About this Form:
Form 8863, Education Credits, is used to calculate and claim eligible education tax credits for qualified expenses paid to an eligible postsecondary educational institution.
The form covers two credits: the American Opportunity Credit and the Lifetime Learning Credit. These credits may help reduce the amount of federal income tax owed when eligibility requirements are met.
Form 8863 includes information about the student, eligible educational institution, qualified expenses, and any education-related amounts reported on Form 1098-T. Taxpayers generally attach the completed form to their federal income tax return when claiming an education credit.
Documents Helper provides this form for educational and preparation purposes only. We do not submit Form 8863 to the IRS or any other organization. Please review the current IRS instructions or consult a qualified tax professional before filing.


