8863 Form Product / How to Download

How to Download

To fill out and file the form online you should follow the next instructions.

  • Open your tax preparation software and navigate to the 8863 form.
  • Fill in your personal information, including your name, social security number, and address.
  • Enter the educational institution's name and address, as well as the tuition and fees paid.
  • If you received any scholarships or grants, enter the amount and indicate if they were used for qualified education expenses.
  • If you received any refunds, enter the amount and indicate if they were used for qualified education expenses.
  • Calculate the total education credits you are eligible for based on the information entered.
  • Review your entries to ensure accuracy and completeness.
  • Submit the form electronically, print it out, and mail it in with your tax return.