pdf app

PDFelement - Edit, Annotate, Fill and Sign PDF Documents

Get from App Store

Guide for How to Fill in IRS Form 8917

Home > PDF Forms Tips > How to Fill in IRS Form 8917

The Tuition and Fees Deduction Form or IRS Form 8917 refers to education expenses. Who is able to claim the deduction depends on who the student is. It could be you, your wife, or your dependent child. What precisely could be deducted? Well, as the name of the form fairly clearly says, tuition fees, and enrollment only. So any related costs, like accommodation, books, transportation, food, medical expenses, or insurance along with non-credited courses aren’t covered by this deduction.

Part 1Your Best Solution to Fill out IRS Form 8917

pdf forms function for windows

If you need to fill out IRS Form 8917, then Wondershare PDFElement is an all-in-one PDF tool for that supports both Windows and Mac platforms. It allows you to fill out PDF form from scratch but that is not all. You can also convert your text files, images, Word, Excel, PowerPoint files to PDF or other way around.

Aside from that, it has a built-in PDF editor with complete tools that lets you edit, delete, add texts, objects, and other components. You could also choose to convert your current PDF documents into other formats like Excel, Word, Text, PowerPoint, Image, HTML, and others. Furthermore, this tool also has a premium OCR plug-in that is useful for editing scanned images and PDF files.

Part 2Instructions for How to Complete IRS Form 8917

Step 1:Download IRS form 8917 from IRS official website. Import the downloaded file in Wondershare PDFElement. Follow the instructions written on the form to compute the credit and transfer the numbers to IRS form 1040A or 1040.

import irs form pdf

Step 2: Define if the student meets the basic suitability requirements. In order to claim the deduction for education expenses, the expenses should have been paid in the year for which you’re filing an income tax return. The student can’t claim the credit if he or she is married and filing individually. The student can’t take the credit if someone is able to claim her as an exemption on the tax return or if her adjusted gross income is over $80,000.

Step 3: Confirm the entitlement of the educational institution. The IRS describes a qualified educational institution as any university, college, or vocational institute that is qualified for student aid programs managed by the Department of Education.

Step 4: Compute the qualified education expenses of the student. These are tuition and fees paid to join a capable educational institution.

Step 5: Deduct tax-free educational assistance and refunds of tuition and fees from capable educational expenses. This number is the net amount of capable educational costs that is used to regulate the quantity of the credit.

Step 6: On the first space provided, you have to write personal details about you, which include your first name, last name, Social Security number, and adjust qualifies expenses.

Step 7: Complete columns A through C on line 1 for every student for whom you choose to take the fees and tuition deduction, add them up and put the result on the line 2. If there are more than 3 students who are eligible for the tuition and fees deduction, attach a statement with the necessary details for every additional student.

Step 8: On Line 3 you have to state your total income, so you can simply take it from your on Line 22 of form 1040.

fill in irs form 8917 part 1

Step 9: On Line 4 is where you add up any expenses that aren’t related to student loan interest or tuition. Combine the amounts on Line 23 up to the 33 the Form 1040. Deduct the total amount of these costs from the total income and state the result on the Line 5.

Step 10: Write the total amount of your fees deduction and the tuition fees on the Line 6. In order to determine it, follow this computation: If the amount you write on Line 5 is more than $65,000, you will get $2,000 or the amount on the Line 2. But if the amount on the Line 5 is below $65,000, are able to get the whole $4,000 deduction or the amount on the Line 2. Write the amount of the deduction on the Line 6 and you are finished.

fill in irs form 8917 part 1

Part 3 Tips and Warnings for IRS Form 8917

Wondershare Editor

Posted by to | Follow @margaretecottyg
Published: Jan 26,2016 16:49 pm / Updated: Mar 25,2016 13:55 pm

Demandez à l'Expert

Toujours s'est embrouillé ou avez d'autres suggestions ? Tapez dans des pensées que vous avez dans la zone de commentaire ci-après. Je suis toujours ici pour aider et écouter.

Pour les questions liées à Wondershare PDFelement (PDF Editor) ? Parlez directement à notre équipe d'assistance >>

Recommend Articles

Root Cause Analysis Template: Free Download, Edit, Fill, Create and Print

This is the Root Cause Analysis Template download page. You can free download Root Cause Analysis Template to fill,edit, print and sign.

Posted by Margarete Cotty | 20.09.2017

5 Super-Efficient Tools to Manage Real Estate Contracts

Check out these essential tools for managing real estate contracts and ensuring efficiency for your business.

Posted by Audrey Goodwin | 05.07.2017

Top 6 Documentation Tools

Here are some of the documentation tools you can use to make document creation and management that much easier.

Posted by Audrey Goodwin | 06.07.2017

How to Convert PDF to InDesign

Converting PDF to InDesign file is not a difficult task as long as you get a great PDF to InDesign converter. Check the details.

Posted by Audrey Goodwin | 18.11.2016

How to Convert PDF to Black and White

Wondering how to change PDF to black and white? This tutorial will teach you the steps for performing the conversion.

Posted by Audrey Goodwin | 17.08.2017

How to Convert ACSM to PDF

This article therefore explains how you can easily convert your ACSM to PDF as well as describing the best PDF editor on the Internet.

Posted by Margarete Cotty | 28.09.2016

Top 5 PDF Encryption Software

Which tool is the best PDF encrypter in the market? This article will review you the top 5 PDF encrypting tools to help you make a choice.

Posted by Audrey Goodwin | 18.08.2017

Quick Fixes to Preview Not Working on Mac OS X

Preview for Mac not working properly? This article will offer you solutions to the most common issues of Mac Preview.

Posted by Audrey Goodwin | 28.08.2017

How to Create and Edit PDF Forms on Mac OS X 10.11 El Capitan

It's hard to handle PDF forms on the latest Mac El Capitan until you found the right tool. Here's a great solution to create and edit a PDF form on Mac OS X 10.11.

Posted by Audrey Goodwin | 05.05.2017

PDF to Kindle: Best Way to Convert PDF to Kindle Format

Learn how to convert PDF to Kindle for reading PDF on Kindle Paperwhite, Oasis, Fire and other Kindle devices with ease.

Posted by Elise Williams | 07.07.2017

Meet All New PDFelement 6

Join PDFelement club and work better!

Get free & valuable PDF tips and stay up to date with all of our new features & resources in your inbox directly!

Ask the Community

Still get confused or have more suggestions? Leave your thoughts to Community Center and we will reply within 24 hours.

Digitize paperwork and accelerate the way you create, prepare and sign documents.

Available for Windows, Mac, & iOS.

Try Free Buy Now
Start your free trial!

Skip and Download

Start your free trial!

Skip and Download