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D
debadeep
February 13, 2020
Solved

AOTC Eligibility :Graduate Student

  • February 13, 2020
  • 2 replies
  • 0 views

I and my spouse hold individual W2 and 1098T.

 

In the 1098T , we both have box 1 filled and box 9 checked as a graduate student.

If the Annual income meets the criteria can I claim for AOTC?

 

I am reading guidelines that Graduate Students are not eligible for AOTC. Is that correct?

Best answer by HelenC12

Yes, that is correct. Graduate students are not eligible for the American Opportunity Tax Credit (AOTC).

  • The AOTC is only for the first four years of college when working towards a degree. 

However, you may be eligible for the Lifetime Learning credit or the Tuition and Fees Deduction. 

 

As you enter your respective 1098-T forms, TurboTax will select the best tax option for you tax situation. 

2 replies

B
Bsch4477
Employee
February 13, 2020

Correct. AOC is for the first 4 years of college. However you can claim Lifetime Learning Credit if otherwise qualified. 

H
HelenC12Answer
February 13, 2020

Yes, that is correct. Graduate students are not eligible for the American Opportunity Tax Credit (AOTC).

  • The AOTC is only for the first four years of college when working towards a degree. 

However, you may be eligible for the Lifetime Learning credit or the Tuition and Fees Deduction. 

 

As you enter your respective 1098-T forms, TurboTax will select the best tax option for you tax situation. 

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    B
    BK08
    February 15, 2020

    What if you only completed two years of undergraduate before going to graduate school?

    B
    Bsch4477
    Employee
    February 15, 2020

    No AOC for grad school. 

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