Monday, April 14, 2025

๐Ÿ“Œ 8863 Line 4: "Qualified education expenses"

 


Form 8863 – Education Credits (American Opportunity and Lifetime Learning Credits)



"Enter the amount of qualified education expenses you paid in 2023 for this student."

This is where you enter the amount you paid for school-related costs that are eligible for the American Opportunity Credit (AOC).


๐Ÿ’ก What are “Qualified Education Expenses” for Line 4?

✔️ You can include:

  • Tuition

  • Required enrollment fees

  • Books, supplies, and equipment (if required by the course/school)

❌ You cannot include:

  • Room and board

  • Insurance or medical fees

  • Transportation

  • Sports or club fees (unless required for enrollment)

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