Recommended by IRS

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.

Topic no. 310, Coverdell education savings accounts

Topic No. 310, Coverdell Education Savings Accounts
Tax Topics

Educating your employees about tax compliance

These products may help employees with their tax responsibilities.
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Individuals

Employee plans learn, educate, self-correct and enforce project - Defaulted loans and/or leases

We examined 69 Form 5500 returns with loans, fixed income obligations or leases in default or classified as uncollectible during the plan year.
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Administrators

Higher education emergency grants frequently asked questions

Frequently asked questions about higher education emergency grants.
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Frequently asked questions about educational assistance programs

FS-2024-22, June 2024 — This fact sheet provides answers to frequently asked questions related to educational assistance programs under section 127 of the Internal Revenue Code. a section 127 educational assistance program.
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Businesses

Retirement plan forms and publications

Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.
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Administrators

Review the education credits before filing a federal tax return

Tax Tip 2025-23, April 3, 2025 —There are two tax credits designed to help taxpayers reduce education costs: the American Opportunity Tax Credit and the Lifetime Learning Credit.
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Students

Taxpayers should review the education tax credits before they file

Tax Tip 2024-67, Aug. 6, 2024 — There are two education tax credits designed to help offset education costs: the American Opportunity Tax Credit and the Lifetime Learning Credit.
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Individuals

Two tax credits that can help cover the cost of higher education

Tax Tip 2022-38, March 10, 2022 — Higher education is important to many people and it’s often expensive. Whether it’s specialized job training or an advanced degree, there are a lot of costs associated with higher education. There are two education tax credits designed to help offset these costs - the American opportunity tax credit and the lifetime learning credit.
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Individuals, Tax Professionals

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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Charities and Nonprofits