Internal Revenue Service United States Department of the Treasury
Level Basic Intermediate Advanced Military International

Education Credits

Introduction

Welcome!

This lesson covers tax credits that help taxpayers offset the costs of higher education by reducing the amount of their tax liability. Conduct a probing interview based on the taxpayer's intake and interview sheet, Education Credits in the Volunteer Resource Guide (Tab G), and the rules for claiming education credits.

During the interview, ask taxpayers if they are aware of the education credits and give a brief description of each. Next, gather information to determine if any credits can be claimed.

Cover of Volunteer Resource Guide, showing Tab G, Credits and Intake and Interview Sheet, showing Part 4 Expenses
Education Credits Tips

Education Credits Tips