Education Tax Credit

This interview will help you determine if you're eligible for certain educational credits or deductions including the American Opportunity Credit, the Lifetime Learning Credit, and the Tuition and Fees Deduction.

Information You'll Need

• Filing status.
• Student's enrollment status.
• Your adjusted gross income.
• Who paid the expenses, when the expenses were paid, and for what academic period. 
• If any expenses were paid with tax-exempt funds.
• If any expenses were paid with distributions from a Coverdell Education Savings Account or Qualified Tuition Program.

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