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Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits), is used by individuals to figure and claim education credits (Hope Credit, Lifetime Learning Credit, etc.).

Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits), is used by individuals to figure and claim education credits (Hope Credit, Lifetime Learning Credit, etc.).

Use Form 14364, Continuing Education Evaluation, to evaluate the program you completed.

Form 14392, Continuing Education Waiver Request - A Continuing Education (CE) waiver is typically requested when an individual has not been or will not be able to acquire the required CE credits prior to the renewal deadline for Enrolled Agents, or Enrolled Retirement Plan Agents.

Use Form 14360, Continuing Education Provider Complaint Referral, to file a complaint against an approved IRS Continuing Education Provider (CE) who is not meeting Revenue Procedure 2012-12 Standards while offering CE Programs to enrolled agents, enrolled retirement plan agents, and other tax return preparers.

Use Form 8498, Continuing Education Provider Application and Request for Provider Number, to: 1) register as a new provider of continuing educational programs being offered to IRS enrolled agents, enrolled retirement plan agents, and other tax return preparers; 2) annually renew your status as an IRS-approved continuing educational provider; and 3) add new programs to an existing IRS-approved provider continuing education curriculum.

File Form 1099-Q, Payments from Qualified Education Programs (Under Sections 529 and 530), 530), if you (a) are an officer or an employee, or the designee of an officer or employee, having control of a program established by a state or eligible educational institution; and (b) made a distribution from a qualified tuition program (QTP). A trustee of a Coverdell education savings account (ESA) must file Form 1099-Q to report distributions made from Coverdell ESAs.

Form 5305-E is used by a grantor and a trustee to establish a Coverdell education savings account (ESA). It is a model trust account agreement that meets the requirements of section 530(b)(1), and is not filed with the IRS.

Form 5305-EA is used by a depositor and a trustee to establish a Coverdell education savings account (ESA). It is a model custodial account agreement that meets the requirements of section 530(b)(1), and is not filed with the IRS.

File Form 1099-Q, Payments from Qualified Education Programs (Under Sections 529 and 530), 530), if you (a) are an officer or an employee, or the designee of an officer or employee, having control of a program established by a state or eligible educational institution; and (b) made a distribution from a qualified tuition program (QTP). A trustee of a Coverdell education savings account (ESA) must file Form 1099-Q to report distributions made from Coverdell ESAs.