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Intuit
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What expenses qualify for the American Opportunity Tax Credit and which ones do not?

The following expenses qualify for the American Opportunity Tax Credit:

  • Expenses paid for yourself, spouse, or dependent you claim as an exemption on your return
  • Qualified education expenses which are tuition and certain related expenses required for enrollment or attendance at an eligible educational institution
  • Student-activity fees, but only if the fees are paid to institutions as a condition of enrollment
  • Expenses paid for books, supplies, and equipment needed for course of study included whether or not purchased from the educational institution

The following expenses do not qualify for the American Opportunity Tax Credit:

  • Insurance
  • Medical expenses (including student health fees)
  • Room and board
  • Transportation or similar personal, living, or family expenses
This is the case even if these expenses are paid to the institution as a condition of enrollment or attendance.

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