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Education Tax Credits & Education Tax Benefits
Education Tax Benefits
PDF - 2 Education Tax Benefits (0:26)
Documents to Download for Reference
PDF - 505 What’s New
505 What’s New (10:31)
PDF - 508 Reminders
508 Reminders (13:44)
PDF - 511 Scholarships, Fellowship Grants, Grants, and Tuition Reductions Introduction
511 Scholarships, Fellowship Grants, Grants, and Tuition Reductions Introduction (4:13)
PDF - 514 Scholarships and Fellowship Grants
514 Scholarships and Fellowship Grants (2:17)
PDF - 517 Tax-Free Scholarships and Fellowship Grants
517 Tax-Free Scholarships and Fellowship Grants (14:11)
PDF - 521 Reporting Scholarships and Fellowship Grants
521 Reporting Scholarships and Fellowship Grants (6:26)
PDF - 525 Other Types of Educational Assistance
525 Other Types of Educational Assistance (1:29)
PDF - 528 Veterans' Benefits
528 Veterans' Benefits (2:52)
PDF - 532 Qualified Tuition Reduction
532 Qualified Tuition Reduction (10:59)
American Opportunity Tax Credit
American Opportunity Tax Credit (1:30)
Documents to Download for Reference
PDF - 605 Reminders
605 Reminders (7:51)
PDF - 608 Introduction
608 Introduction (11:45)
PDF - 611 Table-Overview of Credit
611 Table-Overview of Credit (11:54)
PDF - 614 Can You Claim the Credit
614 Can You Claim the Credit (16:41)
PDF - 617 American Opportunity Credit Who Can't Claim the Credit
617 American Opportunity Credit Who Can't Claim the Credit (5:14)
PDF - 621 What Expenses Qualify
621 What Expenses Qualify (5:33)
PDF - 624 Table - Can You Claim the Credit
624 Table - Can You Claim the Credit (7:20)
PDF - 627 Qualified Education Expense
627 Qualified Education Expense (9:29)
PDF - 631 No Double Benefit Allowed
631 No Double Benefit Allowed (3:54)
PDF - 636 Adjustments to Qualified Education Expenses
636 Adjustments to Qualified Education Expenses (14:11)
PDF - 641 Adjustments to Qualified Education Expenses Examples
641 Adjustments to Qualified Education Expenses Examples (30:07)
PDF - 644 Expenses That Don't Qualify
644 Expenses That Don't Qualify (4:56)
PDF - 647 Who Is an Eligible Student
647 Who Is an Eligible Student (10:24)
PDF - 651 Table - Who Is an Eligible Student
651 Table - Who Is an Eligible Student (4:35)
PDF - 655 Who Can Claim a Dependent’s Expenses
655 Who Can Claim a Dependent’s Expenses (10:12)
PDF - 658 Figuring the Credit
658 Figuring the Credit (14:51)
PDF - 661 Effect of the Amount of Your Income on the Amount of Your Credit
661 Effect of the Amount of Your Income on the Amount of Your Credit (11:19)
PDF - 664 Refundable Part of Credit
664 Refundable Part of Credit (10:03)
Lifetime Learning Tax Credit
Lifetime Learning Tax Credit (1:18)
Documents to Download for Reference
PDF - 705 Introduction
705 Introduction (10:14)
PDF - 708 Can You Claim the Credit
708 Can You Claim the Credit (9:16)
PDF - 711 Who Can't Claim the Credit
711 Who Can't Claim the Credit (3:33)
PDF - 714 What Expenses Qualify
714 What Expenses Qualify (4:56)
PDF - 717 Qualified Education Expenses
717 Qualified Education Expenses (7:24)
PDF - 721 No Double Benefit Allowed
721 No Double Benefit Allowed (4:53)
PDF - 725 Adjustments to Qualified Education Expenses
725 Adjustments to Qualified Education Expenses (22:10)
PDF - 728 Coordination with Pell grants and other scholar-ships
728 Coordination with Pell grants and other scholar-ships (5:50)
PDF - 729 Examples – Include or Exclude Scholarship in Income
729 Examples – Include or Exclude Scholarship in Income (14:14)
PDF - 731 Expenses That Don't Qualify
731 Expenses That Don't Qualify (5:44)
PDF - 735 Who Can Claim a Dependent's Expenses
735 Who Can Claim a Dependent's Expenses (9:54)
PDF - 738 Figuring the Credit
738 Figuring the Credit (13:07)
PDF - 741 Effect of the Amount of Your Income on the Amount of Your Credit
741 Effect of the Amount of Your Income on the Amount of Your Credit (11:58)
Student Loan Interest Deduction
Student Loan Interest Deduction (0:44)
Documents to Download for Reference
PDF - 802 Can You Claim the Deduction
802 Can You Claim the Deduction (10:32)
PDF - 803 Figuring the Deduction
803 Figuring the Deduction (12:00)
PDF - 804 Effect of the Amount of Your Income on the Amount of Your Deduction
804 Effect of the Amount of Your Income on the Amount of Your Deduction (11:50)
PDF - 805 Student Loan Interest Defined
805 Student Loan Interest Defined (10:33)
PDF - 809 Qualified Education Expenses
809 Qualified Education Expenses (5:05)
PDF - 812 Adjustments to Qualified Education Expenses
812 Adjustments to Qualified Education Expenses (2:22)
PDF - 816 Include as Interest
816 Include as Interest (3:20)
PDF - 819 Allocating Payments Between Interest and Principal
819 Allocating Payments Between Interest and Principal (6:34)
PDF - 823 Don't Include as Interest
823 Don't Include as Interest (2:14)
Coverdell Education Saving Account (ESA)
Coverdell Education Saving Account (ESA) (0:48)
Documents to Download for Reference
PDF - 905 Introduction
905 Introduction (9:11)
PDF - 908 What Is a Coverdell ESA
908 What Is a Coverdell ESA (5:13)
PDF - 912 Qualified Education Expenses
912 Qualified Education Expenses (10:21)
PDF - 915 Contributions
915 Contributions (6:47)
PDF - 918 Contribution Limits
918 Contribution Limits (5:50)
PDF - 921 Additional Tax on Excess Contributions
921 Additional Tax on Excess Contributions (5:22)
PDF - 924 Rollovers and Other Transfers
924 Rollovers and Other Transfers (7:08)
PDF - 927 Distributions
927 Distributions (11:07)
PDF - 930 Coordination With American Opportunity and Lifetime Learning Credits
930 Coordination With American Opportunity and Lifetime Learning Credits (5:37)
PDF - 933 Coordination With Qualified Tuition Program (QTP) Distributions
933 Coordination With Qualified Tuition Program (QTP) Distributions (4:18)
Qualified Tuition Program (QTP)
Qualified Tuition Program (QTP) (0:39)
Documents to Download for Reference
PDF - 955 What’s New
955 What’s New (1:18)
PDF - 958 Introduction
958 Introduction (6:59)
PDF - 961 What Is a Qualified Tuition Program
961 What Is a Qualified Tuition Program (10:29)
PDF - 964 How Much Can You Contribute
964 How Much Can You Contribute (3:19)
PDF - 967 Are Distributions Taxable
967 Are Distributions Taxable (11:15)
PDF - 970 Coordination With American Opportunity & Lifetime Learning Credits
970 Coordination With American Opportunity & Lifetime Learning Credits (7:19)
PDF - 973 Rollovers and Other Transfers
973 Rollovers and Other Transfers (5:25)
PDF - 525 Other Types of Educational Assistance
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