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How to qualify and claim the lifetime learning credit

by Tax Man  |  1 year, 3 month(s) ago

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How to qualify and claim the lifetime learning credit?

Generally, you can claim the lifetime learning credit if all three of the following requirements are met:

You pay qualified education expenses of higher education.
You pay the education expenses for an eligible student.
The eligible student is either yourself, your spouse or a dependent for whom you claim an exemption on your tax return.

If you’re eligible to claim the lifetime learning credit and are also eligible to claim the Hope or American opportunity credit for the same student in the same year, you can choose to claim either credit, but not both.

If you pay qualified education expenses for more than one student in the same year, you can choose to take credits on a per-student, per-year basis. This means that, for example, you can claim the Hope or American opportunity credit for one student and the lifetime learning credit for another student in the same year.

 Tags: Claim, credit, Learning, lifetime, qualify

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