Form 8863 - Education Credits (American Opportunity And Lifetime Learning Credits) - 2011 Page 2
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Form 8863 (2011)
Page
Part III
Refundable American Opportunity Credit
Enter the amount from line 2 .
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Enter: $180,000 if married filing jointly; $90,000 if single, head of
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household, or qualifying widow(er)
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Enter the amount from Form 1040, line 38, or Form 1040A, line 22. If you
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are filing Form 2555, 2555-EZ, or 4563, or you are excluding income from
Puerto Rico, see Pub. 970 for the amount to enter
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Subtract line 9 from line 8. If zero or less, stop; you cannot take any
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education credit .
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Enter: $20,000 if married filing jointly; $10,000 if single, head of household,
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or qualifying widow(er)
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If line 10 is:
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• Equal to or more than line 11, enter 1.000 on line 12 .
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• Less than line 11, divide line 10 by line 11. Enter the result as a decimal (rounded to
at least three places)
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Multiply line 7 by line 12. Caution: If you were under age 24 at the end of the year and meet
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the conditions on page 4 of the instructions, you cannot take the refundable American opportunity
credit. Skip line 14, enter the amount from line 13 on line 15, and check this box
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Refundable American opportunity credit. Multiply line 13 by 40% (.40). Enter the amount here and
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on Form 1040, line 66, or Form 1040A, line 43. Then go to line 15 below .
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Part IV
Nonrefundable Education Credits
Subtract line 14 from line 13
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Enter the amount from line 6, if any. If you have no entry on line 6, skip lines 17 through 22, and
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enter the amount from line 15 on line 6 of the Credit Limit Worksheet (see instructions) .
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Enter: $122,000 if married filing jointly; $61,000 if single, head of
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household, or qualifying widow(er)
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Enter the amount from Form 1040, line 38, or Form 1040A, line 22. If you
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are filing Form 2555, 2555-EZ, or 4563, or you are excluding income from
Puerto Rico, see Pub. 970 for the amount to enter
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Subtract line 18 from line 17. If zero or less, skip lines 20 and 21, and enter
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zero on line 22 .
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Enter: $20,000 if married filing jointly; $10,000 if single, head of household,
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or qualifying widow(er)
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If line 19 is:
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• Equal to or more than line 20, enter 1.000 on line 21 and go to line 22
• Less than line 20, divide line 19 by line 20. Enter the result as a decimal (rounded to at least three
places) .
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Multiply line 16 by line 21. Enter here and on line 1 of the Credit Limit Worksheet (see instructions)
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▶
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Nonrefundable education credits. Enter the amount from line 11 of the Credit Limit Worksheet
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(see instructions) here and on Form 1040, line 49, or Form 1040A, line 31 .
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8863
Form
(2011)
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