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Education Credits

Question: How is the amount of an education credit determined?


The amount of an education credit is based on the following:

  • The amount of qualified tuition and related expenses you paid for each eligible student in the taxable year, and
  • The amount of your modified adjusted gross income for the taxable year.

The amount of an education tax credit for each eligible student is subject to a phaseout.   

You must use Form 8863 (.pdf), Education Credits (American Opportunity and Lifetime Learning Credits), to calculate and claim an education credit.

Additional Information:

Category: Child Care Credit, Other Credits
Subcategory: Education Credits

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The OMB number for this study is 1545-1432.
If you have any comments regarding this study, please write to:
IRS, Tax Products Coordinating Committee
1111 Constitution Avenue NW
Washington, DC 20224