Form 8863 - Education Credits (American Opportunity And Lifetime Learning Credits) - 2011
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1
2Education Credits (American Opportunity and
8863
OMB No. 1545-0074
Lifetime Learning Credits)
Form
2011
▶
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.
50
(99)
Sequence No.
Internal Revenue Service
Name(s) shown on return
Your social security number
▲
!
You cannot take both an education credit and the tuition and fees deduction (see Form 8917) for the same student for
the same year.
CAUTION
Part I
American Opportunity Credit
Caution: You cannot take the American opportunity credit for more than 4 tax years for the same student.
1
(c) Qualified
(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
or less, enter -0-.
add $2,000 to the
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). If you are taking the
lifetime learning credit for a different student, go to Part II; otherwise, go to Part III
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2
Part II
Lifetime Learning Credit
Caution: You cannot take the American opportunity credit and the lifetime learning credit for the same student in
the same year.
3
(a) Student’s name (as shown on page 1 of your tax return)
(b) Student’s social security
(c) Qualified
number (as shown on page
expenses (see
1 of your tax return)
instructions)
First name
Last name
Add the amounts on line 3, column (c), and enter the total .
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4
4
Enter the smaller of line 4 or $10,000
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5
5
Tentative lifetime learning credit. Multiply line 5 by 20% (.20). If you have an entry on line 2, go to
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Part III; otherwise go to Part IV .
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6
8863
Form
(2011)
For Paperwork Reduction Act Notice, see your tax return instructions.
Cat. No. 25379M
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