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May 7, 2021
Question

I am supposed to be getting an education tax credit and it says I am not qualified for it and I was wondering why

  • May 7, 2021
  • 2 replies
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2 replies

Employee
May 7, 2021

We cannot see your tax return.  Are you filing married filing separately---or can you be claimed as someone else's dependent?

 

 

And...you do not say which education credit you were getting or trying to get.  Only the American Opportunity Credit is refundable.  The other education credits can reduce the tax you owe but are not added to your refund.  If you do not owe tax the credit has no effect.

 

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

 

Provide more details and we may be able to help more.

 

https://ttlc.intuit.com/questions/3383321-why-didn-t-i-get-a-credit-or-deduction-for-education-expenses

**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.**
Hal_Al
Employee
May 7, 2021

If you are eligible, you have answered  something wrong, in the interview. But, a lot of people are just not eligible. See https://www.irs.gov/Individuals/AOTC

https://www.irs.gov/newsroom/american-opportunity-tax-credit-questions-and-answers

 https://www.irs.gov/individuals/llc

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

 

There's a new urban myth among college students that says they can get a $1000 from the government just for filing a tax form. For most of them, they simply aren't eligible. A full time unmarried student, under age 24, even if you don't qualify as a dependent, is only eligible for the refundable portion of the American Opportunity Credit if he supports himself by working. You cannot be supporting yourself on parental support, 529 plans or student loans & grants. You usually must have actually paid tuition, not had it paid by scholarships & grants.  It is usually best if the parent claims that credit. 

Reference: Line 7 instructions for form 8863. https://www.irs.gov/instructions/i8863

 

You cannot claim a credit if you are, or can be, claimed as a dependent by someone else.