Is the school accredited? Find out on this website: https://ope.ed.gov/dapip/#/home


 Education Credits:
How to Maximize the AOTC​ (American Opportunity Tax Credit) and Kiddie Tax--

• Let's say books &  tuition totaled $5000, and scholarships & Pell Grants totaled  $5,000.
• You would say the client didn't pay for the courses and therefore aren't entitled to an education credit.

But, the IRS says in PUB 970,  IF the client will claim some of the scholarship/Pell Grant as income THEN you are entitled to claim an education credit.

Go through THIS PRESENTATION made by the IRS for more information ***PLEASE NOTE, THIS PRESENTATION WAS MADE THE YEAR KIDDIE TAX WAS BROUGHT INTO SCOPE--BUT IT HAS SINCE FELL OUT OF SOPE--AGAIN. KIDDIE TAX --OUT OF SCOPE.


Below you can view part of the PUB 4012, section J-Education 
Or click here to download the PUB4012  and here for the  PUB 970 pages 16-17 (coordinating scholarship benefits w/education credit)

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From Prosperity Now's TON's VITA Train come the following great resources

For Answers Click Here

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Helpful Document-- If the IRS disputes the American Opportunity Credit-- here is a list of supporting documents they may request. Click image to get most up to date Form from IRS.gov