Form 8863 - Education Credits (American Opportunity And Lifetime Learning Credits) - 2014 Page 2
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22
Form 8863 (2014)
Page
Your social security number
Name(s) shown on return
Complete Part III for each student for whom you are claiming either the American
▲
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opportunity credit or lifetime learning credit. Use additional copies of Page 2 as needed for
each student.
CAUTION
Part III
Student and Educational Institution Information
See instructions.
20 Student name (as shown on page 1 of your tax return)
21 Student social security number (as shown on page 1 of your tax return)
22
Educational institution information (see instructions)
a. Name of first educational institution
b. Name of second educational institution (if any)
(1) Address. Number and street (or P.O. box). City, town or
(1) Address. Number and street (or P.O. box). City, town or
post office, state, and ZIP code. If a foreign address, see
post office, state, and ZIP code. If a foreign address, see
instructions.
instructions.
(2) Did the student receive Form 1098-T
(2) Did the student receive Form 1098-T
Yes
No
Yes
No
from this institution for 2014?
from this institution for 2014?
(3) Did the student receive Form 1098-T
(3) Did the student receive Form 1098-T
Yes
No
Yes
No
from this institution for 2013 with Box
from this institution for 2013 with Box 2
2 filled in and Box 7 checked?
filled in and Box 7 checked?
If you checked “No” in both (2) and (3), skip (4).
If you checked “No” in both (2) and (3), skip (4).
(4) If you checked “Yes” in (2) or (3), enter the institution's
(4) If you checked “Yes” in (2) or (3), enter the institution's
federal identification number (from Form 1098-T).
federal identification number (from Form 1098-T).
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23
Has the Hope Scholarship Credit or American opportunity
Yes — Stop!
credit been claimed for this student for any 4 tax years
No — Go to line 24.
Go to line 31 for this student.
before 2014?
24
Was the student enrolled at least half-time for at least one
academic period that began or is treated as having begun in
2014 at an eligible educational institution in a program
No — Stop! Go to line 31
Yes — Go to line 25.
leading towards a postsecondary degree, certificate, or
for this student.
other recognized postsecondary educational credential?
(see instructions)
25
Did the student complete the first 4 years of post-secondary
Yes — Stop!
education before 2014?
Go to line 31 for this
No — Go to line 26.
student.
26
Was the student convicted, before the end of 2014, of a
Yes — Stop!
No — Complete lines 27
felony for possession or distribution of a controlled
Go to line 31 for this
through 30 for this student.
substance?
student.
!
You cannot take the American opportunity credit and the lifetime learning credit for the same student in the same year. If
you complete lines 27 through 30 for this student, do not complete line 31.
CAUTION
American Opportunity Credit
27
Adjusted qualified education expenses (see instructions). Do not enter more than $4,000
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27
28
28
Subtract $2,000 from line 27. If zero or less, enter -0- .
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29
29
Multiply line 28 by 25% (.25) .
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30
If line 28 is zero, enter the amount from line 27. Otherwise, add $2,000 to the amount on line 29 and
enter the result. Skip line 31. Include the total of all amounts from all Parts III, line 30 on Part I, line 1 .
30
Lifetime Learning Credit
Adjusted qualified education expenses (see instructions). Include the total of all amounts from all Parts
31
31
III, line 31, on Part II, line 10 .
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8863
Form
(2014)
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