Education Credits

Taxpayers who paid qualified educational expenses of higher education for an eligible student may be able to claim an education credit. The payments must have gone to an eligible educational institution. The taxpayer, spouse or dependent can be an eligible student. REQUIRED DOCUMENTS: 1098-T from the educational institution, receipts for course-related expenses such as fees, books, supplies and equipment that are required for the courses taken. It is highly recommended that students also provide an account statement from the educational institution.

Please download the EDUCATION CREDIT WORKSHEET, it is fillable with most PDF readers, complete it fully, and bring it to your intake appointment with the supporting documentation in the same order as the form.