Educational Tax Credits?

There are two educational tax credits you can claim. We'll tell you if you qualify.

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Educational tax credit: the basics

There are two education tax credits:

  • The Hope tax credit for the first two years of college, and

  • The Lifetime Learning credit for job-related classes.

E-filing with H&R Block ensures that you claim the maximum for these educational tax credits and the best way to make no mistakes are made on your tax return.

Educational tax credit: who qualifies

Income and filing restriction apply:

  • If you are single your modified income cannot exceed $50,000
  • If you are married filing jointly your modified income cannot exceed $100,000
  • You cannot claim these credits if you are married and filing separately
  • You can cannot claim both educational tax credits for the same student.

Related IRS publications

Get more information about educational tax credits from IRS Publication 970

For a paper tax return attach IRS Form 8863 with your return. (If you e-file, this will be done for you electronically.)

Note: you will need an Adobe Acrobat Reader to view these publications, which you can get here.