Education · Federal & Nationwide

Federal Student Tax Credits

Up to $2,500/year

Worth up to ~$208/month

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About Federal Student Tax Credits

Tax credits for education expenses: American Opportunity Credit (up to $2,500/yr) or Lifetime Learning Credit (up to $2,000/yr).

How to Apply

  1. Claim the credit when filing your federal tax return (Form 8863)
  2. You'll need Form 1098-T from your school showing tuition paid
  3. American Opportunity Credit: first 4 years of college, up to $2,500 (40% refundable)
  4. Lifetime Learning Credit: any year of school, up to $2,000 (not refundable)

Contact & Official Links

See Everything You Qualify For

Federal Student Tax Credits is one of many programs you may be eligible for. Beneify screens your household against the full program list — free, private, about 3 minutes.

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Frequently Asked Questions

How much is Federal Student Tax Credits worth?
Federal Student Tax Credits: Up to $2,500/year. Eligible households may receive a benefit worth up to ~$208 per month.
How do I apply for Federal Student Tax Credits?
To apply: Claim the credit when filing your federal tax return (Form 8863). You'll need Form 1098-T from your school showing tuition paid. American Opportunity Credit: first 4 years of college, up to $2,500 (40% refundable). Official website: https://www.irs.gov/credits-deductions/individuals/education-credits-aotc-llc
Who qualifies for Federal Student Tax Credits?
Tax credits for education expenses: American Opportunity Credit (up to $2,500/yr) or Lifetime Learning Credit (up to $2,000/yr). Final eligibility is determined by the program when you apply. Beneify's free screener can estimate your eligibility in about 3 minutes.