Hal_Al
Level 15

Education

I believe the question is: "Did you complete 4 yr college credit before January 1,  2020?" The answer is NO.

 

This means the undergrad expenses  (but not the grad expenses) are eligible for the more generous American Opportunity Credit (AOTC), assuming you (and/or your parents did not already claim it 4 times in the past).

 

The alternate is to combine your undergrad and grad expenses and claim the Lifetime Learning Credit (LLC).  You may only claim one credit.  That is, you may not claim the AOTC for the undergrad expenses AND the LLC for the grad costs.