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Instructions for Form 8863 Instructions for Form 8863, Education Credits American Opportunity and Lifetime Learning Credits 2020
More if you file a joint return. Example 1. Sharon was eligible for the American 2014 2015 and 2016 tax returns. Sharon claimed the American before 2020. Therefore the American opportunity credit cannot be claimed for Sharon for 2020. If Sharon were to file Form 8863 for 2020 she would check Yes for Part III line 23 and would be eligible to claim only the lifetime learning credit if she meets all other requirements. If you need to file a prior year tax return use the form and instructions...
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