Form 8863 - Education Credits (American Opportunity, Hope, And Lifetime Learning Credits) - 2009

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8863

Education Credits (American Opportunity, Hope, and

OMB No. 1545-0074

2009

Lifetime Learning Credits)

Form

See separate Instructions to find out if you are eligible to take the credits.

Department of the Treasury

Attachment

Attach to Form 1040 or Form 1040A.

(99)

Sequence No.

Internal Revenue Service

Name(s) shown on return

Your social security number

Caution:

You cannot take both an education credit and the tuition and fees deduction (see Form 8917) for the same student for the same year.

Part I

American Opportunity Credit

Use Part II if you are claiming the Hope credit for a student attending school in a Midwestern disaster area. If you use

Part II, you cannot use Part I for any student.

Caution: You cannot take the American opportunity credit for more than 4 tax years for the same student.

(f) If column (d) is zero,

(a) Student’s name

(d) Subtract $2,000

(b) Student’s

(e) Multiply the

expenses (see

enter the amount from

from the amount in

social security

amount in column

(as shown on page 1

instructions). Do

column (c). Otherwise,

column (c). If zero

number (as

(d) by 25% (.25)

of your tax return)

not enter more

add $2,000 to the

or less, enter -0-.

shown on page 1

First name

than $4,000 for

amount in column (e).

of your tax return)

Last name

each student.

2 Tentative American opportunity credit. Add the amounts on line 1, column (f). Skip Part II if line 2 is

more than zero. If you are taking the lifetime learning credit for a different student, go to Part III;

otherwise, go to Part IV .

Part II

Hope Credit

Use this part if you are claiming the Hope credit for a student attending school in a Midwestern disaster area and elect to

waive the computation method in Part I for all students.

Caution: You cannot take the Hope credit for more than 2 tax years for the same student.

(a) Student’s name

(b) Student’s

(e) Add

(f) Enter one-half

(d) Enter the smaller

expenses (see

(as shown on page 1

social security

column (c) and

of the amount in

instructions). Do

of your tax return)

number (as

column (d)

column (e)

column (c) or

not enter more

First name

shown on page 1 of

$1,200**

than $2,400* for

Last name

your tax return)

each student.

*For each student who attended an eligible educational institution in a Midwestern disaster area, do not enter more than $4,800.

**For each student who attended an eligible educational institution in a Midwestern disaster area, enter the smaller of the amount in column (c) or $2,400.

4 Tentative Hope credit. Add the amounts on line 3, column (f). If you are taking the lifetime learning

credit for a different student, go to Part III; otherwise, go to Part V .

Lifetime Learning Credit. Caution: You cannot take the American opportunity credit or the Hope credit and the

Part III

lifetime learning credit for the same student in the same year.

(a) Student’s name (as shown on page 1 of your tax return)

(b) Student’s social security

expenses (see

number (as shown on page

1 of your tax return)

instructions)

First name