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About Form 8863, Education Credits

Information about Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits), including recent updates, related forms and instructions on how to file.

Form 8863 PDF
PDF version of Form 8863.
Instructions for Form 8863 PDF
Instructions explaining how to file Form 8863.

EO operational requirements: Electronic delivery of Form 1098-T, Tuition Statement

Requirements for electronic delivery of Form 1098-T by exempt educational institutions
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Form 990 resources and tools

Find 990-series forms and annual filing requirements for tax-exempt organizations.
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Charities and Nonprofits

Frequently asked questions about Form 1023

Frequently asked questions about Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code.
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Charities and Nonprofits

New Form 990-N submission website now open

Small tax-exempt organizations should submit Form 990-N Electronic Notice (e-Postcard) electronically through IRS.gov instead of Urban Institute’s website.
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Charities and Nonprofits

Form 1023: Purpose of questions about specific activities (Part IV)

What is the purpose of the questions about specific activities in Part IV of Form 1023?
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"A" Case questions for Form 8940 Request for miscellaneous determination general questions

Sample questions - "A" case questions for Form 8940 Request for miscellaneous determination general questions
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Charities and Nonprofits

Form 1023: Required information about compensation and other financial information

What information must be submitted about compensation of these individuals?
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Exempt organizations annual reporting requirements - Form 990, Part VI and Schedule L: Scholarships

Form 990, Schedule L (Transactions with Interested Persons): Scholarship Awards
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Charities and Nonprofits

Information for organizations applying for tax-exempt status

Tax Tip 2023-100, Aug. 14, 2023 — Organizations applying for tax-exempt status must be organized and operated exclusively for any of these purposes: charitable, religious, educational, scientific, literary, testing for public safety, fostering national or international amateur sports competition, or preventing cruelty to children or animals.
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Charities and Nonprofits

Things organizations should know about applying for tax-exempt status

Tax Tip 2022-81, May 25, 2022 — To be tax-exempt under Section 501(c)(3) of the Internal Revenue Code, an organization must be organized and operated exclusively for any of these purposes: charitable, religious, educational, scientific, literary, testing for public safety, fostering national or international amateur sports competition, or preventing cruelty to children or animals.
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Charities and Nonprofits, Charities, Nonprofits