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lehstenn
New Member

Why am I not qualifying for the education tax credit if I meet all of the requirements?

 
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2 Replies
HollyP
Expert Alumni

Why am I not qualifying for the education tax credit if I meet all of the requirements?

Are you claimed as a dependent on someone else's return? Or, are you married filing separately? Both will disqualify you from receiving the education credits if you otherwise qualified. Please review Tuition and Fees Deduction for Higher Education for more info. 

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Hal_Al
Level 15

Why am I not qualifying for the education tax credit if I meet all of the requirements?

There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. It is usually best if the parent claims that credit. 

You cannot claim a credit if you are, or can be, claimed as a dependent by someone else.

 

Reference: Line 7 instructions for form 8863. https://www.irs.gov/instructions/i8863

 

 

If you are eligible, you have answered  something wrong, in the interview. But, a lot of people are just not eligible. See Also see this TT FAQ https://ttlc.intuit.com/questions/3383321-why-didn-t-i-get-a-credit-or-deduction-for-education-expen...

 

Other refernces:

 https://www.irs.gov/Individuals/AOTC

https://www.irs.gov/newsroom/american-opportunity-tax-credit-questions-and-answers

https://www.irs.gov/credits-deductions/individuals/education-credits-questions-and-answers

 

https://ttlc.intuit.com/community/college-education/discussion/i-have-a-1098-t-form-that-i-received-...

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