Form 8863 - Education Credits (American Opportunity And Lifetime Learning Credits) - 2016 Page 2
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Form 8863 (2017)
Page
Your social security number
Name(s) shown on return
Complete Part III for each student for whom you’re claiming either the American
▲
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opportunity credit or lifetime learning credit. Use additional copies of page 2 as needed for
each student.
CAUTION
Part III
Student and Educational Institution Information. See instructions.
Student social security number (as shown on page 1 of
20 Student name (as shown on page 1 of your tax return)
21
your tax return)
22
Educational institution information (see instructions)
a. Name of first educational institution
b. Name of second educational institution (if any)
(1) Address. Number and street (or P.O. box). City, town or
(1) Address. Number and street (or P.O. box). City, town or
post office, state, and ZIP code. If a foreign address, see
post office, state, and ZIP code. If a foreign address, see
instructions.
instructions.
(2) Did the student receive Form 1098-T
(2) Did the student receive Form 1098-T
Yes
No
Yes
No
from this institution for 2017?
from this institution for 2017?
(3) Did the student receive Form 1098-T
(3) Did the student receive Form 1098-T
from this institution for 2016 with box
Yes
No
from this institution for 2016 with box
Yes
No
2 filled in and box 7 checked?
2 filled in and box 7 checked?
(4) Enter the institution’s employer identification number (EIN)
(4) Enter the institution’s employer identification number
if you’re claiming the American opportunity credit or if you
(EIN) if you’re claiming the American opportunity credit or
checked “Yes” in (2) or (3). You can get the EIN from Form
if you checked “Yes” in (2) or (3). You can get the EIN
1098-T or from the institution.
from Form 1098-T or from the institution.
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23
Has the Hope Scholarship Credit or American opportunity
Yes — Stop!
credit been claimed for this student for any 4 tax years
No — Go to line 24.
Go to line 31 for this student.
before 2017?
24
Was the student enrolled at least half-time for at least one
academic period that began or is treated as having begun in
2017 at an eligible educational institution in a program
Yes — Go to line 25.
No — Stop! Go to line 31
leading towards a postsecondary degree, certificate, or
for this student.
other recognized postsecondary educational credential?
See instructions.
25
Did the student complete the first 4 years of postsecondary
Yes — Stop!
education before 2017? See instructions.
Go to line 31 for this
No — Go to line 26.
student.
26
Was the student convicted, before the end of 2017, of a
Yes — Stop!
No — Complete lines 27
felony for possession or distribution of a controlled
Go to line 31 for this
through 30 for this student.
substance?
student.
▲
!
You can't take the American opportunity credit and the lifetime learning credit for the same student in the same year. If
you complete lines 27 through 30 for this student, don't complete line 31.
CAUTION
American Opportunity Credit
27
Adjusted qualified education expenses (see instructions). Don’t enter more than $4,000 .
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27
28
Subtract $2,000 from line 27. If zero or less, enter -0- .
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28
29
29
Multiply line 28 by 25% (0.25)
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If line 28 is zero, enter the amount from line 27. Otherwise, add $2,000 to the amount on line 29 and
30
enter the result. Skip line 31. Include the total of all amounts from all Parts III, line 30, on Part I, line 1 .
30
Lifetime Learning Credit
Adjusted qualified education expenses (see instructions). Include the total of all amounts from all Parts
31
31
III, line 31, on Part II, line 10 .
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8863
Form
(2017)
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