First Stop for Education Credits and Scholarships

posted Mar 13, 2013, 8:26 AM by Wayne Culp   [ updated Jul 8, 2013, 1:24 PM ]
When dealing with tax payers that are post secondary students or who have dependents that are students, a good place to start is with the Pub 4012:
  • Pages G-3 and G-4:      The TaxWise questions on F8863, pg 2 are tricky ... use these Pub 4012 to ensure you apply the "intent".
  • Pages 13-1:   These highlights show some of the major differences between scholarships, and the different education credits.
Also check out the IRS: Tax Benefits for Education: Information Center .  Of course the IRS Publication 970 is your most detailed source.
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Wayne Culp,
Mar 13, 2013, 8:26 AM
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Wayne Culp,
Mar 13, 2013, 8:47 AM
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