BrittanyS
Expert Alumni

Education

If you are referring to the American Opportunity tax credit, you must meet the following requirements to claim:

 

  • has not completed the first four years of post-secondary education
  • enrolled in at least one academic semester during the tax year
  • maintains at least half-time status in a program leading to a degree or other credential
  • never been criminally charged with a drug conviction

If you are referring to the Lifetime Learning Credit, you must meet the following requirements to claim:

 

  • you paid qualified education expenses for higher education
  • you are enrolled at an eligible education institution

TurboTax will ask a series of questions to verify your eligibility.  If you meet all the requirements, you can double-check your responses by following the following steps:

 

  1. Select Deductions & Credits on the left-hand side panel
  2. Select Edit/Add beside Expenses and Scholarships
  3. View Selections made during the interview

 

For more information, see the link below:

 

Lifetime Learning Credit

American Opportunity Tax Credit

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