relative rather than a qualifying child dependent.
You have everything else correct. As her dependent, you do qualify her for the Lifetime Learning Credit (LLC). but it is non-refundable.
*Since your brother is over age 23, he is eligible for the refundable portion of the AOTC whether he is claimed by your Mom or he claims himself on his own return. But from what you describe, he is you Mom's dependent and she should claim him.
40% of the American Opportunity Tax Credit (AOTC) is refundable. Your Mom is eligible if she claims your brother as a dependent and he is at least a half time undergrad, at an eligible institution. His age is not a disqualifier for the AOTC*. His age only makes him a qualifying relative rather than a qualifying child dependent.
You have everything else correct. As her dependent, you do qualify her for the Lifetime Learning Credit (LLC). but it is non-refundable.
*Since your brother is over age 23, he is eligible for the refundable portion of the AOTC whether he is claimed by your Mom or he claims himself on his own return. But from what you describe, he is you Mom's dependent and she should claim him.
My Son is 27 years old
Can I claim education credit
Thank you
Q. Can I claim an education credit on my Son is 27 year old son?
A. Yes. His age is not a disqualifier. But, you must be claiming him as a dependent, to claim the credit.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
KarenHL
Level 1
larockmanhere
New Member
lsj12345-
New Member
bdallas24
New Member
mroctober11
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.