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.
Credit Limit Worksheet (Form 8863)
Federal Tax Form 8863 Instructions
