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American Opportunity Tax Credit

Forum|Forum|7 years ago
June 6, 2019
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I was enrolled in one class (4 units) at community college from Feb -June 2018. Then enrolled in another school for another course (5 units) from Sept - Dec. 2018. My 1098-T does not have block 8 checked, but I think I was at least half time student to qualify for the American Opportunity Tax Credit. I am working on my first Bachelor’s Degree

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Best answer by Leonard11_2

Schools determine academic periods' and workload status. You should check with your community college to verify if you have met their requirements to be considered at least a half time student. If you have request a corrected 1098-T.

To be eligible for AOTC, you must:

Be pursuing a degree or other recognized education credential
Be enrolled at least half time for at least one academic period* beginning in the tax year
Not have finished the first four years of higher education at the beginning of the tax year
Not have claimed the AOTC or the former Hope credit for more than four tax years
Not have a felony drug conviction at the end of the tax year

L

Leonard11_2Answer

Employee

Schools determine academic periods' and workload status. You should check with your community college to verify if you have met their requirements to be considered at least a half time student. If you have request a corrected 1098-T.

To be eligible for AOTC, you must:

Be pursuing a degree or other recognized education credential
Be enrolled at least half time for at least one academic period* beginning in the tax year
Not have finished the first four years of higher education at the beginning of the tax year
Not have claimed the AOTC or the former Hope credit for more than four tax years
Not have a felony drug conviction at the end of the tax year

A

Anonymous25Author

Does this mean that I have to be enrolled at least half time for one quarter? because for one quarter I was taking 4 units and another quarter I was taking 5 units. but overall for for 2018, I was enrolled for 2 quarters for 9 units total.