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ejwinch1
New Member

Trying to claim Lifelong Learner Credit for FAFSA-eligible UK-based school. No 1098-T or EIN, but I do have proof of tuition. How to proceed?

I am studying at a UK-based university. They will not provide a 1098-T or an EIN, but they will provide proof of tuition paid. How do I proceed so that I can claim the credit?
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4 Replies
Hal_Al
Level 15

Trying to claim Lifelong Learner Credit for FAFSA-eligible UK-based school. No 1098-T or EIN, but I do have proof of tuition. How to proceed?

Enter at Educational expenses and scholarships (1098-T).  After saying no to having a 1098-T, say yes to qualifying for an exception.

 

Be sure your school is on on the DOE approved list.

 

See if your school is on the U.S. Department of Education’s Database of Accredited Post Secondary Institutions and Programs (DAPIP) or the Federal Student Loan Program list. (from IRS web site)

MinhT1
Expert Alumni

Trying to claim Lifelong Learner Credit for FAFSA-eligible UK-based school. No 1098-T or EIN, but I do have proof of tuition. How to proceed?

You can only claim education credits if you pay education expenses to an eligible educational institution. See this IRS document.

 

You can claim education expenses if your overseas university is an eligible educational institution.

 

You can use this IRS link to check if your University is an eligible educational institution.

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ejwinch1
New Member

Trying to claim Lifelong Learner Credit for FAFSA-eligible UK-based school. No 1098-T or EIN, but I do have proof of tuition. How to proceed?

My school is listed on the Federal Student Program list. I followed the steps you outlined above. However, it will not let me submit my return - it returns me to my education info and prompts me to enter an EIN, which my school does not have.

Hal_Al
Level 15

Trying to claim Lifelong Learner Credit for FAFSA-eligible UK-based school. No 1098-T or EIN, but I do have proof of tuition. How to proceed?

At the screen titled "You'll have to enter the federal ID number for (school name)", click the button titled "I can't find the ID no."

 

I tried it (desktop Deluxe). It let me proceed and ended by denying me the AOTC but gave me the LLC. 

 

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