Important note: All links are to the most current electronic publications. The publications are for download only; you cannot order.
You will need the free Adobe Acrobat Reader to view some of the listed publications. If you do not have the reader software, visit Adobe for a free download.
Social media
Tweets—do you have a Twitter/X Account? If so, tweet or retweet our informational messages or create your own. If not, create an account today.
Informational flyers
Publication 4772, American Opportunity Tax Credit Flyer PDF. An online flyer promoting the American Opportunity Tax Credit for education. Also available in Spanish PDF.
Publication 4982, Tuition Statements - Information Worth Knowing PDF. Online flyer which provides information worth knowing to educational institutions about who has to file and how to file Form 1098-T, Tuition Statements.
Publication 5081, Education Credits Online Resource Guide PDF. Online flyer directing you to education credit resources.
Technical publications
Publication 970, Tax Benefits for Education. Explains tax benefits that may be available for students and/or their families. Most benefits apply to higher education only. It covers:
- Scholarships, grants and tuition reductions
- Education credits, American Opportunity Tax Credit and the Lifetime Learning Credit
- Student loan interest deduction
- Student loan cancellations and repayment assistance
- Coverdell Education Savings Account-Coverdell ESA
- Qualified tuition programs-QTP
- Education exception to additional tax on early IRA distributions
- Education savings bond program
- Employer-provided educational assistance
- Business deduction for work-related education
Publication 519, U.S. Tax Guide for Aliens. Helps to determine citizenship or residency status
Use the Interactive Tax Assistant to see if you’re eligible to claim an education credit.
Resources
Education credits
- What you need to know about AOTC and LLC
- Compare education credits
- Qualified education expenses
- Education credits: Questions and answers
- No double benefits allowed
- Eligible educational institution
- Education credits tweets
- American Opportunity Tax Credit
- AOTC key messages
- Education credits products
- Education credits—AOTC and LLC
- Lifetime Learning Credit
- Tax benefits for education: Information center
Useful forms and publications
- Publication 970, Tax Benefits for Education
- Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)
- Form 8863 instructions
- Form 1098-T, Tuition Statement
- Form 1098-E and T Instructions
Education credit marketing materials
- Publication 4772, American Opportunity Tax Credit PDF
- Publication 5081, Education Credits Online Resource Guide PDF
- Publication 5198, Are you or a family member attending college or taking courses to acquire or improve job skills? PDF
Tax tips
- Tax tip 2022-38, Two tax credits that can help cover the cost of higher education
- Tax tip 2022-123, College students should study up on these two tax credits