Where can I enter information to claim one of the education tax credits?
To claim an education tax credit using Online Taxes (OLT) software, follow these steps:
- Log in to your tax return in the OLT software.
- From the left-hand menu (or tap the three dots in the top-right corner for mobile devices), select Federal.
- Under the Credits section, click on Show More next to Education Credits.
- Select the appropriate credit: American Opportunity Tax Credit or Lifetime Learning Credit.
- Follow the on-screen instructions to enter your qualified education expenses and other required information.
For Form 8863 (Education Credits), you can also add it directly by navigating to the Payments/Refundable Credits section, selecting Show More near Education Tax Credits - Form 8863, and then clicking Add or Edit.
If you need to report a recapture of prior year education credits, go to the Taxes section, click Show More, and select Add or Edit next to Recapture of Prior Year Education Credits.
Source:
Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)
IRS Forms, Instructions, and Publications
Publication 970 - Tax Benefits for Education
Disclaimer: Always verify details with official Federal or State Department of Revenue Forms and Instructions.