Can I claim AOTC for grad school, if 4-year bachelor's degree was not claimed for tax purposes?

Forum|Forum|4 years ago
May 11, 2021
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I am pursuing a graduate degree, for which I received 1098T from my school. I have never claimed American Opportunity Tax Credit in the past. I am a foreign national (on student visa), who got married to a US citizen in 2020 and have been living in US long enough to be considered resident for tax purposes. Now in Turbo tax if I state that I have NOT received a 4-year degree, I get a tax credit, but if I mark that I DID receive my 4-year degree and no AOTC, it doesn't gives me any tax credit. I received my 4-year degree from a foreign country, before coming to the US. How is my foreign degree affecting my tax credit in the US

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No. The AOC is not available to graduate students, regardless of whether you used it as an undergrad. The AOC is only available to undergraduate students who have not achieved a bachelors degree.

Try using the Lifetime Learning Credit or Tuition and Fees.

https://ttlc.intuit.com/questions/3262983-who-is-eligible-to-take-the-american-opportunity-tax-credit

https://ttlc.intuit.com/community/credits-and-deductions/help/what-expenses-qualify-for-the-lifetime-learning-credit/00/26844

https://ttlc.intuit.com/questions/3262984-who-is-eligible-for-the-lifetime-learning-credit

https://ttlc.intuit.com/questions/1901487-what-is-the-tuition-and-fees-deduction

https://ttlc.intuit.com/questions/1901172-what-education-tax-credits-are-available

https://www.irs.gov/help/ita/am-i-eligible-to-claim-an-education-credit

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**