IRS Form 8863

2025 Printable Template

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Form last updated: 03/2024. Please verify this is the current version before use.

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What is a 8863 used for?

Form 8863 is used to claim the American Opportunity Credit and the Lifetime Learning Credit, which can help reduce the amount of tax owed by offsetting qualified educational expenses.

Who needs to fill out a 8863 form

Taxpayers who paid qualified education expenses for higher education for an eligible student and wish to claim education credits.

How to fill out a 8863 online?

Follow these steps to complete your 8863 form online.

Step 1
Step 1
Enter your name and Social Security Number at the top of the form.
Step 2
Step 2
Provide the names, Social Security Numbers, and qualified educational expenses for each eligible student.
Step 3
Step 3
Indicate eligibility for the American Opportunity Credit or Lifetime Learning Credit by completing the relevant sections.
Step 4
Step 4
Complete Part III if claiming the American Opportunity Credit, including details about the school and the academic period.
Step 5
Step 5
Review all entries to ensure accuracy and completeness.
Step 6
Step 6
Retain a copy of the completed form for your records and submit it with your tax return according to IRS guidelines.
IRS Form 8863 Instructions

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Frequently Asked Questions

Find quick answers to common questions about our PDF editor.

Form 8863 is used to claim education credits that help reduce tax liabilities for eligible educational expenses.

Taxpayers who have paid qualified education expenses for higher education and wish to claim education credits.

Form 8863 should be submitted with your tax return, typically by the tax filing deadline.

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