KrisD15
Expert Alumni

Education

Yes, there is a little known option where a dependent student, if not claimed by the taxpayer, can get the nonrefundable portion of an education credit.

 

If an education credit would not benefit you, and not claiming her does you no harm, she still files as a dependent, indicates that no one will claim her and enters the information relating to an education credit. 

 

It works for either the American Opportunity Tax Credit or the Lifetime Learning Credit.

Again, a dependent student only gets the non-refundable portion, so it can lower the tax liability but not received as additional refund

 

Pub 970 Page 20 and Page 29 

 

 

 

 

 

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