Need help selecting a firm?

Tell us about your project and get introduced to the best accounting and tax firm for your needs.

Education Credits

Education credits

Related IRC and IRS Publications and Forms

Publication 970 – Tax Benefits for Education
Form 8863 – Education Credits
Form 1098-T – Tuition Statement
IRC Sec 25A – American Opportunity & Lifetime Learning Credits
Reg § 1.25A-5 - Special rules relating to characterization and timing of payments.

California has no equivalent credits.