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CO Form Steps to Complete IRS 8863 Online: What You Should Know

Learn more about qualified education expenses on page 5 of IRS Publication 946, which is in PDF. Click here for tax professionals and students of tax filing on page 6 of Publication 946. Aug 26, 2025 — Use Forms 8863 and 944 to document tuition and fees in any of the following ways: 1. In the course of performing any work or course of study on the part of an employee. 2. At a bona fide educational institution, such as an on-street school. 3. At a public or private university, college or other postsecondary educational institution. For more information on student tuition and fees, see the instructions for page 3 of Publication 946, which is in PDF. For more information on on-street school tuition and fees see Publication 529, Qualified Education Expenses.  Instruction for How to Fill IRS Form 8686, Tuition Expense Record. You claim a refund of qualified education expenses during the tax year from the return for the tax year. A tuition expense is an amount paid for or provided for, directly or indirectly, from funds in a student's or other individual's educational program, educational property, scholarship or fellowship or other source. The amount may be an amount used in making a payment for a scholarship, a deposit for tuition and fees, an amount paid for educational activities on the part of an employee, and an amount which would increase the student's basis in qualified education property or property used by the employee. The education may be part of a course of study, as a part of a vocational program or as a part of an educational program as the student's principal activity. A taxpayer may use this form to report the income (tax credit or tax withheld) of the expenses claimed for education provided at an educational institution. You must file the amount which you are claiming for taxes paid on any scholarship you claim on line 23b of the table below. The amount that you claim on Form 8863 must be reported in the “Amount of Taxes Paid” column on line 27 of the Form 8863. On the next page of the PDF, use the following instructions to write out the amount that you are claiming on your Form 8863, and enter that amount on line 26 on your Form 1040. You may follow this form with other supporting information. Instruction for How to Fill IRS Form 8863, Tuition Expense Record Instructions for How to Complete IRS Form 8863. Step 1: Launch PDF element.

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