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May 2, 2021
Question

Can you get the american opportunity credit more than once?

  • May 2, 2021
  • 1 reply
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He received it on the 2019 1040 tax forms. He did not receive the 8863 form in the mail this year.  Is he eligible to get the credit this year?

1 reply

Hal_Al
Employee
May 3, 2021

Q.  Can you get the american opportunity credit (AOC) more than once?

A. The student or his parents, if they claim him as a dependent, may claim the AOC up to 4 times. 

 

Q. Can you claim the AOC if you didn't get a form 1098-T?

A. It depends. A form 1098-T was made a requirement for the education credits a couple of years ago.  However, if you qualify for an exception, you may still claim the AOC, without a 1098-T.  If you attended an eligible institution, you most likely qualify for an exception. 

 

However, a taxpayer may claim one of these education
benefits if the student doesn’t receive a Form 1098-T because
the student’s educational institution isn’t required to send a
Form 1098-T to the student under existing rules (for example, if
the student is a nonresident alien, has qualified education
expenses paid entirely with scholarships, or has qualified
education expenses paid under a formal billing arrangement). If a
student’s educational institution isn’t required to provide a Form
1098-T to the student, a taxpayer may claim one of these
education benefits without a Form 1098-T if the taxpayer
otherwise qualifies, can demonstrate that the taxpayer (or a
dependent) was enrolled at an eligible educational institution,
and can substantiate the payment of qualified tuition and related
expenses.

https://www.irs.gov/pub/irs-pdf/f8917.pdf