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What expenses qualify for the American Opportunity Tax Credit?

SOLVEDby TurboTax802Updated January 21, 2022

The following expenses qualify for the American Opportunity Tax Credit:

  • Expenses paid for yourself, spouse, or dependent on your return
  • Qualified education expenses that 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 a course of study, whether or not purchased from the educational institution

The following expenses don't 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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