Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)
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Form 8863 is the IRS form used to figure and claim education credits - the American Opportunity Tax Credit and the Lifetime Learning Credit - based on qualified tuition and related expenses. It is filed by students or the parents who claim them as dependents and meet income limits. JustFill lets you fill the official 2025 Form 8863 PDF online for free, with AI detecting each line.
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Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits), is the IRS form taxpayers attach to Form 1040 to claim two postsecondary education tax credits. The American Opportunity Tax Credit (AOTC) is worth up to $2,500 per eligible student for the first four years of college and is up to 40% refundable, while the Lifetime Learning Credit (LLC) is worth up to $2,000 per return for any postsecondary or job-skill courses and is nonrefundable. Credits are based on qualified tuition and related expenses paid to an eligible institution, generally supported by Form 1098-T, and both phase out at higher modified adjusted gross income. You can claim either credit for a given student in a year, but not both. JustFill opens the official 2025 Form 8863 PDF in your browser, uses AI to detect each field, and lets you type or dictate your answers - even on scanned copies - with no Adobe required.
The official 2025 Form 8863 PDF and its separate instructions are available free from the IRS at irs.gov/forms-pubs/about-form-8863; tax forms are never sold. Instead of downloading, printing, and scanning, open the same official PDF in JustFill - it loads in your browser, AI highlights every line and Part III student block, and you type or dictate your answers with no Adobe Acrobat required.
What each section of Form 8863 asks for. JustFill’s AI will detect these fields automatically when you upload the PDF — review the breakdown below so you know what to enter.
Totals the tentative AOTC from Part III, applies the income phase-out, and computes the refundable portion on line 8.
Sum of the adjusted qualified education expenses figured for all students in Part III, line 30.
Enters your MAGI and applies the income limits that reduce or eliminate the American Opportunity Credit.
The refundable amount (up to 40%) that carries to Form 1040; some taxpayers under age 24 cannot take the refundable portion.
Combines the nonrefundable share of the AOTC (line 9) with the Lifetime Learning Credit and applies the tax-liability limit.
The final nonrefundable credit after the Credit Limit Worksheet, carried to Schedule 3 (Form 1040), line 3.
Completed for each student: name, taxpayer ID, school details, and the AOTC eligibility questions (prior claims, enrollment, felony drug conviction).
Lines 27-30 compute that student's American Opportunity Credit; line 31 computes Lifetime Learning Credit expenses for students not taking the AOTC.
A parent in Ohio attaches Form 8863 to Form 1040 to claim the $2,500 American Opportunity Tax Credit for a sophomore university student based on $6,200 of qualified tuition on Form 1098-T. All names and numbers are fictional.
Student: SAMPLE, ETHAN J (SSN •••-••-6190) · School: Sample State University, 100 University Plaza, Columbus, OH 43210 · EIN: 98-•••4412
Identifies the eligible student and institution from Form 1098-T.
Line 27 Adjusted qualified expenses: $4,000 (maximum eligible) · Line 30 Tentative AOTC: $2,500
100% of the first $2,000 plus 25% of the next $2,000 equals the maximum $2,500 AOTC.
Line 8 Refundable AOTC (to Form 1040 Line 29): $1,000 · Line 19 Nonrefundable credit (to Schedule 3 Line 3): $1,500
Splits the $2,500 credit into its 40% refundable and 60% nonrefundable components.
These values are made up. They are here to show what belongs on each line, not to be copied — every name, number, and address on your own Form 8863 has to be your own.
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Form 1040, U.S. Individual Income Tax Return
Form 1099-NEC, Nonemployee Compensation
Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship)
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Official source: Form 8863 on Internal Revenue Service (IRS)’s website
Edition checked: 2025 Form 8863 (2 pages; OMB No. 1545-0074). Verified against the official source on · Verified in our Government Forms Fillability Study.
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Form 8863
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